Market Value773,960,095
Total Holdings512
File Date2024-10-17
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)
SHOP / Shopify Inc.
MMM / 3M Company Call
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
BIGZ / BlackRock Innovation and Growth Term Trust
ANGI / Angi Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
CTSH / Cognizant Technology Solutions Corporation
BSEP / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - September
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
AETH / Bitwise Funds Trust - Bitwise Trendwise Ethereum and Treasuries Rotation Strategy ETF
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
CFLT / Confluent, Inc.
AMZN / Amazon.com, Inc.
FTXL / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Semiconductor ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
SOFI / SoFi Technologies, Inc.
VLO / Valero Energy Corporation
BVN / Compañía de Minas Buenaventura S.A.A. - Depositary Receipt (Common Stock)
EOG / EOG Resources, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IXC / iShares Trust - iShares Global Energy ETF
FIS / Fidelity National Information Services, Inc.
RELY / Remitly Global, Inc.
GGAL / Grupo Financiero Galicia S.A. - Depositary Receipt (Common Stock)
EME / EMCOR Group, Inc.
MSI / Motorola Solutions, Inc.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
FITB / Fifth Third Bancorp
DE / Deere & Company
VRSN / VeriSign, Inc.
SAM / The Boston Beer Company, Inc.
ETR / Entergy Corporation
BCAT / BlackRock Capital Allocation Term Trust
LRCX / Lam Research Corporation
AOS / A. O. Smith Corporation
ROST / Ross Stores, Inc.
CTAS / Cintas Corporation
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
ZJUL / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr July
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
UL / Unilever PLC - Depositary Receipt (Common Stock)
VGM / Invesco Trust for Investment Grade Municipals
GTLB / GitLab Inc.
LUMEN TECHNOLOGIES INC / CALL (550241903)
AILE / iLearningEngines, Inc.
NFLX / Netflix, Inc.
CL / Colgate-Palmolive Company
CCK / Crown Holdings, Inc.
V / Visa Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
XAR / SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF
JNJ / Johnson & Johnson
INTC / Intel Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
PK / Park Hotels & Resorts Inc.
UPS / United Parcel Service, Inc.
GLD / SPDR Gold Shares
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
NKE / NIKE, Inc.
FAST / Fastenal Company
SLV / iShares Silver Trust
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
EWBC / East West Bancorp, Inc.
LOW / Lowe's Companies, Inc.
VRT / Vertiv Holdings Co
IVV / iShares Trust - iShares Core S&P 500 ETF
ETHW / Bitwise Ethereum ETF
JPM / JPMorgan Chase & Co.
NEM / Newmont Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
PSEC / Prospect Capital Corporation
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
AAPL / Apple Inc.
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
NWL / Newell Brands Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
MBB / iShares Trust - iShares MBS ETF
AZZ / AZZ Inc.
BAC / Bank of America Corporation
AWK / American Water Works Company, Inc.
FTNT / Fortinet, Inc.
TRMB / Trimble Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CI / The Cigna Group
TMUS / T-Mobile US, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
CNH / CNH Industrial N.V.
CPNS / Calamos ETF Trust - Calamos Nasdaq-100 Structured Alt Protection ETF - September
SCHQ / Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF
RGLD / Royal Gold, Inc.
ZM / Zoom Communications, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
DOCU / DocuSign, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
RMD / ResMed Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
MAR / Marriott International, Inc.
ESS / Essex Property Trust, Inc.
GWRE / Guidewire Software, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
CFG / Citizens Financial Group, Inc.
INTU / Intuit Inc.
JMIA / Jumia Technologies AG - Depositary Receipt (Common Stock)
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
CNC / Centene Corporation
TENB / Tenable Holdings, Inc.
ATSG / Air Transport Services Group, Inc.
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
WING / Wingstop Inc.
FM / iShares, Inc. - iShares Frontier and Select EM ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
NJR / New Jersey Resources Corporation
RGA / Reinsurance Group of America, Incorporated
DAL / Delta Air Lines, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
ALL / The Allstate Corporation
APPF / AppFolio, Inc.
XMAR / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
FMC / FMC Corporation
PNR / Pentair plc
TPR / Tapestry, Inc.
LOGI / Logitech International S.A.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
AFL / Aflac Incorporated
BSTZ / BlackRock Science and Technology Term Trust
MCHP / Microchip Technology Incorporated
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
PSA / Public Storage
DHR / Danaher Corporation
NDSN / Nordson Corporation
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
CMI / Cummins Inc.
HQH / Abrdn Healthcare Investors
WDC / Western Digital Corporation
USB / U.S. Bancorp
UBS / UBS Group AG
WEC / WEC Energy Group, Inc.
WCBR / WisdomTree Trust - WisdomTree Cybersecurity Fund
SAP / SAP SE - Depositary Receipt (Common Stock)
STAG / STAG Industrial, Inc.
GOOS / Canada Goose Holdings Inc.
HPQ / HP Inc.
MEGI / NYLI CBRE Global Infrastructure Megatrends Term Fund
TAP / Molson Coors Beverage Company
RDDT / Reddit, Inc.
EXPD / Expeditors International of Washington, Inc.
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock)
PYPL / PayPal Holdings, Inc.
BMA / Banco Macro S.A. - Depositary Receipt (Common Stock)
CSX / CSX Corporation
LH / Labcorp Holdings Inc.
AMCR / Amcor plc
SHW / The Sherwin-Williams Company
GRMN / Garmin Ltd.
NTNX / Nutanix, Inc.
HWM / Howmet Aerospace Inc.
ETH / Grayscale Ethereum Staking Mini ETF
WDAY / Workday, Inc.
F / Ford Motor Company
BTC / Grayscale Bitcoin Mini Trust
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
BDX / Becton, Dickinson and Company
HBAN / Huntington Bancshares Incorporated
ILMN / Illumina, Inc.
MRK / Merck & Co., Inc.
BFAM / Bright Horizons Family Solutions Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
BCS / Barclays PLC - Depositary Receipt (Common Stock)
DGX / Quest Diagnostics Incorporated
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
CPRJ / Calamos ETF Trust - Russell 2000 Structured Alt Protection ETF - July
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
BTOP / Bitwise Funds Trust - Bitwise Trendwise BTC/ETH and Treasuries Rotation Strategy ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
SNA / Snap-on Incorporated
CLX / The Clorox Company
AVDL / Avadel Pharmaceuticals plc
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
GGG / Graco Inc.
PLD / Prologis, Inc.
SYY / Sysco Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
LUX / Tema ETF Trust - Tema Luxury ETF
AQN / Algonquin Power & Utilities Corp.
DIVB / iShares Trust - iShares Core Dividend ETF
FNF / Fidelity National Financial, Inc.
DOW / Dow Inc.
TEN / Tsakos Energy Navigation Limited
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
KVYO / Klaviyo, Inc.
IRM / Iron Mountain Incorporated
CINF / Cincinnati Financial Corporation
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
MO / Altria Group, Inc.
ES / Eversource Energy
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
CME / CME Group Inc.
SBUX / Starbucks Corporation
CSHI / NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF
GTOS / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Short Duration Total Return Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ADBE / Adobe Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
ZALT / Innovator ETFs Trust - Innovator U.S. Equity 10 Buffer ETF - Quarterly
IGRO / iShares Trust - iShares International Dividend Growth ETF
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
C.WSA / Citigroup, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
PSX / Phillips 66
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
EDU / New Oriental Education & Technology Group Inc. - Depositary Receipt (Common Stock)
BRO / Brown & Brown, Inc.
ROK / Rockwell Automation, Inc.
TJX / The TJX Companies, Inc.
WRB / W. R. Berkley Corporation
YPF / YPF Sociedad Anónima - Depositary Receipt (Common Stock)
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
GD / General Dynamics Corporation
SNOW / Snowflake Inc.
WM / Waste Management, Inc.
LLY / Eli Lilly and Company
NXPI / NXP Semiconductors N.V.
T / AT&T Inc.
CVX / Chevron Corporation
ORCL / Oracle Corporation
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock)
HOLX / Hologic, Inc.
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July
CMG / Chipotle Mexican Grill, Inc.
QFIN / Qfin Holdings, Inc. - Depositary Receipt (Common Stock)
ELV / Elevance Health, Inc.
ACN / Accenture plc
WAB / Westinghouse Air Brake Technologies Corporation
BFB / Brown-Forman Corp. - Class B
EFA / iShares Trust - iShares MSCI EAFE ETF
BR / Broadridge Financial Solutions, Inc.
FLV / American Century ETF Trust - American Century Focused Large Cap Value ETF
TROW / T. Rowe Price Group, Inc.
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
CVS / CVS Health Corporation
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
XEL / Xcel Energy Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
META / Meta Platforms, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
BK / The Bank of New York Mellon Corporation
YMAR / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - March
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
GOOGL / Alphabet Inc.
DKNG / DraftKings Inc.
IBM / International Business Machines Corporation
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
IDXX / IDEXX Laboratories, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
TMO / Thermo Fisher Scientific Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
AXP / American Express Company
FI / Fiserv, Inc.
UNP / Union Pacific Corporation
SWKS / Skyworks Solutions, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
OEF / iShares Trust - iShares S&P 100 ETF
BA / The Boeing Company
MET / MetLife, Inc.
MDLZ / Mondelez International, Inc.
AMAT / Applied Materials, Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
LULU / lululemon athletica inc.
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
BBLU / EA Series Trust - EA Bridgeway Blue Chip ETF
PM / Philip Morris International Inc.
REGN / Regeneron Pharmaceuticals, Inc.
PAYX / Paychex, Inc.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PEP / PepsiCo, Inc.
DIS / The Walt Disney Company
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
CB / Chubb Limited
BITQ / Bitwise Funds Trust - Bitwise Crypto Industry Innovators ETF
RTX / RTX Corporation
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
BST / BlackRock Science and Technology Trust
ADI / Analog Devices, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
UFPI / UFP Industries, Inc.
CRWD / CrowdStrike Holdings, Inc.
WFC / Wells Fargo & Company
GE / General Electric Company
SO / The Southern Company
TT / Trane Technologies plc
MNST / Monster Beverage Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
CRM / Salesforce, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
SPY / State Street SPDR S&P 500 ETF Trust
UFOX / ETF Series Solutions - Defiance AI & Connective Tech ETF
ABT / Abbott Laboratories Put
IOCT / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
MSFT / Microsoft Corporation
MDT / Medtronic plc
MTZ / MasTec, Inc.
MSTR / Strategy Inc
AVGO / Broadcom Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
COR / Cencora, Inc.
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
HD / The Home Depot, Inc.
NDAQ / Nasdaq, Inc.
NVDA / NVIDIA Corporation
COST / Costco Wholesale Corporation
ANET / Arista Networks, Inc.
ADSK / Autodesk, Inc.
UBER / Uber Technologies, Inc.
GS / The Goldman Sachs Group, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BRK.B / Berkshire Hathaway Inc.
TD / The Toronto-Dominion Bank
REET / iShares Trust - iShares Global REIT ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
PH / Parker-Hannifin Corporation
PANW / Palo Alto Networks, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
NOW / ServiceNow, Inc.
UNH / UnitedHealth Group Incorporated
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
NU / Nu Holdings Ltd.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
VZ / Verizon Communications Inc.
KO / The Coca-Cola Company
MCD / McDonald's Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
XOM / Exxon Mobil Corporation
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
TGT / Target Corporation
HSY / The Hershey Company
COP / ConocoPhillips
PLTR / Palantir Technologies Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
HPE / Hewlett Packard Enterprise Company
QXO / QXO, Inc.
IVZ / Invesco Ltd.
TRV / The Travelers Companies, Inc.
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
DUK / Duke Energy Corporation
GOOG / Alphabet Inc.
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
NAD / Nuveen Quality Municipal Income Fund
VUG / Vanguard Index Funds - Vanguard Growth ETF
BX / Blackstone Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MPC / Marathon Petroleum Corporation
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
OKE / ONEOK, Inc.
QFLR / Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
DHI / D.R. Horton, Inc.
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
PNC / The PNC Financial Services Group, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
WEN / The Wendy's Company
GM / General Motors Company
GIS / General Mills, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
THG / The Hanover Insurance Group, Inc.
AMT / American Tower Corporation
DCI / Donaldson Company, Inc.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
MMC / Marsh & McLennan Companies, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
MS / Morgan Stanley
DELL / Dell Technologies Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
TTC / The Toro Company
MPLX / MPLX LP - Limited Partnership
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
LIN / Linde plc
BSX / Boston Scientific Corporation
VGI / Virtus Global Multi-Sector Income Fund
RL / Ralph Lauren Corporation
BKNG / Booking Holdings Inc.
NEE / NextEra Energy, Inc.
CEG / Constellation Energy Corporation
TXN / Texas Instruments Incorporated
ABBV / AbbVie Inc.
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ICE / Intercontinental Exchange, Inc.
YUM / Yum! Brands, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
DD / DuPont de Nemours, Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
HON / Honeywell International Inc.
FTRB / Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF
NBXG / Neuberger Berman Income Funds - Neuberger Next Generation Connectivity Fund Inc.
PFE / Pfizer Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
DLR / Digital Realty Trust, Inc.
BITB / Bitwise Bitcoin ETF
APH / Amphenol Corporation
CMCSA / Comcast Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CSCO / Cisco Systems, Inc.
ETHE / Grayscale Ethereum Staking ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
EA / Electronic Arts Inc.
ICL / ICL Group Ltd
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SRE / Sempra
YUMC / Yum China Holdings, Inc.
BDJ / BlackRock Enhanced Equity Dividend Trust
MELI / MercadoLibre, Inc.
NTRS / Northern Trust Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
AMD / Advanced Micro Devices, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IWB / iShares Trust - iShares Russell 1000 ETF
FCX / Freeport-McMoRan Inc.
KLAC / KLA Corporation
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
SYK / Stryker Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ISRG / Intuitive Surgical, Inc.
PG / The Procter & Gamble Company
IWM / iShares Trust - iShares Russell 2000 ETF
LMT / Lockheed Martin Corporation
BBY / Best Buy Co., Inc.
APO / Apollo Global Management, Inc.
EQIX / Equinix, Inc.
MU / Micron Technology, Inc.
MCK / McKesson Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
EMR / Emerson Electric Co.
C / Citigroup Inc.
SCHW / The Charles Schwab Corporation
GEV / GE Vernova Inc.
LAZ / Lazard, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
RHI / Robert Half Inc.
GLW / Corning Incorporated
GILD / Gilead Sciences, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
BMY / Bristol-Myers Squibb Company
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SPOT / Spotify Technology S.A.
MA / Mastercard Incorporated
PGR / The Progressive Corporation
VVR / Invesco Senior Income Trust
AMGN / Amgen Inc.
ECL / Ecolab Inc.
ETN / Eaton Corporation plc
ADP / Automatic Data Processing, Inc.
LCTU / BlackRock ETF Trust - iShares U.S. Carbon Transition Readiness Aware Active ETF
APD / Air Products and Chemicals, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PII / Polaris Inc.
FDS / FactSet Research Systems Inc.
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
WMT / Walmart Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MUB / iShares Trust - iShares National Muni Bond ETF
MAS / Masco Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
CAT / Caterpillar Inc.
PAM / Pampa Energía S.A. - Depositary Receipt (Common Stock)
SPY / State Street SPDR S&P 500 ETF Trust
MRNA / Moderna, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
ITW / Illinois Tool Works Inc.
FDV / Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
QQQ / Invesco QQQ Trust, Series 1
QCOM / QUALCOMM Incorporated
URI / United Rentals, Inc.
SPGI / S&P Global Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
AIG / American International Group, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund