Market Value1,235,197,741
Total Holdings535
File Date2024-04-19
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)
CSCO / Cisco Systems, Inc.
GE / General Electric Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
TRIN / Trinity Capital Inc.
MSFT / Microsoft Corporation
MDLZ / Mondelez International, Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
AMD / Advanced Micro Devices, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
GIS / General Mills, Inc.
BX / Blackstone Inc.
TSCO / Tractor Supply Company
CEG / Constellation Energy Corporation
MS / Morgan Stanley
WM / Waste Management, Inc.
META / Meta Platforms, Inc.
TROW / T. Rowe Price Group, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
PM / Philip Morris International Inc.
TSN / Tyson Foods, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BEN / Franklin Resources, Inc.
SRE / Sempra
GSK / GSK plc - Depositary Receipt (Common Stock)
LGLV / SPDR Series Trust - State Street SPDR US Large Cap Low Volatility Index ETF
MPC / Marathon Petroleum Corporation
ACN / Accenture plc
SLV / iShares Silver Trust
IWM / iShares Trust - iShares Russell 2000 ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
MO / Altria Group, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
D / Dominion Energy, Inc.
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
NURE / NuShares ETF Trust - Nuveen Short-Term REIT ETF
LNC / Lincoln National Corporation
PHK / PIMCO High Income Fund
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
MFC / Manulife Financial Corporation
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
DVY / iShares Trust - iShares Select Dividend ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
DUK / Duke Energy Corporation
URI / United Rentals, Inc.
FSCO / FS Credit Opportunities Corp.
AMAT / Applied Materials, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
PAYX / Paychex, Inc.
QEFA / SPDR Index Shares Funds - State Street SPDR MSCI EAFE StrategicFactors ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
JPM / JPMorgan Chase & Co.
NOC / Northrop Grumman Corporation
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
KMB / Kimberly-Clark Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
AMT / American Tower Corporation
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
FSK / FS KKR Capital Corp.
NIE / Virtus Equity & Convertible Income Fund
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
OCSL / Oaktree Specialty Lending Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
LOW / Lowe's Companies, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
ET / Energy Transfer LP - Limited Partnership
SO / The Southern Company
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
AWK / American Water Works Company, Inc.
KMI / Kinder Morgan, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
PTY / PIMCO Corporate & Income Opportunity Fund
OHI / Omega Healthcare Investors, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
XMVM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Value with Momentum ETF
PDI / PIMCO Dynamic Income Fund
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
HIPS / GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
BXSL / Blackstone Secured Lending Fund
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
CRM / Salesforce, Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
QUS / SPDR Series Trust - State Street SPDR MSCI USA StrategicFactors SM ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
TXN / Texas Instruments Incorporated
VFH / Vanguard World Fund - Vanguard Financials ETF
CL / Colgate-Palmolive Company
ULTA / Ulta Beauty, Inc.
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
XAR / SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
FANG / Diamondback Energy, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
FDX / FedEx Corporation
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
CGGR / Capital Group Growth ETF
IRM / Iron Mountain Incorporated
CHWY / Chewy, Inc.
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
XYZ / Block, Inc.
MDT / Medtronic plc
UPS / United Parcel Service, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
ARCC / Ares Capital Corporation
SHOP / Shopify Inc.
ENB / Enbridge Inc.
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
EQIX / Equinix, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
AOS / A. O. Smith Corporation
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
WRB / W. R. Berkley Corporation
INCE / Franklin Templeton ETF Trust - Franklin Income Equity Focus ETF
XOP / SPDR Series Trust - State Street SPDR S&P Oil & Gas Exploration & Production ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
ATMU / Atmus Filtration Technologies Inc.
BKH / Black Hills Corporation
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
AFL / Aflac Incorporated
NUE / Nucor Corporation
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
BRK.B / Berkshire Hathaway Inc.
UBER / Uber Technologies, Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
COIN / Coinbase Global, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
GS / The Goldman Sachs Group, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PDX / PIMCO Dynamic Income Strategy Fund
NBXG / Neuberger Berman Income Funds - Neuberger Next Generation Connectivity Fund Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
FIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
NVDA / NVIDIA Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
ATO / Atmos Energy Corporation
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
SPGM / SPDR Index Shares Funds - State Street SPDR Portfolio MSCI Global Stock Market ETF
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
KLAC / KLA Corporation
C / Citigroup Inc.
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
IDHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
MUB / iShares Trust - iShares National Muni Bond ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PG / The Procter & Gamble Company
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
BNS / The Bank of Nova Scotia
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
RPM / RPM International Inc.
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
PDM / Piedmont Realty Trust, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
SOXX / iShares Trust - iShares Semiconductor ETF
TTD / The Trade Desk, Inc.
K / Kellanova
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
LECO / Lincoln Electric Holdings, Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
FCX / Freeport-McMoRan Inc.
ED / Consolidated Edison, Inc.
GME / GameStop Corp.
CSX / CSX Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
HDV / iShares Trust - iShares Core High Dividend ETF
SENS / Senseonics Holdings, Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
PXD / Pioneer Natural Resources Company
TEI / Templeton Emerging Markets Income Fund
FLQS / Franklin Templeton ETF Trust - Franklin U.S. Small Cap Multifactor Index ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
TTC / The Toro Company
TT / Trane Technologies plc
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
HON / Honeywell International Inc.
ADM / Archer-Daniels-Midland Company
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
IDXX / IDEXX Laboratories, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
OEF / iShares Trust - iShares S&P 100 ETF
NFLX / Netflix, Inc.
MGNI / Magnite, Inc.
DG / Dollar General Corporation
PNR / Pentair plc
AAPL / Apple Inc.
INTC / Intel Corporation
COP / ConocoPhillips
WMT / Walmart Inc.
HTGC / Hercules Capital, Inc.
HD / The Home Depot, Inc.
RTX / RTX Corporation
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
VZ / Verizon Communications Inc.
LUMN / Lumen Technologies, Inc.
AVGO / Broadcom Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
CVX / Chevron Corporation
CMCSA / Comcast Corporation
F / Ford Motor Company
GOOG / Alphabet Inc.
SPG / Simon Property Group, Inc.
GLD / SPDR Gold Shares
V / Visa Inc.
GOOGL / Alphabet Inc.
MU / Micron Technology, Inc.
QCOM / QUALCOMM Incorporated
KR / The Kroger Co.
MA / Mastercard Incorporated
CVS / CVS Health Corporation
IBM / International Business Machines Corporation
ABT / Abbott Laboratories
WBD / Warner Bros. Discovery, Inc.
AMZN / Amazon.com, Inc.
MCD / McDonald's Corporation
MRK / Merck & Co., Inc.
CAT / Caterpillar Inc.
BA / The Boeing Company
PFE / Pfizer Inc.
BMY / Bristol-Myers Squibb Company
LMT / Lockheed Martin Corporation
BRK.A / Berkshire Hathaway Inc.
ORCL / Oracle Corporation
ISRG / Intuitive Surgical, Inc.
WPC / W. P. Carey Inc.
XYL / Xylem Inc.
LIN / Linde plc
PNC / The PNC Financial Services Group, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
GILD / Gilead Sciences, Inc.
T / AT&T Inc.
TREE / LendingTree, Inc.
TJX / The TJX Companies, Inc.
DIS / The Walt Disney Company
UNP / Union Pacific Corporation
NEE / NextEra Energy, Inc.
COST / Costco Wholesale Corporation
ADI / Analog Devices, Inc.
PH / Parker-Hannifin Corporation
LLY / Eli Lilly and Company
WFC / Wells Fargo & Company
YUM / Yum! Brands, Inc.
CRWD / CrowdStrike Holdings, Inc.
TGT / Target Corporation
TMUS / T-Mobile US, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
MET / MetLife, Inc.
AMGN / Amgen Inc.
AXP / American Express Company
ADBE / Adobe Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
EFX / Equifax Inc.
OKE / ONEOK, Inc.
SPGI / S&P Global Inc.
CBRE / CBRE Group, Inc.
GEN / Gen Digital Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
TMO / Thermo Fisher Scientific Inc.
CSWC / Capital Southwest Corporation
HAL / Halliburton Company
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
SCHW / The Charles Schwab Corporation
SBUX / Starbucks Corporation
DVN / Devon Energy Corporation
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
PEP / PepsiCo, Inc.
NDSN / Nordson Corporation
MAR / Marriott International, Inc.
CB / Chubb Limited
ORLY / O'Reilly Automotive, Inc.
BSX / Boston Scientific Corporation
JCI / Johnson Controls International plc
AEP / American Electric Power Company, Inc.
EMR / Emerson Electric Co.
LNG / Cheniere Energy, Inc.
USB / U.S. Bancorp
APD / Air Products and Chemicals, Inc.
MMM / 3M Company
CMI / Cummins Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
VLO / Valero Energy Corporation
PSX / Phillips 66
GWW / W.W. Grainger, Inc.
SYY / Sysco Corporation
PFFD / Global X Funds - Global X U.S. Preferred ETF
PRU / Prudential Financial, Inc.
AEE / Ameren Corporation
CTRA / Coterra Energy Inc.
NSC / Norfolk Southern Corporation
LPLA / LPL Financial Holdings Inc.
ON / ON Semiconductor Corporation
KEY / KeyCorp
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
EVRG / Evergy, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
ROKU / Roku, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
CEF / Sprott Physical Gold and Silver Trust
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
O / Realty Income Corporation
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
INTU / Intuit Inc.
TSLA / Tesla, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
MDB / MongoDB, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
TLRY / Tilray Brands, Inc.
FNY / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fund
AGEN / Agenus Inc.
DKNG / DraftKings Inc.
TSLX / Sixth Street Specialty Lending, Inc.
CALM / Cal-Maine Foods, Inc. Call
FDUS / Fidus Investment Corporation
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
PYPL / PayPal Holdings, Inc.
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
IVV / iShares Trust - iShares Core S&P 500 ETF
PNNT / PennantPark Investment Corporation
CNC / Centene Corporation
EFSC / Enterprise Financial Services Corp
EQX / Equinox Gold Corp.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
CSL / Carlisle Companies Incorporated
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
EVG / Eaton Vance Short Duration Diversified Income Fund
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
TIP / iShares Trust - iShares TIPS Bond ETF
CARR / Carrier Global Corporation
DOW / Dow Inc.
MBB / iShares Trust - iShares MBS ETF
MRNA / Moderna, Inc.
GPRK / GeoPark Limited
DBO / Invesco DB Multi-Sector Commodity Trust - Invesco DB Oil Fund
CHRW / C.H. Robinson Worldwide, Inc.
JMOM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
TGI / Triumph Group, Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
NTR / Nutrien Ltd.
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF
OBDC / Blue Owl Capital Corporation
GNRC / Generac Holdings Inc.
SR / Spire Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
FYT / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Value AlphaDEX Fund
XITK / SPDR Series Trust - State Street SPDR FactSet Innovative Technology ETF
IYW / iShares Trust - iShares U.S. Technology ETF
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ITW / Illinois Tool Works Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
CAH / Cardinal Health, Inc.
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
BUL / Pacer Funds Trust - Pacer US Cash Cows Growth ETF
CI / The Cigna Group
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
WBA / Walgreens Boots Alliance, Inc.
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
FLRT / Pacer Funds Trust - Pacer Aristotle Pacific Floating Rate High Income ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
IWL / iShares Trust - iShares Russell Top 200 ETF
COF / Capital One Financial Corporation
TRV / The Travelers Companies, Inc.
LDSF / First Trust Exchange-Traded Fund VIII - First Trust Low Duration Strategic Focus ETF
QQQ / Invesco QQQ Trust, Series 1
LEG / Leggett & Platt, Incorporated
EOG / EOG Resources, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
MTDR / Matador Resources Company
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
JIG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF
DE / Deere & Company
RLY / SPDR Series Trust - State Street Multi-Asset Real Return ETF
COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
AAN / The Aaron's Company, Inc.
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
CGXU / Capital Group International Focus Equity ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
CBSH / Commerce Bancshares, Inc.
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
KGC / Kinross Gold Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SPY / State Street SPDR S&P 500 ETF Trust
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
PALC / Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
HL / Hecla Mining Company
NML / Neuberger Berman Income Funds - Neuberger Energy Infrastructure and Income Fund Inc.
EW / Edwards Lifesciences Corporation
C.WSA / Citigroup, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
GPC / Genuine Parts Company
INDA / iShares Trust - iShares MSCI India ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
ABM / ABM Industries Incorporated
DOV / Dover Corporation
UNH / UnitedHealth Group Incorporated
ME / 23andMe Holding Co.
OSK / Oshkosh Corporation
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
CGUS / Capital Group Core Equity ETF
XOM / Exxon Mobil Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
SWAV / Shockwave Medical, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
GM / General Motors Company
AWR / American States Water Company
ETN / Eaton Corporation plc
KO / The Coca-Cola Company
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
JNJ / Johnson & Johnson
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
DHI / D.R. Horton, Inc.
GD / General Dynamics Corporation
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
BAC / Bank of America Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
FLQL / Franklin Templeton ETF Trust - Franklin U.S. Large Cap Multifactor Index ETF