Market Value245,325,356
Total Holdings428
File Date2024-10-28
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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NVDA / NVIDIA Corporation
ORLY / O'Reilly Automotive, Inc.
VZ / Verizon Communications Inc.
AES / The AES Corporation
UPS / United Parcel Service, Inc.
ARWR / Arrowhead Pharmaceuticals, Inc.
TMO / Thermo Fisher Scientific Inc.
NKE / NIKE, Inc.
AMZN / Amazon.com, Inc.
CVX / Chevron Corporation
ZTS / Zoetis Inc.
BKCH / Global X Funds - Global X Blockchain ETF
SPG / Simon Property Group, Inc.
GPC / Genuine Parts Company
RVTY / Revvity, Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
A / Agilent Technologies, Inc.
SWAV / Shockwave Medical, Inc.
MDLZ / Mondelez International, Inc.
QRVO / Qorvo, Inc.
MTB / M&T Bank Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
PPG / PPG Industries, Inc.
MNST / Monster Beverage Corporation
INTU / Intuit Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PSX / Phillips 66
MSI / Motorola Solutions, Inc.
NM / Navios Maritime Holdings, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
XIFR / XPLR Infrastructure, LP - Limited Partnership
ADBE / Adobe Inc.
UTZ / Utz Brands, Inc.
BCYC / Bicycle Therapeutics plc - Depositary Receipt (Common Stock)
LRGE / Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF
PANW / Palo Alto Networks, Inc.
WEC / WEC Energy Group, Inc.
BDX / Becton, Dickinson and Company
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ATVI / Activision Blizzard Inc
IBB / iShares Trust - iShares Biotechnology ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
LHX / L3Harris Technologies, Inc.
QS / QuantumScape Corporation
AMP / Ameriprise Financial, Inc.
PRU / Prudential Financial, Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
APD / Air Products and Chemicals, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
WMT / Walmart Inc.
SONO / Sonos, Inc.
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
PULM / Pulmatrix, Inc.
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
SIRIUSXM HOLDINGS INC COM / Stock (82966U103)
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
CE / Celanese Corporation
BAX / Baxter International Inc.
STZ / Constellation Brands, Inc.
ABT / Abbott Laboratories
IVV / iShares Trust - iShares Core S&P 500 ETF
KEL / Kellanova
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
ETN / Eaton Corporation plc
SBUX / Starbucks Corporation
CINF / Cincinnati Financial Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MUB / iShares Trust - iShares National Muni Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
FNKO / Funko, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
DVY / iShares Trust - iShares Select Dividend ETF
CACG / Legg Mason ETF Investment Trust - ClearBridge All Cap Growth ESG ETF
MUC / BlackRock MuniHoldings California Quality Fund, Inc.
TDTF / FlexShares Trust - FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
IVT / InvenTrust Properties Corp.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
APTV / Aptiv PLC
WKSP / Worksport Ltd.
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
CHIQ / Global X Funds - Global X MSCI China Consumer Discretionary ETF
BLNK / Blink Charging Co.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
MSFT / Microsoft Corporation
CSGP / CoStar Group, Inc.
ZS / Zscaler, Inc.
ELV / Elevance Health, Inc.
LUMN / Lumen Technologies, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
AMD / Advanced Micro Devices, Inc.
ICE / Intercontinental Exchange, Inc.
SNOW / Snowflake Inc.
HON / Honeywell International Inc.
LUV / Southwest Airlines Co.
EWY / iShares, Inc. - iShares MSCI South Korea ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
IXN / iShares Trust - iShares Global Tech ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ROST / Ross Stores, Inc.
WAT / Waters Corporation
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
BMY / Bristol-Myers Squibb Company
SYK / Stryker Corporation
BBY / Best Buy Co., Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
EIX / Edison International
TSLA / Tesla, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
INTC / Intel Corporation
EXC / Exelon Corporation
EG / Everest Group, Ltd.
GOOG / Alphabet Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
REGN / Regeneron Pharmaceuticals, Inc.
PYPL / PayPal Holdings, Inc.
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
UAL / United Airlines Holdings, Inc.
WYNN / Wynn Resorts, Limited
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
ALL / The Allstate Corporation
KR / The Kroger Co.
DE / Deere & Company
SO / The Southern Company
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
DG / Dollar General Corporation
GE / General Electric Company
DOW / Dow Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
TROW / T. Rowe Price Group, Inc.
TMUS / T-Mobile US, Inc.
IR / Ingersoll Rand Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
WTW / Willis Towers Watson Public Limited Company
ENB / Enbridge Inc.
BSX / Boston Scientific Corporation
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
ABBV / AbbVie Inc.
BA / The Boeing Company
D / Dominion Energy, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
IRM / Iron Mountain Incorporated
CSX / CSX Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SHOP / Shopify Inc.
WBD / Warner Bros. Discovery, Inc.
KLAC / KLA Corporation
DD / DuPont de Nemours, Inc.
BRK.B / Berkshire Hathaway Inc.
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
PSA / Public Storage
GSG / iShares S&P GSCI Commodity-Indexed Trust
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CLIP / Global X Funds - Global X 1-3 Month T-Bill ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IVW / iShares Trust - iShares S&P 500 Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
FLG / Flagstar Bank, National Association
EA / Electronic Arts Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
WM / Waste Management, Inc.
MMM / 3M Company
VFC / V.F. Corporation
PKG / Packaging Corporation of America
TT / Trane Technologies plc
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
NOW / ServiceNow, Inc.
HST / Host Hotels & Resorts, Inc.
CVS / CVS Health Corporation
MTD / Mettler-Toledo International Inc.
TEL / TE Connectivity plc
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SNSR / Global X Funds - Global X Internet of Things ETF
MAS / Masco Corporation
NET / Cloudflare, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
MLM / Martin Marietta Materials, Inc.
WELL / Welltower Inc.
PM / Philip Morris International Inc.
HOOD / Robinhood Markets, Inc.
UNP / Union Pacific Corporation
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
CMF / iShares Trust - iShares California Muni Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BAC / Bank of America Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ACN / Accenture plc
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
MNKD / MannKind Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
CALX / Calix, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
TLRY / Tilray Brands, Inc.
CDL / Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
GEHC / GE HealthCare Technologies Inc.
POOL / Pool Corporation
FISV / Fiserv, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
CFG / Citizens Financial Group, Inc.
AMT / American Tower Corporation
MSCI / MSCI Inc.
VLO / Valero Energy Corporation
CL / Colgate-Palmolive Company
ESGG / FlexShares Trust - FlexShares STOXX Global ESG Select Index Fund
MMC / Marsh & McLennan Companies, Inc.
RTX / RTX Corporation
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
UHS / Universal Health Services, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
DGX / Quest Diagnostics Incorporated
NAC / Nuveen California Quality Municipal Income Fund
DXCM / DexCom, Inc.
CEG / Constellation Energy Corporation
EWW / iShares, Inc. - iShares MSCI Mexico ETF
YUM / Yum! Brands, Inc.
CDW / CDW Corporation
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
AFL / Aflac Incorporated
BILS / SPDR Series Trust - State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BITB / Bitwise Bitcoin ETF
TDG / TransDigm Group Incorporated
RBLX / Roblox Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
USB / U.S. Bancorp
GS / The Goldman Sachs Group, Inc.
TJX / The TJX Companies, Inc.
EW / Edwards Lifesciences Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
WY / Weyerhaeuser Company
LRCX / Lam Research Corporation
ENPH / Enphase Energy, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
MDB / MongoDB, Inc.
PH / Parker-Hannifin Corporation
FCX / Freeport-McMoRan Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
AAPL / Apple Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
TTD / The Trade Desk, Inc.
PG / The Procter & Gamble Company
MCD / McDonald's Corporation
VTR / Ventas, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
FDS / FactSet Research Systems Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
C / Citigroup Inc.
BRK.A / Berkshire Hathaway Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ETSY / Etsy, Inc.
ESTC / Elastic N.V.
GXTG / Global X Funds - Global X Thematic Growth ETF
POWR / iShares, Inc. - iShares U.S. Power Infrastructure ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
DAL / Delta Air Lines, Inc.
GLW / Corning Incorporated
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
CNXC / Concentrix Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CLX / The Clorox Company
MRNA / Moderna, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
OGN / Organon & Co.
PLD / Prologis, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
PPLT / abrdn Platinum ETF Trust - abrdn Physical Platinum Shares ETF
TIP / iShares Trust - iShares TIPS Bond ETF
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
DIS / The Walt Disney Company
XYZ / Block, Inc.
SPGI / S&P Global Inc.
NFLX / Netflix, Inc.
QCOM / QUALCOMM Incorporated
RSX / VanEck ETF Trust - VanEck Russia ETF
V / Visa Inc.
COP / ConocoPhillips
LCID / Lucid Group, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
CARR / Carrier Global Corporation
GLD / SPDR Gold Shares
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
GWW / W.W. Grainger, Inc.
AWK / American Water Works Company, Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
AIG / American International Group, Inc.
GSL / Global Ship Lease, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
AVB / AvalonBay Communities, Inc.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
HERO / Global X Funds - Global X Video Games & Esports ETF
FANG / Diamondback Energy, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
BR / Broadridge Financial Solutions, Inc.
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
ROKU / Roku, Inc.
PLTR / Palantir Technologies Inc.
GILD / Gilead Sciences, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
MDT / Medtronic plc
COST / Costco Wholesale Corporation
AAL / American Airlines Group Inc.
GOOGL / Alphabet Inc.
NEM / Newmont Corporation
T / AT&T Inc.
DLR / Digital Realty Trust, Inc.
UPST / Upstart Holdings, Inc.
MRVL / Marvell Technology, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
RWR / SPDR Series Trust - State Street SPDR Dow Jones REIT ETF
MCK / McKesson Corporation
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
MBB / iShares Trust - iShares MBS ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
RIVN / Rivian Automotive, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
MA / Mastercard Incorporated
MET / MetLife, Inc.
EBAY / eBay Inc.
TGT / Target Corporation
MU / Micron Technology, Inc.
LMT / Lockheed Martin Corporation
COIN / Coinbase Global, Inc.
UNH / UnitedHealth Group Incorporated
F / Ford Motor Company
CAT / Caterpillar Inc.
JNJ / Johnson & Johnson
KO / The Coca-Cola Company
WFC / Wells Fargo & Company
NSC / Norfolk Southern Corporation
GM / General Motors Company
LLY / Eli Lilly and Company
QQQ / Invesco QQQ Trust, Series 1
HD / The Home Depot, Inc.
EXPE / Expedia Group, Inc.
BLK / BlackRock, Inc.
ORCL / Oracle Corporation
TQQQ / ProShares Trust - ProShares UltraPro QQQ
PEP / PepsiCo, Inc.
META / Meta Platforms, Inc.
SWKS / Skyworks Solutions, Inc.
KMI / Kinder Morgan, Inc.
VLTO / Veralto Corporation
MRK / Merck & Co., Inc.
XOM / Exxon Mobil Corporation
WAB / Westinghouse Air Brake Technologies Corporation
CI / The Cigna Group
AVGO / Broadcom Inc.
PNC / The PNC Financial Services Group, Inc.
CAG / Conagra Brands, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
LIN / Linde plc
KHC / The Kraft Heinz Company
DELL / Dell Technologies Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
CRM / Salesforce, Inc.
TSCO / Tractor Supply Company
IBM / International Business Machines Corporation
GD / General Dynamics Corporation
PFE / Pfizer Inc.
AON / Aon plc
EMR / Emerson Electric Co.
VMC / Vulcan Materials Company
AXP / American Express Company
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
ADM / Archer-Daniels-Midland Company
ADP / Automatic Data Processing, Inc.
AMAT / Applied Materials, Inc.
SCHW / The Charles Schwab Corporation
NXPI / NXP Semiconductors N.V.
PAYX / Paychex, Inc.
CSCO / Cisco Systems, Inc.
MPC / Marathon Petroleum Corporation
MCO / Moody's Corporation
CTAS / Cintas Corporation
OPK / OPKO Health, Inc.
ADSK / Autodesk, Inc.
VICI / VICI Properties Inc.
NEE / NextEra Energy, Inc.
AZO / AutoZone, Inc.
TXN / Texas Instruments Incorporated
SLB / SLB N.V.
HAL / Halliburton Company
MS / Morgan Stanley
ADI / Analog Devices, Inc.
JPM / JPMorgan Chase & Co.
REG / Regency Centers Corporation
CMCSA / Comcast Corporation
SNX / TD SYNNEX Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
ZM / Zoom Communications, Inc.
SRE / Sempra
FDX / FedEx Corporation
HPE / Hewlett Packard Enterprise Company
DOV / Dover Corporation
SYF / Synchrony Financial
EQIX / Equinix, Inc.
O / Realty Income Corporation
EFX / Equifax Inc.
CB / Chubb Limited
AEE / Ameren Corporation
NUE / Nucor Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
CCL / Carnival Corporation Ltd.
ES / Eversource Energy
CHD / Church & Dwight Co., Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
HWM / Howmet Aerospace Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
EOG / EOG Resources, Inc.
ECL / Ecolab Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PGR / The Progressive Corporation
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
AMGN / Amgen Inc.
COF / Capital One Financial Corporation
LOW / Lowe's Companies, Inc.
ITW / Illinois Tool Works Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CNP / CenterPoint Energy, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
HUYA / HUYA Inc. - Depositary Receipt (Common Stock)
SYY / Sysco Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
TRV / The Travelers Companies, Inc.
RDNT / RadNet, Inc.
IAU / iShares Gold Trust
AEP / American Electric Power Company, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
EMBC / Embecta Corp.
SEM / Select Medical Holdings Corporation
FTV / Fortive Corporation
AVY / Avery Dennison Corporation
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
GBTC / Grayscale Bitcoin Trust (BTC)