Market Value1,477,488,208
Total Holdings606
File Date2025-04-18
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
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(USD x1000)
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PYPL / PayPal Holdings, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
COP / ConocoPhillips
LUMN / Lumen Technologies, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
AVGO / Broadcom Inc.
CVX / Chevron Corporation
CSX / CSX Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
F / Ford Motor Company
TRIN / Trinity Capital Inc.
GOOG / Alphabet Inc.
SPG / Simon Property Group, Inc.
GLD / SPDR Gold Shares
V / Visa Inc.
MSFT / Microsoft Corporation
GOOGL / Alphabet Inc.
MU / Micron Technology, Inc.
QCOM / QUALCOMM Incorporated
IOT / Samsara Inc.
KR / The Kroger Co.
NDSN / Nordson Corporation
MDLZ / Mondelez International, Inc.
GE / General Electric Company
MCD / McDonald's Corporation
ABBV / AbbVie Inc.
AMD / Advanced Micro Devices, Inc.
ISRG / Intuitive Surgical, Inc.
IBM / International Business Machines Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
LNT / Alliant Energy Corporation
CI / The Cigna Group
PANW / Palo Alto Networks, Inc.
ABT / Abbott Laboratories
COR / Cencora, Inc.
GIS / General Mills, Inc.
BX / Blackstone Inc.
TSCO / Tractor Supply Company
CEG / Constellation Energy Corporation
MS / Morgan Stanley
AMZN / Amazon.com, Inc.
META / Meta Platforms, Inc.
MAIN / Main Street Capital Corporation
MRK / Merck & Co., Inc.
CAT / Caterpillar Inc.
ALL / The Allstate Corporation
BA / The Boeing Company
TROW / T. Rowe Price Group, Inc.
BMY / Bristol-Myers Squibb Company
LMT / Lockheed Martin Corporation
SDST.W / Stardust Power Inc. - Equity Warrant
ORCL / Oracle Corporation
GLW / Corning Incorporated
MRVL / Marvell Technology, Inc.
SLV / iShares Silver Trust
IWM / iShares Trust - iShares Russell 2000 ETF
BLK / BlackRock, Inc.
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
LIN / Linde plc
DG / Dollar General Corporation
D / Dominion Energy, Inc.
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
JPM / JPMorgan Chase & Co.
GD / General Dynamics Corporation
T / AT&T Inc.
TJX / The TJX Companies, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
DIS / The Walt Disney Company
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
ABM / ABM Industries Incorporated
FANG / Diamondback Energy, Inc.
UNP / Union Pacific Corporation
NEE / NextEra Energy, Inc.
ADI / Analog Devices, Inc.
WMB / The Williams Companies, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
CASY / Casey's General Stores, Inc.
PH / Parker-Hannifin Corporation
ACN / Accenture plc
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
AHR / American Healthcare REIT, Inc.
WFC / Wells Fargo & Company
YUM / Yum! Brands, Inc.
CRWD / CrowdStrike Holdings, Inc.
TMUS / T-Mobile US, Inc.
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
DOV / Dover Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
GPRK / GeoPark Limited
MBB / iShares Trust - iShares MBS ETF
AMGN / Amgen Inc.
ADBE / Adobe Inc.
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF
GAIN / Gladstone Investment Corporation
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
CBRE / CBRE Group, Inc.
BAC / Bank of America Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
GEN / Gen Digital Inc.
FESM / Fidelity Covington Trust - Fidelity Enhanced Small Cap Core ETF
TMO / Thermo Fisher Scientific Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
OXY / Occidental Petroleum Corporation
CSWC / Capital Southwest Corporation
HAL / Halliburton Company
CARR / Carrier Global Corporation
GRID / First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
BUL / Pacer Funds Trust - Pacer US Cash Cows Growth ETF
DBO / Invesco DB Multi-Sector Commodity Trust - Invesco DB Oil Fund
DHI / D.R. Horton, Inc.
FYT / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Value AlphaDEX Fund
SCHW / The Charles Schwab Corporation
SBUX / Starbucks Corporation
DVN / Devon Energy Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
PEP / PepsiCo, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
MAR / Marriott International, Inc.
DELL / Dell Technologies Inc.
ORLY / O'Reilly Automotive, Inc.
BSX / Boston Scientific Corporation
NOW / ServiceNow, Inc.
JCI / Johnson Controls International plc
AEP / American Electric Power Company, Inc.
CBSH / Commerce Bancshares, Inc.
LNG / Cheniere Energy, Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
SPFF / Global X Funds - Global X SuperIncome Preferred ETF
USB / U.S. Bancorp
APD / Air Products and Chemicals, Inc.
MMM / 3M Company
CMI / Cummins Inc.
TREE / LendingTree, Inc.
LEN / Lennar Corporation
VLO / Valero Energy Corporation
PSX / Phillips 66
GWW / W.W. Grainger, Inc.
SYY / Sysco Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
PRU / Prudential Financial, Inc.
AEE / Ameren Corporation
CTRA / Coterra Energy Inc.
NSC / Norfolk Southern Corporation
KEY / KeyCorp
LPLA / LPL Financial Holdings Inc.
ON / ON Semiconductor Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
EVRG / Evergy, Inc.
ROKU / Roku, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
Z / Zillow Group, Inc.
O / Realty Income Corporation
FE / FirstEnergy Corp.
OEF / iShares Trust - iShares S&P 100 ETF
TMDX / TransMedics Group, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
TRV / The Travelers Companies, Inc.
JIG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
CSL / Carlisle Companies Incorporated
FLR / Fluor Corporation
SENS / Senseonics Holdings, Inc.
LDSF / First Trust Exchange-Traded Fund VIII - First Trust Low Duration Strategic Focus ETF
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
SLB / SLB N.V.
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
DLR / Digital Realty Trust, Inc.
TS / Tenaris S.A. - Depositary Receipt (Common Stock)
TTC / The Toro Company
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR 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
SPY / State Street SPDR S&P 500 ETF Trust
VUG / Vanguard Index Funds - Vanguard Growth ETF
ADM / Archer-Daniels-Midland Company
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
NFLX / Netflix, Inc.
MGNI / Magnite, Inc.
INTC / Intel Corporation
PLTR / Palantir Technologies Inc.
SMCI / Super Micro Computer, Inc.
HD / The Home Depot, Inc.
RTX / RTX Corporation
VZ / Verizon Communications Inc.
PLUG / Plug Power Inc.
NKE / NIKE, Inc.
WMT / Walmart Inc.
LEG / Leggett & Platt, Incorporated
MPC / Marathon Petroleum Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
LECO / Lincoln Electric Holdings, Inc.
ED / Consolidated Edison, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
PFG / Principal Financial Group, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
HLN / Haleon plc - Depositary Receipt (Common Stock)
PNR / Pentair plc
MKC / McCormick & Company, Incorporated
JOE / The St. Joe Company
DOW / Dow Inc.
XYL / Xylem Inc.
GME / GameStop Corp.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
EFX / Equifax Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
HON / Honeywell International Inc.
KLAC / KLA Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
UITB / Victory Portfolios II - VictoryShares Core Intermediate Bond ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
CGDV / Capital Group Dividend Value ETF
IBIT / iShares Bitcoin Trust ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
GPIX / Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Premium Income ETF
CAH / Cardinal Health, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DMAC / DiaMedica Therapeutics Inc.
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
OBDC / Blue Owl Capital Corporation
FLRT / Pacer Funds Trust - Pacer Aristotle Pacific Floating Rate High Income ETF
SHW / The Sherwin-Williams Company
NURE / NuShares ETF Trust - Nuveen Short-Term REIT ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
IWL / iShares Trust - iShares Russell Top 200 ETF
WPC / W. P. Carey Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
LNC / Lincoln National Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
QQQ / Invesco QQQ Trust, Series 1
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
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
MFC / Manulife Financial Corporation
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
LYV / Live Nation Entertainment, Inc.
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
MO / Altria Group, Inc.
URI / United Rentals, Inc.
DUK / Duke Energy Corporation
BRK.A / Berkshire Hathaway Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
DVY / iShares Trust - iShares Select Dividend ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value 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
FSCO / FS Credit Opportunities Corp.
PAYX / Paychex, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
QEFA / SPDR Index Shares Funds - State Street SPDR MSCI EAFE StrategicFactors ETF
TSN / Tyson Foods, Inc.
NOC / Northrop Grumman Corporation
AXP / American Express Company
REGN / Regeneron Pharmaceuticals, Inc.
AMAT / Applied Materials, Inc.
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
EOG / EOG Resources, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
FSK / FS KKR Capital Corp.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
NIE / Virtus Equity & Convertible Income Fund
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
FNY / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fund
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
CB / Chubb Limited
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
UAL / United Airlines Holdings, Inc.
OCSL / Oaktree Specialty Lending Corporation
CRVO / CervoMed Inc.
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
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
YOU / Clear Secure, Inc.
LOW / Lowe's Companies, Inc.
SYFI / AB Active ETFs, Inc. - AB Short Duration High Yield ETF
PGR / The Progressive Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
OIA / Invesco Municipal Income Opportunities Trust
RLY / SPDR Series Trust - State Street Multi-Asset Real Return ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
QQEW / First Trust Exchange-Traded Fund -First Trust Nasdaq-100 Select Equal Weight ETF
GRPM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 GARP ETF
ET / Energy Transfer LP - Limited Partnership
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
RCL / Royal Caribbean Cruises Ltd.
COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
SO / The Southern Company
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
KMI / Kinder Morgan, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
CMCSA / Comcast Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EVTR / Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF
LGLV / SPDR Series Trust - State Street SPDR US Large Cap Low Volatility Index ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
KMB / Kimberly-Clark Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
AMT / American Tower Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF
PTY / PIMCO Corporate & Income Opportunity Fund
OHI / Omega Healthcare Investors, Inc.
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
PDI / PIMCO Dynamic Income Fund
XMVM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Value with Momentum ETF
GEV / GE Vernova Inc.
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
BXSL / Blackstone Secured Lending Fund
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
CRM / Salesforce, Inc.
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
CGXU / Capital Group International Focus Equity ETF
FLQL / Franklin Templeton ETF Trust - Franklin U.S. Large Cap Multifactor Index 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
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
ULTA / Ulta Beauty, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
CL / Colgate-Palmolive Company
XAR / SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
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
ITW / Illinois Tool Works Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
FDX / FedEx Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
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
AXON / Axon Enterprise, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
XYZ / Block, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CGGR / Capital Group Growth ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
CHWY / Chewy, Inc.
MA / Mastercard Incorporated
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
IRM / Iron Mountain Incorporated
MDT / Medtronic plc
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
UPS / United Parcel Service, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
AUR / Aurora Innovation, Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
ADP / Automatic Data Processing, Inc.
SHOP / Shopify Inc.
CWS / AdvisorShares Trust - AdvisorShares Focused Equity ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ARCC / Ares Capital Corporation
BEN / Franklin Resources, Inc.
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
ENB / Enbridge Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ONEY / SPDR Series Trust - State Street SPDR Russell 1000 Yield Focus ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
EQIX / Equinix, Inc.
AWR / American States Water Company
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
APH / Amphenol Corporation
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
CSCO / Cisco Systems, Inc.
PFE / Pfizer Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BBAI / BigBear.ai Holdings, Inc.
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
WRB / W. R. Berkley Corporation
NML / Neuberger Berman Income Funds - Neuberger Energy Infrastructure and Income Fund Inc.
INCE / Franklin Templeton ETF Trust - Franklin Income Equity Focus ETF
XOP / SPDR Series Trust - State Street SPDR S&P Oil & Gas Exploration & Production ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
GBDC / Golub Capital BDC, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
AOS / A. O. Smith Corporation
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
BKH / Black Hills Corporation
AFL / Aflac Incorporated
BRK.B / Berkshire Hathaway Inc.
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
FTQI / First Trust Exchange-Traded Fund VI - First Trust Nasdaq BuyWrite Income ETF
NUE / Nucor Corporation
BIDD / BlackRock ETF Trust - iShares International Dividend Active ETF
PSCC / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF
UBER / Uber Technologies, Inc.
PALC / Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
USMC / Principal Exchange-Traded Funds - Principal U.S. Mega-Cap ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
HTGC / Hercules Capital, Inc.
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
GS / The Goldman Sachs Group, Inc.
INDA / iShares Trust - iShares MSCI India ETF
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
FIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
NVDA / NVIDIA Corporation
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
NFTY / First Trust Exchange-Traded AlphaDEX Fund II - First Trust India NIFTY 50 Equal Weight ETF
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IAU / iShares Gold Trust
FCX / Freeport-McMoRan Inc.
ATO / Atmos Energy Corporation
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
PDX / PIMCO Dynamic Income Strategy Fund
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
NBXG / Neuberger Berman Income Funds - Neuberger Next Generation Connectivity Fund Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
NNE / NANO Nuclear Energy Inc.
CGUS / Capital Group Core Equity ETF
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
AAPL / Apple Inc.
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
SPGM / SPDR Index Shares Funds - State Street SPDR Portfolio MSCI Global Stock Market ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
IWN / iShares Trust - iShares Russell 2000 Value ETF
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
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
FIW / First Trust Exchange-Traded Fund - First Trust Water 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
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
IWO / iShares Trust - iShares Russell 2000 Growth ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CVS / CVS Health Corporation
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
XOM / Exxon Mobil Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
QS / QuantumScape Corporation
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
SPOT / Spotify Technology S.A.
TSLA / Tesla, Inc.
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
CNC / Centene Corporation
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
IVV / iShares Trust - iShares Core S&P 500 ETF
EVG / Eaton Vance Short Duration Diversified Income Fund
EFSC / Enterprise Financial Services Corp
MTDR / Matador Resources Company
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
KKR / KKR & Co. Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
TT / Trane Technologies plc
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
COF / Capital One Financial Corporation
PNNT / PennantPark Investment Corporation
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
GNRC / Generac Holdings Inc.
MRSH / Marsh & McLennan Companies, Inc.
CMG / Chipotle Mexican Grill, Inc.
J / Jacobs Solutions Inc.
DKNG / DraftKings Inc.
JMOM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
PFLD / ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF
TGI / Triumph Group, Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
AWK / American Water Works Company, Inc.
TGT / Target Corporation
CLF / Cleveland-Cliffs Inc.
PHK / PIMCO High Income Fund
VALE / Vale S.A. - Depositary Receipt (Common Stock)
AJG / Arthur J. Gallagher & Co.
ADV / Advantage Solutions Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
PG / The Procter & Gamble Company
CEF / Sprott Physical Gold and Silver Trust
HIPS / GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF
BNS / The Bank of Nova Scotia
DE / Deere & Company
OZK / Bank OZK
UNH / UnitedHealth Group Incorporated
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
OLPX / Olaplex Holdings, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
FDUS / Fidus Investment Corporation
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
EMR / Emerson Electric Co.
PFLT / PennantPark Floating Rate Capital Ltd.
ANET / Arista Networks, Inc.
SRE / Sempra
TSLX / Sixth Street Specialty Lending, Inc.
OKE / ONEOK, Inc.
PNC / The PNC Financial Services Group, Inc.
KHC / The Kraft Heinz Company
COST / Costco Wholesale Corporation
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
GILD / Gilead Sciences, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
WM / Waste Management, Inc.
ETN / Eaton Corporation plc
LLY / Eli Lilly and Company
WBD / Warner Bros. Discovery, Inc.
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
CLS / Celestica Inc.
C / Citigroup Inc.
ATMU / Atmus Filtration Technologies Inc.
MET / MetLife, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
SR / Spire Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
JNJ / Johnson & Johnson
TTD / The Trade Desk, Inc.
CRWV / CoreWeave, Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
FITB / Fifth Third Bancorp
XITK / SPDR Series Trust - State Street SPDR FactSet Innovative Technology ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth 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
TXN / Texas Instruments Incorporated
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
GM / General Motors Company
KO / The Coca-Cola Company
FMDE / Fidelity Covington Trust - Fidelity Enhanced Mid Cap Core ETF
PM / Philip Morris International Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
RECS / Columbia ETF Trust I - Columbia Research Enhanced Core ETF
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF