Market Value1,213,715,596
Total Holdings446
File Date2025-08-14
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)
NRG / NRG Energy, Inc.
IYY / iShares Trust - iShares Dow Jones U.S. ETF
SLV / iShares Silver Trust
WELL / Welltower Inc.
GNRC / Generac Holdings Inc.
LLY / Eli Lilly and Company
BA / The Boeing Company
LGFB / Lions Gate Entertainment Corp. - Class B
COR / Cencora, Inc.
NSC / Norfolk Southern Corporation
DXCM / DexCom, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
COM / Direxion Shares ETF Trust - Direxion Auspice Broad Commodity Strategy ETF
KKR / KKR & Co. Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
CTAS / Cintas Corporation
XRX / Xerox Holdings Corporation
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
PAYX / Paychex, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
SLNH / Soluna Holdings, Inc.
AWK / American Water Works Company, Inc.
XEL / Xcel Energy Inc.
IAU / iShares Gold Trust
RHI / Robert Half Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
EME / EMCOR Group, Inc.
AMD / Advanced Micro Devices, Inc.
KVUE / Kenvue Inc.
MET / MetLife, Inc.
VZ / Verizon Communications Inc.
GOOG / Alphabet Inc.
OKTA / Okta, Inc.
COP / ConocoPhillips
ITW / Illinois Tool Works Inc.
AAPL / Apple Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SBUX / Starbucks Corporation
SPGI / S&P Global Inc.
IBM / International Business Machines Corporation
UPST / Upstart Holdings, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PANW / Palo Alto Networks, Inc.
LZ / LegalZoom.com, Inc.
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
WRB / W. R. Berkley Corporation
DIS / The Walt Disney Company
CARR / Carrier Global Corporation
STE / STERIS plc
APH / Amphenol Corporation
GIS / General Mills, Inc.
ALLO / Allogene Therapeutics, Inc.
MAR / Marriott International, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF
TDG / TransDigm Group Incorporated
IRM / Iron Mountain Incorporated
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X ETF
V / Visa Inc.
PGR / The Progressive Corporation
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
LION / Lionsgate Studios Corp.
DD / DuPont de Nemours, Inc.
LHX / L3Harris Technologies, Inc.
MO / Altria Group, Inc.
PEG / Public Service Enterprise Group Incorporated
TMC / TMC the metals company Inc.
TSCO / Tractor Supply Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
RBRK / Rubrik, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
EQIX / Equinix, Inc.
MU / Micron Technology, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HDV / iShares Trust - iShares Core High Dividend ETF
TRI / Thomson Reuters Corporation
PLTR / Palantir Technologies Inc.
ADBE / Adobe Inc.
ABT / Abbott Laboratories
MDT / Medtronic plc
F / Ford Motor Company
INTC / Intel Corporation
CSCO / Cisco Systems, Inc.
QCOM / QUALCOMM Incorporated
GOOGL / Alphabet Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
AWI / Armstrong World Industries, Inc.
NBIS / Nebius Group N.V.
OEF / iShares Trust - iShares S&P 100 ETF Put
WEC / WEC Energy Group, Inc.
LRCX / Lam Research Corporation
B / Barrick Mining Corporation
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
EG / Everest Group, Ltd.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
UBER / Uber Technologies, Inc.
TSLA / Tesla, Inc.
DE / Deere & Company
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
COMP / Compass, Inc.
MPC / Marathon Petroleum Corporation
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
EMR / Emerson Electric Co.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BLK / BlackRock, Inc.
AXP / American Express Company
TIP / iShares Trust - iShares TIPS Bond ETF
SHLS / Shoals Technologies Group, Inc.
NKTR / Nektar Therapeutics
PATH / UiPath, Inc.
GEV / GE Vernova Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
AU / AngloGold Ashanti plc
TJX / The TJX Companies, Inc.
TT / Trane Technologies plc
VRT / Vertiv Holdings Co
NEE / NextEra Energy, Inc.
WTRG / Essential Utilities, Inc.
CRM / Salesforce, Inc.
JKHY / Jack Henry & Associates, Inc.
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
SPY / State Street SPDR S&P 500 ETF Trust
SPY / State Street SPDR S&P 500 ETF Trust Put
AMP / Ameriprise Financial, Inc.
MS / Morgan Stanley
PSTG / Everpure, Inc.
CTVA / Corteva, Inc.
AEM / Agnico Eagle Mines Limited
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
GILD / Gilead Sciences, Inc.
PFE / Pfizer Inc.
BHVN / Biohaven Ltd.
YUM / Yum! Brands, Inc.
TER / Teradyne, Inc.
BAR / GraniteShares Gold Trust
WSO / Watsco, Inc.
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
DKNG / DraftKings Inc.
FAST / Fastenal Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
PWR / Quanta Services, Inc.
MSI / Motorola Solutions, Inc.
WFC / Wells Fargo & Company
COUR / Coursera, Inc.
YUMC / Yum China Holdings, Inc.
LDOS / Leidos Holdings, Inc.
SPGM / SPDR Index Shares Funds - State Street SPDR Portfolio MSCI Global Stock Market ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
HALO / Halozyme Therapeutics, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
OEF / iShares Trust - iShares S&P 100 ETF Put
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
WMT / Walmart Inc.
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
DVN / Devon Energy Corporation
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
SSRM / SSR Mining Inc.
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
QLGN / Qualigen Therapeutics, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
DOW / Dow Inc.
BITO / ProShares Trust - ProShares Bitcoin ETF
DFS / Discover Financial Services
ARRY / Array Technologies, Inc.
WGHTQ / WW International, Inc.
FETH / Fidelity Ethereum Fund
GTLB / GitLab Inc.
LMT / Lockheed Martin Corporation
PRTA / Prothena Corporation plc
COIN / Coinbase Global, Inc.
PRU / Prudential Financial, Inc.
LGFA / Lions Gate Entertainment Corp. - Class A
CAT / Caterpillar Inc.
STRZ / Starz Entertainment Corp.
LPLA / LPL Financial Holdings Inc.
WWD / Woodward, Inc.
ULTY / Tidal Trust II - YieldMax Ultra Option Income Strategy ETF
KOPN / Kopin Corporation
ROP / Roper Technologies, Inc.
EVLV / Evolv Technologies Holdings, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BSL / Blackstone Senior Floating Rate 2027 Term Fund
RDFN / Redfin Corporation
HAS / Hasbro, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TRGP / Targa Resources Corp.
UNP / Union Pacific Corporation
BX / Blackstone Inc.
BAC / Bank of America Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
EQX / Equinox Gold Corp.
JPM / JPMorgan Chase & Co.
ZTS / Zoetis Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
CAH / Cardinal Health, Inc.
ROAD / Construction Partners, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
INCY / Incyte Corporation
ERIE / Erie Indemnity Company
DUK / Duke Energy Corporation
CCL / Carnival Corporation Ltd.
CI / The Cigna Group
GLOW / Victory Portfolios II - VictoryShares WestEnd Global Equity ETF
TMO / Thermo Fisher Scientific Inc.
COF / Capital One Financial Corporation
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
PM / Philip Morris International Inc.
SHW / The Sherwin-Williams Company
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
ED / Consolidated Edison, Inc.
ELV / Elevance Health, Inc.
MPWR / Monolithic Power Systems, Inc.
NNOX / Nano-X Imaging Ltd.
SMTH / ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF
IBIT / iShares Bitcoin Trust ETF
HEI / HEICO Corporation
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
URI / United Rentals, Inc.
CB / Chubb Limited
APO / Apollo Global Management, Inc.
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
ARIS / Aris Water Solutions, Inc.
GSC / Goldman Sachs ETF Trust - Goldman Sachs Small Cap Equity ETF
IGHG / ProShares Trust - ProShares Investment Grade - Interest Rate Hedged
HLMN / Hillman Solutions Corp.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
QQQ / Invesco QQQ Trust, Series 1
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
HYEM / VanEck ETF Trust - VanEck Emerging Markets High Yield Bond ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
K / Kellanova
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
EOG / EOG Resources, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SPRY / ARS Pharmaceuticals, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ACN / Accenture plc
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
LOW / Lowe's Companies, Inc.
TV / Grupo Televisa, S.A.B. - Depositary Receipt (Common Stock)
AMAT / Applied Materials, Inc.
DNUT / Krispy Kreme, Inc.
TRV / The Travelers Companies, Inc.
CRWD / CrowdStrike Holdings, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
UYG / ProShares Trust - ProShares Ultra Financials
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
HIG / The Hartford Insurance Group, Inc.
ALL / The Allstate Corporation
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
EWJ / iShares, Inc. - iShares MSCI Japan ETF
PYPL / PayPal Holdings, Inc.
ET / Energy Transfer LP - Limited Partnership
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
MDLZ / Mondelez International, Inc.
MKC / McCormick & Company, Incorporated
KMB / Kimberly-Clark Corporation
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
BRK.A / Berkshire Hathaway Inc.
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
BDX / Becton, Dickinson and Company
ANNX / Annexon, Inc.
RLY / SPDR Series Trust - State Street Multi-Asset Real Return ETF
CG / The Carlyle Group Inc.
WCC / WESCO International, Inc.
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
NFLX / Netflix, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SOLV / Solventum Corporation
GLD / SPDR Gold Shares
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
TMUS / T-Mobile US, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
BR / Broadridge Financial Solutions, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
J / Jacobs Solutions Inc.
GEN / Gen Digital Inc.
GE / General Electric Company
IWD / iShares Trust - iShares Russell 1000 Value ETF
MRSH / Marsh & McLennan Companies, Inc.
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
LUMN / Lumen Technologies, Inc.
LST / Managed Portfolio Series - Leuthold Select Industries ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
MRVL / Marvell Technology, Inc.
XSD / SPDR Series Trust - State Street SPDR S&P Semiconductor ETF
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
DEI / Douglas Emmett, Inc.
HPP / Hudson Pacific Properties, Inc.
LONZ / PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund
OI / O-I Glass, Inc.
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
LH / Labcorp Holdings Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
LIN / Linde plc
BMY / Bristol-Myers Squibb Company
SO / The Southern Company
RVT / Royce Small-Cap Trust, Inc.
PODD / Insulet Corporation
TXN / Texas Instruments Incorporated
BSX / Boston Scientific Corporation
UPS / United Parcel Service, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
T / AT&T Inc.
ROK / Rockwell Automation, Inc.
PEP / PepsiCo, Inc.
AMGN / Amgen Inc.
SHOP / Shopify Inc.
ABBV / AbbVie Inc.
AMTM / Amentum Holdings, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ENB / Enbridge Inc.
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
POOL / Pool Corporation
RCMT / RCM Technologies, Inc.
INTU / Intuit Inc.
FDX / FedEx Corporation
MA / Mastercard Incorporated
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
META / Meta Platforms, Inc.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CSX / CSX Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
HAL / Halliburton Company
MODL / Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
ETN / Eaton Corporation plc
SKLZ / Skillz Inc.
IYM / iShares Trust - iShares U.S. Basic Materials ETF
ZS / Zscaler, Inc.
AGI / Alamos Gold Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
USB / U.S. Bancorp
AFL / Aflac Incorporated
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
ORCL / Oracle Corporation
ADP / Automatic Data Processing, Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
ARES / Ares Management Corporation
HLI / Houlihan Lokey, Inc.
CL / Colgate-Palmolive Company
IVW / iShares Trust - iShares S&P 500 Growth ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
MSFT / Microsoft Corporation
PLD / Prologis, Inc.
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
IEUR / iShares Trust - iShares Core MSCI Europe ETF
STX / Seagate Technology Holdings plc
CMCSA / Comcast Corporation
NDAQ / Nasdaq, Inc.
WM / Waste Management, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
IP / International Paper Company
APP / AppLovin Corporation
DHR / Danaher Corporation
OKLO / Oklo Inc.
RBLX / Roblox Corporation
RTX / RTX Corporation
RSG / Republic Services, Inc.
AJG / Arthur J. Gallagher & Co.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
URGN / UroGen Pharma Ltd.
ETHE / Grayscale Ethereum Staking ETF
JNJ / Johnson & Johnson
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
FCX / Freeport-McMoRan Inc.
RITM / Rithm Capital Corp.
ABNB / Airbnb, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
IYW / iShares Trust - iShares U.S. Technology ETF
PH / Parker-Hannifin Corporation
HD / The Home Depot, Inc.
CARY / Angel Oak Funds Trust - Angel Oak Income ETF
DNA / Ginkgo Bioworks Holdings, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
ALNY / Alnylam Pharmaceuticals, Inc.
ATO / Atmos Energy Corporation
COST / Costco Wholesale Corporation
MYI / BlackRock MuniYield Quality Fund III, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
GS / The Goldman Sachs Group, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
AWP / abrdn Global Premier Properties Fund
EEMA / iShares, Inc. - iShares MSCI Emerging Markets Asia ETF
GLW / Corning Incorporated
IVV / iShares Trust - iShares Core S&P 500 ETF
AUID / authID Inc.
NKE / NIKE, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IWB / iShares Trust - iShares Russell 1000 ETF
HON / Honeywell International Inc.
C / Citigroup Inc.
GD / General Dynamics Corporation
FELG / Fidelity Covington Trust - Fidelity Enhanced Large Cap Growth ETF
JFR / Nuveen Floating Rate Income Fund
SNA / Snap-on Incorporated
CR / Crane Company
CVX / Chevron Corporation
PSX / Phillips 66
CVS / CVS Health Corporation
BCDF / Listed Funds Trust - Horizon Kinetics Blockchain Development ETF
WDAY / Workday, Inc.
MRK / Merck & Co., Inc.
CASY / Casey's General Stores, Inc.
ISRG / Intuitive Surgical, Inc.
NFG / National Fuel Gas Company
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IWM / iShares Trust - iShares Russell 2000 ETF
SYK / Stryker Corporation
BGB / Blackstone Strategic Credit 2027 Term Fund
BRK.B / Berkshire Hathaway Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
UNH / UnitedHealth Group Incorporated
IBB / iShares Trust - iShares Biotechnology ETF
MMM / 3M Company
AMZN / Amazon.com, Inc.
AVGO / Broadcom Inc.
KLAC / KLA Corporation
ES / Eversource Energy
IYJ / iShares Trust - iShares U.S. Industrials ETF
KO / The Coca-Cola Company
CAPR / Capricor Therapeutics, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
FDS / FactSet Research Systems Inc.
MCD / McDonald's Corporation
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
XOM / Exxon Mobil Corporation
LQDH / iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF
JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF
INGR / Ingredion Incorporated
CNTA / Centessa Pharmaceuticals plc - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
CSL / Carlisle Companies Incorporated
XSW / SPDR Series Trust - State Street SPDR S&P Software & Services ETF