Market Value4,569,344,000
Total Holdings708
File Date2021-08-11
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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(USD x1000)
Current Value
(USD x1000)
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ISR / Perspective Therapeutics Inc
WFC / Wells Fargo & Company
WIA / Western Asset Inflation-Linked Income Fund
VYNT / Vyant Bio, Inc.
PNNT / PennantPark Investment Corporation
TSLA / Tesla, Inc.
NSL / Nuveen Senior Income Fund
SRNG / Soaring Eagle Acquisition Corp - Class A
NVDA / NVIDIA Corporation
AMD / Advanced Micro Devices, Inc.
SPXU / ProShares Trust - ProShares UltraPro Short S&P500
IVC / Invacare Corp.
AVGO / Broadcom Inc.
MU / Micron Technology, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ORCL / Oracle Corporation
AAPL / Apple Inc.
TTD / The Trade Desk, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
LLY / Eli Lilly and Company
PLTR / Palantir Technologies Inc.
JPM / JPMorgan Chase & Co.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
META / Meta Platforms, Inc.
MSFT / Microsoft Corporation
INTC / Intel Corporation
CRM / Salesforce, Inc.
PANW / Palo Alto Networks, Inc.
GOOGL / Alphabet Inc.
WMT / Walmart Inc.
AMGN / Amgen Inc.
ECL / Ecolab Inc.
UPS / United Parcel Service, Inc.
IBM / International Business Machines Corporation
IGMS / IGM Biosciences, Inc.
SSB / SouthState Bank Corporation
UBER / Uber Technologies, Inc.
FCX / Freeport-McMoRan Inc.
WM / Waste Management, Inc.
CLF / Cleveland-Cliffs Inc.
CAT / Caterpillar Inc.
ET / Energy Transfer LP - Limited Partnership
APH / Amphenol Corporation
XOM / Exxon Mobil Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
RTX / RTX Corporation
C / Citigroup Inc.
PG / The Procter & Gamble Company
PWR / Quanta Services, Inc.
ZS / Zscaler, Inc.
V / Visa Inc.
GOOGL / Alphabet Inc.
LOW / Lowe's Companies, Inc.
ORLY / O'Reilly Automotive, Inc.
QQQ / Invesco QQQ Trust, Series 1
IWM / iShares Trust - iShares Russell 2000 ETF
ABBV / AbbVie Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
KO / The Coca-Cola Company
STAR / iStar Inc
NSPR / InspireMD, Inc.
GCP / GCP Applied Technologies Inc
TWTR / Twitter Inc
DSTX / ETF Series Solutions - Distillate International Fundamental Stability & Value ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
FVRR / Fiverr International Ltd.
CRSP / CRISPR Therapeutics AG
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
OMCL / Omnicell, Inc.
RBA / RB Global, Inc.
PTVE / Pactiv Evergreen Inc.
CNK / Cinemark Holdings, Inc.
TDOC / Teladoc Health, Inc.
ATVI / Activision Blizzard Inc
BWXT / BWX Technologies, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
CTAS / Cintas Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PCAR / PACCAR Inc
DIS / The Walt Disney Company
GNL / Global Net Lease, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
GH / Guardant Health, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
HUM / Humana Inc.
ITW / Illinois Tool Works Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
ACAD / ACADIA Pharmaceuticals Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VIV / Telefônica Brasil S.A. - Depositary Receipt (Common Stock)
PSF / Cohen & Steers Select Preferred and Income Fund, Inc.
REXR / Rexford Industrial Realty, Inc.
LIN / Linde plc
SLB / SLB N.V.
SNOW / Snowflake Inc.
HYFM / Hydrofarm Holdings Group, Inc.
EXPE / Expedia Group, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
HSY / The Hershey Company
MMM / 3M Company
DT / Dynatrace, Inc.
SNA / Snap-on Incorporated
ACHC / Acadia Healthcare Company, Inc.
NCNO / nCino, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
OTIS / Otis Worldwide Corporation
FISV / Fiserv, Inc.
AMZN / Amazon.com, Inc.
AON / Aon plc
CHDN / Churchill Downs Incorporated
MNST / Monster Beverage Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
LCTD / BlackRock ETF Trust - iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
IWV / iShares Trust - iShares Russell 3000 ETF
PINS / Pinterest, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
BYND / Beyond Meat, Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
40749M202 / Hamilton Lane Alliance Holdings I Inc
CMG / Chipotle Mexican Grill, Inc.
GLP / Global Partners LP - Limited Partnership
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
NXPI / NXP Semiconductors N.V.
WMB / The Williams Companies, Inc.
SYK / Stryker Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
O / Realty Income Corporation
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
HIG / The Hartford Insurance Group, Inc.
PNC / The PNC Financial Services Group, Inc.
EYE / National Vision Holdings, Inc.
PEP / PepsiCo, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
CPT / Camden Property Trust
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
COP / ConocoPhillips
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
LHX / L3Harris Technologies, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
TFC / Truist Financial Corporation
HUBS / HubSpot, Inc.
YUMC / Yum China Holdings, Inc.
GS / The Goldman Sachs Group, Inc.
FSLY / Fastly, Inc.
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
IAU / iShares Gold Trust
LMND / Lemonade, Inc.
RF / Regions Financial Corporation
ZM / Zoom Communications, Inc.
AXP / American Express Company
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
ETN / Eaton Corporation plc
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
CARR / Carrier Global Corporation
SO / The Southern Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
GTYH / GTY Technology Holdings Inc
HON / Honeywell International Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MNRO / Monro, Inc.
GLOB / Globant S.A.
ALC / Alcon Inc.
DOV / Dover Corporation
GDS / GDS Holdings Limited - Depositary Receipt (Common Stock)
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
QCOM / QUALCOMM Incorporated
CI / The Cigna Group
WAT / Waters Corporation
TECH / Bio-Techne Corporation
RWO / SPDR Index Shares Funds - State Street SPDR Dow Jones Global Real Estate ETF
CRWD / CrowdStrike Holdings, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
ZTS / Zoetis Inc.
GWW / W.W. Grainger, Inc.
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
XYL / Xylem Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
KEY / KeyCorp
BRK.A / Berkshire Hathaway Inc.
LOPE / Grand Canyon Education, Inc.
STWD / Starwood Property Trust, Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
MRSH / Marsh & McLennan Companies, Inc.
CQQQ / Invesco Exchange-Traded Fund Trust II - Invesco China Technology ETF
KOD / Kodiak Sciences Inc.
STGW / Stagwell Inc.
CTSH / Cognizant Technology Solutions Corporation
MS / Morgan Stanley
ORBC / Orbcomm Inc
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
EW / Edwards Lifesciences Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
COIN / Coinbase Global, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
DOW / Dow Inc.
CVS / CVS Health Corporation
KEYS / Keysight Technologies, Inc.
NOW / ServiceNow, Inc.
APD / Air Products and Chemicals, Inc.
DHR / Danaher Corporation
UNH / UnitedHealth Group Incorporated
VRTX / Vertex Pharmaceuticals Incorporated
TWLO / Twilio Inc.
FLGT / Fulgent Genetics, Inc.
BBWI / Bath & Body Works, Inc.
EBAY / eBay Inc.
CERS / Cerus Corporation
KNSL / Kinsale Capital Group, Inc.
TT / Trane Technologies plc
UAL / United Airlines Holdings, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
NFLX / Netflix, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
SRE / Sempra
ATH / Athene Holding Ltd - Class A
EXAS / Exact Sciences Corporation
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
NVTA / Invitae Corporation
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
TXN / Texas Instruments Incorporated
BK / The Bank of New York Mellon Corporation
CERN / Cerner Corp.
AME / AMETEK, Inc.
LYFT / Lyft, Inc.
CVX / Chevron Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
FREQ / Frequency Therapeutics Inc
NVGS / Navigator Holdings Ltd.
HFRO / Highland Funds I - Highland Opportunities and Income Fund
FAZ / Direxion Shares ETF Trust - Direxion Daily Financial Bear 3X ETF
IMH / Impac Mortgage Holdings, Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
BRMK.WS / Broadmark Realty Capital Inc. Warrants, each exercisable for one fourth (1/4th) share of Common Stoc
TLMD / SOC Telemed Inc - Class A
KNOP / KNOT Offshore Partners LP - Limited Partnership
MTNB / Matinas BioPharma Holdings, Inc.
AGLE / Aeglea BioTherapeutics Inc
PCI / PGIM ETF Trust - PGIM Corporate Bond 5-10 Year ETF
IBDM / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Corporate ETF
NLTX / Neoleukin Therapeutics, Inc.
ABT / Abbott Laboratories
PAYX / Paychex, Inc.
ZOMDF / Zomedica Corp.
57772K101 / Maxim Integrated Products Inc.
IGR / CBRE Global Real Estate Income Fund
ORGS / Orgenesis Inc.
FIS / Fidelity National Information Services, Inc.
GGN / GAMCO Global Gold, Natural Resources & Income Trust
EMR / Emerson Electric Co.
ADSK / Autodesk, Inc.
MPC / Marathon Petroleum Corporation
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
GD / General Dynamics Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
US35952V3033 / FS KKR Capital Corp II
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
BLOK / Amplify ETF Trust - Amplify Blockchain Technology ETF
BALL / Ball Corporation
RCL / Royal Caribbean Cruises Ltd.
RSG / Republic Services, Inc.
SBSI / Southside Bancshares, Inc.
EG / Everest Group, Ltd.
US0153511094 / Alexion Pharmaceuticals, Inc.
CLOV / Clover Health Investments, Corp.
NOC / Northrop Grumman Corporation
WE / WeWork Inc - Class A
TIP / iShares Trust - iShares TIPS Bond ETF
ROP / Roper Technologies, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
SFNC / Simmons First National Corporation
GPC / Genuine Parts Company
HEIA / Heico Corp. - Class A
CMF / iShares Trust - iShares California Muni Bond ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
KMI / Kinder Morgan, Inc.
BY / Byline Bancorp, Inc.
DXCM / DexCom, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
QRVO / Qorvo, Inc.
ZD / Ziff Davis, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
GLD / SPDR Gold Shares
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
TSCO / Tractor Supply Company
ALLO / Allogene Therapeutics, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MCO / Moody's Corporation
WIX / Wix.com Ltd.
AEZS / COSCIENS Biopharma Inc.
Z / Zillow Group, Inc.
TNXP / Tonix Pharmaceuticals Holding Corp.
COUP / Coupa Software Inc
ARCC / Ares Capital Corporation
SDS / ProShares Trust - ProShares UltraShort S&P500
CDLX / Cardlytics, Inc.
NVAX / Novavax, Inc.
BPMP / BP Midstream Partners LP - Unit
JNJ / Johnson & Johnson
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
LOB / Live Oak Bancshares, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
KLDO / Kaleido Biosciences, Inc.
SH / ProShares Trust - ProShares Short S&P500
RA / Brookfield Real Assets Income Fund Inc.
AVLR / Avalara Inc
FAST / Fastenal Company
MDB / MongoDB, Inc.
URGN / UroGen Pharma Ltd.
IRM / Iron Mountain Incorporated
MRVI / Maravai LifeSciences Holdings, Inc.
TWOU / 2U, Inc.
POLY / Plantronics, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CL / Colgate-Palmolive Company
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
MGTA / Magenta Therapeutics Inc
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
RIGL / Rigel Pharmaceuticals, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
EVM / Eaton Vance California Municipal Bond Fund
ARKK / ARK ETF Trust - ARK Innovation ETF
PIPP / Pine Island Acquisition Corp - Class A
WTM / White Mountains Insurance Group, Ltd.
BCE / BCE Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
HPQ / HP Inc.
XLNX / Xilinx, Inc.
TMO / Thermo Fisher Scientific Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
SYY / Sysco Corporation
AWK / American Water Works Company, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SPCE / Virgin Galactic Holdings, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VLO / Valero Energy Corporation
BBY / Best Buy Co., Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
ZBH / Zimmer Biomet Holdings, Inc.
DBD / Diebold Nixdorf, Incorporated
GTLS / Chart Industries, Inc.
WDAY / Workday, Inc.
FIVE / Five Below, Inc.
SYF / Synchrony Financial
ICF / iShares Trust - iShares Select U.S. REIT ETF
KNSA / Kiniksa Pharmaceuticals International, plc
LH / Labcorp Holdings Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
BAM / Brookfield Asset Management Ltd.
TXT / Textron Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
MRNA / Moderna, Inc.
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
PGHY / Invesco Exchange-Traded Fund Trust II - Invesco Global ex-US High Yield Corporate Bond ETF
SGEN / Seagen Inc
FRC / First Republic Bank
PIRS / Pieris Pharmaceuticals, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
MMS / Maximus, Inc.
CTLT / Catalent, Inc.
WEX / WEX Inc.
HOLX / Hologic, Inc.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
RH / RH
CLVT / Clarivate Plc
BL / BlackLine, Inc.
LCTU / BlackRock ETF Trust - iShares U.S. Carbon Transition Readiness Aware Active ETF
TYL / Tyler Technologies, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
FTAI / FTAI Aviation Ltd.
BPMC / Blueprint Medicines Corporation
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
BWA / BorgWarner Inc.
NFE / New Fortress Energy Inc.
MLCO / Melco Resorts & Entertainment Limited - Depositary Receipt (Common Stock)
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
DLR / Digital Realty Trust, Inc.
VFC / V.F. Corporation
KHC / The Kraft Heinz Company
MCK / McKesson Corporation
YUM / Yum! Brands, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SPYX / SPDR Series Trust - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CNMD / CONMED Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
JFR / Nuveen Floating Rate Income Fund
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
NTRA / Natera, Inc.
GWX / SPDR Index Shares Funds - State Street SPDR S&P International Small Cap ETF
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
IPG / The Interpublic Group of Companies, Inc.
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
DDOG / Datadog, Inc.
DBJP / DBX ETF Trust - Xtrackers MSCI Japan Hedged Equity ETF
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
VRT / Vertiv Holdings Co
GBDC / Golub Capital BDC, Inc.
ABNB / Airbnb, Inc.
CRBN / iShares Trust - iShares Low Carbon Optimized MSCI ACWI ETF
PFE / Pfizer Inc.
ARKF / ARK ETF Trust - ARK Blockchain & Fintech Innovation ETF
ALL / The Allstate Corporation
HD / The Home Depot, Inc.
PEG / Public Service Enterprise Group Incorporated
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
RHI / Robert Half Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SBUX / Starbucks Corporation
LBRDA / Liberty Broadband Corporation
SHOP / Shopify Inc.
EA / Electronic Arts Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
T / AT&T Inc.
VTRS / Viatris Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AMP / Ameriprise Financial, Inc.
PARA / Paramount Global
AI / C3.ai, Inc.
CB / Chubb Limited
EQIX / Equinix, Inc.
BA / The Boeing Company
IBB / iShares Trust - iShares Biotechnology ETF
COST / Costco Wholesale Corporation
TMUS / T-Mobile US, Inc.
TGT / Target Corporation
REGN / Regeneron Pharmaceuticals, Inc.
MSI / Motorola Solutions, Inc.
BRMK / Broadmark Realty Capital Inc
NVS / Novartis AG - Depositary Receipt (Common Stock)
ADBE / Adobe Inc.
DD / DuPont de Nemours, Inc.
J / Jacobs Solutions Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
DG / Dollar General Corporation
MKL / Markel Group Inc.
ADPT / Adaptive Biotechnologies Corporation
ADP / Automatic Data Processing, Inc.
BXP / Boston Properties, Inc.
BAX / Baxter International Inc.
NTAP / NetApp, Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
USB / U.S. Bancorp
TJX / The TJX Companies, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
MTB / M&T Bank Corporation
XRAY / DENTSPLY SIRONA Inc.
VRSK / Verisk Analytics, Inc.
TDG / TransDigm Group Incorporated
CMPS / COMPASS Pathways plc - Depositary Receipt (Common Stock)
MCHP / Microchip Technology Incorporated
WEC / WEC Energy Group, Inc.
VOYA / Voya Financial, Inc.
KMB / Kimberly-Clark Corporation
MDT / Medtronic plc
AFL / Aflac Incorporated
PETS / PetMed Express, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
RITM / Rithm Capital Corp.
CODI / Compass Diversified
D / Dominion Energy, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
FLR / Fluor Corporation
HBAN / Huntington Bancshares Incorporated
FTNT / Fortinet, Inc.
LAB / Standard BioTools Inc.
NSC / Norfolk Southern Corporation
DVA / DaVita Inc.
ETSY / Etsy, Inc.
NEE / NextEra Energy, Inc.
FE / FirstEnergy Corp.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
MLM / Martin Marietta Materials, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
CNI / Canadian National Railway Company
GSBD / Goldman Sachs BDC, Inc.
CDW / CDW Corporation
DVY / iShares Trust - iShares Select Dividend ETF
BNL / Broadstone Net Lease, Inc.
GNRC / Generac Holdings Inc.
CPB / The Campbell's Company
FTV / Fortive Corporation
FITB / Fifth Third Bancorp
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
FSK / FS KKR Capital Corp.
LDP / Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
DJP / iPath Bloomberg Commodity Index Total Return ETN
OCFC / OceanFirst Financial Corp.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
AFIB / Acutus Medical, Inc.
IMNM / Immunome, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
GNR / SPDR Index Shares Funds - State Street SPDR S&P Global Natural Resources ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
DBEM / DBX ETF Trust - Xtrackers MSCI Emerging Markets Hedged Equity ETF
OBDC / Blue Owl Capital Corporation
LEN / Lennar Corporation
VMC / Vulcan Materials Company
TRP / TC Energy Corporation
AMED / Amedisys, Inc.
SEDG / SolarEdge Technologies, Inc.
OLED / Universal Display Corporation
GOEV / Canoo Inc.
DFS / Discover Financial Services
ENB / Enbridge Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DSTL / ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
OKTA / Okta, Inc.
NUSI / NEOS ETF Trust - NEOS Nasdaq-100 Hedged Equity Income ETF
KRP / Kimbell Royalty Partners, LP - Limited Partnership
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF
VMW / Vmware Inc. - Class A
SPLK / Splunk Inc.
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
ABCL / AbCellera Biologics Inc.
STNC / Hennessy Funds Trust - Hennessy Sustainable ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
SAR / Saratoga Investment Corp.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
BFA / Brown-Forman Corp. - Class A
SAFE / Safehold Inc.
TEAM / Atlassian Corporation
FLT / Corpay, Inc.
COF / Capital One Financial Corporation
VEEV / Veeva Systems Inc.
ATEC / Alphatec Holdings, Inc.
CSCO / Cisco Systems, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
INTU / Intuit Inc.
AMT / American Tower Corporation
DAL / Delta Air Lines, Inc.
XYZ / Block, Inc.
SWK / Stanley Black & Decker, Inc.
AEP / American Electric Power Company, Inc.
CM / Canadian Imperial Bank of Commerce
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ALK / Alaska Air Group, Inc.
MRK / Merck & Co., Inc.
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
WHR / Whirlpool Corporation
BRK.B / Berkshire Hathaway Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
NTR N / Nutrien Ltd.
NTRS / Northern Trust Corporation
NKE / NIKE, Inc.
CSGP / CoStar Group, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
AMAT / Applied Materials, Inc.
COR / Cencora, Inc.
LVS / Las Vegas Sands Corp.
HPE / Hewlett Packard Enterprise Company
EOG / EOG Resources, Inc.
LUV / Southwest Airlines Co.
MGNI / Magnite, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SM / SM Energy Company
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
DUK / Duke Energy Corporation
PAYC / Paycom Software, Inc.
ACRE / Ares Commercial Real Estate Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
OMER / Omeros Corporation
NSA / National Storage Affiliates Trust
UNP / Union Pacific Corporation
EL / The Estée Lauder Companies Inc.
MAR / Marriott International, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CCI / Crown Castle Inc.
SPOT / Spotify Technology S.A.
LECO / Lincoln Electric Holdings, Inc.
SONO / Sonos, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
MRVL / Marvell Technology, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
BKNG / Booking Holdings Inc.
CFG / Citizens Financial Group, Inc.
PLD / Prologis, Inc.
FDX / FedEx Corporation
WSBC / WesBanco, Inc.
MA / Mastercard Incorporated
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
WD / Walker & Dunlop, Inc.
GMAB / Genmab A/S - Depositary Receipt (Common Stock)
WST / West Pharmaceutical Services, Inc.
XOP / SPDR Series Trust - State Street SPDR S&P Oil & Gas Exploration & Production ETF
NUE / Nucor Corporation
ANSS / ANSYS, Inc.
SBAC / SBA Communications Corporation
RMD / ResMed Inc.
F / Ford Motor Company
BERY / Berry Global Group, Inc.
ROKU / Roku, Inc.
PSTG / Everpure, Inc.
ACI / Albertsons Companies, Inc.
MCD / McDonald's Corporation
PTON / Peloton Interactive, Inc.
VZ / Verizon Communications Inc.
PH / Parker-Hannifin Corporation
ISRG / Intuitive Surgical, Inc.
ESRT / Empire State Realty Trust, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
AVY / Avery Dennison Corporation
DKNG / DraftKings Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
AGNC / AGNC Investment Corp.
ARE / Alexandria Real Estate Equities, Inc.
IFGL / iShares Trust - iShares International Developed Real Estate ETF
STT / State Street Corporation
EFX / Equifax Inc.
EXC / Exelon Corporation
OEF / iShares Trust - iShares S&P 100 ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
LMT / Lockheed Martin Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
KRON / Kronos Bio, Inc.
HEI / HEICO Corporation
PPL / PPL Corporation
EFAX / SPDR Index Shares Funds - State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
PYPL / PayPal Holdings, Inc.
TFX / Teleflex Incorporated
GM / General Motors Company
NTNX / Nutanix, Inc.
OKE / ONEOK, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
WRK / WestRock Company
ICE / Intercontinental Exchange, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
BLUE / bluebird bio, Inc.
IMO / Imperial Oil Limited
A / Agilent Technologies, Inc.
C.WSA / Citigroup, Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
CMCSA / Comcast Corporation
MRCC / Monroe Capital Corporation
BSX / Boston Scientific Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
CSX / CSX Corporation
GILD / Gilead Sciences, Inc.
MELI / MercadoLibre, Inc.
RVLV / Revolve Group, Inc.
BAC / Bank of America Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
PM / Philip Morris International Inc.
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
IDXX / IDEXX Laboratories, Inc.
DGX / Quest Diagnostics Incorporated
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
IQV / IQVIA Holdings Inc.
SWKS / Skyworks Solutions, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
WBA / Walgreens Boots Alliance, Inc.
U / Unity Software Inc.
IRTC / iRhythm Holdings, Inc.
SCHW / The Charles Schwab Corporation
DHI / D.R. Horton, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SHW / The Sherwin-Williams Company
SPGI / S&P Global Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
TRU / TransUnion
MDLZ / Mondelez International, Inc.
TRV / The Travelers Companies, Inc.
ESTC / Elastic N.V.
DE / Deere & Company
GE / General Electric Company
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
LRCX / Lam Research Corporation
ALB / Albemarle Corporation
PII / Polaris Inc.
HTGC / Hercules Capital, Inc.
DOCU / DocuSign, Inc.
SRTA / Strata Critical Medical, Inc.
TEL / TE Connectivity plc
BDX / Becton, Dickinson and Company
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MO / Altria Group, Inc.
EEMX / SPDR Index Shares Funds - State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
FRI / First Trust Exchange-Traded Fund - First Trust S&P REIT Index Fund
APTV / Aptiv PLC
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
LULU / lululemon athletica inc.
WOR / Worthington Enterprises, Inc.
CME / CME Group Inc.
ILMN / Illumina, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
TXG / 10x Genomics, Inc.
UVV / Universal Corporation
CRON / Cronos Group Inc.
STLD / Steel Dynamics, Inc.
BMY / Bristol-Myers Squibb Company
ED / Consolidated Edison, Inc.
PSX / Phillips 66
FSP / Franklin Street Properties Corp.
WY / Weyerhaeuser Company
CLX / The Clorox Company
ACN / Accenture plc
ADI / Analog Devices, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
XEL / Xcel Energy Inc.
GIS / General Mills, Inc.
ELV / Elevance Health, Inc.
PPG / PPG Industries, Inc.
TROW / T. Rowe Price Group, Inc.
STZ / Constellation Brands, Inc.
CTVA / Corteva, Inc.
STE / STERIS plc
ANET / Arista Networks, Inc.