Market Value627,592,343
Total Holdings699
File Date2024-11-05
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)
TJX / The TJX Companies, Inc.
CMI / Cummins Inc.
HRB / H&R Block, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MDT / Medtronic plc
NUE / Nucor Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SPY / State Street SPDR S&P 500 ETF Trust Call
NKE / NIKE, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PFE / Pfizer Inc.
DG / Dollar General Corporation
AAPL / Apple Inc.
MRK / Merck & Co., Inc.
GOOG / Alphabet Inc.
GLD / SPDR Gold Shares
IWD / iShares Trust - iShares Russell 1000 Value ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
DXPE / DXP Enterprises, Inc.
TSLA / Tesla, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
MSFT / Microsoft Corporation
GEV / GE Vernova Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
IWM / iShares Trust - iShares Russell 2000 ETF
ADP / Automatic Data Processing, Inc.
ABBV / AbbVie Inc.
USB / U.S. Bancorp
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
AEP / American Electric Power Company, Inc.
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
V / Visa Inc.
NXPI / NXP Semiconductors N.V.
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
AMD / Advanced Micro Devices, Inc.
CGC / Canopy Growth Corporation
GEHC / GE HealthCare Technologies Inc.
ICE / Intercontinental Exchange, Inc.
PHM / PulteGroup, Inc.
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
PFG / Principal Financial Group, Inc.
MMC / Marsh & McLennan Companies, Inc.
AI / C3.ai, Inc.
TDC / Teradata Corporation
WFC / Wells Fargo & Company
EMR / Emerson Electric Co.
VZ / Verizon Communications Inc.
JPM / JPMorgan Chase & Co.
PSX / Phillips 66
ORCL / Oracle Corporation
CRM / Salesforce, Inc.
LLY / Eli Lilly and Company
WPC / W. P. Carey Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
PRU / Prudential Financial, Inc.
HIG / The Hartford Insurance Group, Inc.
ZTS / Zoetis Inc.
BRK.B / Berkshire Hathaway Inc.
DUK / Duke Energy Corporation
PYZ / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Basic Materials Momentum ETF
RTX / RTX Corporation
CI / The Cigna Group
BAH / Booz Allen Hamilton Holding Corporation
WMT / Walmart Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
CSCO / Cisco Systems, Inc.
MODG / Topgolf Callaway Brands Corp.
AEO / American Eagle Outfitters, Inc.
DRI / Darden Restaurants, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
WM / Waste Management, Inc.
ANSS / ANSYS, Inc.
TMUS / T-Mobile US, Inc.
GOOGL / Alphabet Inc.
RIG / Transocean Ltd.
IWX / iShares Trust - iShares Russell Top 200 Value ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
PNFP / Pinnacle Financial Partners, Inc.
CINF / Cincinnati Financial Corporation
LRFC / Logan Ridge Finance Corporation
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
IFF / International Flavors & Fragrances Inc.
MNKD / MannKind Corporation
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
LEA / Lear Corporation
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
MCD / McDonald's Corporation
TXN / Texas Instruments Incorporated
FI / Fiserv, Inc.
NOC / Northrop Grumman Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
RGA / Reinsurance Group of America, Incorporated
SHEL / Shell plc - Depositary Receipt (Common Stock)
PEG / Public Service Enterprise Group Incorporated
ALL / The Allstate Corporation
MET / MetLife, Inc.
SEG / Seaport Entertainment Group Inc.
LYV / Live Nation Entertainment, Inc.
AMP / Ameriprise Financial, Inc.
FDX / FedEx Corporation
VTRS / Viatris Inc.
PJT / PJT Partners Inc.
VNT / Vontier Corporation
MOV / Movado Group, Inc.
CAT / Caterpillar Inc.
FTNT / Fortinet, Inc.
RXI / iShares Trust - iShares Global Consumer Discretionary ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
HHH / Howard Hughes Holdings Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
XSD / SPDR Series Trust - State Street SPDR S&P Semiconductor ETF
TRI / Thomson Reuters Corporation
FRPT / Freshpet, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VMVI.X / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ALV / Autoliv, Inc.
MU / Micron Technology, Inc.
RSPC / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Communication Services ETF
LITE / Lumentum Holdings Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
EOG / EOG Resources, Inc.
NPO / Enpro Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
MCK / McKesson Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
JCI / Johnson Controls International plc
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
RS / Reliance, Inc.
KMI / Kinder Morgan, Inc.
ISRG / Intuitive Surgical, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
NOW / ServiceNow, Inc.
VAC / Marriott Vacations Worldwide Corporation
EPAC / Enerpac Tool Group Corp.
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
EHC / Encompass Health Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
VAW / Vanguard World Fund - Vanguard Materials ETF
WAB / Westinghouse Air Brake Technologies Corporation
JOBY / Joby Aviation, Inc.
AGM / Federal Agricultural Mortgage Corporation
LIE / Sun Life Financial Inc.
NSC / Norfolk Southern Corporation
CB / Chubb Limited
LEG / Leggett & Platt, Incorporated
GOF / Guggenheim Strategic Opportunities Fund
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
AIG / American International Group, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
MRO / Marathon Oil Corporation
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
FCNCA / First Citizens BancShares, Inc.
VICI / VICI Properties Inc.
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
HBI / Hanesbrands Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
ZIMV / ZimVie Inc.
RL / Ralph Lauren Corporation
CE / Celanese Corporation
DJT / Trump Media & Technology Group Corp.
UNIT / Uniti Group Inc.
SPOT / Spotify Technology S.A.
NCLH / Norwegian Cruise Line Holdings Ltd.
PNR / Pentair plc
PPG / PPG Industries, Inc.
MKC / McCormick & Company, Incorporated
ILCG / iShares Trust - iShares Morningstar Growth ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IPAR / Interparfums, Inc.
NXST / Nexstar Media Group, Inc.
HLNE / Hamilton Lane Incorporated
GPN / Global Payments Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
IWV / iShares Trust - iShares Russell 3000 ETF
OGN / Organon & Co.
NVS / Novartis AG - Depositary Receipt (Common Stock)
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
ZTR / Virtus Global Dividend & Income Fund Inc.
ETJ / Eaton Vance Risk-Managed Diversified Equity Income Fund
BAM / Brookfield Asset Management Ltd.
KPLT / Katapult Holdings, Inc.
DSU / BlackRock Debt Strategies Fund, Inc.
GUT / The Gabelli Utility Trust
WH / Wyndham Hotels & Resorts, Inc.
ASXC / Asensus Surgical, Inc.
MOS / The Mosaic Company
SON / Sonoco Products Company
BAX / Baxter International Inc.
BN / Brookfield Corporation
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
EHI / Western Asset Global High Income Fund Inc.
HYT / BlackRock Corporate High Yield Fund, Inc.
TNL * / Travel + Leisure Co.
PMO / Putnam Municipal Opportunities Trust
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
GNW / Genworth Financial, Inc.
AA / Alcoa Corporation
CELH / Celsius Holdings, Inc.
WIW / Western Asset Inflation-Linked Opportunities & Income Fund
PFL / PIMCO Income Strategy Fund
EL / The Estée Lauder Companies Inc.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
BSBR / Banco Santander (Brasil) S.A. - Depositary Receipt (Common Stock)
LLAP / Terran Orbital Corporation
KXI / iShares Trust - iShares Global Consumer Staples ETF
CG / The Carlyle Group Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PCG / PG&E Corporation
OEF / iShares Trust - iShares S&P 100 ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
BTC / Grayscale Bitcoin Mini Trust
WTW / Willis Towers Watson Public Limited Company
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
BFB / Brown-Forman Corp. - Class B
HPQ / HP Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ABNB / Airbnb, Inc.
LHX / L3Harris Technologies, Inc.
FTV / Fortive Corporation
KD / Kyndryl Holdings, Inc.
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
TRV / The Travelers Companies, Inc.
NNN / NNN REIT, Inc.
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
RWR / SPDR Series Trust - State Street SPDR Dow Jones REIT ETF
RJF / Raymond James Financial, Inc.
DXCM / DexCom, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
KMB / Kimberly-Clark Corporation
ROL / Rollins, Inc.
ETR / Entergy Corporation
ESPR / Esperion Therapeutics, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
CME / CME Group Inc.
VMC / Vulcan Materials Company
EMBC / Embecta Corp.
TMO / Thermo Fisher Scientific Inc.
TXT / Textron Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
ATO / Atmos Energy Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
WBD / Warner Bros. Discovery, Inc.
BHF / Brighthouse Financial, Inc.
AME / AMETEK, Inc.
PDM / Piedmont Realty Trust, Inc.
DTE / DTE Energy Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SJM / The J. M. Smucker Company
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
IGE / iShares Trust - iShares North American Natural Resources ETF
IBIT / iShares Bitcoin Trust ETF
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
UFPI / UFP Industries, Inc.
FLO / Flowers Foods, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
VPU / Vanguard World Fund - Vanguard Utilities ETF
CMCSA / Comcast Corporation
DD / DuPont de Nemours, Inc.
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
EWA / iShares, Inc. - iShares MSCI Australia ETF
ASIX / AdvanSix Inc.
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
LOB / Live Oak Bancshares, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
IEX / IDEX Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
ODFL / Old Dominion Freight Line, Inc.
CHEF / The Chefs' Warehouse, Inc.
SPGI / S&P Global Inc.
OTIS / Otis Worldwide Corporation
IDXX / IDEXX Laboratories, Inc.
ADBE / Adobe Inc.
BKNG / Booking Holdings Inc.
WMB / The Williams Companies, Inc.
TTD / The Trade Desk, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
DHR / Danaher Corporation
F / Ford Motor Company
NEE / NextEra Energy, Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
PWR / Quanta Services, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
XME / SPDR Series Trust - State Street SPDR S&P Metals & Mining ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
NVT / nVent Electric plc
VLTO / Veralto Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
VYX / NCR Voyix Corporation
MDB / MongoDB, Inc.
WEN / The Wendy's Company
FNF / Fidelity National Financial, Inc.
YUMC / Yum China Holdings, Inc.
CC / The Chemours Company
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ETN / Eaton Corporation plc
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
ALB / Albemarle Corporation
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
CAH / Cardinal Health, Inc.
XONE / BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
BIPC / Brookfield Infrastructure Corporation
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
AKBA / Akebia Therapeutics, Inc.
MRNA / Moderna, Inc.
TTEK / Tetra Tech, Inc.
SCVL / Shoe Carnival, Inc.
FVRR / Fiverr International Ltd.
LYB / LyondellBasell Industries N.V.
PEO / Adams Natural Resources Fund, Inc.
WCN / Waste Connections, Inc.
SEG.RT / Seaport Entertainment Group Inc.
MTRN / Materion Corporation
CCOI / Cogent Communications Holdings, Inc.
ENTG / Entegris, Inc.
AOS / A. O. Smith Corporation
MUI / BlackRock Municipal Income Fund, Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
BBN / BlackRock Taxable Municipal Bond Trust
XRAY / DENTSPLY SIRONA Inc.
PCAR / PACCAR Inc
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
DBX / Dropbox, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
XT / iShares Trust - iShares Future Exponential Technologies ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
RPM / RPM International Inc.
PSQH / PSQ Holdings, Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
CGNX / Cognex Corporation
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
CDNS / Cadence Design Systems, Inc.
CNR / Canadian National Railway Company
DLTR / Dollar Tree, Inc.
SIRI / Sirius XM Holdings Inc.
WEC / WEC Energy Group, Inc.
C.WSA / Citigroup, Inc.
FTS / Fortis Inc.
TEL / TE Connectivity plc
LRCX / Lam Research Corporation
ATRI / Atrion Corporation
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
GRAL / GRAIL, Inc.
CNS / Cohen & Steers, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
CRWD / CrowdStrike Holdings, Inc.
PEP / PepsiCo, Inc.
ANET / Arista Networks, Inc.
NVDA / NVIDIA Corporation
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
GS / The Goldman Sachs Group, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MA / Mastercard Incorporated
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
KHC / The Kraft Heinz Company
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
NOG / Northern Oil and Gas, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SO / The Southern Company
ICLN / iShares Trust - iShares Global Clean Energy ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
CHRD / Chord Energy Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
ITW / Illinois Tool Works Inc.
BFS / Saul Centers, Inc.
JWN / Nordstrom, Inc.
UTG / Reaves Utility Income Fund
GPC / Genuine Parts Company
PINS / Pinterest, Inc.
IBIB / iShares Trust - iShares iBonds Oct 2025 Term TIPS ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
JNJ / Johnson & Johnson
PLUG / Plug Power Inc.
XOM / Exxon Mobil Corporation
LOW / Lowe's Companies, Inc.
AMGN / Amgen Inc.
CTVA / Corteva, Inc.
BRK.A / Berkshire Hathaway Inc.
DAL / Delta Air Lines, Inc.
T / AT&T Inc.
PLTR / Palantir Technologies Inc.
D / Dominion Energy, Inc.
KO / The Coca-Cola Company
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
EQT / EQT Corporation
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
BA / The Boeing Company
ALLY / Ally Financial Inc.
MMM / 3M Company
GE / General Electric Company
ABT / Abbott Laboratories
TSCO / Tractor Supply Company
UNP / Union Pacific Corporation
AMAT / Applied Materials, Inc.
CTAS / Cintas Corporation
CHD / Church & Dwight Co., Inc.
CEG / Constellation Energy Corporation
GIS / General Mills, Inc.
BAC / Bank of America Corporation
GM / General Motors Company
ROK / Rockwell Automation, Inc.
CARR / Carrier Global Corporation
EA / Electronic Arts Inc.
RACE / Ferrari N.V.
PYPL / PayPal Holdings, Inc.
UPS / United Parcel Service, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
RF / Regions Financial Corporation
AXP / American Express Company
EMN / Eastman Chemical Company
INTU / Intuit Inc.
ADI / Analog Devices, Inc.
AZNDF / AstraZeneca Plc
URI / United Rentals, Inc.
SIRI / Sirius XM Holdings Inc.
ACN / Accenture plc
BMY / Bristol-Myers Squibb Company
PM / Philip Morris International Inc.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
ALLE / Allegion plc
PH / Parker-Hannifin Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VRTX / Vertex Pharmaceuticals Incorporated
PGR / The Progressive Corporation
UA / Under Armour, Inc.
PTON / Peloton Interactive, Inc.
ENSG / The Ensign Group, Inc.
TTWO / Take-Two Interactive Software, Inc.
NLOP / Net Lease Office Properties
DOV / Dover Corporation
ROST / Ross Stores, Inc.
GLW / Corning Incorporated
IOO / iShares Trust - iShares Global 100 ETF
TGT / Target Corporation
SCHW / The Charles Schwab Corporation
RCL / Royal Caribbean Cruises Ltd.
SYK / Stryker Corporation
VIAV / Viavi Solutions Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
HCA / HCA Healthcare, Inc.
HSIC / Henry Schein, Inc.
TEL / TE Connectivity plc
LULU / lululemon athletica inc.
TFC / Truist Financial Corporation
RSG / Republic Services, Inc.
AMT / American Tower Corporation
SNPS / Synopsys, Inc.
BWXT / BWX Technologies, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BXMT / Blackstone Mortgage Trust, Inc.
MBB / iShares Trust - iShares MBS ETF
DKS / DICK'S Sporting Goods, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
PRK / Park National Corporation
SHOP / Shopify Inc.
LDOS / Leidos Holdings, Inc.
HSY / The Hershey Company
FANG / Diamondback Energy, Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
AMTM / Amentum Holdings, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
WING / Wingstop Inc.
LNC / Lincoln National Corporation
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
LMAT / LeMaitre Vascular, Inc.
WSO / Watsco, Inc.
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
FHN / First Horizon Corporation
AIZ / Assurant, Inc.
RIVN / Rivian Automotive, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
PNC / The PNC Financial Services Group, Inc.
BR / Broadridge Financial Solutions, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
IYM / iShares Trust - iShares U.S. Basic Materials ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
J / Jacobs Solutions Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
EFV / iShares Trust - iShares MSCI EAFE Value ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
SAVA / Cassava Sciences, Inc.
AZO / AutoZone, Inc.
CBSH / Commerce Bancshares, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
RIGL / Rigel Pharmaceuticals, Inc.
PENN / PENN Entertainment, Inc.
LAZ / Lazard, Inc.
CAVA / CAVA Group, Inc.
UNM / Unum Group
KRC / Kilroy Realty Corporation
BAC.PRL / Bank of America Corporation - Preferred Stock
QRVO / Qorvo, Inc.
CVS / CVS Health Corporation
ICF / iShares Trust - iShares Select U.S. REIT ETF
CF / CF Industries Holdings, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
FBNC / First Bancorp
SAR / Saratoga Investment Corp.
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
TOWN / TowneBank
NATL / NCR Atleos Corporation
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
EQIX / Equinix, Inc.
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
BX / Blackstone Inc.
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
CRAI / CRA International, Inc.
CMBS / iShares Trust - iShares CMBS ETF
LMT / Lockheed Martin Corporation
SNA / Snap-on Incorporated
MS / Morgan Stanley
AVGO / Broadcom Inc.
IP / International Paper Company
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
DFS / Discover Financial Services
OXY / Occidental Petroleum Corporation
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
FND / Floor & Decor Holdings, Inc.
SXI / Standex International Corporation
IXP / iShares Trust - iShares Global Comm Services ETF
EIX / Edison International
DDOG / Datadog, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
MO / Altria Group, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BK / The Bank of New York Mellon Corporation
SLDP / Solid Power, Inc.
COF / Capital One Financial Corporation
DIS / The Walt Disney Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
HPE / Hewlett Packard Enterprise Company
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
MAR / Marriott International, Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
BDX / Becton, Dickinson and Company
MSI / Motorola Solutions, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
YUM / Yum! Brands, Inc.
NI / NiSource Inc.
KNSL / Kinsale Capital Group, Inc.
FE / FirstEnergy Corp.
DELL / Dell Technologies Inc.
GOLD / Gold.com, Inc.
APP / AppLovin Corporation
OLED / Universal Display Corporation
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
HD / The Home Depot, Inc.
REZI / Resideo Technologies, Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
SYY / Sysco Corporation
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
QDEF / FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
C / Citigroup Inc.
IDU / iShares Trust - iShares U.S. Utilities ETF
SRE / Sempra
STX / Seagate Technology Holdings plc
BRCC / BRC Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CCEP / Coca-Cola Europacific Partners PLC
NDAQ / Nasdaq, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
PIPR / Piper Sandler Companies
GILD / Gilead Sciences, Inc.
TWLO / Twilio Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
MELI / MercadoLibre, Inc.
UAA / Under Armour, Inc.
COP / ConocoPhillips
COR / Cencora, Inc.
IAU / iShares Gold Trust
LMND / Lemonade, Inc.
FTXP / Foothills Exploration, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
GD / General Dynamics Corporation
PG / The Procter & Gamble Company
SSB / SouthState Bank Corporation
O / Realty Income Corporation
VERSX / Vanguard Emerging Markets Stock Index Fund
CHKP / Check Point Software Technologies Ltd.
AMZN / Amazon.com, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
FDUS / Fidus Investment Corporation
WGHTQ / WW International, Inc.
IBM / International Business Machines Corporation
XEL / Xcel Energy Inc.
BCX / Blackrock Resources & Commodities Strategy Trust
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
VLO / Valero Energy Corporation
DOW / Dow Inc.
FUBO / FuboTV Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ROP / Roper Technologies, Inc.
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
CCL / Carnival Corporation Ltd.
SKT / Tanger Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
GGG / Graco Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
IONS / Ionis Pharmaceuticals, Inc.
IQV / IQVIA Holdings Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
UMH / UMH Properties, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
QQQ / Invesco QQQ Trust, Series 1
TREX / Trex Company, Inc.
INTC / Intel Corporation
ZBRA / Zebra Technologies Corporation
SLB / SLB N.V.
NXRT / NexPoint Residential Trust, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
WDFC / WD-40 Company
MDLZ / Mondelez International, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SPY / State Street SPDR S&P 500 ETF Trust
SOLV / Solventum Corporation
SLV / iShares Silver Trust
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
GTX / Garrett Motion Inc.
EXEL / Exelixis, Inc.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
ARES / Ares Management Corporation
META / Meta Platforms, Inc.
ENFFF / Enbridge Inc. - Preferred Security
LIN / Linde plc
CCI / Crown Castle Inc.
SAVEQ / Spirit Airlines, Inc.
FITB / Fifth Third Bancorp
SBUX / Starbucks Corporation
ARCC / Ares Capital Corporation
IYR / iShares Trust - iShares U.S. Real Estate ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
ALSN / Allison Transmission Holdings, Inc.
IYG / iShares Trust - iShares U.S. Financial Services ETF
EW / Edwards Lifesciences Corporation
ECL / Ecolab Inc.
MGM / MGM Resorts International
EPIX / ESSA Pharma Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
CHTR / Charter Communications, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
RY / Royal Bank of Canada
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
NFG / National Fuel Gas Company
IVE / iShares Trust - iShares S&P 500 Value ETF
AMR / Alpha Metallurgical Resources, Inc.
KR / The Kroger Co.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
NFLX / Netflix, Inc.
EXC / Exelon Corporation
AJG / Arthur J. Gallagher & Co.
CVX / Chevron Corporation
CL / Colgate-Palmolive Company
HON / Honeywell International Inc.
COST / Costco Wholesale Corporation
DE / Deere & Company
HWM / Howmet Aerospace Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
MMT / MFS Multimarket Income Trust
QCOM / QUALCOMM Incorporated
ELV / Elevance Health, Inc.
APO / Apollo Global Management, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
CIWV / Citizens Financial Corp.
ULTA / Ulta Beauty, Inc.
FSLR / First Solar, Inc.
HAS / Hasbro, Inc.
APD / Air Products and Chemicals, Inc.
FCX / Freeport-McMoRan Inc.
UNH / UnitedHealth Group Incorporated
ALC / Alcon Inc.
SBAC / SBA Communications Corporation
MPC / Marathon Petroleum Corporation
AAL / American Airlines Group Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
APH / Amphenol Corporation
PLD / Prologis, Inc.
MAT / Mattel, Inc.
ILMN / Illumina, Inc.