Market Value70,978,857
Total Holdings561
File Date2025-11-25
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)
GPIX / Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Premium Income ETF
XYL / Xylem Inc.
NBIS / Nebius Group N.V.
RKLB / Rocket Lab Corporation
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
EXPGY / Experian plc - Depositary Receipt (Common Stock)
TGRR / Tiger Reef, Inc.
RPM / RPM International Inc.
DIS / The Walt Disney Company
INTU / Intuit Inc.
NEE / NextEra Energy, Inc.
WDAY / Workday, Inc.
MCD / McDonald's Corporation
COIN / Coinbase Global, Inc.
BX / Blackstone Inc.
JCI / Johnson Controls International plc
TRU / TransUnion
LLY / Eli Lilly and Company
FDX / FedEx Corporation
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
CI / The Cigna Group
JNJ / Johnson & Johnson
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
SNPS / Synopsys, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
SYK / Stryker Corporation
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
GRNY / Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
2U3 / Alcon Inc.
US009066AB74 / CONVERTIBLE ZERO
CSCO / Cisco Systems, Inc.
MKTAY / Makita Corporation - Depositary Receipt (Common Stock)
HLT / Hilton Worldwide Holdings Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
UPS / United Parcel Service, Inc.
DHR / Danaher Corporation
VSEC / VSE Corporation
BKR / Baker Hughes Company
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
AME / AMETEK, Inc.
DJT / Trump Media & Technology Group Corp.
SHEL / Shell plc - Depositary Receipt (Common Stock)
BBUC / Brookfield Business Corporation
AMGN / Amgen Inc.
APH / Amphenol Corporation
US08862EAB56 / BEYOND MEAT INC CONV 0% 03/15/2027
CCEP N / Coca-Cola Europacific Partners PLC
C.WSA / Citigroup, Inc.
IFNNY / Infineon Technologies AG - Depositary Receipt (Common Stock)
MLM / Martin Marietta Materials, Inc.
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
DASTY / Dassault Systèmes SE - Depositary Receipt (Common Stock)
SFGYY / Sony Financial Group Inc. - Depositary Receipt (Common Stock)
A9KN / Halo Collective Inc.
LVMUY / LVMH Moët Hennessy - Louis Vuitton, Société Européenne - Depositary Receipt (Common Stock)
SBGSY / Schneider Electric S.E. - Depositary Receipt (Common Stock)
OTSKY / Otsuka Holdings Co., Ltd. - Depositary Receipt (Common Stock)
NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
HEINY / Heineken N.V. - Depositary Receipt (Common Stock)
DQJCY / Pan Pacific International Holdings Corporation - Depositary Receipt (Common Stock)
SIEGY / Siemens Aktiengesellschaft - Depositary Receipt (Common Stock)
SOLS / Solstice Advanced Materials, Inc.
DUOL / Duolingo, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
NDAQ / Nasdaq, Inc.
PFG / Principal Financial Group, Inc.
GEV / GE Vernova Inc.
TRV / The Travelers Companies, Inc.
RIVN / Rivian Automotive, Inc.
ICE / Intercontinental Exchange, Inc.
IAU / iShares Gold Trust
TMO / Thermo Fisher Scientific Inc.
SHW / The Sherwin-Williams Company
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
SPGI / S&P Global Inc.
SHOP / Shopify Inc.
TYL / Tyler Technologies, Inc.
IXN / iShares Trust - iShares Global Tech ETF
PODD / Insulet Corporation
DD / DuPont de Nemours, Inc.
SERV / Serve Robotics Inc.
MBB / iShares Trust - iShares MBS ETF
ECG / Everus Construction Group, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
QQQ / Invesco QQQ Trust, Series 1
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
EMO / ClearBridge Energy Midstream Opportunity Fund Inc
AMC ENTMT HLDGS INC CLASS A / CLASS A (00165C902)
BJS WHSL CLUB HLDGS INC / (05548J106)
HLN / Haleon plc - Depositary Receipt (Common Stock)
FMC / FMC Corporation
DE / Deere & Company
ETN / Eaton Corporation plc
GRAYSCALE ETHEREUM MINI / (38964R104)
LCID / Lucid Group, Inc.
RAMACO RES INC CLASS A / CLASS A (75134P303)
VANGUARD LONG TERM BOND ETF / ETF (921937711)
PIMCO ACTIVE BOND ETF / ETF (72201R203)
ISHARES US AEROSPACE DEFENSE ETF / ETF (464287684)
ISHARES MSCI INTL VALUE FACTOR ETF / ETF (46434V204)
AI / C3.ai, Inc.
VANGUARD VALUE ETF / ETF (922908536)
CGDV / Capital Group Dividend Value ETF
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
BAC / Bank of America Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
PGZ / Principal Real Estate Income Fund
IWD / iShares Trust - iShares Russell 1000 Value ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
META / Meta Platforms, Inc.
SCHW / The Charles Schwab Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
FE / FirstEnergy Corp.
COST / Costco Wholesale Corporation
CITR / CitroTech Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
TT / Trane Technologies plc
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
PANW / Palo Alto Networks, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
BMNR / Bitmine Immersion Technologies, Inc.
GILD / Gilead Sciences, Inc.
AFL / Aflac Incorporated
VRT / Vertiv Holdings Co
JPM / JPMorgan Chase & Co.
CRM / Salesforce, Inc.
WBD / Warner Bros. Discovery, Inc.
HIMS / Hims & Hers Health, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
AMAT / Applied Materials, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
CMF / iShares Trust - iShares California Muni Bond ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
MCK / McKesson Corporation
NEOM / NeoMedia Technologies, Inc.
MURGY / Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München - Depositary Receipt (Common Stock)
SVNLY / Svenska Handelsbanken AB (publ) - Depositary Receipt (Common Stock)
CGEH / Capstone Energy+, Inc.
ISNPY / Intesa Sanpaolo S.p.A. - Depositary Receipt (Common Stock)
SAFRY / Safran SA - Depositary Receipt (Common Stock)
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
RCRUY / Recruit Holdings Co., Ltd. - Depositary Receipt (Common Stock)
CVS / CVS Health Corporation
EBKDY / Erste Group Bank AG - Depositary Receipt (Common Stock)
DX / Dynex Capital, Inc.
PTON / Peloton Interactive, Inc.
C / Citigroup Inc.
ESLOY / EssilorLuxottica Société anonyme - Depositary Receipt (Common Stock)
BLQC / BlockQuarry Corp.
VWDRY / Vestas Wind Systems A/S - Depositary Receipt (Common Stock)
MGDDY / Compagnie Générale des Établissements Michelin Société en commandite par actions - Depositary Receipt (Common Stock)
SDZNY / Sandoz Group AG - Depositary Receipt (Common Stock)
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
PG / The Procter & Gamble Company
HYGV / FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund
TSLA / Tesla, Inc.
AZO / AutoZone, Inc.
EXC / Exelon Corporation
PKG / Packaging Corporation of America
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
UNP / Union Pacific Corporation
GWW / W.W. Grainger, Inc.
NXE / NexGen Energy Ltd.
QVCGA / QVC Group Inc.
BLSH / Bullish
CSX / CSX Corporation
CNC / Centene Corporation
PDI / PIMCO Dynamic Income Fund
IWM / iShares Trust - iShares Russell 2000 ETF
CINF / Cincinnati Financial Corporation
IGM / iShares Trust - iShares Expanded Tech Sector ETF
DIAX / Nuveen Dow 30 Dynamic Overwrite Fund
METCB / Ramaco Resources, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
MU / Micron Technology, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
ACM / AECOM
AR / Antero Resources Corporation
NIO / NIO Inc. - Depositary Receipt (Common Stock)
BKKT / Bakkt, Inc.
SDIV / Global X Funds - Global X SuperDividend ETF
CCL / Carnival Corporation Ltd.
MDU / MDU Resources Group, Inc.
MBGYY / Mercedes-Benz Group AG - Depositary Receipt (Common Stock)
IXC / iShares Trust - iShares Global Energy ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
HXL / Hexcel Corporation
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
TJX / The TJX Companies, Inc.
SBAC / SBA Communications Corporation
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
UL / Unilever PLC - Depositary Receipt (Common Stock)
LIN / Linde plc
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ORCL / Oracle Corporation
WEC / WEC Energy Group, Inc.
JIG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF
INSG / Inseego Corp.
CCJ / Cameco Corporation
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
ABR / Arbor Realty Trust, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CFRUY / Compagnie Financière Richemont SA - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
TRFK / Pacer Funds Trust - Pacer Data and Digital Revolution ETF
OEF / iShares Trust - iShares S&P 100 ETF
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
MELI / MercadoLibre, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
UBFO / United Security Bancshares
MRP / Millrose Properties, Inc.
CLSK / CleanSpark, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
ELS / Equity LifeStyle Properties, Inc.
PH / Parker-Hannifin Corporation
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
CME / CME Group Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
HON / Honeywell International Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
VZ / Verizon Communications Inc.
SDHY / PGIM Short Duration High Yield Opportunities Fund
SNY / Sanofi - Depositary Receipt (Common Stock)
GLD / SPDR Gold Shares
SRL / Scully Royalty Ltd.
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
EMN / Eastman Chemical Company
SMCAY / SMC Corporation - Depositary Receipt (Common Stock)
XOM / Exxon Mobil Corporation
LULU / lululemon athletica inc.
OSK / Oshkosh Corporation
AAL / American Airlines Group Inc.
TMC / TMC the metals company Inc.
ETJ / Eaton Vance Risk-Managed Diversified Equity Income Fund
KEYS / Keysight Technologies, Inc.
MRVL / Marvell Technology, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
CHRW / C.H. Robinson Worldwide, Inc.
BKNG / Booking Holdings Inc.
PMT / PennyMac Mortgage Investment Trust
CEG / Constellation Energy Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
ADSK / Autodesk, Inc.
BAX / Baxter International Inc.
IBDRY / Iberdrola, S.A. - Depositary Receipt (Common Stock)
DG / Dollar General Corporation
MDT / Medtronic plc
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
PSX / Phillips 66
MET / MetLife, Inc.
UUUU / Energy Fuels Inc.
QCOM / QUALCOMM Incorporated
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
HOOD / Robinhood Markets, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
COF / Capital One Financial Corporation
FOX / Fox Corporation
AGNC / AGNC Investment Corp.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
SOXQ / Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MO / Altria Group, Inc.
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
PKST / Peakstone Realty Trust
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
ISHG / iShares Trust - iShares 1-3 Year International Treasury Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
GE / General Electric Company
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
ELV / Elevance Health, Inc.
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
TSCO / Tractor Supply Company
AVAV / AeroVironment, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
BRK.B / Berkshire Hathaway Inc.
PTY / PIMCO Corporate & Income Opportunity Fund
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
VLO / Valero Energy Corporation
AZNDF / AstraZeneca Plc
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
DUK / Duke Energy Corporation
GLPI / Gaming and Leisure Properties, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
U / Unity Software Inc.
POAHY / Porsche Automobil Holding SE - Depositary Receipt (Common Stock)
VUG / Vanguard Index Funds - Vanguard Growth ETF
IBM / International Business Machines Corporation
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
ET / Energy Transfer LP - Limited Partnership
FSLR / First Solar, Inc.
ASST / Strive, Inc.
BMY / Bristol-Myers Squibb Company
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
CFG / Citizens Financial Group, Inc.
IDXX / IDEXX Laboratories, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
AXP / American Express Company
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
DGX / Quest Diagnostics Incorporated
MAGA / ETF Series Solutions - Point Bridge America First ETF
KMX / CarMax, Inc.
BLOK / Amplify ETF Trust - Amplify Blockchain Technology ETF
KNSL / Kinsale Capital Group, Inc.
OGIG / ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
CB / Chubb Limited
PNC / The PNC Financial Services Group, Inc.
MPC / Marathon Petroleum Corporation
CARR / Carrier Global Corporation
PAYX / Paychex, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ACN / Accenture plc
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ODFL / Old Dominion Freight Line, Inc.
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
CCI / Crown Castle Inc.
COP / ConocoPhillips
PYPL / PayPal Holdings, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
LPLA / LPL Financial Holdings Inc.
ARKX / ARK ETF Trust - ARK Space & Defense Innovation ETF
MAR / Marriott International, Inc.
SUN / Sunoco LP - Limited Partnership
IVV / iShares Trust - iShares Core S&P 500 ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
BB / BlackBerry Limited
PTC / PTC Inc.
LRCX / Lam Research Corporation
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
IVES / Wedbush Series Trust - Dan IVES Wedbush AI Revolution ETF
MDLZ / Mondelez International, Inc.
QTUM / ETF Series Solutions - Defiance Quantum ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CVX / Chevron Corporation
UFOX / ETF Series Solutions - Defiance AI & Connective Tech ETF
FANG / Diamondback Energy, Inc.
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
GEHC / GE HealthCare Technologies Inc.
ABT / Abbott Laboratories
BURL / Burlington Stores, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
OPEN / Opendoor Technologies Inc.
GLAD / Gladstone Capital Corporation
CL / Colgate-Palmolive Company
RTX / RTX Corporation
VPU / Vanguard World Fund - Vanguard Utilities ETF
MRSH / Marsh & McLennan Companies, Inc.
YUM / Yum! Brands, Inc.
BITO / ProShares Trust - ProShares Bitcoin ETF
DXYZ / Destiny Tech100 Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
UNM / Unum Group
JBND / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
ARR / ARMOUR Residential REIT, Inc.
RYAN / Ryan Specialty Holdings, Inc.
SOUN / SoundHound AI, Inc.
MSCI / MSCI Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
AKRE / Professionally Managed Portfolios - Akre Focus ETF
IR / Ingersoll Rand Inc.
CIFR / Cipher Digital Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SMR / NuScale Power Corporation
HAS / Hasbro, Inc.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
CRWV / CoreWeave, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
Q / Qnity Electronics, Inc.
WST / West Pharmaceutical Services, Inc.
XAGG / Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
E / Eni S.p.A. - Depositary Receipt (Common Stock)
ATRA / Atara Biotherapeutics, Inc.
VERI / Veritone, Inc.
LHX / L3Harris Technologies, Inc.
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
FICO / Fair Isaac Corporation
ALB / Albemarle Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
HYBB / iShares Trust - iShares BB Rated Corporate Bond ETF
QQA / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco QQQ Income Advantage ETF
ADBE / Adobe Inc.
HD / The Home Depot, Inc.
BBRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI US REIT ETF
D / Dominion Energy, Inc.
DXCM / DexCom, Inc.
IYY / iShares Trust - iShares Dow Jones U.S. ETF
VEEV / Veeva Systems Inc.
HUM / Humana Inc.
DNN / Denison Mines Corp.
KOMP / SPDR Series Trust - State Street SPDR S&P Kensho New Economies Composite ETF
ZBH / Zimmer Biomet Holdings, Inc.
EQIX / Equinix, Inc.
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
MCHP / Microchip Technology Incorporated
RMBS / Rambus Inc.
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
OGN / Organon & Co.
MRK / Merck & Co., Inc.
ENBP / ENB Financial Corp
FTI / TechnipFMC plc
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
ORLY / O'Reilly Automotive, Inc.
IREN / IREN Limited
GBTC / Grayscale Bitcoin Trust (BTC)
AMZN / Amazon.com, Inc.
ARTY / iShares Trust - iShares Future AI & Tech ETF
UBER / Uber Technologies, Inc.
NXPI / NXP Semiconductors N.V.
WMB / The Williams Companies, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
NVDA / NVIDIA Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
WCN / Waste Connections, Inc.
SRE / Sempra
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
BTC / Grayscale Bitcoin Mini Trust
GLW / Corning Incorporated
BRRR / CoinShares Bitcoin ETF
VST / Vistra Corp.
AJG / Arthur J. Gallagher & Co.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ANET / Arista Networks, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
MCO / Moody's Corporation
FLOT / iShares Trust - iShares Floating Rate Bond ETF
UMBF / UMB Financial Corporation
GD / General Dynamics Corporation
MORN / Morningstar, Inc.
LMT / Lockheed Martin Corporation
DDIV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Momentum & Dividend ETF
MSTR / Strategy Inc
IAT / iShares Trust - iShares U.S. Regional Banks ETF
CLOU / Global X Funds - Global X Cloud Computing ETF
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
CTVA / Corteva, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
BSOL / Bitwise Solana Staking ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
KTOS / Kratos Defense & Security Solutions, Inc.
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
ZTS / Zoetis Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
KNF / Knife River Corporation
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
PCG / PG&E Corporation
RELX / RELX PLC - Depositary Receipt (Common Stock)
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
NRG / NRG Energy, Inc.
UPST / Upstart Holdings, Inc.
PHM / PulteGroup, Inc.
KHC / The Kraft Heinz Company
AVGO / Broadcom Inc.
AES / The AES Corporation
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
NVS / Novartis AG - Depositary Receipt (Common Stock)
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
QS / QuantumScape Corporation
PLTR / Palantir Technologies Inc.
FBIN / Fortune Brands Innovations, Inc.
TTWO / Take-Two Interactive Software, Inc.
DELL / Dell Technologies Inc.
YUMC / Yum China Holdings, Inc.
MSFT / Microsoft Corporation
MP / MP Materials Corp.
WM / Waste Management, Inc.
CRWD / CrowdStrike Holdings, Inc.
INTC / Intel Corporation
F / Ford Motor Company
WFC / Wells Fargo & Company
APO / Apollo Global Management, Inc.
PFE / Pfizer Inc.
TEM / Tempus AI, Inc.
FCX / Freeport-McMoRan Inc.
CMG / Chipotle Mexican Grill, Inc.
GRAB / Grab Holdings Limited
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
WMT / Walmart Inc.
KO / The Coca-Cola Company
PEP / PepsiCo, Inc.
GLXY / Galaxy Digital Inc.
MBC / MasterBrand, Inc.
CAT / Caterpillar Inc.
NKE / NIKE, Inc.
AAPL / Apple Inc.
PRU / Prudential Financial, Inc.
XYZ / Block, Inc.
EPR / EPR Properties
UNH / UnitedHealth Group Incorporated
ADI / Analog Devices, Inc.
SPOT / Spotify Technology S.A.
LYV / Live Nation Entertainment, Inc.
NOW / ServiceNow, Inc.
NFLX / Netflix, Inc.
T / AT&T Inc.
AMD / Advanced Micro Devices, Inc.
IP / International Paper Company
NOC / Northrop Grumman Corporation
POOL / Pool Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
EXPE / Expedia Group, Inc.
ACLS / Axcelis Technologies, Inc.
TMUS / T-Mobile US, Inc.
V / Visa Inc.
MNST / Monster Beverage Corporation
GOOG / Alphabet Inc.
ESTC / Elastic N.V.
IWN / iShares Trust - iShares Russell 2000 Value ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
GOOGL / Alphabet Inc.
STZ / Constellation Brands, Inc.
OXY / Occidental Petroleum Corporation
URI / United Rentals, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
IQV / IQVIA Holdings Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
SBUX / Starbucks Corporation
ECL / Ecolab Inc.
ISRG / Intuitive Surgical, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
RBA / RB Global, Inc.
LOW / Lowe's Companies, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
BA / The Boeing Company
LEN / Lennar Corporation
SPY / State Street SPDR S&P 500 ETF Trust
TER / Teradyne, Inc.
ARCC / Ares Capital Corporation