Market Value1,788,304,223
Total Holdings578
File Date2025-07-22
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)
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
MCD / McDonald's Corporation
META / Meta Platforms, Inc.
AMGN / Amgen Inc.
EXR / Extra Space Storage Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
MCHP / Microchip Technology Incorporated
V / Visa Inc.
AMZN / Amazon.com, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
MA / Mastercard Incorporated
NTAP / NetApp, Inc.
SCJ / iShares, Inc. - iShares MSCI Japan Small-Cap ETF
LIN / Linde plc
SBUX / Starbucks Corporation
ABT / Abbott Laboratories
UBER / Uber Technologies, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VIS / Vanguard World Fund - Vanguard Industrials ETF
USB / U.S. Bancorp
MPWR / Monolithic Power Systems, Inc.
CMS / CMS Energy Corporation
AMT / American Tower Corporation
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
BR / Broadridge Financial Solutions, Inc.
APH / Amphenol Corporation
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
YUM / Yum! Brands, Inc.
QCOM / QUALCOMM Incorporated
RELX / RELX PLC - Depositary Receipt (Common Stock)
FE / FirstEnergy Corp.
RTX / RTX Corporation
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
SHW / The Sherwin-Williams Company
TDG / TransDigm Group Incorporated
WM / Waste Management, Inc.
CAH / Cardinal Health, Inc.
IBM / International Business Machines Corporation
ROP / Roper Technologies, Inc.
QQQ / Invesco QQQ Trust, Series 1
QQQ / Invesco QQQ Trust, Series 1 Put
WMT / Walmart Inc.
NOC / Northrop Grumman Corporation
INTC / Intel Corporation
CARR / Carrier Global Corporation
OTIS / Otis Worldwide Corporation
HPE / Hewlett Packard Enterprise Company
CPRT / Copart, Inc.
PBA / Pembina Pipeline Corporation
SNPS / Synopsys, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
HOOD / Robinhood Markets, Inc.
BMY / Bristol-Myers Squibb Company
CAT / Caterpillar Inc.
NVDA / NVIDIA Corporation
AZO / AutoZone, Inc.
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
TD / The Toronto-Dominion Bank
NFLX / Netflix, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
MKL / Markel Group Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
COST / Costco Wholesale Corporation
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
MSI / Motorola Solutions, Inc.
SCHW / The Charles Schwab Corporation
VRSN / VeriSign, Inc.
WELL / Welltower Inc.
IR / Ingersoll Rand Inc.
CF / CF Industries Holdings, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MPC / Marathon Petroleum Corporation
TMUS / T-Mobile US, Inc.
ZS / Zscaler, Inc.
B / Barrick Mining Corporation
CM / Canadian Imperial Bank of Commerce
EXC / Exelon Corporation
CP / Canadian Pacific Kansas City Limited
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF Put
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
LH / Labcorp Holdings Inc.
CPAY / Corpay, Inc.
FERG / Ferguson Enterprises Inc.
MNST / Monster Beverage Corporation
DLTR / Dollar Tree, Inc.
ET / Energy Transfer LP - Limited Partnership
SHOP / Shopify Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
RL / Ralph Lauren Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
AXP / American Express Company
CVX / Chevron Corporation
ORCL / Oracle Corporation
LAMR / Lamar Advertising Company
PLTR / Palantir Technologies Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
IEX / IDEX Corporation
RY / Royal Bank of Canada
ETN / Eaton Corporation plc
ADBE / Adobe Inc.
PLD / Prologis, Inc.
JBL / Jabil Inc.
TJX / The TJX Companies, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
SPY / State Street SPDR S&P 500 ETF Trust Put
VST / Vistra Corp.
NKE / NIKE, Inc.
STX / Seagate Technology Holdings plc
SNAP / Snap Inc.
NDAQ / Nasdaq, Inc.
GLW / Corning Incorporated
AJG / Arthur J. Gallagher & Co.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
LULU / lululemon athletica inc.
ORI / Old Republic International Corporation
WCN / Waste Connections, Inc.
TT / Trane Technologies plc
HWM / Howmet Aerospace Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
EFA / iShares Trust - iShares MSCI EAFE ETF
EFA / iShares Trust - iShares MSCI EAFE ETF Put
CSGP / CoStar Group, Inc.
MTD / Mettler-Toledo International Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
PKG / Packaging Corporation of America
PSX / Phillips 66
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF Put
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
EWY / iShares, Inc. - iShares MSCI South Korea ETF
HST / Host Hotels & Resorts, Inc.
SYK / Stryker Corporation
JPM / JPMorgan Chase & Co.
KKR / KKR & Co. Inc.
BLZE / Backblaze, Inc.
CNC / Centene Corporation
JNPR / Juniper Networks, Inc.
T / AT&T Inc.
KDP / Keurig Dr Pepper Inc.
HR / Healthcare Realty Trust Incorporated
SUI / Sun Communities, Inc.
AWK / American Water Works Company, Inc.
ALC / Alcon Inc.
INVH / Invitation Homes Inc.
UDR / UDR, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
VAW / Vanguard World Fund - Vanguard Materials ETF
FICO / Fair Isaac Corporation
MAA / Mid-America Apartment Communities, Inc.
ANET / Arista Networks, Inc.
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
MU / Micron Technology, Inc.
BRK.B / Berkshire Hathaway Inc.
ECL / Ecolab Inc.
IMVP / Invesco India Exchange-Traded Fund Trust - Invesco India ETF
WAT / Waters Corporation
RACE / Ferrari N.V.
PANW / Palo Alto Networks, Inc.
ISRG / Intuitive Surgical, Inc.
URI / United Rentals, Inc.
GE / General Electric Company
TOC / Thomson Reuters Corporation
GOOGL / Alphabet Inc.
EBAY / eBay Inc.
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
CTSH / Cognizant Technology Solutions Corporation
FDX / FedEx Corporation
HIG / The Hartford Insurance Group, Inc.
CVS / CVS Health Corporation
VTRS / Viatris Inc.
CI / The Cigna Group
DD / DuPont de Nemours, Inc.
FNF / Fidelity National Financial, Inc.
UNH / UnitedHealth Group Incorporated
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
OXY / Occidental Petroleum Corporation
CSCO / Cisco Systems, Inc.
VICI / VICI Properties Inc.
SU / Suncor Energy Inc.
FXY / Invesco CurrencyShares Japanese Yen Trust
DOW / Dow Inc.
FITB / Fifth Third Bancorp
JNJ / Johnson & Johnson
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
COF / Capital One Financial Corporation
DLR / Digital Realty Trust, Inc.
JCI / Johnson Controls International plc
FTNT / Fortinet, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CASY / Casey's General Stores, Inc.
TPR / Tapestry, Inc.
KR / The Kroger Co.
BRK.A / Berkshire Hathaway Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
EFX / Equifax Inc.
WSM / Williams-Sonoma, Inc.
MDT / Medtronic plc
A / Agilent Technologies, Inc.
NSC / Norfolk Southern Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SLB / SLB N.V.
TGT / Target Corporation
ALLY / Ally Financial Inc.
E / Eni S.p.A. - Depositary Receipt (Common Stock)
CBRE / CBRE Group, Inc.
RSG / Republic Services, Inc.
MCK / McKesson Corporation
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
GIS / General Mills, Inc.
FI / Fiserv, Inc.
NEM / Newmont Corporation
EQIX / Equinix, Inc.
DPZ / Domino's Pizza, Inc.
PEG / Public Service Enterprise Group Incorporated
DHR / Danaher Corporation
AMCR / Amcor plc
KOS / Kosmos Energy Ltd.
AEP / American Electric Power Company, Inc.
NXPI / NXP Semiconductors N.V.
OMC / Omnicom Group Inc.
EWX / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Small Cap ETF
CMG / Chipotle Mexican Grill, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
PCAR / PACCAR Inc
ABBV / AbbVie Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
COR / Cencora, Inc.
MMM / 3M Company
IQV / IQVIA Holdings Inc.
SCCO / Southern Copper Corporation
AME / AMETEK, Inc.
LDOS / Leidos Holdings, Inc.
DE / Deere & Company
KEYS / Keysight Technologies, Inc.
SO / The Southern Company
EQT / EQT Corporation
HBAN / Huntington Bancshares Incorporated
GLD / SPDR Gold Shares
GEV / GE Vernova Inc.
CNR / Canadian National Railway Company
CTRA / Coterra Energy Inc.
MRK / Merck & Co., Inc.
EXPD / Expeditors International of Washington, Inc.
RF / Regions Financial Corporation
RCL / Royal Caribbean Cruises Ltd.
WMB / The Williams Companies, Inc.
0UB / UBS Group AG
NVS / Novartis AG - Depositary Receipt (Common Stock)
GRMN / Garmin Ltd.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
STT / State Street Corporation
CL / Colgate-Palmolive Company
SLF N / Sun Life Financial Inc.
TRGP / Targa Resources Corp.
WFC / Wells Fargo & Company
DFS / Discover Financial Services
LYB / LyondellBasell Industries N.V.
GOLD / Gold.com, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
IPG / The Interpublic Group of Companies, Inc.
EMN / Eastman Chemical Company
MKC / McCormick & Company, Incorporated
WDAY / Workday, Inc.
GLPI / Gaming and Leisure Properties, Inc.
MCO / Moody's Corporation
LNG / Cheniere Energy, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
BAC / Bank of America Corporation
MTB / M&T Bank Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GD / General Dynamics Corporation
ROST / Ross Stores, Inc.
SNA / Snap-on Incorporated
AON / Aon plc
HON / Honeywell International Inc.
HPP / Hudson Pacific Properties, Inc.
ADI / Analog Devices, Inc.
HPQ / HP Inc.
APD / Air Products and Chemicals, Inc.
ROL / Rollins, Inc.
BNS / The Bank of Nova Scotia
AMP / Ameriprise Financial, Inc.
EW / Edwards Lifesciences Corporation
IT / Gartner, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
FANG / Diamondback Energy, Inc.
BRO / Brown & Brown, Inc.
BK / The Bank of New York Mellon Corporation
EQR / Equity Residential
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
PNC / The PNC Financial Services Group, Inc.
TRP / TC Energy Corporation
BG / Bunge Global SA
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
SBAC / SBA Communications Corporation
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
IRM / Iron Mountain Incorporated
DTE / DTE Energy Company
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ELV / Elevance Health, Inc.
D / Dominion Energy, Inc.
CCI / Crown Castle Inc.
EMR / Emerson Electric Co.
IVV / iShares Trust - iShares Core S&P 500 ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SPGI / S&P Global Inc.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
ICE / Intercontinental Exchange, Inc.
AVGO / Broadcom Inc.
IAU / iShares Gold Trust
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
NEE / NextEra Energy, Inc.
ED / Consolidated Edison, Inc.
WY / Weyerhaeuser Company
IBND / SPDR Series Trust - State Street SPDR Bloomberg International Corporate Bond ETF
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
ESS / Essex Property Trust, Inc.
CPT / Camden Property Trust
RS / Reliance, Inc.
GM / General Motors Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
MS / Morgan Stanley
PHM / PulteGroup, Inc.
VMC / Vulcan Materials Company
FCX / Freeport-McMoRan Inc.
VRSK / Verisk Analytics, Inc.
IGOV / iShares Trust - iShares International Treasury Bond ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
DELL / Dell Technologies Inc.
WRB / W. R. Berkley Corporation
ORLY / O'Reilly Automotive, Inc.
MBB / iShares Trust - iShares MBS ETF
ALL / The Allstate Corporation
EOG / EOG Resources, Inc.
DGX / Quest Diagnostics Incorporated
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
IWN / iShares Trust - iShares Russell 2000 Value ETF
LYV / Live Nation Entertainment, Inc.
FTV / Fortive Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
DIS / The Walt Disney Company
BBY / Best Buy Co., Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PSA / Public Storage
IMO / Imperial Oil Limited
IYR / iShares Trust - iShares U.S. Real Estate ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
DOV / Dover Corporation
BKR / Baker Hughes Company
AXON / Axon Enterprise, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
VALE / Vale S.A. - Depositary Receipt (Common Stock)
BDX / Becton, Dickinson and Company
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
NUE / Nucor Corporation
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
NGG / National Grid plc - Depositary Receipt (Common Stock)
SNY / Sanofi - Depositary Receipt (Common Stock)
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BSBR / Banco Santander (Brasil) S.A. - Depositary Receipt (Common Stock)
PNR / Pentair plc
KHC / The Kraft Heinz Company
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
CINF / Cincinnati Financial Corporation
CHKP / Check Point Software Technologies Ltd.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
CDW / CDW Corporation
SPOT / Spotify Technology S.A.
TROW / T. Rowe Price Group, Inc.
RMD / ResMed Inc.
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
GDXD / MicroSectors Gold Miners -3X Inverse Leveraged ETNs due June 29, 2040
TTWO / Take-Two Interactive Software, Inc.
CRWD / CrowdStrike Holdings, Inc.
FIS / Fidelity National Information Services, Inc.
FDS / FactSet Research Systems Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
HES / Hess Corporation
CHD / Church & Dwight Co., Inc.
WDFC / WD-40 Company
PSK / SPDR Series Trust - State Street SPDR ICE Preferred Securities ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
HUBB / Hubbell Incorporated
VDE / Vanguard World Fund - Vanguard Energy ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
ISHG / iShares Trust - iShares 1-3 Year International Treasury Bond ETF
STLD / Steel Dynamics, Inc.
HLT / Hilton Worldwide Holdings Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
TMO / Thermo Fisher Scientific Inc.
DUK / Duke Energy Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
WSO / Watsco, Inc.
EIX / Edison International
PFF / iShares Trust - iShares Preferred and Income Securities ETF
GOOG / Alphabet Inc.
BX / Blackstone Inc.
LPLA / LPL Financial Holdings Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
IWR / iShares Trust - iShares Russell Mid-Cap ETF
UNP / Union Pacific Corporation
APO / Apollo Global Management, Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
SPMB / SPDR Series Trust - State Street SPDR Portfolio Mortgage Backed Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
AMAT / Applied Materials, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
PYPL / PayPal Holdings, Inc.
ACN / Accenture plc
CSL / Carlisle Companies Incorporated
VTV / Vanguard Index Funds - Vanguard Value ETF
REGN / Regeneron Pharmaceuticals, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
LOW / Lowe's Companies, Inc.
PFG / Principal Financial Group, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PWR / Quanta Services, Inc.
GWW / W.W. Grainger, Inc.
PICB / Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF
JEF / Jefferies Financial Group Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
BWZ / SPDR Series Trust - State Street SPDR Bloomberg Short Term International Treasury Bond ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
CNQ / Canadian Natural Resources Limited
MAR / Marriott International, Inc.
PEP / PepsiCo, Inc.
BLK / BlackRock, Inc.
TBLA / Taboola.com Ltd.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
PGR / The Progressive Corporation
AGZ / iShares Trust - iShares Agency Bond ETF
NVR / NVR, Inc.
MRVL / Marvell Technology, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
MSFT / Microsoft Corporation
AMD / Advanced Micro Devices, Inc.
MRSH / Marsh & McLennan Companies, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
CEG / Constellation Energy Corporation
MSGE / Madison Square Garden Entertainment Corp.
KLAC / KLA Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ITW / Illinois Tool Works Inc.
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
ENFFF / Enbridge Inc. - Preferred Security
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
ROK / Rockwell Automation, Inc.
BWX / SPDR Series Trust - State Street SPDR Bloomberg International Treasury Bond ETF
TFC / Truist Financial Corporation
CMCSA / Comcast Corporation
SYF / Synchrony Financial
ADP / Automatic Data Processing, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
LRCX / Lam Research Corporation
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
DRI / Darden Restaurants, Inc.
BKFOF / Brookfield Corporation - Preferred Stock
CSX / CSX Corporation
RJF / Raymond James Financial, Inc.
HCA / HCA Healthcare, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
MUSA / Murphy USA Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IX / ORIX Corporation - Depositary Receipt (Common Stock)
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
PRU / Prudential Financial, Inc.
ADT / ADT Inc.
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IWB / iShares Trust - iShares Russell 1000 ETF
KSA / iShares Trust - iShares MSCI Saudi Arabia ETF
ES / Eversource Energy
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
TTD / The Trade Desk, Inc.
WPML / Wheaton Precious Metals Corp.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
INDA / iShares Trust - iShares MSCI India ETF
XEL / Xcel Energy Inc.
C / Citigroup Inc.
NOW / ServiceNow, Inc.
O / Realty Income Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
LMT / Lockheed Martin Corporation
CME / CME Group Inc.
XOM / Exxon Mobil Corporation
RITM / Rithm Capital Corp.
SNOW / Snowflake Inc.
CHTR / Charter Communications, Inc.
SPG / Simon Property Group, Inc.
IP / International Paper Company
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
MELI / MercadoLibre, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
MDLZ / Mondelez International, Inc.
HUM / Humana Inc.
VTR / Ventas, Inc.
KO / The Coca-Cola Company
TSLA / Tesla, Inc.
EA / Electronic Arts Inc.
KMB / Kimberly-Clark Corporation
BKNG / Booking Holdings Inc.
ETR / Entergy Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
F / Ford Motor Company
BSX / Boston Scientific Corporation
LLY / Eli Lilly and Company
PM / Philip Morris International Inc.
AAPL / Apple Inc.
GPC / Genuine Parts Company
UPS / United Parcel Service, Inc.
HD / The Home Depot, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
ADM / Archer-Daniels-Midland Company
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VZ / Verizon Communications Inc.
WEC / WEC Energy Group, Inc.
INTU / Intuit Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
NRG / NRG Energy, Inc.
STE / STERIS plc
BA / The Boeing Company
WTW / Willis Towers Watson Public Limited Company
AMG / Affiliated Managers Group, Inc.
VLO / Valero Energy Corporation
CRM / Salesforce, Inc.
CDNS / Cadence Design Systems, Inc.
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock)
SAP / SAP SE - Depositary Receipt (Common Stock)
CRH / CRH plc
SHEL / Shell plc - Depositary Receipt (Common Stock)
MET / MetLife, Inc.
AFL / Aflac Incorporated
ACGL / Arch Capital Group Ltd.
MO / Altria Group, Inc.
PH / Parker-Hannifin Corporation
SRE / Sempra
CTAS / Cintas Corporation
FAST / Fastenal Company
AGL / agilon health, inc.
LHX / L3Harris Technologies, Inc.
PAYX / Paychex, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
KIM / Kimco Realty Corporation
TRV / The Travelers Companies, Inc.
ZTS / Zoetis Inc.
TXN / Texas Instruments Incorporated
MLM / Martin Marietta Materials, Inc.
XYL / Xylem Inc.
LECO / Lincoln Electric Holdings, Inc.
DVA / DaVita Inc.
TSCO / Tractor Supply Company
SYY / Sysco Corporation
ULTA / Ulta Beauty, Inc.
CB / Chubb Limited
AVY / Avery Dennison Corporation
AVB / AvalonBay Communities, Inc.
CNP / CenterPoint Energy, Inc.
CTVA / Corteva, Inc.
EG / Everest Group, Ltd.
KMI / Kinder Morgan, Inc.
ADSK / Autodesk, Inc.
OKE / ONEOK, Inc.
CMI / Cummins Inc.
IDXX / IDEXX Laboratories, Inc.
DHI / D.R. Horton, Inc.
ODFL / Old Dominion Freight Line, Inc.
ATO / Atmos Energy Corporation
OHI / Omega Healthcare Investors, Inc.
AEE / Ameren Corporation
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
STZ / Constellation Brands, Inc.
TEL / TE Connectivity plc
IEV / iShares Trust - iShares Europe ETF
MSCI / MSCI Inc.
MFC / Manulife Financial Corporation
PFE / Pfizer Inc.
AIG / American International Group, Inc.
LII / Lennox International Inc.
GILD / Gilead Sciences, Inc.
COP / ConocoPhillips
EWT / iShares, Inc. - iShares MSCI Taiwan ETF