Market Value1,100,611,502
Total Holdings651
File Date2025-10-28
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)
AAPL / Apple Inc.
BLK / BlackRock, Inc.
VZ / Verizon Communications Inc.
CEG / Constellation Energy Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
CBUS / Cibus, Inc.
NNN / NNN REIT, Inc.
GMS / GMS Inc.
ARCC / Ares Capital Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
EMR / Emerson Electric Co.
A / Agilent Technologies, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
TSCO / Tractor Supply Company
AEM / Agnico Eagle Mines Limited
OHI / Omega Healthcare Investors, Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
TT / Trane Technologies plc
MOS / The Mosaic Company
SHW / The Sherwin-Williams Company
LHX / L3Harris Technologies, Inc.
PFG / Principal Financial Group, Inc.
APD / Air Products and Chemicals, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DXC / DXC Technology Company
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
UDR / UDR, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CL / Colgate-Palmolive Company
TRMB / Trimble Inc.
AORT / Artivion, Inc.
STI / Solidion Technology, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
XOM / Exxon Mobil Corporation
UPST / Upstart Holdings, Inc.
SNPS / Synopsys, Inc.
CRM / Salesforce, Inc.
META / Meta Platforms, Inc.
AVGO / Broadcom Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ALE / ALLETE, Inc.
TMO / Thermo Fisher Scientific Inc.
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
PSX / Phillips 66
MDLZ / Mondelez International, Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
TSPA / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
TCAI / Tortoise Capital Series Trust - Tortoise AI Infrastructure ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
JHEM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF
ZTEK / Zentek Ltd.
CSM / ProShares Trust - ProShares Large Cap Core Plus
BST / BlackRock Science and Technology Trust
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
GTX / Garrett Motion Inc.
WDAY / Workday, Inc.
FDX / FedEx Corporation
CP / Canadian Pacific Kansas City Limited
DASH / DoorDash, Inc.
RWLC / The Advisors' Inner Circle Fund III - Rayliant NxtGen Multifactor US Equity ETF
BFA / Brown-Forman Corp. - Class A
DTE / DTE Energy Company
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
MSI / Motorola Solutions, Inc.
STCE / Schwab Strategic Trust - Schwab Crypto Thematic ETF
DJT / Trump Media & Technology Group Corp.
FSLR / First Solar, Inc.
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CME / CME Group Inc.
LRCX / Lam Research Corporation
LUMN / Lumen Technologies, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
IWV / iShares Trust - iShares Russell 3000 ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
FDIG / Fidelity Covington Trust - Fidelity Crypto Industry and Digital Payments ETF
ROST / Ross Stores, Inc.
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
PSO / Pearson plc - Depositary Receipt (Common Stock)
IVE / iShares Trust - iShares S&P 500 Value ETF
HAL / Halliburton Company
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
OKE / ONEOK, Inc.
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
DD / DuPont de Nemours, Inc.
PLD / Prologis, Inc.
DGX / Quest Diagnostics Incorporated
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
GILD / Gilead Sciences, Inc.
CEF / Sprott Physical Gold and Silver Trust
VNT / Vontier Corporation
HPQ / HP Inc.
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
TEL / TE Connectivity plc
CSX / CSX Corporation
DUK / Duke Energy Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
JHX / James Hardie Industries plc
CATX / Perspective Therapeutics, Inc.
PEG / Public Service Enterprise Group Incorporated
EMN / Eastman Chemical Company
ARKK / ARK ETF Trust - ARK Innovation ETF
MU / Micron Technology, Inc.
MKC / McCormick & Company, Incorporated
GLD / SPDR Gold Shares
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
CLX / The Clorox Company
CNP / CenterPoint Energy, Inc.
WST / West Pharmaceutical Services, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
FWONA / Formula One Group
SYK / Stryker Corporation
FIVN / Five9, Inc.
XEL / Xcel Energy Inc.
ADP / Automatic Data Processing, Inc.
SABA / Saba Capital Income & Opportunities Fund II
KLAR / Klarna Group plc
MAA / Mid-America Apartment Communities, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
AI / C3.ai, Inc.
NLY / Annaly Capital Management, Inc.
CTSH / Cognizant Technology Solutions Corporation
NTR / Nutrien Ltd.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ADNT / Adient plc
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
T / AT&T Inc.
OGN / Organon & Co.
EG / Everest Group, Ltd.
ETHE / Grayscale Ethereum Staking ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
ECG / Everus Construction Group, Inc.
JHX / James Hardie Industries plc
ANSS / ANSYS, Inc.
FIBK / First Interstate BancSystem, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
WBA / Walgreens Boots Alliance, Inc.
HES / Hess Corporation
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
RUNN / Strategic Trust - Running Oak Efficient Growth ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
PAYX / Paychex, Inc.
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
FIG / Figma, Inc.
GBCI / Glacier Bancorp, Inc.
HEWJ / iShares Trust - iShares Currency Hedged MSCI Japan ETF
ALLE / Allegion plc
KLG / WK Kellogg Co
UBER / Uber Technologies, Inc.
ADSK / Autodesk, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
USAC / USA Compression Partners, LP - Limited Partnership
IDV / iShares Trust - iShares International Select Dividend ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
ACVF / ETF Opportunities Trust - American Conservative Values ETF
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF
NPK / National Presto Industries, Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
EXEL / Exelixis, Inc.
PSL / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Consumer Staples Momentum ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ALAR / Alarum Technologies Ltd. - Depositary Receipt (Common Stock)
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
CPB / The Campbell's Company
ZIMV / ZimVie Inc.
CMCI / VanEck ETF Trust - VanEck CMCI Commodity Strategy ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AMCR / Amcor plc
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
NANR / SPDR Index Shares Funds - State Street SPDR S&P North American Natural Resources ETF
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
AMGN / Amgen Inc.
BF.B / Brown-Forman Corporation
GFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - February
CVRX / CVRx, Inc.
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
PGR / The Progressive Corporation
DIS / The Walt Disney Company
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
NKE / NIKE, Inc.
FNV / Franco-Nevada Corporation
ZTR / Virtus Global Dividend & Income Fund Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VST / Vistra Corp.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
BX / Blackstone Inc.
MBAI / Check-Cap Ltd.
C / Citigroup Inc.
TSLA / Tesla, Inc.
TXN / Texas Instruments Incorporated
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
IPG / The Interpublic Group of Companies, Inc.
NOC / Northrop Grumman Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
JHSC / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
RELY / Remitly Global, Inc.
YUM / Yum! Brands, Inc.
EMBC / Embecta Corp.
SO / The Southern Company
SLB / SLB N.V.
STXD / EA Series Trust - Strive 1000 Dividend Growth ETF
MSFT / Microsoft Corporation
AMZN / Amazon.com, Inc.
AMAT / Applied Materials, Inc.
WDC / Western Digital Corporation
BBWI / Bath & Body Works, Inc.
INTU / Intuit Inc.
PLTR / Palantir Technologies Inc.
F / Ford Motor Company
WFC / Wells Fargo & Company
LYB / LyondellBasell Industries N.V.
DE / Deere & Company
SEE / Sealed Air Corporation
CVS / CVS Health Corporation
AXP / American Express Company
IAU / iShares Gold Trust
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
ALL / The Allstate Corporation
GE / General Electric Company
QQQ / Invesco QQQ Trust, Series 1
PPG / PPG Industries, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
BA / The Boeing Company
CMI / Cummins Inc.
FAST / Fastenal Company
PCAR / PACCAR Inc
FBIN / Fortune Brands Innovations, Inc.
FRO / Frontline plc
O / Realty Income Corporation
NEE / NextEra Energy, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
INGR / Ingredion Incorporated
BK / The Bank of New York Mellon Corporation
BIIB / Biogen Inc.
EA / Electronic Arts Inc.
COF / Capital One Financial Corporation
CELC / Celcuity Inc.
GH / Guardant Health, Inc.
TRV / The Travelers Companies, Inc.
LIN / Linde plc
B / Barrick Mining Corporation
MCHP / Microchip Technology Incorporated
STZ / Constellation Brands, Inc.
CI / The Cigna Group
SPGI / S&P Global Inc.
BMY / Bristol-Myers Squibb Company
VTR / Ventas, Inc.
HRL / Hormel Foods Corporation
VSCO / Victoria's Secret & Co.
NSC / Norfolk Southern Corporation
CF / CF Industries Holdings, Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
OMC / Omnicom Group Inc.
COR / Cencora, Inc.
BALL / Ball Corporation
TWO / Two Harbors Investment Corp.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
WKHS / Workhorse Group, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
ORCL / Oracle Corporation
ICLN / iShares Trust - iShares Global Clean Energy ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
NI / NiSource Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
MAIN / Main Street Capital Corporation
QGRW / WisdomTree Trust - WisdomTree U.S. Quality Growth Fund
BEEM / Beam Global
LNT / Alliant Energy Corporation
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
SOLV / Solventum Corporation
COOP / Mr. Cooper Group Inc.
AVB / AvalonBay Communities, Inc.
FTNT / Fortinet, Inc.
REZI / Resideo Technologies, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
IDA / IDACORP, Inc.
EWU / iShares Trust - iShares MSCI United Kingdom ETF
EBS / Emergent BioSolutions Inc.
GOOGL / Alphabet Inc.
SOFI / SoFi Technologies, Inc.
GM / General Motors Company
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
BAI / Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF
XRAY / DENTSPLY SIRONA Inc.
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
IBIT / iShares Bitcoin Trust ETF
SDSI / American Century ETF Trust - American Century Short Duration Strategic Income ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CTRA / Coterra Energy Inc.
DOW / Dow Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
PFN / PIMCO Income Strategy Fund II
MO / Altria Group, Inc.
MPC / Marathon Petroleum Corporation
SSNC / SS&C Technologies Holdings, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
LTC / LTC Properties, Inc.
HAS / Hasbro, Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
PAGP / Plains GP Holdings, L.P. - Limited Partnership
HWM / Howmet Aerospace Inc.
ED / Consolidated Edison, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
EIX / Edison International
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
IBM / International Business Machines Corporation
HIW / Highwoods Properties, Inc.
ELV / Elevance Health, Inc.
ILCG / iShares Trust - iShares Morningstar Growth ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DRLL / EA Series Trust - Strive U.S. Energy ETF
CNC / Centene Corporation
GNR / SPDR Index Shares Funds - State Street SPDR S&P Global Natural Resources ETF
EAOA / iShares Trust - iShares ESG Aware 80/20 Aggressive Allocation ETF
DT / Dynatrace, Inc.
CARR / Carrier Global Corporation
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
TBUX / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF
XT / iShares Trust - iShares Future Exponential Technologies ETF
CCL / Carnival Corporation Ltd.
EBAY / eBay Inc.
QCOM / QUALCOMM Incorporated
STT / State Street Corporation
JPM / JPMorgan Chase & Co.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
EXC / Exelon Corporation
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
PYPL / PayPal Holdings, Inc.
SPSC / SPS Commerce, Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
BWB / Bridgewater Bancshares, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VFQY / Vanguard Wellington Fund - Vanguard U.S. Quality Factor ETF
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
VAL.WS / Valaris Limited - Equity Warrant
INTC / Intel Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
WTW / Willis Towers Watson Public Limited Company
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BBY / Best Buy Co., Inc.
BMO / Bank of Montreal
XHB / SPDR Series Trust - State Street SPDR S&P Homebuilders ETF
AWK / American Water Works Company, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
DAL / Delta Air Lines, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
EWJ / iShares, Inc. - iShares MSCI Japan ETF
CAT / Caterpillar Inc.
OTTR / Otter Tail Corporation
GEV / GE Vernova Inc.
ULCC / Frontier Group Holdings, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
NVS / Novartis AG - Depositary Receipt (Common Stock)
SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
BDX / Becton, Dickinson and Company
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SMR / NuScale Power Corporation
RIVN / Rivian Automotive, Inc.
CMG / Chipotle Mexican Grill, Inc.
JCI / Johnson Controls International plc
MS / Morgan Stanley
TROW / T. Rowe Price Group, Inc.
ONCY / Oncolytics Biotech Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IR / Ingersoll Rand Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ABT / Abbott Laboratories
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
SLV / iShares Silver Trust
TEM / Tempus AI, Inc.
ETR / Entergy Corporation
EQIX / Equinix, Inc.
ICE / Intercontinental Exchange, Inc.
RAL / Ralliant Corporation
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
WBD / Warner Bros. Discovery, Inc.
APG / APi Group Corporation
SBUX / Starbucks Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
TTC / The Toro Company
ABBV / AbbVie Inc.
SWK / Stanley Black & Decker, Inc.
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
ENSG / The Ensign Group, Inc.
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
SOBO / South Bow Corporation
BAM / Brookfield Asset Management Ltd.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
JNJ / Johnson & Johnson
DEO / Diageo plc - Depositary Receipt (Common Stock)
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
EVRG / Evergy, Inc.
MET / MetLife, Inc.
WHR / Whirlpool Corporation
EXPD / Expeditors International of Washington, Inc.
GD / General Dynamics Corporation
SPY / State Street SPDR S&P 500 ETF Trust
FTV / Fortive Corporation
ALC / Alcon Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
KHC / The Kraft Heinz Company
BAX / Baxter International Inc.
HYFM / Hydrofarm Holdings Group, Inc.
NDAQ / Nasdaq, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
HON / Honeywell International Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
UPS / United Parcel Service, Inc.
BTC / Grayscale Bitcoin Mini Trust
IOO / iShares Trust - iShares Global 100 ETF
VRSK / Verisk Analytics, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
CSCO / Cisco Systems, Inc.
BSX / Boston Scientific Corporation
WM / Waste Management, Inc.
ENB / Enbridge Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
CIEN / Ciena Corporation
DHR / Danaher Corporation
DG / Dollar General Corporation
PRU / Prudential Financial, Inc.
CMCSA / Comcast Corporation
RY / Royal Bank of Canada
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
INDI / indie Semiconductor, Inc.
TGT / Target Corporation
MCK / McKesson Corporation
GPC / Genuine Parts Company
WTAI / WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CVX / Chevron Corporation
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
PSA / Public Storage
KD / Kyndryl Holdings, Inc.
PHYS / Sprott Physical Gold Trust
MRK / Merck & Co., Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
FWONK / Formula One Group
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
ADM / Archer-Daniels-Midland Company
GLW / Corning Incorporated
NXPI / NXP Semiconductors N.V.
ETN / Eaton Corporation plc
ELFY / ALPS ETF Trust - ALPS Electrification Infrastructure ETF
DOL / WisdomTree Trust - WisdomTree True Developed International Fund
IVW / iShares Trust - iShares S&P 500 Growth ETF
IQV / IQVIA Holdings Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
GRID / First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
CRSP / CRISPR Therapeutics AG
WMB / The Williams Companies, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
NEM / Newmont Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
UNH / UnitedHealth Group Incorporated
VDE / Vanguard World Fund - Vanguard Energy ETF
MMM / 3M Company
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
UGI / UGI Corporation
DCI / Donaldson Company, Inc.
HSY / The Hershey Company
EL / The Estée Lauder Companies Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
HBAN / Huntington Bancshares Incorporated
CAH / Cardinal Health, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
PCT / PureCycle Technologies, Inc.
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
LMT / Lockheed Martin Corporation
PM / Philip Morris International Inc.
MCY / Mercury General Corporation
LOW / Lowe's Companies, Inc.
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
BRK.A / Berkshire Hathaway Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
STLD / Steel Dynamics, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
RAFE / PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
OTIS / Otis Worldwide Corporation
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
DVN / Devon Energy Corporation
FSP / Franklin Street Properties Corp.
CLFD / Clearfield, Inc.
VRTS / Virtus Investment Partners, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
SNOW / Snowflake Inc.
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
TRP / TC Energy Corporation
HPE / Hewlett Packard Enterprise Company
CTO / CTO Realty Growth, Inc.
JACK / Jack in the Box Inc.
TCMD / Tactile Systems Technology, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
FOX / Fox Corporation
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
GEHC / GE HealthCare Technologies Inc.
DBL / DoubleLine Opportunistic Credit Fund
UNP / Union Pacific Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
BAC / Bank of America Corporation
TLSA / Tiziana Life Sciences Ltd
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
DHI / D.R. Horton, Inc.
GPN / Global Payments Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CPT / Camden Property Trust
HIG / The Hartford Insurance Group, Inc.
AAL / American Airlines Group Inc.
VTRS / Viatris Inc.
STRV / EA Series Trust - Strive 500 ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
HII / Huntington Ingalls Industries, Inc.
WELL / Welltower Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MAR / Marriott International, Inc.
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock)
CB / Chubb Limited
ACN / Accenture plc
FMC / FMC Corporation
GIS / General Mills, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
MSCI / MSCI Inc.
WTBA / West Bancorporation, Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
TRI / Thomson Reuters Corporation
PRN / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Industrials Momentum ETF
V / Visa Inc.
PEP / PepsiCo, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
GGG / Graco Inc.
KMB / Kimberly-Clark Corporation
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
RXRX / Recursion Pharmaceuticals, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
GBTC / Grayscale Bitcoin Trust (BTC)
AMP / Ameriprise Financial, Inc.
CWEN / Clearway Energy, Inc.
CDNS / Cadence Design Systems, Inc.
ITW / Illinois Tool Works Inc.
SCHW / The Charles Schwab Corporation
PNC / The PNC Financial Services Group, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
TMFE / The RBB Fund, Inc. - Motley Fool Capital Efficiency 100 Index ETF
AMD / Advanced Micro Devices, Inc.
BKNG / Booking Holdings Inc.
AMT / American Tower Corporation
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
USB / U.S. Bancorp
HSIC / Henry Schein, Inc.
IMOS / ChipMOS TECHNOLOGIES INC. - Depositary Receipt (Common Stock)
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
ETSY / Etsy, Inc.
CMS / CMS Energy Corporation
MA / Mastercard Incorporated
PFE / Pfizer Inc.
FLDR / Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF
HD / The Home Depot, Inc.
LLY / Eli Lilly and Company
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ALB / Albemarle Corporation
ECL / Ecolab Inc.
MCO / Moody's Corporation
MDT / Medtronic plc
NUE / Nucor Corporation
RTX / RTX Corporation
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
AFL / Aflac Incorporated
HTGC / Hercules Capital, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
UMBF / UMB Financial Corporation
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
TGTX / TG Therapeutics, Inc.
ALMU / Aeluma, Inc.
ADBE / Adobe Inc.
YUMC / Yum China Holdings, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
COST / Costco Wholesale Corporation
TER / Teradyne, Inc.
KEYS / Keysight Technologies, Inc.
SYY / Sysco Corporation
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
SRE / Sempra
GEL / Genesis Energy, L.P. - Limited Partnership
CTVA / Corteva, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
NVDA / NVIDIA Corporation
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
FISV / Fiserv, Inc.
EW / Edwards Lifesciences Corporation
FNB / F.N.B. Corporation
WMT / Walmart Inc.
GS / The Goldman Sachs Group, Inc.
PII / Polaris Inc.
KO / The Coca-Cola Company
COP / ConocoPhillips
OXY / Occidental Petroleum Corporation
BMRN / BioMarin Pharmaceutical Inc.
MCD / McDonald's Corporation
PG / The Procter & Gamble Company
WEC / WEC Energy Group, Inc.
CHKP / Check Point Software Technologies Ltd.
ASIX / AdvanSix Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
L / Loews Corporation
FHN / First Horizon Corporation
BTU / Peabody Energy Corporation
ETH / Grayscale Ethereum Staking Mini ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
SJM / The J. M. Smucker Company
IWM / iShares Trust - iShares Russell 2000 ETF
HLT / Hilton Worldwide Holdings Inc.
NVG / Nuveen AMT-Free Municipal Credit Income Fund
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
STXE / EA Series Trust - Strive Emerging Markets Ex-China ETF
NCLH / Norwegian Cruise Line Holdings Ltd.
VXRT / Vaxart, Inc.
XSW / SPDR Series Trust - State Street SPDR S&P Software & Services ETF
BBAI / BigBear.ai Holdings, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MOTI / VanEck ETF Trust - VanEck Morningstar International Moat ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
GOOG / Alphabet Inc.
AEP / American Electric Power Company, Inc.
BHK / BlackRock Core Bond Trust
EVGO / EVgo, Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust