Market Value653,805,398
Total Holdings579
File Date2024-04-16
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
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REGN / Regeneron Pharmaceuticals, Inc.
HST / Host Hotels & Resorts, Inc.
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
RF / Regions Financial Corporation
ALK / Alaska Air Group, Inc.
DIS / The Walt Disney Company
DIS / The Walt Disney Company Call
HAUZ / DBX ETF Trust - Xtrackers International Real Estate ETF
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
FSLR / First Solar, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
ABNB / Airbnb, Inc.
CBL / CBL & Associates Properties, Inc.
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
/ Finch Therapeutics Group, Inc.
MDT / Medtronic plc
BX / Blackstone Inc.
IBB / iShares Trust - iShares Biotechnology ETF
IYW / iShares Trust - iShares U.S. Technology ETF
MLQD / iShares 5-10 Year Investment Grade Corporate Bond ETF
INDA / iShares Trust - iShares MSCI India ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SVC / Service Properties Trust
THQ / Abrdn Healthcare Opportunities Fund
OWL / Blue Owl Capital Inc.
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
TLRY / Tilray Brands, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
RBA / RB Global, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
KVUE / Kenvue Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
APLE / Apple Hospitality REIT, Inc.
SCHW / The Charles Schwab Corporation
PSFE / Paysafe Limited
CAG / Conagra Brands, Inc.
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
VTRS / Viatris Inc.
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
ALEX / Alexander & Baldwin, Inc.
ARKF / ARK ETF Trust - ARK Blockchain & Fintech Innovation ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
FCEL / FuelCell Energy, Inc.
PXD / Pioneer Natural Resources Company
PARAA / Paramount Global
RY / Royal Bank of Canada
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
EAOA / iShares Trust - iShares ESG Aware 80/20 Aggressive Allocation ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ORLY / O'Reilly Automotive, Inc.
RPT / Rithm Property Trust Inc.
EBND / SPDR Series Trust - State Street SPDR Bloomberg Emerging Markets Local Bond ETF
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
MBB / iShares Trust - iShares MBS ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IXC / iShares Trust - iShares Global Energy ETF
D / Dominion Energy, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
BIIB / Biogen Inc.
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
SOXX / iShares Trust - iShares Semiconductor ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
LEN / Lennar Corporation
CZR / Caesars Entertainment, Inc.
UCB / United Community Banks, Inc.
MO / Altria Group, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
NOVAQ / Sunnova Energy International Inc.
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
BATRK / Atlanta Braves Holdings, Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
WY / Weyerhaeuser Company
HON / Honeywell International Inc.
GASS / StealthGas Inc.
GIS / General Mills, Inc.
CNC / Centene Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
BAC / Bank of America Corporation
HLT / Hilton Worldwide Holdings Inc.
GTLS / Chart Industries, Inc.
OTIS / Otis Worldwide Corporation
CCL / Carnival Corporation Ltd.
AVGV / American Century ETF Trust - Avantis All Equity Markets Value ETF
HOOD / Robinhood Markets, Inc.
RWX / SPDR Index Shares Funds - State Street SPDR Dow Jones International Real Estate ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
NFLX / Netflix, Inc.
TXT / Textron Inc.
PNC / The PNC Financial Services Group, Inc.
MA / Mastercard Incorporated
PEP / PepsiCo, Inc.
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
BHF / Brighthouse Financial, Inc.
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
WBD / Warner Bros. Discovery, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
DRI / Darden Restaurants, Inc.
TFC / Truist Financial Corporation
EQIX / Equinix, Inc.
NNN / NNN REIT, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
ARW / Arrow Electronics, Inc.
TJX / The TJX Companies, Inc.
MCO / Moody's Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
NVDA / NVIDIA Corporation
COIN / Coinbase Global, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
AAPL / Apple Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
IWM / iShares Trust - iShares Russell 2000 ETF
PG / The Procter & Gamble Company
NOC / Northrop Grumman Corporation
SPY / State Street SPDR S&P 500 ETF Trust
CSX / CSX Corporation
LITE / Lumentum Holdings Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
AMD / Advanced Micro Devices, Inc.
MUR / Murphy Oil Corporation
ORCL / Oracle Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
AXP / American Express Company
AMZN / Amazon.com, Inc.
PFE / Pfizer Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
VFC / V.F. Corporation
TXN / Texas Instruments Incorporated
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
SLB / SLB N.V.
EIX / Edison International
NDAQ / Nasdaq, Inc.
F / Ford Motor Company
BWMN / Bowman Consulting Group Ltd.
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
MET / MetLife, Inc.
CASY / Casey's General Stores, Inc.
MELI / MercadoLibre, Inc.
CAT / Caterpillar Inc.
OMC / Omnicom Group Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
GTX / Garrett Motion Inc.
AVGO / Broadcom Inc.
WING / Wingstop Inc.
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
MSFT / Microsoft Corporation
NSP / Insperity, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
NXP / Nuveen Select Tax-Free Income Portfolio
LLYVK / Liberty Live Holdings, Inc.
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
TEL / TE Connectivity plc
CVS / CVS Health Corporation
KRG / Kite Realty Group Trust
OXSQ / Oxford Square Capital Corp.
FARO / FARO Technologies, Inc.
MMM / 3M Company
BITO / ProShares Trust - ProShares Bitcoin ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
COF / Capital One Financial Corporation
LUMN / Lumen Technologies, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
VMI / Valmont Industries, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
LECO / Lincoln Electric Holdings, Inc.
VZ / Verizon Communications Inc.
JPM / JPMorgan Chase & Co.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
PGR / The Progressive Corporation
WMB / The Williams Companies, Inc.
SNOW / Snowflake Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
GOOG / Alphabet Inc.
IP / International Paper Company
ANSS / ANSYS, Inc.
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
ARCB / ArcBest Corporation
ABT / Abbott Laboratories
FCPT / Four Corners Property Trust, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
PAYX / Paychex, Inc.
RTX / RTX Corporation
LYB / LyondellBasell Industries N.V.
PDI / PIMCO Dynamic Income Fund
GILD / Gilead Sciences, Inc.
LYV / Live Nation Entertainment, Inc.
C / Citigroup Inc.
SYK / Stryker Corporation
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
TIP / iShares Trust - iShares TIPS Bond ETF
ATI / ATI Inc.
COP / ConocoPhillips
FICO / Fair Isaac Corporation
AMC / AMC Entertainment Holdings, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
CVX / Chevron Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
DXCM / DexCom, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
REZI / Resideo Technologies, Inc.
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
GEHC / GE HealthCare Technologies Inc.
EMR / Emerson Electric Co.
UTHR / United Therapeutics Corporation
ONL / Orion Properties Inc.
NYCB / Flagstar Financial, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
UBS / UBS Group AG
RIVN / Rivian Automotive, Inc.
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
AMG / Affiliated Managers Group, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
VIAV / Viavi Solutions Inc.
CARR / Carrier Global Corporation
RYN / Rayonier Inc.
WTW / Willis Towers Watson Public Limited Company
FAST / Fastenal Company
SJM / The J. M. Smucker Company
CLOV / Clover Health Investments, Corp.
KR / The Kroger Co.
WFC / Wells Fargo & Company
ELV / Elevance Health, Inc.
INTC / Intel Corporation
RCL / Royal Caribbean Cruises Ltd.
VERU / Veru Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MRK / Merck & Co., Inc.
UAL / United Airlines Holdings, Inc.
KO / The Coca-Cola Company
EME / EMCOR Group, Inc.
IAU / iShares Gold Trust
EFA / iShares Trust - iShares MSCI EAFE ETF
WSM / Williams-Sonoma, Inc.
ITDF / iShares Trust - iShares LifePath Target Date 2050 ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
NEP / XPLR Infrastructure, LP - Limited Partnership
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
RWT / Redwood Trust, Inc.
ENFR / ALPS ETF Trust - Alerian Energy Infrastructure ETF
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
GLPI / Gaming and Leisure Properties, Inc.
DFS / Discover Financial Services
MAR / Marriott International, Inc.
HE / Hawaiian Electric Industries, Inc.
ZI / ZoomInfo Technologies Inc.
AJG / Arthur J. Gallagher & Co.
CLPT / ClearPoint Neuro, Inc.
PYPL / PayPal Holdings, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
QCOM / QUALCOMM Incorporated
ETN / Eaton Corporation plc
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MSCI / MSCI Inc.
PVH / PVH Corp.
IWN / iShares Trust - iShares Russell 2000 Value ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FSLY / Fastly, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
URBN / Urban Outfitters, Inc.
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
VVI / Pursuit Attractions and Hospitality, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
PK / Park Hotels & Resorts Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
AKR / Acadia Realty Trust
AMT / American Tower Corporation
ABR / Arbor Realty Trust, Inc.
ALLK / Allakos Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
HPQ / HP Inc.
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
BRX / Brixmor Property Group Inc.
GE / General Electric Company
STLA / Stellantis N.V.
MUB / iShares Trust - iShares National Muni Bond ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
WDAY / Workday, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SO / The Southern Company
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
DOC / Healthpeak Properties, Inc.
DFIN / Donnelley Financial Solutions, Inc.
ROP / Roper Technologies, Inc.
MCD / McDonald's Corporation
INTU / Intuit Inc.
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
EFX / Equifax Inc.
BRK.A / Berkshire Hathaway Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
WMT / Walmart Inc.
UNH / UnitedHealth Group Incorporated
PUMP / ProPetro Holding Corp.
DVN / Devon Energy Corporation
PANW / Palo Alto Networks, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
SLVM / Sylvamo Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
ITW / Illinois Tool Works Inc.
SIRI / Sirius XM Holdings Inc.
BKNG / Booking Holdings Inc.
TNL / Travel + Leisure Co.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
CI / The Cigna Group
IDXX / IDEXX Laboratories, Inc.
YNDX / Yandex N.V.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
QQQ / Invesco QQQ Trust, Series 1
DUK / Duke Energy Corporation
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
VMC / Vulcan Materials Company
VUG / Vanguard Index Funds - Vanguard Growth ETF
BLW / BlackRock Limited Duration Income Trust
NSA / National Storage Affiliates Trust
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
FSCO / FS Credit Opportunities Corp.
BITB / Bitwise Bitcoin ETF
FLR / Fluor Corporation
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
UNP / Union Pacific Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ACN / Accenture plc
POOL / Pool Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
EXC / Exelon Corporation
DAL / Delta Air Lines, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GNL / Global Net Lease, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
CAL / Caleres, Inc.
PTY / PIMCO Corporate & Income Opportunity Fund
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CADE / Cadence Bank
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SBSI / Southside Bancshares, Inc.
CTO / CTO Realty Growth, Inc.
DOW / Dow Inc.
ROK / Rockwell Automation, Inc.
KIM / Kimco Realty Corporation
APA / APA Corporation
ALL / The Allstate Corporation
GWX / SPDR Index Shares Funds - State Street SPDR S&P International Small Cap ETF
LOW / Lowe's Companies, Inc.
ADBE / Adobe Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
CMA / Comerica Incorporated
IBHG / iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
JBHT / J.B. Hunt Transport Services, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
DXPE / DXP Enterprises, Inc.
IMPP / Imperial Petroleum Inc.
SF / Stifel Financial Corp.
NSC / Norfolk Southern Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
JNJ / Johnson & Johnson
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
TSLA / Tesla, Inc.
IRM / Iron Mountain Incorporated
MRSH / Marsh & McLennan Companies, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
HII / Huntington Ingalls Industries, Inc.
ABBV / AbbVie Inc.
NEE / NextEra Energy, Inc.
FAS / Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X ETF
ICE / Intercontinental Exchange, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
OLN / Olin Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
RWR / SPDR Series Trust - State Street SPDR Dow Jones REIT ETF
EPR / EPR Properties
IYR / iShares Trust - iShares U.S. Real Estate ETF
DD / DuPont de Nemours, Inc.
ADM / Archer-Daniels-Midland Company
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
GPC / Genuine Parts Company
HD / The Home Depot, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
JBL / Jabil Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
LW / Lamb Weston Holdings, Inc.
BYD / Boyd Gaming Corporation
KD / Kyndryl Holdings, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
PLD / Prologis, Inc.
BA / The Boeing Company
DLY / DoubleLine Yield Opportunities Fund
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
FCF / First Commonwealth Financial Corporation
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
NAVI / Navient Corporation
GS / The Goldman Sachs Group, Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
OII / Oceaneering International, Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
FCX / Freeport-McMoRan Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
VLY / Valley National Bancorp
BYLD / iShares Trust - iShares Yield Optimized Bond ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
EMBC / Embecta Corp.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
NBH / Neuberger Berman Income Funds - Neuberger Municipal Fund Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
FHN / First Horizon Corporation
WEC / WEC Energy Group, Inc.
STBA / S&T Bancorp, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
USLM / United States Lime & Minerals, Inc.
SHW / The Sherwin-Williams Company
TEAM / Atlassian Corporation
GT / The Goodyear Tire & Rubber Company
LSTR / Landstar System, Inc.
OZK / Bank OZK
WELL / Welltower Inc.
SPTN / SpartanNash Company
IRDM / Iridium Communications Inc.
IEX / IDEX Corporation
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
VRSN / VeriSign, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
BKR / Baker Hughes Company
IWC / iShares Trust - iShares Micro-Cap ETF
COR / Cencora, Inc.
CSCO / Cisco Systems, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
HPE / Hewlett Packard Enterprise Company
GRMN / Garmin Ltd.
OKE / ONEOK, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
KOP / Koppers Holdings Inc.
HIG / The Hartford Insurance Group, Inc.
BMY / Bristol-Myers Squibb Company
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
GWW / W.W. Grainger, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
ORI / Old Republic International Corporation
LKQ / LKQ Corporation
FI / Fiserv, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SPRU / Spruce Power Holding Corporation
SKYW / SkyWest, Inc.
GIII / G-III Apparel Group, Ltd.
QVAL / EA Series Trust - Alpha Architect U.S. Quantitative Value ETF
CMG / Chipotle Mexican Grill, Inc.
DJT / Trump Media & Technology Group Corp.
BJ / BJ's Wholesale Club Holdings, Inc.
VLTO / Veralto Corporation
CHDN / Churchill Downs Incorporated
MNST / Monster Beverage Corporation
NTAP / NetApp, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
NUE / Nucor Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
FIVE / Five Below, Inc.
TFIN / Triumph Financial, Inc.
AIR / AAR Corp.
CROX / Crocs, Inc.
SQ / Block, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
SSB / SouthState Bank Corporation
HSY / The Hershey Company
BBBY / Bed Bath & Beyond, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
GBX / The Greenbrier Companies, Inc.
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
RDUS / Radius Recycling, Inc.
IVAL / EA Series Trust - Alpha Architect International Quantitative Value ETF
LRCX / Lam Research Corporation
BEPC / Brookfield Renewable Corporation
NAT / Nordic American Tankers Limited
ENTG / Entegris, Inc.
NDSN / Nordson Corporation
HUM / Humana Inc.
RITM / Rithm Capital Corp.
ADSK / Autodesk, Inc.
ISRG / Intuitive Surgical, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TPX / Somnigroup International Inc.
KLAC / KLA Corporation
BMO / Bank of Montreal
CPRI / Capri Holdings Limited
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
WBA / Walgreens Boots Alliance, Inc.
AAPL / Apple Inc. Call
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
CLB / Core Laboratories Inc.
CRM / Salesforce, Inc.
BYND / Beyond Meat, Inc.
PARR / Par Pacific Holdings, Inc.
AZO / AutoZone, Inc.
JEF / Jefferies Financial Group Inc.
QUBT / Quantum Computing Inc.
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
WAB / Westinghouse Air Brake Technologies Corporation
BDX / Becton, Dickinson and Company
CF / CF Industries Holdings, Inc.
CISS / C3is Inc.
IBIT / iShares Bitcoin Trust ETF
SPOT / Spotify Technology S.A.
OXY / Occidental Petroleum Corporation
SMR / NuScale Power Corporation
UPS / United Parcel Service, Inc.
MCK / McKesson Corporation
VLO / Valero Energy Corporation
VRSK / Verisk Analytics, Inc.
STLD / Steel Dynamics, Inc.
NKE / NIKE, Inc.
LUV / Southwest Airlines Co.
SPGI / S&P Global Inc.
GOOGL / Alphabet Inc.
PLTR / Palantir Technologies Inc.
V / Visa Inc.
TDG / TransDigm Group Incorporated
LMT / Lockheed Martin Corporation
AFL / Aflac Incorporated
RSG / Republic Services, Inc.
PEG / Public Service Enterprise Group Incorporated
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
RKT / Rocket Companies, Inc.
T / AT&T Inc.
FDX / FedEx Corporation
ANET / Arista Networks, Inc.
META / Meta Platforms, Inc.
DHR / Danaher Corporation
SBUX / Starbucks Corporation
TMUS / T-Mobile US, Inc.
CG / The Carlyle Group Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
DE / Deere & Company
HCA / HCA Healthcare, Inc.
CMCSA / Comcast Corporation
IBM / International Business Machines Corporation
NCLH / Norwegian Cruise Line Holdings Ltd.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TT / Trane Technologies plc
NOW / ServiceNow, Inc.
XOM / Exxon Mobil Corporation
ROST / Ross Stores, Inc.
PRU / Prudential Financial, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
HAL / Halliburton Company
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
LLY / Eli Lilly and Company
PHM / PulteGroup, Inc.
OGN / Organon & Co.
PFG / Principal Financial Group, Inc.
IQV / IQVIA Holdings Inc.
VRTX / Vertex Pharmaceuticals Incorporated
WU / The Western Union Company
YUM / Yum! Brands, Inc.
TCBI / Texas Capital Bancshares, Inc.
EA / Electronic Arts Inc.
MATX / Matson, Inc.
CL / Colgate-Palmolive Company
CAH / Cardinal Health, Inc.
SNA / Snap-on Incorporated
GD / General Dynamics Corporation
LIN / Linde plc
O / Realty Income Corporation
EVR / Evercore Inc.
VTS / Vitesse Energy, Inc.
MS / Morgan Stanley
ILMN / Illumina, Inc.
EQR / Equity Residential
CIEN / Ciena Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
MDLZ / Mondelez International, Inc.
XYL / Xylem Inc.
ODFL / Old Dominion Freight Line, Inc.
EG / Everest Group, Ltd.
PM / Philip Morris International Inc.
WM / Waste Management, Inc.
PNR / Pentair plc
LHX / L3Harris Technologies, Inc.
KTB / Kontoor Brands, Inc.
HOG / Harley-Davidson, Inc.
CTRA / Coterra Energy Inc.
EVRG / Evergy, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TMO / Thermo Fisher Scientific Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
REXR / Rexford Industrial Realty, Inc.
RJF / Raymond James Financial, Inc.
CNP / CenterPoint Energy, Inc.
FITB / Fifth Third Bancorp
VHT / Vanguard World Fund - Vanguard Health Care ETF
CNO / CNO Financial Group, Inc.
GME / GameStop Corp.
IYG / iShares Trust - iShares U.S. Financial Services ETF
OEF / iShares Trust - iShares S&P 100 ETF
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
GBTC / Grayscale Bitcoin Trust (BTC)
GL / Globe Life Inc.
MTB / M&T Bank Corporation
CTVA / Corteva, Inc.
MRO / Marathon Oil Corporation
ROL / Rollins, Inc.