Market Value2,919,918,997
Total Holdings702
File Date2024-08-12
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)
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VRTX / Vertex Pharmaceuticals Incorporated
COR / Cencora, Inc.
IR / Ingersoll Rand Inc.
CHPT / ChargePoint Holdings, Inc.
SPOT / Spotify Technology S.A.
NXPI / NXP Semiconductors N.V.
BAC / Bank of America Corporation
SMBC / Southern Missouri Bancorp, Inc.
MS / Morgan Stanley
TPL / Texas Pacific Land Corporation
BKFOF / Brookfield Corporation - Preferred Stock
MMLP / Martin Midstream Partners L.P. - Limited Partnership
GOOG / Alphabet Inc.
SYY / Sysco Corporation
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
OCSL / Oaktree Specialty Lending Corporation
MGEE / MGE Energy, Inc.
FIS / Fidelity National Information Services, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
STLD / Steel Dynamics, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CAH / Cardinal Health, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
GE / General Electric Company
EXC / Exelon Corporation
MFA / MFA Financial, Inc.
TILE / Interface, Inc.
STX / Seagate Technology Holdings plc
EXE / Expand Energy Corporation
VLO / Valero Energy Corporation
LNT / Alliant Energy Corporation
CLX / The Clorox Company
O / Realty Income Corporation
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
DHI / D.R. Horton, Inc.
EME / EMCOR Group, Inc.
FSK / FS KKR Capital Corp.
LIN / Linde plc
PHM / PulteGroup, Inc.
HSY / The Hershey Company
BRK.A / Berkshire Hathaway Inc.
SCHWAB CHARLES FAMILY FD / AMT TAX FREE MNY (808515530)
AMD / Advanced Micro Devices, Inc.
DTM / DT Midstream, Inc.
TTWO / Take-Two Interactive Software, Inc.
KVUE / Kenvue Inc.
CW / Curtiss-Wright Corporation
LMT / Lockheed Martin Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
BALL / Ball Corporation
WING / Wingstop Inc.
JOBY / Joby Aviation, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
HROW / Harrow, Inc.
JXN / Jackson Financial Inc.
BAH / Booz Allen Hamilton Holding Corporation
OPK / OPKO Health, Inc.
KLAC / KLA Corporation
BBY / Best Buy Co., Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
MSCI / MSCI Inc.
ABCB / Ameris Bancorp
CEIX / CONSOL Energy Inc.
GLRE / Greenlight Capital Re, Ltd.
EVRG / Evergy, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
MRSH / Marsh & McLennan Companies, Inc.
FAST / Fastenal Company
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF
WYNN / Wynn Resorts, Limited
FISV / Fiserv, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
FTNT / Fortinet, Inc.
AON / Aon plc
AMLP / ALPS ETF Trust - Alerian MLP ETF
PMVP / PMV Pharmaceuticals, Inc.
CRSP / CRISPR Therapeutics AG
BFB / Brown-Forman Corp. - Class B
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
SABA / Saba Capital Income & Opportunities Fund II
MDU / MDU Resources Group, Inc.
ISRG / Intuitive Surgical, Inc.
TLRY / Tilray Brands, Inc.
LCID / Lucid Group, Inc.
AMAT / Applied Materials, Inc.
RACE / Ferrari N.V.
DMLP / Dorchester Minerals, L.P. - Limited Partnership
IT / Gartner, Inc.
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
COF / Capital One Financial Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BITF / Bitfarms Ltd.
SYF / Synchrony Financial
BRO / Brown & Brown, Inc.
V / Visa Inc.
MDLZ / Mondelez International, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
TXT / Textron Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
GXO / GXO Logistics, Inc.
WHR / Whirlpool Corporation
ENFFF / Enbridge Inc. - Preferred Security
ACGL / Arch Capital Group Ltd.
F / Ford Motor Company
ESPR / Esperion Therapeutics, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
HBAN / Huntington Bancshares Incorporated
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MSGS / Madison Square Garden Sports Corp.
TJX / The TJX Companies, Inc.
ETR / Entergy Corporation
TREX / Trex Company, Inc.
RTX / RTX Corporation
WD / Walker & Dunlop, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
PLD / Prologis, Inc.
MKC / McCormick & Company, Incorporated
KNF / Knife River Corporation
BA / The Boeing Company
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
EXR / Extra Space Storage Inc.
LOW / Lowe's Companies, Inc.
ASC / Ardmore Shipping Corporation
CHD / Church & Dwight Co., Inc.
BRK.A / Berkshire Hathaway Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
XEL / Xcel Energy Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
NCTY / The9 Limited - Depositary Receipt (Common Stock)
ROKU / Roku, Inc.
WFC / Wells Fargo & Company
MDT / Medtronic plc
ALE / ALLETE, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
AOS / A. O. Smith Corporation
SEVN / Seven Hills Realty Trust
BWXT / BWX Technologies, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
DSGX / The Descartes Systems Group Inc.
WFC.PRL / Wells Fargo & Company - Preferred Stock
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
CVS / CVS Health Corporation
IEX / IDEX Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MELI / MercadoLibre, Inc.
WPC / W. P. Carey Inc.
CWH / Camping World Holdings, Inc.
DBC / Invesco DB Commodity Index Tracking Fund
AAOI / Applied Optoelectronics, Inc.
PH / Parker-Hannifin Corporation
HLT / Hilton Worldwide Holdings Inc.
TOL / Toll Brothers, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IBM / International Business Machines Corporation
SLV / iShares Silver Trust
NOC / Northrop Grumman Corporation
CRM / Salesforce, Inc.
SCCO / Southern Copper Corporation
JPM / JPMorgan Chase & Co.
NVR / NVR, Inc.
INTC / Intel Corporation
DKNG / DraftKings Inc.
KR / The Kroger Co.
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DIS / The Walt Disney Company
OKE / ONEOK, Inc.
ADI / Analog Devices, Inc.
CAT / Caterpillar Inc.
DLTR / Dollar Tree, Inc.
GS / The Goldman Sachs Group, Inc.
ET / Energy Transfer LP - Limited Partnership
HUM / Humana Inc.
HRL / Hormel Foods Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
PFG / Principal Financial Group, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
DPZ / Domino's Pizza, Inc.
FRT / Federal Realty Investment Trust
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
DG / Dollar General Corporation
BSX / Boston Scientific Corporation
CMG / Chipotle Mexican Grill, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
RIVN / Rivian Automotive, Inc.
FITB / Fifth Third Bancorp
NUE / Nucor Corporation
ICE / Intercontinental Exchange, Inc.
TGT / Target Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
DLR / Digital Realty Trust, Inc.
EQIX / Equinix, Inc.
MCK / McKesson Corporation
CVX / Chevron Corporation
HCA / HCA Healthcare, Inc.
FTI / TechnipFMC plc
GPC / Genuine Parts Company
ETN / Eaton Corporation plc
VST / Vistra Corp.
EFX / Equifax Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
PPL / PPL Corporation
PSX / Phillips 66
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IQV / IQVIA Holdings Inc.
DGX / Quest Diagnostics Incorporated
MPWR / Monolithic Power Systems, Inc.
LNC / Lincoln National Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CPRT / Copart, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
SNOW / Snowflake Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
AXON / Axon Enterprise, Inc.
T / AT&T Inc.
HIG / The Hartford Insurance Group, Inc.
EXPE / Expedia Group, Inc.
PWR / Quanta Services, Inc.
CDNS / Cadence Design Systems, Inc.
AMT / American Tower Corporation
PEP / PepsiCo, Inc.
GEHC / GE HealthCare Technologies Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
STZ / Constellation Brands, Inc.
SPGI / S&P Global Inc.
INTU / Intuit Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
TXN / Texas Instruments Incorporated
ESS / Essex Property Trust, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
LHX / L3Harris Technologies, Inc.
FE / FirstEnergy Corp.
YUM / Yum! Brands, Inc.
DXCM / DexCom, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
DRI / Darden Restaurants, Inc.
PLTR / Palantir Technologies Inc.
UBER / Uber Technologies, Inc.
FSIG / First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF
PAYX / Paychex, Inc.
SLGN / Silgan Holdings Inc.
COST / Costco Wholesale Corporation
RITM / Rithm Capital Corp.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ANET / Arista Networks, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
OMC / Omnicom Group Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
FLR / Fluor Corporation
RF / Regions Financial Corporation
MEDP / Medpace Holdings, Inc.
ADSK / Autodesk, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
XOM / Exxon Mobil Corporation
QCOM / QUALCOMM Incorporated
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
EIX / Edison International
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
AXP / American Express Company
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
GLD / SPDR Gold Shares
CARR / Carrier Global Corporation
MOS / The Mosaic Company
DAL / Delta Air Lines, Inc.
ALL / The Allstate Corporation
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
DHR / Danaher Corporation
CTW0 / Celestica Inc.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
UAL / United Airlines Holdings, Inc.
FLMI / Franklin Templeton ETF Trust - Franklin Dynamic Municipal Bond ETF
PGR / The Progressive Corporation
GWW / W.W. Grainger, Inc.
DOV / Dover Corporation
JCI / Johnson Controls International plc
ZTS / Zoetis Inc.
TWLO / Twilio Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
BDX / Becton, Dickinson and Company
SOUN / SoundHound AI, Inc.
SBUX / Starbucks Corporation
TSLA / Tesla, Inc.
SWK / Stanley Black & Decker, Inc.
MMM / 3M Company
VKTX / Viking Therapeutics, Inc.
MSFT / Microsoft Corporation
VRSK / Verisk Analytics, Inc.
BBAI / BigBear.ai Holdings, Inc.
CCBG / Capital City Bank Group, Inc.
JNJ / Johnson & Johnson
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
D / Dominion Energy, Inc.
APH / Amphenol Corporation
AER / AerCap Holdings N.V.
IRM / Iron Mountain Incorporated
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
NVDA / NVIDIA Corporation
WM / Waste Management, Inc.
C / Citigroup Inc.
PNC / The PNC Financial Services Group, Inc.
MSTR / Strategy Inc
AFRM / Affirm Holdings, Inc.
GD / General Dynamics Corporation
MU / Micron Technology, Inc.
CCEPE / Coca-Cola Europacific Partners PLC
KKR / KKR & Co. Inc.
DVN / Devon Energy Corporation
DTE / DTE Energy Company
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SNAP / Snap Inc.
CCK / Crown Holdings, Inc.
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
AWK / American Water Works Company, Inc.
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
ACN / Accenture plc
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
PECO / Phillips Edison & Company, Inc.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
NET / Cloudflare, Inc.
CAVA / CAVA Group, Inc.
CGNX / Cognex Corporation
EQT / EQT Corporation
MAR / Marriott International, Inc.
META / Meta Platforms, Inc.
BR / Broadridge Financial Solutions, Inc.
AVXL / Anavex Life Sciences Corp.
KMI / Kinder Morgan, Inc.
CCI / Crown Castle Inc.
MCD / McDonald's Corporation
TDY / Teledyne Technologies Incorporated
BKNG / Booking Holdings Inc.
PFE / Pfizer Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
MTB / M&T Bank Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ZS / Zscaler, Inc.
RBLX / Roblox Corporation
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
EW / Edwards Lifesciences Corporation
MCO / Moody's Corporation
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
VZ / Verizon Communications Inc.
GCT / GigaCloud Technology Inc.
CHRW / C.H. Robinson Worldwide, Inc.
COIN / Coinbase Global, Inc.
SRE / Sempra
IVV / iShares Trust - iShares Core S&P 500 ETF
ES / Eversource Energy
CR / Crane Company
IWB / iShares Trust - iShares Russell 1000 ETF
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
PG / The Procter & Gamble Company
VTR / Ventas, Inc.
FHN / First Horizon Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
FNV / Franco-Nevada Corporation
GILD / Gilead Sciences, Inc.
BMY / Bristol-Myers Squibb Company
IMO / Imperial Oil Limited
LEG / Leggett & Platt, Incorporated
DJT / Trump Media & Technology Group Corp.
EDIT / Editas Medicine, Inc.
NKLA / Nikola Corporation
OVV / Ovintiv Inc.
DLX / Deluxe Corporation
FUBO / FuboTV Inc.
AKTS / Aktis Oncology, Inc.
RXO / RXO, Inc.
PAYC / Paycom Software, Inc.
APPN / Appian Corporation
MASI / Masimo Corporation
OTLY / Oatly Group AB - Depositary Receipt (Common Stock)
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note
RDFN / Redfin Corporation
SWAV / Shockwave Medical, Inc.
PXD / Pioneer Natural Resources Company
LH / Labcorp Holdings Inc.
JBLU / JetBlue Airways Corporation
ETSY / Etsy, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
CIM / Chimera Investment Corporation
CROX / Crocs, Inc.
DRCT / Direct Digital Holdings, Inc.
IPG / The Interpublic Group of Companies, Inc.
RIOT / Riot Platforms, Inc.
WKEY / WISeKey International Holding AG - Depositary Receipt (Common Stock)
BKKT / Bakkt, Inc.
WMT / Walmart Inc.
IBIT / iShares Bitcoin Trust ETF
MOH / Molina Healthcare, Inc.
GAMB / Gambling.com Group Limited
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
SWN / Southwestern Energy Company
SMCI / Super Micro Computer, Inc.
ALIT / Alight, Inc.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
LRCX / Lam Research Corporation
WRK / WestRock Company
CC / The Chemours Company
TEL / TE Connectivity plc
DBX / Dropbox, Inc.
C.WSA / Citigroup, Inc.
TELL / Tellurian Inc.
STNE / StoneCo Ltd.
SKX / Skechers U.S.A., Inc.
ACMR / ACM Research, Inc.
ALB / Albemarle Corporation
K / Kellanova
GOOGL / Alphabet Inc.
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
KORP / American Century ETF Trust - American Century Diversified Corporate Bond ETF
UPST / Upstart Holdings, Inc.
CSGP / CoStar Group, Inc.
VICI / VICI Properties Inc.
GM / General Motors Company
CP / Canadian Pacific Kansas City Limited
RLI / RLI Corp.
MRO / Marathon Oil Corporation
HES / Hess Corporation
MFC / Manulife Financial Corporation
PPH / VanEck ETF Trust - VanEck Pharmaceutical ETF
WMB / The Williams Companies, Inc.
NSA / National Storage Affiliates Trust
ABNB / Airbnb, Inc.
LAC / Lithium Americas Corp.
KSCP / Knightscope, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
KSS / Kohl's Corporation
GNS / Genius Group Limited
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
OLPX / Olaplex Holdings, Inc.
BX / Blackstone Inc.
MRVL / Marvell Technology, Inc.
DE / Deere & Company
NLY / Annaly Capital Management, Inc.
CRWD / CrowdStrike Holdings, Inc.
NOVT / Novanta Inc.
DOCU / DocuSign, Inc.
PBR.A / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
WRB / W. R. Berkley Corporation
OKTA / Okta, Inc.
AB / AllianceBernstein Holding L.P. - Limited Partnership
NVS / Novartis AG - Depositary Receipt (Common Stock)
SILA / Sila Realty Trust, Inc.
LEN / Lennar Corporation
ZBH / Zimmer Biomet Holdings, Inc.
WES / Western Midstream Partners, LP - Limited Partnership
POWW / Outdoor Holding Company
VALE / Vale S.A. - Depositary Receipt (Common Stock)
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SHW / The Sherwin-Williams Company
CELH / Celsius Holdings, Inc.
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
ELF / e.l.f. Beauty, Inc.
GIS / General Mills, Inc.
CI / The Cigna Group
KNSL / Kinsale Capital Group, Inc.
FCCO / First Community Corporation
FSLR / First Solar, Inc.
SUN / Sunoco LP - Limited Partnership
TFC / Truist Financial Corporation
PSTG / Everpure, Inc.
AMCR / Amcor plc
FBNC / First Bancorp
PII / Polaris Inc.
MZTI / The Marzetti Company
MDB / MongoDB, Inc.
BOC / Boston Omaha Corporation
AMP / Ameriprise Financial, Inc.
TTD / The Trade Desk, Inc.
IP / International Paper Company
ADBE / Adobe Inc.
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
AFL / Aflac Incorporated
DD / DuPont de Nemours, Inc.
XPO / XPO, Inc.
STAG / STAG Industrial, Inc.
ITW / Illinois Tool Works Inc.
OTTR / Otter Tail Corporation
USFD / US Foods Holding Corp.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SNPS / Synopsys, Inc.
BK / The Bank of New York Mellon Corporation
STXS / Stereotaxis, Inc.
WBD / Warner Bros. Discovery, Inc.
ADP / Automatic Data Processing, Inc.
ABT / Abbott Laboratories
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
NSC / Norfolk Southern Corporation
TT / Trane Technologies plc
AMZN / Amazon.com, Inc.
NEM / Newmont Corporation
LAMR / Lamar Advertising Company
RYC / Royal Bank of Canada
MITK / Mitek Systems, Inc.
BLDR / Builders FirstSource, Inc.
AAME / Atlantic American Corporation
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
CRH / CRH plc
PINS / Pinterest, Inc.
AEP / American Electric Power Company, Inc.
MPLX / MPLX LP - Limited Partnership
SPMB / SPDR Series Trust - State Street SPDR Portfolio Mortgage Backed Bond ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
HON / Honeywell International Inc.
CL / Colgate-Palmolive Company
PNR / Pentair plc
LIE / Sun Life Financial Inc.
FDX / FedEx Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
HD / The Home Depot, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
AXS / AXIS Capital Holdings Limited
MPC / Marathon Petroleum Corporation
UBSGZ / UBS Group AG
VMC / Vulcan Materials Company
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
URI / United Rentals, Inc.
MGM / MGM Resorts International
TRV / The Travelers Companies, Inc.
USB / U.S. Bancorp
MO / Altria Group, Inc.
LYV / Live Nation Entertainment, Inc.
PAY / Paymentus Holdings, Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SPY / State Street SPDR S&P 500 ETF Trust
CHE / Chemed Corporation
GPN / Global Payments Inc.
EXPD / Expeditors International of Washington, Inc.
AR / Antero Resources Corporation
COKE / Coca-Cola Consolidated, Inc.
GRMN / Garmin Ltd.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
AAPL / Apple Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
DOW / Dow Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
ZM / Zoom Communications, Inc.
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
RIG / Transocean Ltd.
INUV / Inuvo, Inc.
ALC / Alcon Inc.
VITL / Vital Farms, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
SSB / SouthState Bank Corporation
WBA / Walgreens Boots Alliance, Inc.
FLO / Flowers Foods, Inc.
CBOE / Cboe Global Markets, Inc.
FSCO / FS Credit Opportunities Corp.
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
HGER / Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF
AGR / Avangrid, Inc.
HOLX / Hologic, Inc.
ENPH / Enphase Energy, Inc.
BEN / Franklin Resources, Inc.
FFIE / Faraday Future Intelligent Electric Inc.
LKQ / LKQ Corporation
AAL / American Airlines Group Inc.
CXT / Crane NXT, Co.
AI / C3.ai, Inc.
GEV / GE Vernova Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
KRT / Karat Packaging Inc.
CAG / Conagra Brands, Inc.
CENT / Central Garden & Pet Company
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
BSM / Black Stone Minerals, L.P. - Limited Partnership
IDXX / IDEXX Laboratories, Inc.
FTXL / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Semiconductor ETF
FLYX / flyExclusive, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
DBRG / DigitalBridge Group, Inc.
FORA / Forian Inc.
APPF / AppFolio, Inc.
DDOG / Datadog, Inc.
RYN / Rayonier Inc.
J / Jacobs Solutions Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
WIX / Wix.com Ltd.
ALT / Altimmune, Inc.
OCFC / OceanFirst Financial Corp.
CEG / Constellation Energy Corporation
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
RCM / R1 RCM Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
LGTY / Logility Supply Chain Solutions, Inc.
BROS / Dutch Bros Inc.
JBL / Jabil Inc.
ANSS / ANSYS, Inc.
TSN / Tyson Foods, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
OGE / OGE Energy Corp.
PANW / Palo Alto Networks, Inc.
SLG / SL Green Realty Corp.
HPQ / HP Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IBP / Installed Building Products, Inc.
FCEL / FuelCell Energy, Inc.
PSA / Public Storage
DELL / Dell Technologies Inc.
FCNCA / First Citizens BancShares, Inc.
ZETA / Zeta Global Holdings Corp.
UNP / Union Pacific Corporation
CMCSA / Comcast Corporation
BMO / Bank of Montreal
ARCO / Arcos Dorados Holdings Inc.
XYZ / Block, Inc.
PRU / Prudential Financial, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SLB / SLB N.V.
ATO / Atmos Energy Corporation
PPG / PPG Industries, Inc.
HUBS / HubSpot, Inc.
LYB / LyondellBasell Industries N.V.
SOFI / SoFi Technologies, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
LTC / LTC Properties, Inc.
ALTM / Arcadium Lithium plc
BIIB / Biogen Inc.
PLUG / Plug Power Inc.
CSCO / Cisco Systems, Inc.
HAL / Halliburton Company
LNG / Cheniere Energy, Inc.
UNH / UnitedHealth Group Incorporated
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
AIG / American International Group, Inc.
SIRI / Sirius XM Holdings Inc.
XYL / Xylem Inc.
ORLY / O'Reilly Automotive, Inc.
OTIS / Otis Worldwide Corporation
CTRA / Coterra Energy Inc.
AZO / AutoZone, Inc.
VTRS / Viatris Inc.
ED / Consolidated Edison, Inc.
PEG / Public Service Enterprise Group Incorporated
WELL / Welltower Inc.
TMUS / T-Mobile US, Inc.
MET / MetLife, Inc.
ADM / Archer-Daniels-Midland Company
FCX / Freeport-McMoRan Inc.
WEN / The Wendy's Company
CME / CME Group Inc.
ABBV / AbbVie Inc.
TMO / Thermo Fisher Scientific Inc.
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
AJG / Arthur J. Gallagher & Co.
LULU / lululemon athletica inc.
MCHP / Microchip Technology Incorporated
BHF / Brighthouse Financial, Inc.
EMR / Emerson Electric Co.
KMB / Kimberly-Clark Corporation
FANG / Diamondback Energy, Inc.
ECL / Ecolab Inc.
SHOP / Shopify Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
NDSN / Nordson Corporation
ELV / Elevance Health, Inc.
ON / ON Semiconductor Corporation
MAA / Mid-America Apartment Communities, Inc.
VRT / Vertiv Holdings Co
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
MUR / Murphy Oil Corporation
APD / Air Products and Chemicals, Inc.
ODFL / Old Dominion Freight Line, Inc.
ORCL / Oracle Corporation
CB / Chubb Limited
LUV / Southwest Airlines Co.
RCL / Royal Caribbean Cruises Ltd.
CSX / CSX Corporation
SPG / Simon Property Group, Inc.
PCAR / PACCAR Inc
KHC / The Kraft Heinz Company
KO / The Coca-Cola Company
ROP / Roper Technologies, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
NEE / NextEra Energy, Inc.
LLY / Eli Lilly and Company
EA / Electronic Arts Inc.
MRK / Merck & Co., Inc.
NOW / ServiceNow, Inc.
QQQ / Invesco QQQ Trust, Series 1
NFLX / Netflix, Inc.
OXY / Occidental Petroleum Corporation
EBAY / eBay Inc.
AMGN / Amgen Inc.
SJM / The J. M. Smucker Company
PM / Philip Morris International Inc.
COP / ConocoPhillips
PYPL / PayPal Holdings, Inc.
SO / The Southern Company
SCHW / The Charles Schwab Corporation
DUK / Duke Energy Corporation
VEEV / Veeva Systems Inc.
WDAY / Workday, Inc.
MNST / Monster Beverage Corporation
ITT / ITT Inc.
CTVA / Corteva, Inc.
DKS / DICK'S Sporting Goods, Inc.
TPR / Tapestry, Inc.
FBIN / Fortune Brands Innovations, Inc.
WEC / WEC Energy Group, Inc.
WY / Weyerhaeuser Company
SYK / Stryker Corporation
WST / West Pharmaceutical Services, Inc.
IAU / iShares Gold Trust
LPLA / LPL Financial Holdings Inc.
TSCO / Tractor Supply Company
RSG / Republic Services, Inc.
RPM / RPM International Inc.
CMI / Cummins Inc.
APO / Apollo Global Management, Inc.
TEAM / Atlassian Corporation
OMF / OneMain Holdings, Inc.
QUAD / Quad/Graphics, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
EOG / EOG Resources, Inc.
AFG / American Financial Group, Inc.
AVY / Avery Dennison Corporation
CTAS / Cintas Corporation
CCL / Carnival Corporation Ltd.
CINF / Cincinnati Financial Corporation
BWA / BorgWarner Inc.
CHDN / Churchill Downs Incorporated
LH / Labcorp Holdings Inc.
TROW / T. Rowe Price Group, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
NKE / NIKE, Inc.
GLW / Corning Incorporated
GSBC / Great Southern Bancorp, Inc.
IXP / iShares Trust - iShares Global Comm Services ETF
TXRH / Texas Roadhouse, Inc.
TD / The Toronto-Dominion Bank
ULTA / Ulta Beauty, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
MA / Mastercard Incorporated
LXP / LXP Industrial Trust
UPS / United Parcel Service, Inc.