Market Value593,378,065
Total Holdings609
File Date2025-01-23
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)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MO / Altria Group, Inc.
WBA / Walgreens Boots Alliance, Inc.
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
VLTO / Veralto Corporation
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
JKHY / Jack Henry & Associates, Inc.
XEL / Xcel Energy Inc.
CHD / Church & Dwight Co., Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
DFAW / Dimensional ETF Trust - Dimensional World Equity ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
DNP / DNP Select Income Fund Inc.
CRON / Cronos Group Inc.
IVZ / Invesco Ltd.
TRV / The Travelers Companies, Inc.
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
STX / Seagate Technology Holdings plc
NDAQ / Nasdaq, Inc.
BRO / Brown & Brown, Inc.
KEY / KeyCorp
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
HPE / Hewlett Packard Enterprise Company
IR / Ingersoll Rand Inc.
KKR / KKR & Co. Inc.
EXC / Exelon Corporation
O / Realty Income Corporation
OC / Owens Corning
MTB / M&T Bank Corporation
SGH / SMART Global Holdings, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
VTRS / Viatris Inc.
BG / Bunge Global SA
GRPM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 GARP ETF
QUIK / QuickLogic Corporation
OBIL / The RBB Fund, Inc. - F/m US Treasury 12 Month Bill ETF
LNC / Lincoln National Corporation
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
UTWO / The RBB Fund, Inc. - F/m US Treasury 2 Year Note ETF
MRK / Merck & Co., Inc.
ROK / Rockwell Automation, Inc.
VRSK / Verisk Analytics, Inc.
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
LIN / Linde plc
MS / Morgan Stanley
NVS / Novartis AG - Depositary Receipt (Common Stock)
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MET / MetLife, Inc.
DTM / DT Midstream, Inc.
PHM / PulteGroup, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
GRID / First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index
CM / Canadian Imperial Bank of Commerce
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
MCK / McKesson Corporation
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
GEHC / GE HealthCare Technologies Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MLPA / Global X Funds - Global X MLP ETF
WPC / W. P. Carey Inc.
ENFFF / Enbridge Inc. - Preferred Security
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
AMAT / Applied Materials, Inc.
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
ADSK / Autodesk, Inc.
CMCSA / Comcast Corporation
GM / General Motors Company
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
SNBR / Sleep Number Corporation
RTX / RTX Corporation
DHR / Danaher Corporation
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
PNC / The PNC Financial Services Group, Inc.
UBER / Uber Technologies, Inc.
EFIV / SPDR Series Trust - State Street SPDR S&P 500 ESG ETF
GPC / Genuine Parts Company
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
LLY / Eli Lilly and Company
EMN / Eastman Chemical Company
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
KEYS / Keysight Technologies, Inc.
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
PEG / Public Service Enterprise Group Incorporated
CSX / CSX Corporation
RIVN / Rivian Automotive, Inc.
GDV / The Gabelli Dividend & Income Trust
XT / iShares Trust - iShares Future Exponential Technologies ETF
TFC / Truist Financial Corporation
HBAN / Huntington Bancshares Incorporated
DOV / Dover Corporation
ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF
REGN / Regeneron Pharmaceuticals, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
ICE / Intercontinental Exchange, Inc.
GEN / Gen Digital Inc.
ORI / Old Republic International Corporation
LBTYK / Liberty Global Ltd.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
AAPL / Apple Inc.
NEE / NextEra Energy, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
PM / Philip Morris International Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
PPG / PPG Industries, Inc.
FTRE / Fortrea Holdings Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
LUV / Southwest Airlines Co.
ZTS / Zoetis Inc.
BIIB / Biogen Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
XSD / SPDR Series Trust - State Street SPDR S&P Semiconductor ETF
GSAT / Globalstar, Inc.
BMY / Bristol-Myers Squibb Company
TAP / Molson Coors Beverage Company
PSK / SPDR Series Trust - State Street SPDR ICE Preferred Securities ETF
TMUS / T-Mobile US, Inc.
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
SPRU / Spruce Power Holding Corporation
AEE / Ameren Corporation
TFSL / TFS Financial Corporation
OGS / ONE Gas, Inc.
CCL / Carnival Corporation Ltd.
IDXX / IDEXX Laboratories, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
QCOM / QUALCOMM Incorporated
IBM / International Business Machines Corporation
QQQ / Invesco QQQ Trust, Series 1
WDIV / SPDR Index Shares Funds - State Street SPDR S&P Global Dividend ETF
CAG / Conagra Brands, Inc.
SHW / The Sherwin-Williams Company
EIX / Edison International
RPM / RPM International Inc.
URI / United Rentals, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
AXP / American Express Company
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
MPWR / Monolithic Power Systems, Inc.
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
DVY / iShares Trust - iShares Select Dividend ETF
INTC / Intel Corporation
ULST / SPDR Series Trust - State Street Ultra Short Term Bond ETF
CRL / Charles River Laboratories International, Inc.
MFC N / Manulife Financial Corporation
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
DIS / The Walt Disney Company
BK / The Bank of New York Mellon Corporation
ALGT / Allegiant Travel Company
CLX / The Clorox Company
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CB / Chubb Limited
SDIV / Global X Funds - Global X SuperDividend ETF
OKE / ONEOK, Inc.
TSCO / Tractor Supply Company
ARAY / Accuray Incorporated
CNP / CenterPoint Energy, Inc.
SJM / The J. M. Smucker Company
SO / The Southern Company
CAT / Caterpillar Inc.
DE / Deere & Company
MSI / Motorola Solutions, Inc.
SWK / Stanley Black & Decker, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DOW / Dow Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
V / Visa Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
OLN / Olin Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
KMB / Kimberly-Clark Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
WFC / Wells Fargo & Company
RCL / Royal Caribbean Cruises Ltd.
META / Meta Platforms, Inc.
WTRG / Essential Utilities, Inc.
AMT / American Tower Corporation
SOLV / Solventum Corporation
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
FUN / Six Flags Entertainment Corporation
INGR / Ingredion Incorporated
CRM / Salesforce, Inc.
UPS / United Parcel Service, Inc.
J / Jacobs Solutions Inc.
MSFT / Microsoft Corporation
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
HASI / HA Sustainable Infrastructure Capital, Inc.
JNJ / Johnson & Johnson
SBUX / Starbucks Corporation
TXN / Texas Instruments Incorporated
AMD / Advanced Micro Devices, Inc.
MA / Mastercard Incorporated
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
LEN / Lennar Corporation
FLO / Flowers Foods, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
YUM / Yum! Brands, Inc.
GILD / Gilead Sciences, Inc.
MNST / Monster Beverage Corporation
ECG / Everus Construction Group, Inc.
KHC / The Kraft Heinz Company
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
SHOP / Shopify Inc.
AMTM / Amentum Holdings, Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
UDR / UDR, Inc.
BAX / Baxter International Inc.
WBD / Warner Bros. Discovery, Inc.
FTV / Fortive Corporation
CSCO / Cisco Systems, Inc.
ADP / Automatic Data Processing, Inc.
TGT / Target Corporation
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
ORCL / Oracle Corporation
OGN / Organon & Co.
DRI / Darden Restaurants, Inc.
ASB / Associated Banc-Corp
FSLR / First Solar, Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
MU / Micron Technology, Inc.
HAL / Halliburton Company
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
WDAY / Workday, Inc.
ETN / Eaton Corporation plc
SHEL / Shell plc - Depositary Receipt (Common Stock)
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
WY / Weyerhaeuser Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
TJX / The TJX Companies, Inc.
NKE / NIKE, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
NXT / Nextpower Inc.
VITL / Vital Farms, Inc.
HSY / The Hershey Company
AMZN / Amazon.com, Inc.
PRU / Prudential Financial, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
DIV / Global X Funds - Global X SuperDividend U.S. ETF
NXPI / NXP Semiconductors N.V.
IOSP / Innospec Inc.
WMT / Walmart Inc.
ARGX / argenx SE - Depositary Receipt (Common Stock)
IWN / iShares Trust - iShares Russell 2000 Value ETF
WMB / The Williams Companies, Inc.
TSLA / Tesla, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
XYL / Xylem Inc.
AVGO / Broadcom Inc.
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
CME / CME Group Inc.
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
SOXX / iShares Trust - iShares Semiconductor ETF
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
GE / General Electric Company
GWW / W.W. Grainger, Inc.
CLSK / CleanSpark, Inc.
SPEU / SPDR Index Shares Funds - State Street SPDR Portfolio Europe ETF
BRKR / Bruker Corporation
AMGN / Amgen Inc.
AZO / AutoZone, Inc.
HRL / Hormel Foods Corporation
GD / General Dynamics Corporation
NBIS / Nebius Group N.V.
FISV / Fiserv, Inc.
NOC / Northrop Grumman Corporation
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
DLTR / Dollar Tree, Inc.
BX / Blackstone Inc.
CI / The Cigna Group
SGU / Star Group, L.P. - Limited Partnership
INMU / BlackRock ETF Trust II - iShares Intermediate Muni Income Active ETF
BSMV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF
ADI / Analog Devices, Inc.
BAC.PRL / Bank of America Corporation - Preferred Stock
TSEM / Tower Semiconductor Ltd.
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
BITO / ProShares Trust - ProShares Bitcoin ETF
ALL / The Allstate Corporation
RY / Royal Bank of Canada
GLW / Corning Incorporated
KO / The Coca-Cola Company
USA / Liberty All-Star Equity Fund
PEP / PepsiCo, Inc.
BA / The Boeing Company
PFG / Principal Financial Group, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
ECL / Ecolab Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
GOOG / Alphabet Inc.
BDX / Becton, Dickinson and Company
IGE / iShares Trust - iShares North American Natural Resources ETF
DWX / SPDR Index Shares Funds - State Street SPDR S&P International Dividend ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
EQT / EQT Corporation
BAC / Bank of America Corporation
KMI / Kinder Morgan, Inc.
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
HPQ / HP Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
EMR / Emerson Electric Co.
GOOGL / Alphabet Inc.
KNF / Knife River Corporation
SLB / SLB N.V.
AFL / Aflac Incorporated
BLK / BlackRock, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
COHR / Coherent Corp.
SRET / Global X Funds - Global X SuperDividend REIT ETF
NUE / Nucor Corporation
AWK / American Water Works Company, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
AMP / Ameriprise Financial, Inc.
ETR / Entergy Corporation
ZTWO / The RBB Fund, Inc. - F/m 2-Year Investment Grade Corporate Bond ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
ITW / Illinois Tool Works Inc.
PLTR / Palantir Technologies Inc.
PSX / Phillips 66
CARR / Carrier Global Corporation
T / AT&T Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
STT / State Street Corporation
SMG / The Scotts Miracle-Gro Company
ELV / Elevance Health, Inc.
CANE / Teucrium Commodity Trust - Teucrium Sugar Fund
PFF / iShares Trust - iShares Preferred and Income Securities ETF
OTTR / Otter Tail Corporation
COST / Costco Wholesale Corporation
CMI / Cummins Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
BHF / Brighthouse Financial, Inc.
MCO / Moody's Corporation
EA / Electronic Arts Inc.
CRH / CRH plc
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
MDT / Medtronic plc
KIE / SPDR Series Trust - State Street SPDR S&P Insurance ETF
ED / Consolidated Edison, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
FDS / FactSet Research Systems Inc.
DUK / Duke Energy Corporation
KR / The Kroger Co.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
WM / Waste Management, Inc.
BNS / The Bank of Nova Scotia
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
ELAN / Elanco Animal Health Incorporated
AAL / American Airlines Group Inc.
AA / Alcoa Corporation
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
NCZ / Virtus Convertible & Income Fund II
TD / The Toronto-Dominion Bank
XOM / Exxon Mobil Corporation
NFLX / Netflix, Inc.
CMG / Chipotle Mexican Grill, Inc.
OHI / Omega Healthcare Investors, Inc.
MPC / Marathon Petroleum Corporation
LMT / Lockheed Martin Corporation
ADM / Archer-Daniels-Midland Company
C / Citigroup Inc.
SRE / Sempra
HD / The Home Depot, Inc.
RACE / Ferrari N.V.
PAYX / Paychex, Inc.
JCI / Johnson Controls International plc
MMM / 3M Company
CCI / Crown Castle Inc.
TT / Trane Technologies plc
GIS / General Mills, Inc.
TY / Tri-Continental Corporation
SNRE / Sunrise Communications AG - Depositary Receipt (Common Stock)
PANW / Palo Alto Networks, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
PPL / PPL Corporation
WEN / The Wendy's Company
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
OEF / iShares Trust - iShares S&P 100 ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
HDV / iShares Trust - iShares Core High Dividend ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
ZTRE / The RBB Fund, Inc. - F/m 3-Year Investment Grade Corporate Bond ETF
PFE / Pfizer Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
CASY / Casey's General Stores, Inc.
MCD / McDonald's Corporation
BSSX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
NVDA / NVIDIA Corporation
NBTB / NBT Bancorp Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
COP / ConocoPhillips
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
VTEI / Vanguard Municipal Bond Funds - Vanguard Intermediate-Term Tax-Exempt Bond ETF
LOW / Lowe's Companies, Inc.
TMO / Thermo Fisher Scientific Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
AON / Aon plc
TOL / Toll Brothers, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
GLD / SPDR Gold Shares
CAR / Avis Budget Group, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
CTRA / Coterra Energy Inc.
LYB / LyondellBasell Industries N.V.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
SPMB / SPDR Series Trust - State Street SPDR Portfolio Mortgage Backed Bond ETF
ACN / Accenture plc
SIRI / Sirius XM Holdings Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
MDU / MDU Resources Group, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
JPM / JPMorgan Chase & Co.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PYPL / PayPal Holdings, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
NEM / Newmont Corporation
LULU / lululemon athletica inc.
ADBE / Adobe Inc.
UNP / Union Pacific Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SVAL / iShares Trust - iShares US Small Cap Value Factor ETF
NCLH / Norwegian Cruise Line Holdings Ltd.
EL / The Estée Lauder Companies Inc.
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
DTE / DTE Energy Company
IDV / iShares Trust - iShares International Select Dividend ETF
BSMW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF
MKC / McCormick & Company, Incorporated
IWD / iShares Trust - iShares Russell 1000 Value ETF
OTIS / Otis Worldwide Corporation
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
SCHW / The Charles Schwab Corporation
EBAY / eBay Inc.
NSC / Norfolk Southern Corporation
MBND / SSGA Active Trust - State Street Nuveen Municipal Bond ETF
BKU / BankUnited, Inc.
FAST / Fastenal Company
MDLZ / Mondelez International, Inc.
DAL / Delta Air Lines, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
HYDR / Global X Funds - Global X Hydrogen ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
APPN / Appian Corporation
SPGI / S&P Global Inc.
RKLB / Rocket Lab Corporation
DFS / Discover Financial Services
ALC N / Alcon Inc.
ABBV / AbbVie Inc.
ABT / Abbott Laboratories
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
FE / FirstEnergy Corp.
SLV / iShares Silver Trust
FFIV / F5, Inc.
MSCI / MSCI Inc.
MRSH / Marsh & McLennan Companies, Inc.
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
UFOX / ETF Series Solutions - Defiance AI & Connective Tech ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
AIG / American International Group, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
INTU / Intuit Inc.
USB / U.S. Bancorp
OZK / Bank OZK
BSX / Boston Scientific Corporation
GPK / Graphic Packaging Holding Company
NVT / nVent Electric plc
NANR / SPDR Index Shares Funds - State Street SPDR S&P North American Natural Resources ETF
FDX / FedEx Corporation
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
XAR / SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF
LHX / L3Harris Technologies, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
GAB / The Gabelli Equity Trust Inc.
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
LH / Labcorp Holdings Inc.
FLEX / Flex Ltd.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
RWR / SPDR Series Trust - State Street SPDR Dow Jones REIT ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
AEP / American Electric Power Company, Inc.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
TTD / The Trade Desk, Inc.
HON / Honeywell International Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
DLR / Digital Realty Trust, Inc.
XOP / SPDR Series Trust - State Street SPDR S&P Oil & Gas Exploration & Production ETF
DD / DuPont de Nemours, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
LW / Lamb Weston Holdings, Inc.
VZ / Verizon Communications Inc.
APD / Air Products and Chemicals, Inc.
BRK.B / Berkshire Hathaway Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SYY / Sysco Corporation
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
CSIQ / Canadian Solar Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
SYK / Stryker Corporation
ZS / Zscaler, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
RSG / Republic Services, Inc.
F / Ford Motor Company
RF / Regions Financial Corporation
ITT / ITT Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
UNH / UnitedHealth Group Incorporated
PH / Parker-Hannifin Corporation
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
ROKU / Roku, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IAU / iShares Gold Trust
PFFD / Global X Funds - Global X U.S. Preferred ETF
CVS / CVS Health Corporation
WEC / WEC Energy Group, Inc.
SMCI / Super Micro Computer, Inc.
GEO / The GEO Group, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ISRG / Intuitive Surgical, Inc.
PG / The Procter & Gamble Company
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
WSO.B / Watsco, Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
MUB / iShares Trust - iShares National Muni Bond ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
NLOP / Net Lease Office Properties
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
PGR / The Progressive Corporation
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
D / Dominion Energy, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
KBWY / Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
FHN / First Horizon Corporation
PJP / Invesco Exchange-Traded Fund Trust - Invesco Pharmaceuticals ETF
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
CL / Colgate-Palmolive Company
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
WEAT / Teucrium Commodity Trust - Teucrium Wheat Fund
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
STCE / Schwab Strategic Trust - Schwab Crypto Thematic ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
KOMP / SPDR Series Trust - State Street SPDR S&P Kensho New Economies Composite ETF
CVX / Chevron Corporation
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
ES / Eversource Energy
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF