Market Value134,699,011
Total Holdings741
File Date2024-05-13
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)
ZTS / Zoetis Inc.
EMR / Emerson Electric Co.
CET / Central Securities Corporation
CF / CF Industries Holdings, Inc.
AIG / American International Group, Inc.
HAL / Halliburton Company
VLO / Valero Energy Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MO / Altria Group, Inc.
DFS / Discover Financial Services
XOP / SPDR Series Trust - State Street SPDR S&P Oil & Gas Exploration & Production ETF
PARA / Paramount Global
FISV / Fiserv, Inc.
ALNT / Allient Inc.
PAYC / Paycom Software, Inc.
XRAY / DENTSPLY SIRONA Inc.
FFIV / F5, Inc.
EG / Everest Group, Ltd.
FDS / FactSet Research Systems Inc.
PH / Parker-Hannifin Corporation
NEE / NextEra Energy, Inc.
LYV / Live Nation Entertainment, Inc.
MSI / Motorola Solutions, Inc.
MKTX / MarketAxess Holdings Inc.
K / Kellanova
O / Realty Income Corporation
AZO / AutoZone, Inc.
MSFT / Microsoft Corporation
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
ISRG / Intuitive Surgical, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
HUM / Humana Inc.
FNKO / Funko, Inc.
AER / AerCap Holdings N.V.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
MAIN / Main Street Capital Corporation
TRV / The Travelers Companies, Inc.
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
IPG / The Interpublic Group of Companies, Inc.
RBLX / Roblox Corporation
IPO / Renaissance Capital Greenwich Funds - Renaissance IPO ETF
SCS / Steelcase Inc.
LYB / LyondellBasell Industries N.V.
DGX / Quest Diagnostics Incorporated
MTD / Mettler-Toledo International Inc.
NWL / Newell Brands Inc.
AIZ / Assurant, Inc.
XSD / SPDR Series Trust - State Street SPDR S&P Semiconductor ETF
WST / West Pharmaceutical Services, Inc.
HON / Honeywell International Inc.
EW / Edwards Lifesciences Corporation
DBC / Invesco DB Commodity Index Tracking Fund
PRFD / PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
COO / The Cooper Companies, Inc.
FDNI / First Trust Exchange-Traded Fund II - First Trust Dow Jones International Internet ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN
LIND / Lindblad Expeditions Holdings, Inc.
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
KEMQ / KraneShares Trust - KraneShares Emerging Markets Consumer Technology Index ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
WPP / WPP plc - Depositary Receipt (Common Stock)
DISH / DISH Network Corporation
CDNS / Cadence Design Systems, Inc.
ROL / Rollins, Inc.
CSGP / CoStar Group, Inc.
KEY / KeyCorp
DD / DuPont de Nemours, Inc.
ORLY / O'Reilly Automotive, Inc.
MAS / Masco Corporation
A / Agilent Technologies, Inc.
BIO / Bio-Rad Laboratories, Inc.
GD / General Dynamics Corporation
ABBV / AbbVie Inc.
EMN / Eastman Chemical Company
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
LNT / Alliant Energy Corporation
VRTX / Vertex Pharmaceuticals Incorporated
LMT / Lockheed Martin Corporation
GE / General Electric Company
PEP / PepsiCo, Inc.
FANG / Diamondback Energy, Inc.
DUK / Duke Energy Corporation
GM / General Motors Company
NVDA / NVIDIA Corporation
NVDA / NVIDIA Corporation Put
SNY / Sanofi - Depositary Receipt (Common Stock)
SYK / Stryker Corporation
GPC / Genuine Parts Company
DIS / The Walt Disney Company
AEE / Ameren Corporation
CME / CME Group Inc.
AMGN / Amgen Inc.
RSG / Republic Services, Inc.
ULTA / Ulta Beauty, Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
APTV / Aptiv PLC
AAL / American Airlines Group Inc.
FLT / Corpay, Inc.
PM / Philip Morris International Inc.
PXD / Pioneer Natural Resources Company
ADI / Analog Devices, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CEIN / Camber Energy, Inc.
ADP / Automatic Data Processing, Inc.
TUPBQ / Tupperware Brands Corporation
BBWI / Bath & Body Works, Inc.
BK / The Bank of New York Mellon Corporation
LH / Labcorp Holdings Inc.
LRCX / Lam Research Corporation
EWQ / iShares, Inc. - iShares MSCI France ETF
GOOGL / Alphabet Inc.
TQQQ / ProShares Trust - ProShares UltraPro QQQ
ESS / Essex Property Trust, Inc.
AME / AMETEK, Inc.
CSX / CSX Corporation
ALB / Albemarle Corporation
QRVO / Qorvo, Inc.
LOW / Lowe's Companies, Inc.
AAP / Advance Auto Parts, Inc.
NEM / Newmont Corporation
IVT / InvenTrust Properties Corp.
TMUS / T-Mobile US, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
DOW / Dow Inc.
PPL / PPL Corporation
AMD / Advanced Micro Devices, Inc.
KR / The Kroger Co.
FAST / Fastenal Company
MA / Mastercard Incorporated
MA / Mastercard Incorporated Put
ACN / Accenture plc
GPN / Global Payments Inc.
PLTR / Palantir Technologies Inc.
AVGO / Broadcom Inc.
CB / Chubb Limited
FCX / Freeport-McMoRan Inc.
EOG / EOG Resources, Inc.
MPWR / Monolithic Power Systems, Inc.
EVRG / Evergy, Inc.
UNP / Union Pacific Corporation
CTSH / Cognizant Technology Solutions Corporation
OXY / Occidental Petroleum Corporation
NKE / NIKE, Inc.
PEG / Public Service Enterprise Group Incorporated
AJG / Arthur J. Gallagher & Co.
TSLA / Tesla, Inc. Put
VZ / Verizon Communications Inc.
ARCT / Arcturus Therapeutics Holdings Inc.
TSN / Tyson Foods, Inc.
KO / The Coca-Cola Company
GEHC / GE HealthCare Technologies Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
MU / Micron Technology, Inc.
MRK / Merck & Co., Inc.
UNH / UnitedHealth Group Incorporated
SHW / The Sherwin-Williams Company
PCG / PG&E Corporation
MELI / MercadoLibre, Inc.
AEP / American Electric Power Company, Inc.
BAX / Baxter International Inc.
TTD / The Trade Desk, Inc.
IT / Gartner, Inc.
APA / APA Corporation
BEN / Franklin Resources, Inc.
CARR / Carrier Global Corporation
HWM / Howmet Aerospace Inc.
SPOT / Spotify Technology S.A.
EQT / EQT Corporation
DVA / DaVita Inc.
BMY / Bristol-Myers Squibb Company
SPY / State Street SPDR S&P 500 ETF Trust
CALM / Cal-Maine Foods, Inc.
SBUX / Starbucks Corporation
BKNG / Booking Holdings Inc.
ALL / The Allstate Corporation
FSLR / First Solar, Inc.
APH / Amphenol Corporation
DOV / Dover Corporation
ALGN / Align Technology, Inc.
DRI / Darden Restaurants, Inc.
USB / U.S. Bancorp
Z / Zillow Group, Inc.
TGT / Target Corporation
TT / Trane Technologies plc
CSCO / Cisco Systems, Inc.
PPG / PPG Industries, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
CNC / Centene Corporation
HPQ / HP Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
RL / Ralph Lauren Corporation
WSM / Williams-Sonoma, Inc.
MDT / Medtronic plc
BA / The Boeing Company
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
XOM / Exxon Mobil Corporation
SJM / The J. M. Smucker Company
LDOS / Leidos Holdings, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
VOYA / Voya Financial, Inc.
NSC / Norfolk Southern Corporation
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
IRM / Iron Mountain Incorporated
QCOM / QUALCOMM Incorporated
MAA / Mid-America Apartment Communities, Inc.
EL / The Estée Lauder Companies Inc.
D / Dominion Energy, Inc.
TJX / The TJX Companies, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
WEC / WEC Energy Group, Inc.
WAT / Waters Corporation
AMAT / Applied Materials, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VICI / VICI Properties Inc.
AKAM / Akamai Technologies, Inc.
BWA / BorgWarner Inc.
CBRE / CBRE Group, Inc.
UDR / UDR, Inc.
ELV / Elevance Health, Inc.
MTB / M&T Bank Corporation
COF / Capital One Financial Corporation
COST / Costco Wholesale Corporation
ATO / Atmos Energy Corporation
OGN / Organon & Co.
WAB / Westinghouse Air Brake Technologies Corporation
TRMB / Trimble Inc.
ORCL / Oracle Corporation
CPRT / Copart, Inc.
TTWO / Take-Two Interactive Software, Inc.
NI / NiSource Inc.
WBA / Walgreens Boots Alliance, Inc.
DHR / Danaher Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
AES / The AES Corporation
VAC / Marriott Vacations Worldwide Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
POOL / Pool Corporation
TRGP / Targa Resources Corp.
HD / The Home Depot, Inc.
XEL / Xcel Energy Inc.
EPAM / EPAM Systems, Inc.
UPS / United Parcel Service, Inc.
IEV / iShares Trust - iShares Europe ETF
LVS / Las Vegas Sands Corp.
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
ROST / Ross Stores, Inc.
DTE / DTE Energy Company
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
JNJ / Johnson & Johnson
MNST / Monster Beverage Corporation
DVN / Devon Energy Corporation
IXN / iShares Trust - iShares Global Tech ETF
MS / Morgan Stanley
SRE / Sempra
FTV / Fortive Corporation
CTVA / Corteva, Inc.
AMZN / Amazon.com, Inc.
AMZN / Amazon.com, Inc. Put
CMS / CMS Energy Corporation
ABT / Abbott Laboratories
ALLE / Allegion plc
DOC / Healthpeak Properties, Inc.
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
AMP / Ameriprise Financial, Inc.
ILMN / Illumina, Inc.
CRSP / CRISPR Therapeutics AG
HAS / Hasbro, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
KEYS / Keysight Technologies, Inc.
MHK / Mohawk Industries, Inc.
SWK / Stanley Black & Decker, Inc.
GWW / W.W. Grainger, Inc.
CCI / Crown Castle Inc.
PGR / The Progressive Corporation
JCI / Johnson Controls International plc
TPR / Tapestry, Inc.
NTRS / Northern Trust Corporation
AON / Aon plc
LIN / Linde plc
EA / Electronic Arts Inc.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
CLX / The Clorox Company
IWN / iShares Trust - iShares Russell 2000 Value ETF
COP / ConocoPhillips
MRSH / Marsh & McLennan Companies, Inc.
ED / Consolidated Edison, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
HST / Host Hotels & Resorts, Inc.
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
INTU / Intuit Inc.
AAPL / Apple Inc.
TD / The Toronto-Dominion Bank
SANA / Sana Biotechnology, Inc.
NXPI / NXP Semiconductors N.V.
SWN / Southwestern Energy Company
ENPH / Enphase Energy, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
PNR / Pentair plc
L / Loews Corporation
OMC / Omnicom Group Inc.
HIG / The Hartford Insurance Group, Inc.
UHS / Universal Health Services, Inc.
CVS / CVS Health Corporation
TYL / Tyler Technologies, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CHTR / Charter Communications, Inc.
WM / Waste Management, Inc.
GNRC / Generac Holdings Inc.
TER / Teradyne, Inc.
GL / Globe Life Inc.
SO / The Southern Company
BDX / Becton, Dickinson and Company
REGN / Regeneron Pharmaceuticals, Inc.
URA / Global X Funds - Global X Uranium ETF
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
CCL / Carnival Corporation Ltd.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
NRG / NRG Energy, Inc.
CAT / Caterpillar Inc.
SEE / Sealed Air Corporation
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
NFLX / Netflix, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
AWK / American Water Works Company, Inc.
DPZ / Domino's Pizza, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
CRM / Salesforce, Inc.
NTAP / NetApp, Inc.
TROW / T. Rowe Price Group, Inc.
LEN / Lennar Corporation
SHOP / Shopify Inc.
CMCSA / Comcast Corporation
ICE / Intercontinental Exchange, Inc.
DLR / Digital Realty Trust, Inc.
CVX / Chevron Corporation
MCHP / Microchip Technology Incorporated
EXR / Extra Space Storage Inc.
ADM / Archer-Daniels-Midland Company
TSCO / Tractor Supply Company
HCA / HCA Healthcare, Inc.
GILD / Gilead Sciences, Inc.
MCK / McKesson Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CMI / Cummins Inc.
GLW / Corning Incorporated
VFC / V.F. Corporation
ON / ON Semiconductor Corporation
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
PATH / UiPath, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
SWKS / Skyworks Solutions, Inc.
CHD / Church & Dwight Co., Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
ZBRA / Zebra Technologies Corporation
DHI / D.R. Horton, Inc.
GRMN / Garmin Ltd.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
EXPE / Expedia Group, Inc.
V / Visa Inc.
STZ / Constellation Brands, Inc.
AMT / American Tower Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
CPT / Camden Property Trust
FRT / Federal Realty Investment Trust
JNPR / Juniper Networks, Inc.
FIS / Fidelity National Information Services, Inc.
IBM / International Business Machines Corporation
GOOG / Alphabet Inc.
FEUZ / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Eurozone AlphaDEX ETF
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
WFC / Wells Fargo & Company
FEP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Europe AlphaDEX Fund
SCHW / The Charles Schwab Corporation
CAH / Cardinal Health, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
T / AT&T Inc.
KDP / Keurig Dr Pepper Inc.
CMG / Chipotle Mexican Grill, Inc.
ROK / Rockwell Automation, Inc.
PODD / Insulet Corporation
EXC / Exelon Corporation
GEN / Gen Digital Inc.
NDSN / Nordson Corporation
WMB / The Williams Companies, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
PHIN / PHINIA Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
XAR / SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF
WTW / Willis Towers Watson Public Limited Company
PSX / Phillips 66
IOO / iShares Trust - iShares Global 100 ETF
HLT / Hilton Worldwide Holdings Inc.
SLV / iShares Silver Trust
PRU / Prudential Financial, Inc.
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
HYXU / iShares, Inc. - iShares Euro High Yield Corporate Bond USD Hedged ETF
REMX / VanEck ETF Trust - VanEck Rare Earth/Strategic Metals ETF
CWEB / Direxion Shares ETF Trust - Direxion Daily CSI China Internet Index Bull 2X ETF
HSIC / Henry Schein, Inc.
EBND / SPDR Series Trust - State Street SPDR Bloomberg Emerging Markets Local Bond ETF
FEM / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets AlphaDEX Fund
FGBI / First Guaranty Bancshares, Inc.
ANSS / ANSYS, Inc.
QABA / First Trust Exchange-Traded Fund - First Trust NASDAQ ABA Community Bank Index Fund
SNOW / Snowflake Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
STLD / Steel Dynamics, Inc.
COR / Cencora, Inc.
BALL / Ball Corporation
FTRE / Fortrea Holdings Inc.
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
JPM / JPMorgan Chase & Co.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
INTC / Intel Corporation
EBAY / eBay Inc.
OKE / ONEOK, Inc.
PYPL / PayPal Holdings, Inc.
IEUS / iShares Trust - iShares MSCI Europe Small-Cap ETF
MPC / Marathon Petroleum Corporation
WYNN / Wynn Resorts, Limited
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
COO / The Cooper Companies, Inc.
EXAS / Exact Sciences Corporation
TXT / Textron Inc.
FKU / First Trust Exchange-Traded AlphaDEX Fund II - First Trust United Kingdom AlphaDEX Fund
PFG / Principal Financial Group, Inc.
VRSN / VeriSign, Inc.
RCL / Royal Caribbean Cruises Ltd.
LKQ / LKQ Corporation
JBSS / John B. Sanfilippo & Son, Inc.
IR / Ingersoll Rand Inc.
KHC / The Kraft Heinz Company
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
GRID / First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index
BSX / Boston Scientific Corporation
FITB / Fifth Third Bancorp
CBOE / Cboe Global Markets, Inc.
FCAL / First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
HRL / Hormel Foods Corporation
BUG / Global X Funds - Global X Cybersecurity ETF
LW / Lamb Weston Holdings, Inc.
MGM / MGM Resorts International
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
WDC / Western Digital Corporation
ETN / Eaton Corporation plc
ARTY / iShares Trust - iShares Future AI & Tech ETF
KIM / Kimco Realty Corporation
IGM / iShares Trust - iShares Expanded Tech Sector ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
EFX / Equifax Inc.
IQV / IQVIA Holdings Inc.
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
CAG / Conagra Brands, Inc.
NOW / ServiceNow, Inc.
BXP / Boston Properties, Inc.
CE / Celanese Corporation
ORA / Ormat Technologies, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
NCLH / Norwegian Cruise Line Holdings Ltd.
MLM / Martin Marietta Materials, Inc.
FTNT / Fortinet, Inc.
LNC / Lincoln National Corporation
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
SLB / SLB N.V.
SNPS / Synopsys, Inc.
CTAS / Cintas Corporation
PWR / Quanta Services, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
GIS / General Mills, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
TXN / Texas Instruments Incorporated
JBHT / J.B. Hunt Transport Services, Inc.
PNC / The PNC Financial Services Group, Inc.
CMA / Comerica Incorporated
KMB / Kimberly-Clark Corporation
MOH / Molina Healthcare, Inc.
FMC / FMC Corporation
SPGI / S&P Global Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
ITW / Illinois Tool Works Inc.
ICVT / iShares Trust - iShares Convertible Bond ETF
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
IBIT / iShares Bitcoin Trust ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SYY / Sysco Corporation
EWC / iShares, Inc. - iShares MSCI Canada ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
APD / Air Products and Chemicals, Inc.
GLD / SPDR Gold Shares
MOS / The Mosaic Company
TDG / TransDigm Group Incorporated
ANET / Arista Networks, Inc.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
GS / The Goldman Sachs Group, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
STX / Seagate Technology Holdings plc
ADBE / Adobe Inc.
FICO / Fair Isaac Corporation
J / Jacobs Solutions Inc.
RF / Regions Financial Corporation
ADSK / Autodesk, Inc.
CI / The Cigna Group
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
CTRA / Coterra Energy Inc.
QQQ / Invesco QQQ Trust, Series 1
PAYX / Paychex, Inc.
EQR / Equity Residential
TECH / Bio-Techne Corporation
AXP / American Express Company
PFF / iShares Trust - iShares Preferred and Income Securities ETF
BBY / Best Buy Co., Inc.
CZR / Caesars Entertainment, Inc.
PTC / PTC Inc.
DAL / Delta Air Lines, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
BF.B / Brown-Forman Corporation
FOXA / Fox Corporation
MKC / McCormick & Company, Incorporated
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
UAL / United Airlines Holdings, Inc.
BMI / Badger Meter, Inc.
GATX / GATX Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MRNA / Moderna, Inc.
TSLA / Tesla, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ETR / Entergy Corporation
CPB / The Campbell's Company
SPY / State Street SPDR S&P 500 ETF Trust
WBD / Warner Bros. Discovery, Inc.
DG / Dollar General Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
AVB / AvalonBay Communities, Inc.
ALK / Alaska Air Group, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
CWAN / Clearwater Analytics Holdings, Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
BKR / Baker Hughes Company
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
BRK.B / Berkshire Hathaway Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
VRSK / Verisk Analytics, Inc.
C / Citigroup Inc.
LUV / Southwest Airlines Co.
IGOV / iShares Trust - iShares International Treasury Bond ETF
SPG / Simon Property Group, Inc.
KLAC / KLA Corporation
IYJ / iShares Trust - iShares U.S. Industrials ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
PKG / Packaging Corporation of America
PHM / PulteGroup, Inc.
TDY / Teledyne Technologies Incorporated
MTCH / Match Group, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
QEFA / SPDR Index Shares Funds - State Street SPDR MSCI EAFE StrategicFactors ETF
VMC / Vulcan Materials Company
FATE / Fate Therapeutics, Inc.
HPE / Hewlett Packard Enterprise Company
NWS / News Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
URTH / iShares, Inc. - iShares MSCI World ETF
BRO / Brown & Brown, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
CFG / Citizens Financial Group, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
MSCI / MSCI Inc.
IVZ / Invesco Ltd.
CDW / CDW Corporation
BR / Broadridge Financial Solutions, Inc.
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
LLY / Eli Lilly and Company
HII / Huntington Ingalls Industries, Inc.
ARES / Ares Management Corporation
FDX / FedEx Corporation
RTX / RTX Corporation
INVH / Invitation Homes Inc.
NUE / Nucor Corporation
ECL / Ecolab Inc.
CLOU / Global X Funds - Global X Cloud Computing ETF
JKHY / Jack Henry & Associates, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
CEG / Constellation Energy Corporation
PLD / Prologis, Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
AFL / Aflac Incorporated
ETSY / Etsy, Inc.
RJF / Raymond James Financial, Inc.
WRB / W. R. Berkley Corporation
BGRN / iShares Trust - iShares USD Green Bond ETF
SYF / Synchrony Financial
WY / Weyerhaeuser Company
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
CHRW / C.H. Robinson Worldwide, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
ES / Eversource Energy
IVV / iShares Trust - iShares Core S&P 500 ETF
SBAC / SBA Communications Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
PG / The Procter & Gamble Company
VTR / Ventas, Inc.
EQIX / Equinix, Inc.
BATT / Amplify ETF Trust - Amplify Lithium & Battery Technology ETF
CRL / Charles River Laboratories International, Inc.
ODFL / Old Dominion Freight Line, Inc.
RHI / Robert Half Inc.
WELL / Welltower Inc.
CINF / Cincinnati Financial Corporation
VTRS / Viatris Inc.
NWSA / News Corporation
ARE / Alexandria Real Estate Equities, Inc.
WHR / Whirlpool Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
XLO / Xilio Therapeutics, Inc.
IP / International Paper Company
GBTC / Grayscale Bitcoin Trust (BTC)
AMCR / Amcor plc
BG / Bunge Global SA
ZION / Zions Bancorporation, National Association
ORI / Old Republic International Corporation
UVV / Universal Corporation
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
PCAR / PACCAR Inc
SNA / Snap-on Incorporated
NDAQ / Nasdaq, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
HES / Hess Corporation
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
MCO / Moody's Corporation
NOC / Northrop Grumman Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
IOVA / Iovance Biotherapeutics, Inc.
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
EIX / Edison International
UFOX / ETF Series Solutions - Defiance AI & Connective Tech ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
DLTR / Dollar Tree, Inc.
INCY / Incyte Corporation
RMD / ResMed Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
BITI / ProShares Trust - ProShares Short Bitcoin ETF
HOLX / Hologic, Inc.
MCD / McDonald's Corporation
WMT / Walmart Inc.
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
KMI / Kinder Morgan, Inc.
ALLO / Allogene Therapeutics, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
REG / Regency Centers Corporation
XYL / Xylem Inc.
EXPD / Expeditors International of Washington, Inc.
HSY / The Hershey Company
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CL / Colgate-Palmolive Company
MAR / Marriott International, Inc.
FE / FirstEnergy Corp.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
TAP / Molson Coors Beverage Company
FOX / Fox Corporation
C.WSA / Citigroup, Inc.
PACB / Pacific Biosciences of California, Inc.
SEDG / SolarEdge Technologies, Inc.
STT / State Street Corporation
ACGL / Arch Capital Group Ltd.
ROP / Roper Technologies, Inc.
KMX / CarMax, Inc.
DXCM / DexCom, Inc.
ROKU / Roku, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
KLG / WK Kellogg Co
DXC / DXC Technology Company
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
CP / Canadian Pacific Kansas City Limited
LYV / Live Nation Entertainment, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
U / Unity Software Inc.
DE / Deere & Company
COIN / Coinbase Global, Inc.
TFX / Teleflex Incorporated
CTLT / Catalent, Inc.
TMO / Thermo Fisher Scientific Inc.
URI / United Rentals, Inc.
WRK / WestRock Company
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
HAUZ / DBX ETF Trust - Xtrackers International Real Estate ETF
BEAM / Beam Therapeutics Inc.
SATS / EchoStar Corporation
BAC / Bank of America Corporation
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
FMED / Fidelity Covington Trust - Fidelity Disruptive Medicine ETF
BCS / Barclays PLC - Depositary Receipt (Common Stock)
SRPT / Sarepta Therapeutics, Inc.
PNW / Pinnacle West Capital Corporation
DVY / iShares Trust - iShares Select Dividend ETF
PSA / Public Storage
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IFF / International Flavors & Fragrances Inc.
CNP / CenterPoint Energy, Inc.
MET / MetLife, Inc.
AVY / Avery Dennison Corporation
AOS / A. O. Smith Corporation
BDRY / Amplify Commodity Trust - Breakwave Dry Bulk Shipping ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
DAY / Dayforce, Inc.
MMM / 3M Company
HBAN / Huntington Bancshares Incorporated
IDXX / IDEXX Laboratories, Inc.
TEL / TE Connectivity plc
OTIS / Otis Worldwide Corporation
MDLZ / Mondelez International, Inc.
META / Meta Platforms, Inc.
PRLB / Proto Labs, Inc.
LHX / L3Harris Technologies, Inc.
PFE / Pfizer Inc.
DFE / WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund
STE / STERIS plc
YUM / Yum! Brands, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
TFC / Truist Financial Corporation
IEX / IDEX Corporation
DOCU / DocuSign, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
MRO / Marathon Oil Corporation
RVTY / Revvity, Inc.
F / Ford Motor Company
IAU / iShares Gold Trust
VLTO / Veralto Corporation
BIIB / Biogen Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
OEF / iShares Trust - iShares S&P 100 ETF