Market Value734,091,626
Total Holdings418
File Date2026-02-17
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
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Current
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MSTR / Strategy Inc
XPRO / Expro Group Holdings N.V.
JNJ / Johnson & Johnson
CL / Colgate-Palmolive Company
SCHW / The Charles Schwab Corporation
VRTX / Vertex Pharmaceuticals Incorporated
SNOW / Snowflake Inc.
TRV / The Travelers Companies, Inc.
URI / United Rentals, Inc.
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
JIVE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
PFG / Principal Financial Group, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BUFH / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Max Buffer ETF
UNP / Union Pacific Corporation
CPSD / Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - December
QXO / QXO, Inc.
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
SHLD / Global X Funds - Global X Defense Tech ETF
GLD / SPDR Gold Shares
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
YMAR / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - March
PCT / PureCycle Technologies, Inc.
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July
DKNG / DraftKings Inc.
AMAT / Applied Materials, Inc.
NAD / Nuveen Quality Municipal Income Fund
BX / Blackstone Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MMIN / New York Life Investments Active ETF Trust - NYLI MacKay Muni Insured ETF
BBBY / Bed Bath & Beyond, Inc.
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF
BPRE / Bluerock Private Real Estate Fund
NEE / NextEra Energy, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
IWX / iShares Trust - iShares Russell Top 200 Value ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
BITQ / Bitwise Funds Trust - Bitwise Crypto Industry Innovators ETF
TD / The Toronto-Dominion Bank
EPD / Enterprise Products Partners L.P. - Limited Partnership
BUFS / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Small Cap Moderate Buffer ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
BST / BlackRock Science and Technology Trust
AMT / American Tower Corporation
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
BUFY / First Trust Exchange-Traded Fund VIII - FT Vest Laddered International Moderate Buffer ETF
BLK / BlackRock, Inc.
ENVX / Enovix Corporation
VGM / Invesco Trust for Investment Grade Municipals
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
MSFT / Microsoft Corporation
MRSH / Marsh & McLennan Companies, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
MPLX / MPLX LP - Limited Partnership
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
IEP / Icahn Enterprises L.P.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
CSHI / NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF
EXPD / Expeditors International of Washington, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
XAR / SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF
QFLR / Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
WFC / Wells Fargo & Company
INTC / Intel Corporation
AMD / Advanced Micro Devices, Inc.
OKE / ONEOK, Inc.
MDT / Medtronic plc
UPS / United Parcel Service, Inc.
FAST / Fastenal Company
PYPL / PayPal Holdings, Inc.
ET / Energy Transfer LP - Limited Partnership
ACN / Accenture plc
SLV / iShares Silver Trust
ABBV / AbbVie Inc.
GOOG / Alphabet Inc.
IBM / International Business Machines Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
PM / Philip Morris International Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
NFLX / Netflix, Inc.
LOW / Lowe's Companies, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
MA / Mastercard Incorporated
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
QCOM / QUALCOMM Incorporated
V / Visa Inc.
PEP / PepsiCo, Inc.
CRM / Salesforce, Inc.
MS / Morgan Stanley
VRT / Vertiv Holdings Co
DUK / Duke Energy Corporation
DIS / The Walt Disney Company
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
EIX / Edison International
QQQ / Invesco QQQ Trust, Series 1
BAC / Bank of America Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
CAT / Caterpillar Inc.
META / Meta Platforms, Inc.
JPM / JPMorgan Chase & Co.
MDLZ / Mondelez International, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
NEM / Newmont Corporation
AMGN / Amgen Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GE / General Electric Company
REGN / Regeneron Pharmaceuticals, Inc.
BMY / Bristol-Myers Squibb Company
COF / Capital One Financial Corporation
PSEC / Prospect Capital Corporation
AXP / American Express Company
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
SBUX / Starbucks Corporation
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
ADI / Analog Devices, Inc.
T / AT&T Inc.
GEV / GE Vernova Inc.
SO / The Southern Company
IDXX / IDEXX Laboratories, Inc.
IBIT / iShares Bitcoin Trust ETF
MBB / iShares Trust - iShares MBS ETF
AZZ / AZZ Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
ESS / Essex Property Trust, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
FDX / FedEx Corporation
GM / General Motors Company
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
EPSN / Epsilon Energy Ltd.
FIVG / ETF Series Solutions - Defiance Next Gen Connectivity ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ELV / Elevance Health, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
CGBL / Capital Group Core Balanced ETF
BK / The Bank of New York Mellon Corporation
TSLA / Tesla, Inc.
ZONE / CleanCore Solutions, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
CRWD / CrowdStrike Holdings, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
FTXL / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Semiconductor ETF
BXMT / Blackstone Mortgage Trust, Inc.
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
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
PAYX / Paychex, Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
EFA / iShares Trust - iShares MSCI EAFE ETF
LAZ / Lazard, Inc.
THG / The Hanover Insurance Group, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
PBFR / PGIM Rock ETF Trust - PGIM Laddered S&P 500 Buffer 20 ETF
CGNG / Capital Group New Geography Equity ETF
PNC / The PNC Financial Services Group, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
CB / Chubb Limited
ADBE / Adobe Inc.
CPNS / Calamos ETF Trust - Calamos Nasdaq-100 Structured Alt Protection ETF - September
VUG / Vanguard Index Funds - Vanguard Growth ETF
RZLV / Rezolve AI PLC
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
FEZ / SPDR Index Shares Funds - State Street SPDR EURO STOXX 50 ETF
BBLU / EA Series Trust - EA Bridgeway Blue Chip ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
MMM / 3M Company
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GOOGL / Alphabet Inc.
AMZN / Amazon.com, Inc.
APH / Amphenol Corporation
AAPL / Apple Inc.
APP / AppLovin Corporation
ANET / Arista Networks, Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
TEAM / Atlassian Corporation
ADSK / Autodesk, Inc.
ADP / Automatic Data Processing, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
BDX / Becton, Dickinson and Company
BRK.B / Berkshire Hathaway Inc.
BITW / Bitwise 10 Crypto Index ETF
BITB / Bitwise Bitcoin ETF
ETHW / Bitwise Ethereum ETF
BSOL / Bitwise Solana Staking ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
BDVL / Blackrock ETF Trust - iShares Disciplined Volatility Equity Active ETF
BDYN / Blackrock ETF Trust - iShares Dynamic Equity Active ETF
THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
HIMU / Blackrock ETF Trust II - Ishares High Yield Muni Active ETF
XYZ / Block, Inc.
BA / The Boeing Company
BKNG / Booking Holdings Inc.
BSX / Boston Scientific Corporation
AVGO / Broadcom Inc.
CAIE / Calamos ETF Trust - Calamos Autocallable Income ETF
COR / Cencora, Inc.
CNC / Centene Corporation
CVX / Chevron Corporation
CHWY / Chewy, Inc. Call
CHYM / Chime Financial, Inc.
CMG / Chipotle Mexican Grill, Inc.
CSCO / Cisco Systems, Inc.
C / Citigroup Inc.
CME / CME Group Inc.
KO / The Coca-Cola Company
CMCSA / Comcast Corporation
COP / ConocoPhillips
GLW / Corning Incorporated
COST / Costco Wholesale Corporation
DHR / Danaher Corporation
DDOG / Datadog, Inc.
DASH / DoorDash, Inc.
EWBC / East West Bancorp, Inc.
ETN / Eaton Corporation plc
ECL / Ecolab Inc.
EA / Electronic Arts Inc.
LLY / Eli Lilly and Company
EMR / Emerson Electric Co.
ES / Eversource Energy
XOM / Exxon Mobil Corporation
FTRB / Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF
FDV / Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
FIG / Figma, Inc.
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
MISL / First Trust Exchange-Traded Fund - First Trust Indxx Aerospace & Defense ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
DSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - September
FCX / Freeport-McMoRan Inc.
GD / General Dynamics Corporation
GEL / Genesis Energy, L.P. - Limited Partnership
GTLB / GitLab Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
GS / The Goldman Sachs Group, Inc.
BTC / Grayscale Bitcoin Mini Trust
GDLC / Grayscale CoinDesk Crypto 5 ETF
ETH / Grayscale Ethereum Staking Mini ETF
ETHE / Grayscale Ethereum Staking ETF
HD / The Home Depot, Inc.
HON / Honeywell International Inc.
ILMN / Illumina, Inc.
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
EALT / Innovator ETFs Trust - Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly
IOCT / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
ZALT / Innovator ETFs Trust - Innovator U.S. Equity 10 Buffer ETF - Quarterly
RFLR / Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
ICE / Intercontinental Exchange, Inc.
ISRG / Intuitive Surgical, Inc.
GTOS / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Short Duration Total Return Bond ETF
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IRM / Iron Mountain Incorporated
IAU / iShares Gold Trust
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
HDV / iShares Trust - iShares Core High Dividend ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IEV / iShares Trust - iShares Europe ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
REET / iShares Trust - iShares Global REIT ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IWB / iShares Trust - iShares Russell 1000 ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SYSB / iShares Trust - iShares Systematic Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
KLAC / KLA Corporation
LRCX / Lam Research Corporation
LIN / Linde plc
LMT / Lockheed Martin Corporation
MTZ / MasTec, Inc.
MCD / McDonald's Corporation
MCK / McKesson Corporation
MRK / Merck & Co., Inc.
MET / MetLife, Inc.
MU / Micron Technology, Inc.
MNST / Monster Beverage Corporation
NDAQ / Nasdaq, Inc.
GQI / Natixis ETF Trust - Natixis Gateway Quality Income ETF
NBXG / Neuberger Berman Income Funds - Neuberger Next Generation Connectivity Fund Inc.
NXDT / NexPoint Diversified Real Estate Trust
NKE / NIKE, Inc.
NU / Nu Holdings Ltd.
NVDA / NVIDIA Corporation
ORCL / Oracle Corporation
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
PLTR / Palantir Technologies Inc.
PANW / Palo Alto Networks, Inc.
PH / Parker-Hannifin Corporation
PFE / Pfizer Inc.
PCG / PG&E Corporation
PHYL / PGIM ETF Trust - PGIM Active High Yield Bond ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
PG / The Procter & Gamble Company
HYHG / ProShares Trust - ProShares High Yield - Interest Rate Hedged
SSO / ProShares Trust - ProShares Ultra S&P500
RIVN / Rivian Automotive, Inc.
RKLB / Rocket Lab Corporation
ROK / Rockwell Automation, Inc.
YBTC / Roundhill ETF Trust - Roundhill Bitcoin Covered Call Strategy ETF
YETH / Roundhill ETF Trust - Roundhill Ether Covered Call Strategy ETF
RDTE / Roundhill ETF Trust - Roundhill Russell 2000 0DTE Covered Call Strategy ETF
RTX / RTX Corporation
SPGI / S&P Global Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
SRE / Sempra
NOW / ServiceNow, Inc.
SHOP / Shopify Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
SPY / State Street SPDR S&P 500 ETF Trust
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
BILS / SPDR Series Trust - State Street SPDR Bloomberg 3-12 Month T-Bill ETF
SYK / Stryker Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TMO / Thermo Fisher Scientific Inc.
RSST / Tidal Trust II - Return Stacked U.S. Stocks & Managed Futures ETF
TJX / The TJX Companies, Inc.
TT / Trane Technologies plc
UBER / Uber Technologies, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
UNH / UnitedHealth Group Incorporated
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VZ / Verizon Communications Inc.
CFA / Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
WMT / Walmart Inc.
WBD / Warner Bros. Discovery, Inc.
WM / Waste Management, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
XEL / Xcel Energy Inc.
YUM / Yum! Brands, Inc.
YUMC / Yum China Holdings, Inc.
LRN / Stride, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
LH / Labcorp Holdings Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
BIIB / Biogen Inc.
MNTN / MNTN, Inc.
BITQ / Bitwise Funds Trust - Bitwise Crypto Industry Innovators ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
QQXT / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Ex-Technology Sector Index Fund
BHK / BlackRock Core Bond Trust
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
GOF / Guggenheim Strategic Opportunities Fund
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
SHYM / BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
LULU / lululemon athletica inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
RBLX / Roblox Corporation
DD / DuPont de Nemours, Inc.
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
KMAR / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - March
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
MO / Altria Group, Inc.
CLF / Cleveland-Cliffs Inc.
DELL / Dell Technologies Inc.
SWKS / Skyworks Solutions, Inc.
AEP / American Electric Power Company, Inc.
NOC / Northrop Grumman Corporation
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund