Market Value6,975,373,841
Total Holdings865
File Date2026-02-02
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)
DASH / DoorDash, Inc.
HALO / Halozyme Therapeutics, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
PLTR / Palantir Technologies Inc.
GEHC / GE HealthCare Technologies Inc.
ABT / Abbott Laboratories
IXN / iShares Trust - iShares Global Tech ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
T / AT&T Inc.
IBIT / iShares Bitcoin Trust ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IAK / iShares Trust - iShares U.S. Insurance ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
V / Visa Inc.
GILD / Gilead Sciences, Inc.
SPG / Simon Property Group, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
EXE / Expand Energy Corporation
IYM / iShares Trust - iShares U.S. Basic Materials ETF
CVX / Chevron Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
UPS / United Parcel Service, Inc.
AEM / Agnico Eagle Mines Limited
HCA / HCA Healthcare, Inc.
URBN / Urban Outfitters, Inc.
BOX / Box, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
MCK / McKesson Corporation
CMI / Cummins Inc.
AFK / VanEck ETF Trust - VanEck Africa Index ETF
VOYA / Voya Financial, Inc.
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
APTV / Aptiv PLC
INTC / Intel Corporation
DD / DuPont de Nemours, Inc.
XYL / Xylem Inc.
WFC / Wells Fargo & Company
IDV / iShares Trust - iShares International Select Dividend ETF
IBM / International Business Machines Corporation
IEUR / iShares Trust - iShares Core MSCI Europe ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SOFI / SoFi Technologies, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
PAYX / Paychex, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
ABNB / Airbnb, Inc.
LULU / lululemon athletica inc.
OEF / iShares Trust - iShares S&P 100 ETF
CSCO / Cisco Systems, Inc.
JPM / JPMorgan Chase & Co.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
DECK / Deckers Outdoor Corporation
PCSA / Processa Pharmaceuticals, Inc.
TAPR / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr To April 2027
VHT / Vanguard World Fund - Vanguard Health Care ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
AHR / American Healthcare REIT, Inc.
AGNC / AGNC Investment Corp.
TIP / iShares Trust - iShares TIPS Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
GM / General Motors Company
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
EBAY / eBay Inc.
DIS / The Walt Disney Company
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
VRSN / VeriSign, Inc.
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
PYPL / PayPal Holdings, Inc.
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
PZT / Invesco Exchange-Traded Fund Trust II - Invesco New York AMT-Free Municipal Bond ETF
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
CPA / Copa Holdings, S.A.
DOW / Dow Inc.
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
RAAX / VanEck Vectors ETF Trust - VanEck Real Assets ETF
WAB / Westinghouse Air Brake Technologies Corporation
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
AWK / American Water Works Company, Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
SNDK / Sandisk Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
NVR / NVR, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IR / Ingersoll Rand Inc.
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BGY / BlackRock Enhanced International Dividend Trust
FCAL / First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF
ABBV / AbbVie Inc.
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
EXLS / ExlService Holdings, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
LOGI / Logitech International S.A.
IRM / Iron Mountain Incorporated
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
MET / MetLife, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
CMCSA / Comcast Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
LW / Lamb Weston Holdings, Inc.
RY / Royal Bank of Canada
DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
AXS / AXIS Capital Holdings Limited
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
IBB / iShares Trust - iShares Biotechnology ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
PSF / Cohen & Steers Select Preferred and Income Fund, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
MFA / MFA Financial, Inc.
HSY / The Hershey Company
SOXX / iShares Trust - iShares Semiconductor ETF
GEME / The 2023 ETF Series Trust - Pacific NoS Global EM Equity Active ETF
AMZN / Amazon.com, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
CSGP / CoStar Group, Inc.
PM / Philip Morris International Inc.
QLD / ProShares Trust - ProShares Ultra QQQ
NUGT / Direxion Shares ETF Trust - Direxion Daily Gold Miners Index Bull 2X ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
MSGS / Madison Square Garden Sports Corp.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
IQV / IQVIA Holdings Inc.
FEZ / SPDR Index Shares Funds - State Street SPDR EURO STOXX 50 ETF
IDXX / IDEXX Laboratories, Inc.
JPLD / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
CMF / iShares Trust - iShares California Muni Bond ETF
SSNT / SilverSun Technologies, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
NET / Cloudflare, Inc.
NBIS / Nebius Group N.V.
DDLS / WisdomTree Trust - WisdomTree Dynamic International SmallCap Equity Fund
CW / Curtiss-Wright Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
CB / Chubb Limited
VRTX / Vertex Pharmaceuticals Incorporated
POST / Post Holdings, Inc.
CATF / American Century ETF Trust - American Century California Municipal Bond ETF
DHI / D.R. Horton, Inc.
IWX / iShares Trust - iShares Russell Top 200 Value ETF
MDLZ / Mondelez International, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CSL / Carlisle Companies Incorporated
NKE / NIKE, Inc.
LYFT / Lyft, Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
STZ / Constellation Brands, Inc.
GMNY / Goldman Sachs ETF Trust - Goldman Sachs Dynamic New York Municipal Income ETF
VEGN / ETF Series Solutions - US Vegan Climate ETF
MRSH / Marsh & McLennan Companies, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
LGLV / SPDR Series Trust - State Street SPDR US Large Cap Low Volatility Index ETF
GCAL / Goldman Sachs ETF Trust - Goldman Sachs Dynamic California Municipal Income ETF
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PRK / Park National Corporation
DDFN / Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - November
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
CALI / BlackRock ETF Trust II - iShares Short-Term California Muni Active ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
MU / Micron Technology, Inc.
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
BRK.B / Berkshire Hathaway Inc.
PLD / Prologis, Inc.
TTRX / Turn Therapeutics Inc.
Q / Qnity Electronics, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
NVDA / NVIDIA Corporation
OWL / Blue Owl Capital Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
EEMX / SPDR Index Shares Funds - State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
OKTA / Okta, Inc.
BATR.K / Atlanta Braves Holdings, Inc.
AGAE / All In FutureTech Alliance Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
GLOF / iShares Trust - iShares Global Equity Factor ETF
FNV / Franco-Nevada Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
XOM / Exxon Mobil Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
MRK / Merck & Co., Inc.
SLB / SLB N.V.
NEE / NextEra Energy, Inc.
RPM / RPM International Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
WMT / Walmart Inc.
MDGL / Madrigal Pharmaceuticals, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
EMR / Emerson Electric Co.
IEV / iShares Trust - iShares Europe ETF
CAVA / CAVA Group, Inc.
NFLX / Netflix, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
STX / Seagate Technology Holdings plc
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
COIN / Coinbase Global, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
GEV / GE Vernova Inc.
BKNG / Booking Holdings Inc.
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
TEL / TE Connectivity plc
TDG / TransDigm Group Incorporated
META / Meta Platforms, Inc.
FAST / Fastenal Company
MCHB / Mechanics Bancorp
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
SJM / The J. M. Smucker Company
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
IWB / iShares Trust - iShares Russell 1000 ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IYR / iShares Trust - iShares U.S. Real Estate ETF
SNAP / Snap Inc.
HPE / Hewlett Packard Enterprise Company
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
ADBE / Adobe Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
PNR / Pentair plc
CEG / Constellation Energy Corporation
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
RMD / ResMed Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
CP / Canadian Pacific Kansas City Limited
MCO / Moody's Corporation
AMAT / Applied Materials, Inc.
PANW / Palo Alto Networks, Inc.
JHG / Janus Henderson Group plc
NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
WIT / Wipro Limited - Depositary Receipt (Common Stock)
FOXA / Fox Corporation
FIX / Comfort Systems USA, Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
MP / MP Materials Corp.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
NVT / nVent Electric plc
PMBS / PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
ROKU / Roku, Inc.
RTX / RTX Corporation
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SYY / Sysco Corporation
KRG / Kite Realty Group Trust
CHTR / Charter Communications, Inc.
WELL / Welltower Inc.
BLD / TopBuild Corp.
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
VTEC / Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF
SO / The Southern Company
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
PSA / Public Storage
PSLV / Sprott Physical Silver Trust
SLV / iShares Silver Trust
AYI / Acuity Inc.
ALT / Altimmune, Inc.
TT / Trane Technologies plc
META / Meta Platforms, Inc. Call
DDFS / Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - September
BN / Brookfield Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
NATL / NCR Atleos Corporation
WYNN / Wynn Resorts, Limited
LMT / Lockheed Martin Corporation
MSGE / Madison Square Garden Entertainment Corp.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
DVY / iShares Trust - iShares Select Dividend ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IFEB / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - February
GFLW / Victory Portfolios II - Victoryshares Free Cash Flow Growth ETF
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
RSG / Republic Services, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
INVESCO QQQ TR / PUT Put (46090E953)
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ALL / The Allstate Corporation
FIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
AWF / AllianceBernstein Global High Income Fund
NAK / Northern Dynasty Minerals Ltd.
NUE / Nucor Corporation
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
TXN / Texas Instruments Incorporated
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
UPST / Upstart Holdings, Inc.
LC / LendingClub Corporation
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
EDAP / EDAP TMS S.A. - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
MANU / Manchester United plc
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ZMAR / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr March
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
CTA / Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF
RKT / Rocket Companies, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
CPRT / Copart, Inc.
MTN / Vail Resorts, Inc.
ZBRA / Zebra Technologies Corporation
MOS / The Mosaic Company
BLDR / Builders FirstSource, Inc.
PLUG / Plug Power Inc.
XPP / ProShares Trust - ProShares Ultra FTSE China 50
BTSG / BrightSpring Health Services, Inc.
NSTS / NSTS Bancorp, Inc.
NDAQ / Nasdaq, Inc.
ARCC / Ares Capital Corporation
EWA / iShares, Inc. - iShares MSCI Australia ETF
GDLC / Grayscale CoinDesk Crypto 5 ETF
LLYVK / Liberty Live Holdings, Inc.
HBAN / Huntington Bancshares Incorporated
AJG / Arthur J. Gallagher & Co.
DEO / Diageo plc - Depositary Receipt (Common Stock)
UAMY / United States Antimony Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
PFLT / PennantPark Floating Rate Capital Ltd.
AXON / Axon Enterprise, Inc.
ZIM / ZIM Integrated Shipping Services Ltd.
EQH / Equitable Holdings, Inc.
MCD / McDonald's Corporation
KIM / Kimco Realty Corporation
PAYC / Paycom Software, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
CCI / Crown Castle Inc.
OKLO / Oklo Inc.
BITF / Bitfarms Ltd.
VRT / Vertiv Holdings Co
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
GIS / General Mills, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
GE / General Electric Company
CHKP / Check Point Software Technologies Ltd.
TMO / Thermo Fisher Scientific Inc.
CRM / Salesforce, Inc.
SPGI / S&P Global Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
RNR / RenaissanceRe Holdings Ltd.
RGLD / Royal Gold, Inc.
EVRG / Evergy, Inc.
AVBH / Avidbank Holdings, Inc.
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
WFHY / WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
MTG / MGIC Investment Corporation
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
TOST / Toast, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
FTCB / First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
DKNG / DraftKings Inc.
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
BPRE / Bluerock Private Real Estate Fund
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
NXST / Nexstar Media Group, Inc.
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
EDIV / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Dividend ETF
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
A / Agilent Technologies, Inc.
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
CLX / The Clorox Company
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
WEN / The Wendy's Company
QQQ / Invesco QQQ Trust, Series 1
FSM / Fortuna Mining Corp.
PGR / The Progressive Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
ETN / Eaton Corporation plc
TGNA / TEGNA Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
FFTY / Capital-Force ETF Trust - CapForce IBD 50 ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
CRWD / CrowdStrike Holdings, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
PNBK / Patriot National Bancorp, Inc.
TROW / T. Rowe Price Group, Inc.
BIIB / Biogen Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
BDX / Becton, Dickinson and Company
AMRZ / Amrize AG
ATAI / AtaiBeckley Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
EWW / iShares, Inc. - iShares MSCI Mexico ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
GUT / The Gabelli Utility Trust
RVT / Royce Small-Cap Trust, Inc.
WBD / Warner Bros. Discovery, Inc.
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
SPY / State Street SPDR S&P 500 ETF Trust
BTC / Grayscale Bitcoin Mini Trust
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
TDC / Teradata Corporation
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
EFAX / SPDR Index Shares Funds - State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
CVS / CVS Health Corporation
CYBR / CyberArk Software Ltd.
NCLH / Norwegian Cruise Line Holdings Ltd.
AME / AMETEK, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MUB / iShares Trust - iShares National Muni Bond ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
KKR / KKR & Co. Inc.
IWL / iShares Trust - iShares Russell Top 200 ETF
AMZN / Amazon.com, Inc. Put
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
PSX / Phillips 66
CCO / Cameco Corporation
UNH / UnitedHealth Group Incorporated
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
KMB / Kimberly-Clark Corporation
MBB / iShares Trust - iShares MBS ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
JEMA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders Emerging Markets Equity ETF
XSW / SPDR Series Trust - State Street SPDR S&P Software & Services ETF
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
PTY / PIMCO Corporate & Income Opportunity Fund
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
AZO / AutoZone, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
TTAN / ServiceTitan, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
TMV / Direxion Shares ETF Trust - Direxion Daily 20+ Year Treasury Bear 3X Shares
VTV / Vanguard Index Funds - Vanguard Value ETF
RLY / SPDR Series Trust - State Street Multi-Asset Real Return ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
MSI / Motorola Solutions, Inc.
BR / Broadridge Financial Solutions, Inc.
PCH / PotlatchDeltic Corporation
PEP / PepsiCo, Inc.
GHC / Graham Holdings Company
BLK / BlackRock, Inc.
RBLX / Roblox Corporation
XPRO / Expro Group Holdings N.V.
USEP / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - September
YELP / Yelp Inc.
PGEN / Precigen, Inc.
RVLV / Revolve Group, Inc.
TTWO / Take-Two Interactive Software, Inc.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
APD / Air Products and Chemicals, Inc.
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
HAL / Halliburton Company
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
LION / Lionsgate Studios Corp.
ANET / Arista Networks, Inc.
BRBR / BellRing Brands, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
ES / Eversource Energy
LIN / Linde plc
LITE / Lumentum Holdings Inc.
CCEP / Coca-Cola Europacific Partners PLC
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
EVTL / Vertical Aerospace Ltd.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
ADP / Automatic Data Processing, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BRK.B / Berkshire Hathaway Inc. Put
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
OMC / Omnicom Group Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
NEWP / New Pacific Metals Corp.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
ARDC / Ares Dynamic Credit Allocation Fund, Inc.
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X ETF Call
SMB / VanEck ETF Trust - VanEck Short Muni ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
IYW / iShares Trust - iShares U.S. Technology ETF
MPC / Marathon Petroleum Corporation
BAC / Bank of America Corporation
GWW / W.W. Grainger, Inc.
FINV / FinVolution Group - Depositary Receipt (Common Stock)
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
ASTS / AST SpaceMobile, Inc.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
WM / Waste Management, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
PKG / Packaging Corporation of America
PWR / Quanta Services, Inc.
TBH / Brag House Holdings, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
CAH / Cardinal Health, Inc.
LLY / Eli Lilly and Company
ORLY / O'Reilly Automotive, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IFN / Aberdeen India Fund, Inc.
PFE / Pfizer Inc.
DPZ / Domino's Pizza, Inc.
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
MAS / Masco Corporation
BOOT / Boot Barn Holdings, Inc.
LRCX / Lam Research Corporation
GSSC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
AMT / American Tower Corporation
ACN / Accenture plc
VZ / Verizon Communications Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
SCJ / iShares, Inc. - iShares MSCI Japan Small-Cap ETF
EMN / Eastman Chemical Company
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
IJUL / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
ENFFF / Enbridge Inc. - Preferred Security
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
GLD / SPDR Gold Shares
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
MELI / MercadoLibre, Inc.
DAL / Delta Air Lines, Inc.
MAT / Mattel, Inc.
ADSK / Autodesk, Inc.
DRI / Darden Restaurants, Inc.
EWU / iShares Trust - iShares MSCI United Kingdom ETF
FICO / Fair Isaac Corporation
TGT / Target Corporation
CI / The Cigna Group
UHAL.B / U-Haul Holding Company
AXP / American Express Company
SW / Smurfit Westrock Plc
SYK / Stryker Corporation
BK / The Bank of New York Mellon Corporation
CTAS / Cintas Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
DOCU / DocuSign, Inc.
AAPL / Apple Inc.
ED / Consolidated Edison, Inc.
CL / Colgate-Palmolive Company
FWONK / Formula One Group
ELV / Elevance Health, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
INDA / iShares Trust - iShares MSCI India ETF
LOW / Lowe's Companies, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
LPX / Louisiana-Pacific Corporation
JMOM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
LHX / L3Harris Technologies, Inc.
ADI / Analog Devices, Inc.
VST / Vistra Corp.
AER / AerCap Holdings N.V.
CDE / Coeur Mining, Inc.
C / Citigroup Inc.
CMG / Chipotle Mexican Grill, Inc.
TSCO / Tractor Supply Company
CRBN / iShares Trust - iShares Low Carbon Optimized MSCI ACWI ETF
DGX / Quest Diagnostics Incorporated
USFD / US Foods Holding Corp.
UFO / Procure ETF Trust II - Procure Space ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
DNP / DNP Select Income Fund Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MKC / McCormick & Company, Incorporated
USRT / iShares Trust - iShares Core U.S. REIT ETF
DDFL / Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - July
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
SGMO / Sangamo Therapeutics, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
AEE / Ameren Corporation
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
IAPR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - April
JTEK / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
NOW / ServiceNow, Inc.
SNOW / Snowflake Inc.
0QYC / First Majestic Silver Corp.
VMC / Vulcan Materials Company
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
TMSL / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
FTNT / Fortinet, Inc.
RDNT / RadNet, Inc.
COF / Capital One Financial Corporation
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
DDFD / Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - December
WPM / Wheaton Precious Metals Corp.
CDNS / Cadence Design Systems, Inc.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
IBRX / ImmunityBio, Inc.
FCX / Freeport-McMoRan Inc.
AKRE / Professionally Managed Portfolios - Akre Focus ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AIA / iShares Trust - iShares Asia 50 ETF
CGIB / Capital Group Fixed Income ETF Trust - Capital Group International Bond ETF (USD-Hedged)
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
DOV / Dover Corporation
UTHR / United Therapeutics Corporation
OMDA / Omada Health, Inc.
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
CEF / Sprott Physical Gold and Silver Trust
UGL / ProShares Trust II - ProShares Ultra Gold
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
FRGE / Forge Global Holdings, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
HON / Honeywell International Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
WTS / Watts Water Technologies, Inc.
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
MS / Morgan Stanley
AIG / American International Group, Inc.
SHOP / Shopify Inc.
QCOM / QUALCOMM Incorporated
AMD / Advanced Micro Devices, Inc.
CAT / Caterpillar Inc.
MPWR / Monolithic Power Systems, Inc.
GS / The Goldman Sachs Group, Inc.
MSFT / Microsoft Corporation Put
MLM / Martin Marietta Materials, Inc.
APH / Amphenol Corporation
COR / Cencora, Inc.
TSLA / Tesla, Inc.
KO / The Coca-Cola Company
IAU / iShares Gold Trust
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
BRK.A / Berkshire Hathaway Inc.
L / Loews Corporation
BKR / Baker Hughes Company
MSFT / Microsoft Corporation
SBUX / Starbucks Corporation
HD / The Home Depot, Inc.
UNP / Union Pacific Corporation
ISRG / Intuitive Surgical, Inc.
APP / AppLovin Corporation
SNPS / Synopsys, Inc.
GLW / Corning Incorporated
UBER / Uber Technologies, Inc.
VICI / VICI Properties Inc.
GOOGL / Alphabet Inc.
MAR / Marriott International, Inc.
JNJ / Johnson & Johnson
GOOG / Alphabet Inc.
SMTC / Semtech Corporation
PAAS / Pan American Silver Corp.
F / Ford Motor Company
MMM / 3M Company
DELL / Dell Technologies Inc.
PNC / The PNC Financial Services Group, Inc.
PH / Parker-Hannifin Corporation
ORCL / Oracle Corporation
COP / ConocoPhillips
NWSA / News Corporation
BSX / Boston Scientific Corporation
SPOT / Spotify Technology S.A.
COHR / Coherent Corp.
YUM / Yum! Brands, Inc.
CSX / CSX Corporation
KEYS / Keysight Technologies, Inc.
MCHP / Microchip Technology Incorporated
EXC / Exelon Corporation
R / Ryder System, Inc.
ROST / Ross Stores, Inc.
LYV / Live Nation Entertainment, Inc.
DHR / Danaher Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
DVN / Devon Energy Corporation
EA / Electronic Arts Inc.
ECL / Ecolab Inc.
INTU / Intuit Inc.
FDX / FedEx Corporation
DJCO / Daily Journal Corporation
WMB / The Williams Companies, Inc.
EW / Edwards Lifesciences Corporation
DUK / Duke Energy Corporation
VG / Venture Global, Inc.
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
AVGO / Broadcom Inc.
MNST / Monster Beverage Corporation
VALE / Vale S.A. - Depositary Receipt (Common Stock)
LNG / Cheniere Energy, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
O / Realty Income Corporation
AEP / American Electric Power Company, Inc.
AMGN / Amgen Inc.
EQIX / Equinix, Inc.
WPC / W. P. Carey Inc.
RJF / Raymond James Financial, Inc.
WF / Woori Financial Group Inc. - Depositary Receipt (Common Stock)
TPL / Texas Pacific Land Corporation
SRE / Sempra
COST / Costco Wholesale Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
RACE / Ferrari N.V.
KR / The Kroger Co.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
FANG / Diamondback Energy, Inc.
HII / Huntington Ingalls Industries, Inc.
USB / U.S. Bancorp
HIG / The Hartford Insurance Group, Inc.
PPG / PPG Industries, Inc.
MA / Mastercard Incorporated
GGG / Graco Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
FDS / FactSet Research Systems Inc.
JCI / Johnson Controls International plc
BA / The Boeing Company
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
FBIN / Fortune Brands Innovations, Inc.
ATO / Atmos Energy Corporation
UEC / Uranium Energy Corp.
EXPE / Expedia Group, Inc.
AMCR / Amcor plc
SHEL / Shell plc - Depositary Receipt (Common Stock)
AMP / Ameriprise Financial, Inc.
OHI / Omega Healthcare Investors, Inc.
TJX / The TJX Companies, Inc.
D / Dominion Energy, Inc.
HWM / Howmet Aerospace Inc.
WDC / Western Digital Corporation
ZM / Zoom Communications, Inc.
MO / Altria Group, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
UBFO / United Security Bancshares
SCHW / The Charles Schwab Corporation
POR / Portland General Electric Company
BWXT / BWX Technologies, Inc.
AON / Aon plc
EHC / Encompass Health Corporation
VBIL / Vanguard Institutional Index Funds - Vanguard 0-3 Month Treasury Bill ETF
APO / Apollo Global Management, Inc.
CME / CME Group Inc.
OTIS / Otis Worldwide Corporation
TXRH / Texas Roadhouse, Inc.
GD / General Dynamics Corporation
ROP / Roper Technologies, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VTRS / Viatris Inc.
DE / Deere & Company
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
NVS / Novartis AG - Depositary Receipt (Common Stock)
TMUS / T-Mobile US, Inc.
KLAC / KLA Corporation
VLO / Valero Energy Corporation
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
CAG / Conagra Brands, Inc.
MDT / Medtronic plc
JKHY / Jack Henry & Associates, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
URI / United Rentals, Inc.
NSC / Norfolk Southern Corporation
RF / Regions Financial Corporation
ROIV / Roivant Sciences Ltd.
NOC / Northrop Grumman Corporation
CRH / CRH plc
TOL / Toll Brothers, Inc.
CHD / Church & Dwight Co., Inc.
MDB / MongoDB, Inc.
FNB / F.N.B. Corporation
CTVA / Corteva, Inc.
SOLS / Solstice Advanced Materials, Inc.
ITW / Illinois Tool Works Inc.
CARR / Carrier Global Corporation
MGM / MGM Resorts International
TEX / Terex Corporation
JBL / Jabil Inc.
KMI / Kinder Morgan, Inc.
CTSH / Cognizant Technology Solutions Corporation
EOG / EOG Resources, Inc.
AOS / A. O. Smith Corporation
REGN / Regeneron Pharmaceuticals, Inc.
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
MAA / Mid-America Apartment Communities, Inc.
ESS / Essex Property Trust, Inc.
NEM / Newmont Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
PHYS / Sprott Physical Gold Trust
AFL / Aflac Incorporated
GRMN / Garmin Ltd.
SLG / SL Green Realty Corp.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
BMY / Bristol-Myers Squibb Company
IGF / iShares Trust - iShares Global Infrastructure ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
SHW / The Sherwin-Williams Company
VLTO / Veralto Corporation
PCAR / PACCAR Inc
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
TRV / The Travelers Companies, Inc.
TWLO / Twilio Inc.
AVB / AvalonBay Communities, Inc.
ZTS / Zoetis Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
SEIC / SEI Investments Company
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
TXT / Textron Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
HTGC / Hercules Capital, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
GRAB / Grab Holdings Limited