Market Value3,058,684,205
Total Holdings593
File Date2025-02-14
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)
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
CR / Crane Company
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
MNST / Monster Beverage Corporation
SYY / Sysco Corporation
STX / Seagate Technology Holdings plc
LRCX / Lam Research Corporation
BMO / Bank of Montreal
LOW / Lowe's Companies, Inc.
SRE / Sempra
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
CSX / CSX Corporation
BALL / Ball Corporation
C / Citigroup Inc.
AVGO / Broadcom Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
WAT / Waters Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
DIAL / Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TEL / TE Connectivity plc
WAB / Westinghouse Air Brake Technologies Corporation
K / Kellanova
CDAY / Ceridian HCM Holding Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
MCO / Moody's Corporation
WRAP / Wrap Technologies, Inc.
FCX / Freeport-McMoRan Inc.
V / Visa Inc.
HLT / Hilton Worldwide Holdings Inc.
CRM / Salesforce, Inc.
MDLZ / Mondelez International, Inc.
BDX / Becton, Dickinson and Company
ICE / Intercontinental Exchange, Inc.
IDXX / IDEXX Laboratories, Inc.
NEM / Newmont Corporation
ATMU / Atmus Filtration Technologies Inc.
OSK / Oshkosh Corporation
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
GS / The Goldman Sachs Group, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
PSA / Public Storage
BR / Broadridge Financial Solutions, Inc.
MPWR / Monolithic Power Systems, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
TXN / Texas Instruments Incorporated
UPS / United Parcel Service, Inc.
FANG / Diamondback Energy, Inc.
USB / U.S. Bancorp
SBUX / Starbucks Corporation
SF / Stifel Financial Corp.
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
FI / Fiserv, Inc.
GNRC / Generac Holdings Inc.
BAC / Bank of America Corporation
GAB / The Gabelli Equity Trust Inc.
MOH / Molina Healthcare, Inc.
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
SLB / SLB N.V.
ACGL / Arch Capital Group Ltd.
IRM / Iron Mountain Incorporated
TFC / Truist Financial Corporation
CB / Chubb Limited
DLR / Digital Realty Trust, Inc.
CBRE / CBRE Group, Inc.
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
JBL / Jabil Inc.
MCD / McDonald's Corporation
ADV / Advantage Solutions Inc.
ILMN / Illumina, Inc.
KVUE / Kenvue Inc.
BRO / Brown & Brown, Inc.
WM / Waste Management, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VRTX / Vertex Pharmaceuticals Incorporated
VLTO / Veralto Corporation
CTVA / Corteva, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
COST / Costco Wholesale Corporation
MU / Micron Technology, Inc.
CAT / Caterpillar Inc.
PEG / Public Service Enterprise Group Incorporated
OBDC / Blue Owl Capital Corporation
AFG / American Financial Group, Inc.
ADSK / Autodesk, Inc.
EXC / Exelon Corporation
PCAR / PACCAR Inc
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DVN / Devon Energy Corporation
OEF / iShares Trust - iShares S&P 100 ETF Call
ACN / Accenture plc
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
DLTR / Dollar Tree, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
KMI / Kinder Morgan, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BIIB / Biogen Inc.
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SPGI / S&P Global Inc.
GPK / Graphic Packaging Holding Company
AON / Aon plc
J / Jacobs Solutions Inc.
GEV / GE Vernova Inc.
LUMN / Lumen Technologies, Inc.
MDT / Medtronic plc
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
FDX / FedEx Corporation
AIZ / Assurant, Inc.
ABBV / AbbVie Inc.
MBB / iShares Trust - iShares MBS ETF
LIN / Linde plc
AMZN / Amazon.com, Inc.
TGT / Target Corporation
IYY / iShares Trust - iShares Dow Jones U.S. ETF
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
ETR / Entergy Corporation
AFL / Aflac Incorporated
ITT / ITT Inc.
PINS / Pinterest, Inc.
PM / Philip Morris International Inc.
PLD / Prologis, Inc.
LRCX / Lam Research Corporation
SPY / State Street SPDR S&P 500 ETF Trust
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SPY / State Street SPDR S&P 500 ETF Trust Call
NKE / NIKE, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) Call
HWKN / Hawkins, Inc.
PRU / Prudential Financial, Inc.
GPI / Group 1 Automotive, Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
COP / ConocoPhillips
IWN / iShares Trust - iShares Russell 2000 Value ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
LNG / Cheniere Energy, Inc.
AES / The AES Corporation
AAPL / Apple Inc.
MELI / MercadoLibre, Inc.
EL / The Estée Lauder Companies Inc.
TJX / The TJX Companies, Inc.
VZ / Verizon Communications Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
RMD / ResMed Inc.
OTTR / Otter Tail Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
AVB / AvalonBay Communities, Inc.
IBIT / iShares Bitcoin Trust ETF
HBAN / Huntington Bancshares Incorporated
FIS / Fidelity National Information Services, Inc.
IBKR / Interactive Brokers Group, Inc.
BMA / Banco Macro S.A. - Depositary Receipt (Common Stock)
APD / Air Products and Chemicals, Inc.
LNT / Alliant Energy Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
CCL / Carnival Corporation Ltd.
OXY / Occidental Petroleum Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
EW / Edwards Lifesciences Corporation
TSLA / Tesla, Inc.
NOW / ServiceNow, Inc.
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
GBTC / Grayscale Bitcoin Trust (BTC)
GOOGL / Alphabet Inc.
NUE / Nucor Corporation
BA / The Boeing Company
AMD / Advanced Micro Devices, Inc. Call
RGLD / Royal Gold, Inc. Call
AMPLIFY ETF TR / CALL Call (032108902)
TRUMP MEDIA & TECHNOLOGY GRO / PUT Put (25400Q955)
WMT / Walmart Inc.
SYF / Synchrony Financial
AMP / Ameriprise Financial, Inc.
TTWO / Take-Two Interactive Software, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
KEY / KeyCorp
DELL / Dell Technologies Inc.
IART / Integra LifeSciences Holdings Corporation
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
CPRT / Copart, Inc.
DTE / DTE Energy Company
SHW / The Sherwin-Williams Company
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
UNP / Union Pacific Corporation
CHD / Church & Dwight Co., Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SNPS / Synopsys, Inc.
GGAL / Grupo Financiero Galicia S.A. - Depositary Receipt (Common Stock)
AWK / American Water Works Company, Inc.
RACE / Ferrari N.V.
ZTS / Zoetis Inc.
WFC / Wells Fargo & Company
SPG / Simon Property Group, Inc.
META / Meta Platforms, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
VST / Vistra Corp.
PFE / Pfizer Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
AMCR / Amcor plc
AJG / Arthur J. Gallagher & Co.
ATOS / Atossa Therapeutics, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
EFX / Equifax Inc.
CSGP / CoStar Group, Inc.
SYK / Stryker Corporation
GLW / Corning Incorporated
VTR / Ventas, Inc.
GIS / General Mills, Inc.
EOG / EOG Resources, Inc.
ANET / Arista Networks, Inc.
VLO / Valero Energy Corporation
HWM / Howmet Aerospace Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
RTX / RTX Corporation
DIS / The Walt Disney Company
DE / Deere & Company
KR / The Kroger Co.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
AMPLIFY ETF TR / AMPLIFY ALTERNAT (032108631)
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
AHR / American Healthcare REIT, Inc.
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
SIL / Global X Funds - Global X Silver Miners ETF
IFF / International Flavors & Fragrances Inc.
QGRW / WisdomTree Trust - WisdomTree U.S. Quality Growth Fund
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
BBY / Best Buy Co., Inc.
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
BDN / Brandywine Realty Trust
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
RCM / R1 RCM Inc.
EIS / iShares, Inc. - iShares MSCI Israel ETF
WTAI / WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund
TYO / Direxion Shares ETF Trust - Direxion Daily 7-10 Year Treasury Bear 3X Shares
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
REET / iShares Trust - iShares Global REIT ETF
DAPP / VanEck ETF Trust - VanEck Digital Transformation ETF
SOXX / iShares Trust - iShares Semiconductor ETF
WDIV / SPDR Index Shares Funds - State Street SPDR S&P Global Dividend ETF
KMX / CarMax, Inc.
CMF / iShares Trust - iShares California Muni Bond ETF
WPC / W. P. Carey Inc.
FM / iShares, Inc. - iShares Frontier and Select EM ETF
FND / Floor & Decor Holdings, Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
BLDR / Builders FirstSource, Inc.
DFJ / WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
POOL / Pool Corporation
OMC / Omnicom Group Inc.
ITEQ / Amplify ETF Trust - Amplify BlueStar Israel Technology ETF
WCBR / WisdomTree Trust - WisdomTree Cybersecurity Fund
GNOM / Global X Funds - Global X Genomics & Biotechnology ETF
BFB / Brown-Forman Corp. - Class B
WMB / The Williams Companies, Inc.
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
AMG / Affiliated Managers Group, Inc.
CFG / Citizens Financial Group, Inc.
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GTLB / GitLab Inc.
BBAR / Banco BBVA Argentina S.A. - Depositary Receipt (Common Stock)
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF
ALGN / Align Technology, Inc.
SLV / iShares Silver Trust
DG / Dollar General Corporation
CHTR / Charter Communications, Inc.
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
KMB / Kimberly-Clark Corporation
NVDA / NVIDIA Corporation
AWR / American States Water Company
AME / AMETEK, Inc.
FAST / Fastenal Company
TQQQ / ProShares Trust - ProShares UltraPro QQQ
BK / The Bank of New York Mellon Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MRNA / Moderna, Inc.
FTNT / Fortinet, Inc.
Z / Zillow Group, Inc.
RH / RH
ESTA / Establishment Labs Holdings Inc.
QDEL / QuidelOrtho Corporation
SSD / Simpson Manufacturing Co., Inc.
ICLR / ICON Public Limited Company
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
OKE / ONEOK, Inc.
HSIC / Henry Schein, Inc.
MAIN / Main Street Capital Corporation
AVY / Avery Dennison Corporation
ZION / Zions Bancorporation, National Association
YPF / YPF Sociedad Anónima - Depositary Receipt (Common Stock)
STLD / Steel Dynamics, Inc.
PTY / PIMCO Corporate & Income Opportunity Fund
ARKB / ARK 21Shares Bitcoin ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
TT / Trane Technologies plc
COR / Cencora, Inc.
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
BKNG / Booking Holdings Inc.
EQIX / Equinix, Inc.
SCHW / The Charles Schwab Corporation
VRSK / Verisk Analytics, Inc.
UAL / United Airlines Holdings, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MSFT / Microsoft Corporation Call
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
PLTR / Palantir Technologies Inc.
KHC / The Kraft Heinz Company
CME / CME Group Inc.
OEF / iShares Trust - iShares S&P 100 ETF Call
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
ITW / Illinois Tool Works Inc.
MRK / Merck & Co., Inc.
SHOP / Shopify Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BRK.B / Berkshire Hathaway Inc.
KO / The Coca-Cola Company
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
UDR / UDR, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
UNH / UnitedHealth Group Incorporated
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SPYX / SPDR Series Trust - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
CDW / CDW Corporation
MGEE / MGE Energy, Inc.
BLK / BlackRock, Inc.
ORCL / Oracle Corporation
PSX / Phillips 66
CPAY / Corpay, Inc.
AAPL / Apple Inc. Put
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
BRKR / Bruker Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
MTB / M&T Bank Corporation
A / Agilent Technologies, Inc.
WRB / W. R. Berkley Corporation
KLAC / KLA Corporation
RSG / Republic Services, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
XOM / Exxon Mobil Corporation
DKS / DICK'S Sporting Goods, Inc.
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VFC / V.F. Corporation
HPQ / HP Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
URA / Global X Funds - Global X Uranium ETF
ET / Energy Transfer LP - Limited Partnership
EWBC / East West Bancorp, Inc.
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
ARE / Alexandria Real Estate Equities, Inc.
IXC / iShares Trust - iShares Global Energy ETF
GRMN / Garmin Ltd.
HPP / Hudson Pacific Properties, Inc.
S / SentinelOne, Inc.
BN / Brookfield Corporation
CMI / Cummins Inc.
SNSR / Global X Funds - Global X Internet of Things ETF
GPN / Global Payments Inc.
BXP / Boston Properties, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
IAU / iShares Gold Trust
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
TSCO / Tractor Supply Company
VMC / Vulcan Materials Company
WBA / Walgreens Boots Alliance, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
IYT / iShares Trust - iShares U.S. Transportation ETF
WSM / Williams-Sonoma, Inc.
GWW / W.W. Grainger, Inc.
PFG / Principal Financial Group, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
ELV / Elevance Health, Inc.
EXAS / Exact Sciences Corporation
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
DXCM / DexCom, Inc.
CTSH / Cognizant Technology Solutions Corporation
ETN / Eaton Corporation plc
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
LMT / Lockheed Martin Corporation
XT / iShares Trust - iShares Future Exponential Technologies ETF
EVX / VanEck ETF Trust - VanEck Environmental Services ETF
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
INTC / Intel Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
QCOM / QUALCOMM Incorporated
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
REGN / Regeneron Pharmaceuticals, Inc.
JPXN / iShares Trust - iShares JPX-Nikkei 400 ETF
AEIS / Advanced Energy Industries, Inc.
TY / Tri-Continental Corporation
BX / Blackstone Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
JNPR / Juniper Networks, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TRV / The Travelers Companies, Inc.
JNJ / Johnson & Johnson
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
BC / Brunswick Corporation
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August
KRC / Kilroy Realty Corporation
AXP / American Express Company
SEMI / Columbia ETF Trust I - Columbia Select Technology ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DVY / iShares Trust - iShares Select Dividend ETF
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
ATI / ATI Inc.
NTGR / NETGEAR, Inc.
DOW / Dow Inc.
HSY / The Hershey Company
ABNB / Airbnb, Inc.
VRSN / VeriSign, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
ADI / Analog Devices, Inc.
IXN / iShares Trust - iShares Global Tech ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
GPC / Genuine Parts Company
LYB / LyondellBasell Industries N.V.
CVS / CVS Health Corporation
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
APH / Amphenol Corporation
LVS / Las Vegas Sands Corp.
CF / CF Industries Holdings, Inc.
D / Dominion Energy, Inc.
RCL / Royal Caribbean Cruises Ltd.
TRGP / Targa Resources Corp.
SO / The Southern Company
IDRV / iShares Trust - iShares Self-Driving EV and Tech ETF
IR / Ingersoll Rand Inc.
BAX / Baxter International Inc.
LEN / Lennar Corporation
AIG / American International Group, Inc.
GE / General Electric Company
ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF
GHYG / iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF
MCHP / Microchip Technology Incorporated
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
C.WSA / Citigroup, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
CVX / Chevron Corporation
GILD / Gilead Sciences, Inc.
IDNA / iShares Trust - iShares Genomics Immunology and Healthcare ETF
DHR / Danaher Corporation
DFS / Discover Financial Services
O / Realty Income Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PNC / The PNC Financial Services Group, Inc.
ON / ON Semiconductor Corporation
MLM / Martin Marietta Materials, Inc.
GD / General Dynamics Corporation
PEP / PepsiCo, Inc.
CE / Celanese Corporation
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
RLY / SPDR Series Trust - State Street Multi-Asset Real Return ETF
MMM / 3M Company
DUK / Duke Energy Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
INTU / Intuit Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PWR / Quanta Services, Inc.
MRVL / Marvell Technology, Inc.
CDNS / Cadence Design Systems, Inc.
BMY / Bristol-Myers Squibb Company
STZ / Constellation Brands, Inc.
VRAR / The Glimpse Group, Inc.
BRK.A / Berkshire Hathaway Inc.
FE / FirstEnergy Corp.
CMS / CMS Energy Corporation
VCEL / Vericel Corporation
AMT / American Tower Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
MSCI / MSCI Inc.
WEC / WEC Energy Group, Inc.
HES / Hess Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
TTD / The Trade Desk, Inc.
MMC / Marsh & McLennan Companies, Inc.
HAL / Halliburton Company
AMD / Advanced Micro Devices, Inc.
CL / Colgate-Palmolive Company
LHX / L3Harris Technologies, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
PH / Parker-Hannifin Corporation
LLY / Eli Lilly and Company
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
GLOF / iShares Trust - iShares Global Equity Factor ETF
CCI / Crown Castle Inc.
IP / International Paper Company
ORLY / O'Reilly Automotive, Inc.
NVT / nVent Electric plc
ECL / Ecolab Inc.
TDG / TransDigm Group Incorporated
ROST / Ross Stores, Inc.
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
MRO / Marathon Oil Corporation
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
HD / The Home Depot, Inc.
UBER / Uber Technologies, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
ADP / Automatic Data Processing, Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
FBIN / Fortune Brands Innovations, Inc.
F / Ford Motor Company
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
OC / Owens Corning
ADBE / Adobe Inc.
ANSS / ANSYS, Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
SPY / State Street SPDR S&P 500 ETF Trust Put
ISRG / Intuitive Surgical, Inc.
EMR / Emerson Electric Co.
NIC / Nicolet Bankshares, Inc.
MCD / McDonald's Corporation Call
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
NXPI / NXP Semiconductors N.V.
EVRG / Evergy, Inc.
ABT / Abbott Laboratories
ODFL / Old Dominion Freight Line, Inc.
CSCO / Cisco Systems, Inc.
JPM / JPMorgan Chase & Co.
MET / MetLife, Inc.
MGM / MGM Resorts International
HIG / The Hartford Insurance Group, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NDAQ / Nasdaq, Inc.
CAH / Cardinal Health, Inc.
PHM / PulteGroup, Inc.
WLY / John Wiley & Sons, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
QEFA / SPDR Index Shares Funds - State Street SPDR MSCI EAFE StrategicFactors ETF
MAR / Marriott International, Inc.
STE / STERIS plc
PG / The Procter & Gamble Company
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
XEL / Xcel Energy Inc.
JEF / Jefferies Financial Group Inc.
TPR / Tapestry, Inc.
NSC / Norfolk Southern Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
MA / Mastercard Incorporated
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
EIX / Edison International
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
CLOV / Clover Health Investments, Corp.
MPC / Marathon Petroleum Corporation
BSX / Boston Scientific Corporation
MCK / McKesson Corporation
OGE / OGE Energy Corp.
ROP / Roper Technologies, Inc.
CRWD / CrowdStrike Holdings, Inc.
AMGN / Amgen Inc.
UNM / Unum Group
CENTA / Central Garden & Pet Company
PODD / Insulet Corporation
IT / Gartner, Inc.
GEHC / GE HealthCare Technologies Inc.
URBN / Urban Outfitters, Inc.
DHI / D.R. Horton, Inc.
RJF / Raymond James Financial, Inc.
WELL / Welltower Inc.
NVDU / Direxion Shares ETF Trust - Direxion Daily NVDA Bull 2X ETF
TECH / Bio-Techne Corporation
DAL / Delta Air Lines, Inc.
EBAY / eBay Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
CARR / Carrier Global Corporation
PYPL / PayPal Holdings, Inc.
EXR / Extra Space Storage Inc.
FITB / Fifth Third Bancorp
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
AXON / Axon Enterprise, Inc.
CLOI / VanEck ETF Trust - VanEck CLO ETF
FNF / Fidelity National Financial, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
CI / The Cigna Group
ASB / Associated Banc-Corp
IBB / iShares Trust - iShares Biotechnology ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
CMA / Comerica Incorporated
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
GLD / SPDR Gold Shares
JCI / Johnson Controls International plc
TMUS / T-Mobile US, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
NOC / Northrop Grumman Corporation
GOOG / Alphabet Inc.
KDP / Keurig Dr Pepper Inc.
CMCSA / Comcast Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PAYX / Paychex, Inc.
DCRE / Doubleline ETF Trust - DoubleLine Commercial Real Estate Debt ETF
QQQ / Invesco QQQ Trust, Series 1
MO / Altria Group, Inc.
COF / Capital One Financial Corporation
CNC / Centene Corporation
NFLX / Netflix, Inc.
NVDY / Tidal Trust II - YieldMax NVDA Option Income Strategy ETF
TMO / Thermo Fisher Scientific Inc.
ALL / The Allstate Corporation
XYZ / Block, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
CMG / Chipotle Mexican Grill, Inc.
URI / United Rentals, Inc.
AEE / Ameren Corporation
HON / Honeywell International Inc.
HUM / Humana Inc.
DD / DuPont de Nemours, Inc.
MTD / Mettler-Toledo International Inc.
LULU / lululemon athletica inc.
IQV / IQVIA Holdings Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
IBM / International Business Machines Corporation
WBS / Webster Financial Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ADM / Archer-Daniels-Midland Company
NTRS / Northern Trust Corporation
CPS / Cooper-Standard Holdings Inc.
PCG / PG&E Corporation
STT / State Street Corporation
MS / Morgan Stanley
HCA / HCA Healthcare, Inc.
OTIS / Otis Worldwide Corporation
GM / General Motors Company
PGR / The Progressive Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
NEE / NextEra Energy, Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
ROK / Rockwell Automation, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
WBD / Warner Bros. Discovery, Inc.
AEP / American Electric Power Company, Inc.
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
ARCC / Ares Capital Corporation
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
STWD / Starwood Property Trust, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
TSN / Tyson Foods, Inc.
PANW / Palo Alto Networks, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
AMAT / Applied Materials, Inc.
BKR / Baker Hughes Company
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
CTAS / Cintas Corporation
LNC / Lincoln National Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
AZO / AutoZone, Inc.
MSI / Motorola Solutions, Inc.
CEG / Constellation Energy Corporation
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ES / Eversource Energy
T / AT&T Inc.
KKR / KKR & Co. Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
DOC / Healthpeak Properties, Inc.
EXPD / Expeditors International of Washington, Inc.
FHN / First Horizon Corporation