Market Value6,657,171
Total Holdings754
File Date2023-11-14
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)
QQQ / Invesco QQQ Trust, Series 1
HPQ / HP Inc.
NKE / NIKE, Inc.
TSLA / Tesla, Inc.
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
MNST / Monster Beverage Corporation
UBS / UBS Group AG
FTNT / Fortinet, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
WAT / Waters Corporation
VTR / Ventas, Inc.
ICLR / ICON Public Limited Company
OTIS / Otis Worldwide Corporation
GL / Globe Life Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TGT / Target Corporation
FDS / FactSet Research Systems Inc.
ZBH / Zimmer Biomet Holdings, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
PECO / Phillips Edison & Company, Inc.
PM / Philip Morris International Inc.
TROW / T. Rowe Price Group, Inc.
BOX / Box, Inc.
CBOE / Cboe Global Markets, Inc.
HYTR / Northern Lights Fund Trust III - Counterpoint High Yield Trend ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
SNA / Snap-on Incorporated
BRK.A / Berkshire Hathaway Inc.
HOLX / Hologic, Inc.
KMX / CarMax, Inc.
SLB / SLB N.V.
DIS / The Walt Disney Company
CARR / Carrier Global Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
WH / Wyndham Hotels & Resorts, Inc.
DKS / DICK'S Sporting Goods, Inc.
CWST / Casella Waste Systems, Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
SYF / Synchrony Financial
DOV / Dover Corporation
AMGN / Amgen Inc.
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
POTX / Global X Funds - Global X Cannabis ETF
AVB / AvalonBay Communities, Inc.
ADM / Archer-Daniels-Midland Company
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
ON / ON Semiconductor Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MS / Morgan Stanley
MGM / MGM Resorts International
ISRG / Intuitive Surgical, Inc.
USB / U.S. Bancorp
ROK / Rockwell Automation, Inc.
RTX / RTX Corporation
RY / Royal Bank of Canada
EXEL / Exelixis, Inc.
APD / Air Products and Chemicals, Inc.
IPG / The Interpublic Group of Companies, Inc.
GWW / W.W. Grainger, Inc.
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
SRPT / Sarepta Therapeutics, Inc.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
PH / Parker-Hannifin Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
AJG / Arthur J. Gallagher & Co.
KDP / Keurig Dr Pepper Inc.
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
SHOP / Shopify Inc.
ACES / ALPS ETF Trust - ALPS Clean Energy ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MAS / Masco Corporation
TDG / TransDigm Group Incorporated
ENSG / The Ensign Group, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
MSCI / MSCI Inc.
LECO / Lincoln Electric Holdings, Inc.
SCHW / The Charles Schwab Corporation
IQSI / New York Life Investments ETF Trust - NYLI Candriam International Equity ETF
XOM / Exxon Mobil Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
WIT / Wipro Limited - Depositary Receipt (Common Stock)
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BAX / Baxter International Inc.
GLW / Corning Incorporated
EFV / iShares Trust - iShares MSCI EAFE Value ETF
WBA / Walgreens Boots Alliance, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
RAYC / The Advisors' Inner Circle Fund III - Rayliant Quantamental China Equity ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
FTV / Fortive Corporation
BRBR / BellRing Brands, Inc.
APA / APA Corporation
JEF / Jefferies Financial Group Inc.
AKAM / Akamai Technologies, Inc.
TRNS / Transcat, Inc.
SYY / Sysco Corporation
CG / The Carlyle Group Inc.
NXST / Nexstar Media Group, Inc.
V / Visa Inc.
SBRA / Sabra Health Care REIT, Inc.
SNSR / Global X Funds - Global X Internet of Things ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
TMUS / T-Mobile US, Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
HR / Healthcare Realty Trust Incorporated
STWD / Starwood Property Trust, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ATVI / Activision Blizzard Inc
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
RNRG / Global X Funds - Global X Renewable Energy Producers ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
HAWX / iShares Trust - iShares Currency Hedged MSCI ACWI ex U.S. ETF
BMY / Bristol-Myers Squibb Company
AON / Aon plc
PAC / Grupo Aeroportuario del Pacífico, S.A.B. de C.V. - Depositary Receipt (Common Stock)
CASY / Casey's General Stores, Inc.
NVST / Envista Holdings Corporation
VMW / Vmware Inc. - Class A
LHX / L3Harris Technologies, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock)
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
YUM / Yum! Brands, Inc.
AEE / Ameren Corporation
CI / The Cigna Group
NMRK / Newmark Group, Inc.
HWM / Howmet Aerospace Inc.
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
CNCR / ETF Series Solutions - Range Cancer Therapeutics ETF
LYV / Live Nation Entertainment, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
KKR / KKR & Co. Inc.
FRT / Federal Realty Investment Trust
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
STT / State Street Corporation
CACI / CACI International Inc
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
CCOR / Listed Funds Trust - Core Alternative ETF
CHKP / Check Point Software Technologies Ltd.
ELV / Elevance Health, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
INTF / iShares Trust - iShares International Equity Factor ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CERS / Cerus Corporation
FBIN / Fortune Brands Innovations, Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
CAH / Cardinal Health, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
VZ / Verizon Communications Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PARA / Paramount Global
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
BN / Brookfield Corporation
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
EXTR / Extreme Networks, Inc.
BSX / Boston Scientific Corporation
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
BHB / Bar Harbor Bankshares
MKC / McCormick & Company, Incorporated
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DSGX / The Descartes Systems Group Inc.
NVCR / NovoCure Limited
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
SJM / The J. M. Smucker Company
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CF / CF Industries Holdings, Inc.
EL / The Estée Lauder Companies Inc.
PGR / The Progressive Corporation
MAIN / Main Street Capital Corporation
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
INTU / Intuit Inc.
CDNS / Cadence Design Systems, Inc.
MMC / Marsh & McLennan Companies, Inc.
NSC / Norfolk Southern Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
JNJ / Johnson & Johnson
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IDA / IDACORP, Inc.
SPOT / Spotify Technology S.A.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
AMP / Ameriprise Financial, Inc.
GNRC / Generac Holdings Inc.
MAR / Marriott International, Inc.
LVS / Las Vegas Sands Corp.
ORCL / Oracle Corporation
BRK.B / Berkshire Hathaway Inc.
D / Dominion Energy, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
APO / Apollo Global Management, Inc.
TMO / Thermo Fisher Scientific Inc.
LH / Labcorp Holdings Inc.
CMF / iShares Trust - iShares California Muni Bond ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
LILAK / Liberty Latin America Ltd.
BAM / Brookfield Asset Management Ltd.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
LQDI / iShares U.S. ETF Trust - iShares Inflation Hedged Corporate Bond ETF
DRI / Darden Restaurants, Inc.
KA / Kineta, Inc.
IMO / Imperial Oil Limited
HCC / Warrior Met Coal, Inc.
UTZ / Utz Brands, Inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
MUN / VanEck Muni ETF
DOW / Dow Inc.
/ JPMorgan Global Bond Opportunities ETF
/ Vanguard Russell 1000 Value
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
AES / The AES Corporation
LSTR / Landstar System, Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
ADP / Automatic Data Processing, Inc.
NYT / The New York Times Company
AVGO / Broadcom Inc.
RVTY / Revvity, Inc.
LLY / Eli Lilly and Company
O / Realty Income Corporation
TRV / The Travelers Companies, Inc.
CNC / Centene Corporation
UBER / Uber Technologies, Inc.
MVIS / MicroVision, Inc.
GLD / SPDR Gold Shares
LSI / Life Storage Inc - Registered Shares
SOFI / SoFi Technologies, Inc.
DCI / Donaldson Company, Inc.
MKL / Markel Group Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
CLX / The Clorox Company
BCE / BCE Inc.
C.WSA / Citigroup, Inc.
KO / The Coca-Cola Company
TJX / The TJX Companies, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
PSA / Public Storage
TEL / TE Connectivity plc
WMT / Walmart Inc.
CDW / CDW Corporation
RACE / Ferrari N.V.
TT / Trane Technologies plc
CAT / Caterpillar Inc.
MPW / Medical Properties Trust, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ABNB / Airbnb, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
CCK / Crown Holdings, Inc.
AMH / American Homes 4 Rent
HSY / The Hershey Company
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
DOW / Dow Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
LULU / lululemon athletica inc.
HEI / HEICO Corporation
SNPS / Synopsys, Inc.
GOOGL / Alphabet Inc.
ULTA / Ulta Beauty, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
MMP / Magellan Midstream Partners L.P.
PLTR / Palantir Technologies Inc.
NVDA / NVIDIA Corporation
AMD / Advanced Micro Devices, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
KCDMY / Kimberly-Clark de México, S. A. B. de C. V. - Depositary Receipt (Common Stock)
EMR / Emerson Electric Co.
CRWD / CrowdStrike Holdings, Inc.
HAS / Hasbro, Inc.
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
PC8 / Canadian Pacific Railway Ltd
EWW / iShares, Inc. - iShares MSCI Mexico ETF
JCI / Johnson Controls International plc
SUI / Sun Communities, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
GII / SPDR Index Shares Funds - State Street SPDR S&P Global Infrastructure ETF
FATE / Fate Therapeutics, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
BBCP / Concrete Pumping Holdings, Inc.
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
BLDR / Builders FirstSource, Inc.
VLO / Valero Energy Corporation
RVPH / Reviva Pharmaceuticals Holdings, Inc.
HD / The Home Depot, Inc.
QLYS / Qualys, Inc.
TFC / Truist Financial Corporation
MSFT / Microsoft Corporation
APH / Amphenol Corporation
NOTE / FiscalNote Holdings, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
INTC / Intel Corporation
OKE / ONEOK, Inc.
CRM / Salesforce, Inc.
AMT / American Tower Corporation
CLF / Cleveland-Cliffs Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
AN / AutoNation, Inc.
MRK / Merck & Co., Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
CAG / Conagra Brands, Inc.
CYBR / CyberArk Software Ltd.
VICI / VICI Properties Inc.
MKC / McCormick & Company, Incorporated
LBRDA / Liberty Broadband Corporation
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
NFLX / Netflix, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
PINS / Pinterest, Inc.
JPM / JPMorgan Chase & Co.
META / Meta Platforms, Inc.
SO / The Southern Company
NTP / Nam Tai Property Inc
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
PANW / Palo Alto Networks, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
AAPL / Apple Inc.
BAH / Booz Allen Hamilton Holding Corporation
ARMK / Aramark
WY / Weyerhaeuser Company
INMD / InMode Ltd.
PFG / Principal Financial Group, Inc.
TSCO / Tractor Supply Company
AMZN / Amazon.com, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
F / Ford Motor Company
IIPR / Innovative Industrial Properties, Inc.
ADBE / Adobe Inc.
MRNA / Moderna, Inc.
BA / The Boeing Company
MRVL / Marvell Technology, Inc.
NEE.PRN / NextEra Energy Capital Holdings, Inc. - Corporate Bond/Note
EPR / EPR Properties
C / Citigroup Inc.
SNEX / StoneX Group Inc.
GLPI / Gaming and Leisure Properties, Inc.
BIPC / Brookfield Infrastructure Corporation
LMT / Lockheed Martin Corporation
LIN / Linde plc
TOWN / TowneBank
BX / Blackstone Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
AFL / Aflac Incorporated
PSX / Phillips 66
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
CEG / Constellation Energy Corporation
/ GLOBAL X VID GAM
LPLA / LPL Financial Holdings Inc.
CMCSA / Comcast Corporation
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
HNW / Pioneer Diversified High Income Fund, Inc.
NMIH / NMI Holdings, Inc.
YETI / YETI Holdings, Inc.
CSWI / CSW Industrials, Inc.
HIFS / Hingham Institution for Savings
NWT / Wells Fargo & Co.
NOC / Northrop Grumman Corporation
FI / Fiserv, Inc.
AIG / American International Group, Inc.
PFE / Pfizer Inc.
FDX / FedEx Corporation
TQQQ / ProShares Trust - ProShares UltraPro QQQ
ACN / Accenture plc
BLUE / bluebird bio, Inc.
ATKR / Atkore Inc.
TNL / Travel + Leisure Co.
USRT / iShares Trust - iShares Core U.S. REIT ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
CSWC / Capital Southwest Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
ASHR / DBX ETF Trust - Xtrackers Harvest CSI 300 China A-Shares ETF
USFD / US Foods Holding Corp.
GPN / Global Payments Inc.
URI / United Rentals, Inc.
T.PRC / AT&T Inc. - Preferred Stock
DG / Dollar General Corporation
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
MSI / Motorola Solutions, Inc.
DLR / Digital Realty Trust, Inc.
MCHP / Microchip Technology Incorporated
HPE / Hewlett Packard Enterprise Company
GEHC / GE HealthCare Technologies Inc.
CSCO / Cisco Systems, Inc.
CMG / Chipotle Mexican Grill, Inc.
ANSS / ANSYS, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
RIG / Transocean Ltd.
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
TSVT / 2seventy bio, Inc.
VTRS / Viatris Inc.
LNG / Cheniere Energy, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
AMAT / Applied Materials, Inc.
BKNG / Booking Holdings Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
OVV / Ovintiv Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
CVX / Chevron Corporation
ALL / The Allstate Corporation
ECL / Ecolab Inc.
IFN / Aberdeen India Fund, Inc.
ADSK / Autodesk, Inc.
CBRE / CBRE Group, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
CNI / Canadian National Railway Company
PRVA / Privia Health Group, Inc.
IAU / iShares Gold Trust
VYX / NCR Voyix Corporation
EBGEF / Enbridge Inc. - Preferred Stock
SITE / SiteOne Landscape Supply, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
MU / Micron Technology, Inc.
MET / MetLife, Inc.
FNF / Fidelity National Financial, Inc.
CPT / Camden Property Trust
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
BJ / BJ's Wholesale Club Holdings, Inc.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
IWM / iShares Trust - iShares Russell 2000 ETF
PPG / PPG Industries, Inc.
CTVA / Corteva, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
CSX / CSX Corporation
PEP / PepsiCo, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
LKQ / LKQ Corporation
WMB / The Williams Companies, Inc.
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
HALO / Halozyme Therapeutics, Inc.
ITW / Illinois Tool Works Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
PFF / iShares Trust - iShares Preferred and Income Securities ETF
UNP / Union Pacific Corporation
TTEK / Tetra Tech, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
PXD / Pioneer Natural Resources Company
AXP / American Express Company
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
CHD / Church & Dwight Co., Inc.
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
MCD / McDonald's Corporation
LNTH / Lantheus Holdings, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
TPL / Texas Pacific Land Corporation
WEC / WEC Energy Group, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
EQIX / Equinix, Inc.
MO / Altria Group, Inc.
EW / Edwards Lifesciences Corporation
JLL / Jones Lang LaSalle Incorporated
IWD / iShares Trust - iShares Russell 1000 Value ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
CHW / Calamos Global Dynamic Income Fund
SHEL / Shell plc - Depositary Receipt (Common Stock)
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
NBIX / Neurocrine Biosciences, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
ROST / Ross Stores, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
NHI / National Health Investors, Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
GPC / Genuine Parts Company
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
LBTYK / Liberty Global Ltd.
AGCO / AGCO Corporation
IEX / IDEX Corporation
NOMD / Nomad Foods Limited
NVR / NVR, Inc.
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
MA / Mastercard Incorporated
QUS / SPDR Series Trust - State Street SPDR MSCI USA StrategicFactors SM ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
ROP / Roper Technologies, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
DOG / ProShares Trust - ProShares Short Dow30
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
LAD / Lithia Motors, Inc.
BWXT / BWX Technologies, Inc.
EIX / Edison International
VFH / Vanguard World Fund - Vanguard Financials ETF
MPC / Marathon Petroleum Corporation
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
FSCO / FS Credit Opportunities Corp.
EVG / Eaton Vance Short Duration Diversified Income Fund
WGB / Integer Holdings Corp
ITB / iShares Trust - iShares U.S. Home Construction ETF
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
SYK / Stryker Corporation
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
LOW / Lowe's Companies, Inc.
HBAN / Huntington Bancshares Incorporated
ELME / Elme Communities
ASO / Academy Sports and Outdoors, Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
AGI / Alamos Gold Inc.
RC / Ready Capital Corporation
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
GSBD / Goldman Sachs BDC, Inc.
NGD / New Gold Inc.
PLD / Prologis, Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
MTD / Mettler-Toledo International Inc.
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
CME / CME Group Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
KEYS / Keysight Technologies, Inc.
PNC / The PNC Financial Services Group, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
COP / ConocoPhillips
RS / Reliance, Inc.
WBS / Webster Financial Corporation
RLY / SPDR Series Trust - State Street Multi-Asset Real Return ETF
PAG / Penske Automotive Group, Inc.
PWR / Quanta Services, Inc.
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
RPM / RPM International Inc.
ABB / ABB Ltd. - ADR
CMI / Cummins Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
RSG / Republic Services, Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
AWK / American Water Works Company, Inc.
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
MDRX / Veradigm Inc.
AME / AMETEK, Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
ZBRA / Zebra Technologies Corporation
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
DIAL / Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF
FLIC / The First of Long Island Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
EWY / iShares, Inc. - iShares MSCI South Korea ETF
JMOM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
IYW / iShares Trust - iShares U.S. Technology ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
CB / Chubb Limited
IYJ / iShares Trust - iShares U.S. Industrials ETF
PKG / Packaging Corporation of America
BCSF / Bain Capital Specialty Finance, Inc.
AZO / AutoZone, Inc.
HCA / HCA Healthcare, Inc.
PFIX / Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF
MDT / Medtronic plc
GM / General Motors Company
WELL / Welltower Inc.
MMM / 3M Company
SHW / The Sherwin-Williams Company
NOW / ServiceNow, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
UBSI / United Bankshares, Inc.
COF / Capital One Financial Corporation
BGNE / BeiGene, Ltd. - Depositary Receipt (Common Stock)
TOL / Toll Brothers, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
WM / Waste Management, Inc.
PAYC / Paycom Software, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
ADI / Analog Devices, Inc.
YUMC / Yum China Holdings, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LMDXF / LumiraDx Limited
GIS / General Mills, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DHR / Danaher Corporation
GE / General Electric Company
T / AT&T Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
NXPI / NXP Semiconductors N.V.
ICE / Intercontinental Exchange, Inc.
STE / STERIS plc
UNH / UnitedHealth Group Incorporated
BR / Broadridge Financial Solutions, Inc.
HON / Honeywell International Inc.
GBDC / Golub Capital BDC, Inc.
BDX / Becton, Dickinson and Company
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
FITB / Fifth Third Bancorp
NVS / Novartis AG - Depositary Receipt (Common Stock)
SBUX / Starbucks Corporation
SM / SM Energy Company
DNP / DNP Select Income Fund Inc.
FAX / Abrdn Asia-Pacific Income Fund Inc
GD / General Dynamics Corporation
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
ABBV / AbbVie Inc.
TXN / Texas Instruments Incorporated
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MCO / Moody's Corporation
CPRT / Copart, Inc.
PYPL / PayPal Holdings, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
A / Agilent Technologies, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
STZ / Constellation Brands, Inc.
WPC / W. P. Carey Inc.
OHI / Omega Healthcare Investors, Inc.
MCK / McKesson Corporation
AZTA / Azenta, Inc.
IBM / International Business Machines Corporation
SPY / State Street SPDR S&P 500 ETF Trust
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
PAYX / Paychex, Inc.
LRCX / Lam Research Corporation
COST / Costco Wholesale Corporation
TRMB / Trimble Inc.
ZTS / Zoetis Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SPG / Simon Property Group, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
Z / Zillow Group, Inc.
MLPA / Global X Funds - Global X MLP ETF
ETN / Eaton Corporation plc
VSTO / Vista Outdoor Inc.
EXR / Extra Space Storage Inc.
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
ED / Consolidated Edison, Inc.
J / Jacobs Solutions Inc.
PPL / PPL Corporation
GILD / Gilead Sciences, Inc.
CTAS / Cintas Corporation
EA / Electronic Arts Inc.
GS / The Goldman Sachs Group, Inc.
QCOM / QUALCOMM Incorporated
ENPH / Enphase Energy, Inc.
FICO / Fair Isaac Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
PRU / Prudential Financial, Inc.
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
ES / Eversource Energy
KLAC / KLA Corporation
BAC / Bank of America Corporation
ET / Energy Transfer LP - Limited Partnership
CCI / Crown Castle Inc.
DELL / Dell Technologies Inc.
DHI / D.R. Horton, Inc.
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
DFS / Discover Financial Services
WAL / Western Alliance Bancorporation
AEP / American Electric Power Company, Inc.
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
TLS / Telos Corporation
NVT / nVent Electric plc
TECL / Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X ETF
SPGI / S&P Global Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ORI / Old Republic International Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IBB / iShares Trust - iShares Biotechnology ETF
DNA / Ginkgo Bioworks Holdings, Inc.
2CU / Chemours Company
IDXX / IDEXX Laboratories, Inc.
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
TMP / Tompkins Financial Corporation
HSIC / Henry Schein, Inc.
UPS / United Parcel Service, Inc.
BOKF / BOK Financial Corporation
DUK / Duke Energy Corporation
GOOG / Alphabet Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
LAZ / Lazard, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
DE / Deere & Company
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
IRM / Iron Mountain Incorporated
ORLY / O'Reilly Automotive, Inc.
IT / Gartner, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
SU / Suncor Energy Inc.
AFG / American Financial Group, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
WCN / Waste Connections, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
RHI / Robert Half Inc.
SMMD / iShares Trust - iShares Russell 2500 ETF
MDLZ / Mondelez International, Inc.
INDB / Independent Bank Corp.
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
KMI / Kinder Morgan, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
VEEV / Veeva Systems Inc.
NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF
FR / First Industrial Realty Trust, Inc.
ILMN / Illumina, Inc.
ACGL / Arch Capital Group Ltd.
WCC / WESCO International, Inc.
FN / Fabrinet
CLOU / Global X Funds - Global X Cloud Computing ETF
CTSH / Cognizant Technology Solutions Corporation
BEPC / Brookfield Renewable Corporation
FNCB / FNCB Bancorp, Inc.
ETR / Entergy Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
PCH / PotlatchDeltic Corporation
MCI / Barings Corporate Investors
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
SH / ProShares Trust - ProShares Short S&P500
OUT / OUTFRONT Media Inc.
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
ARCO / Arcos Dorados Holdings Inc.
WOMN / Tidal Trust III - Impact Shares Women's Empowerment ETF
WLK / Westlake Corporation
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
CVS / CVS Health Corporation