Market Value728,227,858
Total Holdings605
File Date2024-08-15
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)
IRT / Independence Realty Trust, Inc.
HSY / The Hershey Company
CB / Chubb Limited
SOLV / Solventum Corporation
E / Eni S.p.A. - Depositary Receipt (Common Stock)
SYY / Sysco Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
JNJ / Johnson & Johnson
WMS / Advanced Drainage Systems, Inc.
TTNP / Titan Pharmaceuticals, Inc.
ENFFF / Enbridge Inc. - Preferred Security
ECL / Ecolab Inc.
HII / Huntington Ingalls Industries, Inc.
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
SYF / Synchrony Financial
EDIT / Editas Medicine, Inc.
ALLY / Ally Financial Inc.
XPO / XPO, Inc.
GNRC / Generac Holdings Inc.
VMC / Vulcan Materials Company
BAX / Baxter International Inc.
ITW / Illinois Tool Works Inc.
IR / Ingersoll Rand Inc.
BTX / BlackRock Innovation and Growth Term Trust
HL / Hecla Mining Company
RBA / RB Global, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
EL / The Estée Lauder Companies Inc.
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
CINF / Cincinnati Financial Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ALGN / Align Technology, Inc.
SNAP / Snap Inc.
FWONK / Formula One Group
BME / BlackRock Health Sciences Trust
RJF / Raymond James Financial, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
QCOM / QUALCOMM Incorporated
IBIT / iShares Bitcoin Trust ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
GOOG / Alphabet Inc.
CARR / Carrier Global Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
PYPL / PayPal Holdings, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
PLAB / Photronics, Inc.
SO / The Southern Company
ET / Energy Transfer LP - Limited Partnership
LULU / lululemon athletica inc.
MFC / Manulife Financial Corporation
CRWD / CrowdStrike Holdings, Inc.
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
GNT / GAMCO Natural Resources, Gold & Income Trust
EPD / Enterprise Products Partners L.P. - Limited Partnership
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DOCS / Doximity, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
IBKR / Interactive Brokers Group, Inc.
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
UPS / United Parcel Service, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
TPSC / The Timothy Plan - Timothy Plan US Small Cap Core ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
CSCO / Cisco Systems, Inc.
TPHD / The Timothy Plan - Timothy Plan High Dividend Stock ETF
DLR / Digital Realty Trust, Inc.
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
DNN / Denison Mines Corp.
BRK.B / Berkshire Hathaway Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
AVNS / Avanos Medical, Inc.
KD / Kyndryl Holdings, Inc.
HITI / High Tide Inc.
MGM / MGM Resorts International
RGA / Reinsurance Group of America, Incorporated
IWR / iShares Trust - iShares Russell Mid-Cap ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MUB / iShares Trust - iShares National Muni Bond ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
FOUR / Shift4 Payments, Inc.
NOW / ServiceNow, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
UAA / Under Armour, Inc.
CPNG / Coupang, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
AL / Air Lease Corporation
KLAC / KLA Corporation
WPC / W. P. Carey Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
DHI / D.R. Horton, Inc.
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
PLUG / Plug Power Inc.
NSC / Norfolk Southern Corporation
PNC / The PNC Financial Services Group, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
AMZN / Amazon.com, Inc.
BCD / abrdn ETFs - abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BLOK / Amplify ETF Trust - Amplify Blockchain Technology ETF
DDOG / Datadog, Inc.
KBE / SPDR Series Trust - State Street SPDR S&P Bank ETF
CL / Colgate-Palmolive Company
MRVL / Marvell Technology, Inc.
INBK / First Internet Bancorp
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
FTNT / Fortinet, Inc.
INTU / Intuit Inc.
CP / Canadian Pacific Kansas City Limited
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
DTM / DT Midstream, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BILS / SPDR Series Trust - State Street SPDR Bloomberg 3-12 Month T-Bill ETF
AUR / Aurora Innovation, Inc.
AFL / Aflac Incorporated
OGN / Organon & Co.
RRX / Regal Rexnord Corporation
PINS / Pinterest, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
GBTC / Grayscale Bitcoin Trust (BTC)
KO / The Coca-Cola Company
BATRA / Atlanta Braves Holdings, Inc.
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
IVV / iShares Trust - iShares Core S&P 500 ETF
MEDP / Medpace Holdings, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
STEW / SRH Total Return Fund, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
SECT / Northern Lights Fund Trust IV - Main Sector Rotation ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
IWN / iShares Trust - iShares Russell 2000 Value ETF
TTD / The Trade Desk, Inc.
CSIQ / Canadian Solar Inc.
SU / Suncor Energy Inc.
USFD / US Foods Holding Corp.
HTZ / Hertz Global Holdings, Inc.
ISRG / Intuitive Surgical, Inc.
PG / The Procter & Gamble Company
FNV / Franco-Nevada Corporation
OC / Owens Corning
K / Kellanova
HES / Hess Corporation
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
CHKP / Check Point Software Technologies Ltd.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
NVCR / NovoCure Limited
CRNC / Cerence Inc.
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
INTC / Intel Corporation
IYY / iShares Trust - iShares Dow Jones U.S. ETF
LCID / Lucid Group, Inc.
LOW / Lowe's Companies, Inc.
MDT / Medtronic plc
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
SYK / Stryker Corporation
EQIX / Equinix, Inc.
HOUS / Anywhere Real Estate Inc.
TMUS / T-Mobile US, Inc.
DIS / The Walt Disney Company
SNOW / Snowflake Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
FIGS / FIGS, Inc.
WBA / Walgreens Boots Alliance, Inc.
AMGN / Amgen Inc.
CGNX / Cognex Corporation
OKTA / Okta, Inc.
COST / Costco Wholesale Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
COIN / Coinbase Global, Inc.
EMN / Eastman Chemical Company
MCHP / Microchip Technology Incorporated
CNP / CenterPoint Energy, Inc.
GLD / SPDR Gold Shares
PFFD / Global X Funds - Global X U.S. Preferred ETF
CPAY / Corpay, Inc.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
OPEN / Opendoor Technologies Inc.
ABNB / Airbnb, Inc.
ETN / Eaton Corporation plc
O / Realty Income Corporation
DBX / Dropbox, Inc.
WDC / Western Digital Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
ALL / The Allstate Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
SNY / Sanofi - Depositary Receipt (Common Stock)
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
TWLO / Twilio Inc.
ANET / Arista Networks, Inc.
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
GNPX / Genprex, Inc.
FITB / Fifth Third Bancorp
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
AXP / American Express Company
SITE / SiteOne Landscape Supply, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
HDV / iShares Trust - iShares Core High Dividend ETF
LNG / Cheniere Energy, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
LEN / Lennar Corporation
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
KLG / WK Kellogg Co
SPOT / Spotify Technology S.A.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
KT / KT Corporation - Depositary Receipt (Common Stock)
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
AWK / American Water Works Company, Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
CRH / CRH plc
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
EWBC / East West Bancorp, Inc.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
APPS / Digital Turbine, Inc.
ARES / Ares Management Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
POWI / Power Integrations, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
LVS / Las Vegas Sands Corp.
EMBC / Embecta Corp.
XOP / SPDR Series Trust - State Street SPDR S&P Oil & Gas Exploration & Production ETF
TDOC / Teladoc Health, Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
CGC / Canopy Growth Corporation
TTWO / Take-Two Interactive Software, Inc.
HON / Honeywell International Inc.
LLYVK / Liberty Live Holdings, Inc.
RGEN / Repligen Corporation
MNDY / monday.com Ltd.
FERG / Ferguson Enterprises Inc.
HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
APPN / Appian Corporation
SWAV / Shockwave Medical, Inc.
BCE / BCE Inc.
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
CAG / Conagra Brands, Inc.
ORAN / Orange S.A. - Depositary Receipt (Common Stock)
WPP / WPP plc - Depositary Receipt (Common Stock)
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
IDV / iShares Trust - iShares International Select Dividend ETF
EXPI / eXp World Holdings, Inc.
TRI / Thomson Reuters Corporation
ALC / Alcon Inc.
PXD / Pioneer Natural Resources Company
LLYVA / Liberty Live Holdings, Inc.
AMC / AMC Entertainment Holdings, Inc.
ELF / e.l.f. Beauty, Inc.
SWK / Stanley Black & Decker, Inc.
SLVM / Sylvamo Corporation
PATH / UiPath, Inc.
QRVO / Qorvo, Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
ETSY / Etsy, Inc.
MDXG / MiMedx Group, Inc.
COLB / Columbia Banking System, Inc.
SWBI / Smith & Wesson Brands, Inc.
BEPC / Brookfield Renewable Corporation
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
MRO / Marathon Oil Corporation
MPW / Medical Properties Trust, Inc.
KBH / KB Home
KFY / Korn Ferry
NU / Nu Holdings Ltd.
MRVI / Maravai LifeSciences Holdings, Inc.
GLW / Corning Incorporated
DVN / Devon Energy Corporation
AVGO / Broadcom Inc.
OSUR / OraSure Technologies, Inc.
PANW / Palo Alto Networks, Inc.
KHC / The Kraft Heinz Company
STRL / Sterling Infrastructure, Inc.
PLTR / Palantir Technologies Inc.
NKE / NIKE, Inc.
PLXS / Plexus Corp.
META / Meta Platforms, Inc.
VKTX / Viking Therapeutics, Inc.
AMAT / Applied Materials, Inc.
T / AT&T Inc.
VLO / Valero Energy Corporation
SPGI / S&P Global Inc.
NLOP / Net Lease Office Properties
MCD / McDonald's Corporation
AAPL / Apple Inc.
RACE / Ferrari N.V.
AA / Alcoa Corporation
USB / U.S. Bancorp
NVDA / NVIDIA Corporation
ROKU / Roku, Inc.
GIS / General Mills, Inc.
CLVR / Clever Leaves Holdings Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
DUK / Duke Energy Corporation
FLGT / Fulgent Genetics, Inc.
V / Visa Inc.
SHOP / Shopify Inc.
BBY / Best Buy Co., Inc.
LIN / Linde plc
IYT / iShares Trust - iShares U.S. Transportation ETF
GRMN / Garmin Ltd.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
KEYS / Keysight Technologies, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) Call
PHM / PulteGroup, Inc.
IOT / Samsara Inc.
PGR / The Progressive Corporation
SHW / The Sherwin-Williams Company
OXY / Occidental Petroleum Corporation
SPY / State Street SPDR S&P 500 ETF Trust
SLV / iShares Silver Trust
FVRR / Fiverr International Ltd.
ONCT / Oncternal Therapeutics, Inc.
XSW / SPDR Series Trust - State Street SPDR S&P Software & Services ETF
DKNG / DraftKings Inc.
LYV / Live Nation Entertainment, Inc.
CVX / Chevron Corporation
XEL / Xcel Energy Inc.
SBUX / Starbucks Corporation
APTV / Aptiv PLC
CHD / Church & Dwight Co., Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
JD / JD.com, Inc. - Depositary Receipt (Common Stock) Call
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
NYCB / Flagstar Financial, Inc.
C.WSA / Citigroup, Inc.
TEL / TE Connectivity plc
WMT / Walmart Inc.
VLTO / Veralto Corporation
UBER / Uber Technologies, Inc.
HD / The Home Depot, Inc.
IQV / IQVIA Holdings Inc.
IBM / International Business Machines Corporation
MRK / Merck & Co., Inc.
PLD / Prologis, Inc.
WFC / Wells Fargo & Company
ELV / Elevance Health, Inc.
TFC / Truist Financial Corporation
ICE / Intercontinental Exchange, Inc.
BAC / Bank of America Corporation
TRV / The Travelers Companies, Inc.
REZI / Resideo Technologies, Inc.
JBL / Jabil Inc.
BDX / Becton, Dickinson and Company
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
MSI / Motorola Solutions, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
AIG / American International Group, Inc.
ALB / Albemarle Corporation
SLB / SLB N.V.
WBD / Warner Bros. Discovery, Inc.
ABT / Abbott Laboratories
D / Dominion Energy, Inc.
CCL / Carnival Corporation Ltd.
MNST / Monster Beverage Corporation
MET / MetLife, Inc.
CMG / Chipotle Mexican Grill, Inc.
IP / International Paper Company
CVS / CVS Health Corporation
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
FANG / Diamondback Energy, Inc.
URI / United Rentals, Inc.
EXC / Exelon Corporation
NXPI / NXP Semiconductors N.V.
C / Citigroup Inc.
XOM / Exxon Mobil Corporation
CAT / Caterpillar Inc.
HPQ / HP Inc.
MEC / Mayville Engineering Company, Inc.
GILD / Gilead Sciences, Inc.
BKR / Baker Hughes Company
IAU / iShares Gold Trust
EMR / Emerson Electric Co.
ADBE / Adobe Inc.
RPM / RPM International Inc.
XYZ / Block, Inc.
LMT / Lockheed Martin Corporation
TXN / Texas Instruments Incorporated
COP / ConocoPhillips
TSLA / Tesla, Inc.
ROK / Rockwell Automation, Inc.
VTRS / Viatris Inc.
LHX / L3Harris Technologies, Inc.
ZBRA / Zebra Technologies Corporation
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
CIB / Grupo Cibest S.A. - Depositary Receipt (Common Stock)
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
GDRX / GoodRx Holdings, Inc.
CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
ARGX / argenx SE - Depositary Receipt (Common Stock)
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
SIRI / Sirius XM Holdings Inc.
PUBM / PubMatic, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IONQ / IonQ, Inc.
AMH / American Homes 4 Rent
LRCX / Lam Research Corporation
TPLC / The Timothy Plan - Timothy Plan US Large/Mid Cap Core ETF
DPZ / Domino's Pizza, Inc.
BATRK / Atlanta Braves Holdings, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
FUBO / FuboTV Inc.
TOST / Toast, Inc.
WEC / WEC Energy Group, Inc.
FOXA / Fox Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
RIVN / Rivian Automotive, Inc.
STT / State Street Corporation
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
ACAD / ACADIA Pharmaceuticals Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
ES / Eversource Energy
BP / BP p.l.c. - Depositary Receipt (Common Stock)
ZBH / Zimmer Biomet Holdings, Inc.
GTLB / GitLab Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
DRLL / EA Series Trust - Strive U.S. Energy ETF
CRSP / CRISPR Therapeutics AG
NEM / Newmont Corporation
GMED / Globus Medical, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
TWOU / 2U, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
TSCO / Tractor Supply Company
SJM / The J. M. Smucker Company
GGG / Graco Inc.
CVNA / Carvana Co.
CTRA / Coterra Energy Inc.
KMB / Kimberly-Clark Corporation
ARKF / ARK ETF Trust - ARK Blockchain & Fintech Innovation ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
PFGC / Performance Food Group Company
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
FDX / FedEx Corporation
CRM / Salesforce, Inc.
GPK / Graphic Packaging Holding Company
VEEV / Veeva Systems Inc.
MRNA / Moderna, Inc.
S / SentinelOne, Inc.
PLAY / Dave & Buster's Entertainment, Inc.
TTC / The Toro Company
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
EBS / Emergent BioSolutions Inc.
SYNA / Synaptics Incorporated
EXPD / Expeditors International of Washington, Inc.
GAP / The Gap, Inc.
AXON / Axon Enterprise, Inc.
TEAM / Atlassian Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DG / Dollar General Corporation
CHTR / Charter Communications, Inc.
SITM / SiTime Corporation
GUT / The Gabelli Utility Trust
PFE / Pfizer Inc.
UPST / Upstart Holdings, Inc.
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
TASK / TaskUs, Inc.
NGD / New Gold Inc.
ADM / Archer-Daniels-Midland Company
AMD / Advanced Micro Devices, Inc.
CHWY / Chewy, Inc.
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
INMD / InMode Ltd.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
IBB / iShares Trust - iShares Biotechnology ETF
TWOUQ / 2U, Inc.
UNP / Union Pacific Corporation
DTE / DTE Energy Company
BHF / Brighthouse Financial, Inc.
SJT / San Juan Basin Royalty Trust
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
NTNX / Nutanix, Inc.
SOFI / SoFi Technologies, Inc.
NYF / iShares Trust - iShares New York Muni Bond ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DVY / iShares Trust - iShares Select Dividend ETF
NMM / Navios Maritime Partners L.P. - Limited Partnership
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
GWW / W.W. Grainger, Inc.
NOC / Northrop Grumman Corporation
NRG / NRG Energy, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
CMA / Comerica Incorporated
CSL / Carlisle Companies Incorporated
ADI / Analog Devices, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
LYB / LyondellBasell Industries N.V.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
SSD / Simpson Manufacturing Co., Inc.
GEV / GE Vernova Inc.
AON / Aon plc
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
DJT / Trump Media & Technology Group Corp.
MSFT / Microsoft Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ARCC / Ares Capital Corporation
JWN / Nordstrom, Inc.
AJG / Arthur J. Gallagher & Co.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
DLTR / Dollar Tree, Inc.
NTAP / NetApp, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
DOCU / DocuSign, Inc.
DNLI / Denali Therapeutics Inc.
FSLR / First Solar, Inc.
PPG / PPG Industries, Inc.
DHR / Danaher Corporation
MU / Micron Technology, Inc.
ENPH / Enphase Energy, Inc.
YUMC / Yum China Holdings, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
WM / Waste Management, Inc.
MMM / 3M Company
HWM / Howmet Aerospace Inc.
TGTX / TG Therapeutics, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
SRE / Sempra
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
WMB / The Williams Companies, Inc.
PSX / Phillips 66
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
FHN / First Horizon Corporation
HCP / HashiCorp, Inc.
BLRX / BioLineRx Ltd. - Depositary Receipt (Common Stock)
IYH / iShares Trust - iShares U.S. Healthcare ETF
ZIMV / ZimVie Inc.
MPLX / MPLX LP - Limited Partnership
LMND / Lemonade, Inc.
DFAW / Dimensional ETF Trust - Dimensional World Equity ETF
BMBL / Bumble Inc.
CME / CME Group Inc.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
SLS / SELLAS Life Sciences Group, Inc.
SAM / The Boston Beer Company, Inc.
NMTC / NeuroOne Medical Technologies Corporation
TT / Trane Technologies plc
YUM / Yum! Brands, Inc.
HSIC / Henry Schein, Inc.
MRSH / Marsh & McLennan Companies, Inc.
CNI / Canadian National Railway Company
HNRG / Hallador Energy Company
OTIS / Otis Worldwide Corporation
DECK / Deckers Outdoor Corporation
RTX / RTX Corporation
HE / Hawaiian Electric Industries, Inc.
ACN / Accenture plc
WEX / WEX Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
FISV / Fiserv, Inc.
BX / Blackstone Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
CAVA / CAVA Group, Inc.
WY / Weyerhaeuser Company
ACMR / ACM Research, Inc.
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF
HAL / Halliburton Company
GOOGL / Alphabet Inc.
AEE / Ameren Corporation
VZ / Verizon Communications Inc.
GM / General Motors Company
PEP / PepsiCo, Inc.
VRT / Vertiv Holdings Co
JPM / JPMorgan Chase & Co.
NFLX / Netflix, Inc.
ASIX / AdvanSix Inc.
HBAN / Huntington Bancshares Incorporated
UWMC / UWM Holdings Corporation
UNH / UnitedHealth Group Incorporated
NUE / Nucor Corporation
CI / The Cigna Group
INCY / Incyte Corporation
BSX / Boston Scientific Corporation
DE / Deere & Company
STX / Seagate Technology Holdings plc
STLD / Steel Dynamics, Inc.
LLY / Eli Lilly and Company
QQQ / Invesco QQQ Trust, Series 1
ORCL / Oracle Corporation
MPC / Marathon Petroleum Corporation
ZTS / Zoetis Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
BKNG / Booking Holdings Inc.
DOV / Dover Corporation
VRTX / Vertex Pharmaceuticals Incorporated
WDAY / Workday, Inc.
GE / General Electric Company
CMI / Cummins Inc.
TGT / Target Corporation
PM / Philip Morris International Inc.
BMY / Bristol-Myers Squibb Company
PAYX / Paychex, Inc.
WHR / Whirlpool Corporation
JLL / Jones Lang LaSalle Incorporated
DOW / Dow Inc.
ULTA / Ulta Beauty, Inc.
CRMD / CorMedix Inc.
MO / Altria Group, Inc.
UA / Under Armour, Inc.
SCCO / Southern Copper Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
GSK / GSK plc - Depositary Receipt (Common Stock)
NGG / National Grid plc - Depositary Receipt (Common Stock)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
GTX / Garrett Motion Inc.
AEP / American Electric Power Company, Inc.
CDNS / Cadence Design Systems, Inc.
XYL / Xylem Inc.
CCI / Crown Castle Inc.
ADP / Automatic Data Processing, Inc.
ORLY / O'Reilly Automotive, Inc.
MA / Mastercard Incorporated
ABBV / AbbVie Inc.
JCI / Johnson Controls International plc
GEHC / GE HealthCare Technologies Inc.
CMS / CMS Energy Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
RBRK / Rubrik, Inc.
CSX / CSX Corporation
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
CEG / Constellation Energy Corporation
CLX / The Clorox Company
PAG / Penske Automotive Group, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
NEE / NextEra Energy, Inc.
BK / The Bank of New York Mellon Corporation
KDP / Keurig Dr Pepper Inc.
COKE / Coca-Cola Consolidated, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
DELL / Dell Technologies Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
CTVA / Corteva, Inc.
GNTX / Gentex Corporation
DD / DuPont de Nemours, Inc.
DAL / Delta Air Lines, Inc.
STE / STERIS plc
PENN / PENN Entertainment, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
EOG / EOG Resources, Inc.
EW / Edwards Lifesciences Corporation
ITRI / Itron, Inc.
MAS / Masco Corporation
BA / The Boeing Company
APD / Air Products and Chemicals, Inc.
MELI / MercadoLibre, Inc.
CMCSA / Comcast Corporation
WAB / Westinghouse Air Brake Technologies Corporation
F / Ford Motor Company
PRU / Prudential Financial, Inc.
TJX / The TJX Companies, Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
PFG / Principal Financial Group, Inc.
MDLZ / Mondelez International, Inc.
FTS / Fortis Inc.
FE / FirstEnergy Corp.
IVE / iShares Trust - iShares S&P 500 Value ETF