Market Value7,636,263,725
Total Holdings817
File Date2025-05-15
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
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VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
CHX / ChampionX Corporation
CSX / CSX Corporation
TMO / Thermo Fisher Scientific Inc.
WABC / Westamerica Bancorporation
JNJ / Johnson & Johnson
PMN / ProMIS Neurosciences, Inc.
WST / West Pharmaceutical Services, Inc.
EME / EMCOR Group, Inc.
SF / Stifel Financial Corp.
MRK / Merck & Co., Inc.
CVX / Chevron Corporation
SWK / Stanley Black & Decker, Inc.
TXRH / Texas Roadhouse, Inc.
NYT / The New York Times Company
PAR / PAR Technology Corporation
KR / The Kroger Co.
ICE / Intercontinental Exchange, Inc.
MET / MetLife, Inc.
SIGI / Selective Insurance Group, Inc.
ACN / Accenture plc
ALGM / Allegro MicroSystems, Inc.
SIL / Global X Funds - Global X Silver Miners ETF
RYTM / Rhythm Pharmaceuticals, Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
ROP / Roper Technologies, Inc.
ZTS / Zoetis Inc.
INTU / Intuit Inc.
MSCI / MSCI Inc.
CPRT / Copart, Inc.
EMR / Emerson Electric Co.
LLY / Eli Lilly and Company
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
STAG / STAG Industrial, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
NSA / National Storage Affiliates Trust
WFC / Wells Fargo & Company
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
BDX / Becton, Dickinson and Company
CMI / Cummins Inc.
DPZ / Domino's Pizza, Inc.
TDG / TransDigm Group Incorporated
T / AT&T Inc.
HWM / Howmet Aerospace Inc.
FITB / Fifth Third Bancorp
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
DELL / Dell Technologies Inc.
MPC / Marathon Petroleum Corporation
ITCI / Intra-Cellular Therapies, Inc.
WM / Waste Management, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
RHP / Ryman Hospitality Properties, Inc.
TRC / Tejon Ranch Co.
HII / Huntington Ingalls Industries, Inc.
BR / Broadridge Financial Solutions, Inc.
FFIV / F5, Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
HES / Hess Corporation
CEG / Constellation Energy Corporation
ETN / Eaton Corporation plc
PH / Parker-Hannifin Corporation
MSI / Motorola Solutions, Inc.
ELV / Elevance Health, Inc.
AR / Antero Resources Corporation
AXON / Axon Enterprise, Inc.
EBC / Eastern Bankshares, Inc.
BLK / BlackRock, Inc.
ENTG / Entegris, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PAAA / PGIM ETF Trust - PGIM AAA CLO ETF
EQIX / Equinix, Inc.
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
BPMC / Blueprint Medicines Corporation
WMT / Walmart Inc.
CRNX / Crinetics Pharmaceuticals, Inc.
AMAT / Applied Materials, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
BMEZ / BlackRock Health Sciences Term Trust
CASY / Casey's General Stores, Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
AXP / American Express Company
IDV / iShares Trust - iShares International Select Dividend ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
MMIN / New York Life Investments Active ETF Trust - NYLI MacKay Muni Insured ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ALL / The Allstate Corporation
GBCI / Glacier Bancorp, Inc.
CBRE / CBRE Group, Inc.
AEIS / Advanced Energy Industries, Inc.
CCEP N / Coca-Cola Europacific Partners PLC
CRWD / CrowdStrike Holdings, Inc.
EW / Edwards Lifesciences Corporation
ORI / Old Republic International Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
TILE / Interface, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
FVCB / FVCBankcorp, Inc.
IR / Ingersoll Rand Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
MSFT / Microsoft Corporation
GEV / GE Vernova Inc.
SBUX / Starbucks Corporation
CMG / Chipotle Mexican Grill, Inc.
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
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
TTEK / Tetra Tech, Inc.
OCFC / OceanFirst Financial Corp.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
CSCO / Cisco Systems, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
INSM / Insmed Incorporated
ALC / Alcon Inc.
MTSI / MACOM Technology Solutions Holdings, Inc.
APP / AppLovin Corporation
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
NEU / NewMarket Corporation
AVY / Avery Dennison Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
AOS / A. O. Smith Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond 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
UNH / UnitedHealth Group Incorporated
SPG / Simon Property Group, Inc.
AME / AMETEK, Inc.
FLG / Flagstar Bank, National Association
MUB / iShares Trust - iShares National Muni Bond ETF
INTA / Intapp, Inc.
WELL / Welltower Inc.
CARY / Angel Oak Funds Trust - Angel Oak Income ETF
ZION / Zions Bancorporation, National Association
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
LOPE / Grand Canyon Education, Inc.
AEM / Agnico Eagle Mines Limited
SITE / SiteOne Landscape Supply, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
USPH / U.S. Physical Therapy, Inc.
SUPN / Supernus Pharmaceuticals, Inc.
IQV / IQVIA Holdings Inc.
DGX / Quest Diagnostics Incorporated
DTE / DTE Energy Company
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PSQ / ProShares Trust - ProShares Short QQQ
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
FTNT / Fortinet, Inc.
MLM / Martin Marietta Materials, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
STLD / Steel Dynamics, Inc.
CHD / Church & Dwight Co., Inc.
BK / The Bank of New York Mellon Corporation
RELX / RELX PLC - Depositary Receipt (Common Stock)
HPQ / HP Inc.
LPLA / LPL Financial Holdings Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CNM / Core & Main, Inc.
CRH / CRH plc
VOYA / Voya Financial, Inc.
APO / Apollo Global Management, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EIPX / First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF
FANG / Diamondback Energy, Inc.
RVMD / Revolution Medicines, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
CDNS / Cadence Design Systems, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
PEP / PepsiCo, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
MAR / Marriott International, Inc.
PAYC / Paycom Software, Inc.
CNQ / Canadian Natural Resources Limited
CDW / CDW Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CAT / Caterpillar Inc.
KNSL / Kinsale Capital Group, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
APD / Air Products and Chemicals, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
BKNG / Booking Holdings Inc.
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
PFE / Pfizer Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
SAMT / The Advisors' Inner Circle Fund III - Strategas Macro Thematic Opportunities ETF
ADP / Automatic Data Processing, Inc.
SYBX / Synlogic, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MU / Micron Technology, Inc.
IRT / Independence Realty Trust, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
CTAS / Cintas Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
OXY / Occidental Petroleum Corporation
VZ / Verizon Communications Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
HDV / iShares Trust - iShares Core High Dividend ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
WTS / Watts Water Technologies, Inc.
AVGO / Broadcom Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
EPAC / Enerpac Tool Group Corp.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TSVT / 2seventy bio, Inc.
PASG / Passage Bio, Inc.
TGT / Target Corporation
REET / iShares Trust - iShares Global REIT ETF
SAGE / Sage Therapeutics, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GOLD / Gold.com, Inc.
CHRD / Chord Energy Corporation
VNOM / Viper Energy, Inc.
EXPD / Expeditors International of Washington, Inc.
PLTR / Palantir Technologies Inc.
VLO / Valero Energy Corporation
JPM / JPMorgan Chase & Co.
ENSG / The Ensign Group, Inc.
PHYS / Sprott Physical Gold Trust
BLD / TopBuild Corp.
FTV / Fortive Corporation
JCI / Johnson Controls International plc
LNG / Cheniere Energy, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
CCK / Crown Holdings, Inc.
PSA / Public Storage
TJX / The TJX Companies, Inc.
NOC / Northrop Grumman Corporation
BWA / BorgWarner Inc.
MRNA / Moderna, Inc.
CBFV / CB Financial Services, Inc.
EXAS / Exact Sciences Corporation
CE / Celanese Corporation
CVBF / CVB Financial Corp.
MANH / Manhattan Associates, Inc.
ICLR / ICON Public Limited Company
CZWI / Citizens Community Bancorp, Inc.
GPC / Genuine Parts Company
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
CYBR / CyberArk Software Ltd.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
GRMN / Garmin Ltd.
WSC / WillScot Holdings Corporation
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
PWR / Quanta Services, Inc.
GM / General Motors Company
AEP / American Electric Power Company, Inc.
ET / Energy Transfer LP - Limited Partnership
KVUE / Kenvue Inc.
GTLS / Chart Industries, Inc.
CSGP / CoStar Group, Inc.
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
TTC / The Toro Company
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
HXL / Hexcel Corporation
FLYW / Flywire Corporation
MORN / Morningstar, Inc.
GGG / Graco Inc.
BN / Brookfield Corporation
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
PNFP / Pinnacle Financial Partners, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
DUOL / Duolingo, Inc.
GHI / Greystone Housing Impact Investors LP
ESBA / Empire State Realty OP, L.P. - Limited Partnership
DLB / Dolby Laboratories, Inc.
PR / Permian Resources Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
CR / Crane Company
VUG / Vanguard Index Funds - Vanguard Growth ETF
HUBS / HubSpot, Inc.
CXT / Crane NXT, Co.
VFH / Vanguard World Fund - Vanguard Financials ETF
VRSN / VeriSign, Inc.
NU / Nu Holdings Ltd.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
NVR / NVR, Inc.
RHI / Robert Half Inc.
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
EPD / Enterprise Products Partners L.P. - Limited Partnership
INBK / First Internet Bancorp
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PB / Prosperity Bancshares, Inc.
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
NOW / ServiceNow, Inc.
A / Agilent Technologies, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
CCJ / Cameco Corporation
SWTX / SpringWorks Therapeutics, Inc.
OKE / ONEOK, Inc.
DE / Deere & Company
MO / Altria Group, Inc.
SKY / Champion Homes, Inc.
CARR / Carrier Global Corporation
TPL / Texas Pacific Land Corporation
URA / Global X Funds - Global X Uranium ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
BCAL / California BanCorp
DAL / Delta Air Lines, Inc.
LULU / lululemon athletica inc.
IONS / Ionis Pharmaceuticals, Inc.
FHTX / Foghorn Therapeutics Inc.
GLD / SPDR Gold Shares
RPM / RPM International Inc.
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
HALO / Halozyme Therapeutics, Inc.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
BCO / The Brink's Company
GOOG / Alphabet Inc.
PDM / Piedmont Realty Trust, Inc.
CPAY / Corpay, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CENTA / Central Garden & Pet Company
EQR / Equity Residential
ALLY / Ally Financial Inc.
DIS / The Walt Disney Company
CBZ / CBIZ, Inc.
MGY / Magnolia Oil & Gas Corporation
COF / Capital One Financial Corporation
ICLN / iShares Trust - iShares Global Clean Energy ETF
GPI / Group 1 Automotive, Inc.
RRC / Range Resources Corporation
ITT / ITT Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ATRC / AtriCure, Inc.
PHAT / Phathom Pharmaceuticals, Inc.
CGNX / Cognex Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
FIX / Comfort Systems USA, Inc.
PYPL / PayPal Holdings, Inc.
DOW / Dow Inc.
APPF / AppFolio, Inc.
PGR / The Progressive Corporation
PFGC / Performance Food Group Company
NEE / NextEra Energy, Inc.
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
SCI / Service Corporation International
AMGN / Amgen Inc.
TMUS / T-Mobile US, Inc.
FERG / Ferguson Enterprises Inc.
TD N / The Toronto-Dominion Bank
VCYT / Veracyte, Inc.
BRBS / Blue Ridge Bankshares, Inc.
COR / Cencora, Inc.
TSLA / Tesla, Inc.
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
BXSL / Blackstone Secured Lending Fund
ULTA / Ulta Beauty, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
EXP / Eagle Materials Inc.
CRM / Salesforce, Inc.
LEN / Lennar Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SHOP / Shopify Inc.
AUB / Atlantic Union Bankshares Corporation
FTAI / FTAI Aviation Ltd.
ENB / Enbridge Inc.
MMM / 3M Company
DD / DuPont de Nemours, Inc.
BAH / Booz Allen Hamilton Holding Corporation
ALSN / Allison Transmission Holdings, Inc.
UPS / United Parcel Service, Inc.
CTSH / Cognizant Technology Solutions Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
VLY / Valley National Bancorp
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
HUM / Humana Inc.
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
RSG / Republic Services, Inc.
BTC / Grayscale Bitcoin Mini Trust
HSY / The Hershey Company
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
NXPI / NXP Semiconductors N.V.
RY / Royal Bank of Canada
AVNT / Avient Corporation
IDXX / IDEXX Laboratories, Inc.
MSTR / Strategy Inc
LUV / Southwest Airlines Co.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
HPE.PRC / Hewlett Packard Enterprise Company - Preferred Security
KLAC / KLA Corporation
PHM / PulteGroup, Inc.
ULS / UL Solutions Inc.
HUBB / Hubbell Incorporated
NEM / Newmont Corporation
SNDR / Schneider National, Inc.
AGM / Federal Agricultural Mortgage Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
WSO / Watsco, Inc.
CWST / Casella Waste Systems, Inc.
VCEL / Vericel Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
SNOW / Snowflake Inc.
UNP / Union Pacific Corporation
KMB / Kimberly-Clark Corporation
TXN / Texas Instruments Incorporated
FULC / Fulcrum Therapeutics, Inc.
GEHC / GE HealthCare Technologies Inc.
CMA / Comerica Incorporated
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
AMT / American Tower Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
GMED / Globus Medical, Inc.
BOW / Bowhead Specialty Holdings Inc.
NWE / NorthWestern Energy Group, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
MRVL / Marvell Technology, Inc.
STZ / Constellation Brands, Inc.
PRIM / Primoris Services Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
BCPC / Balchem Corporation
BAP / Credicorp Ltd.
SGDJ / Sprott Funds Trust - Sprott Junior Gold Miners ETF
LIN / Linde plc
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SLGN / Silgan Holdings Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SAGP / The Advisors' Inner Circle Fund III - Strategas Global Policy Opportunities ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AMP / Ameriprise Financial, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
GL / Globe Life Inc.
SPYX / SPDR Series Trust - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
NDSN / Nordson Corporation
YUMC / Yum China Holdings, Inc.
XOM / Exxon Mobil Corporation
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
LHX / L3Harris Technologies, Inc.
WASH / Washington Trust Bancorp, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
NVT / nVent Electric plc
MA / Mastercard Incorporated
WY / Weyerhaeuser Company
LRCX / Lam Research Corporation
HD / The Home Depot, Inc.
ANET / Arista Networks, Inc.
HLI / Houlihan Lokey, Inc.
KEYS / Keysight Technologies, Inc.
UBS N / UBS Group AG
STE / STERIS plc
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
NVDA / NVIDIA Corporation
ROST / Ross Stores, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
MCD / McDonald's Corporation
OMC / Omnicom Group Inc.
IP / International Paper Company
VEEV / Veeva Systems Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
FICO / Fair Isaac Corporation
ULST / SPDR Series Trust - State Street Ultra Short Term Bond ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
VTR / Ventas, Inc.
RLAY / Relay Therapeutics, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
TTD / The Trade Desk, Inc.
JHG / Janus Henderson Group plc
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
IWM / iShares Trust - iShares Russell 2000 ETF
CTVA / Corteva, Inc.
0QYZ / Franco-Nevada Corporation
WEC / WEC Energy Group, Inc.
CME / CME Group Inc.
ROL / Rollins, Inc.
FCX / Freeport-McMoRan Inc.
F / Ford Motor Company
SRE / Sempra
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
KO / The Coca-Cola Company
CI / The Cigna Group
IEX / IDEX Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
MDT / Medtronic plc
BJ / BJ's Wholesale Club Holdings, Inc.
UBER / Uber Technologies, Inc.
SLV / iShares Silver Trust
INTC / Intel Corporation
C / Citigroup Inc.
COST / Costco Wholesale Corporation
CL / Colgate-Palmolive Company
CPKC N / Canadian Pacific Kansas City Limited
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
LOW / Lowe's Companies, Inc.
MCI / Barings Corporate Investors
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
DDOG / Datadog, Inc.
META / Meta Platforms, Inc.
PG / The Procter & Gamble Company
BA / The Boeing Company
TFC / Truist Financial Corporation
ORCL / Oracle Corporation
GWW / W.W. Grainger, Inc.
RARE / Ultragenyx Pharmaceutical Inc.
SNPS / Synopsys, Inc.
BAC / Bank of America Corporation
CMCSA / Comcast Corporation
NFLX / Netflix, Inc.
EOG / EOG Resources, Inc.
VLTO / Veralto Corporation
CLX / The Clorox Company
DEO / Diageo plc - Depositary Receipt (Common Stock)
NSC / Norfolk Southern Corporation
TW / Tradeweb Markets Inc.
RTX / RTX Corporation
GILD / Gilead Sciences, Inc.
AORT / Artivion, Inc.
FDX / FedEx Corporation
GNRC / Generac Holdings Inc.
PSX / Phillips 66
SO / The Southern Company
SYK / Stryker Corporation
GD / General Dynamics Corporation
PRU / Prudential Financial, Inc.
TSCO / Tractor Supply Company
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
QQQ / Invesco QQQ Trust, Series 1
RF / Regions Financial Corporation
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
IRON / Disc Medicine, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
WBD / Warner Bros. Discovery, Inc.
INDA / iShares Trust - iShares MSCI India ETF
CVCO / Cavco Industries, Inc.
GS / The Goldman Sachs Group, Inc.
BRK.B / Berkshire Hathaway Inc.
CFG / Citizens Financial Group, Inc.
UFPI / UFP Industries, Inc.
BIIB / Biogen Inc.
EXPO / Exponent, Inc.
EDIV / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Dividend ETF
IBM / International Business Machines Corporation
APLS / Apellis Pharmaceuticals, Inc.
CBSH / Commerce Bancshares, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VIS / Vanguard World Fund - Vanguard Industrials ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
GLP / Global Partners LP - Limited Partnership
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
BG / Bunge Global SA
CHTR / Charter Communications, Inc.
DMLP / Dorchester Minerals, L.P. - Limited Partnership
ATUS / Optimum Communications, Inc.
SSB / SouthState Bank Corporation
BCRX / BioCryst Pharmaceuticals, Inc.
MTDR / Matador Resources Company
UL / Unilever PLC - Depositary Receipt (Common Stock)
CCB / Coastal Financial Corporation
NRIX / Nurix Therapeutics, Inc.
CNI / Canadian National Railway Company
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
ANSS / ANSYS, Inc.
CMS / CMS Energy Corporation
RGEF / Tidal Trust III - Rockefeller Global Equity ETF
DC2 / The Descartes Systems Group Inc.
LYV / Live Nation Entertainment, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
WTRG / Essential Utilities, Inc.
PM / Philip Morris International Inc.
ACGL / Arch Capital Group Ltd.
TOL / Toll Brothers, Inc.
LDOS / Leidos Holdings, Inc.
DHI / D.R. Horton, Inc.
BALL / Ball Corporation
IFF / International Flavors & Fragrances Inc.
CODI / Compass Diversified
SCHW / The Charles Schwab Corporation
PSLV / Sprott Physical Silver Trust
PEG / Public Service Enterprise Group Incorporated
SW / Smurfit Westrock Plc
ARQT / Arcutis Biotherapeutics, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
CCCS / CCC Intelligent Solutions Holdings Inc.
SLB / SLB N.V.
WDAY / Workday, Inc.
CPNG / Coupang, Inc.
PPG / PPG Industries, Inc.
TPH / Tri Pointe Homes, Inc.
MCK / McKesson Corporation
PLD / Prologis, Inc.
SOLV / Solventum Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
HLMN / Hillman Solutions Corp.
LYB / LyondellBasell Industries N.V.
SLAB / Silicon Laboratories Inc.
AJG / Arthur J. Gallagher & Co.
BOTJ / Bank of the James Financial Group, Inc.
MCHP / Microchip Technology Incorporated
DVY / iShares Trust - iShares Select Dividend ETF
ODFL / Old Dominion Freight Line, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
BBY / Best Buy Co., Inc.
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
QCOM / QUALCOMM Incorporated
HLT / Hilton Worldwide Holdings Inc.
ED / Consolidated Edison, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ABCB / Ameris Bancorp
AMLP / ALPS ETF Trust - Alerian MLP ETF
CDXS / Codexis, Inc.
SAND / Sandstorm Gold Ltd.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
CATY / Cathay General Bancorp
AWK / American Water Works Company, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
EBAY / eBay Inc.
STT / State Street Corporation
BSX / Boston Scientific Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
FAST / Fastenal Company
ABBV / AbbVie Inc.
TRMB / Trimble Inc.
LW / Lamb Weston Holdings, Inc.
FCN / FTI Consulting, Inc.
ABT / Abbott Laboratories
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
BAM / Brookfield Asset Management Ltd.
WMB / The Williams Companies, Inc.
TROW / T. Rowe Price Group, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FNF / Fidelity National Financial, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
EA / Electronic Arts Inc.
ACM / AECOM
PIPR / Piper Sandler Companies
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AVB / AvalonBay Communities, Inc.
LNT / Alliant Energy Corporation
RFI / Cohen & Steers Total Return Realty Fund, Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
DHR / Danaher Corporation
TT / Trane Technologies plc
VAW / Vanguard World Fund - Vanguard Materials ETF
KEY / KeyCorp
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
WPM / Wheaton Precious Metals Corp.
NKE / NIKE, Inc.
AMZN / Amazon.com, Inc.
KMI / Kinder Morgan, Inc.
HPE / Hewlett Packard Enterprise Company
PKG / Packaging Corporation of America
VMC / Vulcan Materials Company
ICF / iShares Trust - iShares Select U.S. REIT ETF
MBB / iShares Trust - iShares MBS ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
CBT / Cabot Corporation
AZO / AutoZone, Inc.
DOC / Healthpeak Properties, Inc.
BRK.A / Berkshire Hathaway Inc.
JAZZ / Jazz Pharmaceuticals plc
NEO / NeoGenomics, Inc.
SHW / The Sherwin-Williams Company
KNX / Knight-Swift Transportation Holdings Inc.
GIS / General Mills, Inc.
EQT / EQT Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
EVLN / Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF
VOTE / TCW ETF Trust - TCW Transform 500 ETF
BMY / Bristol-Myers Squibb Company
ATR / AptarGroup, Inc.
MATX / Matson, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GLDW / Roundhill ETF Trust - Roundhill Gold WeeklyPay ETF
TTWO / Take-Two Interactive Software, Inc.
ORLY / O'Reilly Automotive, Inc.
AMD / Advanced Micro Devices, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AMCR / Amcor plc
FISV / Fiserv, Inc.
RMD / ResMed Inc.
CCI / Crown Castle Inc.
VYGR / Voyager Therapeutics, Inc.
WEX / WEX Inc.
UEC / Uranium Energy Corp.
MRSH / Marsh & McLennan Companies, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
OWL / Blue Owl Capital Inc.
MNST / Monster Beverage Corporation
DXCM / DexCom, Inc.
ECL / Ecolab Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
SYY / Sysco Corporation
MEDP / Medpace Holdings, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
MCO / Moody's Corporation
PANW / Palo Alto Networks, Inc.
USB / U.S. Bancorp
SAP / SAP SE - Depositary Receipt (Common Stock)
IAU / iShares Gold Trust
ES / Eversource Energy
ISRG / Intuitive Surgical, Inc.
ADSK / Autodesk, Inc.
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
URI / United Rentals, Inc.
SAIA / Saia, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
TRV / The Travelers Companies, Inc.
IT / Gartner, Inc.
MPWR / Monolithic Power Systems, Inc.
GENI / Genius Sports Limited
AON / Aon plc
BRKL / Brookline Bancorp, Inc.
CBOE / Cboe Global Markets, Inc.
AFL / Aflac Incorporated
NOVT / Novanta Inc.
TEL / TE Connectivity plc
HQY / HealthEquity, Inc.
SNA / Snap-on Incorporated
DOV / Dover Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
VRSK / Verisk Analytics, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
PJT / PJT Partners Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CAC / Camden National Corporation
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
PLRX / Pliant Therapeutics, Inc.
ITGR / Integer Holdings Corporation
AZTA / Azenta, Inc.
SHBI / Shore Bancshares, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
DORM / Dorman Products, Inc.
HTBK / Heritage Commerce Corp
STRL / Sterling Infrastructure, Inc.
VERV / Verve Therapeutics, Inc.
ARES / Ares Management Corporation
SPOT / Spotify Technology S.A.
FSLR / First Solar, Inc.
GE / General Electric Company
MTX / Minerals Technologies Inc.
ITW / Illinois Tool Works Inc.
CB / Chubb Limited
AAPL / Apple Inc.
MELI / MercadoLibre, Inc.
HON / Honeywell International Inc.
V / Visa Inc.
FIS / Fidelity National Information Services, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
MS / Morgan Stanley
NDAQ / Nasdaq, Inc.
ADBE / Adobe Inc.
GOOGL / Alphabet Inc.
CHKP / Check Point Software Technologies Ltd.
WTW / Willis Towers Watson Public Limited Company
COP / ConocoPhillips
FHN / First Horizon Corporation
GLW / Corning Incorporated
SFM / Sprouts Farmers Market, Inc.
XYL / Xylem Inc.
DUK / Duke Energy Corporation
APH / Amphenol Corporation
ADC / Agree Realty Corporation
CVS / CVS Health Corporation
OTIS / Otis Worldwide Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
PATK / Patrick Industries, Inc.
VIAV / Viavi Solutions Inc.
QSR / Restaurant Brands International Inc.
RBC / RBC Bearings Incorporated
SSNC / SS&C Technologies Holdings, Inc.
CSL / Carlisle Companies Incorporated
PNC / The PNC Financial Services Group, Inc.
LMT / Lockheed Martin Corporation
DVN / Devon Energy Corporation
MTD / Mettler-Toledo International Inc.
CNC / Centene Corporation
GTES / Gates Industrial Corporation plc
IBKR / Interactive Brokers Group, Inc.
MDLZ / Mondelez International, Inc.
ETR / Entergy Corporation
CTRA / Coterra Energy Inc.
WCN / Waste Connections, Inc.
TER / Teradyne, Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
NTRS / Northern Trust Corporation
YUM / Yum! Brands, Inc.
SPXC / SPX Technologies, Inc.
EFX / Equifax Inc.
MTB / M&T Bank Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
VRTX / Vertex Pharmaceuticals Incorporated
HEI / HEICO Corporation
IDA / IDACORP, Inc.
IRM / Iron Mountain Incorporated
ROK / Rockwell Automation, Inc.
BRO / Brown & Brown, Inc.
UMBF / UMB Financial Corporation
MKC / McCormick & Company, Incorporated
ADI / Analog Devices, Inc.
PAYX / Paychex, Inc.
PCAR / PACCAR Inc