Market Value1,093,063,789
Total Holdings446
File Date2023-04-18
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
ZWS / Zurn Elkay Water Solutions Corporation
ONVO / Organovo Holdings, Inc.
DRTT / DIRTT Environmental Solutions Ltd
OCX / OncoCyte Corporation
QCOM / QUALCOMM Incorporated
LMAT / LeMaitre Vascular, Inc.
JPM / JPMorgan Chase & Co.
SHW / The Sherwin-Williams Company
FUVV / Arcimoto, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
MIDD / The Middleby Corporation
EWH / iShares, Inc. - iShares MSCI Hong Kong ETF
IEP / Icahn Enterprises L.P.
MAT / Mattel, Inc.
VSCO / Victoria's Secret & Co.
HAL / Halliburton Company
IZRL / ARK ETF Trust - ARK Israel Innovative Technology ETF
AXDX / Accelerate Diagnostics, Inc.
NNN / NNN REIT, Inc.
AAPL / Apple Inc.
CRSP / CRISPR Therapeutics AG
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
BFLY / Butterfly Network, Inc.
LX / LexinFintech Holdings Ltd. - Depositary Receipt (Common Stock)
SMG / The Scotts Miracle-Gro Company
LSAQ / LifeSci Acquisition II Corp
DXC / DXC Technology Company
MSFT / Microsoft Corporation
ZTS / Zoetis Inc.
RXRX / Recursion Pharmaceuticals, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
UBER / Uber Technologies, Inc.
SNA / Snap-on Incorporated
ORCL / Oracle Corporation
KTOS / Kratos Defense & Security Solutions, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
EMF / Templeton Emerging Markets Fund
SBUX / Starbucks Corporation
V / Visa Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
SOFI / SoFi Technologies, Inc.
QQQ / Invesco QQQ Trust, Series 1
AMLP / ALPS ETF Trust - Alerian MLP ETF
INTC / Intel Corporation
CRBN / iShares Trust - iShares Low Carbon Optimized MSCI ACWI ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
TRV / The Travelers Companies, Inc.
GOOG / Alphabet Inc.
AMAT / Applied Materials, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
KMB / Kimberly-Clark Corporation
ARKX / ARK ETF Trust - ARK Space & Defense Innovation ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
DVY / iShares Trust - iShares Select Dividend ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
GE / General Electric Company
RCL / Royal Caribbean Cruises Ltd.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
SCHW / The Charles Schwab Corporation
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
MDT / Medtronic plc
PAWZ / ProShares Trust - ProShares Pet Care ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DTM / DT Midstream, Inc.
RIVN / Rivian Automotive, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CAT / Caterpillar Inc.
FISV / Fiserv, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PUMP / ProPetro Holding Corp.
BAC / Bank of America Corporation
MIN / MFS Intermediate Income Trust
ARCC / Ares Capital Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
XOM / Exxon Mobil Corporation
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
JNJ / Johnson & Johnson
SHE / SPDR Series Trust - State Street SPDR MSCI USA Gender Diversity ETF
IYW / iShares Trust - iShares U.S. Technology ETF
ALC / Alcon Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
TLRY / Tilray Brands, Inc.
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
META / Meta Platforms, Inc.
VSH / Vishay Intertechnology, Inc.
IIPR / Innovative Industrial Properties, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
EWA / iShares, Inc. - iShares MSCI Australia ETF
WFC.PRL / Wells Fargo & Company - Preferred Stock
GS / The Goldman Sachs Group, Inc.
SYF / Synchrony Financial
COIN / Coinbase Global, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
UNH / UnitedHealth Group Incorporated
MO / Altria Group, Inc.
AMZN / Amazon.com, Inc.
COP / ConocoPhillips
AVGO / Broadcom Inc.
MMM / 3M Company
ARKK / ARK ETF Trust - ARK Innovation ETF
CTVA / Corteva, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
PG / The Procter & Gamble Company
MCD / McDonald's Corporation
RTX / RTX Corporation
LECO / Lincoln Electric Holdings, Inc.
IFF / International Flavors & Fragrances Inc.
USB / U.S. Bancorp
HPQ / HP Inc.
BIIB / Biogen Inc.
NKE / NIKE, Inc.
HD / The Home Depot, Inc.
ADP / Automatic Data Processing, Inc.
TRGP / Targa Resources Corp.
AWK / American Water Works Company, Inc.
GPC / Genuine Parts Company
CRWD / CrowdStrike Holdings, Inc.
YUM / Yum! Brands, Inc.
ISRG / Intuitive Surgical, Inc.
CSCO / Cisco Systems, Inc.
BMY / Bristol-Myers Squibb Company
ABT / Abbott Laboratories
ALL / The Allstate Corporation
ROP / Roper Technologies, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
O / Realty Income Corporation
VPU / Vanguard World Fund - Vanguard Utilities ETF
LCTX / Lineage Cell Therapeutics, Inc.
SNOW / Snowflake Inc.
C / Citigroup Inc.
ADI / Analog Devices, Inc.
MSI / Motorola Solutions, Inc.
BA / The Boeing Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PLD / Prologis, Inc.
TJX / The TJX Companies, Inc.
UPS / United Parcel Service, Inc.
BKNG / Booking Holdings Inc.
APH / Amphenol Corporation
GLD / SPDR Gold Shares
AMT / American Tower Corporation
CVX / Chevron Corporation
GILD / Gilead Sciences, Inc.
ENPH / Enphase Energy, Inc.
PLNT / Planet Fitness, Inc.
SPOT / Spotify Technology S.A.
AMGN / Amgen Inc.
MRK / Merck & Co., Inc.
MAR / Marriott International, Inc.
ICE / Intercontinental Exchange, Inc.
KEY / KeyCorp
LMT / Lockheed Martin Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
ELV / Elevance Health, Inc.
TSCO / Tractor Supply Company
A / Agilent Technologies, Inc.
LHX / L3Harris Technologies, Inc.
DOW / Dow Inc.
UNFI / United Natural Foods, Inc.
F / Ford Motor Company
EGP / EastGroup Properties, Inc.
DVN / Devon Energy Corporation
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
STZ / Constellation Brands, Inc.
PRTA / Prothena Corporation plc
AFL / Aflac Incorporated
PNR / Pentair plc
LOW / Lowe's Companies, Inc.
DG / Dollar General Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ZS / Zscaler, Inc.
PKG / Packaging Corporation of America
DTE / DTE Energy Company
DCP / DCP Midstream LP - Unit
FSLY / Fastly, Inc.
TWLO / Twilio Inc.
ES / Eversource Energy
MGM / MGM Resorts International
RRC / Range Resources Corporation
ORGN / Origin Materials, Inc.
COOK / Traeger, Inc.
SAIC / Science Applications International Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
VTV / Vanguard Index Funds - Vanguard Value ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ELAN / Elanco Animal Health Incorporated
ADNT / Adient plc
TIP / iShares Trust - iShares TIPS Bond ETF
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
WIX / Wix.com Ltd.
CPNG / Coupang, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
EPD / Enterprise Products Partners L.P. - Limited Partnership
CAG / Conagra Brands, Inc.
DAL / Delta Air Lines, Inc.
ALEX / Alexander & Baldwin, Inc.
GOLD / Gold.com, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MAXN / Maxeon Solar Technologies, Ltd.
MATX / Matson, Inc.
GH / Guardant Health, Inc.
FUBO / FuboTV Inc.
GMED / Globus Medical, Inc.
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
SPWR / SunPower Inc.
DYNT / Dynatronics Corporation
D / Dominion Energy, Inc.
SJNK / SPDR Series Trust - State Street SPDR Bloomberg Short Term High Yield Bond ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
AMRS / Amyris Inc
NEO / NeoGenomics, Inc.
LULU / lululemon athletica inc.
ESNT / Essent Group Ltd.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
AXNX / Axonics, Inc.
C.WSA / Citigroup, Inc.
TTD / The Trade Desk, Inc.
ARKF / ARK ETF Trust - ARK Blockchain & Fintech Innovation ETF
GWH / ESS Tech, Inc.
XYL / Xylem Inc.
NXPI / NXP Semiconductors N.V.
GTX / Garrett Motion Inc.
ACB / Aurora Cannabis Inc.
WSM / Williams-Sonoma, Inc.
BXMT / Blackstone Mortgage Trust, Inc.
JPS / Nuveen Preferred & Income Securities Fund
UTSL / Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X ETF
NVTA / Invitae Corporation
TOKE / Cambria ETF Trust - Cambria Cannabis ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
QS / QuantumScape Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
KD / Kyndryl Holdings, Inc.
SYY / Sysco Corporation
STOR / Store Capital Corp
WEX / WEX Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
GKOS / Glaukos Corporation
MFGP / Micro Focus International Plc - ADR
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
BEPC / Brookfield Renewable Corporation
SEDG / SolarEdge Technologies, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ZTO / ZTO Express (Cayman) Inc. - Depositary Receipt (Common Stock)
ED / Consolidated Edison, Inc.
AJG / Arthur J. Gallagher & Co.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
TMO / Thermo Fisher Scientific Inc.
GBDC / Golub Capital BDC, Inc.
JCI / Johnson Controls International plc
FANG / Diamondback Energy, Inc.
MRVL / Marvell Technology, Inc.
AMED / Amedisys, Inc.
ECL / Ecolab Inc.
NDSN / Nordson Corporation
ZION / Zions Bancorporation, National Association
EQIX / Equinix, Inc.
TER / Teradyne, Inc.
ARQQ / Arqit Quantum Inc.
MSCI / MSCI Inc.
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
GOLF / Acushnet Holdings Corp.
APPN / Appian Corporation
EVM / Eaton Vance California Municipal Bond Fund
JEF / Jefferies Financial Group Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
NVDA / NVIDIA Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
STX / Seagate Technology Holdings plc
BUG / Global X Funds - Global X Cybersecurity ETF
STEM / Stem, Inc.
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
PRGO / Perrigo Company plc
VTS / Vitesse Energy, Inc.
LAZR / Luminar Technologies, Inc.
SGMO / Sangamo Therapeutics, Inc.
CNS / Cohen & Steers, Inc.
DLR / Digital Realty Trust, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
PEP / PepsiCo, Inc.
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
PRFT / Perficient, Inc.
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
MSA / MSA Safety Incorporated
PFF / iShares Trust - iShares Preferred and Income Securities ETF
NIO / NIO Inc. - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
FATE / Fate Therapeutics, Inc.
BRK.B / Berkshire Hathaway Inc.
CTSH / Cognizant Technology Solutions Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
CRL / Charles River Laboratories International, Inc.
FOXF / Fox Factory Holding Corp.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PRNT / ARK ETF Trust - The 3D Printing ETF
SNGX / Soligenix, Inc.
REZI / Resideo Technologies, Inc.
DUK / Duke Energy Corporation
TDF / Templeton Dragon Fund, Inc.
MS / Morgan Stanley
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
CEG / Constellation Energy Corporation
CLRO / ClearOne, Inc.
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
PATH / UiPath, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
MAIN / Main Street Capital Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
TSLA / Tesla, Inc.
IBM / International Business Machines Corporation
MU / Micron Technology, Inc.
SWAV / Shockwave Medical, Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
HAS / Hasbro, Inc.
OGN / Organon & Co.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
NET / Cloudflare, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
KPRX / Kiora Pharmaceuticals, Inc.
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
EKSO / Ekso Bionics Holdings, Inc.
TPR / Tapestry, Inc.
JKS / JinkoSolar Holding Co., Ltd. - Depositary Receipt (Common Stock)
HUBS / HubSpot, Inc.
LW / Lamb Weston Holdings, Inc.
ALB / Albemarle Corporation
SNGX / Soligenix, Inc.
CUBE / CubeSmart
PSX / Phillips 66
HON / Honeywell International Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SPY / State Street SPDR S&P 500 ETF Trust
CRM / Salesforce, Inc.
HPE / Hewlett Packard Enterprise Company
CTRA / Coterra Energy Inc.
PYPL / PayPal Holdings, Inc.
DIS / The Walt Disney Company
LIN / Linde plc
TGT / Target Corporation
RBLX / Roblox Corporation
LMND / Lemonade, Inc.
AGCO / AGCO Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SLV / iShares Silver Trust
RUN / Sunrun Inc.
FSS / Federal Signal Corporation
TY / Tri-Continental Corporation
MA / Mastercard Incorporated
RMR / The RMR Group Inc.
PAYX / Paychex, Inc.
KO / The Coca-Cola Company
GIS / General Mills, Inc.
INTU / Intuit Inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
GNRC / Generac Holdings Inc.
NEE / NextEra Energy, Inc.
EXC / Exelon Corporation
AVY / Avery Dennison Corporation
WMT / Walmart Inc.
CFR / Cullen/Frost Bankers, Inc.
PEG / Public Service Enterprise Group Incorporated
CVS / CVS Health Corporation
BAX / Baxter International Inc.
LLY / Eli Lilly and Company
HUN / Huntsman Corporation
AEP / American Electric Power Company, Inc.
COST / Costco Wholesale Corporation
MOMO / Hello Group Inc. - Depositary Receipt (Common Stock)
KULR / KULR Technology Group, Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
PFE / Pfizer Inc.
JMIA / Jumia Technologies AG - Depositary Receipt (Common Stock)
ET / Energy Transfer LP - Limited Partnership
MIR / Mirion Technologies, Inc.
ADBE / Adobe Inc.
MTD / Mettler-Toledo International Inc.
ACN / Accenture plc
EXAS / Exact Sciences Corporation
RPM / RPM International Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
DHR / Danaher Corporation
CCI / Crown Castle Inc.
VZ / Verizon Communications Inc.
HAIN / The Hain Celestial Group, Inc.
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
EWC / iShares, Inc. - iShares MSCI Canada ETF
BBWI / Bath & Body Works, Inc.
FVRR / Fiverr International Ltd.
FROG / JFrog Ltd.
EVLV / Evolv Technologies Holdings, Inc.
AGE / AgeX Therapeutics, Inc.
BSX / Boston Scientific Corporation
MPWR / Monolithic Power Systems, Inc.
T / AT&T Inc.
LEG / Leggett & Platt, Incorporated
MMP / Magellan Midstream Partners L.P.
GOOGL / Alphabet Inc.
MNMD / Mind Medicine (MindMed) Inc.
NVCR / NovoCure Limited
PFN / PIMCO Income Strategy Fund II
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
LFUS / Littelfuse, Inc.
RFI / Cohen & Steers Total Return Realty Fund, Inc.
SLDP / Solid Power, Inc.
UPST / Upstart Holdings, Inc.
VIEW / View, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
XEL / Xcel Energy Inc.
NEP / XPLR Infrastructure, LP - Limited Partnership
KRMD / KORU Medical Systems, Inc.
CCL / Carnival Corporation Ltd.
BR / Broadridge Financial Solutions, Inc.
BYND / Beyond Meat, Inc.
PTON / Peloton Interactive, Inc.
TDOC / Teladoc Health, Inc.
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
UNP / Union Pacific Corporation
MPC / Marathon Petroleum Corporation
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
WEC / WEC Energy Group, Inc.
YUMC / Yum China Holdings, Inc.
WFC / Wells Fargo & Company
WELL / Welltower Inc.
SLG / SL Green Realty Corp.
GEHC / GE HealthCare Technologies Inc.
SFBS / ServisFirst Bancshares, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
DINO / HF Sinclair Corporation
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
SO / The Southern Company
AI / C3.ai, Inc.
BBY / Best Buy Co., Inc.
IDXX / IDEXX Laboratories, Inc.
BKR / Baker Hughes Company
EVRG / Evergy, Inc.
OKTA / Okta, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
FREY / FREYR Battery, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
SOXX / iShares Trust - iShares Semiconductor ETF
INO / Inovio Pharmaceuticals, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
HEP / Holly Energy Partners L.P. - Unit
CEQP / Crestwood Equity Partners LP - Unit
CCV / Churchill Capital Corp V - Class A
SQ / Block, Inc.
LTHM / Livent Corporation
WMB / The Williams Companies, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
YELP / Yelp Inc.
WKHS / Workhorse Group, Inc.
ABBV / AbbVie Inc.
DD / DuPont de Nemours, Inc.
CLX / The Clorox Company