Market Value7,159,949,517
Total Holdings654
File Date2024-11-14
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
MSCI / MSCI Inc.
PWR / Quanta Services, Inc.
GM / General Motors Company
LEN / Lennar Corporation
GL / Globe Life Inc.
F / Ford Motor Company
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
SYY / Sysco Corporation
TFC / Truist Financial Corporation
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
PSLV / Sprott Physical Silver Trust
PHYS / Sprott Physical Gold Trust
WST / West Pharmaceutical Services, Inc.
EXPD / Expeditors International of Washington, Inc.
TSVT / 2seventy bio, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
GOLD / Gold.com, Inc.
CAC / Camden National Corporation
NRIX / Nurix Therapeutics, Inc.
ANSS / ANSYS, Inc.
SYBX / Synlogic, Inc.
BRKL / Brookline Bancorp, Inc.
EQT / EQT Corporation
TMO / Thermo Fisher Scientific Inc.
ORLY / O'Reilly Automotive, Inc.
MRVL / Marvell Technology, Inc.
JNJ / Johnson & Johnson
PANW / Palo Alto Networks, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
ENPH / Enphase Energy, Inc.
TRC / Tejon Ranch Co.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
MRK / Merck & Co., Inc.
XOM / Exxon Mobil Corporation
NVR / NVR, Inc.
ACGL / Arch Capital Group Ltd.
CPKC N / Canadian Pacific Kansas City Limited
C / Citigroup Inc.
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
SLV / iShares Silver Trust
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ACN / Accenture plc
CVX / Chevron Corporation
SWK / Stanley Black & Decker, Inc.
DPZ / Domino's Pizza, Inc.
EME / EMCOR Group, Inc.
VMC / Vulcan Materials Company
AMD / Advanced Micro Devices, Inc.
CME / CME Group Inc.
ICE / Intercontinental Exchange, Inc.
FAST / Fastenal Company
ET / Energy Transfer LP - Limited Partnership
CCI / Crown Castle Inc.
KR / The Kroger Co.
ANET / Arista Networks, Inc.
CSX / CSX Corporation
ZTS / Zoetis Inc.
INTU / Intuit Inc.
CEF / Sprott Physical Gold and Silver Trust
GWW / W.W. Grainger, Inc.
CRM / Salesforce, Inc.
FUL / H.B. Fuller Company
CLF / Cleveland-Cliffs Inc.
PHM / PulteGroup, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
BMY / Bristol-Myers Squibb Company
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SAGP / The Advisors' Inner Circle Fund III - Strategas Global Policy Opportunities ETF
LLY / Eli Lilly and Company
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
PG / The Procter & Gamble Company
0QYZ / Franco-Nevada Corporation
DE / Deere & Company
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
WFC / Wells Fargo & Company
CMCSA / Comcast Corporation
A / Agilent Technologies, Inc.
MMM / 3M Company
EWJ / iShares, Inc. - iShares MSCI Japan ETF
DHI / D.R. Horton, Inc.
VRSN / VeriSign, Inc.
PAAA / PGIM ETF Trust - PGIM AAA CLO ETF
GNRC / Generac Holdings Inc.
AJG / Arthur J. Gallagher & Co.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
T / AT&T Inc.
FITB / Fifth Third Bancorp
VIS / Vanguard World Fund - Vanguard Industrials ETF
WPM / Wheaton Precious Metals Corp.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
MANH / Manhattan Associates, Inc.
PLUG / Plug Power Inc.
MPC / Marathon Petroleum Corporation
AMCR / Amcor plc
VYGR / Voyager Therapeutics, Inc.
PLD / Prologis, Inc.
VLTO / Veralto Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
WM / Waste Management, Inc.
ARRY / Array Technologies, Inc.
SAGE / Sage Therapeutics, Inc.
VERV / Verve Therapeutics, Inc.
CBRE / CBRE Group, Inc.
ITW / Illinois Tool Works Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
CL / Colgate-Palmolive Company
BR / Broadridge Financial Solutions, Inc.
MET / MetLife, Inc.
JAZZ / Jazz Pharmaceuticals plc
CPNG / Coupang, Inc.
HUM / Humana Inc.
TEL / TE Connectivity plc
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SWKS / Skyworks Solutions, Inc.
CATC / Cambridge Bancorp
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
WRK / WestRock Company
TDC / Teradata Corporation
CEG / Constellation Energy Corporation
IAU / iShares Gold Trust
PH / Parker-Hannifin Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
ETN / Eaton Corporation plc
STZ / Constellation Brands, Inc.
CBT / Cabot Corporation
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
MORF / Morphic Holding, Inc.
BRBS / Blue Ridge Bankshares, Inc.
ELV / Elevance Health, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
YUM / Yum! Brands, Inc.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
PMN / ProMIS Neurosciences, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
TTD / The Trade Desk, Inc.
BIIB / Biogen Inc.
URA / Global X Funds - Global X Uranium ETF
WMT / Walmart Inc.
ED / Consolidated Edison, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
YUMC / Yum China Holdings, Inc.
TMUS / T-Mobile US, Inc.
EQIX / Equinix, Inc.
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
SCHW / The Charles Schwab Corporation
ATUS / Optimum Communications, Inc.
RTX / RTX Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
FERG / Ferguson Enterprises Inc.
NEE / NextEra Energy, Inc.
AMT / American Tower Corporation
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
STE / STERIS plc
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
EW / Edwards Lifesciences Corporation
EVLN / Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
GPC / Genuine Parts Company
HII / Huntington Ingalls Industries, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
UBER / Uber Technologies, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
RYTM / Rhythm Pharmaceuticals, Inc.
ENB / Enbridge Inc.
CMI / Cummins Inc.
ACM / AECOM
WELL / Welltower Inc.
CSGP / CoStar Group, Inc.
ENSG / The Ensign Group, Inc.
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
PSX / Phillips 66
DOW / Dow Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
PCAR / PACCAR Inc
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
REET / iShares Trust - iShares Global REIT ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
PRU / Prudential Financial, Inc.
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
CCEP N / Coca-Cola Europacific Partners PLC
VGT / Vanguard World Fund - Vanguard Information Technology ETF
WASH / Washington Trust Bancorp, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
TD N / The Toronto-Dominion Bank
BPMC / Blueprint Medicines Corporation
KEYS / Keysight Technologies, Inc.
EL / The Estée Lauder Companies Inc.
WEX / WEX Inc.
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
C.WSA / Citigroup, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
FLOT / iShares Trust - iShares Floating Rate Bond ETF
BX / Blackstone Inc.
HLT / Hilton Worldwide Holdings Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
CI / The Cigna Group
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
CNC / Centene Corporation
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
RPM / RPM International Inc.
EBAY / eBay Inc.
AXP / American Express Company
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
DVY / iShares Trust - iShares Select Dividend ETF
GOOG / Alphabet Inc.
GLD / SPDR Gold Shares
INTC / Intel Corporation
CARR / Carrier Global Corporation
IDV / iShares Trust - iShares International Select Dividend ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
DIS / The Walt Disney Company
EQR / Equity Residential
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
CLX / The Clorox Company
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
SSNC / SS&C Technologies Holdings, Inc.
ALL / The Allstate Corporation
SO / The Southern Company
FHTX / Foghorn Therapeutics Inc.
JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF
CRWD / CrowdStrike Holdings, Inc.
IFF / International Flavors & Fragrances Inc.
NFLX / Netflix, Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
STT / State Street Corporation
PGR / The Progressive Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
ABT / Abbott Laboratories
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
MKC / McCormick & Company, Incorporated
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IR / Ingersoll Rand Inc.
MS / Morgan Stanley
LDOS / Leidos Holdings, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
GEV / GE Vernova Inc.
CBOE / Cboe Global Markets, Inc.
ULTA / Ulta Beauty, Inc.
SBUX / Starbucks Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
KO / The Coca-Cola Company
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
BSX / Boston Scientific Corporation
TTEK / Tetra Tech, Inc.
AVB / AvalonBay Communities, Inc.
HON / Honeywell International Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SHOP / Shopify Inc.
FTV / Fortive Corporation
WBD / Warner Bros. Discovery, Inc.
FCN / FTI Consulting, Inc.
CSCO / Cisco Systems, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
DD / DuPont de Nemours, Inc.
ALC / Alcon Inc.
TRMB / Trimble Inc.
DHR / Danaher Corporation
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
APP / AppLovin Corporation
RY / Royal Bank of Canada
APH / Amphenol Corporation
BG / Bunge Global SA
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
HCA / HCA Healthcare, Inc.
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
GILD / Gilead Sciences, Inc.
CE / Celanese Corporation
CTSH / Cognizant Technology Solutions Corporation
NEU / NewMarket Corporation
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
MCK / McKesson Corporation
ICLR / ICON Public Limited Company
AOS / A. O. Smith Corporation
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
DOV / Dover Corporation
KVUE / Kenvue Inc.
PASG / Passage Bio, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
HSY / The Hershey Company
DMLP / Dorchester Minerals, L.P. - Limited Partnership
UNH / UnitedHealth Group Incorporated
RSG / Republic Services, Inc.
VRSK / Verisk Analytics, Inc.
NXPI / NXP Semiconductors N.V.
SPG / Simon Property Group, Inc.
MELI / MercadoLibre, Inc.
EFX / Equifax Inc.
AME / AMETEK, Inc.
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
MUB / iShares Trust - iShares National Muni Bond ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
MSTR / Strategy Inc
CARY / Angel Oak Funds Trust - Angel Oak Income ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
PKG / Packaging Corporation of America
WMB / The Williams Companies, Inc.
NOW / ServiceNow, Inc.
AEM / Agnico Eagle Mines Limited
SYK / Stryker Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
RFI / Cohen & Steers Total Return Realty Fund, Inc.
KLAC / KLA Corporation
DGX / Quest Diagnostics Incorporated
DTE / DTE Energy Company
BRK.A / Berkshire Hathaway Inc.
TPL / Texas Pacific Land Corporation
SHW / The Sherwin-Williams Company
DUK / Duke Energy Corporation
IDXX / IDEXX Laboratories, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
MLM / Martin Marietta Materials, Inc.
UNP / Union Pacific Corporation
EA / Electronic Arts Inc.
BAC / Bank of America Corporation
STLD / Steel Dynamics, Inc.
EOG / EOG Resources, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CHD / Church & Dwight Co., Inc.
BK / The Bank of New York Mellon Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
VRTX / Vertex Pharmaceuticals Incorporated
LPLA / LPL Financial Holdings Inc.
LOW / Lowe's Companies, Inc.
MBB / iShares Trust - iShares MBS ETF
WSO / Watsco, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
CRH / CRH plc
GIS / General Mills, Inc.
FANG / Diamondback Energy, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
AZO / AutoZone, Inc.
RVMD / Revolution Medicines, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
NSC / Norfolk Southern Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
APLS / Apellis Pharmaceuticals, Inc.
CDNS / Cadence Design Systems, Inc.
PEP / PepsiCo, Inc.
CGNX / Cognex Corporation
MAR / Marriott International, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MSI / Motorola Solutions, Inc.
FULC / Fulcrum Therapeutics, Inc.
PAYC / Paycom Software, Inc.
CNQ / Canadian Natural Resources Limited
AON / Aon plc
META / Meta Platforms, Inc.
CDW / CDW Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
IT / Gartner, Inc.
WTRG / Essential Utilities, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
AMP / Ameriprise Financial, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
ATR / AptarGroup, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MATX / Matson, Inc.
MA / Mastercard Incorporated
KNSL / Kinsale Capital Group, Inc.
MDT / Medtronic plc
VOTE / TCW ETF Trust - TCW Transform 500 ETF
IWV / iShares Trust - iShares Russell 3000 ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
LHX / L3Harris Technologies, Inc.
LIN / Linde plc
TTWO / Take-Two Interactive Software, Inc.
BKNG / Booking Holdings Inc.
DXCM / DexCom, Inc.
MNST / Monster Beverage Corporation
CMS / CMS Energy Corporation
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ECL / Ecolab Inc.
HD / The Home Depot, Inc.
SAMT / The Advisors' Inner Circle Fund III - Strategas Macro Thematic Opportunities ETF
ADP / Automatic Data Processing, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
AFL / Aflac Incorporated
MU / Micron Technology, Inc.
APD / Air Products and Chemicals, Inc.
UEC / Uranium Energy Corp.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
SPYX / SPDR Series Trust - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
NVT / nVent Electric plc
MCO / Moody's Corporation
FBTC / Fidelity Wise Origin Bitcoin Fund
ROST / Ross Stores, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
IEUR / iShares Trust - iShares Core MSCI Europe ETF
UBS N / UBS Group AG
IP / International Paper Company
CTAS / Cintas Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
JHG / Janus Henderson Group plc
ES / Eversource Energy
TER / Teradyne, Inc.
RLAY / Relay Therapeutics, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
IWN / iShares Trust - iShares Russell 2000 Value ETF
EMR / Emerson Electric Co.
EBC / Eastern Bankshares, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
AVGO / Broadcom Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ADSK / Autodesk, Inc.
FDS / FactSet Research Systems Inc.
WEC / WEC Energy Group, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ROL / Rollins, Inc.
EDIV / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Dividend ETF
AWK / American Water Works Company, Inc.
TGT / Target Corporation
PYPL / PayPal Holdings, Inc.
BN / Brookfield Corporation
PLTR / Palantir Technologies Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VLO / Valero Energy Corporation
TSLA / Tesla, Inc.
JPM / JPMorgan Chase & Co.
NKE / NIKE, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
AMZN / Amazon.com, Inc.
JCI / Johnson Controls International plc
LNG / Cheniere Energy, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
OWL / Blue Owl Capital Inc.
UPS / United Parcel Service, Inc.
NVDA / NVIDIA Corporation
APTV / Aptiv PLC
TJX / The TJX Companies, Inc.
QCOM / QUALCOMM Incorporated
FDX / FedEx Corporation
TXN / Texas Instruments Incorporated
BBY / Best Buy Co., Inc.
DUOL / Duolingo, Inc.
WDAY / Workday, Inc.
ESBA / Empire State Realty OP, L.P. - Limited Partnership
GHI / Greystone Housing Impact Investors LP
DLB / Dolby Laboratories, Inc.
K / Kellanova
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MTD / Mettler-Toledo International Inc.
SRE / Sempra
SNY / Sanofi - Depositary Receipt (Common Stock)
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
LRCX / Lam Research Corporation
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
CTVA / Corteva, Inc.
ULST / SPDR Series Trust - State Street Ultra Short Term Bond ETF
BXSL / Blackstone Secured Lending Fund
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
FCX / Freeport-McMoRan Inc.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
HPE / Hewlett Packard Enterprise Company
INBK / First Internet Bancorp
RHI / Robert Half Inc.
TPIC / TPI Composites, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ROP / Roper Technologies, Inc.
MRNA / Moderna, Inc.
MCI / Barings Corporate Investors
MORN / Morningstar, Inc.
DLTR / Dollar Tree, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
CNI / Canadian National Railway Company
CVS / CVS Health Corporation
VOYA / Voya Financial, Inc.
QQQ / Invesco QQQ Trust, Series 1
TSCO / Tractor Supply Company
MTB / M&T Bank Corporation
RF / Regions Financial Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
ADBE / Adobe Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
CTRA / Coterra Energy Inc.
DELL / Dell Technologies Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
MDLZ / Mondelez International, Inc.
FISV / Fiserv, Inc.
VZ / Verizon Communications Inc.
NYT / The New York Times Company
PSA / Public Storage
VUG / Vanguard Index Funds - Vanguard Growth ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ABBV / AbbVie Inc.
OMC / Omnicom Group Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CCJ / Cameco Corporation
OKE / ONEOK, Inc.
DOC / Healthpeak Properties, Inc.
BAM / Brookfield Asset Management Ltd.
BALL / Ball Corporation
TROW / T. Rowe Price Group, Inc.
CMG / Chipotle Mexican Grill, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
SIL / Global X Funds - Global X Silver Miners ETF
OXY / Occidental Petroleum Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
INDA / iShares Trust - iShares MSCI India ETF
GS / The Goldman Sachs Group, Inc.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SW / Smurfit Westrock Plc
TOL / Toll Brothers, Inc.
BTC / Grayscale Bitcoin Mini Trust
PEG / Public Service Enterprise Group Incorporated
FERG / Ferguson Enterprises Inc.
HAL / Halliburton Company
AKAM / Akamai Technologies, Inc.
FDMO / Fidelity Covington Trust - Fidelity Momentum Factor ETF
HXL / Hexcel Corporation
SLB / SLB N.V.
PPG / PPG Industries, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
BLUE / bluebird bio, Inc.
MCHP / Microchip Technology Incorporated
BAX / Baxter International Inc.
NTRS / Northern Trust Corporation
TRV / The Travelers Companies, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CPAY / Corpay, Inc.
URI / United Rentals, Inc.
FFIV / F5, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
PFE / Pfizer Inc.
FSLR / First Solar, Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
AVY / Avery Dennison Corporation
TW / Tradeweb Markets Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
COP / ConocoPhillips
SHEL / Shell plc - Depositary Receipt (Common Stock)
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
MO / Altria Group, Inc.
EIPX / First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
GEHC / GE HealthCare Technologies Inc.
SPY / State Street SPDR S&P 500 ETF Trust
LYB / LyondellBasell Industries N.V.
DVN / Devon Energy Corporation
CHTR / Charter Communications, Inc.
USB / U.S. Bancorp
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
MRSH / Marsh & McLennan Companies, Inc.
HEI / HEICO Corporation
IRM / Iron Mountain Incorporated
GOOGL / Alphabet Inc.
COF / Capital One Financial Corporation
MSFT / Microsoft Corporation
AAPL / Apple Inc.
ROK / Rockwell Automation, Inc.
CB / Chubb Limited
DEO / Diageo plc - Depositary Receipt (Common Stock)
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
BA / The Boeing Company
V / Visa Inc.
BRO / Brown & Brown, Inc.
AMAT / Applied Materials, Inc.
BDX / Becton, Dickinson and Company
LULU / lululemon athletica inc.
BRK.B / Berkshire Hathaway Inc.
COST / Costco Wholesale Corporation
PM / Philip Morris International Inc.
ORCL / Oracle Corporation
NDAQ / Nasdaq, Inc.
PLRX / Pliant Therapeutics, Inc.
GLW / Corning Incorporated
ODFL / Old Dominion Freight Line, Inc.
AMGN / Amgen Inc.
IBM / International Business Machines Corporation
SNA / Snap-on Incorporated
MCD / McDonald's Corporation
XYL / Xylem Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
OTIS / Otis Worldwide Corporation
TEL / TE Connectivity plc
RMD / ResMed Inc.
BAP / Credicorp Ltd.
COR / Cencora, Inc.
GD / General Dynamics Corporation
LMT / Lockheed Martin Corporation
PNC / The PNC Financial Services Group, Inc.
SNOW / Snowflake Inc.
CSL / Carlisle Companies Incorporated
FICO / Fair Isaac Corporation
VEEV / Veeva Systems Inc.
ADI / Analog Devices, Inc.
LNT / Alliant Energy Corporation
WY / Weyerhaeuser Company
IQV / IQVIA Holdings Inc.
KMB / Kimberly-Clark Corporation
ETR / Entergy Corporation
NOC / Northrop Grumman Corporation
SNPS / Synopsys, Inc.
SOLV / Solventum Corporation
ISRG / Intuitive Surgical, Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
RRC / Range Resources Corporation
TT / Trane Technologies plc
HPQ / HP Inc.
PAYX / Paychex, Inc.
GE / General Electric Company
VDE / Vanguard World Fund - Vanguard Energy ETF
FTNT / Fortinet, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CAT / Caterpillar Inc.
GLDW / Roundhill ETF Trust - Roundhill Gold WeeklyPay ETF