Market Value1,327,427,742
Total Holdings511
File Date2024-07-10
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)
DXCM / DexCom, Inc.
AXNX / Axonics, Inc.
MNMD / Mind Medicine (MindMed) Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
CRL / Charles River Laboratories International, Inc.
SPWR / SunPower Inc.
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
DLR / Digital Realty Trust, Inc.
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
TE / T1 Energy Inc.
TPR / Tapestry, Inc.
NET / Cloudflare, Inc.
LW / Lamb Weston Holdings, Inc.
WKHS / Workhorse Group, Inc.
SNGX / Soligenix, Inc.
VIEW / View, Inc.
SWKS / Skyworks Solutions, Inc.
RAYS / Global X Funds - Global X Solar ETF
WGS / GeneDx Holdings Corp.
SLVM / Sylvamo Corporation
HASI / HA Sustainable Infrastructure Capital, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SIRI / Sirius XM Holdings Inc.
DYNT / Dynatronics Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
HUBS / HubSpot, Inc.
SMCI / Super Micro Computer, Inc.
TTD / The Trade Desk, Inc.
JKS / JinkoSolar Holding Co., Ltd. - Depositary Receipt (Common Stock)
CLIX / ProShares Trust - ProShares Long Online/Short Stores ETF
KPRX / Kiora Pharmaceuticals, Inc.
ALB / Albemarle Corporation
EKSO / Ekso Bionics Holdings, Inc.
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
BYND / Beyond Meat, Inc.
SGMO / Sangamo Therapeutics, Inc.
JPM / JPMorgan Chase & Co.
ULTA / Ulta Beauty, Inc.
NNN / NNN REIT, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
HAL / Halliburton Company
GIL / Gildan Activewear Inc.
ICLR / ICON Public Limited Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
CCI / Crown Castle Inc.
LDOS / Leidos Holdings, Inc.
SON / Sonoco Products Company
MAXN / Maxeon Solar Technologies, Ltd.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CUBE / CubeSmart
AMD / Advanced Micro Devices, Inc.
TY / Tri-Continental Corporation
CAT / Caterpillar Inc.
JNJ / Johnson & Johnson
META / Meta Platforms, Inc.
RXRX / Recursion Pharmaceuticals, Inc.
ISRG / Intuitive Surgical, Inc.
ALL / The Allstate Corporation
CMG / Chipotle Mexican Grill, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ICE / Intercontinental Exchange, Inc.
HPQ / HP Inc.
AMT / American Tower Corporation
AI / C3.ai, Inc.
AFL / Aflac Incorporated
TSCO / Tractor Supply Company
STE / STERIS plc
SAIC / Science Applications International Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
PRTA / Prothena Corporation plc
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
RBLX / Roblox Corporation
CRM / Salesforce, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CTRA / Coterra Energy Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
MDLZ / Mondelez International, Inc.
ZWS / Zurn Elkay Water Solutions Corporation
HUBB / Hubbell Incorporated
AAPL / Apple Inc.
ENB / Enbridge Inc.
AVGO / Broadcom Inc.
SKYW / SkyWest, Inc.
NVDA / NVIDIA Corporation
SNGX / Soligenix, Inc.
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
SOFI / SoFi Technologies, Inc.
CRBN / iShares Trust - iShares Low Carbon Optimized MSCI ACWI ETF
TFII / TFI International Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
GOOG / Alphabet Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ET / Energy Transfer LP - Limited Partnership
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ARKX / ARK ETF Trust - ARK Space & Defense Innovation ETF
RCL / Royal Caribbean Cruises Ltd.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
RDDT / Reddit, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
RIVN / Rivian Automotive, Inc.
GE / General Electric Company
PWRD / TCW ETF Trust - TCW Transform Systems ETF
WELL / Welltower Inc.
VLTO / Veralto Corporation
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
PAWZ / ProShares Trust - ProShares Pet Care ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
DTM / DT Midstream, Inc.
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
FISV / Fiserv, Inc.
MIN / MFS Intermediate Income Trust
CMCSA / Comcast Corporation
ARCC / Ares Capital 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
VSH / Vishay Intertechnology, Inc.
IIPR / Innovative Industrial Properties, Inc.
CCEP / Coca-Cola Europacific Partners PLC
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
IMDX / Insight Molecular Diagnostics Inc.
SER / Serina Therapeutics, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
TLRY / Tilray Brands, Inc.
GS / The Goldman Sachs Group, Inc.
WFC.PRL / Wells Fargo & Company - Preferred Stock
UNH / UnitedHealth Group Incorporated
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
NOW / ServiceNow, Inc.
AMZN / Amazon.com, Inc.
FTGS / First Trust Exchange-Traded Fund - First Trust Growth Strength ETF
COP / ConocoPhillips
RFI / Cohen & Steers Total Return Realty Fund, Inc.
PG / The Procter & Gamble Company
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
SLG / SL Green Realty Corp.
PAYX / Paychex, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
GNRC / Generac Holdings Inc.
LMAT / LeMaitre Vascular, Inc.
GIS / General Mills, Inc.
D / Dominion Energy, Inc.
BA / The Boeing Company
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
WEC / WEC Energy Group, Inc.
SJNK / SPDR Series Trust - State Street SPDR Bloomberg Short Term High Yield Bond ETF
CFR / Cullen/Frost Bankers, Inc.
ACN / Accenture plc
ADBE / Adobe Inc.
MTD / Mettler-Toledo International Inc.
EXAS / Exact Sciences Corporation
AXDXQ / Accelerate Diagnostics, Inc.
VTS / Vitesse Energy, Inc.
NFLX / Netflix, Inc.
YELP / Yelp Inc.
ORCL / Oracle Corporation
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
RMBS / Rambus Inc.
LIN / Linde plc
SBUX / Starbucks Corporation
V / Visa Inc.
FUVV / Arcimoto, Inc.
TGT / Target Corporation
LAZR / Luminar Technologies, Inc.
LUV / Southwest Airlines Co.
KMB / Kimberly-Clark Corporation
SCHW / The Charles Schwab Corporation
SMG / The Scotts Miracle-Gro Company
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
BAC / Bank of America Corporation
XOM / Exxon Mobil Corporation
KO / The Coca-Cola Company
MA / Mastercard Incorporated
MSFT / Microsoft Corporation
SLV / iShares Silver Trust
ZTS / Zoetis Inc.
MO / Altria Group, Inc.
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
MIR / Mirion Technologies, Inc.
MCD / McDonald's Corporation
ADP / Automatic Data Processing, Inc.
WFC / Wells Fargo & Company
YUMC / Yum China Holdings, Inc.
SHW / The Sherwin-Williams Company
LLY / Eli Lilly and Company
BSX / Boston Scientific Corporation
BMY / Bristol-Myers Squibb Company
ABT / Abbott Laboratories
SO / The Southern Company
LCTX / Lineage Cell Therapeutics, Inc.
SNOW / Snowflake Inc.
MSI / Motorola Solutions, Inc.
PLD / Prologis, Inc.
UPS / United Parcel Service, Inc.
WM / Waste Management, Inc.
BKNG / Booking Holdings Inc.
APH / Amphenol Corporation
ELV / Elevance Health, Inc.
CVX / Chevron Corporation
ENPH / Enphase Energy, Inc.
SPOT / Spotify Technology S.A.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
MRK / Merck & Co., Inc.
CRDO / Credo Technology Group Holding Ltd
LHX / L3Harris Technologies, Inc.
STX / Seagate Technology Holdings plc
BKR / Baker Hughes Company
PTON / Peloton Interactive, Inc.
PTON / Peloton Interactive, Inc. Call
GILD / Gilead Sciences, Inc.
STZ / Constellation Brands, Inc.
DKNG / DraftKings Inc.
FCNCA / First Citizens BancShares, Inc.
PNR / Pentair plc
DG / Dollar General Corporation
COST / Costco Wholesale Corporation
PM / Philip Morris International Inc.
ES / Eversource Energy
NEE / NextEra Energy, Inc.
EGP / EastGroup Properties, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
RRC / Range Resources Corporation
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
CTSH / Cognizant Technology Solutions Corporation
CNI / Canadian National Railway Company
IBB / iShares Trust - iShares Biotechnology ETF
DAL / Delta Air Lines, Inc.
DXC / DXC Technology Company
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
NKE / NIKE, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
COOK / Traeger, Inc.
XYL / Xylem Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IT / Gartner, Inc.
WSM / Williams-Sonoma, Inc.
AON / Aon plc
DHR / Danaher Corporation
FSS / Federal Signal Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SYY / Sysco Corporation
CAG / Conagra Brands, Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
GBDC / Golub Capital BDC, Inc.
JCI / Johnson Controls International plc
FANG / Diamondback Energy, Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
ECL / Ecolab Inc.
ZION / Zions Bancorporation, National Association
FIS / Fidelity National Information Services, Inc.
EQIX / Equinix, Inc.
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
HLNE / Hamilton Lane Incorporated
IVV / iShares Trust - iShares Core S&P 500 ETF
BUG / Global X Funds - Global X Cybersecurity ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
STEM / Stem, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ALEX / Alexander & Baldwin, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
SFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - February
ARKF / ARK ETF Trust - ARK Blockchain & Fintech Innovation ETF
APPN / Appian Corporation
PEP / PepsiCo, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
HON / Honeywell International Inc.
EVM / Eaton Vance California Municipal Bond Fund
RELX / RELX PLC - Depositary Receipt (Common Stock)
ALK / Alaska Air Group, Inc.
ACI / Albertsons Companies, Inc.
FATE / Fate Therapeutics, Inc.
GM / General Motors Company
TER / Teradyne, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
CB / Chubb Limited
PANW / Palo Alto Networks, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
CR / Crane Company
HD / The Home Depot, Inc.
MSA / MSA Safety Incorporated
PFF / iShares Trust - iShares Preferred and Income Securities ETF
T / AT&T Inc.
TXN / Texas Instruments Incorporated
BRK.B / Berkshire Hathaway Inc.
AGO / Assured Guaranty Ltd.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
CLX / The Clorox Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GEHC / GE HealthCare Technologies Inc.
PRNT / ARK ETF Trust - The 3D Printing ETF
INTC / Intel Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VZ / Verizon Communications Inc.
CEG / Constellation Energy Corporation
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
MAIN / Main Street Capital Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
ELAN / Elanco Animal Health Incorporated
WKHS / Workhorse Group, Inc.
IP / International Paper Company
KRMD / KORU Medical Systems, Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
EWH / iShares, Inc. - iShares MSCI Hong Kong ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
OGN / Organon & Co.
ALTM / Arcadium Lithium plc
CUZ / Cousins Properties Incorporated
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
CSA / Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
SPY / State Street SPDR S&P 500 ETF Trust
NXPI / NXP Semiconductors N.V.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PFE / Pfizer Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
RJF / Raymond James Financial, Inc.
YUM / Yum! Brands, Inc.
MPWR / Monolithic Power Systems, Inc.
JEF / Jefferies Financial Group Inc.
ABBV / AbbVie Inc.
PKG / Packaging Corporation of America
ONVO / Organovo Holdings, Inc.
AXP / American Express Company
HDV / iShares Trust - iShares Core High Dividend ETF
SHOP / Shopify Inc.
UNP / Union Pacific Corporation
ORGN / Origin Materials, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
BIVI / BioVie Inc.
GOOGL / Alphabet Inc.
LFUS / Littelfuse, Inc.
GWH / ESS Tech, Inc.
SLDP / Solid Power, Inc.
BRDG / Bridge Investment Group Holdings Inc.
QSPT / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - September
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
KHC / The Kraft Heinz Company
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
UBER / Uber Technologies, Inc.
HAIN / The Hain Celestial Group, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
AGM / Federal Agricultural Mortgage Corporation
DVN / Devon Energy Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
LOW / Lowe's Companies, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
SOLV / Solventum Corporation
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
PABU / iShares Trust - iShares Paris-Aligned Climate Optimized MSCI USA ETF
IBM / International Business Machines Corporation
WMB / The Williams Companies, Inc.
TRV / The Travelers Companies, Inc.
ADNT / Adient plc
ROP / Roper Technologies, Inc.
QCOM / QUALCOMM Incorporated
QS / QuantumScape Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
MPC / Marathon Petroleum Corporation
BBY / Best Buy Co., Inc.
VRTX / Vertex Pharmaceuticals Incorporated
AMGN / Amgen Inc.
OKE / ONEOK, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
GLD / SPDR Gold Shares
ADI / Analog Devices, Inc.
GEV / GE Vernova Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
FIX / Comfort Systems USA, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
TJX / The TJX Companies, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
ALLE / Allegion plc
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
GOLF / Acushnet Holdings Corp.
MSCI / MSCI Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
BIIB / Biogen Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
AWK / American Water Works Company, Inc.
RMR / The RMR Group Inc.
SHE / SPDR Series Trust - State Street SPDR MSCI USA Gender Diversity ETF
RTX / RTX Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
UNFI / United Natural Foods, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IONQ / IonQ, Inc.
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
AEP / American Electric Power Company, Inc.
ESNT / Essent Group Ltd.
AJG / Arthur J. Gallagher & Co.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
F / Ford Motor Company
IWV / iShares Trust - iShares Russell 3000 ETF
PRGO / Perrigo Company plc
C / Citigroup Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
SOXX / iShares Trust - iShares Semiconductor ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
O / Realty Income Corporation
HUN / Huntsman Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
KULR / KULR Technology Group, Inc.
SOUN / SoundHound AI, Inc.
BR / Broadridge Financial Solutions, Inc.
ACB / Aurora Cannabis Inc.
CXT / Crane NXT, Co.
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
DTE / DTE Energy Company
AGCO / AGCO Corporation
EXC / Exelon Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CRWD / CrowdStrike Holdings, Inc.
DOW / Dow Inc.
CNS / Cohen & Steers, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
UTSL / Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SEDG / SolarEdge Technologies, Inc.
AIG / American International Group, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
PUMP / ProPetro Holding Corp.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
ALC / Alcon Inc.
COIN / Coinbase Global, Inc.
UPST / Upstart Holdings, Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
CTVA / Corteva, Inc.
PYPL / PayPal Holdings, Inc.
LMND / Lemonade, Inc.
MTN / Vail Resorts, Inc.
KD / Kyndryl Holdings, Inc.
CCL / Carnival Corporation Ltd.
LECO / Lincoln Electric Holdings, Inc.
QQQ / Invesco QQQ Trust, Series 1
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
LULU / lululemon athletica inc.
SQ / Block, Inc.
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
ED / Consolidated Edison, Inc.
AMAT / Applied Materials, Inc.
IDXX / IDEXX Laboratories, Inc.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
FOXF / Fox Factory Holding Corp.
JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
TMO / Thermo Fisher Scientific Inc.
RPM / RPM International Inc.
DIS / The Walt Disney Company
RUN / Sunrun Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
CDL / Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
HPE / Hewlett Packard Enterprise Company
DUK / Duke Energy Corporation
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
A / Agilent Technologies, Inc.
SFBS / ServisFirst Bancshares, Inc.
IFF / International Flavors & Fragrances Inc.
NARI / Inari Medical, Inc.
FSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September
FNF / Fidelity National Financial, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BEPC / Brookfield Renewable Corporation
MMM / 3M Company
MATX / Matson, Inc.
NVDX / ETF Opportunities Trust - T-Rex 2X Long NVIDIA Daily Target ETF
ZS / Zscaler, Inc.
INTU / Intuit Inc.
FCEL / FuelCell Energy, Inc.
MS / Morgan Stanley
BITB / Bitwise Bitcoin ETF
MDT / Medtronic plc
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
NDSN / Nordson Corporation
HAS / Hasbro, Inc.
DNMR / Danimer Scientific, Inc.
BAX / Baxter International Inc.
MU / Micron Technology, Inc.
TRGP / Targa Resources Corp.
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
DD / DuPont de Nemours, Inc.
AVY / Avery Dennison Corporation
PEG / Public Service Enterprise Group Incorporated
IZRL / ARK ETF Trust - ARK Israel Innovative Technology ETF
CSCO / Cisco Systems, Inc.
C.WSA / Citigroup, Inc.
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
KTOS / Kratos Defense & Security Solutions, Inc.
USB / U.S. Bancorp
KEY / KeyCorp
GPC / Genuine Parts Company
MORN / Morningstar, Inc.
SNA / Snap-on Incorporated
SU / Suncor Energy Inc.
EWA / iShares, Inc. - iShares MSCI Australia ETF
MUB / iShares Trust - iShares National Muni Bond ETF
INO / Inovio Pharmaceuticals, Inc.
CLRO / ClearOne, Inc.
LMT / Lockheed Martin Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IBIT / iShares Bitcoin Trust ETF
EVRG / Evergy, Inc.
SMR / NuScale Power Corporation