Market Value1,295,413,673
Total Holdings503
File Date2024-04-19
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
GWH / ESS Tech, Inc.
BYND / Beyond Meat, Inc.
D / Dominion Energy, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
PYPL / PayPal Holdings, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SIRI / Sirius XM Holdings Inc.
WKHS / Workhorse Group, Inc.
RBLX / Roblox Corporation
STEM / Stem, Inc.
PTON / Peloton Interactive, Inc.
SMCI / Super Micro Computer, Inc.
RUN / Sunrun Inc.
RMR / The RMR Group Inc.
XYL / Xylem Inc.
SKYW / SkyWest, Inc.
WSM / Williams-Sonoma, Inc.
AON / Aon plc
GNRC / Generac Holdings Inc.
INTU / Intuit Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
NNN / NNN REIT, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
HAL / Halliburton Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ZS / Zscaler, Inc.
HON / Honeywell International Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
EKSO / Ekso Bionics Holdings, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
FREY / FREYR Battery, Inc.
HRB / H&R Block, Inc.
L / Loews Corporation
LSAQ / LifeSci Acquisition II Corp
JBL / Jabil Inc.
NEP / XPLR Infrastructure, LP - Limited Partnership
TIP / iShares Trust - iShares TIPS Bond ETF
OKTA / Okta, Inc.
ACB / Aurora Cannabis Inc.
LTHM / Livent Corporation
SWAV / Shockwave Medical, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
AGE / AgeX Therapeutics, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
XME / SPDR Series Trust - State Street SPDR S&P Metals & Mining ETF
CAT / Caterpillar Inc.
TSLA / Tesla, Inc.
HUN / Huntsman Corporation
CLIX / ProShares Trust - ProShares Long Online/Short Stores ETF
NET / Cloudflare, Inc.
TPR / Tapestry, Inc.
ALB / Albemarle Corporation
LW / Lamb Weston Holdings, Inc.
META / Meta Platforms, Inc.
VIEW / View, Inc.
RXRX / Recursion Pharmaceuticals, Inc.
CRM / Salesforce, Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
AJG / Arthur J. Gallagher & Co.
TMO / Thermo Fisher Scientific Inc.
USB / U.S. Bancorp
AWK / American Water Works Company, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
ISRG / Intuitive Surgical, Inc.
ALL / The Allstate Corporation
CMG / Chipotle Mexican Grill, Inc.
IDXX / IDEXX Laboratories, Inc.
GBDC / Golub Capital BDC, Inc.
BA / The Boeing Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AGCO / AGCO Corporation
AVY / Avery Dennison Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
RTX / RTX Corporation
FANG / Diamondback Energy, Inc.
HPQ / HP Inc.
AMT / American Tower Corporation
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
DYNT / Dynatronics Corporation
ECL / Ecolab Inc.
NVDA / NVIDIA Corporation
TSCO / Tractor Supply Company
NXPI / NXP Semiconductors N.V.
ZION / Zions Bancorporation, National Association
SER / Serina Therapeutics, Inc.
STE / STERIS plc
EXAS / Exact Sciences Corporation
FIS / Fidelity National Information Services, Inc.
EQIX / Equinix, Inc.
AAPL / Apple Inc.
APD / Air Products and Chemicals, Inc.
ADBE / Adobe Inc.
SAIC / Science Applications International Corporation
HAIN / The Hain Celestial Group, Inc.
MTD / Mettler-Toledo International Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
ELAN / Elanco Animal Health Incorporated
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
TTD / The Trade Desk, Inc.
MAXN / Maxeon Solar Technologies, Ltd.
JEF / Jefferies Financial Group Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
SJNK / SPDR Series Trust - State Street SPDR Bloomberg Short Term High Yield Bond ETF
YELP / Yelp Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SPWR / SunPower Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
MIR / Mirion Technologies, Inc.
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
DXCM / DexCom, Inc.
HUBS / HubSpot, Inc.
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
CAG / Conagra Brands, Inc.
SGMO / Sangamo Therapeutics, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
JNJ / Johnson & Johnson
DLR / Digital Realty Trust, Inc.
COOK / Traeger, Inc.
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
LAZR / Luminar Technologies, Inc.
AFL / Aflac Incorporated
SON / Sonoco Products Company
FUVV / Arcimoto, Inc.
JKS / JinkoSolar Holding Co., Ltd. - Depositary Receipt (Common Stock)
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VTS / Vitesse Energy, Inc.
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CR / Crane Company
QCOM / QUALCOMM Incorporated
SWKS / Skyworks Solutions, Inc.
RMBS / Rambus Inc.
STX / Seagate Technology Holdings plc
IT / Gartner, Inc.
SQ / Block, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
DXC / DXC Technology Company
FATE / Fate Therapeutics, Inc.
SNGX / Soligenix, Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
LCTX / Lineage Cell Therapeutics, Inc.
SNOW / Snowflake Inc.
MSI / Motorola Solutions, Inc.
ORCL / Oracle Corporation
HPE / Hewlett Packard Enterprise Company
LIN / Linde plc
SBUX / Starbucks Corporation
V / Visa Inc.
TGT / Target Corporation
NFLX / Netflix, Inc.
INTC / Intel Corporation
PLD / Prologis, Inc.
VZ / Verizon Communications Inc.
VRTX / Vertex Pharmaceuticals Incorporated
BAC / Bank of America Corporation
MSFT / Microsoft Corporation
SLV / iShares Silver Trust
ABBV / AbbVie Inc.
ZTS / Zoetis Inc.
MO / Altria Group, Inc.
MA / Mastercard Incorporated
MMM / 3M Company
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
HD / The Home Depot, Inc.
ADP / Automatic Data Processing, Inc.
UPS / United Parcel Service, Inc.
TRGP / Targa Resources Corp.
YUMC / Yum China Holdings, Inc.
CSCO / Cisco Systems, Inc.
BSX / Boston Scientific Corporation
BKNG / Booking Holdings Inc.
APH / Amphenol Corporation
WFC / Wells Fargo & Company
CVX / Chevron Corporation
SPOT / Spotify Technology S.A.
MRK / Merck & Co., Inc.
LHX / L3Harris Technologies, Inc.
CRDO / Credo Technology Group Holding Ltd
DD / DuPont de Nemours, Inc.
PTON / Peloton Interactive, Inc. Call
GILD / Gilead Sciences, Inc.
PNR / Pentair plc
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
LOW / Lowe's Companies, Inc.
DG / Dollar General Corporation
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
WGS / GeneDx Holdings Corp.
COST / Costco Wholesale Corporation
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
AEP / American Electric Power Company, Inc.
CB / Chubb Limited
CTSH / Cognizant Technology Solutions Corporation
EGP / EastGroup Properties, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SOXX / iShares Trust - iShares Semiconductor ETF
RRC / Range Resources Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
PFF / iShares Trust - iShares Preferred and Income Securities ETF
DAL / Delta Air Lines, Inc.
KPRX / Kiora Pharmaceuticals, Inc.
BRK.B / Berkshire Hathaway Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
GEHC / GE HealthCare Technologies Inc.
SPY / State Street SPDR S&P 500 ETF Trust
MS / Morgan Stanley
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
MAIN / Main Street Capital Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IBM / International Business Machines Corporation
MU / Micron Technology, Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
OGN / Organon & Co.
KULR / KULR Technology Group, Inc.
LDOS / Leidos Holdings, Inc.
ALK / Alaska Air Group, Inc.
CUZ / Cousins Properties Incorporated
APPN / Appian Corporation
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
ROP / Roper Technologies, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
QQQ / Invesco QQQ Trust, Series 1
SOFI / SoFi Technologies, Inc.
TRV / The Travelers Companies, Inc.
OKE / ONEOK, Inc.
MPC / Marathon Petroleum Corporation
QS / QuantumScape Corporation
GLD / SPDR Gold Shares
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
DOW / Dow Inc.
GOLF / Acushnet Holdings Corp.
BMY / Bristol-Myers Squibb Company
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
STZ / Constellation Brands, Inc.
BIIB / Biogen Inc.
JCI / Johnson Controls International plc
MSCI / MSCI Inc.
WELL / Welltower Inc.
UNFI / United Natural Foods, Inc.
CFR / Cullen/Frost Bankers, Inc.
FITB / Fifth Third Bancorp
VLTO / Veralto Corporation
TXN / Texas Instruments Incorporated
SCHW / The Charles Schwab Corporation
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
YUM / Yum! Brands, Inc.
ARCC / Ares Capital Corporation
CMCSA / Comcast Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
IYW / iShares Trust - iShares U.S. Technology ETF
NDSN / Nordson Corporation
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
KTOS / Kratos Defense & Security Solutions, Inc.
VSH / Vishay Intertechnology, Inc.
KD / Kyndryl Holdings, Inc.
IMDX / Insight Molecular Diagnostics Inc.
TLRY / Tilray Brands, Inc.
F / Ford Motor Company
ENPH / Enphase Energy, Inc.
LUV / Southwest Airlines Co.
COIN / Coinbase Global, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
UNH / UnitedHealth Group Incorporated
PKG / Packaging Corporation of America
TJX / The TJX Companies, Inc.
AMZN / Amazon.com, Inc.
WMB / The Williams Companies, Inc.
SNA / Snap-on Incorporated
LMT / Lockheed Martin Corporation
AXNX / Axonics, Inc.
MNMD / Mind Medicine (MindMed) Inc.
AI / C3.ai, Inc.
PEP / PepsiCo, Inc.
ICLR / ICON Public Limited Company
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
BEPC / Brookfield Renewable Corporation
SEDG / SolarEdge Technologies, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
DNMR / Danimer Scientific, Inc.
FCEL / FuelCell Energy, Inc.
SU / Suncor Energy Inc.
C.WSA / Citigroup, Inc.
DTE / DTE Energy Company
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
GOOG / Alphabet Inc.
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
DKNG / DraftKings Inc.
TFII / TFI International Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
ADI / Analog Devices, Inc.
JPM / JPMorgan Chase & Co.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
ET / Energy Transfer LP - Limited Partnership
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
ARKX / ARK ETF Trust - ARK Space & Defense Innovation ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SFBS / ServisFirst Bancshares, Inc.
ARKF / ARK ETF Trust - ARK Blockchain & Fintech Innovation ETF
RDDT / Reddit, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
GE / General Electric Company
ULTA / Ulta Beauty, Inc.
PWRD / TCW ETF Trust - TCW Transform Systems ETF
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
ALEX / Alexander & Baldwin, Inc.
KMB / Kimberly-Clark Corporation
PAWZ / ProShares Trust - ProShares Pet Care ETF
DTM / DT Midstream, Inc.
AMD / Advanced Micro Devices, Inc.
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
FISV / Fiserv, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
MIN / MFS Intermediate Income Trust
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
KHC / The Kraft Heinz Company
ICE / Intercontinental Exchange, Inc.
A / Agilent Technologies, Inc.
HLNE / Hamilton Lane Incorporated
AGO / Assured Guaranty Ltd.
GPC / Genuine Parts Company
DOV / Dover Corporation
CCEP / Coca-Cola Europacific Partners PLC
GS / The Goldman Sachs Group, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
WFC.PRL / Wells Fargo & Company - Preferred Stock
NKE / NIKE, Inc.
PG / The Procter & Gamble Company
CTVA / Corteva, Inc.
RFI / Cohen & Steers Total Return Realty Fund, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
FSS / Federal Signal Corporation
MCD / McDonald's Corporation
EVM / Eaton Vance California Municipal Bond Fund
GIL / Gildan Activewear Inc.
GM / General Motors Company
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
RELX / RELX PLC - Depositary Receipt (Common Stock)
CRL / Charles River Laboratories International, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
BP / BP p.l.c. - Depositary Receipt (Common Stock)
FOXF / Fox Factory Holding Corp.
NARI / Inari Medical, Inc.
CCI / Crown Castle Inc.
BAX / Baxter International Inc.
MTN / Vail Resorts, Inc.
FNF / Fidelity National Financial, Inc.
MORN / Morningstar, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
ACI / Albertsons Companies, Inc.
TER / Teradyne, Inc.
NVDX / ETF Opportunities Trust - T-Rex 2X Long NVIDIA Daily Target ETF
PANW / Palo Alto Networks, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CLRO / ClearOne, Inc.
PFE / Pfizer Inc.
UNP / Union Pacific Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
BIVI / BioVie Inc.
GOOGL / Alphabet Inc.
ONVO / Organovo Holdings, Inc.
MPWR / Monolithic Power Systems, Inc.
SLDP / Solid Power, Inc.
CRWD / CrowdStrike Holdings, Inc.
ABT / Abbott Laboratories
SPGI / S&P Global Inc.
PRTA / Prothena Corporation plc
UTSL / Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
WEC / WEC Energy Group, Inc.
AXP / American Express Company
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
HDV / iShares Trust - iShares Core High Dividend ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
UPST / Upstart Holdings, Inc.
SHOP / Shopify Inc.
CEG / Constellation Energy Corporation
UBER / Uber Technologies, Inc.
SO / The Southern Company
IP / International Paper Company
DHR / Danaher Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ENB / Enbridge Inc.
RAYS / Global X Funds - Global X Solar ETF
CTRA / Coterra Energy Inc.
SLG / SL Green Realty Corp.
RCL / Royal Caribbean Cruises Ltd.
ALTM / Arcadium Lithium plc
IIPR / Innovative Industrial Properties, Inc.
SMG / The Scotts Miracle-Gro Company
RJF / Raymond James Financial, Inc.
BR / Broadridge Financial Solutions, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
NOW / ServiceNow, Inc.
PM / Philip Morris International Inc.
C / Citigroup Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
CLX / The Clorox Company
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
CNI / Canadian National Railway Company
ORGN / Origin Materials, Inc.
ELV / Elevance Health, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
ACB / Aurora Cannabis Inc.
MSA / MSA Safety Incorporated
IZRL / ARK ETF Trust - ARK Israel Innovative Technology ETF
PRNT / ARK ETF Trust - The 3D Printing ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
CXT / Crane NXT, Co.
PAYX / Paychex, Inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
PABU / iShares Trust - iShares Paris-Aligned Climate Optimized MSCI USA ETF
ALLE / Allegion plc
HUBB / Hubbell Incorporated
SHW / The Sherwin-Williams Company
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
MATX / Matson, Inc.
FIX / Comfort Systems USA, Inc.
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
DUK / Duke Energy Corporation
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
CCL / Carnival Corporation Ltd.
ED / Consolidated Edison, Inc.
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
EXC / Exelon Corporation
MDLZ / Mondelez International, Inc.
LFUS / Littelfuse, Inc.
AGM / Federal Agricultural Mortgage Corporation
DVN / Devon Energy Corporation
ACN / Accenture plc
KRMD / KORU Medical Systems, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
TY / Tri-Continental Corporation
CRBN / iShares Trust - iShares Low Carbon Optimized MSCI ACWI ETF
RPM / RPM International Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ADNT / Adient plc
TE / T1 Energy Inc.
RIVN / Rivian Automotive, Inc.
BBY / Best Buy Co., Inc.
LECO / Lincoln Electric Holdings, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
AMAT / Applied Materials, Inc.
LULU / lululemon athletica inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
DVY / iShares Trust - iShares Select Dividend ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
DIS / The Walt Disney Company
IFF / International Flavors & Fragrances Inc.
AIG / American International Group, Inc.
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
GIS / General Mills, Inc.
LMAT / LeMaitre Vascular, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
CNS / Cohen & Steers, Inc.
ESNT / Essent Group Ltd.
T / AT&T Inc.
AMGN / Amgen Inc.
NEE / NextEra Energy, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
LLY / Eli Lilly and Company
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
PUMP / ProPetro Holding Corp.
BITB / Bitwise Bitcoin ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
HAS / Hasbro, Inc.
O / Realty Income Corporation
ALC / Alcon Inc.
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MDT / Medtronic plc
CVS / CVS Health Corporation
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
IONQ / IonQ, Inc.
SHE / SPDR Series Trust - State Street SPDR MSCI USA Gender Diversity ETF
LMND / Lemonade, Inc.
CUBE / CubeSmart
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PEG / Public Service Enterprise Group Incorporated
SYY / Sysco Corporation
PRGO / Perrigo Company plc
EWA / iShares, Inc. - iShares MSCI Australia ETF
BKR / Baker Hughes Company
FCNCA / First Citizens BancShares, Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
EWH / iShares, Inc. - iShares MSCI Hong Kong ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
INO / Inovio Pharmaceuticals, Inc.
KEY / KeyCorp
ES / Eversource Energy
COP / ConocoPhillips
AVGO / Broadcom Inc.
XOM / Exxon Mobil Corporation
KO / The Coca-Cola Company
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SOUN / SoundHound AI, Inc.
SLVM / Sylvamo Corporation
WM / Waste Management, Inc.
AXDXQ / Accelerate Diagnostics, Inc.
EVRG / Evergy, Inc.
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
MDB / MongoDB, Inc.