Market Value265,382,830
Total Holdings570
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
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Current Value
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NVDA / NVIDIA Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
PCG / PG&E 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.
AWK / American Water Works Company, Inc.
AMZN / Amazon.com, Inc.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
TSCO / Tractor Supply Company
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
QCOM / QUALCOMM Incorporated
A / Agilent Technologies, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
RCL / Royal Caribbean Cruises Ltd.
BSX / Boston Scientific Corporation
MDLZ / Mondelez International, Inc.
MTB / M&T Bank Corporation
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
KVUE / Kenvue Inc.
PPG / PPG Industries, Inc.
INTU / Intuit Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VRSK / Verisk Analytics, Inc.
PSX / Phillips 66
MSI / Motorola Solutions, Inc.
DVN / Devon Energy Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ADBE / Adobe Inc.
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
PANW / Palo Alto Networks, Inc.
RDY / Dr. Reddy's Laboratories Limited - Depositary Receipt (Common Stock)
KEL / Kellanova
BDX / Becton, Dickinson and Company
CARR / Carrier Global Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
IBB / iShares Trust - iShares Biotechnology ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
ISRG / Intuitive Surgical, Inc.
LHX / L3Harris Technologies, Inc.
AMP / Ameriprise Financial, Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
APD / Air Products and Chemicals, Inc.
WMT / Walmart Inc.
PULM / Pulmatrix, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
FNKO / Funko, Inc.
CVMC.A / Sila Realty Trust, Inc.
XP / XP Inc.
CB / Chubb Limited
EL / The Estée Lauder Companies Inc.
CE / Celanese Corporation
SIRIUSXM HOLDINGS INC COM / Stock (82966U103)
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
STZ / Constellation Brands, Inc.
ABT / Abbott Laboratories
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
PG / The Procter & Gamble Company
GRMN / Garmin Ltd.
IVV / iShares Trust - iShares Core S&P 500 ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
SONO / Sonos, Inc.
SCHW / The Charles Schwab Corporation
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
LYB / LyondellBasell Industries N.V.
ETN / Eaton Corporation plc
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
SBUX / Starbucks Corporation
CINF / Cincinnati Financial Corporation
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
GS / The Goldman Sachs Group, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
MUB / iShares Trust - iShares National Muni Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
DVY / iShares Trust - iShares Select Dividend ETF
NIO / NIO Inc. - Depositary Receipt (Common Stock)
APTV / Aptiv PLC
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
CHIQ / Global X Funds - Global X MSCI China Consumer Discretionary ETF
MSFT / Microsoft Corporation
CSGP / CoStar Group, Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
HES / Hess Corporation
KKR / KKR & Co. Inc.
AMD / Advanced Micro Devices, Inc.
ARE / Alexandria Real Estate Equities, Inc.
LUV / Southwest Airlines Co.
EWY / iShares, Inc. - iShares MSCI South Korea ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
IXN / iShares Trust - iShares Global Tech ETF
CTVA / Corteva, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
WAT / Waters Corporation
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ICE / Intercontinental Exchange, Inc.
BMY / Bristol-Myers Squibb Company
SYK / Stryker Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SUZ / Suzano S.A. - Depositary Receipt (Common Stock)
BBY / Best Buy Co., Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
CHTR / Charter Communications, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
EIX / Edison International
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
URI / United Rentals, Inc.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
PCAR / PACCAR Inc
TSLA / Tesla, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
INTC / Intel Corporation
AXP / American Express Company
EXC / Exelon Corporation
EG / Everest Group, Ltd.
IWD / iShares Trust - iShares Russell 1000 Value ETF
REGN / Regeneron Pharmaceuticals, Inc.
DAL / Delta Air Lines, Inc.
PYPL / PayPal Holdings, Inc.
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
DG / Dollar General Corporation
UAL / United Airlines Holdings, Inc.
WYNN / Wynn Resorts, Limited
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
KR / The Kroger Co.
ALL / The Allstate Corporation
SO / The Southern Company
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
GEV / GE Vernova Inc.
DOW / Dow Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
TD / The Toronto-Dominion Bank
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
SCCO / Southern Copper Corporation
XYZ / Block, Inc.
OPK / OPKO Health, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
TMUS / T-Mobile US, Inc.
TROW / T. Rowe Price Group, Inc.
MET / MetLife, Inc.
IR / Ingersoll Rand Inc.
BEKE / KE Holdings Inc. - Depositary Receipt (Common Stock)
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
WTW / Willis Towers Watson Public Limited Company
RY / Royal Bank of Canada
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
BA / The Boeing Company
SPY / State Street SPDR S&P 500 ETF Trust
IRM / Iron Mountain Incorporated
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
SHOP / Shopify Inc.
WBD / Warner Bros. Discovery, Inc.
BN / Brookfield Corporation
PEG / Public Service Enterprise Group Incorporated
DD / DuPont de Nemours, Inc.
PPLT / abrdn Platinum ETF Trust - abrdn Physical Platinum Shares ETF
BRK.B / Berkshire Hathaway Inc.
RSG / Republic Services, Inc.
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
PSA / Public Storage
VST / Vistra Corp.
GSG / iShares S&P GSCI Commodity-Indexed Trust
MCK / McKesson Corporation
CLIP / Global X Funds - Global X 1-3 Month T-Bill ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
EFV / iShares Trust - iShares MSCI EAFE Value ETF
HERO / Global X Funds - Global X Video Games & Esports ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
EA / Electronic Arts Inc.
WM / Waste Management, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
SU / Suncor Energy Inc.
COR / Cencora, Inc.
MTD / Mettler-Toledo International Inc.
SPG / Simon Property Group, Inc.
CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
VFC / V.F. Corporation
PKG / Packaging Corporation of America
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
OXY / Occidental Petroleum Corporation
NOW / ServiceNow, Inc.
CVS / CVS Health Corporation
TEL / TE Connectivity plc
NGG / National Grid plc - Depositary Receipt (Common Stock)
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
SNSR / Global X Funds - Global X Internet of Things ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
AXIA / AXIA Energia SA - Depositary Receipt (Common Stock)
HST / Host Hotels & Resorts, Inc.
MAS / Masco Corporation
NET / Cloudflare, Inc.
KLAC / KLA Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CHD / Church & Dwight Co., Inc.
UNP / Union Pacific Corporation
CPRT / Copart, Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
BK / The Bank of New York Mellon Corporation
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)
ACN / Accenture plc
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MNKD / MannKind Corporation
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
VTV / Vanguard Index Funds - Vanguard Value ETF
CALX / Calix, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CNQ / Canadian Natural Resources Limited
TLRY / Tilray Brands, Inc.
CDL / Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
VRT / Vertiv Holdings Co
META / Meta Platforms, Inc.
SOLV / Solventum Corporation
GEHC / GE HealthCare Technologies Inc.
FANG / Diamondback Energy, Inc.
CFG / Citizens Financial Group, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
AMT / American Tower Corporation
MSCI / MSCI Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
VLO / Valero Energy Corporation
CL / Colgate-Palmolive Company
WELL / Welltower Inc.
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
CCI / Crown Castle Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
FDX / FedEx Corporation
NAC / Nuveen California Quality Municipal Income Fund
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
CEG / Constellation Energy Corporation
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
YUM / Yum! Brands, Inc.
EWW / iShares, Inc. - iShares MSCI Mexico ETF
ADP / Automatic Data Processing, Inc.
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
BILS / SPDR Series Trust - State Street SPDR Bloomberg 3-12 Month T-Bill ETF
AFL / Aflac Incorporated
RBLX / Roblox Corporation
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
SHEL / Shell plc - Depositary Receipt (Common Stock)
USB / U.S. Bancorp
SHG / Shinhan Financial Group Co., Ltd. - Depositary Receipt (Common Stock)
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
TJX / The TJX Companies, Inc.
LRCX / Lam Research Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
F / Ford Motor Company
ENPH / Enphase Energy, Inc.
UHS / Universal Health Services, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
MDB / MongoDB, Inc.
FCX / Freeport-McMoRan Inc.
AAPL / Apple Inc.
BNS / The Bank of Nova Scotia
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
TTD / The Trade Desk, Inc.
CME / CME Group Inc.
FDS / FactSet Research Systems Inc.
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
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
BLK / BlackRock, Inc.
CP / Canadian Pacific Kansas City Limited
EDU / New Oriental Education & Technology Group Inc. - Depositary Receipt (Common Stock)
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
VALE / Vale S.A. - Depositary Receipt (Common Stock)
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.
FE / FirstEnergy Corp.
QS / QuantumScape Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FSLR / First Solar, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
EQR / Equity Residential
NVS / Novartis AG - Depositary Receipt (Common Stock)
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
NU / Nu Holdings Ltd.
CRWD / CrowdStrike Holdings, Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
ENB / Enbridge Inc.
MCHP / Microchip Technology Incorporated
GPC / Genuine Parts Company
CRH / CRH plc
APO / Apollo Global Management, Inc.
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock)
TIP / iShares Trust - iShares TIPS Bond ETF
BAP / Credicorp Ltd.
KB / KB Financial Group Inc. - Depositary Receipt (Common Stock)
MCD / McDonald's Corporation
AMAT / Applied Materials, Inc.
DIS / The Walt Disney Company
LMT / Lockheed Martin Corporation
GPN / Global Payments Inc.
ED / Consolidated Edison, Inc.
SPGI / S&P Global Inc.
RSX / VanEck ETF Trust - VanEck Russia ETF
V / Visa Inc.
COP / ConocoPhillips
LCID / Lucid Group, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
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
SWAV / Shockwave Medical, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GLD / SPDR Gold Shares
GOOG / Alphabet Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BMO / Bank of Montreal
SNY / Sanofi - Depositary Receipt (Common Stock)
GWW / W.W. Grainger, Inc.
AVB / AvalonBay Communities, Inc.
WDC / Western Digital Corporation
FLG / Flagstar Bank, National Association
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
WMB / The Williams Companies, Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
OTIS / Otis Worldwide Corporation
MBB / iShares Trust - iShares MBS ETF
GIS / General Mills, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
FIS / Fidelity National Information Services, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
FISV / Fiserv, Inc.
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
CY2 / Canadian National Railway Company
BITB / Bitwise Bitcoin ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
UBS / UBS Group AG
ROKU / Roku, Inc.
PLTR / Palantir Technologies Inc.
GILD / Gilead Sciences, Inc.
HTHT / H World Group Limited - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SNOW / Snowflake Inc.
MDT / Medtronic plc
FITB / Fifth Third Bancorp
COST / Costco Wholesale Corporation
AAL / American Airlines Group Inc.
GOOGL / Alphabet Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
NEM / Newmont Corporation
ZS / Zscaler, Inc.
T / AT&T Inc.
DLR / Digital Realty Trust, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
MAR / Marriott International, Inc.
LNG / Cheniere Energy, Inc.
AON / Aon plc
C / Citigroup Inc.
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
UPST / Upstart Holdings, Inc.
MRVL / Marvell Technology, Inc.
ODFL / Old Dominion Freight Line, Inc.
RWR / SPDR Series Trust - State Street SPDR Dow Jones REIT ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
ZTO / ZTO Express (Cayman) Inc. - Depositary Receipt (Common Stock)
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
CRM / Salesforce, Inc.
PKX / POSCO Holdings Inc. - Depositary Receipt (Common Stock)
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ZM / Zoom Communications, Inc.
GE / General Electric Company
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
FAST / Fastenal Company
BAX / Baxter International Inc.
MNST / Monster Beverage Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
HLT / Hilton Worldwide Holdings Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
WAB / Westinghouse Air Brake Technologies Corporation
TLK / Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk - Depositary Receipt (Common Stock)
EBAY / eBay Inc.
MA / Mastercard Incorporated
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
TDG / TransDigm Group Incorporated
MMM / 3M Company
TGT / Target Corporation
CVX / Chevron Corporation
MU / Micron Technology, Inc.
UBER / Uber Technologies, Inc.
COIN / Coinbase Global, Inc.
BRK.A / Berkshire Hathaway Inc.
UNH / UnitedHealth Group Incorporated
CAT / Caterpillar Inc.
NFLX / Netflix, Inc.
DXCM / DexCom, Inc.
KO / The Coca-Cola Company
NKE / NIKE, Inc.
WFC / Wells Fargo & Company
PAC / Grupo Aeroportuario del Pacífico, S.A.B. de C.V. - Depositary Receipt (Common Stock)
HON / Honeywell International Inc.
NSC / Norfolk Southern Corporation
CSX / CSX Corporation
GM / General Motors Company
LLY / Eli Lilly and Company
JNJ / Johnson & Johnson
QQQ / Invesco QQQ Trust, Series 1
YUMC / Yum China Holdings, Inc.
EXPE / Expedia Group, Inc.
RVTY / Revvity, Inc.
TFC / Truist Financial Corporation
ORCL / Oracle Corporation
TQQQ / ProShares Trust - ProShares UltraPro QQQ
HD / The Home Depot, Inc.
PEP / PepsiCo, Inc.
SWKS / Skyworks Solutions, Inc.
KMI / Kinder Morgan, Inc.
MO / Altria Group, Inc.
VLTO / Veralto Corporation
MRK / Merck & Co., Inc.
XOM / Exxon Mobil Corporation
HCA / HCA Healthcare, Inc.
DTE / DTE Energy Company
CI / The Cigna Group
AVGO / Broadcom Inc.
TT / Trane Technologies plc
PNC / The PNC Financial Services Group, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
CAG / Conagra Brands, Inc.
ZTS / Zoetis Inc.
DHR / Danaher Corporation
LIN / Linde plc
KHC / The Kraft Heinz Company
PH / Parker-Hannifin Corporation
DELL / Dell Technologies Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
AJG / Arthur J. Gallagher & Co.
IBM / International Business Machines Corporation
DE / Deere & Company
GD / General Dynamics Corporation
PFE / Pfizer Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
EMR / Emerson Electric Co.
VMC / Vulcan Materials Company
CDNS / Cadence Design Systems, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
NXPI / NXP Semiconductors N.V.
WDAY / Workday, Inc.
JCI / Johnson Controls International plc
GSK / GSK plc - Depositary Receipt (Common Stock)
OKE / ONEOK, Inc.
ADM / Archer-Daniels-Midland Company
FERG / Ferguson Enterprises Inc.
KDP / Keurig Dr Pepper Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
SHW / The Sherwin-Williams Company
CSCO / Cisco Systems, Inc.
MCO / Moody's Corporation
WEC / WEC Energy Group, Inc.
CTAS / Cintas Corporation
MPC / Marathon Petroleum Corporation
NEE / NextEra Energy, Inc.
ADSK / Autodesk, Inc.
AZO / AutoZone, Inc.
PAYX / Paychex, Inc.
HAL / Halliburton Company
TXN / Texas Instruments Incorporated
VICI / VICI Properties Inc.
SLB / SLB N.V.
MS / Morgan Stanley
ADI / Analog Devices, Inc.
JPM / JPMorgan Chase & Co.
CMCSA / Comcast Corporation
REG / Regency Centers Corporation
SNX / TD SYNNEX Corporation
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
D / Dominion Energy, Inc.
XYL / Xylem Inc.
BKR / Baker Hughes Company
APH / Amphenol Corporation
GFI / Gold Fields Limited - Depositary Receipt (Common Stock)
SRE / Sempra
HPE / Hewlett Packard Enterprise Company
DUK / Duke Energy Corporation
DOV / Dover Corporation
SYF / Synchrony Financial
CMI / Cummins Inc.
EQIX / Equinix, Inc.
O / Realty Income Corporation
ABNB / Airbnb, Inc.
AEE / Ameren Corporation
AIG / American International Group, Inc.
PRU / Prudential Financial, Inc.
PPL / PPL Corporation
EFX / Equifax Inc.
FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
EFA / iShares Trust - iShares MSCI EAFE ETF
NUE / Nucor Corporation
PLD / Prologis, Inc.
TRV / The Travelers Companies, Inc.
ES / Eversource Energy
CCL / Carnival Corporation Ltd.
EOG / EOG Resources, Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
HWM / Howmet Aerospace Inc.
WY / Weyerhaeuser Company
ETR / Entergy Corporation
GLW / Corning Incorporated
ECL / Ecolab Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PM / Philip Morris International Inc.
AMGN / Amgen Inc.
COF / Capital One Financial Corporation
ELV / Elevance Health, Inc.
PGR / The Progressive Corporation
LOW / Lowe's Companies, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
MLM / Martin Marietta Materials, Inc.
ITW / Illinois Tool Works Inc.
WIT / Wipro Limited - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
HIG / The Hartford Insurance Group, Inc.
CBRE / CBRE Group, Inc.
CNP / CenterPoint Energy, Inc.
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
VRTX / Vertex Pharmaceuticals Incorporated
HUYA / HUYA Inc. - Depositary Receipt (Common Stock)
SYY / Sysco Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ROP / Roper Technologies, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
RDNT / RadNet, Inc.
RJF / Raymond James Financial, Inc.
ANET / Arista Networks, Inc.
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock)
IAU / iShares Gold Trust
EW / Edwards Lifesciences Corporation
AEP / American Electric Power Company, Inc.
AU / AngloGold Ashanti plc
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
KMB / Kimberly-Clark Corporation
YMM / Full Truck Alliance Co. Ltd. - Depositary Receipt (Common Stock)
EMBC / Embecta Corp.
SEM / Select Medical Holdings Corporation
FTV / Fortive Corporation
AVY / Avery Dennison Corporation
REXR / Rexford Industrial Realty, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
GBTC / Grayscale Bitcoin Trust (BTC)