Market Value948,490,081
Total Holdings464
File Date2025-02-04
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
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HD / The Home Depot, Inc.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
META / Meta Platforms, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
KO / The Coca-Cola Company
JPM / JPMorgan Chase & Co.
XT / iShares Trust - iShares Future Exponential Technologies ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
SWTX / SpringWorks Therapeutics, Inc.
SLF / Sun Life Financial Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
ET / Energy Transfer LP - Limited Partnership
DECK / Deckers Outdoor Corporation
ALB / Albemarle Corporation
MCO / Moody's Corporation
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
PLTR / Palantir Technologies Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
CL / Colgate-Palmolive Company
HLT / Hilton Worldwide Holdings Inc.
DE / Deere & Company
C / Citigroup Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ADI / Analog Devices, Inc.
PLD / Prologis, Inc.
TMO / Thermo Fisher Scientific Inc.
SFM / Sprouts Farmers Market, Inc.
AMD / Advanced Micro Devices, Inc.
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MO / Altria Group, Inc.
GILD / Gilead Sciences, Inc.
F / Ford Motor Company
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
MMM / 3M Company
XYZ / Block, Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
GBTC / Grayscale Bitcoin Trust (BTC)
XIFR / XPLR Infrastructure, LP - Limited Partnership
HIG / The Hartford Insurance Group, Inc.
CVX / Chevron Corporation
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
VZ / Verizon Communications Inc.
MAA / Mid-America Apartment Communities, Inc.
OKE / ONEOK, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
HES / Hess Corporation
WMT / Walmart Inc.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
GEV / GE Vernova Inc.
NOW / ServiceNow, Inc.
EOG / EOG Resources, Inc.
TMUS / T-Mobile US, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
AMP / Ameriprise Financial, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
DOCU / DocuSign, Inc.
HEIA / Heico Corp. - Class A
HEI / HEICO Corporation
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
STT / State Street Corporation
MLPA / Global X Funds - Global X MLP ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
FBTC / Fidelity Wise Origin Bitcoin Fund
DJP / iPath Bloomberg Commodity Index Total Return ETN
BSJS / Invesco BulletShares 2028 High Yield Corporate Bond ETF
QDEF / FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
LRCX / Lam Research Corporation
BIDD / BlackRock ETF Trust - iShares International Dividend Active ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SPY / State Street SPDR S&P 500 ETF Trust
BRK.B / Berkshire Hathaway Inc.
VKTX / Viking Therapeutics, Inc.
ETHE / Grayscale Ethereum Staking ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
ABT / Abbott Laboratories
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
ALGN / Align Technology, Inc.
TGT / Target Corporation
D / Dominion Energy, Inc.
SW / Smurfit Westrock Plc
BMY / Bristol-Myers Squibb Company
PM / Philip Morris International Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
PEAK / Healthpeak Properties, Inc.
NVR / NVR, Inc.
UEC / Uranium Energy Corp.
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
CLNE / Clean Energy Fuels Corp.
SUM / Summit Materials, Inc.
IIPR / Innovative Industrial Properties, Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
BALL / Ball Corporation
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
SWKS / Skyworks Solutions, Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
DEO / Diageo plc - Depositary Receipt (Common Stock)
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
BX / Blackstone Inc.
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
ACN / Accenture plc
IWM / iShares Trust - iShares Russell 2000 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BGT / BlackRock Floating Rate Income Trust
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
O / Realty Income Corporation
PEG / Public Service Enterprise Group Incorporated
TXN / Texas Instruments Incorporated
SEIM / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
PTMC / Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
KMB / Kimberly-Clark Corporation
FI / Fiserv, Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
IWV / iShares Trust - iShares Russell 3000 ETF
RSG / Republic Services, Inc.
HON / Honeywell International Inc.
BR / Broadridge Financial Solutions, Inc.
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
ROK / Rockwell Automation, Inc.
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
MAR / Marriott International, Inc.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
IDMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
XOM / Exxon Mobil Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
MPW / Medical Properties Trust, Inc.
CCI / Crown Castle Inc.
HQH / Abrdn Healthcare Investors
HFRO / Highland Funds I - Highland Opportunities and Income Fund
C.WSA / Citigroup, Inc.
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
GE / General Electric Company
RTX / RTX Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
KKR / KKR & Co. Inc.
NVDA / NVIDIA Corporation
AAPL / Apple Inc.
GD / General Dynamics Corporation
IONQ / IonQ, Inc.
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
CLX / The Clorox Company
ISRG / Intuitive Surgical, Inc.
SWK / Stanley Black & Decker, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CVS / CVS Health Corporation
LMT / Lockheed Martin Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
OEF / iShares Trust - iShares S&P 100 ETF
BSSX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IWL / iShares Trust - iShares Russell Top 200 ETF
CGDV / Capital Group Dividend Value ETF
JPLD / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
IBM / International Business Machines Corporation
SHW / The Sherwin-Williams Company
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
JCI / Johnson Controls International plc
NOC / Northrop Grumman Corporation
BSX / Boston Scientific Corporation
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
FFLC / Fidelity Covington Trust - Fidelity Fundamental Large Cap Core ETF
QQQ / Invesco QQQ Trust, Series 1
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
SNPS / Synopsys, Inc.
GOOGL / Alphabet Inc.
CB / Chubb Limited
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PBA / Pembina Pipeline Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
WFC / Wells Fargo & Company
SO / The Southern Company
MP / MP Materials Corp.
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
GLD / SPDR Gold Shares
KR / The Kroger Co.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
BAC / Bank of America Corporation
PGR / The Progressive Corporation
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
LOW / Lowe's Companies, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
BSJT / Invesco BulletShares 2029 High Yield Corporate Bond ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
MDLZ / Mondelez International, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
WTRG / Essential Utilities, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VRT / Vertiv Holdings Co
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
PH / Parker-Hannifin Corporation
BCX / Blackrock Resources & Commodities Strategy Trust
PFE / Pfizer Inc.
NFLX / Netflix, Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
SLV / iShares Silver Trust
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
T / AT&T Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
AQST / Aquestive Therapeutics, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund
EPD / Enterprise Products Partners L.P. - Limited Partnership
BSMY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Municipal Bond ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
ITW / Illinois Tool Works Inc.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ENB / Enbridge Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
GSK / GSK plc - Depositary Receipt (Common Stock)
JNJ / Johnson & Johnson
INTU / Intuit Inc.
BSCY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
ALSN / Allison Transmission Holdings, Inc.
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
HWM / Howmet Aerospace Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ABBV / AbbVie Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BSMV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF
MDT / Medtronic plc
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ORCL / Oracle Corporation
TEL / TE Connectivity plc
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MSD / Morgan Stanley Emerging Markets Debt Fund, Inc.
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
KHC / The Kraft Heinz Company
ES / Eversource Energy
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
RECS / Columbia ETF Trust I - Columbia Research Enhanced Core ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
BSJU / Invesco BulletShares 2030 High Yield Corporate Bond ETF
MU / Micron Technology, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
COP / ConocoPhillips
ETN / Eaton Corporation plc
GSG / iShares S&P GSCI Commodity-Indexed Trust
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
COST / Costco Wholesale Corporation
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF
POWA / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Bloomberg Pricing Power ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
GS / The Goldman Sachs Group, Inc.
TT / Trane Technologies plc
BSJV / Invesco BulletShares 2031 High Yield Corporate Bond ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
NTR / Nutrien Ltd.
PANW / Palo Alto Networks, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
SPSK / Tidal Trust I - SP Funds Dow Jones Global Sukuk ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
ON / ON Semiconductor Corporation
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
AXSM / Axsome Therapeutics, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
FSK / FS KKR Capital Corp.
AMAT / Applied Materials, Inc.
FTNT / Fortinet, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
UNP / Union Pacific Corporation
MBB / iShares Trust - iShares MBS ETF
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
SPOT / Spotify Technology S.A.
HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
MSI / Motorola Solutions, Inc.
STZ / Constellation Brands, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
NEE / NextEra Energy, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
ENVX / Enovix Corporation
VPU / Vanguard World Fund - Vanguard Utilities ETF
SHOP / Shopify Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SPHY / SPDR Series Trust - State Street SPDR Portfolio High Yield Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
GOOG / Alphabet Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
MRK / Merck & Co., Inc.
MTB / M&T Bank Corporation
UBER / Uber Technologies, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
ANET / Arista Networks, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
MCHP / Microchip Technology Incorporated
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
NXPI / NXP Semiconductors N.V.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
BSMW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF
PG / The Procter & Gamble Company
PSX / Phillips 66
IWB / iShares Trust - iShares Russell 1000 ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
ARCC / Ares Capital Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
HSCZ / iShares Trust - iShares Currency Hedged MSCI EAFE Small-Cap ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
STOT / SSGA Active Trust - State Street DoubleLine Short Duration Total Return Tactical ETF
OGE / OGE Energy Corp.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
CI / The Cigna Group
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
AEP / American Electric Power Company, Inc.
PEP / PepsiCo, Inc.
GPC / Genuine Parts Company
AMZN / Amazon.com, Inc.
BLK / BlackRock, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
MSFT / Microsoft Corporation
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
CSCO / Cisco Systems, Inc.
MTZ / MasTec, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
BXMX / Nuveen S&P 500 Buy-Write Income Fund
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
DELL / Dell Technologies Inc.
EME / EMCOR Group, Inc.
HUBB / Hubbell Incorporated
WM / Waste Management, Inc.
FDS / FactSet Research Systems Inc.
CME / CME Group Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
MRVL / Marvell Technology, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
DIS / The Walt Disney Company
GEHC / GE HealthCare Technologies Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
AXP / American Express Company
TRV / The Travelers Companies, Inc.
PNC / The PNC Financial Services Group, Inc.
CLOI / VanEck ETF Trust - VanEck CLO ETF
WBA / Walgreens Boots Alliance, Inc.
BIIB / Biogen Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
NSC / Norfolk Southern Corporation
PYPL / PayPal Holdings, Inc.
APO / Apollo Global Management, Inc.
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
ADBE / Adobe Inc.
TJX / The TJX Companies, Inc.
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
PTIN / Pacer Funds Trust - Pacer Trendpilot International ETF
RKLB / Rocket Lab Corporation
APP / AppLovin Corporation
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
AVGO / Broadcom Inc.
CMCSA / Comcast Corporation
CRM / Salesforce, Inc.
LLY / Eli Lilly and Company
CAT / Caterpillar Inc.
SCHW / The Charles Schwab Corporation
EL / The Estée Lauder Companies Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
DHR / Danaher Corporation
FLEX / Flex Ltd.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MA / Mastercard Incorporated
MMC / Marsh & McLennan Companies, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
TPL / Texas Pacific Land Corporation
DUK / Duke Energy Corporation
SYK / Stryker Corporation
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
IAU / iShares Gold Trust
LPLA / LPL Financial Holdings Inc.
CMI / Cummins Inc.
FDX / FedEx Corporation
BDX / Becton, Dickinson and Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ADP / Automatic Data Processing, Inc.
MCD / McDonald's Corporation
QCOM / QUALCOMM Incorporated
AMGN / Amgen Inc.
ORLY / O'Reilly Automotive, Inc.
CTAS / Cintas Corporation
V / Visa Inc.
XYL / Xylem Inc.
CTRA / Coterra Energy Inc.
BA / The Boeing Company
EMR / Emerson Electric Co.
NEM / Newmont Corporation
HGER / Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
UNH / UnitedHealth Group Incorporated
INTC / Intel Corporation
CEG / Constellation Energy Corporation
FCX / Freeport-McMoRan Inc.
TSLA / Tesla, Inc.
DVN / Devon Energy Corporation
COF / Capital One Financial Corporation
LIN / Linde plc
SPGI / S&P Global Inc.
CARR / Carrier Global Corporation
CBOE / Cboe Global Markets, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
ICE / Intercontinental Exchange, Inc.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF