Market Value1,065,836,721
Total Holdings548
File Date2025-01-07
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
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BCLI / Brainstorm Cell Therapeutics Inc.
APTV / Aptiv PLC
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
OXY / Occidental Petroleum Corporation
PARA / Paramount Global
ARKK / ARK ETF Trust - ARK Innovation ETF
SHW / The Sherwin-Williams Company
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
CNDT / Conduent Incorporated
XRX / Xerox Holdings Corporation
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
TXT / Textron Inc.
LNT / Alliant Energy Corporation
INDP / Indaptus Therapeutics, Inc.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
DFS / Discover Financial Services
IR / Ingersoll Rand Inc.
GBF / iShares Trust - iShares Government/Credit Bond ETF
FELE / Franklin Electric Co., Inc.
SJM / The J. M. Smucker Company
FNGR / FingerMotion, Inc.
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
WMB / The Williams Companies, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TDOC / Teladoc Health, Inc.
DPZ / Domino's Pizza, Inc.
DD / DuPont de Nemours, Inc.
XAGE / Longevity Health Holdings, Inc.
EXE / Expand Energy Corporation
ATO / Atmos Energy Corporation
ORCL / Oracle Corporation
VICR / Vicor Corporation
EMR / Emerson Electric Co.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
PKG / Packaging Corporation of America
RPM / RPM International Inc.
ANSS / ANSYS, Inc.
BIIB / Biogen Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
QCOM / QUALCOMM Incorporated
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
HAL / Halliburton Company
BALL / Ball Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
VZ / Verizon Communications Inc.
VNT / Vontier Corporation
DMBS / DoubleLine ETF Trust - DoubleLine Mortgage ETF
EBAY / eBay Inc.
MSI / Motorola Solutions, Inc.
INTU / Intuit Inc.
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
QQQ / Invesco QQQ Trust, Series 1
CSCO / Cisco Systems, Inc.
INTC / Intel Corporation
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
MCO / Moody's Corporation
ABBV / AbbVie Inc.
WBA / Walgreens Boots Alliance, Inc.
SKX / Skechers U.S.A., Inc.
FCN / FTI Consulting, Inc.
CLF / Cleveland-Cliffs Inc.
FCX / Freeport-McMoRan Inc.
HES / Hess Corporation
BA / The Boeing Company
LYB / LyondellBasell Industries N.V.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
ILMN / Illumina, Inc.
GPN / Global Payments Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
AJG / Arthur J. Gallagher & Co.
XOM / Exxon Mobil Corporation
EMTL / SSGA Active Trust - State Street DoubleLine Emerging Markets Fixed Income ETF
IWB / iShares Trust - iShares Russell 1000 ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
WPC / W. P. Carey Inc.
URI / United Rentals, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BX / Blackstone Inc.
UNP / Union Pacific Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
AXP / American Express Company
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
PAYX / Paychex, Inc.
WDFC / WD-40 Company
GOOGL / Alphabet Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AMAT / Applied Materials, Inc.
IBM / International Business Machines Corporation
SNPS / Synopsys, Inc.
PM / Philip Morris International Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MDLZ / Mondelez International, Inc.
ADI / Analog Devices, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SO / The Southern Company
DVY / iShares Trust - iShares Select Dividend ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
TD / The Toronto-Dominion Bank
PGR / The Progressive Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
GEHC / GE HealthCare Technologies Inc.
KMB / Kimberly-Clark Corporation
CNI / Canadian National Railway Company
OHI / Omega Healthcare Investors, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
DNOW / DNOW Inc.
STZ / Constellation Brands, Inc.
CFR / Cullen/Frost Bankers, Inc.
MKTX / MarketAxess Holdings Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SCHW / The Charles Schwab Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DJT / Trump Media & Technology Group Corp.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
ENR / Energizer Holdings, Inc.
LPX / Louisiana-Pacific Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
TXN / Texas Instruments Incorporated
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
AMD / Advanced Micro Devices, Inc.
ITW / Illinois Tool Works Inc.
TROW / T. Rowe Price Group, Inc.
CEG / Constellation Energy Corporation
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
XME / SPDR Series Trust - State Street SPDR S&P Metals & Mining ETF
FITB / Fifth Third Bancorp
D / Dominion Energy, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
KHC / The Kraft Heinz Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
WBD / Warner Bros. Discovery, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CHWY / Chewy, Inc.
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
FTV / Fortive Corporation
MET / MetLife, Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
NOV / NOV Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
MSFT / Microsoft Corporation
CVX / Chevron Corporation
FDX / FedEx Corporation
LLY / Eli Lilly and Company
DRI / Darden Restaurants, Inc.
CCJ / Cameco Corporation
APH / Amphenol Corporation
ENB / Enbridge Inc.
BHB / Bar Harbor Bankshares
BAX / Baxter International Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SPY / State Street SPDR S&P 500 ETF Trust
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
BXMX / Nuveen S&P 500 Buy-Write Income Fund
KD / Kyndryl Holdings, Inc.
UBER / Uber Technologies, Inc.
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN
BRK.B / Berkshire Hathaway Inc.
AMCR / Amcor plc
HD / The Home Depot, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
PSA / Public Storage
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
NKE / NIKE, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
ADBE / Adobe Inc.
FBIN / Fortune Brands Innovations, Inc.
PII / Polaris Inc.
TW / Tradeweb Markets Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IWV / iShares Trust - iShares Russell 3000 ETF
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
AMZN / Amazon.com, Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
COHR / Coherent Corp.
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
JXI / iShares Trust - iShares Global Utilities ETF
MTZ / MasTec, Inc.
XYL / Xylem Inc.
OSK / Oshkosh Corporation
EMBC / Embecta Corp.
NGG / National Grid plc - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
KLAC / KLA Corporation
TDY / Teledyne Technologies Incorporated
HSY / The Hershey Company
MUB / iShares Trust - iShares National Muni Bond ETF
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
IVV / iShares Trust - iShares Core S&P 500 ETF
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
IWM / iShares Trust - iShares Russell 2000 ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
CYBR / CyberArk Software Ltd.
CME / CME Group Inc.
PG / The Procter & Gamble Company
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
HPE / Hewlett Packard Enterprise Company
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
ZBH / Zimmer Biomet Holdings, Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
LMT / Lockheed Martin Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
META / Meta Platforms, Inc.
GPC / Genuine Parts Company
PYPL / PayPal Holdings, Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
O / Realty Income Corporation
CVS / CVS Health Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
TRMB / Trimble Inc.
IQV / IQVIA Holdings Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
WSM / Williams-Sonoma, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
MKC / McCormick & Company, Incorporated
NEP / XPLR Infrastructure, LP - Limited Partnership
MTN / Vail Resorts, Inc.
LRCX / Lam Research Corporation
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
LUV / Southwest Airlines Co.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
TEL / TE Connectivity plc
OKTA / Okta, Inc.
CTRA / Coterra Energy Inc.
ELS / Equity LifeStyle Properties, Inc.
WST / West Pharmaceutical Services, Inc.
C.WSA / Citigroup, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
NLOP / Net Lease Office Properties
ECL / Ecolab Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
FARM / Farmer Bros. Co.
EXC / Exelon Corporation
ULTA / Ulta Beauty, Inc.
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
AIG / American International Group, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
HBI / Hanesbrands Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
COP / ConocoPhillips
WHR / Whirlpool Corporation
CLX / The Clorox Company
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
HON / Honeywell International Inc.
BYON / Beyond, Inc.
FSLR / First Solar, Inc.
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
CSX / CSX Corporation
VLTO / Veralto Corporation
ALLY / Ally Financial Inc.
WM / Waste Management, Inc.
TFC / Truist Financial Corporation
DFVE / DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
AMC / AMC Entertainment Holdings, Inc.
NEE / NextEra Energy, Inc.
GNRC / Generac Holdings Inc.
PRU / Prudential Financial, Inc.
SPCE / Virgin Galactic Holdings, Inc.
BAC / Bank of America Corporation
SPG / Simon Property Group, Inc.
GWW / W.W. Grainger, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
ICLR / ICON Public Limited Company
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
PANW / Palo Alto Networks, Inc.
RF / Regions Financial Corporation
SYK / Stryker Corporation
CRM / Salesforce, Inc.
ZTS / Zoetis Inc.
PLD / Prologis, Inc.
AMGN / Amgen Inc.
CHD / Church & Dwight Co., Inc.
OMC / Omnicom Group Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
NOW / ServiceNow, Inc.
DBND / DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF
GME / GameStop Corp.
ISRG / Intuitive Surgical, Inc.
GROV / Grove Collaborative Holdings, Inc.
CI / The Cigna Group
JPM / JPMorgan Chase & Co.
ADP / Automatic Data Processing, Inc.
NWL / Newell Brands Inc.
NSC / Norfolk Southern Corporation
DOW / Dow Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
LOW / Lowe's Companies, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
WBS / Webster Financial Corporation
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
IGOV / iShares Trust - iShares International Treasury Bond ETF
NUE / Nucor Corporation
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
DCI / Donaldson Company, Inc.
NWFL / Norwood Financial Corp.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TRV / The Travelers Companies, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
CELH / Celsius Holdings, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
SNOW / Snowflake Inc.
SLF / Sun Life Financial Inc.
XRAY / DENTSPLY SIRONA Inc.
IEP / Icahn Enterprises L.P.
EPD / Enterprise Products Partners L.P. - Limited Partnership
AMT / American Tower Corporation
JBHT / J.B. Hunt Transport Services, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
V / Visa Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
FNLC / The First Bancorp, Inc.
MDT / Medtronic plc
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
GEV / GE Vernova Inc.
HAS / Hasbro, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
BSX / Boston Scientific Corporation
CL / Colgate-Palmolive Company
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
LHX / L3Harris Technologies, Inc.
PODD / Insulet Corporation
IYY / iShares Trust - iShares Dow Jones U.S. ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
2U3 / Alcon Inc.
SYY / Sysco Corporation
UPS / United Parcel Service, Inc.
CMI / Cummins Inc.
WY / Weyerhaeuser Company
STX / Seagate Technology Holdings plc
WDC / Western Digital Corporation
ESTC / Elastic N.V.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
C / Citigroup Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
TYL / Tyler Technologies, Inc.
KNF / Knife River Corporation
WMT / Walmart Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
FTNT / Fortinet, Inc.
DUK / Duke Energy Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
GL / Globe Life Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MPC / Marathon Petroleum Corporation
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
WEN / The Wendy's Company
RTX / RTX Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AFL / Aflac Incorporated
CMCSA / Comcast Corporation
SBUX / Starbucks Corporation
TSN / Tyson Foods, Inc.
PFE / Pfizer Inc.
STT / State Street Corporation
CPRX / Catalyst Pharmaceuticals, Inc.
MBB / iShares Trust - iShares MBS ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
APD / Air Products and Chemicals, Inc.
T / AT&T Inc.
CAT / Caterpillar Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
HCA / HCA Healthcare, Inc.
SIRI / Sirius XM Holdings Inc.
MTB / M&T Bank Corporation
MMM / 3M Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
GD / General Dynamics Corporation
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
NEM / Newmont Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MA / Mastercard Incorporated
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
CTAS / Cintas Corporation
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
NOC / Northrop Grumman Corporation
BBT / Beacon Financial Corporation
FAST / Fastenal Company
LANC / Lancaster Colony Corporation
OGN / Organon & Co.
WTRG / Essential Utilities, Inc.
PLTR / Palantir Technologies Inc.
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
CGTX / Cognition Therapeutics, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
AON / Aon plc
CMS / CMS Energy Corporation
USB / U.S. Bancorp
PATH / UiPath, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
FLG.PRU / New York Community Capital Trust V - Corporate Bond/Note
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
ACN / Accenture plc
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
ILF / iShares Trust - iShares Latin America 40 ETF
INGR / Ingredion Incorporated
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
PEP / PepsiCo, Inc.
EW / Edwards Lifesciences Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AMP / Ameriprise Financial, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
PWR / Quanta Services, Inc.
BKNG / Booking Holdings Inc.
VLY / Valley National Bancorp
REGN / Regeneron Pharmaceuticals, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
TSCO / Tractor Supply Company
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
PPG / PPG Industries, Inc.
MKFG / Markforged Holding Corporation
SOLV / Solventum Corporation
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
COF / Capital One Financial Corporation
CCL / Carnival Corporation Ltd.
OKE / ONEOK, Inc.
SLB / SLB N.V.
GIS / General Mills, Inc.
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
MAR / Marriott International, Inc.
AZO / AutoZone, Inc.
CBSH / Commerce Bancshares, Inc.
CINF / Cincinnati Financial Corporation
F / Ford Motor Company
VTRS / Viatris Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MGEE / MGE Energy, Inc.
MRVL / Marvell Technology, Inc.
RIVN / Rivian Automotive, Inc.
GOLD / Gold.com, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
DLR / Digital Realty Trust, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
CAC / Camden National Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
AVNS / Avanos Medical, Inc.
WEX / WEX Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
TT / Trane Technologies plc
EFV / iShares Trust - iShares MSCI EAFE Value ETF
GS / The Goldman Sachs Group, Inc.
ADX / Adams Diversified Equity Fund, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
MCD / McDonald's Corporation
ICE / Intercontinental Exchange, Inc.
ETN / Eaton Corporation plc
MRK / Merck & Co., Inc.
UNH / UnitedHealth Group Incorporated
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CTVA / Corteva, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
PSX / Phillips 66
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
NVDA / NVIDIA Corporation
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
DIS / The Walt Disney Company
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
HII / Huntington Ingalls Industries, Inc.
DE / Deere & Company
VIRT / Virtu Financial, Inc.
MIDD / The Middleby Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
LEN / Lennar Corporation
SRE / Sempra
BR / Broadridge Financial Solutions, Inc.
ED / Consolidated Edison, Inc.
BMY / Bristol-Myers Squibb Company
GLW / Corning Incorporated
JNJ / Johnson & Johnson
DHR / Danaher Corporation
AEP / American Electric Power Company, Inc.
LH / Labcorp Holdings Inc.
IDXX / IDEXX Laboratories, Inc.
ADM / Archer-Daniels-Midland Company
TGT / Target Corporation
MO / Altria Group, Inc.
CC / The Chemours Company
TJX / The TJX Companies, Inc.
MDU / MDU Resources Group, Inc.
CB / Chubb Limited
MRSH / Marsh & McLennan Companies, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
NVS / Novartis AG - Depositary Receipt (Common Stock)
BDX / Becton, Dickinson and Company
VLO / Valero Energy Corporation
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SPGI / S&P Global Inc.
PPL / PPL Corporation
OTIS / Otis Worldwide Corporation
NFLX / Netflix, Inc.
TEL / TE Connectivity plc
ALB / Albemarle Corporation
AAPL / Apple Inc.
GOOG / Alphabet Inc.
TSLA / Tesla, Inc.
GE / General Electric Company
MS / Morgan Stanley
KEY / KeyCorp
AWK / American Water Works Company, Inc.
NXPI / NXP Semiconductors N.V.
KO / The Coca-Cola Company
PH / Parker-Hannifin Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
WAT / Waters Corporation
ES / Eversource Energy
DAL / Delta Air Lines, Inc.
NTAP / NetApp, Inc.
WFC / Wells Fargo & Company
TMUS / T-Mobile US, Inc.
TMO / Thermo Fisher Scientific Inc.
BHF / Brighthouse Financial, Inc.
PCAR / PACCAR Inc
PNC / The PNC Financial Services Group, Inc.
SHOP / Shopify Inc.
WOLF / Wolfspeed, Inc.
XEL / Xcel Energy Inc.
DELL / Dell Technologies Inc.
LIN / Linde plc
MCHP / Microchip Technology Incorporated
CAH / Cardinal Health, Inc.
ABT / Abbott Laboratories
ELV / Elevance Health, Inc.
CARR / Carrier Global Corporation
GLD / SPDR Gold Shares
MLM / Martin Marietta Materials, Inc.
BK / The Bank of New York Mellon Corporation
LPSN / LivePerson, Inc.
YUM / Yum! Brands, Inc.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
ESS / Essex Property Trust, Inc.