Market Value3,016,442,631
Total Holdings455
File Date2026-04-22
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)
NGG / National Grid plc - Depositary Receipt (Common Stock)
TRGP / Targa Resources Corp.
EME / EMCOR Group, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
KIM / Kimco Realty Corporation
DUOL / Duolingo, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
BNY / The Bank of New York Mellon Corporation
ETH / Grayscale Ethereum Staking Mini ETF
GIS / General Mills, Inc.
TCPC / BlackRock TCP Capital Corp.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
GEHC / GE HealthCare Technologies Inc.
UUUU / Energy Fuels Inc.
BILL / BILL Holdings, Inc.
SYF / Synchrony Financial
ABNB / Airbnb, Inc.
SHOP / Shopify Inc.
PANW / Palo Alto Networks, Inc.
CPNG / Coupang, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
WTW / Willis Towers Watson Public Limited Company
AIG / American International Group, Inc.
OMC / Omnicom Group Inc.
EXAS / Exact Sciences Corporation
AOS / A. O. Smith Corporation
ULTA / Ulta Beauty, Inc.
DIBS / 1stdibs.Com, Inc.
MMM / 3M Company
ABT / Abbott Laboratories
ABBV / AbbVie Inc.
ACN / Accenture plc
PEO / Adams Natural Resources Fund, Inc.
ADX / Adams Diversified Equity Fund, Inc.
ADBE / Adobe Inc.
AMD / Advanced Micro Devices, Inc.
AFL / Aflac Incorporated
AGNC / AGNC Investment Corp.
ALL / The Allstate Corporation
GOOGL / Alphabet Inc.
GOOG / Alphabet Inc.
MO / Altria Group, Inc.
AMZN / Amazon.com, Inc.
ABTC / American Bitcoin Corp.
AEP / American Electric Power Company, Inc.
AXP / American Express Company
AMT / American Tower Corporation
AMP / Ameriprise Financial, Inc.
AMGN / Amgen Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
AMPX / Amprius Technologies, Inc.
ADI / Analog Devices, Inc.
ANGI / Angi Inc.
AON / Aon plc
APO / Apollo Global Management, Inc.
AMAT / Applied Materials, Inc.
APYX / Apyx Medical Corporation
ARCC / Ares Capital Corporation
ACRE / Ares Commercial Real Estate Corporation
ARES / Ares Management Corporation
ANET / Arista Networks, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
T / AT&T Inc.
ADSK / Autodesk, Inc.
ADP / Automatic Data Processing, Inc.
AZO / AutoZone, Inc.
BAC / Bank of America Corporation
BK / The Bank of New York Mellon Corporation
BBT / Beacon Financial Corporation
BDX / Becton, Dickinson and Company
BRK.A / Berkshire Hathaway Inc.
BRK.B / Berkshire Hathaway Inc.
BIIB / Biogen Inc.
HIMU / Blackrock ETF Trust II - Ishares High Yield Muni Active ETF
BLK / BlackRock, Inc.
MYN / BlackRock MuniYield New York Quality Fund, Inc.
BXSL / Blackstone Secured Lending Fund
OBDC / Blue Owl Capital Corporation
OWL / Blue Owl Capital Inc.
BA / The Boeing Company
BMY / Bristol-Myers Squibb Company
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
BN / Brookfield Corporation
CPT / Camden Property Trust
CCJ / Cameco Corporation
COF / Capital One Financial Corporation
CARR / Carrier Global Corporation
CARS / Cars.com Inc.
CAT / Caterpillar Inc.
COR / Cencora, Inc.
CET / Central Securities Corporation
CERS / Cerus Corporation
GTLS / Chart Industries, Inc.
LNG / Cheniere Energy, Inc.
CVX / Chevron Corporation
CB / Chubb Limited
CSCO / Cisco Systems, Inc.
C / Citigroup Inc.
NET / Cloudflare, Inc.
CME / CME Group Inc.
CNH / CNH Industrial N.V.
KO / The Coca-Cola Company
COIN / Coinbase Global, Inc.
CL / Colgate-Palmolive Company
CMCSA / Comcast Corporation
COMP / Compass, Inc.
CGEN / Compugen Ltd.
COP / ConocoPhillips
ED / Consolidated Edison, Inc.
CEG / Constellation Energy Corporation
GLW / Corning Incorporated
CTVA / Corteva, Inc.
COST / Costco Wholesale Corporation
CRWD / CrowdStrike Holdings, Inc.
CSX / CSX Corporation
CMI / Cummins Inc.
CVS / CVS Health Corporation
DHR / Danaher Corporation
DE / Deere & Company
DAL / Delta Air Lines, Inc.
DXCM / DexCom, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
D / Dominion Energy, Inc.
DBX / Dropbox, Inc.
DUK / Duke Energy Corporation
ETN / Eaton Corporation plc
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
ETO / Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
EBAY / eBay Inc.
EDIT / Editas Medicine, Inc.
EW / Edwards Lifesciences Corporation
ELV / Elevance Health, Inc.
DIVZ / Listed Funds Trust - Polen Dividend Income ETF
LLY / Eli Lilly and Company
EMR / Emerson Electric Co.
EPD / Enterprise Products Partners L.P. - Limited Partnership
EFX / Equifax Inc.
EVR / Evercore Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
EXPE / Expedia Group, Inc.
XOM / Exxon Mobil Corporation
FAST / Fastenal Company
FRT / Federal Realty Investment Trust
FDX / FedEx Corporation
FIHL / Pelagos Insurance Capital Limited
FBTC / Fidelity Wise Origin Bitcoin Fund
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
F / Ford Motor Company
FTAI / FTAI Aviation Ltd.
GRMN / Garmin Ltd.
GE / General Electric Company
GEV / GE Vernova Inc.
GAM / General American Investors Company, Inc.
GENI / Genius Sports Limited
GILD / Gilead Sciences, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
QLTY / The 2023 ETF Series Trust II - GMO U.S. Quality ETF
GS / The Goldman Sachs Group, Inc.
GBDC / Golub Capital BDC, Inc.
GHC / Graham Holdings Company
BTC / Grayscale Bitcoin Mini Trust
BTC / Grayscale Bitcoin Mini Trust Call
GBTC / Grayscale Bitcoin Trust (BTC)
GSK / GSK plc - Depositary Receipt (Common Stock)
HALO / Halozyme Therapeutics, Inc.
HG / Hamilton Insurance Group, Ltd.
WINN / Harbor ETF Trust - Harbor Long-Term Growers ETF
HSY / The Hershey Company
HLT / Hilton Worldwide Holdings Inc.
HD / The Home Depot, Inc.
HWM / Howmet Aerospace Inc.
IAC / IAC Inc.
IDXX / IDEXX Laboratories, Inc.
ITW / Illinois Tool Works Inc.
IBRX / ImmunityBio, Inc.
PODD / Insulet Corporation
INTC / Intel Corporation
IBKR / Interactive Brokers Group, Inc.
IBM / International Business Machines Corporation
ISRG / Intuitive Surgical, Inc.
EFAA / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco MSCI EAFE Income Advantage ETF
RSPA / Invesco S&P 500 Equal Weight Income Advantage ETF
FXE / Invesco CurrencyShares Euro Trust
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
QQQ / Invesco QQQ Trust, Series 1
FPAG / Investment Managers Series Trust III - FPA Global Equity ETF
IBIT / iShares Bitcoin Trust ETF
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
IAU / iShares Gold Trust
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
URTH / iShares, Inc. - iShares MSCI World ETF
SLV / iShares Silver Trust
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
HDV / iShares Trust - iShares Core High Dividend ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
IOO / iShares Trust - iShares Global 100 ETF
IBB / iShares Trust - iShares Biotechnology ETF
IWC / iShares Trust - iShares Micro-Cap ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
INDA / iShares Trust - iShares MSCI India ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MUB / iShares Trust - iShares National Muni Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
IWB / iShares Trust - iShares Russell 1000 ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IWV / iShares Trust - iShares Russell 3000 ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
DVY / iShares Trust - iShares Select Dividend ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
IYF / iShares Trust - iShares U.S. Financials ETF
IYW / iShares Trust - iShares U.S. Technology ETF
IAT / iShares Trust - iShares U.S. Regional Banks ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
JEF / Jefferies Financial Group Inc.
JNJ / Johnson & Johnson
JPM / JPMorgan Chase & Co.
KMB / Kimberly-Clark Corporation
KMI / Kinder Morgan, Inc.
KKR / KKR & Co. Inc.
KLAC / KLA Corporation
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
LRCX / Lam Research Corporation
EL / The Estée Lauder Companies Inc.
LDOS / Leidos Holdings, Inc.
LC / LendingClub Corporation
LSPD / Lightspeed Commerce Inc.
LMT / Lockheed Martin Corporation
LOW / Lowe's Companies, Inc.
MTB / M&T Bank Corporation
MAIN / Main Street Capital Corporation
MPC / Marathon Petroleum Corporation
MAR / Marriott International, Inc.
MRSH / Marsh & McLennan Companies, Inc.
MA / Mastercard Incorporated
MTCH / Match Group, Inc.
MKC / McCormick & Company, Incorporated
MCD / McDonald's Corporation
MELI / MercadoLibre, Inc.
MERC / Mercer International Inc.
MRK / Merck & Co., Inc.
META / Meta Platforms, Inc.
MET / MetLife, Inc.
MCB / Metropolitan Bank Holding Corp.
MTD / Mettler-Toledo International Inc.
MU / Micron Technology, Inc.
MSFT / Microsoft Corporation
MDLZ / Mondelez International, Inc.
MDB / MongoDB, Inc.
MS / Morgan Stanley
EDD / Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
MSIF / MSC Income Fund, Inc.
NFLX / Netflix, Inc.
NMFC / New Mountain Finance Corporation
NYT / The New York Times Company
NEE / NextEra Energy, Inc.
NSC / Norfolk Southern Corporation
NOC / Northrop Grumman Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
NXJ / Nuveen New Jersey Quality Municipal Income Fund
NVDA / NVIDIA Corporation
NXPI / NXP Semiconductors N.V.
OXY / Occidental Petroleum Corporation
OKE / ONEOK, Inc.
ORCL / Oracle Corporation
ORLY / O'Reilly Automotive, Inc.
PLTR / Palantir Technologies Inc.
PYPL / PayPal Holdings, Inc.
PTON / Peloton Interactive, Inc.
PEP / PepsiCo, Inc.
PFE / Pfizer Inc.
PM / Philip Morris International Inc.
PSX / Phillips 66
PML / PIMCO Municipal Income Fund II
PG / The Procter & Gamble Company
AKRE / Professionally Managed Portfolios - Akre Focus ETF
PGR / The Progressive Corporation
PLD / Prologis, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
PEG / Public Service Enterprise Group Incorporated
Q / Qnity Electronics, Inc.
QCOM / QUALCOMM Incorporated
QXO / QXO, Inc.
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
COPY / Torray Equity Income Fund - Tweedy, Browne Insider + Value ETF
RC / Ready Capital Corporation
REGN / Regeneron Pharmaceuticals, Inc.
HOOD / Robinhood Markets, Inc.
ROST / Ross Stores, Inc.
XDIV / Roundhill ETF Trust - Roundhill S&P 500 No Dividend Target ETF
RPM / RPM International Inc.
RTX / RTX Corporation
SPGI / S&P Global Inc.
SABA / Saba Capital Income & Opportunities Fund II
CRM / Salesforce, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
SATL / Satellogic Inc.
SCHW / The Charles Schwab Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
SRE / Sempra
NOW / ServiceNow, Inc.
NOW / ServiceNow, Inc. Call
SHEL / Shell plc - Depositary Receipt (Common Stock)
SHW / The Sherwin-Williams Company
SPG / Simon Property Group, Inc.
SO / The Southern Company
GLD / SPDR Gold Shares
FEZ / SPDR Index Shares Funds - State Street SPDR EURO STOXX 50 ETF
XSD / SPDR Series Trust - State Street SPDR S&P Semiconductor ETF
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
SPOT / Spotify Technology S.A.
STEW / SRH Total Return Fund, Inc.
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
SGU / Star Group, L.P. - Limited Partnership
SBUX / Starbucks Corporation
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
SPY / State Street SPDR S&P 500 ETF Trust
SPY / State Street SPDR S&P 500 ETF Trust Put
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
SYK / Stryker Corporation
STUB / StubHub Holdings, Inc.
SU / Suncor Energy Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TTWO / Take-Two Interactive Software, Inc.
TGT / Target Corporation
TSLA / Tesla, Inc.
TXN / Texas Instruments Incorporated
CI / The Cigna Group
TMO / Thermo Fisher Scientific Inc.
SFY / Tidal Trust I - SoFi Select 500 ETF
TJX / The TJX Companies, Inc.
TMUS / T-Mobile US, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
TT / Trane Technologies plc
TRV / The Travelers Companies, Inc.
TY / Tri-Continental Corporation
TFC / Truist Financial Corporation
UBER / Uber Technologies, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
UNP / Union Pacific Corporation
UPS / United Parcel Service, Inc.
UNH / UnitedHealth Group Incorporated
UHT / Universal Health Realty Income Trust
UEC / Uranium Energy Corp.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VTEC / Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VBIL / Vanguard Institutional Index Funds - Vanguard 0-3 Month Treasury Bill ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VTEI / Vanguard Municipal Bond Funds - Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
MUNY / Vanguard New York Tax-Free Funds - Vanguard New York Tax-Exempt Bond ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
VZ / Verizon Communications Inc.
VRTX / Vertex Pharmaceuticals Incorporated
NIE / Virtus Equity & Convertible Income Fund
V / Visa Inc.
WMT / Walmart Inc.
WBD / Warner Bros. Discovery, Inc.
WMG / Warner Music Group Corp.
WM / Waste Management, Inc.
WFC / Wells Fargo & Company
WELL / Welltower Inc.
WMB / The Williams Companies, Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
YUM / Yum! Brands, Inc.
BX / Blackstone Inc.
CNQ / Canadian Natural Resources Limited
MRVL / Marvell Technology, Inc.
AAPL / Apple Inc.
SHMD / SCHMID Group N.V.
HON / Honeywell International Inc.
PNC / The PNC Financial Services Group, Inc.
VTRS / Viatris Inc.
FSLR / First Solar, Inc.
DIS / The Walt Disney Company
UFOX / ETF Series Solutions - Defiance AI & Connective Tech ETF