Market Value49,249,848,653
Total Holdings530
File Date2026-05-14
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)
NVDA / NVIDIA Corporation
CRWD / CrowdStrike Holdings, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
AMD / Advanced Micro Devices, Inc.
AMAT / Applied Materials, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
EXC / Exelon Corporation
CRS / Carpenter Technology Corporation
DAL / Delta Air Lines, Inc.
FBIN / Fortune Brands Innovations, Inc.
PYPL / PayPal Holdings, Inc.
ISRG / Intuitive Surgical, Inc.
BBRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI US REIT ETF
AFL / Aflac Incorporated
IBMS / iShares Trust - iShares iBonds Dec 2030 Term Muni Bond ETF
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
SJT / San Juan Basin Royalty Trust
GOOGL / Alphabet Inc.
CI / The Cigna Group
PM / Philip Morris International Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
QCOM / QUALCOMM Incorporated
VDE / Vanguard World Fund - Vanguard Energy ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
IBM / International Business Machines Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
TMO / Thermo Fisher Scientific Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IBIT / iShares Bitcoin Trust ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
CSM / ProShares Trust - ProShares Large Cap Core Plus
TPL / Texas Pacific Land Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
ILCV / iShares Trust - iShares Morningstar Value ETF
DVY / iShares Trust - iShares Select Dividend ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
VKI / Invesco Advantage Municipal Income Trust II
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
FLR / Fluor Corporation
JPM / JPMorgan Chase & Co.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VLO / Valero Energy Corporation
IGOV / iShares Trust - iShares International Treasury Bond ETF
MO / Altria Group, Inc.
BBSC / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
CACI / CACI International Inc
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
TIP / iShares Trust - iShares TIPS Bond ETF
SPBO / SPDR Series Trust - State Street SPDR Portfolio Corporate Bond ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
TRV / The Travelers Companies, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ED / Consolidated Edison, Inc.
UNP / Union Pacific Corporation
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
GOOG / Alphabet Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
IDV / iShares Trust - iShares International Select Dividend ETF
GLD / SPDR Gold Shares
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
BAC / Bank of America Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
XT / iShares Trust - iShares Future Exponential Technologies ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
AMGN / Amgen Inc.
DIS / The Walt Disney Company
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
EBAY / eBay Inc.
BX / Blackstone Inc.
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund
OEF / iShares Trust - iShares S&P 100 ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
AXON / Axon Enterprise, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
ALL / The Allstate Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
META / Meta Platforms, Inc.
BLOK / Amplify ETF Trust - Amplify Blockchain Technology ETF
GE / General Electric Company
ELF / e.l.f. Beauty, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
TSLA / Tesla, Inc.
VEGN / ETF Series Solutions - US Vegan Climate ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CB / Chubb Limited
EME / EMCOR Group, Inc.
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GM / General Motors Company
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
QTUM / ETF Series Solutions - Defiance Quantum ETF
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
LOW / Lowe's Companies, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
AVRE / American Century ETF Trust - Avantis Real Estate ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MBB / iShares Trust - iShares MBS ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
OTTR / Otter Tail Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MDLZ / Mondelez International, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
GGG / Graco Inc.
KMI / Kinder Morgan, Inc.
CAT / Caterpillar Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IWX / iShares Trust - iShares Russell Top 200 Value ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
CVMC / Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
PTY / PIMCO Corporate & Income Opportunity Fund
EWJ / iShares, Inc. - iShares MSCI Japan ETF
T / AT&T Inc.
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
NFLX / Netflix, Inc.
FIX / Comfort Systems USA, Inc.
IBTO / iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
MAR / Marriott International, Inc.
WFC / Wells Fargo & Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PEP / PepsiCo, Inc.
DE / Deere & Company
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
SFY / Tidal Trust I - SoFi Select 500 ETF
PGR / The Progressive Corporation
IBLC / iShares Trust - iShares Blockchain and Tech ETF
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
ZTS / Zoetis Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
AMCR / Amcor plc
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SLV / iShares Silver Trust
VSDM / Vanguard Municipal Bond Funds - Vanguard Short Duration Tax-Exempt Bond ETF
CRM / Salesforce, Inc.
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
CEG / Constellation Energy Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
FLQL / Franklin Templeton ETF Trust - Franklin U.S. Large Cap Multifactor Index ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
DELL / Dell Technologies Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
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
VRT / Vertiv Holdings Co
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
AEP / American Electric Power Company, Inc.
MS / Morgan Stanley
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
GEV / GE Vernova Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
WTW / Willis Towers Watson Public Limited Company
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
YJUN / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - June
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
TXN / Texas Instruments Incorporated
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
ABBV / AbbVie Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AG / First Majestic Silver Corp.
ITW / Illinois Tool Works Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
MDT / Medtronic plc
UPS / United Parcel Service, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
RTX / RTX Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CVIE / Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
CRWV / CoreWeave, Inc.
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
HON / Honeywell International Inc.
SHOP / Shopify Inc.
BKMC / BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
YUM / Yum! Brands, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
CMCSA / Comcast Corporation
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
PFE / Pfizer Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
NBTB / NBT Bancorp Inc.
CSCO / Cisco Systems, Inc.
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
HD / The Home Depot, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
KOMP / SPDR Series Trust - State Street SPDR S&P Kensho New Economies Composite ETF
ROK / Rockwell Automation, Inc.
BITW / Bitwise 10 Crypto Index 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
XPL / Solitario Resources Corp.
PAG / Penske Automotive Group, Inc.
PLTR / Palantir Technologies Inc.
ORCL / Oracle Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
MRK / Merck & Co., Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
CVX / Chevron Corporation
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
AKRE / Professionally Managed Portfolios - Akre Focus ETF
ARTY / iShares Trust - iShares Future AI & Tech ETF
APH / Amphenol Corporation
FUL / H.B. Fuller Company
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
APP / AppLovin Corporation
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF
BRK.A / Berkshire Hathaway Inc.
RY / Royal Bank of Canada
MU / Micron Technology, Inc.
EFIV / SPDR Series Trust - State Street SPDR S&P 500 ESG ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
DHR / Danaher Corporation
SON / Sonoco Products Company
CLPT / ClearPoint Neuro, Inc.
ETN / Eaton Corporation plc
TJX / The TJX Companies, Inc.
USSG / DBX ETF Trust - Xtrackers MSCI USA Selection Equity ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
ADBE / Adobe Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
LRCX / Lam Research Corporation
RKT / Rocket Companies, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ANET / Arista Networks, Inc.
UBER / Uber Technologies, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
SII / Sprott Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
IOO / iShares Trust - iShares Global 100 ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
NKE / NIKE, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
MMM / 3M Company
SHYM / BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
GBTC / Grayscale Bitcoin Trust (BTC)
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IYF / iShares Trust - iShares U.S. Financials ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
F / Ford Motor Company
GNMA / iShares Trust - iShares GNMA Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
GLW / Corning Incorporated
AMZN / Amazon.com, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
UNH / UnitedHealth Group Incorporated
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
PCG / PG&E Corporation
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
BBBI / Bondbloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
NANR / SPDR Index Shares Funds - State Street SPDR S&P North American Natural Resources ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
DDM / ProShares Trust - ProShares Ultra Dow30
FDNI / First Trust Exchange-Traded Fund II - First Trust Dow Jones International Internet ETF
TT / Trane Technologies plc
IWV / iShares Trust - iShares Russell 3000 ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
SYM / Symbotic Inc.
ES / Eversource Energy
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
AVGO / Broadcom Inc.
FDIG / Fidelity Covington Trust - Fidelity Crypto Industry and Digital Payments ETF
TER / Teradyne, Inc.
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
VKTX / Viking Therapeutics, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
VTEC / Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
SPY / State Street SPDR S&P 500 ETF Trust
ADTN / ADTRAN Holdings, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
QLD / ProShares Trust - ProShares Ultra QQQ
WMB / The Williams Companies, Inc.
VCRB / Vanguard Malvern Funds - Vanguard Core Bond ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
NOW / ServiceNow, Inc.
PSX / Phillips 66
EBC / Eastern Bankshares, Inc.
IAU / iShares Gold Trust
OVV / Ovintiv Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IWB / iShares Trust - iShares Russell 1000 ETF
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
CVS / CVS Health Corporation
TMDX / TransMedics Group, Inc.
UMMA / Listed Funds Trust - Wahed Dow Jones Islamic World ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
PG / The Procter & Gamble Company
KNF / Knife River Corporation
ONON / On Holding AG
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
NBBK / NB Bancorp, Inc.
XOM / Exxon Mobil Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
SPGM / SPDR Index Shares Funds - State Street SPDR Portfolio MSCI Global Stock Market ETF
ASTE / Astec Industries, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
SBUX / Starbucks Corporation
BA / The Boeing Company
KO / The Coca-Cola Company
SPOT / Spotify Technology S.A.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
USB / U.S. Bancorp
MSFT / Microsoft Corporation
PH / Parker-Hannifin Corporation
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
INTC / Intel Corporation
AAPL / Apple Inc.
VZ / Verizon Communications Inc.
QQQ / Invesco QQQ Trust, Series 1
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
ABT / Abbott Laboratories
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
COST / Costco Wholesale Corporation
LLY / Eli Lilly and Company
VKQ / Invesco Municipal Trust
PLD / Prologis, Inc.
CL / Colgate-Palmolive Company
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
MDU / MDU Resources Group, Inc.
C / Citigroup Inc.
BRK.A / Berkshire Hathaway Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MCD / McDonald's Corporation
URA / Global X Funds - Global X Uranium ETF
V / Visa Inc.
DNP / DNP Select Income Fund Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
HIG / The Hartford Insurance Group, Inc.
LMT / Lockheed Martin Corporation
VALQ / American Century ETF Trust - American Century U.S. Quality Value ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
SO / The Southern Company
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
BK / The Bank of New York Mellon Corporation
TMUS / T-Mobile US, Inc.
AQST / Aquestive Therapeutics, Inc.
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
JNJ / Johnson & Johnson
GILD / Gilead Sciences, Inc.
AMT / American Tower Corporation
VSAT / Viasat, Inc.
KKR / KKR & Co. Inc.
PCAR / PACCAR Inc
PRU / Prudential Financial, Inc.
IDXX / IDEXX Laboratories, Inc.
CTMX / CytomX Therapeutics, Inc.
PAYX / Paychex, Inc.
HUBB / Hubbell Incorporated
DC / Dakota Gold Corp.
USM / United States Cellular Corporation
FAST / Fastenal Company
ARKK / ARK ETF Trust - ARK Innovation ETF
ET / Energy Transfer LP - Limited Partnership
BLK / BlackRock, Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
VOYA / Voya Financial, Inc.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
SJNK / SPDR Series Trust - State Street SPDR Bloomberg Short Term High Yield Bond ETF
BTC / Grayscale Bitcoin Mini Trust
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
UBS N / UBS Group AG
HWM / Howmet Aerospace Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
HDV / iShares Trust - iShares Core High Dividend ETF
EXK / Endeavour Silver Corp.
HL / Hecla Mining Company
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
AMCR / Amcor plc
CTSH / Cognizant Technology Solutions Corporation
EW / Edwards Lifesciences Corporation
EVRG / Evergy, Inc.
XEL / Xcel Energy Inc.
HRZN / Horizon Technology Finance Corporation
MPC / Marathon Petroleum Corporation
WMT / Walmart Inc.
ADI / Analog Devices, Inc.
COP / ConocoPhillips
MA / Mastercard Incorporated
ACN / Accenture plc
FDX / FedEx Corporation
AXP / American Express Company
SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
WEC / WEC Energy Group, Inc.
DVA / DaVita Inc.
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
COF / Capital One Financial Corporation
SPMB / SPDR Series Trust - State Street SPDR Portfolio Mortgage Backed Bond ETF
KR / The Kroger Co.
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SYK / Stryker Corporation
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
VRTX / Vertex Pharmaceuticals Incorporated
SNBR / Sleep Number Corporation
FNF / Fidelity National Financial, Inc.
NEE / NextEra Energy, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
STCE / Schwab Strategic Trust - Schwab Crypto Thematic ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
GD / General Dynamics Corporation
EEMX / SPDR Index Shares Funds - State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
ODFL / Old Dominion Freight Line, Inc.
CARR / Carrier Global Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
AWK / American Water Works Company, Inc.
ICOP / iShares Trust - iShares Copper and Metals Mining ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
HLAL / Listed Funds Trust - Wahed FTSE USA Shariah ETF
TRN / Trinity Industries, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
BWX / SPDR Series Trust - State Street SPDR Bloomberg International Treasury Bond ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
FNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November
MRSH / Marsh & McLennan Companies, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
IWM / iShares Trust - iShares Russell 2000 ETF
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
DUK / Duke Energy Corporation
FATE / Fate Therapeutics, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
LEGR / First Trust Exchange-Traded Fund VI - First Trust Indxx Innovative Transaction & Process ETF
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF