Market Value282,445,459
Total Holdings649
File Date2024-11-18
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
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SCHW / The Charles Schwab Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DKNG / DraftKings Inc.
XOM / Exxon Mobil Corporation
FIS / Fidelity National Information Services, Inc.
AVY / Avery Dennison Corporation
MO / Altria Group, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
ET / Energy Transfer LP - Limited Partnership
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
NVDA / NVIDIA Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
VUG / Vanguard Index Funds - Vanguard Growth ETF
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
CGBL / Capital Group Core Balanced ETF
GOOG / Alphabet Inc.
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
ROE / EA Series Trust - Astoria US Equal Weight Quality Kings ETF
IAU / iShares Gold Trust
FLOT / iShares Trust - iShares Floating Rate Bond ETF
LDOS / Leidos Holdings, Inc.
NUE / Nucor Corporation
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
SLB / SLB N.V.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
DGRE / WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund
PPI / Investment Managers Series Trust II - Astoria Real Assets ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BTE / Baytex Energy Corp.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
ABBV / AbbVie Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
KMI / Kinder Morgan, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
TWLO / Twilio Inc.
GLW / Corning Incorporated
META / Meta Platforms, Inc.
BBY / Best Buy Co., Inc.
AXP / American Express Company
DIS / The Walt Disney Company
TSLA / Tesla, Inc.
SBUX / Starbucks Corporation
FCCO / First Community Corporation
TOL / Toll Brothers, Inc.
PYPL / PayPal Holdings, Inc.
GOOGL / Alphabet Inc.
REGN / Regeneron Pharmaceuticals, Inc.
PCAR / PACCAR Inc
C / Citigroup Inc.
SIRI / Sirius XM Holdings Inc.
SPGI / S&P Global Inc.
CC / The Chemours Company
AJG / Arthur J. Gallagher & Co.
ARKK / ARK ETF Trust - ARK Innovation ETF
SO / The Southern Company
TTD / The Trade Desk, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
FE / FirstEnergy Corp.
RIG / Transocean Ltd.
AMGN / Amgen Inc.
PTON / Peloton Interactive, Inc.
DUK / Duke Energy Corporation
TMO / Thermo Fisher Scientific Inc.
T / AT&T Inc.
SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF
COKE / Coca-Cola Consolidated, Inc.
WFC / Wells Fargo & Company
KVUE / Kenvue Inc.
ROK / Rockwell Automation, Inc.
A / Agilent Technologies, Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
AG / First Majestic Silver Corp.
CME / CME Group Inc.
PFG / Principal Financial Group, Inc.
EQX / Equinox Gold Corp.
MKTX / MarketAxess Holdings Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
UBER / Uber Technologies, Inc.
PG / The Procter & Gamble Company
UNP / Union Pacific Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
MMC / Marsh & McLennan Companies, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
UPS / United Parcel Service, Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
QQMG / Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
AI / C3.ai, Inc.
GLD / SPDR Gold Shares
EOG / EOG Resources, Inc.
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
HFND / Tidal Trust I - Unlimited HFND Multi-Strategy Return Tracker ETF
BSSX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF
MGTX / MeiraGTx Holdings plc
VLTO / Veralto Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
GEV / GE Vernova Inc.
SON / Sonoco Products Company
SD / SandRidge Energy, Inc.
TT / Trane Technologies plc
VRTX / Vertex Pharmaceuticals Incorporated
PAYX / Paychex, Inc.
EQT / EQT Corporation
KEY / KeyCorp
LUMN / Lumen Technologies, Inc.
BSMW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF
RBLX / Roblox Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
CHD / Church & Dwight Co., Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
PSTG / Everpure, Inc.
IOT / Samsara Inc.
WES / Western Midstream Partners, LP - Limited Partnership
QQQ / Invesco QQQ Trust, Series 1
DOW / Dow Inc.
PRU / Prudential Financial, Inc.
GEHC / GE HealthCare Technologies Inc.
TRV / The Travelers Companies, Inc.
COIN / Coinbase Global, Inc.
SLV / iShares Silver Trust
BKNG / Booking Holdings Inc.
CPNG / Coupang, Inc.
EXAS / Exact Sciences Corporation
GILD / Gilead Sciences, Inc.
MU / Micron Technology, Inc.
V / Visa Inc.
ALLY / Ally Financial Inc.
MP / MP Materials Corp.
ADM / Archer-Daniels-Midland Company
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
AMT / American Tower Corporation
QS / QuantumScape Corporation
SNA / Snap-on Incorporated
ABT / Abbott Laboratories
PHM / PulteGroup, Inc.
GPN / Global Payments Inc.
INTU / Intuit Inc.
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
INTC / Intel Corporation
MDT / Medtronic plc
GS / The Goldman Sachs Group, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
MRK / Merck & Co., Inc.
AMAT / Applied Materials, Inc.
BRK.B / Berkshire Hathaway Inc.
MELI / MercadoLibre, Inc.
CTSH / Cognizant Technology Solutions Corporation
IBM / International Business Machines Corporation
TJX / The TJX Companies, Inc.
CVS / CVS Health Corporation
TXN / Texas Instruments Incorporated
SPOT / Spotify Technology S.A.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
CLX / The Clorox Company
CRWD / CrowdStrike Holdings, Inc.
CAG / Conagra Brands, Inc.
USB / U.S. Bancorp
CXT / Crane NXT, Co.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
LRCX / Lam Research Corporation
FIVE / Five Below, Inc.
JBHT / J.B. Hunt Transport Services, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
FSM / Fortuna Mining Corp.
RKT / Rocket Companies, Inc.
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
EG / Everest Group, Ltd.
VXX / iPath Series B S&P 500 VIX Short-Term Futures ETN
CEM / ClearBridge MLP and Midstream Fund Inc
RPAR / Tidal Trust I - RPAR Risk Parity ETF
IAG / IAMGOLD Corporation
ENVA / Enova International, Inc.
SITE / SiteOne Landscape Supply, Inc.
EL / The Estée Lauder Companies Inc.
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
BILL / BILL Holdings, Inc.
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
SMLV / SPDR Series Trust - State Street SPDR US Small Cap Low Volatility Index ETF
CWS / AdvisorShares Trust - AdvisorShares Focused Equity ETF
ALB / Albemarle Corporation
INSW / International Seaways, Inc.
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
SIRI / Sirius XM Holdings Inc.
CAVA / CAVA Group, Inc.
WULF / TeraWulf Inc.
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DLR / Digital Realty Trust, Inc.
EUDG / WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund
IYW / iShares Trust - iShares U.S. Technology ETF
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
AEM / Agnico Eagle Mines Limited
SYY / Sysco Corporation
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SHW / The Sherwin-Williams Company
ARMN / Aris Mining Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
NGVT / Ingevity Corporation
BALL / Ball Corporation
VAMO / Cambria ETF Trust - Cambria Value and Momentum ETF
GMOM / Cambria ETF Trust - Cambria Global Momentum ETF
NUV / Nuveen Municipal Value Fund, Inc.
ARKF / ARK ETF Trust - ARK Blockchain & Fintech Innovation ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ALL / The Allstate Corporation
CARR / Carrier Global Corporation
GVAL / Cambria ETF Trust - Cambria Global Value ETF
WPC / W. P. Carey Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
CI / The Cigna Group
RPM / RPM International Inc.
DHI / D.R. Horton, Inc.
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
QCOM / QUALCOMM Incorporated
WYNN / Wynn Resorts, Limited
WBA / Walgreens Boots Alliance, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
PM / Philip Morris International Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
OIH / VanEck ETF Trust - VanEck Oil Services ETF
CPAY / Corpay, Inc.
TOST / Toast, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
FYLD / Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF
AMG / Affiliated Managers Group, Inc.
MDLZ / Mondelez International, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
EXC / Exelon Corporation
WSM / Williams-Sonoma, Inc.
NFLX / Netflix, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
RGA / Reinsurance Group of America, Incorporated
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
BXMT / Blackstone Mortgage Trust, Inc.
EYLD / Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
MPC / Marathon Petroleum Corporation
ONL / Orion Properties Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
FANG / Diamondback Energy, Inc.
PPL / PPL Corporation
SBRA / Sabra Health Care REIT, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
DE / Deere & Company
SNV / Synovus Financial Corp.
MSCI / MSCI Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
CFG / Citizens Financial Group, Inc.
PEP / PepsiCo, Inc.
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
BRSP / BrightSpire Capital, Inc.
BDX / Becton, Dickinson and Company
KIM / Kimco Realty Corporation
NGD / New Gold Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
CDNS / Cadence Design Systems, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BURL / Burlington Stores, Inc.
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
AIG / American International Group, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
PDI / PIMCO Dynamic Income Fund
FI / Fiserv, Inc.
SOLV / Solventum Corporation
RIVN / Rivian Automotive, Inc.
FMC / FMC Corporation
TMUS / T-Mobile US, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SWK / Stanley Black & Decker, Inc.
ULTA / Ulta Beauty, Inc.
ITW / Illinois Tool Works Inc.
SMR / NuScale Power Corporation
CM / Canadian Imperial Bank of Commerce
DD / DuPont de Nemours, Inc.
DXCM / DexCom, Inc.
CMCSA / Comcast Corporation
WTW / Willis Towers Watson Public Limited Company
CCI / Crown Castle Inc.
TSN / Tyson Foods, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
LLY / Eli Lilly and Company
TFC / Truist Financial Corporation
HERO / Global X Funds - Global X Video Games & Esports ETF
GTLB / GitLab Inc.
DG / Dollar General Corporation
CPB / The Campbell's Company
MNST / Monster Beverage Corporation
CSCO / Cisco Systems, Inc.
SNPE / DBX ETF Trust - Xtrackers S&P 500 Scored & Screened ETF
SJNK / SPDR Series Trust - State Street SPDR Bloomberg Short Term High Yield Bond ETF
APD / Air Products and Chemicals, Inc.
BTAL / AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ADP / Automatic Data Processing, Inc.
ARCC / Ares Capital Corporation
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
LW / Lamb Weston Holdings, Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
ETR / Entergy Corporation
CLF / Cleveland-Cliffs Inc.
RRX / Regal Rexnord Corporation
ICE / Intercontinental Exchange, Inc.
APPS / Digital Turbine, Inc.
MCHP / Microchip Technology Incorporated
COST / Costco Wholesale Corporation
TDC / Teradata Corporation
MCO / Moody's Corporation
IIPR / Innovative Industrial Properties, Inc.
IBUY / Amplify ETF Trust - Amplify Online Retail ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
DOV / Dover Corporation
FPF / First Trust Intermediate Duration Preferred & Income Fund
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
SPYX / SPDR Series Trust - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
TSLX / Sixth Street Specialty Lending, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
OFIX / Orthofix Medical Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
VYX / NCR Voyix Corporation
MRO / Marathon Oil Corporation
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
WM / Waste Management, Inc.
DNMR / Danimer Scientific, Inc.
GNTX / Gentex Corporation
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
NDAQ / Nasdaq, Inc.
SBAC / SBA Communications Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
HDV / iShares Trust - iShares Core High Dividend ETF
EMN / Eastman Chemical Company
ITB / iShares Trust - iShares U.S. Home Construction ETF
MTZ / MasTec, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
GD / General Dynamics Corporation
IPX / IperionX Limited - Depositary Receipt (Common Stock)
XYL / Xylem Inc.
LMT / Lockheed Martin Corporation
COP / ConocoPhillips
SYK / Stryker Corporation
MCD / McDonald's Corporation
Z / Zillow Group, Inc.
APH / Amphenol Corporation
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
CB / Chubb Limited
VLO / Valero Energy Corporation
IPG / The Interpublic Group of Companies, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
BTU / Peabody Energy Corporation
MAS / Masco Corporation
PANW / Palo Alto Networks, Inc.
DJP / iPath Bloomberg Commodity Index Total Return ETN
AMCR / Amcor plc
MA / Mastercard Incorporated
HON / Honeywell International Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
KMB / Kimberly-Clark Corporation
DELL / Dell Technologies Inc.
CTA / Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF
SQ / Block, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
C.WSA / Citigroup, Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
SECT / Northern Lights Fund Trust IV - Main Sector Rotation ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IDV / iShares Trust - iShares International Select Dividend ETF
BHF / Brighthouse Financial, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
VTRS / Viatris Inc.
CAT / Caterpillar Inc.
KIO / KKR Income Opportunities Fund
COF / Capital One Financial Corporation
COPX / Global X Funds - Global X Copper Miners ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
TSCO / Tractor Supply Company
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
VIXY / ProShares Trust II - ProShares VIX Short-Term Futures ETF
MKC / McCormick & Company, Incorporated
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
QIS / Simplify Exchange Traded Funds - Simplify Multi-QIS Alternative ETF
EBAY / eBay Inc.
NSC / Norfolk Southern Corporation
SNPS / Synopsys, Inc.
BMY / Bristol-Myers Squibb Company
TRP / TC Energy Corporation
GIS / General Mills, Inc.
AZO / AutoZone, Inc.
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
MAR / Marriott International, Inc.
BX / Blackstone Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
LEA / Lear Corporation
TXT / Textron Inc.
PNC / The PNC Financial Services Group, Inc.
MBB / iShares Trust - iShares MBS ETF
CNQ / Canadian Natural Resources Limited
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
MET / MetLife, Inc.
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
CVX / Chevron Corporation
RJF / Raymond James Financial, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
NOC / Northrop Grumman Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
WU / The Western Union Company
PECO / Phillips Edison & Company, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
BAX / Baxter International Inc.
AVNS / Avanos Medical, Inc.
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
VGR / Vector Group Ltd.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
TRI / Thomson Reuters Corporation
IR / Ingersoll Rand Inc.
ENB / Enbridge Inc.
O / Realty Income Corporation
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
CRM / Salesforce, Inc.
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
KREF / KKR Real Estate Finance Trust Inc.
EEMX / SPDR Index Shares Funds - State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
BCE / BCE Inc.
ACM / AECOM
WBD / Warner Bros. Discovery, Inc.
WEAT / Teucrium Commodity Trust - Teucrium Wheat Fund
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
XME / SPDR Series Trust - State Street SPDR S&P Metals & Mining ETF
BSX / Boston Scientific Corporation
ZI / ZoomInfo Technologies Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
KMLM / KraneShares Trust - KraneShares Mount Lucas Managed Futures Index Strategy ETF
PLD / Prologis, Inc.
D / Dominion Energy, Inc.
SFM / Sprouts Farmers Market, Inc.
ALC / Alcon Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
ABNB / Airbnb, Inc.
UPST / Upstart Holdings, Inc.
GRAB / Grab Holdings Limited
PH / Parker-Hannifin Corporation
ETN / Eaton Corporation plc
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
KO / The Coca-Cola Company
OXY / Occidental Petroleum Corporation
TIPX / SPDR Series Trust - State Street SPDR Bloomberg 1-10 Year TIPS ETF
LHX / L3Harris Technologies, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
BGS / B&G Foods, Inc.
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
WMB / The Williams Companies, Inc.
XTWO / BondBloxx ETF Trust - BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IWB / iShares Trust - iShares Russell 1000 ETF
KLAC / KLA Corporation
PARA / Paramount Global
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
EMR / Emerson Electric Co.
BATRA / Atlanta Braves Holdings, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
NATL / NCR Atleos Corporation
BLDG / Cambria ETF Trust - Cambria Global Real Estate ETF
PSX / Phillips 66
MMM / 3M Company
FCX / Freeport-McMoRan Inc.
XEL / Xcel Energy Inc.
JPI / Nuveen Preferred Securities & Income Opportunities Fund
NGG / National Grid plc - Depositary Receipt (Common Stock)
SNSR / Global X Funds - Global X Internet of Things ETF
CR / Crane Company
ANET / Arista Networks, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
DVN / Devon Energy Corporation
ADI / Analog Devices, Inc.
GWW / W.W. Grainger, Inc.
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
MTD / Mettler-Toledo International Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
ELV / Elevance Health, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
BA / The Boeing Company
GE / General Electric Company
HBAN / Huntington Bancshares Incorporated
ROP / Roper Technologies, Inc.
PFE / Pfizer Inc.
DHR / Danaher Corporation
FDX / FedEx Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
CCJ / Cameco Corporation
ADBE / Adobe Inc.
HUM / Humana Inc.
ADSK / Autodesk, Inc.
LIN / Linde plc
F / Ford Motor Company
DDOG / Datadog, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
MARA / MARA Holdings, Inc.
WEC / WEC Energy Group, Inc.
ORLY / O'Reilly Automotive, Inc.
MRNA / Moderna, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
W / Wayfair Inc.
U / Unity Software Inc.
SOFI / SoFi Technologies, Inc.
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
UNG / United States Natural Gas Fund, LP - Limited Partnership
ELF / e.l.f. Beauty, Inc.
DINO / HF Sinclair Corporation
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
AAPL / Apple Inc.
ORCL / Oracle Corporation
VZ / Verizon Communications Inc.
MS / Morgan Stanley
WAB / Westinghouse Air Brake Technologies Corporation
JPM / JPMorgan Chase & Co.
LYB / LyondellBasell Industries N.V.
RTX / RTX Corporation
CMI / Cummins Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
EIX / Edison International
IBB / iShares Trust - iShares Biotechnology ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
CSX / CSX Corporation
TGT / Target Corporation
INDA / iShares Trust - iShares MSCI India ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
OTIS / Otis Worldwide Corporation
MCK / McKesson Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
NKE / NIKE, Inc.
AMD / Advanced Micro Devices, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
PLTR / Palantir Technologies Inc.
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
UNM / Unum Group
NWL / Newell Brands Inc.
PAAS / Pan American Silver Corp.
EMO / ClearBridge Energy Midstream Opportunity Fund Inc
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
HOOD / Robinhood Markets, Inc.
SOUN / SoundHound AI, Inc.
GM / General Motors Company
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
HD / The Home Depot, Inc.
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
UNH / UnitedHealth Group Incorporated
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
DMBS / DoubleLine ETF Trust - DoubleLine Mortgage ETF
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
CEG / Constellation Energy Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BSMV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ISRG / Intuitive Surgical, Inc.
WMT / Walmart Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
NEE / NextEra Energy, Inc.
EA / Electronic Arts Inc.
IOVA / Iovance Biotherapeutics, Inc.
LOW / Lowe's Companies, Inc.
AEP / American Electric Power Company, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
KR / The Kroger Co.
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
MSI / Motorola Solutions, Inc.
AMZN / Amazon.com, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
BAC / Bank of America Corporation
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
EFAX / SPDR Index Shares Funds - State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
OKE / ONEOK, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
LNG / Cheniere Energy, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
AMP / Ameriprise Financial, Inc.
IBKR / Interactive Brokers Group, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
JNJ / Johnson & Johnson
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
MSFT / Microsoft Corporation
SPMB / SPDR Series Trust - State Street SPDR Portfolio Mortgage Backed Bond ETF
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
IBD / Northern Lights Fund Trust IV - Inspire Corporate Bond ETF
AMRK / Gold.com, Inc.
RACE / Ferrari N.V.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
AVGO / Broadcom Inc.
SNOW / Snowflake Inc.