Market Value3,766,265,000
Total Holdings690
File Date2021-11-09
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
XLNX / Xilinx, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
GOOGL / Alphabet Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CCL / Carnival Corporation Ltd.
OEF / iShares Trust - iShares S&P 100 ETF
PCAR / PACCAR Inc
INTC / Intel Corporation
DIS / The Walt Disney Company
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
OKE / ONEOK, Inc.
CAT / Caterpillar Inc.
TXT / Textron Inc.
AME / AMETEK, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
ULTA / Ulta Beauty, Inc.
CMG / Chipotle Mexican Grill, Inc.
EQIX / Equinix, Inc.
DLR / Digital Realty Trust, Inc.
CTSH / Cognizant Technology Solutions Corporation
WES / Western Midstream Partners, LP - Limited Partnership
NDAQ / Nasdaq, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IOO / iShares Trust - iShares Global 100 ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
XYL / Xylem Inc.
SYK / Stryker Corporation
NEM / Newmont Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
CPRT / Copart, Inc.
CHD / Church & Dwight Co., Inc.
LOW / Lowe's Companies, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
FANG / Diamondback Energy, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
V / Visa Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
AMP / Ameriprise Financial, Inc.
GWRE / Guidewire Software, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
LIN / Linde plc
DXCM / DexCom, Inc.
ADP / Automatic Data Processing, Inc.
SYY / Sysco Corporation
DRI / Darden Restaurants, Inc.
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Growth Fund
DOCU / DocuSign, Inc.
MU / Micron Technology, Inc.
HAL / Halliburton Company
ALGN / Align Technology, Inc.
AAPL / Apple Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
IAU / iShares Gold Trust
QCOM / QUALCOMM Incorporated
ADSK / Autodesk, Inc.
CNC / Centene Corporation
ZM / Zoom Communications, Inc.
GOOG / Alphabet Inc.
CARR / Carrier Global Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IBM / International Business Machines Corporation
LYB / LyondellBasell Industries N.V.
MS / Morgan Stanley
COUR / Coursera, Inc.
HON / Honeywell International Inc.
ENB / Enbridge Inc.
FTV / Fortive Corporation
BA / The Boeing Company
IVW / iShares Trust - iShares S&P 500 Growth ETF
UNH / UnitedHealth Group Incorporated
CSGP / CoStar Group, Inc.
BAND / Bandwidth Inc.
BRK.A / Berkshire Hathaway Inc.
OTIS / Otis Worldwide Corporation
EOG / EOG Resources, Inc.
PJT / PJT Partners Inc.
BAC / Bank of America Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
MEG / Montrose Environmental Group, Inc.
SONO / Sonos, Inc.
PTON / Peloton Interactive, Inc.
FDX / FedEx Corporation
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
MAR / Marriott International, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
FISV / Fiserv, Inc.
SHW / The Sherwin-Williams Company
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
MA / Mastercard Incorporated
NVG / Nuveen AMT-Free Municipal Credit Income Fund
MDT / Medtronic plc
HIMS / Hims & Hers Health, Inc.
VEEV / Veeva Systems Inc.
CLDR / Cloudera Inc
BKNG / Booking Holdings Inc.
ECL / Ecolab Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
JBL / Jabil Inc.
VZ / Verizon Communications Inc.
ADBE / Adobe Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
UWMC / UWM Holdings Corporation
LUMN / Lumen Technologies, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
BAX / Baxter International Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
DUK / Duke Energy Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
APH / Amphenol Corporation
ASAN / Asana, Inc.
HES / Hess Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
WMT / Walmart Inc.
CHTR / Charter Communications, Inc.
DOV / Dover Corporation
AMZN / Amazon.com, Inc.
HD / The Home Depot, Inc.
LLY / Eli Lilly and Company
RBA / RB Global, Inc.
LYFT / Lyft, Inc.
TGT / Target Corporation
LMT / Lockheed Martin Corporation
ABBV / AbbVie Inc.
JPM / JPMorgan Chase & Co.
SLB / SLB N.V.
BNS / The Bank of Nova Scotia
TXN / Texas Instruments Incorporated
SNAP / Snap Inc.
ADM / Archer-Daniels-Midland Company
ENFR / ALPS ETF Trust - Alerian Energy Infrastructure ETF
SBBP / Strongbridge Biopharma plc
JCI / Johnson Controls International plc
DAL / Delta Air Lines, Inc.
UPS / United Parcel Service, Inc.
TJX / The TJX Companies, Inc.
COR / Cencora, Inc.
KBE / SPDR Series Trust - State Street SPDR S&P Bank ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
CS / Credit Suisse Group AG - ADR
GM / General Motors Company
ETSY / Etsy, Inc.
MPLX / MPLX LP - Limited Partnership
TMO / Thermo Fisher Scientific Inc.
JNJ / Johnson & Johnson
DG / Dollar General Corporation
SO / The Southern Company
C / Citigroup Inc.
RH / RH
CVX / Chevron Corporation
TRV / The Travelers Companies, Inc.
TER / Teradyne, Inc.
TWTR / Twitter Inc
FAST / Fastenal Company
CRM / Salesforce, Inc.
VTRS / Viatris Inc.
ZTS / Zoetis Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
OCUL / Ocular Therapeutix, Inc.
SPGI / S&P Global Inc.
BIIB / Biogen Inc.
DE / Deere & Company
EWJ / iShares, Inc. - iShares MSCI Japan ETF
WFC / Wells Fargo & Company
GE / General Electric Company
CMCSA / Comcast Corporation
JBHT / J.B. Hunt Transport Services, Inc.
WDC / Western Digital Corporation
ELV / Elevance Health, Inc.
Z / Zillow Group, Inc.
AMD / Advanced Micro Devices, Inc.
DELL / Dell Technologies Inc.
GWW / W.W. Grainger, Inc.
YUM / Yum! Brands, Inc.
NWSA / News Corporation
APTV / Aptiv PLC
SE / Sea Limited - Depositary Receipt (Common Stock)
LRCX / Lam Research Corporation
IP / International Paper Company
CHRW / C.H. Robinson Worldwide, Inc.
TEL / TE Connectivity plc
HPQ / HP Inc.
ADI / Analog Devices, Inc.
UBER / Uber Technologies, Inc.
TENB / Tenable Holdings, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
KHC / The Kraft Heinz Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
AMT / American Tower Corporation
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
LMND / Lemonade, Inc.
DKNG / DraftKings Inc.
EW / Edwards Lifesciences Corporation
TLRY / Tilray Brands, Inc.
STX / Seagate Technology Holdings plc
AKAM / Akamai Technologies, Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
TWLO / Twilio Inc.
KEYS / Keysight Technologies, Inc.
AMAT / Applied Materials, Inc.
ZS / Zscaler, Inc.
NVDA / NVIDIA Corporation
MKC / McCormick & Company, Incorporated
ACN / Accenture plc
NSTC.U / Northern Star Investment Corp. III Units, each consisting of one share of Class A common stock and o
BX / Blackstone Inc.
TSN / Tyson Foods, Inc.
FLR / Fluor Corporation
FOXA / Fox Corporation
BKR / Baker Hughes Company
LNC / Lincoln National Corporation
SJM / The J. M. Smucker Company
O / Realty Income Corporation
NTRS / Northern Trust Corporation
MPWR / Monolithic Power Systems, Inc.
POSH / Poshmark Inc - Class A
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
ODFL / Old Dominion Freight Line, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
AEE / Ameren Corporation
US0153511094 / Alexion Pharmaceuticals, Inc.
FTAI / FTAI Aviation Ltd.
BGT / BlackRock Floating Rate Income Trust
IEUR / iShares Trust - iShares Core MSCI Europe ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
CCI / Crown Castle Inc.
UAL / United Airlines Holdings, Inc.
CMA / Comerica Incorporated
FBIN / Fortune Brands Innovations, Inc.
CLX / The Clorox Company
TRTX / TPG RE Finance Trust, Inc.
KOD / Kodiak Sciences Inc.
UNM / Unum Group
IWB / iShares Trust - iShares Russell 1000 ETF
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
CME / CME Group Inc.
SIVB / SVB Financial Group
MRNA / Moderna, Inc.
MMP / Magellan Midstream Partners L.P.
AJG / Arthur J. Gallagher & Co.
DOW / Dow Inc.
OPEN / Opendoor Technologies Inc.
RPD / Rapid7, Inc.
ZUO / Zuora, Inc.
TTD / The Trade Desk, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
NARI / Inari Medical, Inc.
NFLX / Netflix, Inc.
AIV / Apartment Investment and Management Company
VLO / Valero Energy Corporation
UPWK / Upwork Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
MRSH / Marsh & McLennan Companies, Inc.
RBLX / Roblox Corporation
HLIO / Helios Technologies, Inc.
TDG / TransDigm Group Incorporated
GIS / General Mills, Inc.
TFX / Teleflex Incorporated
SJNK / SPDR Series Trust - State Street SPDR Bloomberg Short Term High Yield Bond ETF
PH / Parker-Hannifin Corporation
ET / Energy Transfer LP - Limited Partnership
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
EXPD / Expeditors International of Washington, Inc.
PINS / Pinterest, Inc.
NAC / Nuveen California Quality Municipal Income Fund
DVN / Devon Energy Corporation
RCL / Royal Caribbean Cruises Ltd.
AFRM / Affirm Holdings, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
INCY / Incyte Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
PPG / PPG Industries, Inc.
MSCI / MSCI Inc.
CMI / Cummins Inc.
GRMN / Garmin Ltd.
VRTX / Vertex Pharmaceuticals Incorporated
LNT / Alliant Energy Corporation
WY / Weyerhaeuser Company
SBH / Sally Beauty Holdings, Inc.
MTB / M&T Bank Corporation
FE / FirstEnergy Corp.
AVLR / Avalara Inc
JRO / Nuveen Floating Rate Income Opportunity Fund
57772K101 / Maxim Integrated Products Inc.
US83088V1026 / Slack Technologies Inc
T / AT&T Inc.
OXY / Occidental Petroleum Corporation
NYCB / Flagstar Financial, Inc.
SUMO / Sumo Logic Inc
NVRO / Nevro Corp.
EIX / Edison International
LBAI / Lakeland Bancorp, Inc.
CRSP / CRISPR Therapeutics AG
COHR / Coherent Corp.
POOL / Pool Corporation
MIME / Mimecast Ltd
ROP / Roper Technologies, Inc.
PLAN / Anaplan Inc
MCHP / Microchip Technology Incorporated
RVTY / Revvity, Inc.
UP / Wheels Up Experience Inc.
ATHA / LeonaBio, Inc.
BGB / Blackstone Strategic Credit 2027 Term Fund
STMP / Stamps.com Inc.
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
HUBS / HubSpot, Inc.
ZION / Zions Bancorporation, National Association
CORS.U / Corsair Partnering Corporation Units, each consisting of one Class A ordinary share and one-third of
ONEM / 1life Healthcare Inc
ZBH / Zimmer Biomet Holdings, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
XEC / Cimarex Energy Co.
FND / Floor & Decor Holdings, Inc.
GNRC / Generac Holdings Inc.
NSC / Norfolk Southern Corporation
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
URI / United Rentals, Inc.
RSG / Republic Services, Inc.
NFG / National Fuel Gas Company
ROOT / Root, Inc.
ZNGA / Zynga Inc - Class A
TROW / T. Rowe Price Group, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
RMO / Romeo Power Inc - Class A
EQR / Equity Residential
LH / Labcorp Holdings Inc.
KRC / Kilroy Realty Corporation
EMN / Eastman Chemical Company
CDW / CDW Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PG / The Procter & Gamble Company
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note
RPRX / Royalty Pharma plc
GOLD / Gold.com, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
WBA / Walgreens Boots Alliance, Inc.
LULU / lululemon athletica inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
XM / Qualtrics International Inc - Class A
HYFM / Hydrofarm Holdings Group, Inc.
CERN / Cerner Corp.
KSU / Kansas City Southern
BYND / Beyond Meat, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
NDRA / ENDRA Life Sciences Inc.
WRK / WestRock Company
CBRE / CBRE Group, Inc.
XCUR / Exicure, Inc.
EPAM / EPAM Systems, Inc.
MTCH / Match Group, Inc.
DOMA / Doma Holdings Inc.
MRTX / Mirati Therapeutics, Inc.
SRNE / Sorrento Therapeutics, Inc.
CALY / Callaway Golf Company
PYPL / PayPal Holdings, Inc.
APD / Air Products and Chemicals, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
STZ / Constellation Brands, Inc.
ED / Consolidated Edison, Inc.
WAT / Waters Corporation
TDY / Teledyne Technologies Incorporated
NKTR / Nektar Therapeutics
WIX / Wix.com Ltd.
WST / West Pharmaceutical Services, Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
COO / The Cooper Companies, Inc.
CTVA / Corteva, Inc.
FLT / Corpay, Inc.
LUV / Southwest Airlines Co.
QRVO / Qorvo, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ATVI / Activision Blizzard Inc
CSX / CSX Corporation
SIRI / Sirius XM Holdings Inc.
SGEN / Seagen Inc
REAL / The RealReal, Inc.
SEDG / SolarEdge Technologies, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MFA / MFA Financial, Inc.
LHDX / Lucira Health Inc
ANSS / ANSYS, Inc.
GLPI / Gaming and Leisure Properties, Inc.
FIVN / Five9, Inc.
CB / Chubb Limited
BASE / Couchbase, Inc.
MSFT / Microsoft Corporation
MSI / Motorola Solutions, Inc.
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
STT / State Street Corporation
HUM / Humana Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
EBAY / eBay Inc.
PAYX / Paychex, Inc.
XOM / Exxon Mobil Corporation
BXMT / Blackstone Mortgage Trust, Inc.
LC / LendingClub Corporation
ICE / Intercontinental Exchange, Inc.
MDLZ / Mondelez International, Inc.
BSX / Boston Scientific Corporation
VFC / V.F. Corporation
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
SNOW / Snowflake Inc.
IDXX / IDEXX Laboratories, Inc.
AI / C3.ai, Inc.
PLD / Prologis, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
PPL / Pembina Pipeline Corporation
KREF / KKR Real Estate Finance Trust Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
RMD / ResMed Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
AVB / AvalonBay Communities, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MRK / Merck & Co., Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
PRG / PROG Holdings, Inc.
JFR / Nuveen Floating Rate Income Fund
LVS / Las Vegas Sands Corp.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
NUE / Nucor Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
SSO / ProShares Trust - ProShares Ultra S&P500
MCD / McDonald's Corporation
VTR / Ventas, Inc.
OKTA / Okta, Inc.
KMI / Kinder Morgan, Inc.
GNW / Genworth Financial, Inc.
MOS / The Mosaic Company
DDOG / Datadog, Inc.
COF / Capital One Financial Corporation
PGR / The Progressive Corporation
GNL / Global Net Lease, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BFB / Brown-Forman Corp. - Class B
AWK / American Water Works Company, Inc.
BKCC / BlackRock Capital Investment Corporation
C.WSA / Citigroup, Inc.
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
ETHO / Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
DLTR / Dollar Tree, Inc.
META / Meta Platforms, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
CTLP / Cantaloupe, Inc.
TRMB / Trimble Inc.
IVZ / Invesco Ltd.
MELI / MercadoLibre, Inc.
RTX / RTX Corporation
MPC / Marathon Petroleum Corporation
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
SYRS / Syros Pharmaceuticals, Inc.
ARCC / Ares Capital Corporation
ES / Eversource Energy
FIVE / Five Below, Inc.
BILL / BILL Holdings, Inc.
MET / MetLife, Inc.
CRWD / CrowdStrike Holdings, Inc.
TXG / 10x Genomics, Inc.
BMY / Bristol-Myers Squibb Company
DBX / Dropbox, Inc.
SWK / Stanley Black & Decker, Inc.
FUBO / FuboTV Inc.
PSNL / Personalis, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
ABNB / Airbnb, Inc.
ALB / Albemarle Corporation
COST / Costco Wholesale Corporation
KMB / Kimberly-Clark Corporation
XSW / SPDR Series Trust - State Street SPDR S&P Software & Services ETF
ORCL / Oracle Corporation
TSLA / Tesla, Inc.
DHI / D.R. Horton, Inc.
SBAC / SBA Communications Corporation
MNST / Monster Beverage Corporation
CL / Colgate-Palmolive Company
COIN / Coinbase Global, Inc.
FRC / First Republic Bank
MMM / 3M Company
NOC / Northrop Grumman Corporation
SPY / State Street SPDR S&P 500 ETF Trust
GILD / Gilead Sciences, Inc.
PLTR / Palantir Technologies Inc.
WM / Waste Management, Inc.
HCA / HCA Healthcare, Inc.
TREX / Trex Company, Inc.
NKE / NIKE, Inc.
QS / QuantumScape Corporation
CVNA / Carvana Co.
AIG / American International Group, Inc.
KO / The Coca-Cola Company
FIS / Fidelity National Information Services, Inc.
SNPS / Synopsys, Inc.
PAGP / Plains GP Holdings, L.P. - Limited Partnership
LW / Lamb Weston Holdings, Inc.
WDAY / Workday, Inc.
NOW / ServiceNow, Inc.
SPOT / Spotify Technology S.A.
CI / The Cigna Group
PCOR / Procore Technologies, Inc.
BRK.B / Berkshire Hathaway Inc.
EVC / Entravision Communications Corporation
MCK / McKesson Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SBUX / Starbucks Corporation
EXPE / Expedia Group, Inc.
QQQ / Invesco QQQ Trust, Series 1
PFE / Pfizer Inc.
AON / Aon plc
PSA / Public Storage
MTD / Mettler-Toledo International Inc.
SCHW / The Charles Schwab Corporation
IFF / International Flavors & Fragrances Inc.
FCX / Freeport-McMoRan Inc.
AXP / American Express Company
IVV / iShares Trust - iShares Core S&P 500 ETF
ISRG / Intuitive Surgical, Inc.
TFC / Truist Financial Corporation
UNP / Union Pacific Corporation
NXPI / NXP Semiconductors N.V.
ITW / Illinois Tool Works Inc.
CSCO / Cisco Systems, Inc.
CEF / Sprott Physical Gold and Silver Trust
HBAN / Huntington Bancshares Incorporated
IQV / IQVIA Holdings Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
PRU / Prudential Financial, Inc.
A / Agilent Technologies, Inc.
ROK / Rockwell Automation, Inc.
CAG / Conagra Brands, Inc.
SPLK / Splunk Inc.
ROKU / Roku, Inc.
WSM / Williams-Sonoma, Inc.
EFX / Equifax Inc.
AFL / Aflac Incorporated
WEC / WEC Energy Group, Inc.
VMC / Vulcan Materials Company
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ANET / Arista Networks, Inc.
RITM / Rithm Capital Corp.
WELL / Welltower Inc.
PXD / Pioneer Natural Resources Company
IHRT / iHeartMedia, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
ETN / Eaton Corporation plc
HSY / The Hershey Company
PAYC / Paycom Software, Inc.
VRSN / VeriSign, Inc.
TEAM / Atlassian Corporation
CMRC / Commerce.com, Inc.
LHX / L3Harris Technologies, Inc.
AVY / Avery Dennison Corporation
BALL / Ball Corporation
PARA / Paramount Global
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
GLW / Corning Incorporated
WISH / ContextLogic Inc.
ONCT / Oncternal Therapeutics, Inc.
MOVE / Corvex, Inc.
FVRR / Fiverr International Ltd.
WMB / The Williams Companies, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IT / Gartner, Inc.
MGM / MGM Resorts International
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ALHC / Alignment Healthcare, Inc.
EXR / Extra Space Storage Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
UDR / UDR, Inc.
CTAS / Cintas Corporation
SWKS / Skyworks Solutions, Inc.
CDNS / Cadence Design Systems, Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
CRL / Charles River Laboratories International, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
MO / Altria Group, Inc.
WTW / Willis Towers Watson Public Limited Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
WAB / Westinghouse Air Brake Technologies Corporation
PGNY / Progyny, Inc.
IR / Ingersoll Rand Inc.
DFS / Discover Financial Services
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
FITB / Fifth Third Bancorp
GLYC / GlycoMimetics, Inc.
DASH / DoorDash, Inc.
VRSK / Verisk Analytics, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
KEY / KeyCorp
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
SPG / Simon Property Group, Inc.
KLAC / KLA Corporation
DGX / Quest Diagnostics Incorporated
EFA / iShares Trust - iShares MSCI EAFE ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
CGNX / Cognex Corporation
MRVL / Marvell Technology, Inc.
FMC / FMC Corporation
SQSP / Squarespace, Inc.
CLOV / Clover Health Investments, Corp.
MRO / Marathon Oil Corporation
PD / PagerDuty, Inc.
MCO / Moody's Corporation
UPST / Upstart Holdings, Inc.
F / Ford Motor Company
AQMS / Aqua Metals, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
MCHI / iShares Trust - iShares MSCI China ETF
IRM / Iron Mountain Incorporated
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
GS / The Goldman Sachs Group, Inc.
ABT / Abbott Laboratories
PENN / PENN Entertainment, Inc.
EL / The Estée Lauder Companies Inc.
MLM / Martin Marietta Materials, Inc.
AVGO / Broadcom Inc.
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DHR / Danaher Corporation
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
BR / Broadridge Financial Solutions, Inc.
CFG / Citizens Financial Group, Inc.
PATH / UiPath, Inc.
ESTC / Elastic N.V.
ARKK / ARK ETF Trust - ARK Innovation ETF
ILMN / Illumina, Inc.
SYF / Synchrony Financial
PEP / PepsiCo, Inc.
KR / The Kroger Co.
NET / Cloudflare, Inc.
PPL / PPL Corporation
LEN / Lennar Corporation
EXC / Exelon Corporation
HLT / Hilton Worldwide Holdings Inc.
REGN / Regeneron Pharmaceuticals, Inc.
NTAP / NetApp, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
PANW / Palo Alto Networks, Inc.
GLD / SPDR Gold Shares
EPD / Enterprise Products Partners L.P. - Limited Partnership
NEE / NextEra Energy, Inc.
DD / DuPont de Nemours, Inc.
GD / General Dynamics Corporation
TT / Trane Technologies plc
XEL / Xcel Energy Inc.
HPE / Hewlett Packard Enterprise Company
PSTG / Everpure, Inc.
EMR / Emerson Electric Co.
TWST / Twist Bioscience Corporation
CVS / CVS Health Corporation
TMUS / T-Mobile US, Inc.
FTNT / Fortinet, Inc.
SHOP / Shopify Inc.
INTU / Intuit Inc.
GBDC / Golub Capital BDC, Inc.
SRE / Sempra
AMGN / Amgen Inc.
EA / Electronic Arts Inc.
ROST / Ross Stores, Inc.
PM / Philip Morris International Inc.
PEG / Public Service Enterprise Group Incorporated
ZBRA / Zebra Technologies Corporation
ENPH / Enphase Energy, Inc.
HIG / The Hartford Insurance Group, Inc.
ALLO / Allogene Therapeutics, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
MDB / MongoDB, Inc.
USB / U.S. Bancorp
D / Dominion Energy, Inc.
BBY / Best Buy Co., Inc.
OUT / OUTFRONT Media Inc.
ALL / The Allstate Corporation
CHGG / Chegg, Inc.
AMCR / Amcor plc
IPO / Renaissance Capital Greenwich Funds - Renaissance IPO ETF
TWOU / 2U, Inc.
ESS / Essex Property Trust, Inc.
BDX / Becton, Dickinson and Company
AZO / AutoZone, Inc.
TSCO / Tractor Supply Company
BK / The Bank of New York Mellon Corporation
ZG / Zillow Group, Inc.
XYZ / Block, Inc.
COP / ConocoPhillips
ORLY / O'Reilly Automotive, Inc.
PFG / Principal Financial Group, Inc.
ARE / Alexandria Real Estate Equities, Inc.
PNC / The PNC Financial Services Group, Inc.
SMG / The Scotts Miracle-Gro Company
RF / Regions Financial Corporation
TPICQ / TPI Composites, Inc.
GPN / Global Payments Inc.
PSX / Phillips 66