Market Value1,790,126,893
Total Holdings632
File Date2026-05-14
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
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
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CPRT / Copart, Inc.
BRK.A / Berkshire Hathaway Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
ORLY / O'Reilly Automotive, Inc.
AMD / Advanced Micro Devices, Inc.
GRMN / Garmin Ltd.
FIS / Fidelity National Information Services, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
CLX / The Clorox Company
ACN / Accenture plc
NUV / Nuveen Municipal Value Fund, Inc.
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
CB / Chubb Limited
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
OKE / ONEOK, Inc.
EOG / EOG Resources, Inc.
GM / General Motors Company
KR / The Kroger Co.
TSCO / Tractor Supply Company
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
GEV / GE Vernova Inc.
LH / Labcorp Holdings Inc.
IOCT / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October
HCA / HCA Healthcare, Inc.
WDAY / Workday, Inc.
GILD / Gilead Sciences, Inc.
FNF / Fidelity National Financial, Inc.
GPC / Genuine Parts Company
ETN / Eaton Corporation plc
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
COST / Costco Wholesale Corporation
CTSH / Cognizant Technology Solutions Corporation
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
DJT / Trump Media & Technology Group Corp.
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
VST / Vistra Corp.
FSSL / FS Specialty Lending Fund
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
FTPA / Putnam ETF Trust - Franklin Pennsylvania Municipal Income ETF
NEM / Newmont Corporation
CAH / Cardinal Health, Inc.
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
QCOM / QUALCOMM Incorporated
VDE / Vanguard World Fund - Vanguard Energy ETF
WPC / W. P. Carey Inc.
CGDV / Capital Group Dividend Value ETF
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
BMN / Blackrock 2037 Municipal Target Term Trust
AXP / American Express Company
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
NET / Cloudflare, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
TRV / The Travelers Companies, Inc.
DVN / Devon Energy Corporation
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
TMO / Thermo Fisher Scientific Inc.
UGI / UGI Corporation
DTE / DTE Energy Company
ROP / Roper Technologies, Inc.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
VSLU / ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
TPL / Texas Pacific Land Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
DUK / Duke Energy Corporation
GPIX / Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Premium Income ETF
URI / United Rentals, Inc.
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SHW / The Sherwin-Williams Company
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
EIX / Edison International
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
INCY / Incyte Corporation
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
CI / The Cigna Group
PM / Philip Morris International Inc.
BRK.A / Berkshire Hathaway Inc.
IDXX / IDEXX Laboratories, Inc.
JPM / JPMorgan Chase & Co.
MO / Altria Group, Inc.
WHR / Whirlpool Corporation
UAA / Under Armour, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BSX / Boston Scientific Corporation
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
NDAQ / Nasdaq, Inc.
FAST / Fastenal Company
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
HII / Huntington Ingalls Industries, Inc.
AZO / AutoZone, Inc.
CMA / Comerica Incorporated
BTM / Bitcoin Depot Inc.
IBM / International Business Machines Corporation
QQQ / Invesco QQQ Trust, Series 1
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF
BMNR / Bitmine Immersion Technologies, Inc.
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
GLPI / Gaming and Leisure Properties, Inc.
HEI / HEICO Corporation
VBIT.X / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
COF / Capital One Financial Corporation
VLO / Valero Energy Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
SPBO / SPDR Series Trust - State Street SPDR Portfolio Corporate Bond ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
MPWR / Monolithic Power Systems, Inc.
LNC / Lincoln National Corporation
ED / Consolidated Edison, Inc.
EXC / Exelon Corporation
PCAR / PACCAR Inc
UNP / Union Pacific Corporation
DVY / iShares Trust - iShares Select Dividend ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
CGBL / Capital Group Core Balanced ETF
NOC / Northrop Grumman Corporation
GLD / SPDR Gold Shares
BAC / Bank of America Corporation
INTC / Intel Corporation
FSK / FS KKR Capital Corp.
PAYX / Paychex, Inc.
CARR / Carrier Global Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
AMAT / Applied Materials, Inc.
CPAI / Northern Lights Fund Trust III - Counterpoint Quantitative Equity ETF
NJR / New Jersey Resources Corporation
FSCO / FS Credit Opportunities Corp.
DIS / The Walt Disney Company
BK / The Bank of New York Mellon Corporation
CHD / Church & Dwight Co., Inc.
ELV / Elevance Health, Inc.
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
BX / Blackstone Inc.
MPC / Marathon Petroleum Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
BLK / BlackRock, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
SLB / SLB N.V.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
MBB / iShares Trust - iShares MBS ETF
SNOW / Snowflake Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GOF / Guggenheim Strategic Opportunities Fund
VRTX / Vertex Pharmaceuticals Incorporated
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
ODFL / Old Dominion Freight Line, Inc.
LPLA / LPL Financial Holdings Inc.
LOW / Lowe's Companies, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PTIN / Pacer Funds Trust - Pacer Trendpilot International ETF
ARTNA / Artesian Resources Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SNPS / Synopsys, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
DHI / D.R. Horton, Inc.
MDLZ / Mondelez International, Inc.
SANA / Sana Biotechnology, Inc.
BMY / Bristol-Myers Squibb Company
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund
ALL / The Allstate Corporation
GIS / General Mills, Inc.
APO / Apollo Global Management, Inc.
SO / The Southern Company
KMI / Kinder Morgan, Inc.
KDP / Keurig Dr Pepper Inc.
HIVE / HIVE Digital Technologies Ltd.
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
CAT / Caterpillar Inc.
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
AVMC / American Century ETF Trust - Avantis U.S. Mid Cap Equity ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
ADI / Analog Devices, Inc.
FDBC / Fidelity D & D Bancorp, Inc.
DECK / Deckers Outdoor Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ET / Energy Transfer LP - Limited Partnership
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
LULU / lululemon athletica inc.
APTV / Aptiv PLC
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DOW / Dow Inc.
CLMB / Climb Global Solutions, Inc.
CRWD / CrowdStrike Holdings, Inc.
TD / The Toronto-Dominion Bank
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
PFG / Principal Financial Group, Inc.
NFLX / Netflix, Inc.
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF
BUFZ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Moderate Buffer ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
FIX / Comfort Systems USA, Inc.
PWR / Quanta Services, Inc.
NSC / Norfolk Southern Corporation
MDXG / MiMedx Group, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
IBTO / iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
PPL / PPL Corporation
CINF / Cincinnati Financial Corporation
PNC / The PNC Financial Services Group, Inc.
CDNS / Cadence Design Systems, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
ICLO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco AAA CLO Floating Rate Note ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
LYB / LyondellBasell Industries N.V.
PEP / PepsiCo, Inc.
BEPC / Brookfield Renewable Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
KMB / Kimberly-Clark Corporation
INOD / Innodata Inc.
DE / Deere & Company
STT / State Street Corporation
PGR / The Progressive Corporation
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
MKC / McCormick & Company, Incorporated
JCI / Johnson Controls International plc
EQT / EQT Corporation
MAR / Marriott International, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
WFC / Wells Fargo & Company
STZ / Constellation Brands, Inc.
AMGN / Amgen Inc.
BTT / Blackrock Municipal 2030 Target Term Trust
AWK / American Water Works Company, Inc.
ZTS / Zoetis Inc.
MSI / Motorola Solutions, Inc.
TOL / Toll Brothers, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
LKQ / LKQ Corporation
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
HYTR / Northern Lights Fund Trust III - Counterpoint High Yield Trend ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
OHI / Omega Healthcare Investors, Inc.
NAPR / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - April
BDX / Becton, Dickinson and Company
META / Meta Platforms, Inc.
BIIB / Biogen Inc.
CDW / CDW Corporation
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
KAPR / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April
AMT / American Tower Corporation
SLV / iShares Silver Trust
SPGI / S&P Global Inc.
GE / General Electric Company
SCHW / The Charles Schwab Corporation
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
DNP / DNP Select Income Fund Inc.
ABT / Abbott Laboratories
WTRG / Essential Utilities, Inc.
DKS / DICK'S Sporting Goods, Inc.
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
FISV / Fiserv, Inc.
DELL / Dell Technologies Inc.
NWE / NorthWestern Energy Group, Inc.
NEE / NextEra Energy, Inc.
BR / Broadridge Financial Solutions, Inc.
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
XHB / SPDR Series Trust - State Street SPDR S&P Homebuilders ETF
TPR / Tapestry, Inc.
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
J / Jacobs Solutions Inc.
RUNN / Strategic Trust - Running Oak Efficient Growth ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
WELL / Welltower Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
RAA / ETF Opportunities Trust - SMI 3Fourteen REAL Asset Allocation ETF
CL / Colgate-Palmolive Company
INGR / Ingredion Incorporated
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
VRT / Vertiv Holdings Co
CRM / Salesforce, Inc.
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
BSMZ / Invesco Exchange-Traded Self-Indexed Fund Trust - Bulletshares 2035 Municipal Bond ETF
MS / Morgan Stanley
AON / Aon plc
TSLA / Tesla, Inc.
KJUL / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - July
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AEE / Ameren Corporation
POR / Portland General Electric Company
SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
D / Dominion Energy, Inc.
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
MRSH / Marsh & McLennan Companies, Inc.
MRVL / Marvell Technology, Inc.
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
AMP / Ameriprise Financial, Inc.
XYZ / Block, Inc.
NJUL / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - July
LST / Managed Portfolio Series - Leuthold Select Industries ETF
DRSK / ETF Series Solutions - Aptus Defined Risk ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
B / Barrick Mining Corporation
TROW / T. Rowe Price Group, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
CCI / Crown Castle Inc.
SBUX / Starbucks Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
INTU / Intuit Inc.
HAS / Hasbro, Inc.
TXN / Texas Instruments Incorporated
NVS / Novartis AG - Depositary Receipt (Common Stock)
JNJ / Johnson & Johnson
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
ITW / Illinois Tool Works Inc.
FDX / FedEx Corporation
EXPD / Expeditors International of Washington, Inc.
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
ABBV / AbbVie Inc.
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
MA / Mastercard Incorporated
WST / West Pharmaceutical Services, Inc.
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
UPS / United Parcel Service, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MDT / Medtronic plc
GSK / GSK plc - Depositary Receipt (Common Stock)
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
LLY / Eli Lilly and Company
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF
RTX / RTX Corporation
IJAN / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
FITB / Fifth Third Bancorp
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
CRWV / CoreWeave, Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BSCY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF
SPY / State Street SPDR S&P 500 ETF Trust
USO / United States Oil Fund, LP - Limited Partnership
LHX / L3Harris Technologies, Inc.
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
LIN / Linde plc
BSSX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF
HON / Honeywell International Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
YUM / Yum! Brands, Inc.
EJAN / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - January
CGGR / Capital Group Growth ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
MNST / Monster Beverage Corporation
AWR / American States Water Company
BKNG / Booking Holdings Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IRM / Iron Mountain Incorporated
MET / MetLife, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
SHOP / Shopify Inc.
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
AVDE / American Century ETF Trust - Avantis International Equity ETF
CEG / Constellation Energy Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
CSCO / Cisco Systems, Inc.
CBU / Community Financial System, Inc.
ENFFF / Enbridge Inc. - Preferred Security
BSMY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Municipal Bond ETF
HD / The Home Depot, Inc.
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
DG / Dollar General Corporation
ROK / Rockwell Automation, Inc.
JPC / Nuveen Preferred & Income Opportunities Fund
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ICE / Intercontinental Exchange, Inc.
ADP / Automatic Data Processing, Inc.
INCM / Franklin Templeton ETF Trust - Franklin Income Focus ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
TGT / Target Corporation
NOCT / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - October
DLR / Digital Realty Trust, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
DD / DuPont de Nemours, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
NMI / Nuveen Municipal Income Fund, Inc.
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
ORCL / Oracle Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
MRK / Merck & Co., Inc.
TFC / Truist Financial Corporation
PFIS / Peoples Financial Services Corp.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
SYY / Sysco Corporation
MTB / M&T Bank Corporation
DRI / Darden Restaurants, Inc.
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
PLTR / Palantir Technologies Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November
BAH / Booz Allen Hamilton Holding Corporation
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
CVX / Chevron Corporation
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
BA / The Boeing Company
AFL / Aflac Incorporated
ALB / Albemarle Corporation
HRI / Herc Holdings Inc.
ADM / Archer-Daniels-Midland Company
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
ZS / Zscaler, Inc.
RY / Royal Bank of Canada
TRGP / Targa Resources Corp.
MU / Micron Technology, Inc.
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
APD / Air Products and Chemicals, Inc.
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
CSX / CSX Corporation
APH / Amphenol Corporation
HAL / Halliburton Company
RMD / ResMed Inc.
UDM / Taseko Mines Limited
NWBI / Northwest Bancshares, Inc.
HRL / Hormel Foods Corporation
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
CBRE / CBRE Group, Inc.
NWN / Northwest Natural Holding Company
DHR / Danaher Corporation
NUE / Nucor Corporation
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
BSMV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
MCK / McKesson Corporation
USB / U.S. Bancorp
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ADBE / Adobe Inc.
PLD / Prologis, Inc.
LRCX / Lam Research Corporation
PEG / Public Service Enterprise Group Incorporated
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
RKT / Rocket Companies, Inc.
TJX / The TJX Companies, Inc.
Q / Qnity Electronics, Inc.
ANET / Arista Networks, Inc.
CGHM / Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
IBB / iShares Trust - iShares Biotechnology ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
ROST / Ross Stores, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
NKE / NIKE, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
STX / Seagate Technology Holdings plc
IP / International Paper Company
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
CTRI / Centuri Holdings, Inc.
CMI / Cummins Inc.
F / Ford Motor Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
WM / Waste Management, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
BSMW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF
IDA / IDACORP, Inc.
GLW / Corning Incorporated
HSY / The Hershey Company
AJG / Arthur J. Gallagher & Co.
AMZN / Amazon.com, Inc.
EMN / Eastman Chemical Company
UNH / UnitedHealth Group Incorporated
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
CTAS / Cintas Corporation
OXY / Occidental Petroleum Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
MMM / 3M Company
VZ / Verizon Communications Inc.
PH / Parker-Hannifin Corporation
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
TSN / Tyson Foods, Inc.
SPG / Simon Property Group, Inc.
KO / The Coca-Cola Company
DTCR / Global X Funds - Global X Data Center & Digital Infrastructure ETF
AAPL / Apple Inc.
SRE / Sempra
TT / Trane Technologies plc
UL / Unilever PLC - Depositary Receipt (Common Stock)
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
FCX / Freeport-McMoRan Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
C / Citigroup Inc.
COP / ConocoPhillips
WMT / Walmart Inc.
ATO / Atmos Energy Corporation
TEL / TE Connectivity plc
CGSM / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF
IJUL / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
IBTP / iShares Trust - iShares iBonds Dec 2034 Term Treasury ETF
MTD / Mettler-Toledo International Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
BALL / Ball Corporation
COR / Cencora, Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
WMB / The Williams Companies, Inc.
HPQ / HP Inc.
EMR / Emerson Electric Co.
PSX / Phillips 66
EJUL / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - July
IAU / iShares Gold Trust
CGDG / Capital Group Dividend Growers ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CVS / CVS Health Corporation
CWT / California Water Service Group
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
XYL / Xylem Inc.
GD / General Dynamics Corporation
AVGO / Broadcom Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
XEL / Xcel Energy Inc.
HBAN / Huntington Bancshares Incorporated
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF
ISRG / Intuitive Surgical, Inc.
ADSK / Autodesk, Inc.
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
PANW / Palo Alto Networks, Inc.
SNA / Snap-on Incorporated
SPEU / SPDR Index Shares Funds - State Street SPDR Portfolio Europe ETF
IWM / iShares Trust - iShares Russell 2000 ETF
SYK / Stryker Corporation
PG / The Procter & Gamble Company
LMT / Lockheed Martin Corporation
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
KKR / KKR & Co. Inc.
WEC / WEC Energy Group, Inc.
ONON / On Holding AG
FTMU / Putnam ETF Trust - Franklin Municipal Income ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CME / CME Group Inc.
O / Realty Income Corporation
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
CGUS / Capital Group Core Equity ETF
CTVA / Corteva, Inc.
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
MCD / McDonald's Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
XOM / Exxon Mobil Corporation
KLAC / KLA Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
SPGM / SPDR Index Shares Funds - State Street SPDR Portfolio MSCI Global Stock Market ETF
V / Visa Inc.
NVDA / NVIDIA Corporation
GOOGL / Alphabet Inc.
GOOGL / Alphabet Inc.
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
STLD / Steel Dynamics, Inc.
NBIS / Nebius Group N.V.
PFE / Pfizer Inc.
NI / NiSource Inc.
PPG / PPG Industries, Inc.
COIN / Coinbase Global, Inc.
PSA / Public Storage
T / AT&T Inc.
SOFI / SoFi Technologies, Inc.
PRU / Prudential Financial, Inc.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
REGN / Regeneron Pharmaceuticals, Inc.
AEP / American Electric Power Company, Inc.
BEN / Franklin Resources, Inc.
GLXY / Galaxy Digital Inc.
MSFT / Microsoft Corporation
GPIQ / Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Premium Income ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
TMUS / T-Mobile US, Inc.
CMCSA / Comcast Corporation
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
UNM / Unum Group
WSFS / WSFS Financial Corporation
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
LEAD / Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CGGO / Capital Group Global Growth Equity ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
CGIE / Capital Group International Equity ETF
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF