Market Value964,634,733
Total Holdings647
File Date2025-04-25
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
(Percent)
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
ZIMV / ZimVie Inc.
CEF / Sprott Physical Gold and Silver Trust
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
SYK / Stryker Corporation
WTW / Willis Towers Watson Public Limited Company
FRT / Federal Realty Investment Trust
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
CAG / Conagra Brands, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
LMT / Lockheed Martin Corporation
TROW / T. Rowe Price Group, Inc.
ORCL / Oracle Corporation
CEG / Constellation Energy Corporation
NNN / NNN REIT, Inc.
CTSH / Cognizant Technology Solutions Corporation
VEEV / Veeva Systems Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
GTX / Garrett Motion Inc.
ARCC / Ares Capital Corporation
WHR / Whirlpool Corporation
ETR / Entergy Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
A / Agilent Technologies, Inc.
HIG / The Hartford Insurance Group, Inc.
LRCX / Lam Research Corporation
AMGN / Amgen Inc.
NUE / Nucor Corporation
YUMC / Yum China Holdings, Inc.
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
DOL / WisdomTree Trust - WisdomTree True Developed International Fund
HSY / The Hershey Company
WBD / Warner Bros. Discovery, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TSCO / Tractor Supply Company
AEM / Agnico Eagle Mines Limited
TT / Trane Technologies plc
SHW / The Sherwin-Williams Company
AMP / Ameriprise Financial, Inc.
COR / Cencora, Inc.
CWEN / Clearway Energy, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PFG / Principal Financial Group, Inc.
APD / Air Products and Chemicals, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
TDOC / Teladoc Health, Inc.
DTE / DTE Energy Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
DXC / DXC Technology Company
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
PLUG / Plug Power Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
HASI / HA Sustainable Infrastructure Capital, Inc.
DBX / Dropbox, Inc.
WKHS / Workhorse Group, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
GAM / General American Investors Company, Inc.
TYG / Tortoise Energy Infrastructure Corporation
IBP / Installed Building Products, Inc.
HTLF / Heartland Financial USA, Inc.
LAAC / Lithium Argentina AG
RBC / RBC Bearings Incorporated
STXK / EA Series Trust - Strive Small-Cap ETF
MORN / Morningstar, Inc.
HYFM / Hydrofarm Holdings Group, Inc.
BGRN / iShares Trust - iShares USD Green Bond ETF
JBLU / JetBlue Airways Corporation
CINF / Cincinnati Financial Corporation
VRTX / Vertex Pharmaceuticals Incorporated
AMCR / Amcor plc
DVY / iShares Trust - iShares Select Dividend ETF
ALG / Alamo Group Inc.
X / United States Steel Corporation
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
GOLD / Gold.com, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
HIMX / Himax Technologies, Inc. - Depositary Receipt (Common Stock)
AA / Alcoa Corporation
RIG / Transocean Ltd.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
BLNK / Blink Charging Co.
MDU / MDU Resources Group, Inc.
IRBT / iRobot Corporation
CHPT / ChargePoint Holdings, Inc.
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
RELY / Remitly Global, Inc.
UPS / United Parcel Service, Inc.
LNT / Alliant Energy Corporation
TRMB / Trimble Inc.
WW / WW International, Inc.
XOM / Exxon Mobil Corporation
MO / Altria Group, Inc.
HON / Honeywell International Inc.
IAU / iShares Gold Trust
OLN / Olin Corporation
META / Meta Platforms, Inc.
MMM / 3M Company
AVGO / Broadcom Inc.
DIS / The Walt Disney Company
JNJ / Johnson & Johnson
HLT / Hilton Worldwide Holdings Inc.
ACB / Aurora Cannabis Inc.
/ Alpha Partners Technology Merger Corp
LAC / Lithium Americas Corp.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
WKHS / Workhorse Group, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
PCTY / Paylocity Holding Corporation
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
GAIN / Gladstone Investment Corporation
EMR / Emerson Electric Co.
AWK / American Water Works Company, Inc.
RGTI / Rigetti Computing, Inc.
HWM / Howmet Aerospace Inc.
DLTR / Dollar Tree, Inc.
HSIC / Henry Schein, Inc.
ABT / Abbott Laboratories
CTVA / Corteva, Inc.
STI / Solidion Technology, Inc.
NRG / NRG Energy, Inc.
BMRN / BioMarin Pharmaceutical Inc.
BLK / BlackRock, Inc.
TXN / Texas Instruments Incorporated
BALL / Ball Corporation
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
SOBO / South Bow Corporation
STZ / Constellation Brands, Inc.
CMG / Chipotle Mexican Grill, Inc.
NSA / National Storage Affiliates Trust
BAX / Baxter International Inc.
OKLO / Oklo Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
GEHC / GE HealthCare Technologies Inc.
FNB / F.N.B. Corporation
BYND / Beyond Meat, Inc.
SPGI / S&P Global Inc.
MRK / Merck & Co., Inc.
REZI / Resideo Technologies, Inc.
VKTX / Viking Therapeutics, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
NKE / NIKE, Inc.
VVV / Valvoline Inc.
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
TMO / Thermo Fisher Scientific Inc.
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
PGR / The Progressive Corporation
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
SMR / NuScale Power Corporation
STT / State Street Corporation
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
PSL / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Consumer Staples Momentum ETF
IR / Ingersoll Rand Inc.
CNP / CenterPoint Energy, Inc.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
ALC / Alcon Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
BTC / Grayscale Bitcoin Mini Trust
INDI / indie Semiconductor, Inc.
CVX / Chevron Corporation
RY / Royal Bank of Canada
DGRO / iShares Trust - iShares Core Dividend Growth ETF
GPC / Genuine Parts Company
WDAY / Workday, Inc.
CSX / CSX Corporation
VRSK / Verisk Analytics, Inc.
PHYS / Sprott Physical Gold Trust
MCY / Mercury General Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NLY / Annaly Capital Management, Inc.
FSP / Franklin Street Properties Corp.
EMBC / Embecta Corp.
IVW / iShares Trust - iShares S&P 500 Growth ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
VAL.WS / Valaris Limited - Equity Warrant
NTR / Nutrien Ltd.
NANR / SPDR Index Shares Funds - State Street SPDR S&P North American Natural Resources ETF
UNH / UnitedHealth Group Incorporated
PHM / PulteGroup, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
EMN / Eastman Chemical Company
FOX / Fox Corporation
PNC / The PNC Financial Services Group, Inc.
GPN / Global Payments Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
ACN / Accenture plc
MDLZ / Mondelez International, Inc.
HII / Huntington Ingalls Industries, Inc.
TRI / Thomson Reuters Corporation
MA / Mastercard Incorporated
CDNS / Cadence Design Systems, Inc.
AORT / Artivion, Inc.
RXRX / Recursion Pharmaceuticals, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
LHX / L3Harris Technologies, Inc.
ITW / Illinois Tool Works Inc.
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
WTBA / West Bancorporation, Inc.
RTX / RTX Corporation
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
VNT / Vontier Corporation
SYY / Sysco Corporation
UPST / Upstart Holdings, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
TGTX / TG Therapeutics, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
HD / The Home Depot, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
COP / ConocoPhillips
AFL / Aflac Incorporated
SABA / Saba Capital Income & Opportunities Fund II
IDA / IDACORP, Inc.
CVRX / CVRx, Inc.
FLDR / Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
GEL / Genesis Energy, L.P. - Limited Partnership
ROST / Ross Stores, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
NVDA / NVIDIA Corporation
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
KEYS / Keysight Technologies, Inc.
EW / Edwards Lifesciences Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PSO / Pearson plc - Depositary Receipt (Common Stock)
PII / Polaris Inc.
OXY / Occidental Petroleum Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
PG / The Procter & Gamble Company
FNV / Franco-Nevada Corporation
WEC / WEC Energy Group, Inc.
CHKP / Check Point Software Technologies Ltd.
FHN / First Horizon Corporation
ROK / Rockwell Automation, Inc.
ABNB / Airbnb, Inc.
BTU / Peabody Energy Corporation
CP / Canadian Pacific Kansas City Limited
TSLA / Tesla, Inc.
AAPL / Apple Inc.
ADI / Analog Devices, Inc.
PIPR / Piper Sandler Companies
SLB / SLB N.V.
JPM / JPMorgan Chase & Co.
AMZN / Amazon.com, Inc.
AMAT / Applied Materials, Inc.
FSLR / First Solar, Inc.
AXP / American Express Company
AMD / Advanced Micro Devices, Inc.
GE / General Electric Company
PPG / PPG Industries, Inc.
CB / Chubb Limited
ALB / Albemarle Corporation
BA / The Boeing Company
PEP / PepsiCo, Inc.
VZ / Verizon Communications Inc.
FAST / Fastenal Company
LLY / Eli Lilly and Company
O / Realty Income Corporation
GH / Guardant Health, Inc.
MCHP / Microchip Technology Incorporated
PRU / Prudential Financial, Inc.
ABBV / AbbVie Inc.
MSCI / MSCI Inc.
BIIB / Biogen Inc.
SWK / Stanley Black & Decker, Inc.
CF / CF Industries Holdings, Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
ENSG / The Ensign Group, Inc.
UMBF / UMB Financial Corporation
OTTR / Otter Tail Corporation
AVB / AvalonBay Communities, Inc.
SW / Smurfit Westrock Plc
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
KLG / WK Kellogg Co
BITQ / Bitwise Funds Trust - Bitwise Crypto Industry Innovators ETF
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
NGVT / Ingevity Corporation
PBA / Pembina Pipeline Corporation
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
BLBD / Blue Bird Corporation
INTG / The InterGroup Corporation
KMI / Kinder Morgan, Inc.
/ ALPHA PARTNERS TECHNOLOGY ME 0.00000000
SQ / Block, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
PM / Philip Morris International Inc.
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
RAFE / PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
PFN / PIMCO Income Strategy Fund II
OTIS / Otis Worldwide Corporation
CTRA / Coterra Energy Inc.
PCAR / PACCAR Inc
GOOGL / Alphabet Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
JHSC / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
NOC / Northrop Grumman Corporation
CELC / Celcuity Inc.
CCL / Carnival Corporation Ltd.
BAC / Bank of America Corporation
QCOM / QUALCOMM Incorporated
IBM / International Business Machines Corporation
BBY / Best Buy Co., Inc.
STLD / Steel Dynamics, Inc.
DVN / Devon Energy Corporation
TCMD / Tactile Systems Technology, Inc.
GLD / SPDR Gold Shares
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
IDV / iShares Trust - iShares International Select Dividend ETF
INTC / Intel Corporation
PYPL / PayPal Holdings, Inc.
BFA / Brown-Forman Corp. - Class A
BMO / Bank of Montreal
EBAY / eBay Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ALL / The Allstate Corporation
AZO / AutoZone, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
CAT / Caterpillar Inc.
BMY / Bristol-Myers Squibb Company
ZTEK / Zentek Ltd.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
T / AT&T Inc.
V / Visa Inc.
FIVN / Five9, Inc.
DJT / Trump Media & Technology Group Corp.
NI / NiSource Inc.
MBAI / Check-Cap Ltd.
SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF
QTIH / QT Imaging Holdings, Inc.
FUN / Six Flags Entertainment Corporation
MOTI / VanEck ETF Trust - VanEck Morningstar International Moat ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GOOG / Alphabet Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
BHK / BlackRock Core Bond Trust
EVGO / EVgo, Inc.
DOW / Dow Inc.
MDT / Medtronic plc
ENB / Enbridge Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
ETN / Eaton Corporation plc
PFE / Pfizer Inc.
AI / C3.ai, Inc.
VRTS / Virtus Investment Partners, Inc.
VTRS / Viatris Inc.
BST / BlackRock Science and Technology Trust
DT / Dynatrace, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
CNC / Centene Corporation
PAYX / Paychex, Inc.
USAC / USA Compression Partners, LP - Limited Partnership
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
ULCC / Frontier Group Holdings, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
GM / General Motors Company
CTO / CTO Realty Growth, Inc.
BBWI / Bath & Body Works, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
DBL / DoubleLine Opportunistic Credit Fund
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
LOW / Lowe's Companies, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
GGG / Graco Inc.
TBUX / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF
SEE / Sealed Air Corporation
CLX / The Clorox Company
UGI / UGI Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SJM / The J. M. Smucker Company
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
BK / The Bank of New York Mellon Corporation
DAL / Delta Air Lines, Inc.
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
FTNT / Fortinet, Inc.
STXE / EA Series Trust - Strive Emerging Markets Ex-China ETF
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
MPC / Marathon Petroleum Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
UNP / Union Pacific Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
GNR / SPDR Index Shares Funds - State Street SPDR S&P Global Natural Resources ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
HIW / Highwoods Properties, Inc.
MOS / The Mosaic Company
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
NEM / Newmont Corporation
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
TRV / The Travelers Companies, Inc.
XSW / SPDR Series Trust - State Street SPDR S&P Software & Services ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DUK / Duke Energy Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IQV / IQVIA Holdings Inc.
CARR / Carrier Global Corporation
SPSC / SPS Commerce, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
KMB / Kimberly-Clark Corporation
EAOA / iShares Trust - iShares ESG Aware 80/20 Aggressive Allocation ETF
EL / The Estée Lauder Companies Inc.
CI / The Cigna Group
PAGP / Plains GP Holdings, L.P. - Limited Partnership
ACVF / ETF Opportunities Trust - American Conservative Values ETF
ONCY / Oncolytics Biotech Inc.
VTR / Ventas, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
EG / Everest Group, Ltd.
GBCI / Glacier Bancorp, Inc.
MAIN / Main Street Capital Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
TWO / Two Harbors Investment Corp.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
CLFD / Clearfield, Inc.
CRSP / CRISPR Therapeutics AG
DGX / Quest Diagnostics Incorporated
JHEM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BF.B / Brown-Forman Corporation
JACK / Jack in the Box Inc.
OKE / ONEOK, Inc.
LTC / LTC Properties, Inc.
WFC / Wells Fargo & Company
XT / iShares Trust - iShares Future Exponential Technologies ETF
QQQ / Invesco QQQ Trust, Series 1
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
WST / West Pharmaceutical Services, Inc.
AMT / American Tower Corporation
NPK / National Presto Industries, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
EIX / Edison International
GIS / General Mills, Inc.
HPE / Hewlett Packard Enterprise Company
DHI / D.R. Horton, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
DCI / Donaldson Company, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
GEV / GE Vernova Inc.
EXC / Exelon Corporation
NEE / NextEra Energy, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
BWB / Bridgewater Bancshares, Inc.
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ADNT / Adient plc
DE / Deere & Company
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
FMC / FMC Corporation
XRAY / DENTSPLY SIRONA Inc.
VFQY / Vanguard Wellington Fund - Vanguard U.S. Quality Factor ETF
FISV / Fiserv, Inc.
ELV / Elevance Health, Inc.
MET / MetLife, Inc.
GMS / GMS Inc.
SNOW / Snowflake Inc.
SRE / Sempra
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
WAB / Westinghouse Air Brake Technologies Corporation
WELL / Welltower Inc.
TLSA / Tiziana Life Sciences Ltd
ZTR / Virtus Global Dividend & Income Fund Inc.
FIBK / First Interstate BancSystem, Inc.
SO / The Southern Company
STRV / EA Series Trust - Strive 500 ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
MS / Morgan Stanley
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
RUNN / Strategic Trust - Running Oak Efficient Growth ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
IPG / The Interpublic Group of Companies, Inc.
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
MSI / Motorola Solutions, Inc.
BEEM / Beam Global
JCI / Johnson Controls International plc
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SCHW / The Charles Schwab Corporation
PSA / Public Storage
SLV / iShares Silver Trust
CSCO / Cisco Systems, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
INTU / Intuit Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
COST / Costco Wholesale Corporation
NVG / Nuveen AMT-Free Municipal Credit Income Fund
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
ETH / Grayscale Ethereum Staking Mini ETF
PRN / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Industrials Momentum ETF
EBS / Emergent BioSolutions Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ECG / Everus Construction Group, Inc.
BSX / Boston Scientific Corporation
APG / APi Group Corporation
FTV / Fortive Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
ADP / Automatic Data Processing, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PLTR / Palantir Technologies Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
YUM / Yum! Brands, Inc.
GS / The Goldman Sachs Group, Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
GILD / Gilead Sciences, Inc.
JHX / James Hardie Industries plc
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
MCO / Moody's Corporation
ETHE / Grayscale Ethereum Staking ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
F / Ford Motor Company
FBIN / Fortune Brands Innovations, Inc.
ANSS / ANSYS, Inc.
WTAI / WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund
WM / Waste Management, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
KO / The Coca-Cola Company
USB / U.S. Bancorp
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
HPQ / HP Inc.
BRK.A / Berkshire Hathaway Inc.
TRP / TC Energy Corporation
C / Citigroup Inc.
NSC / Norfolk Southern Corporation
VST / Vistra Corp.
RIVN / Rivian Automotive, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
WBA / Walgreens Boots Alliance, Inc.
BDX / Becton, Dickinson and Company
MSFT / Microsoft Corporation
PSX / Phillips 66
KD / Kyndryl Holdings, Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
OGN / Organon & Co.
IWB / iShares Trust - iShares Russell 1000 ETF
ALE / ALLETE, Inc.
CMCI / VanEck ETF Trust - VanEck CMCI Commodity Strategy ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
TTC / The Toro Company
ECL / Ecolab Inc.
BKNG / Booking Holdings Inc.
EXPD / Expeditors International of Washington, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
TER / Teradyne, Inc.
MCK / McKesson Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CMS / CMS Energy Corporation
L / Loews Corporation
ADM / Archer-Daniels-Midland Company
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
IOO / iShares Trust - iShares Global 100 ETF
LYB / LyondellBasell Industries N.V.
AEP / American Electric Power Company, Inc.
MKC / McCormick & Company, Incorporated
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MCD / McDonald's Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
INGR / Ingredion Incorporated
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock)
TGT / Target Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
HYFM / Hydrofarm Holdings Group, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
NVS / Novartis AG - Depositary Receipt (Common Stock)
IVE / iShares Trust - iShares S&P 500 Value ETF
VSCO / Victoria's Secret & Co.
OMC / Omnicom Group Inc.
DRLL / EA Series Trust - Strive U.S. Energy ETF
ALLE / Allegion plc
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
LIN / Linde plc
ETSY / Etsy, Inc.
DD / DuPont de Nemours, Inc.
EVRG / Evergy, Inc.
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
FDX / FedEx Corporation
DG / Dollar General Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
HBAN / Huntington Bancshares Incorporated
EA / Electronic Arts Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
GLW / Corning Incorporated
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
ADBE / Adobe Inc.
ALAR / Alarum Technologies Ltd. - Depositary Receipt (Common Stock)
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
MAA / Mid-America Apartment Communities, Inc.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
HRL / Hormel Foods Corporation
STXD / EA Series Trust - Strive 1000 Dividend Growth ETF
ADSK / Autodesk, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
TEL / TE Connectivity plc
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
LUMN / Lumen Technologies, Inc.
DHR / Danaher Corporation
IWV / iShares Trust - iShares Russell 3000 ETF
CL / Colgate-Palmolive Company
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
WMB / The Williams Companies, Inc.
HES / Hess Corporation
CMI / Cummins Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
CRM / Salesforce, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
CBUS / Cibus, Inc.
CATX / Perspective Therapeutics, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
CMCSA / Comcast Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
WMT / Walmart Inc.
ASIX / AdvanSix Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BX / Blackstone Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
GD / General Dynamics Corporation
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
CVS / CVS Health Corporation
CSM / ProShares Trust - ProShares Large Cap Core Plus
BAM / Brookfield Asset Management Ltd.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
SBUX / Starbucks Corporation
SOLV / Solventum Corporation
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
HTGC / Hercules Capital, Inc.
KHC / The Kraft Heinz Company
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
HAL / Halliburton Company
PEG / Public Service Enterprise Group Incorporated
IMOS / ChipMOS TECHNOLOGIES INC. - Depositary Receipt (Common Stock)
NXPI / NXP Semiconductors N.V.
SHEL / Shell plc - Depositary Receipt (Common Stock)
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
XEL / Xcel Energy Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund