Market Value605,719,898
Total Holdings372
File Date2025-08-05
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)
AMD / Advanced Micro Devices, Inc.
BKNG / Booking Holdings Inc.
RKLB / Rocket Lab Corporation
ABBV / AbbVie Inc.
INTC / Intel Corporation
MSFT / Microsoft Corporation
BST / BlackRock Science and Technology Trust
UFPI / UFP Industries, Inc.
CPNQ / Calamos ETF Trust - Calamos Nasdaq-100 Structured Alt Protection ETF - December
GTOS / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Short Duration Total Return Bond ETF
V / Visa Inc.
PYPL / PayPal Holdings, Inc.
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
JNJ / Johnson & Johnson
ET / Energy Transfer LP - Limited Partnership
FAST / Fastenal Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
LOW / Lowe's Companies, Inc.
MA / Mastercard Incorporated
ENVX / Enovix Corporation
TSLA / Tesla, Inc.
VRT / Vertiv Holdings Co
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
PNC / The PNC Financial Services Group, Inc.
CL / Colgate-Palmolive Company
VGM / Invesco Trust for Investment Grade Municipals
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BSX / Boston Scientific Corporation
PEP / PepsiCo, Inc.
DHI / D.R. Horton, Inc.
META / Meta Platforms, Inc.
AMGN / Amgen Inc.
CPSN / Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - November
PAM / Pampa Energía S.A. - Depositary Receipt (Common Stock)
KMI / Kinder Morgan, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BR / Broadridge Financial Solutions, Inc.
RKLB / Rocket Lab Corporation
SBAC / SBA Communications Corporation
CBXJ / Calamos ETF Trust - Calamos Bitcoin 90 Series Structured Alt Protection ETF - January
BRO / Brown & Brown, Inc.
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock)
SPOT / Spotify Technology S.A.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
GGG / Graco Inc.
STEM / Stem, Inc.
UBS / UBS Group AG
ZM / Zoom Communications, Inc.
MSI / Motorola Solutions, Inc.
VLO / Valero Energy Corporation
BDX / Becton, Dickinson and Company
CVS / CVS Health Corporation
SCHQ / Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF
VRSN / VeriSign, Inc.
RGLD / Royal Gold, Inc.
DAL / Delta Air Lines, Inc.
ICVT / iShares Trust - iShares Convertible Bond ETF
GWRE / Guidewire Software, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
EQIX / Equinix, Inc.
XAR / SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF
NTRS / Northern Trust Corporation
QFIN / Qfin Holdings, Inc. - Depositary Receipt (Common Stock)
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
DE / Deere & Company
RL / Ralph Lauren Corporation
GRMN / Garmin Ltd.
DASH / DoorDash, Inc.
LYFT / Lyft, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
BCS / Barclays PLC - Depositary Receipt (Common Stock)
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
TTC / The Toro Company
HWM / Howmet Aerospace Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
ABNB / Airbnb, Inc.
LCTU / BlackRock ETF Trust - iShares U.S. Carbon Transition Readiness Aware Active ETF
DOCU / DocuSign, Inc.
MAS / Masco Corporation
DTCB / Solo Brands, Inc.
AFL / Aflac Incorporated
RMD / ResMed Inc.
KVYO / Klaviyo, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
PSO / Pearson plc - Depositary Receipt (Common Stock)
WRB / W. R. Berkley Corporation
MELI / MercadoLibre, Inc.
MDLZ / Mondelez International, Inc.
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
GEV / GE Vernova Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
MPC / Marathon Petroleum Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
BAC / Bank of America Corporation
DGX / Quest Diagnostics Incorporated
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
MDT / Medtronic plc
CMG / Chipotle Mexican Grill, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
LAZ / Lazard, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
MBB / iShares Trust - iShares MBS ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
FTNT / Fortinet, Inc.
SCHW / The Charles Schwab Corporation
CPNS / Calamos ETF Trust - Calamos Nasdaq-100 Structured Alt Protection ETF - September
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
UPS / United Parcel Service, Inc.
HOLX / Hologic, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
THG / The Hanover Insurance Group, Inc.
PGR / The Progressive Corporation
TMUS / T-Mobile US, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ABT / Abbott Laboratories
ESS / Essex Property Trust, Inc.
NEE / NextEra Energy, Inc.
EXPD / Expeditors International of Washington, Inc.
IEP / Icahn Enterprises L.P.
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
CGNG / Capital Group New Geography Equity ETF
FIVG / ETF Series Solutions - Defiance Next Gen Connectivity ETF
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
ELV / Elevance Health, Inc.
PG / The Procter & Gamble Company
EIX / Edison International
TIGR / UP Fintech Holding Limited - Depositary Receipt (Common Stock)
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
VVR / Invesco Senior Income Trust
IGRO / iShares Trust - iShares International Dividend Growth ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
IYE / iShares Trust - iShares U.S. Energy ETF
MU / Micron Technology, Inc.
ZJUL / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr July
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
CSHI / NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF
BFB / Brown-Forman Corp. - Class B
TXN / Texas Instruments Incorporated
AXS / AXIS Capital Holdings Limited
MMYT / MakeMyTrip Limited
TROW / T. Rowe Price Group, Inc.
TRGP / Targa Resources Corp.
SHW / The Sherwin-Williams Company
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
AOS / A. O. Smith Corporation
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
PINS / Pinterest, Inc.
VNET / VNET Group, Inc. - Depositary Receipt (Common Stock)
D / Dominion Energy, Inc.
NJR / New Jersey Resources Corporation
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
FLV / American Century ETF Trust - American Century Focused Large Cap Value ETF
AADR / AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
ALLE / Allegion plc
RELX / RELX PLC - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
GGAL / Grupo Financiero Galicia S.A. - Depositary Receipt (Common Stock)
DCI / Donaldson Company, Inc.
F / Ford Motor Company
TEAM / Atlassian Corporation
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
LUX / Tema ETF Trust - Tema Luxury ETF
CI / The Cigna Group
MOH / Molina Healthcare, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
CEG / Constellation Energy Corporation
KT / KT Corporation - Depositary Receipt (Common Stock)
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
ETSY / Etsy, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
PCG / PG&E Corporation
CHPT / ChargePoint Holdings, Inc.
TPR / Tapestry, Inc.
DD / DuPont de Nemours, Inc.
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
SYY / Sysco Corporation
WEC / WEC Energy Group, Inc.
WEN / The Wendy's Company
TER / Teradyne, Inc.
APD / Air Products and Chemicals, Inc.
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
HBAN / Huntington Bancshares Incorporated
BMA / Banco Macro S.A. - Depositary Receipt (Common Stock)
SNA / Snap-on Incorporated
HUN / Huntsman Corporation
OVV / Ovintiv Inc.
CHKP / Check Point Software Technologies Ltd.
ICL / ICL Group Ltd
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
NDSN / Nordson Corporation
DHR / Danaher Corporation
SSNC / SS&C Technologies Holdings, Inc.
TGT / Target Corporation
ADT / ADT Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
KC / Kingsoft Cloud Holdings Limited - Depositary Receipt (Common Stock)
CBTJ / Calamos ETF Trust - Calamos Etf Trust - Bitcoin 80% Protn Strategy ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
ITW / Illinois Tool Works Inc.
RCL / Royal Caribbean Cruises Ltd.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
SE / Sea Limited - Depositary Receipt (Common Stock)
BIIB / Biogen Inc.
EOG / EOG Resources, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ALL / The Allstate Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
ULTA / Ulta Beauty, Inc.
WFC / Wells Fargo & Company
MSCI / MSCI Inc.
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
VGI / Virtus Global Multi-Sector Income Fund
IWD / iShares Trust - iShares Russell 1000 Value ETF
FUTU / Futu Holdings Limited - Depositary Receipt (Common Stock)
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
ETN / Eaton Corporation plc
AWK / American Water Works Company, Inc.
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
ES / Eversource Energy
MCD / McDonald's Corporation
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
GOOS / Canada Goose Holdings Inc.
APO / Apollo Global Management, Inc.
ZS / Zscaler, Inc.
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
FCX / Freeport-McMoRan Inc.
UNH / UnitedHealth Group Incorporated
HSY / The Hershey Company
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock)
TJX / The TJX Companies, Inc.
YPF / YPF Sociedad Anónima - Depositary Receipt (Common Stock)
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
COR / Cencora, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
NFLX / Netflix, Inc.
CLX / The Clorox Company
BBBY / Bed Bath & Beyond, Inc.
AA / Alcoa Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
AIG / American International Group, Inc.
SEIC / SEI Investments Company
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
PM / Philip Morris International Inc.
IBM / International Business Machines Corporation
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
BK / The Bank of New York Mellon Corporation
QXO / QXO, Inc.
HIMU / Blackrock ETF Trust II - Ishares High Yield Muni Active ETF
FDV / Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
AMT / American Tower Corporation
EALT / Innovator ETFs Trust - Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly
BUG / Global X Funds - Global X Cybersecurity ETF
OKE / ONEOK, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
IOCT / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October
QQQ / Invesco QQQ Trust, Series 1
GLD / SPDR Gold Shares
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
QCOM / QUALCOMM Incorporated
IDXX / IDEXX Laboratories, Inc.
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IRM / Iron Mountain Incorporated
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
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
GM / General Motors Company
MNTN / MNTN, Inc.
UNP / Union Pacific Corporation
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
CHYM / Chime Financial, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
BX / Blackstone Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
CPSD / Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - December
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X ETF
IBIT / iShares Bitcoin Trust ETF
BMY / Bristol-Myers Squibb Company
RIVN / Rivian Automotive, Inc.
QFLR / Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
SBUX / Starbucks Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
RSST / Tidal Trust II - Return Stacked U.S. Stocks & Managed Futures ETF
PH / Parker-Hannifin Corporation
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
AXP / American Express Company
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
AZZ / AZZ Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
AMAT / Applied Materials, Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
DUK / Duke Energy Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
CFA / Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
HD / The Home Depot, Inc.
FEZ / SPDR Index Shares Funds - State Street SPDR EURO STOXX 50 ETF
SHOP / Shopify Inc.
SPY / State Street SPDR S&P 500 ETF Trust
YBTC / Roundhill ETF Trust - Roundhill Bitcoin Covered Call Strategy ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PSEC / Prospect Capital Corporation
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
DKNG / DraftKings Inc.
MO / Altria Group, Inc.
MS / Morgan Stanley
HON / Honeywell International Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
GE / General Electric Company
CRM / Salesforce, Inc.
RTX / RTX Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
GOOGL / Alphabet Inc.
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
ADP / Automatic Data Processing, Inc.
YMAR / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - March
ZALT / Innovator ETFs Trust - Innovator U.S. Equity 10 Buffer ETF - Quarterly
FI / Fiserv, Inc.
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
OEF / iShares Trust - iShares S&P 100 ETF
CB / Chubb Limited
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
C / Citigroup Inc.
TMO / Thermo Fisher Scientific Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
SWKS / Skyworks Solutions, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
SRE / Sempra
WMT / Walmart Inc.
CAT / Caterpillar Inc.
ETHW / Bitwise Ethereum ETF
ETHE / Grayscale Ethereum Staking ETF
MRSH / Marsh & McLennan Companies, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
TRV / The Travelers Companies, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
LULU / lululemon athletica inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
LIN / Linde plc
BBLU / EA Series Trust - EA Bridgeway Blue Chip ETF
SNOW / Snowflake Inc.
DIS / The Walt Disney Company
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
NDAQ / Nasdaq, Inc.
PHYL / PGIM ETF Trust - PGIM Active High Yield Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
JPM / JPMorgan Chase & Co.
MPLX / MPLX LP - Limited Partnership
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
WM / Waste Management, Inc.
APH / Amphenol Corporation
ORCL / Oracle Corporation
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
REGN / Regeneron Pharmaceuticals, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
BITQ / Bitwise Funds Trust - Bitwise Crypto Industry Innovators ETF
GD / General Dynamics Corporation
ROK / Rockwell Automation, Inc.
QQXT / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Ex-Technology Sector Index Fund
GBTC / Grayscale Bitcoin Trust (BTC)
MTZ / MasTec, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
GOOG / Alphabet Inc.
ADI / Analog Devices, Inc.
ETH / Grayscale Ethereum Staking Mini ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
EA / Electronic Arts Inc.
CGBL / Capital Group Core Balanced ETF
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
CLF / Cleveland-Cliffs Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
URI / United Rentals, Inc.
PAYX / Paychex, Inc.
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
IYW / iShares Trust - iShares U.S. Technology ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July
LH / Labcorp Holdings Inc.
GEL / Genesis Energy, L.P. - Limited Partnership
CSCO / Cisco Systems, Inc.
EMR / Emerson Electric Co.
T / AT&T Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GTLB / GitLab Inc.
FTRB / Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF
NAD / Nuveen Quality Municipal Income Fund
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
ACN / Accenture plc
MRK / Merck & Co., Inc.
NBXG / Neuberger Berman Income Funds - Neuberger Next Generation Connectivity Fund Inc.
ADBE / Adobe Inc.
COP / ConocoPhillips
AMZN / Amazon.com, Inc.
BXMT / Blackstone Mortgage Trust, Inc.
IWX / iShares Trust - iShares Russell Top 200 Value ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
XOM / Exxon Mobil Corporation
SO / The Southern Company
RFLR / Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ICE / Intercontinental Exchange, Inc.
LLY / Eli Lilly and Company
BA / The Boeing Company
ECL / Ecolab Inc.
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
REET / iShares Trust - iShares Global REIT ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
BLK / BlackRock, Inc.
WBD / Warner Bros. Discovery, Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
SYK / Stryker Corporation
TD / The Toronto-Dominion Bank
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
MNST / Monster Beverage Corporation
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
NOW / ServiceNow, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
CRWD / CrowdStrike Holdings, Inc.
APP / AppLovin Corporation
GLW / Corning Incorporated
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
KLAC / KLA Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
MCK / McKesson Corporation
MET / MetLife, Inc.
VZ / Verizon Communications Inc.
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
BTC / Grayscale Bitcoin Mini Trust
BRK.B / Berkshire Hathaway Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
EWBC / East West Bancorp, Inc.
COST / Costco Wholesale Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
PFE / Pfizer Inc.
RBLX / Roblox Corporation
CMCSA / Comcast Corporation
BDJ / BlackRock Enhanced Equity Dividend Trust
YUMC / Yum China Holdings, Inc.
BITB / Bitwise Bitcoin ETF
NKE / NIKE, Inc.
PLTR / Palantir Technologies Inc.
ANET / Arista Networks, Inc.
ADSK / Autodesk, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
CVX / Chevron Corporation
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
LRCX / Lam Research Corporation
YUM / Yum! Brands, Inc.
GS / The Goldman Sachs Group, Inc.
IAU / iShares Gold Trust
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
UBER / Uber Technologies, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IWM / iShares Trust - iShares Russell 2000 ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
IEV / iShares Trust - iShares Europe ETF
ISRG / Intuitive Surgical, Inc.
NU / Nu Holdings Ltd.
MMM / 3M Company
KMAR / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - March
PANW / Palo Alto Networks, Inc.
TT / Trane Technologies plc
MSTR / Strategy Inc
IWB / iShares Trust - iShares Russell 1000 ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
AAPL / Apple Inc.
LMT / Lockheed Martin Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IVW / iShares Trust - iShares S&P 500 Growth ETF
XEL / Xcel Energy Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
CME / CME Group Inc.
KO / The Coca-Cola Company
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
AEP / American Electric Power Company, Inc.
GILD / Gilead Sciences, Inc.
NOC / Northrop Grumman Corporation
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)