Market Value711,232,622
Total Holdings447
File Date2024-10-18
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)
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
KMB / Kimberly-Clark Corporation
ES / Eversource Energy
SUNS / Sunrise Realty Trust, Inc.
HUBS / HubSpot, Inc.
ABBV / AbbVie Inc.
OXY / Occidental Petroleum Corporation
LMT / Lockheed Martin Corporation
ZTS / Zoetis Inc.
INDA / iShares Trust - iShares MSCI India ETF
TSN / Tyson Foods, Inc.
O / Realty Income Corporation
ALL / The Allstate Corporation
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
KLAC / KLA Corporation
DXCM / DexCom, Inc.
MPC / Marathon Petroleum Corporation
ASIX / AdvanSix Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
NVDA / NVIDIA Corporation
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
CBZ / CBIZ, Inc.
TRMB / Trimble Inc.
ICLR / ICON Public Limited Company
SLB / SLB N.V.
ICLN / iShares Trust - iShares Global Clean Energy ETF
STZ / Constellation Brands, Inc.
ETN / Eaton Corporation plc
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
UBER / Uber Technologies, Inc.
NTAP / NetApp, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
DDD / 3D Systems Corporation
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
INTC / Intel Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
CINF / Cincinnati Financial Corporation
DT / Dynatrace, Inc.
JPM / JPMorgan Chase & Co.
CRM / Salesforce, Inc.
CPRT / Copart, Inc.
GOOGL / Alphabet Inc.
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
UNH / UnitedHealth Group Incorporated
CARR / Carrier Global Corporation
SNV / Synovus Financial Corp.
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
NCLH / Norwegian Cruise Line Holdings Ltd.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
LKQ / LKQ Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF
PPTA / Perpetua Resources Corp.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
TU / TELUS Corporation
UNM / Unum Group
LRCX / Lam Research Corporation
EOS / Eaton Vance Enhanced Equity Income Fund II
JCI / Johnson Controls International plc
AXON / Axon Enterprise, Inc.
AHT / Ashford Hospitality Trust, Inc.
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
AMD / Advanced Micro Devices, Inc.
XOM / Exxon Mobil Corporation
AMZN / Amazon.com, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MCD / McDonald's Corporation
IAU / iShares Gold Trust
PRU / Prudential Financial, Inc.
DIS / The Walt Disney Company
JNJ / Johnson & Johnson
C.WSA / Citigroup, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
MSA / MSA Safety Incorporated
CSCO / Cisco Systems, Inc.
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
MET / MetLife, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CW / Curtiss-Wright Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SHOP / Shopify Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
TPVG / TriplePoint Venture Growth BDC Corp.
TIP / iShares Trust - iShares TIPS Bond ETF
META / Meta Platforms, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
IWB / iShares Trust - iShares Russell 1000 ETF
ORCL / Oracle Corporation
TFSL / TFS Financial Corporation
NEE / NextEra Energy, Inc.
COST / Costco Wholesale Corporation
VMC / Vulcan Materials Company
AVGO / Broadcom Inc.
PAYX / Paychex, Inc.
AAPL / Apple Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
BRK.B / Berkshire Hathaway Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CHGG / Chegg, Inc.
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
IXN / iShares Trust - iShares Global Tech ETF
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
KR / The Kroger Co.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
DE / Deere & Company
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SRE / Sempra
SSB / SouthState Bank Corporation
CMG / Chipotle Mexican Grill, Inc.
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
BAC / Bank of America Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MSFT / Microsoft Corporation
AMP / Ameriprise Financial, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
SO / The Southern Company
ODFL / Old Dominion Freight Line, Inc.
GRID / First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index
KMX / CarMax, Inc.
NNVC / NanoViricides, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
MBCN / Middlefield Banc Corp.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
NFLX / Netflix, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
ZIM / ZIM Integrated Shipping Services Ltd.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
GOOG / Alphabet Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
CIEN / Ciena Corporation
HD / The Home Depot, Inc.
UPS / United Parcel Service, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SITC / SITE Centers Corp.
WBD / Warner Bros. Discovery, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
SOFI / SoFi Technologies, Inc.
PRQR / ProQR Therapeutics N.V.
EWA / iShares, Inc. - iShares MSCI Australia ETF
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
DHR / Danaher Corporation
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
V / Visa Inc.
LOW / Lowe's Companies, Inc.
ISRG / Intuitive Surgical, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
JBL / Jabil Inc.
SCHW / The Charles Schwab Corporation
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
CVX / Chevron Corporation
EXPE / Expedia Group, Inc.
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
CRAK / VanEck ETF Trust - VanEck Oil Refiners ETF
DVN / Devon Energy Corporation
TNL / Travel + Leisure Co.
IWM / iShares Trust - iShares Russell 2000 ETF
AFCG / Advanced Flower Capital Inc.
HUM / Humana Inc.
ARGX / argenx SE - Depositary Receipt (Common Stock)
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
CHTR / Charter Communications, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
TSCO / Tractor Supply Company
PHM / PulteGroup, Inc.
CVS / CVS Health Corporation
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
VGT / Vanguard World Fund - Vanguard Information Technology ETF
BTC / Grayscale Bitcoin Mini Trust
OPRT / Oportun Financial Corporation
PYPL / PayPal Holdings, Inc.
KORP / American Century ETF Trust - American Century Diversified Corporate Bond ETF
GLW / Corning Incorporated
JOBY / Joby Aviation, Inc.
BMY / Bristol-Myers Squibb Company
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
PFE / Pfizer Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
TRV / The Travelers Companies, Inc.
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
FCN / FTI Consulting, Inc.
ACHR / Archer Aviation Inc.
ULTA / Ulta Beauty, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
SMG / The Scotts Miracle-Gro Company
GS / The Goldman Sachs Group, Inc.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
OEF / iShares Trust - iShares S&P 100 ETF
ITW / Illinois Tool Works Inc.
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
AWK / American Water Works Company, Inc.
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
QS / QuantumScape Corporation
RAVI / FlexShares Trust - FlexShares Ultra-Short Income Fund
LULU / lululemon athletica inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
COIN / Coinbase Global, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
AVNS / Avanos Medical, Inc.
ETSY / Etsy, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
DVY / iShares Trust - iShares Select Dividend ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
GPN / Global Payments Inc.
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
GNL / Global Net Lease, Inc.
NI / NiSource Inc.
SNOW / Snowflake Inc.
KO / The Coca-Cola Company
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
CRMT / America's Car-Mart, Inc.
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ZBH / Zimmer Biomet Holdings, Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
COP / ConocoPhillips
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
PEG / Public Service Enterprise Group Incorporated
PAYC / Paycom Software, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
COF / Capital One Financial Corporation
COMP / Compass, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MKTX / MarketAxess Holdings Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
TSLA / Tesla, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
WMB / The Williams Companies, Inc.
MRVL / Marvell Technology, Inc.
AVXL / Anavex Life Sciences Corp.
MCK / McKesson Corporation
CDNS / Cadence Design Systems, Inc.
VLO / Valero Energy Corporation
SLF / Sun Life Financial Inc.
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
GPI / Group 1 Automotive, Inc.
Z / Zillow Group, Inc.
FTNT / Fortinet, Inc.
AXP / American Express Company
SHW / The Sherwin-Williams Company
SIRI / Sirius XM Holdings Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
PEP / PepsiCo, Inc.
ABT / Abbott Laboratories
ADBE / Adobe Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
GE / General Electric Company
IONQ / IonQ, Inc.
AMAT / Applied Materials, Inc.
PLTR / Palantir Technologies Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
LLY / Eli Lilly and Company
PANW / Palo Alto Networks, Inc.
WMT / Walmart Inc.
SPY / State Street SPDR S&P 500 ETF Trust
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SHEL / Shell plc - Depositary Receipt (Common Stock)
MSTR / Strategy Inc
SLV / iShares Silver Trust
PPL / PPL Corporation
MS / Morgan Stanley
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SM / SM Energy Company
PATH / UiPath, Inc.
TY / Tri-Continental Corporation
FITB / Fifth Third Bancorp
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
CI / The Cigna Group
HRTG / Heritage Insurance Holdings, Inc.
FAD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Growth AlphaDEX Fund
ASAN / Asana, Inc.
LBRDK / Liberty Broadband Corporation
FSK / FS KKR Capital Corp.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DELL / Dell Technologies Inc.
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
CRWD / CrowdStrike Holdings, Inc.
U / Unity Software Inc.
PDT / John Hancock Premium Dividend Fund
HIVE / HIVE Digital Technologies Ltd.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
DFS / Discover Financial Services
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MSCI / MSCI Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
LBTYA / Liberty Global Ltd.
NBTB / NBT Bancorp Inc.
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
FE / FirstEnergy Corp.
IYR / iShares Trust - iShares U.S. Real Estate ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
POOL / Pool Corporation
ADP / Automatic Data Processing, Inc.
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
GPC / Genuine Parts Company
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
IIPR / Innovative Industrial Properties, Inc.
USB / U.S. Bancorp
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
GBTC / Grayscale Bitcoin Trust (BTC)
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
UPST / Upstart Holdings, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
ONON / On Holding AG
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
UNP / Union Pacific Corporation
DHI / D.R. Horton, Inc.
NVR / NVR, Inc.
CFLT / Confluent, Inc.
KD / Kyndryl Holdings, Inc.
BAX / Baxter International Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
RTX / RTX Corporation
MARA / MARA Holdings, Inc.
CLX / The Clorox Company
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
NOC / Northrop Grumman Corporation
WFC / Wells Fargo & Company
PSA / Public Storage
T / AT&T Inc.
SBUX / Starbucks Corporation
QQQ / Invesco QQQ Trust, Series 1
LPLA / LPL Financial Holdings Inc.
FLD / Fold Holdings, Inc.
SSYS / Stratasys Ltd.
URI / United Rentals, Inc.
HON / Honeywell International Inc.
TJX / The TJX Companies, Inc.
IDXX / IDEXX Laboratories, Inc.
MDT / Medtronic plc
NUE / Nucor Corporation
TGT / Target Corporation
APD / Air Products and Chemicals, Inc.
SYK / Stryker Corporation
CMI / Cummins Inc.
NKE / NIKE, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
MA / Mastercard Incorporated
TMO / Thermo Fisher Scientific Inc.
CMCSA / Comcast Corporation
WSO / Watsco, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SNPS / Synopsys, Inc.
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
ENB / Enbridge Inc.
D / Dominion Energy, Inc.
GLD / SPDR Gold Shares
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ORI / Old Republic International Corporation
INSG / Inseego Corp.
AMPY / Amplify Energy Corp.
CSX / CSX Corporation
AMT / American Tower Corporation
ALRM / Alarm.com Holdings, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
DUK / Duke Energy Corporation
HUT / Hut 8 Corp.
OFLX / Omega Flex, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
MRK / Merck & Co., Inc.
AON / Aon plc
XYZ / Block, Inc.
OVV / Ovintiv Inc.
CL / Colgate-Palmolive Company
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
WH / Wyndham Hotels & Resorts, Inc.
ALTM / Arcadium Lithium plc
ONTO / Onto Innovation Inc.
BIVI / BioVie Inc.
ED / Consolidated Edison, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
NSC / Norfolk Southern Corporation
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
BX / Blackstone Inc.
SPBO / SPDR Series Trust - State Street SPDR Portfolio Corporate Bond ETF
RBLX / Roblox Corporation
OTIS / Otis Worldwide Corporation
NBIS / Nebius Group N.V.
MBB / iShares Trust - iShares MBS ETF
BA / The Boeing Company
VZ / Verizon Communications Inc.
GME / GameStop Corp.
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
AMC / AMC Entertainment Holdings, Inc.
ALB / Albemarle Corporation
PFG / Principal Financial Group, Inc.
SG0 / FibroBiologics, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IBM / International Business Machines Corporation
TEL / TE Connectivity plc
F / Ford Motor Company
SYY / Sysco Corporation
PNC / The PNC Financial Services Group, Inc.
QCOM / QUALCOMM Incorporated
CAT / Caterpillar Inc.
TLRY / Tilray Brands, Inc.
VKTX / Viking Therapeutics, Inc.