Market Value809,093,964
Total Holdings728
File Date2025-02-12
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)
ALLY / Ally Financial Inc.
XPO / XPO, Inc.
GNRC / Generac Holdings Inc.
ECL / Ecolab Inc.
VMC / Vulcan Materials Company
DIS / The Walt Disney Company
NTAP / NetApp, Inc.
OPEN / Opendoor Technologies Inc.
CSL / Carlisle Companies Incorporated
BAX / Baxter International Inc.
TSCO / Tractor Supply Company
ITW / Illinois Tool Works Inc.
BTX / BlackRock Innovation and Growth Term Trust
TTNP / Titan Pharmaceuticals, Inc.
ABNB / Airbnb, Inc.
WEC / WEC Energy Group, Inc.
ETN / Eaton Corporation plc
O / Realty Income Corporation
KLG / WK Kellogg Co
WAT / Waters Corporation
RJF / Raymond James Financial, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
TJX / The TJX Companies, Inc.
PUBM / PubMatic, Inc.
FLGT / Fulgent Genetics, Inc.
APPN / Appian Corporation
MEDP / Medpace Holdings, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
SYNA / Synaptics Incorporated
TWOU / 2U, Inc.
MRVI / Maravai LifeSciences Holdings, Inc.
NMTC / NeuroOne Medical Technologies Corporation
NU / Nu Holdings Ltd.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
SIRI / Sirius XM Holdings Inc.
SWAV / Shockwave Medical, Inc.
EBS / Emergent BioSolutions Inc.
AXON / Axon Enterprise, Inc.
BMBL / Bumble Inc.
HCP / HashiCorp, Inc.
BLRX / BioLineRx Ltd. - Depositary Receipt (Common Stock)
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
ORLY / O'Reilly Automotive, Inc.
MDT / Medtronic plc
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
FITB / Fifth Third Bancorp
AXP / American Express Company
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
TIP / iShares Trust - iShares TIPS Bond ETF
OKTA / Okta, Inc.
FIS / Fidelity National Information Services, Inc.
XONE / BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
SPOT / Spotify Technology S.A.
CHKP / Check Point Software Technologies Ltd.
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
LYB / LyondellBasell Industries N.V.
SKX / Skechers U.S.A., Inc.
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
GNPX / Genprex, Inc.
TTC / The Toro Company
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
HOUS / Anywhere Real Estate Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
CRNC / Cerence Inc.
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
EWBC / East West Bancorp, Inc.
SJT / San Juan Basin Royalty Trust
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PLAY / Dave & Buster's Entertainment, Inc.
ALGN / Align Technology, Inc.
FWONK / Formula One Group
ARES / Ares Management Corporation
PRHI / Presurance Holdings, Inc.
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
PUK / Prudential plc - Depositary Receipt (Common Stock)
NWL / Newell Brands Inc.
DPZ / Domino's Pizza, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
HDV / iShares Trust - iShares Core High Dividend ETF
ZBH / Zimmer Biomet Holdings, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
XOP / SPDR Series Trust - State Street SPDR S&P Oil & Gas Exploration & Production ETF
TDOC / Teladoc Health, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
WMG / Warner Music Group Corp.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
EL / The Estée Lauder Companies Inc.
BME / BlackRock Health Sciences Trust
JWN / Nordstrom, Inc.
IYT / iShares Trust - iShares U.S. Transportation ETF
BLIN / Bridgeline Digital, Inc.
HEGD / Listed Funds Trust - Swan Hedged Equity US Large Cap ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
SITE / SiteOne Landscape Supply, Inc.
GUT / The Gabelli Utility Trust
MKC / McCormick & Company, Incorporated
OSUR / OraSure Technologies, Inc.
ELF / e.l.f. Beauty, Inc.
EXR / Extra Space Storage Inc.
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
LCID / Lucid Group, Inc.
WBA / Walgreens Boots Alliance, Inc.
FCNCA / First Citizens BancShares, Inc.
IONQ / IonQ, Inc.
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
FIGS / FIGS, Inc.
PFGC / Performance Food Group Company
FVRR / Fiverr International Ltd.
CRL / Charles River Laboratories International, 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
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SOFI / SoFi Technologies, Inc.
GOOG / Alphabet Inc.
CARR / Carrier Global Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PYPL / PayPal Holdings, Inc.
OKE / ONEOK, Inc.
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
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.
CRWD / CrowdStrike Holdings, Inc.
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
SOUN / SoundHound AI, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
NEE / NextEra Energy, Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
MPLX / MPLX LP - Limited Partnership
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
UPS / United Parcel Service, Inc.
DNLI / Denali Therapeutics Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
TPSC / The Timothy Plan - Timothy Plan US Small Cap Core ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
ARCC / Ares Capital Corporation
CSCO / Cisco Systems, Inc.
DLR / Digital Realty Trust, Inc.
DNN / Denison Mines Corp.
XTRE / BondBloxx ETF Trust - BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
BRK.B / Berkshire Hathaway Inc.
XTEN / BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
AVNS / Avanos Medical, Inc.
HITI / High Tide Inc.
VST / Vistra Corp.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TEAM / Atlassian Corporation
DVN / Devon Energy Corporation
VRSK / Verisk Analytics, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
LLYVK / Liberty Live Holdings, Inc.
TWLO / Twilio Inc.
NOW / ServiceNow, Inc.
PSX / Phillips 66
UAA / Under Armour, Inc.
AL / Air Lease Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
WPC / W. P. Carey Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
MFC / Manulife Financial Corporation
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
ACN / Accenture plc
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
DHI / D.R. Horton, Inc.
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
CNI / Canadian National Railway Company
VTV / Vanguard Index Funds - Vanguard Value ETF
PNC / The PNC Financial Services Group, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
HIG / The Hartford Insurance Group, Inc.
PLUG / Plug Power Inc.
CAVA / CAVA Group, Inc.
CDNS / Cadence Design Systems, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
AMZN / Amazon.com, Inc.
KMB / Kimberly-Clark Corporation
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
DDOG / Datadog, Inc.
KBE / SPDR Series Trust - State Street SPDR S&P Bank ETF
CL / Colgate-Palmolive Company
AON / Aon plc
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
UUUU / Energy Fuels Inc.
MRVL / Marvell Technology, Inc.
INBK / First Internet Bancorp
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
DJT / Trump Media & Technology Group Corp.
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
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BILS / SPDR Series Trust - State Street SPDR Bloomberg 3-12 Month T-Bill ETF
AFL / Aflac Incorporated
OGN / Organon & Co.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
PINS / Pinterest, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
KO / The Coca-Cola Company
FTS / Fortis Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
OMC / Omnicom Group Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
STEW / SRH Total Return Fund, Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
MAS / Masco Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
TTD / The Trade Desk, Inc.
CSIQ / Canadian Solar Inc.
ASIX / AdvanSix Inc.
HTZ / Hertz Global Holdings, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
FNV / Franco-Nevada Corporation
DFAW / Dimensional ETF Trust - Dimensional World Equity ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
COKE / Coca-Cola Consolidated, Inc.
OC / Owens Corning
GLW / Corning Incorporated
GD / General Dynamics Corporation
EXPD / Expeditors International of Washington, Inc.
DFS / Discover Financial Services
NLOP / Net Lease Office Properties
INTC / Intel Corporation
AVGO / Broadcom Inc.
LOW / Lowe's Companies, Inc.
TSN / Tyson Foods, Inc.
STRL / Sterling Infrastructure, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
PLTR / Palantir Technologies Inc.
FTNT / Fortinet, Inc.
NKE / NIKE, Inc.
STZ / Constellation Brands, Inc.
META / Meta Platforms, Inc.
VKTX / Viking Therapeutics, Inc.
FSLR / First Solar, Inc.
UDR / UDR, Inc.
MCD / McDonald's Corporation
T / AT&T Inc.
VLO / Valero Energy Corporation
SPGI / S&P Global Inc.
SYK / Stryker Corporation
GWW / W.W. Grainger, Inc.
PFE / Pfizer Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AA / Alcoa Corporation
NUE / Nucor Corporation
FTRE / Fortrea Holdings Inc.
FCX / Freeport-McMoRan Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
DUK / Duke Energy Corporation
CVNA / Carvana Co.
V / Visa Inc.
KEYS / Keysight Technologies, Inc.
PPG / PPG Industries, Inc.
PATH / UiPath, Inc.
AMD / Advanced Micro Devices, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GTLB / GitLab Inc.
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
SNOW / Snowflake Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
AMGN / Amgen Inc.
SPG / Simon Property Group, Inc.
EIX / Edison International
DRLL / EA Series Trust - Strive U.S. Energy ETF
SLVM / Sylvamo Corporation
EG / Everest Group, Ltd.
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
IFF / International Flavors & Fragrances Inc.
IRM / Iron Mountain Incorporated
KBH / KB Home
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
BATRK / Atlanta Braves Holdings, Inc.
RGTI / Rigetti Computing, Inc.
AVAV / AeroVironment, Inc.
AAPL / Apple Inc.
TTWO / Take-Two Interactive Software, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
CVX / Chevron Corporation
COIN / Coinbase Global, Inc.
SBUX / Starbucks Corporation
TSLA / Tesla, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
CNP / CenterPoint Energy, Inc.
WM / Waste Management, Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
HD / The Home Depot, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
FAST / Fastenal Company
IQV / IQVIA Holdings Inc.
IBM / International Business Machines Corporation
PFFD / Global X Funds - Global X U.S. Preferred ETF
REZI / Resideo Technologies, Inc.
MRSH / Marsh & McLennan Companies, Inc.
MRK / Merck & Co., Inc.
PLD / Prologis, Inc.
TFC / Truist Financial Corporation
ICE / Intercontinental Exchange, Inc.
GILD / Gilead Sciences, Inc.
RTX / RTX Corporation
BKR / Baker Hughes Company
KIM / Kimco Realty Corporation
FFIV / F5, Inc.
DKNG / DraftKings Inc.
AIG / American International Group, Inc.
ALB / Albemarle Corporation
SLB / SLB N.V.
MU / Micron Technology, Inc.
ABT / Abbott Laboratories
SAM / The Boston Beer Company, Inc.
RBRK / Rubrik, Inc.
BAC / Bank of America Corporation
BDX / Becton, Dickinson and Company
IAU / iShares Gold Trust
SLV / iShares Silver Trust
SWKS / Skyworks Solutions, Inc.
MCO / Moody's Corporation
FICO / Fair Isaac Corporation
MET / MetLife, Inc.
CMG / Chipotle Mexican Grill, Inc.
POWI / Power Integrations, Inc.
IP / International Paper Company
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
ETR / Entergy Corporation
UA / Under Armour, Inc.
URI / United Rentals, Inc.
EXC / Exelon Corporation
DTE / DTE Energy Company
SCHW / The Charles Schwab Corporation
NXPI / NXP Semiconductors N.V.
C / Citigroup Inc.
AMH / American Homes 4 Rent
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SNA / Snap-on Incorporated
JCI / Johnson Controls International plc
CMI / Cummins Inc.
HPQ / HP Inc.
BX / Blackstone Inc.
ADBE / Adobe Inc.
VLTO / Veralto Corporation
S / SentinelOne, Inc.
CB / Chubb Limited
FANG / Diamondback Energy, Inc.
RIVN / Rivian Automotive, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
GNT / GAMCO Natural Resources, Gold & Income Trust
RPM / RPM International Inc.
XYZ / Block, Inc.
TXN / Texas Instruments Incorporated
RGLD / Royal Gold, Inc.
ROK / Rockwell Automation, Inc.
DLTR / Dollar Tree, Inc.
KFY / Korn Ferry
IRT / Independence Realty Trust, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
HE / Hawaiian Electric Industries, Inc.
MDLZ / Mondelez International, Inc.
NMM / Navios Maritime Partners L.P. - Limited Partnership
CPNG / Coupang, Inc.
MO / Altria Group, Inc.
SYY / Sysco Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
ES / Eversource Energy
APH / Amphenol Corporation
SOLV / Solventum Corporation
SRE / Sempra
KLAC / KLA Corporation
HII / Huntington Ingalls Industries, Inc.
USFD / US Foods Holding Corp.
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
DOCS / Doximity, Inc.
EDIT / Editas Medicine, Inc.
COST / Costco Wholesale Corporation
BATRA / Atlanta Braves Holdings, Inc.
EXPI / eXp World Holdings, Inc.
GNTX / Gentex Corporation
BK / The Bank of New York Mellon Corporation
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
ISRG / Intuitive Surgical, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
FHN / First Horizon Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
APPS / Digital Turbine, Inc.
AUR / Aurora Innovation, Inc.
CINF / Cincinnati Financial Corporation
LH / Labcorp Holdings Inc.
SWK / Stanley Black & Decker, Inc.
ENPH / Enphase Energy, Inc.
DOCU / DocuSign, Inc.
ZIMV / ZimVie Inc.
HAS / Hasbro, Inc.
LVS / Las Vegas Sands Corp.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SECT / Northern Lights Fund Trust IV - Main Sector Rotation ETF
CGC / Canopy Growth Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
LEA / Lear Corporation
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
MEC / Mayville Engineering Company, Inc.
CG / The Carlyle Group Inc.
MRNA / Moderna, Inc.
IR / Ingersoll Rand Inc.
CRM / Salesforce, Inc.
XFIV / BondBloxx ETF Trust - BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
TPLC / The Timothy Plan - Timothy Plan US Large/Mid Cap Core ETF
RCI / Rogers Communications Inc.
APD / Air Products and Chemicals, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
PSA / Public Storage
VHT / Vanguard World Fund - Vanguard Health Care ETF
FUBO / FuboTV Inc.
HUBB / Hubbell Incorporated
CFG / Citizens Financial Group, Inc.
SNAP / Snap Inc.
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
PH / Parker-Hannifin Corporation
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
ALLE / Allegion plc
XTWO / BondBloxx ETF Trust - BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
STE / STERIS plc
HES / Hess Corporation
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
JBL / Jabil Inc.
USB / U.S. Bancorp
RL / Ralph Lauren Corporation
ANET / Arista Networks, Inc.
KVUE / Kenvue Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
ACMR / ACM Research, Inc.
NEM / Newmont Corporation
CMA / Comerica Incorporated
VUG / Vanguard Index Funds - Vanguard Growth ETF
RGA / Reinsurance Group of America, Incorporated
CI / The Cigna Group
NVCR / NovoCure Limited
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
DGX / Quest Diagnostics Incorporated
CCL / Carnival Corporation Ltd.
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
KR / The Kroger Co.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
JPM / JPMorgan Chase & Co.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
CPAY / Corpay, Inc.
TOST / Toast, Inc.
K / Kellanova
DVY / iShares Trust - iShares Select Dividend ETF
WMS / Advanced Drainage Systems, Inc.
SSD / Simpson Manufacturing Co., Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
NOC / Northrop Grumman Corporation
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
VRTX / Vertex Pharmaceuticals Incorporated
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BBY / Best Buy Co., Inc.
LYV / Live Nation Entertainment, Inc.
ELV / Elevance Health, Inc.
CLX / The Clorox Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
EQIX / Equinix, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
UBER / Uber Technologies, Inc.
XSW / SPDR Series Trust - State Street SPDR S&P Software & Services ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
JNJ / Johnson & Johnson
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
DE / Deere & Company
BLOK / Amplify ETF Trust - Amplify Blockchain Technology ETF
NTNX / Nutanix, Inc.
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
CBOE / Cboe Global Markets, Inc.
ZTS / Zoetis Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
WFC / Wells Fargo & Company
GPK / Graphic Packaging Holding Company
BCD / abrdn ETFs - abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
GE / General Electric Company
VEEV / Veeva Systems Inc.
FISV / Fiserv, Inc.
MS / Morgan Stanley
HON / Honeywell International Inc.
NGD / New Gold Inc.
CRMD / CorMedix Inc.
INTU / Intuit Inc.
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
PLXS / Plexus Corp.
VFH / Vanguard World Fund - Vanguard Financials ETF
MELI / MercadoLibre, Inc.
IBTA / Ibotta, Inc.
CCI / Crown Castle Inc.
YUM / Yum! Brands, Inc.
LIN / Linde plc
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) Call
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
WEX / WEX Inc.
LHX / L3Harris Technologies, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
SHOP / Shopify Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
WBD / Warner Bros. Discovery, Inc.
ENFFF / Enbridge Inc. - Preferred Security
HSY / The Hershey Company
CHWY / Chewy, Inc.
GTX / Garrett Motion Inc.
SLS / SELLAS Life Sciences Group, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
JD / JD.com, Inc. - Depositary Receipt (Common Stock) Call
TPHD / The Timothy Plan - Timothy Plan High Dividend Stock ETF
XSVN / BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
ACAD / ACADIA Pharmaceuticals Inc.
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF
GEL / Genesis Energy, L.P. - Limited Partnership
RRX / Regal Rexnord Corporation
GPC / Genuine Parts Company
ADM / Archer-Daniels-Midland Company
NVDA / NVIDIA Corporation
CUBE / CubeSmart
GBTC / Grayscale Bitcoin Trust (BTC)
EFX / Equifax Inc.
UNH / UnitedHealth Group Incorporated
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
MMM / 3M Company
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
TGTX / TG Therapeutics, Inc.
SU / Suncor Energy Inc.
FOUR / Shift4 Payments, Inc.
EMR / Emerson Electric Co.
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
LMND / Lemonade, Inc.
PG / The Procter & Gamble Company
LMT / Lockheed Martin Corporation
STT / State Street Corporation
KKR / KKR & Co. Inc.
ED / Consolidated Edison, Inc.
MDXG / MiMedx Group, Inc.
QRVO / Qorvo, Inc.
CHD / Church & Dwight Co., Inc.
CRSP / CRISPR Therapeutics AG
SWBI / Smith & Wesson Brands, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ARKF / ARK ETF Trust - ARK Blockchain & Fintech Innovation ETF
BEPC / Brookfield Renewable Corporation
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
MPW / Medical Properties Trust, Inc.
CHTR / Charter Communications, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
DG / Dollar General Corporation
UPST / Upstart Holdings, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
MRO / Marathon Oil Corporation
PXD / Pioneer Natural Resources Company
VDE / Vanguard World Fund - Vanguard Energy ETF
RBA / RB Global, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
C.WSA / Citigroup, Inc.
LRCX / Lam Research Corporation
SITM / SiTime Corporation
NYCB / Flagstar Financial, Inc.
TE CONNECTIVITY LIMITED SHS (SWITZERLAND) / SHS (H84989104)
APTV / Aptiv PLC
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
CGNX / Cognex Corporation
COLB / Columbia Banking System, Inc.
INMD / InMode Ltd.
GDRX / GoodRx Holdings, Inc.
SJM / The J. M. Smucker Company
HSIC / Henry Schein, Inc.
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
CLVR / Clever Leaves Holdings Inc.
TASK / TaskUs, Inc.
RGEN / Repligen Corporation
UWMC / UWM Holdings Corporation
ETSY / Etsy, Inc.
MSFT / Microsoft Corporation
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
SSNC / SS&C Technologies Holdings, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
WELL / Welltower Inc.
CTRA / Coterra Energy Inc.
EMBC / Embecta Corp.
FDX / FedEx Corporation
CNHI / CNH Industrial N.V.
SEE / Sealed Air Corporation
HPE / Hewlett Packard Enterprise Company
PCG / PG&E Corporation
FND / Floor & Decor Holdings, Inc.
CTSH / Cognizant Technology Solutions Corporation
NTRS / Northern Trust Corporation
XHB / SPDR Series Trust - State Street SPDR S&P Homebuilders ETF
HUM / Humana Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
ROKU / Roku, Inc.
STX / Seagate Technology Holdings plc
SHAK / Shake Shack Inc.
MNST / Monster Beverage Corporation
IBKR / Interactive Brokers Group, Inc.
LDOS / Leidos Holdings, Inc.
GAP / The Gap, Inc.
CF / CF Industries Holdings, Inc.
ROP / Roper Technologies, Inc.
MXI / iShares Trust - iShares Global Materials ETF
ONCT / Oncternal Therapeutics, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
XME / SPDR Series Trust - State Street SPDR S&P Metals & Mining ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ALTG / Alta Equipment Group Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
SOXX / iShares Trust - iShares Semiconductor ETF
GEHC / GE HealthCare Technologies Inc.
CMS / CMS Energy Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CEG / Constellation Energy Corporation
CSX / CSX Corporation
PEG / Public Service Enterprise Group Incorporated
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
OTIS / Otis Worldwide Corporation
PAG / Penske Automotive Group, Inc.
CME / CME Group Inc.
MSI / Motorola Solutions, Inc.
BHF / Brighthouse Financial, Inc.
YUMC / Yum China Holdings, Inc.
COP / ConocoPhillips
KDP / Keurig Dr Pepper Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
PANW / Palo Alto Networks, Inc.
ADI / Analog Devices, Inc.
MSTR / Strategy Inc
MCK / McKesson Corporation
CTVA / Corteva, Inc.
AMT / American Tower Corporation
EXPE / Expedia Group, Inc.
EVRG / Evergy, Inc.
DD / DuPont de Nemours, Inc.
DAL / Delta Air Lines, Inc.
VRT / Vertiv Holdings Co
XOM / Exxon Mobil Corporation
DELL / Dell Technologies Inc.
TMUS / T-Mobile US, Inc.
NFLX / Netflix, Inc.
WY / Weyerhaeuser Company
AMC / AMC Entertainment Holdings, Inc.
GOOGL / Alphabet Inc.
AJG / Arthur J. Gallagher & Co.
HWM / Howmet Aerospace Inc.
PENN / PENN Entertainment, Inc.
APP / AppLovin Corporation
WMT / Walmart Inc.
MGM / MGM Resorts International
SYF / Synchrony Financial
INCY / Incyte Corporation
GRMN / Garmin Ltd.
EOG / EOG Resources, Inc.
KD / Kyndryl Holdings, Inc.
PEP / PepsiCo, Inc.
WTW / Willis Towers Watson Public Limited Company
GMED / Globus Medical, Inc.
WDC / Western Digital Corporation
AEE / Ameren Corporation
KHC / The Kraft Heinz Company
CAT / Caterpillar Inc.
VZ / Verizon Communications Inc.
GM / General Motors Company
WAB / Westinghouse Air Brake Technologies Corporation
ROST / Ross Stores, Inc.
TMO / Thermo Fisher Scientific Inc.
XEL / Xcel Energy Inc.
GGG / Graco Inc.
DECK / Deckers Outdoor Corporation
EMN / Eastman Chemical Company
HBAN / Huntington Bancshares Incorporated
BSX / Boston Scientific Corporation
EW / Edwards Lifesciences Corporation
FOXA / Fox Corporation
GIS / General Mills, Inc.
NSC / Norfolk Southern Corporation
HAL / Halliburton Company
GEV / GE Vernova Inc.
SBAC / SBA Communications Corporation
MPC / Marathon Petroleum Corporation
ORCL / Oracle Corporation
COR / Cencora, Inc.
QQQ / Invesco QQQ Trust, Series 1
LLY / Eli Lilly and Company
DOV / Dover Corporation
BKNG / Booking Holdings Inc.
CMCSA / Comcast Corporation
WDAY / Workday, Inc.
TGT / Target Corporation
ITRI / Itron, Inc.
BMY / Bristol-Myers Squibb Company
VTRS / Viatris Inc.
TRV / The Travelers Companies, Inc.
JLL / Jones Lang LaSalle Incorporated
PM / Philip Morris International Inc.
GLD / SPDR Gold Shares
WHR / Whirlpool Corporation
DOW / Dow Inc.
RACE / Ferrari N.V.
CVS / CVS Health Corporation
TT / Trane Technologies plc
UNP / Union Pacific Corporation
LNG / Cheniere Energy, Inc.
SCCO / Southern Copper Corporation
DBX / Dropbox, Inc.
F / Ford Motor Company
GSK / GSK plc - Depositary Receipt (Common Stock)
NRG / NRG Energy, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
ULTA / Ulta Beauty, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ALL / The Allstate Corporation
AMAT / Applied Materials, Inc.
WMB / The Williams Companies, Inc.
MAR / Marriott International, Inc.
AEP / American Electric Power Company, Inc.
D / Dominion Energy, Inc.
LEN / Lennar Corporation
MCHP / Microchip Technology Incorporated
AMP / Ameriprise Financial, Inc.
HL / Hecla Mining Company
ADP / Automatic Data Processing, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
KMI / Kinder Morgan, Inc.
MA / Mastercard Incorporated
ABBV / AbbVie Inc.
BA / The Boeing Company
HNRG / Hallador Energy Company
OVV / Ovintiv Inc.
PFG / Principal Financial Group, Inc.
STLD / Steel Dynamics, Inc.
VTR / Ventas, Inc.
PPL / PPL Corporation
PRU / Prudential Financial, Inc.
RSG / Republic Services, Inc.
CAH / Cardinal Health, Inc.
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
FE / FirstEnergy Corp.
GLOB / Globant S.A.
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
CBRE / CBRE Group, Inc.
COHR / Coherent Corp.
FNF / Fidelity National Financial, Inc.
TRGP / Targa Resources Corp.
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
EQT / EQT Corporation