Market Value747,257,071
Total Holdings510
File Date2025-05-12
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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Current
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FUTU / Futu Holdings Limited - Depositary Receipt (Common Stock)
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock)
FTNT / Fortinet, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
RIVN / Rivian Automotive, Inc.
ADBE / Adobe Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
BIIB / Biogen Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF
UBER / Uber Technologies, Inc.
CMG / Chipotle Mexican Grill, Inc.
PAM / Pampa Energía S.A. - Depositary Receipt (Common Stock)
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
COP / ConocoPhillips
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
ARKK / ARK ETF Trust - ARK Innovation ETF
EIX / Edison International
TRGP / Targa Resources Corp.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ELV / Elevance Health, Inc.
MU / Micron Technology, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
XAR / SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF
HD / The Home Depot, Inc.
APP / AppLovin Corporation
SYK / Stryker Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
PINS / Pinterest, Inc.
TROW / T. Rowe Price Group, Inc.
URI / United Rentals, Inc.
CGBL / Capital Group Core Balanced ETF
BK / The Bank of New York Mellon Corporation
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
VZ / Verizon Communications Inc.
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
CPSD / Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - December
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
MRK / Merck & Co., Inc.
CBXJ / Calamos ETF Trust - Calamos Bitcoin 90 Series Structured Alt Protection ETF - January
APH / Amphenol Corporation
NJR / New Jersey Resources Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
NAD / Nuveen Quality Municipal Income Fund
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SSO / ProShares Trust - ProShares Ultra S&P500
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ADP / Automatic Data Processing, Inc.
MMYT / MakeMyTrip Limited
BITB / Bitwise Bitcoin ETF
UNP / Union Pacific Corporation
FI / Fiserv, Inc.
IRM / Iron Mountain Incorporated
CMCSA / Comcast Corporation
ANET / Arista Networks, Inc.
YPF / YPF Sociedad Anónima - Depositary Receipt (Common Stock)
CB / Chubb Limited
FEZ / SPDR Index Shares Funds - State Street SPDR EURO STOXX 50 ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
EOG / EOG Resources, Inc.
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
BX / Blackstone Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
KO / The Coca-Cola Company
ALL / The Allstate Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
MO / Altria Group, Inc.
GD / General Dynamics Corporation
TXN / Texas Instruments Incorporated
DELL / Dell Technologies Inc.
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
QFLR / Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
BITQ / Bitwise Funds Trust - Bitwise Crypto Industry Innovators ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
ZALT / Innovator ETFs Trust - Innovator U.S. Equity 10 Buffer ETF - Quarterly
WFC / Wells Fargo & Company
IOCT / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October
AMD / Advanced Micro Devices, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
LH / Labcorp Holdings Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
SHOP / Shopify Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
EALT / Innovator ETFs Trust - Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly
ECL / Ecolab Inc.
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
CSCO / Cisco Systems, Inc.
FDV / Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
GTOS / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Short Duration Total Return Bond ETF
RBLX / Roblox Corporation
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
SPY / State Street SPDR S&P 500 ETF Trust
ETN / Eaton Corporation plc
ROK / Rockwell Automation, Inc.
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PHYL / PGIM ETF Trust - PGIM Active High Yield Bond ETF
NDAQ / Nasdaq, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
RTX / RTX Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
LIN / Linde plc
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
NOW / ServiceNow, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DD / DuPont de Nemours, Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
GS / The Goldman Sachs Group, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
BRK.B / Berkshire Hathaway Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
BTC / Grayscale Bitcoin Mini Trust
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
EWBC / East West Bancorp, Inc.
COST / Costco Wholesale Corporation
GLW / Corning Incorporated
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
DGRO / iShares Trust - iShares Core Dividend Growth ETF
REET / iShares Trust - iShares Global REIT ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
YBTC / Roundhill ETF Trust - Roundhill Bitcoin Covered Call Strategy ETF
NBXG / Neuberger Berman Income Funds - Neuberger Next Generation Connectivity Fund Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
RFLR / Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
IWB / iShares Trust - iShares Russell 1000 ETF
C / Citigroup Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
MUB / iShares Trust - iShares National Muni Bond ETF
COR / Cencora, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
WM / Waste Management, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
CME / CME Group Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
IVV / iShares Trust - iShares Core S&P 500 ETF
NU / Nu Holdings Ltd.
MMM / 3M Company
AVGO / Broadcom Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
PG / The Procter & Gamble Company
TIGR / UP Fintech Holding Limited - Depositary Receipt (Common Stock)
PYPL / PayPal Holdings, Inc.
BXMT / Blackstone Mortgage Trust, Inc.
MCD / McDonald's Corporation
LLY / Eli Lilly and Company
ABBV / AbbVie Inc.
SLV / iShares Silver Trust
IBM / International Business Machines Corporation
FAST / Fastenal Company
PM / Philip Morris International Inc.
GOOG / Alphabet Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
LOW / Lowe's Companies, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
AADR / AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF
TSLA / Tesla, Inc.
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
VRT / Vertiv Holdings Co
ORCL / Oracle Corporation
QQQ / Invesco QQQ Trust, Series 1
DKNG / DraftKings Inc.
CPNS / Calamos ETF Trust - Calamos Nasdaq-100 Structured Alt Protection ETF - September
VLO / Valero Energy Corporation
BST / BlackRock Science and Technology Trust
UFPI / UFP Industries, Inc.
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
CPNQ / Calamos ETF Trust - Calamos Nasdaq-100 Structured Alt Protection ETF - December
GOOGL / Alphabet Inc.
QXO / QXO, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VGM / Invesco Trust for Investment Grade Municipals
PAYX / Paychex, Inc.
GGG / Graco Inc.
LMT / Lockheed Martin Corporation
KLAC / KLA Corporation
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ISRG / Intuitive Surgical, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
LRCX / Lam Research Corporation
DHI / D.R. Horton, Inc.
META / Meta Platforms, Inc.
JPM / JPMorgan Chase & Co.
OEF / iShares Trust - iShares S&P 100 ETF
AMZN / Amazon.com, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
AMGN / Amgen Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
MPLX / MPLX LP - Limited Partnership
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
BMY / Bristol-Myers Squibb Company
REGN / Regeneron Pharmaceuticals, Inc.
PSEC / Prospect Capital Corporation
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
HOLX / Hologic, Inc.
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
ADI / Analog Devices, Inc.
IWX / iShares Trust - iShares Russell Top 200 Value ETF
GLD / SPDR Gold Shares
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
GEV / GE Vernova Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
SO / The Southern Company
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
IBIT / iShares Bitcoin Trust ETF
IAU / iShares Gold Trust
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
KMX / CarMax, Inc.
APO / Apollo Global Management, Inc.
BKNG / Booking Holdings Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
MBB / iShares Trust - iShares MBS ETF
BSX / Boston Scientific Corporation
WMT / Walmart Inc.
AZZ / AZZ Inc.
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
EFA / iShares Trust - iShares MSCI EAFE ETF
RKLB / Rocket Lab Corporation
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
FBTC / Fidelity Wise Origin Bitcoin Fund
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
D / Dominion Energy, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
XOM / Exxon Mobil Corporation
HON / Honeywell International Inc.
LAZ / Lazard, Inc.
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
ZJUL / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr July
VVR / Invesco Senior Income Trust
STEM / Stem, Inc.
BDJ / BlackRock Enhanced Equity Dividend Trust
ES / Eversource Energy
SHW / The Sherwin-Williams Company
SBAC / SBA Communications Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
CGNG / Capital Group New Geography Equity ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
ZS / Zscaler, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
THG / The Hanover Insurance Group, Inc.
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock)
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
AOS / A. O. Smith Corporation
RCL / Royal Caribbean Cruises Ltd.
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ETHW / Bitwise Ethereum ETF
ICE / Intercontinental Exchange, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
MSCI / MSCI Inc.
FTRB / Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF
TT / Trane Technologies plc
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
NKE / NIKE, Inc.
YUM / Yum! Brands, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
FCX / Freeport-McMoRan Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
XEL / Xcel Energy Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
TJX / The TJX Companies, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
AXS / AXIS Capital Holdings Limited
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
CSHI / NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
BRO / Brown & Brown, Inc.
SPOT / Spotify Technology S.A.
RELX / RELX PLC - Depositary Receipt (Common Stock)
BFB / Brown-Forman Corp. - Class B
BR / Broadridge Financial Solutions, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
GOOS / Canada Goose Holdings Inc.
FM / iShares, Inc. - iShares Frontier and Select EM ETF
ILMN / Illumina, Inc.
GIS / General Mills, Inc.
RELY / Remitly Global, Inc.
CMI / Cummins Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
HPQ / HP Inc.
IQV / IQVIA Holdings Inc.
FDS / FactSet Research Systems Inc.
SQ / Block, Inc.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
RHI / Robert Half Inc.
TAP / Molson Coors Beverage Company
SAM / The Boston Beer Company, Inc.
DLR / Digital Realty Trust, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
IVZ / Invesco Ltd.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
PII / Polaris Inc.
SVMH / SRIVARU Holding Limited
HPE / Hewlett Packard Enterprise Company
TMDX / TransMedics Group, Inc.
LHX / L3Harris Technologies, Inc.
SMAR / Smartsheet Inc.
ETR / Entergy Corporation
PNR / Pentair plc
BBY / Best Buy Co., Inc.
TRMB / Trimble Inc.
BRBR / BellRing Brands, Inc.
TREX / Trex Company, Inc.
IOSP / Innospec Inc.
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
MEDP / Medpace Holdings, Inc.
VGI / Virtus Global Multi-Sector Income Fund
BA / The Boeing Company
VNET / VNET Group, Inc. - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
ZTS / Zoetis Inc.
RGLD / Royal Gold, Inc.
KMI / Kinder Morgan, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
FLV / American Century ETF Trust - American Century Focused Large Cap Value ETF
CI / The Cigna Group
QFIN / Qfin Holdings, Inc. - Depositary Receipt (Common Stock)
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
ZM / Zoom Communications, Inc.
MSI / Motorola Solutions, Inc.
KT / KT Corporation - Depositary Receipt (Common Stock)
DCI / Donaldson Company, Inc.
GGAL / Grupo Financiero Galicia S.A. - Depositary Receipt (Common Stock)
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
SCHQ / Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF
VRSN / VeriSign, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
UBS / UBS Group AG
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
ALLE / Allegion plc
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
DAL / Delta Air Lines, Inc.
GRMN / Garmin Ltd.
ETSY / Etsy, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
LUX / Tema ETF Trust - Tema Luxury ETF
CHPT / ChargePoint Holdings, Inc.
RL / Ralph Lauren Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
EQIX / Equinix, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
DE / Deere & Company
TPR / Tapestry, Inc.
WEN / The Wendy's Company
GWRE / Guidewire Software, Inc.
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
SYY / Sysco Corporation
CPSN / Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - November
BDX / Becton, Dickinson and Company
ICVT / iShares Trust - iShares Convertible Bond ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
CEG / Constellation Energy Corporation
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
F / Ford Motor Company
CVS / CVS Health Corporation
PCG / PG&E Corporation
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
TTC / The Toro Company
APD / Air Products and Chemicals, Inc.
NDSN / Nordson Corporation
DOCU / DocuSign, Inc.
TGT / Target Corporation
TER / Teradyne, Inc.
BMA / Banco Macro S.A. - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
AFL / Aflac Incorporated
BCS / Barclays PLC - Depositary Receipt (Common Stock)
SHEL / Shell plc - Depositary Receipt (Common Stock)
RMD / ResMed Inc.
KVYO / Klaviyo, Inc.
HWM / Howmet Aerospace Inc.
ABNB / Airbnb, Inc.
ADT / ADT Inc.
WEC / WEC Energy Group, Inc.
DASH / DoorDash, Inc.
NTRS / Northern Trust Corporation
HBAN / Huntington Bancshares Incorporated
SNA / Snap-on Incorporated
CHKP / Check Point Software Technologies Ltd.
LCTU / BlackRock ETF Trust - iShares U.S. Carbon Transition Readiness Aware Active ETF
AAPL / Apple Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
IGRO / iShares Trust - iShares International Dividend Growth ETF
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
FIVG / ETF Series Solutions - Defiance Next Gen Connectivity ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
ICL / ICL Group Ltd
OKE / ONEOK, Inc.
INTC / Intel Corporation
MSFT / Microsoft Corporation
ETHE / Grayscale Ethereum Staking ETF
V / Visa Inc.
EA / Electronic Arts Inc.
JNJ / Johnson & Johnson
ACN / Accenture plc
MS / Morgan Stanley
MNST / Monster Beverage Corporation
QCOM / QUALCOMM Incorporated
DUK / Duke Energy Corporation
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
PNC / The PNC Financial Services Group, Inc.
CL / Colgate-Palmolive Company
MET / MetLife, Inc.
TMO / Thermo Fisher Scientific Inc.
PEP / PepsiCo, Inc.
TD / The Toronto-Dominion Bank
PLTR / Palantir Technologies Inc.
MDLZ / Mondelez International, Inc.
IDXX / IDEXX Laboratories, Inc.
YUMC / Yum China Holdings, Inc.
SBUX / Starbucks Corporation
BLK / BlackRock, Inc.
UNH / UnitedHealth Group Incorporated
MPC / Marathon Petroleum Corporation
BAC / Bank of America Corporation
SSNC / SS&C Technologies Holdings, Inc.
AXP / American Express Company
MDT / Medtronic plc
MA / Mastercard Incorporated
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
AMAT / Applied Materials, Inc.
T / AT&T Inc.
WAB / Westinghouse Air Brake Technologies Corporation
PGR / The Progressive Corporation
CRM / Salesforce, Inc.
SRE / Sempra
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ADSK / Autodesk, Inc.
PFE / Pfizer Inc.
HIMU / Blackrock ETF Trust II - Ishares High Yield Muni Active ETF
DGX / Quest Diagnostics Incorporated
CAT / Caterpillar Inc.
UPS / United Parcel Service, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
SNOW / Snowflake Inc.
TMUS / T-Mobile US, Inc.
MRSH / Marsh & McLennan Companies, Inc.
PH / Parker-Hannifin Corporation
ABT / Abbott Laboratories
ULTA / Ulta Beauty, Inc.
HUN / Huntsman Corporation
LYFT / Lyft, Inc.
MAS / Masco Corporation
CRWD / CrowdStrike Holdings, Inc.
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
BUG / Global X Funds - Global X Cybersecurity ETF
EXPD / Expeditors International of Washington, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
IYE / iShares Trust - iShares U.S. Energy ETF
PSO / Pearson plc - Depositary Receipt (Common Stock)
EMR / Emerson Electric Co.
LULU / lululemon athletica inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
KC / Kingsoft Cloud Holdings Limited - Depositary Receipt (Common Stock)
SWKS / Skyworks Solutions, Inc.
AA / Alcoa Corporation
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
WRB / W. R. Berkley Corporation
GM / General Motors Company
ESS / Essex Property Trust, Inc.
NEE / NextEra Energy, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DTCB / Solo Brands, Inc.
TEAM / Atlassian Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
NFLX / Netflix, Inc.
MCK / McKesson Corporation
TRV / The Travelers Companies, Inc.
OVV / Ovintiv Inc.
PATH / UiPath, Inc.
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
MELI / MercadoLibre, Inc.
MTZ / MasTec, Inc.
YMAR / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - March
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
MSTR / Strategy Inc
CVX / Chevron Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ITW / Illinois Tool Works Inc.
NXPI / NXP Semiconductors N.V.
MRNA / Moderna, Inc.
CLX / The Clorox Company
AMT / American Tower Corporation
GTLB / GitLab Inc.
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X ETF
BBLU / EA Series Trust - EA Bridgeway Blue Chip ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
PANW / Palo Alto Networks, Inc.
AWK / American Water Works Company, Inc.
DIS / The Walt Disney Company
INCY / Incyte Corporation
MOH / Molina Healthcare, Inc.
KMAR / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - March
AIG / American International Group, Inc.
AEP / American Electric Power Company, Inc.
GILD / Gilead Sciences, Inc.
NOC / Northrop Grumman Corporation
SCHW / The Charles Schwab Corporation
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
CBTJ / Calamos ETF Trust - Calamos Etf Trust - Bitcoin 80% Protn Strategy ETF
RSST / Tidal Trust II - Return Stacked U.S. Stocks & Managed Futures ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
HSY / The Hershey Company
GE / General Electric Company