Market Value232,591,635
Total Holdings648
File Date2025-02-14
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)
PSA / Public Storage
ABBV / AbbVie Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
AMSC / American Superconductor Corporation
HIG / The Hartford Insurance Group, Inc.
PEG / Public Service Enterprise Group Incorporated
PRIM / Primoris Services Corporation
HRL / Hormel Foods Corporation
MBB / iShares Trust - iShares MBS ETF
DTE / DTE Energy Company
ROKU / Roku, Inc.
MWA / Mueller Water Products, Inc.
PGR / The Progressive Corporation
PPL / PPL Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
WPC / W. P. Carey Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
TXRH / Texas Roadhouse, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
FICO / Fair Isaac Corporation
DE / Deere & Company
IXC / iShares Trust - iShares Global Energy ETF
KEYS / Keysight Technologies, Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
PARA / Paramount Global
DTM / DT Midstream, Inc.
945 / Manulife Financial Corporation
NTLA / Intellia Therapeutics, Inc.
PCAR / PACCAR Inc
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MO / Altria Group, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
KMI / Kinder Morgan, Inc.
AVK / Advent Convertible and Income Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
KEY / KeyCorp
CTAS / Cintas Corporation
VSGI.X / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VTR / Ventas, Inc.
T / AT&T Inc.
NLOP / Net Lease Office Properties
IHI / iShares Trust - iShares U.S. Medical Devices ETF
WPM / Wheaton Precious Metals Corp.
WEC / WEC Energy Group, Inc.
HLF / Herbalife Ltd.
CINF / Cincinnati Financial Corporation
TRP / TC Energy Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
ENV / Envestnet, Inc.
EXC / Exelon Corporation
POWL / Powell Industries, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
TOL / Toll Brothers, Inc.
GWW / W.W. Grainger, Inc.
BRK.B / Berkshire Hathaway Inc.
SHW / The Sherwin-Williams Company
ELF / e.l.f. Beauty, Inc.
DBRG / DigitalBridge Group, Inc.
SPOK / Spok Holdings, Inc.
FCX / Freeport-McMoRan Inc.
PHD / Pioneer Floating Rate Fund, Inc.
IT / Gartner, Inc.
ARES / Ares Management Corporation
MSFT / Microsoft Corporation
ETN / Eaton Corporation plc
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
AAPL / Apple Inc.
ESS / Essex Property Trust, Inc.
GOF / Guggenheim Strategic Opportunities Fund
LLY / Eli Lilly and Company
AMD / Advanced Micro Devices, Inc.
INTC / Intel Corporation
VKTX / Viking Therapeutics, Inc.
AJG / Arthur J. Gallagher & Co.
XYZ / Block, Inc.
F / Ford Motor Company
AWK / American Water Works Company, Inc.
COST / Costco Wholesale Corporation
TRGP / Targa Resources Corp.
GPC / Genuine Parts Company
KO / The Coca-Cola Company
KIM / Kimco Realty Corporation
WMT / Walmart Inc.
AHR / American Healthcare REIT, Inc.
ADP / Automatic Data Processing, Inc.
DDOG / Datadog, Inc.
TMUS / T-Mobile US, Inc.
RCL / Royal Caribbean Cruises Ltd.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
DD / DuPont de Nemours, Inc.
USB / U.S. Bancorp
PPG / PPG Industries, Inc.
PSX / Phillips 66
IR / Ingersoll Rand Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MP / MP Materials Corp.
CSX / CSX Corporation
ANET / Arista Networks, Inc.
JOBY / Joby Aviation, Inc.
MLKN / MillerKnoll, Inc.
SYK / Stryker Corporation
DJT / Trump Media & Technology Group Corp.
AMTM / Amentum Holdings, Inc.
D / Dominion Energy, Inc.
AXP / American Express Company
CHD / Church & Dwight Co., Inc.
DHR / Danaher Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
LOW / Lowe's Companies, Inc.
TRI / Thomson Reuters Corporation
RWR / SPDR Series Trust - State Street SPDR Dow Jones REIT ETF
MPC / Marathon Petroleum Corporation
RTX / RTX Corporation
MCD / McDonald's Corporation
HD / The Home Depot, Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LOAR / Loar Holdings Inc.
WMB / The Williams Companies, Inc.
CARR / Carrier Global Corporation
AES / The AES Corporation
IDXX / IDEXX Laboratories, Inc.
SBUX / Starbucks Corporation
PEP / PepsiCo, Inc.
BHF / Brighthouse Financial, Inc.
MSCI / MSCI Inc.
MA / Mastercard Incorporated
FAST / Fastenal Company
CAT / Caterpillar Inc.
DVY / iShares Trust - iShares Select Dividend ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
PNR / Pentair plc
TSCO / Tractor Supply Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
TDG / TransDigm Group Incorporated
MDLZ / Mondelez International, Inc.
HBAN / Huntington Bancshares Incorporated
CVX / Chevron Corporation
UPS / United Parcel Service, Inc.
POOL / Pool Corporation
ABT / Abbott Laboratories
GD / General Dynamics Corporation
FTNT / Fortinet, Inc.
TGT / Target Corporation
CALM / Cal-Maine Foods, Inc.
C / Citigroup Inc.
LCTU / BlackRock ETF Trust - iShares U.S. Carbon Transition Readiness Aware Active ETF
INGR / Ingredion Incorporated
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
IBKR / Interactive Brokers Group, Inc.
CRTO / Criteo S.A. - Depositary Receipt (Common Stock)
NDSN / Nordson Corporation
UTHR / United Therapeutics Corporation
IAU / iShares Gold Trust
ROP / Roper Technologies, Inc.
BIPC / Brookfield Infrastructure Corporation
AU / AngloGold Ashanti plc
CEF / Sprott Physical Gold and Silver Trust
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
NVCR / NovoCure Limited
EIX / Edison International
IONQ / IonQ, Inc.
HUMA / Humacyte, Inc.
REZI / Resideo Technologies, Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
BK / The Bank of New York Mellon Corporation
KLIC / Kulicke and Soffa Industries, Inc.
MET / MetLife, Inc.
GOOG / Alphabet Inc.
JKHY / Jack Henry & Associates, Inc.
WFC / Wells Fargo & Company
CEG / Constellation Energy Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
GNL / Global Net Lease, Inc.
KGCRF / Kinross Gold Corporation - Equity Right
RMD / ResMed Inc.
ETR / Entergy Corporation
QS / QuantumScape Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
OXY / Occidental Petroleum Corporation
BYRN / Byrna Technologies Inc.
WM / Waste Management, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
WHR / Whirlpool Corporation
AVGO / Broadcom Inc.
AMCR / Amcor plc
UHT / Universal Health Realty Income Trust
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
PFE / Pfizer Inc.
GLD / SPDR Gold Shares
AZO / AutoZone, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MTD / Mettler-Toledo International Inc.
LAMR / Lamar Advertising Company
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
BLK / BlackRock, Inc.
SPGI / S&P Global Inc.
ULTA / Ulta Beauty, Inc.
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
DHI / D.R. Horton, Inc.
CCJ / Cameco Corporation
ACN / Accenture plc
STRO / Sutro Biopharma, Inc.
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
FSK / FS KKR Capital Corp.
DIS / The Walt Disney Company
IWM / iShares Trust - iShares Russell 2000 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
WST / West Pharmaceutical Services, Inc.
GIB.A / CGI Inc.
KVUE / Kenvue Inc.
HII / Huntington Ingalls Industries, Inc.
IRT / Independence Realty Trust, Inc.
SPXC / SPX Technologies, Inc.
SN / SharkNinja, Inc.
WULF / TeraWulf Inc.
GIC / Global Industrial Company
DFS / Discover Financial Services
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
CHRD / Chord Energy Corporation
GOLD / Gold.com, Inc.
EQH / Equitable Holdings, Inc.
PSN / Parsons Corporation
CWAN / Clearwater Analytics Holdings, Inc.
BWMX / Betterware de México, S.A.P.I. de C.V.
HL / Hecla Mining Company
FITB / Fifth Third Bancorp
EGY / VAALCO Energy, Inc.
MTTR / Matterport, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
PHT / Pioneer High Income Fund, Inc.
GIS / General Mills, Inc.
EVV / Eaton Vance Limited Duration Income Fund
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
CPB / The Campbell's Company
VLTO / Veralto Corporation
CSF / Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
HSIC / Henry Schein, Inc.
SWK / Stanley Black & Decker, Inc.
KKR / KKR & Co. Inc.
AMGN / Amgen Inc.
CNI / Canadian National Railway Company
UAL / United Airlines Holdings, Inc.
NUE / Nucor Corporation
CHRW / C.H. Robinson Worldwide, Inc.
ICE / Intercontinental Exchange, Inc.
ADM / Archer-Daniels-Midland Company
BAC / Bank of America Corporation
ACP / Abrdn Income Credit Strategies Fund
EMBJ / Embraer S.A. - Depositary Receipt (Common Stock)
IGD / Voya Global Equity Dividend and Premium Opportunity Fund
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
QQQ / Invesco QQQ Trust, Series 1
PM / Philip Morris International Inc.
GLPI / Gaming and Leisure Properties, Inc.
OBDC / Blue Owl Capital Corporation
WPRT / Westport Fuel Systems Inc.
BRK.A / Berkshire Hathaway Inc.
CCL / Carnival Corporation Ltd.
TDOC / Teladoc Health, Inc.
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
SCHW / The Charles Schwab Corporation
CFO / Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
UNP / Union Pacific Corporation
CRSP / CRISPR Therapeutics AG
CRS / Carpenter Technology Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
AMAT / Applied Materials, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FSCO / FS Credit Opportunities Corp.
EFA / iShares Trust - iShares MSCI EAFE ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SO / The Southern Company
PKST / Peakstone Realty Trust
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
PLUG / Plug Power Inc.
FIX / Comfort Systems USA, Inc.
EME / EMCOR Group, Inc.
KMB / Kimberly-Clark Corporation
BFB / Brown-Forman Corp. - Class B
RDDT / Reddit, Inc.
CFG / Citizens Financial Group, Inc.
CNQ / Canadian Natural Resources Limited
META / Meta Platforms, Inc.
LRN / Stride, Inc.
GHC / Graham Holdings Company
DOCS / Doximity, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
SOLV / Solventum Corporation
ECG / Everus Construction Group, Inc.
CRM / Salesforce, Inc.
TSLA / Tesla, Inc.
BRSP / BrightSpire Capital, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SGDM / Sprott Funds Trust - Sprott Gold Miners ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
MGA / Magna International Inc.
EXPD / Expeditors International of Washington, Inc.
SILJ / Amplify ETF Trust - Amplify Junior Silver Miners ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
RGTI / Rigetti Computing, Inc.
AGI / Alamos Gold Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
ENB / Enbridge Inc.
VNT / Vontier Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
CHI / Calamos Convertible Opportunities and Income Fund
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
CLF / Cleveland-Cliffs Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VST / Vistra Corp.
NKE / NIKE, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
GBTC / Grayscale Bitcoin Trust (BTC)
GS / The Goldman Sachs Group, Inc.
CMI / Cummins Inc.
LCTD / BlackRock ETF Trust - iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
NVDA / NVIDIA Corporation
PACB / Pacific Biosciences of California, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
NLY / Annaly Capital Management, Inc.
TER / Teradyne, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
TWLO / Twilio Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
AEM / Agnico Eagle Mines Limited
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IYG / iShares Trust - iShares U.S. Financial Services ETF
SDGR / Schrödinger, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
ARKK / ARK ETF Trust - ARK Innovation ETF
NFLX / Netflix, Inc.
INTU / Intuit Inc.
CAN / Canaan Inc. - Depositary Receipt (Common Stock)
MMM / 3M Company
BWX / SPDR Series Trust - State Street SPDR Bloomberg International Treasury Bond ETF
VRT / Vertiv Holdings Co
HPQ / HP Inc.
OGS / ONE Gas, Inc.
TROW / T. Rowe Price Group, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
LNC / Lincoln National Corporation
MS / Morgan Stanley
CRBU / Caribou Biosciences, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
HWM / Howmet Aerospace Inc.
CL / Colgate-Palmolive Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SMR / NuScale Power Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
FNF / Fidelity National Financial, Inc.
GM / General Motors Company
HSY / The Hershey Company
FLS / Flowserve Corporation
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
WTFC / Wintrust Financial Corporation
PNC / The PNC Financial Services Group, Inc.
TECK / Teck Resources Limited
MMYT / MakeMyTrip Limited
BDX / Becton, Dickinson and Company
KR / The Kroger Co.
ALAB / Astera Labs, Inc.
CVE / Cenovus Energy Inc.
SW / Smurfit Westrock Plc
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
ATR / AptarGroup, Inc.
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
PAA / Plains All American Pipeline, L.P. - Limited Partnership
WAT / Waters Corporation
IBIT / iShares Bitcoin Trust ETF
OVV / Ovintiv Inc.
GFI / Gold Fields Limited - Depositary Receipt (Common Stock)
IBM / International Business Machines Corporation
SFM / Sprouts Farmers Market, Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
STLD / Steel Dynamics, Inc.
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
CHKP / Check Point Software Technologies Ltd.
CION / CION Investment Corporation
WBD / Warner Bros. Discovery, Inc.
WBA / Walgreens Boots Alliance, Inc.
GIL / Gildan Activewear Inc.
SKY / Champion Homes, Inc.
MBC / MasterBrand, Inc.
WING / Wingstop Inc.
PRGS / Progress Software Corporation
NSP / Insperity, Inc.
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
STEP / StepStone Group Inc.
AGQ / ProShares Trust II - ProShares Ultra Silver
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CORT / Corcept Therapeutics Incorporated
ECL / Ecolab Inc.
UNM / Unum Group
ATO / Atmos Energy Corporation
FBIN / Fortune Brands Innovations, Inc.
CLX / The Clorox Company
ORLY / O'Reilly Automotive, Inc.
NI / NiSource Inc.
CRDO / Credo Technology Group Holding Ltd
HST / Host Hotels & Resorts, Inc.
TT / Trane Technologies plc
DGX / Quest Diagnostics Incorporated
TKR / The Timken Company
COIN / Coinbase Global, Inc.
MNST / Monster Beverage Corporation
ROK / Rockwell Automation, Inc.
AGNC / AGNC Investment Corp.
ITW / Illinois Tool Works Inc.
PWR / Quanta Services, Inc.
0LOS / Vanguard Index Funds - Vanguard Total Stock Market ETF
PCG / PG&E Corporation
CWEN / Clearway Energy, Inc.
ASIX / AdvanSix Inc.
FTS / Fortis Inc.
CMS / CMS Energy Corporation
SIRI / Sirius XM Holdings Inc.
CCI / Crown Castle Inc.
V / Visa Inc.
BSX / Boston Scientific Corporation
UROY / Uranium Royalty Corp.
DECK / Deckers Outdoor Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
WAY / Waystar Holding Corp.
JCI / Johnson Controls International plc
OMF / OneMain Holdings, Inc.
SAND / Sandstorm Gold Ltd.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
SOBCF / South Bow Corporation
PINS / Pinterest, Inc.
BTSG / BrightSpring Health Services, Inc.
JPC / Nuveen Preferred & Income Opportunities Fund
TGTX / TG Therapeutics, Inc.
PHYL / PGIM ETF Trust - PGIM Active High Yield Bond ETF
UPST / Upstart Holdings, Inc.
FDP / Fresh Del Monte Produce Inc.
SCS / Steelcase Inc.
LHX / L3Harris Technologies, Inc.
HAS / Hasbro, Inc.
BEAM / Beam Therapeutics Inc.
BITF / Bitfarms Ltd.
ACIW / ACI Worldwide, Inc.
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
IYW / iShares Trust - iShares U.S. Technology ETF
ES / Eversource Energy
SHOP / Shopify Inc.
CLNE / Clean Energy Fuels Corp.
IXP / iShares Trust - iShares Global Comm Services ETF
GEHC / GE HealthCare Technologies Inc.
ANF / Abercrombie & Fitch Co.
GTX / Garrett Motion Inc.
GNTX / Gentex Corporation
CME / CME Group Inc.
PRU / Prudential Financial, Inc.
NEE / NextEra Energy, Inc.
HQH / Abrdn Healthcare Investors
O / Realty Income Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
EDIT / Editas Medicine, Inc.
BE / Bloom Energy Corporation
SNOW / Snowflake Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
BRCC / BRC Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
PNTG / The Pennant Group, Inc.
BTDR / Bitdeer Technologies Group
BIPC / Brookfield Infrastructure Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CELH / Celsius Holdings, Inc.
CVS / CVS Health Corporation
KVYO / Klaviyo, Inc.
RKLB / Rocket Lab Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
DLR / Digital Realty Trust, Inc.
WGS / GeneDx Holdings Corp.
AOD / Abrdn Total Dynamic Dividend Fund
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
MRO / Marathon Oil Corporation
CSWC / Capital Southwest Corporation
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
NU / Nu Holdings Ltd.
NWE / NorthWestern Energy Group, Inc.
DFLI / Dragonfly Energy Holdings Corp.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
PTVE / Pactiv Evergreen Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
BTC / Grayscale Bitcoin Mini Trust
ROOF / New York Life Investments ETF Trust - NYLI CBRE NextGen Real Estate ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
SILA / Sila Realty Trust, Inc.
HITI / High Tide Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
MAN / ManpowerGroup Inc.
YOU / Clear Secure, Inc.
LBTYA / Liberty Global Ltd.
VIST / Vista Energy, S.A.B. de C.V. - Depositary Receipt (Common Stock)
WLDN / Willdan Group, Inc.
ROL / Rollins, Inc.
QTUM / ETF Series Solutions - Defiance Quantum ETF
DXC / DXC Technology Company
DDD / 3D Systems Corporation
DWX / SPDR Index Shares Funds - State Street SPDR S&P International Dividend ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SYY / Sysco Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
FN / Fabrinet
FBRT / Franklin BSP Realty Trust, Inc.
COKE / Coca-Cola Consolidated, Inc.
VLO / Valero Energy Corporation
ABR / Arbor Realty Trust, Inc.
EVR / Evercore Inc.
HLNE / Hamilton Lane Incorporated
DRS / Leonardo DRS, Inc.
IEX / IDEX Corporation
ICVT / iShares Trust - iShares Convertible Bond ETF
ALSN / Allison Transmission Holdings, Inc.
ANSS / ANSYS, Inc.
DOC / Healthpeak Properties, Inc.
VERX / Vertex, Inc.
CP / Canadian Pacific Kansas City Limited
DOV / Dover Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ACCO / ACCO Brands Corporation
GAB / The Gabelli Equity Trust Inc.
ASTS / AST SpaceMobile, Inc.
AGO / Assured Guaranty Ltd.
JEF / Jefferies Financial Group Inc.
LDOS / Leidos Holdings, Inc.
EMN / Eastman Chemical Company
TVTX / Travere Therapeutics, Inc.
NEM / Newmont Corporation
UTL / Unitil Corporation
DCI / Donaldson Company, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
DKS / DICK'S Sporting Goods, Inc.
GLDW / Roundhill ETF Trust - Roundhill Gold WeeklyPay ETF
FTAI / FTAI Aviation Ltd.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AOS / A. O. Smith Corporation
ESPR / Esperion Therapeutics, Inc.
RS / Reliance, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PG / The Procter & Gamble Company
BN / Brookfield Corporation
SPY / State Street SPDR S&P 500 ETF Trust
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
ISRG / Intuitive Surgical, Inc.
PAAS / Pan American Silver Corp.
NTRA / Natera, Inc.
SU / Suncor Energy Inc.
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
AROC / Archrock, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
LOAN / Manhattan Bridge Capital, Inc.
TFFP / TFF Pharmaceuticals, Inc.
AGX / Argan, Inc.
RCAT / Red Cat Holdings, Inc.
PI / Impinj, Inc.
CLS / Celestica Inc.
GWRE / Guidewire Software, Inc.
AAL / American Airlines Group Inc.
OEF / iShares Trust - iShares S&P 100 ETF
SMCI / Super Micro Computer, Inc.
SVM / Silvercorp Metals Inc.
FDX / FedEx Corporation
IP / International Paper Company
CAVA / CAVA Group, Inc.
BTZ / BlackRock Credit Allocation Income Trust
FE / FirstEnergy Corp.
AMZN / Amazon.com, Inc.
PAYX / Paychex, Inc.
CLBT / Cellebrite DI Ltd.
BTC / Grayscale Bitcoin Mini Trust
MRX / Marex Group plc
SNAP / Snap Inc.
FISV / Fiserv, Inc.
UNH / UnitedHealth Group Incorporated
ARTY / iShares Trust - iShares Future AI & Tech ETF
STX / Seagate Technology Holdings plc
LNT / Alliant Energy Corporation
CTVA / Corteva, Inc.
SYM / Symbotic Inc.
GRAL / GRAIL, Inc.
HPE / Hewlett Packard Enterprise Company
MRK / Merck & Co., Inc.
ABNB / Airbnb, Inc.
SLV / iShares Silver Trust
TJX / The TJX Companies, Inc.
FDS / FactSet Research Systems Inc.
SRE / Sempra
PRGO / Perrigo Company plc
GE / General Electric Company
BR / Broadridge Financial Solutions, Inc.
ED / Consolidated Edison, Inc.
MKC / McCormick & Company, Incorporated
CMCSA / Comcast Corporation
GLW / Corning Incorporated
EMR / Emerson Electric Co.
BMY / Bristol-Myers Squibb Company
DNA / Ginkgo Bioworks Holdings, Inc.
VTRS / Viatris Inc.
TRV / The Travelers Companies, Inc.
CSCO / Cisco Systems, Inc.
PH / Parker-Hannifin Corporation
BKH / Black Hills Corporation
AFL / Aflac Incorporated
JNJ / Johnson & Johnson
AEP / American Electric Power Company, Inc.
OKE / ONEOK, Inc.
CAH / Cardinal Health, Inc.
J / Jacobs Solutions Inc.
BEN / Franklin Resources, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
COR / Cencora, Inc.
QCOM / QUALCOMM Incorporated
SJM / The J. M. Smucker Company
KDP / Keurig Dr Pepper Inc.
COP / ConocoPhillips
AMT / American Tower Corporation
KHC / The Kraft Heinz Company
NSC / Norfolk Southern Corporation
HON / Honeywell International Inc.
ILMN / Illumina, Inc.
PNW / Pinnacle West Capital Corporation
AEE / Ameren Corporation
CB / Chubb Limited
ORCL / Oracle Corporation
CE / Celanese Corporation
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
MDU / MDU Resources Group, Inc.
EVRG / Evergy, Inc.
LAND / Gladstone Land Corporation
ENPH / Enphase Energy, Inc.
AXON / Axon Enterprise, Inc.
APD / Air Products and Chemicals, Inc.
BA / The Boeing Company
ALB / Albemarle Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
OHI / Omega Healthcare Investors, Inc.
DUK / Duke Energy Corporation
FRT / Federal Realty Investment Trust
SUI / Sun Communities, Inc.
OTIS / Otis Worldwide Corporation
LIN / Linde plc
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
CNP / CenterPoint Energy, Inc.
GEV / GE Vernova Inc.
PLTR / Palantir Technologies Inc.
MRNA / Moderna, Inc.
NTNX / Nutanix, Inc.
GOOGL / Alphabet Inc.
ALL / The Allstate Corporation
TXN / Texas Instruments Incorporated
PLD / Prologis, Inc.
VZ / Verizon Communications Inc.
JPM / JPMorgan Chase & Co.
DOW / Dow Inc.
ADI / Analog Devices, Inc.
TMO / Thermo Fisher Scientific Inc.
XOM / Exxon Mobil Corporation
MDT / Medtronic plc
ADBE / Adobe Inc.
LRCX / Lam Research Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
LMT / Lockheed Martin Corporation
BWXT / BWX Technologies, Inc.
GILD / Gilead Sciences, Inc.
BRO / Brown & Brown, Inc.
OGE / OGE Energy Corp.