Market Value4,275,479,682
Total Holdings749
File Date2025-05-02
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)
IDXX / IDEXX Laboratories, Inc.
RACE / Ferrari N.V.
MET / MetLife, Inc.
CMG / Chipotle Mexican Grill, Inc.
FANG / Diamondback Energy, Inc.
EOD / Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund
J / Jacobs Solutions Inc.
WHR / Whirlpool Corporation
HIMS / Hims & Hers Health, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
EIM / Eaton Vance Municipal Bond Fund
WMB / The Williams Companies, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ENSG / The Ensign Group, Inc.
UFPT / UFP Technologies, Inc.
MRK / Merck & Co., Inc.
CORT / Corcept Therapeutics Incorporated
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November
CRH / CRH plc
BDJ / BlackRock Enhanced Equity Dividend Trust
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
MTRN / Materion Corporation
TSLX / Sixth Street Specialty Lending, Inc.
CUB / Lionheart Holdings
HCA / HCA Healthcare, Inc.
BX / Blackstone Inc.
CCI / Crown Castle Inc.
CARR / Carrier Global Corporation
STE / STERIS plc
TXT / Textron Inc.
PAGP / Plains GP Holdings, L.P. - Limited Partnership
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
KVYO / Klaviyo, Inc.
APLD / Applied Digital Corporation
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
XYL / Xylem Inc.
WCN / Waste Connections, Inc.
IXN / iShares Trust - iShares Global Tech ETF
URI / United Rentals, Inc.
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
INCY / Incyte Corporation
AMPH / Amphastar Pharmaceuticals, Inc.
EQR / Equity Residential
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
CPRX / Catalyst Pharmaceuticals, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ZTR / Virtus Global Dividend & Income Fund Inc.
CRWD / CrowdStrike Holdings, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
NFLX / Netflix, Inc.
EFSC / Enterprise Financial Services Corp
V / Visa Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IBB / iShares Trust - iShares Biotechnology ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
WST / West Pharmaceutical Services, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
APTV / Aptiv PLC
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
CAF / Morgan Stanley China A Share Fund, Inc.
PNR / Pentair plc
BSTZ / BlackRock Science and Technology Term Trust
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
CP / Canadian Pacific Kansas City Limited
CAG / Conagra Brands, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IYM / iShares Trust - iShares U.S. Basic Materials ETF
CRDO / Credo Technology Group Holding Ltd
HON / Honeywell International Inc.
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
ACGL / Arch Capital Group Ltd.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
TIP / iShares Trust - iShares TIPS Bond ETF
ALC / Alcon Inc.
ORLY / O'Reilly Automotive, Inc.
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
TGB / Taseko Mines Limited
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ADBE / Adobe Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
KTF / DWS Municipal Income Trust
MUC / BlackRock MuniHoldings California Quality Fund, Inc.
VST / Vistra Corp.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
NVDA / NVIDIA Corporation
DUOL / Duolingo, Inc.
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
USFD / US Foods Holding Corp.
AEM / Agnico Eagle Mines Limited
GPAT / GP-Act III Acquisition Corp.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
HPE / Hewlett Packard Enterprise Company
PG / The Procter & Gamble Company
NU / Nu Holdings Ltd.
ANIX / Anixa Biosciences, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
ATO / Atmos Energy Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
DOW / Dow Inc.
GWW / W.W. Grainger, Inc.
NDAQ / Nasdaq, Inc.
META / Meta Platforms, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
IWB / iShares Trust - iShares Russell 1000 ETF
KDP / Keurig Dr Pepper Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
SOI / Solaris Oilfield Infrastructure, Inc.
FERG / Ferguson Enterprises Inc.
MMM / 3M Company
VKI / Invesco Advantage Municipal Income Trust II
PRCH / Porch Group, Inc.
GBCI / Glacier Bancorp, Inc.
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
VITL / Vital Farms, Inc.
QCOM / QUALCOMM Incorporated
KNSL / Kinsale Capital Group, Inc.
AMBP / Ardagh Metal Packaging S.A.
NEE.PRR / NextEra Energy, Inc. - Preferred Security
HQY / HealthEquity, Inc.
ADUS / Addus HomeCare Corporation
OSBC / Old Second Bancorp, Inc.
LH / Labcorp Holdings Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
BDC / Belden Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
TAP / Molson Coors Beverage Company
TER / Teradyne, Inc.
DFS / Discover Financial Services
CSCO / Cisco Systems, Inc.
PLD / Prologis, Inc.
HBAN / Huntington Bancshares Incorporated
EQV / EQV Ventures Acquisition Corp.
EWC / iShares, Inc. - iShares MSCI Canada ETF
OGN / Organon & Co.
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
FLYW / Flywire Corporation
CI / The Cigna Group
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
DEA / Easterly Government Properties, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ZM / Zoom Communications, Inc.
INVESCO QQQ TR / CALL Call (46090E903)
INVESCO QQQ TR / PUT Put (46090E953)
ANF / Abercrombie & Fitch Co.
HOND / HCM II Acquisition Corp.
SWKS / Skyworks Solutions, Inc.
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
MTBA / Simplify Exchange Traded Funds - Simplify MBS ETF
PBF / PBF Energy Inc.
DYCQ / DT Cloud Acquisition Corporation
IQI / Invesco Quality Municipal Income Trust
PDCO / Patterson Companies, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
LODE / Comstock Inc.
IR / Ingersoll Rand Inc.
GIS / General Mills, Inc.
MUI / BlackRock Municipal Income Fund, Inc.
/ Aimfinity Investment Corp I
GDDY / GoDaddy Inc.
IIPR / Innovative Industrial Properties, Inc.
MC / Moelis & Company
HOG / Harley-Davidson, Inc.
NNN / NNN REIT, Inc.
CARG / CarGurus, Inc.
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
CLM / Cornerstone Strategic Investment Fund, Inc.
FTV / Fortive Corporation
KNX / Knight-Swift Transportation Holdings Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
APPF / AppFolio, Inc.
AZPN / Aspen Technology, Inc.
PCTY / Paylocity Holding Corporation
TSEM / Tower Semiconductor Ltd.
TEX / Terex Corporation
WRBY / Warby Parker Inc.
PRIM / Primoris Services Corporation
EIX / Edison International
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
RVLV / Revolve Group, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
ALKT / Alkami Technology, Inc.
OWL / Blue Owl Capital Inc.
GOGL / Golden Ocean Group Limited
SYY / Sysco Corporation
BMEZ / BlackRock Health Sciences Term Trust
ALAB / Astera Labs, Inc.
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
ALF / Centurion Acquisition Corp.
NETD / Nabors Energy Transition Corp. II
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
ECAT / BlackRock ESG Capital Allocation Term Trust
PYPL / PayPal Holdings, Inc.
CMPX / Compass Therapeutics, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
GLAC / Global Lights Acquisition Corp
WY / Weyerhaeuser Company
FIBK / First Interstate BancSystem, Inc.
ECG / Everus Construction Group, Inc.
TDG / TransDigm Group Incorporated
AS / Amer Sports, Inc.
JEQ / Abrdn Japan Equity Fund Inc
DMF / BNY Mellon Municipal Income, Inc.
TLS / Telos Corporation
DLR / Digital Realty Trust, Inc.
FCN / FTI Consulting, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
BERY / Berry Global Group, Inc.
BSII / Black Spade Acquisition II Co
CC / The Chemours Company
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
CMI / Cummins Inc.
COST / Costco Wholesale Corporation
INTC / Intel Corporation
PB / Prosperity Bancshares, Inc.
STRL / Sterling Infrastructure, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
MO / Altria Group, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
DGX / Quest Diagnostics Incorporated
NKE / NIKE, Inc.
BA / The Boeing Company
CLX / The Clorox Company
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PFE / Pfizer Inc.
TROW / T. Rowe Price Group, Inc.
EXLS / ExlService Holdings, Inc.
EMN / Eastman Chemical Company
MDLZ / Mondelez International, Inc.
ENFFF / Enbridge Inc. - Preferred Security
ABT / Abbott Laboratories
ELF / e.l.f. Beauty, Inc.
GTLS / Chart Industries, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
ZTS / Zoetis Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
IBM / International Business Machines Corporation
MSFT / Microsoft Corporation
CACI / CACI International Inc
AMD / Advanced Micro Devices, Inc.
LEGT / Legato Merger Corp. III
PAYX / Paychex, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
NSC / Norfolk Southern Corporation
WIA / Western Asset Inflation-Linked Income Fund
LRN / Stride, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
BUI / BlackRock Utilities, Infrastructure & Power Opportunities Trust
A / Agilent Technologies, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
ARKB / ARK 21Shares Bitcoin ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
AMP / Ameriprise Financial, Inc.
ELV / Elevance Health, Inc.
MPC / Marathon Petroleum Corporation
SBRA / Sabra Health Care REIT, Inc.
HPQ / HP Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
SOLV / Solventum Corporation
QTWO / Q2 Holdings, Inc.
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
MYN / BlackRock MuniYield New York Quality Fund, Inc.
MUSI / American Century ETF Trust - American Century Multisector Income ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
HURN / Huron Consulting Group Inc.
BFK / BlackRock Municipal Income Trust
MVT / BlackRock MuniVest Fund II, Inc.
NAD / Nuveen Quality Municipal Income Fund
BR / Broadridge Financial Solutions, Inc.
AAM / AA Mission Acquisition Corp.
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
WTW / Willis Towers Watson Public Limited Company
NVDA / NVIDIA Corporation Put
BKNG / Booking Holdings Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
EW / Edwards Lifesciences Corporation
REGN / Regeneron Pharmaceuticals, Inc.
AFL / Aflac Incorporated
AAPL / Apple Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CDNS / Cadence Design Systems, Inc.
FCX / Freeport-McMoRan Inc.
SVCC / Stellar V Capital Corp.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
BIGZ / BlackRock Innovation and Growth Term Trust
LHX / L3Harris Technologies, Inc.
MPWR / Monolithic Power Systems, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
AZO / AutoZone, Inc.
WSO / Watsco, Inc.
PWR / Quanta Services, Inc.
PKG / Packaging Corporation of America
IYW / iShares Trust - iShares U.S. Technology ETF
CAT / Caterpillar Inc.
FIS / Fidelity National Information Services, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
ACN / Accenture plc
CL / Colgate-Palmolive Company
MDT / Medtronic plc
DDOG / Datadog, Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IAU / iShares Gold Trust
BRK.A / Berkshire Hathaway Inc.
WMT / Walmart Inc.
APLE / Apple Hospitality REIT, Inc.
CPNG / Coupang, Inc.
GD / General Dynamics Corporation
CRM / Salesforce, Inc.
ANSC / Agriculture & Natural Solutions Acquisition Corporation
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
PLMR / Palomar Holdings, Inc.
USB / U.S. Bancorp
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
D / Dominion Energy, Inc.
TEM / Tempus AI, Inc.
PAYC / Paycom Software, Inc.
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
LLY / Eli Lilly and Company
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
GPN / Global Payments Inc.
KMB / Kimberly-Clark Corporation
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
DT / Dynatrace, Inc.
PRU / Prudential Financial, Inc.
UNP / Union Pacific Corporation
TDF / Templeton Dragon Fund, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MSI / Motorola Solutions, Inc.
UTI / Universal Technical Institute, Inc.
AEP / American Electric Power Company, Inc.
TFC / Truist Financial Corporation
ETO / Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
RGLD / Royal Gold, Inc.
HOOD / Robinhood Markets, Inc.
GXO / GXO Logistics, Inc.
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
TAVI / Tavia Acquisition Corp.
GILD / Gilead Sciences, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
HTGC / Hercules Capital, Inc.
CPAY / Corpay, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
PRGS / Progress Software Corporation
DPG / Duff & Phelps Utility and Infrastructure Fund Inc.
HOMB / Home BancShares, Inc.
NEE / NextEra Energy, Inc.
RELY / Remitly Global, Inc.
IBCP / Independent Bank Corporation
LPLA / LPL Financial Holdings Inc.
FIX / Comfort Systems USA, Inc.
VRRM / Verra Mobility Corporation
BKHA / Black Hawk Acquisition Corporation
SEMR / Semrush Holdings, Inc.
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
CAVA / CAVA Group, Inc.
LULU / lululemon athletica inc.
LRFC / Logan Ridge Finance Corporation
GDYN / Grid Dynamics Holdings, Inc.
JAMF / Jamf Holding Corp.
DRI / Darden Restaurants, Inc.
MNDY / monday.com Ltd.
VGM / Invesco Trust for Investment Grade Municipals
AX / Axos Financial, Inc.
ARES / Ares Management Corporation
NVG / Nuveen AMT-Free Municipal Credit Income Fund
CHWY / Chewy, Inc.
FSHP / Flag Ship Acquisition Corporation
RMBS / Rambus Inc.
TW / Tradeweb Markets Inc.
KGC / Kinross Gold Corporation
CHEB / Chenghe Acquisition II Co.
IROH / Iron Horse Acquisitions Corp.
GRBK / Green Brick Partners, Inc.
WDAY / Workday, Inc.
HYAC / Haymaker Acquisition Corp. 4
UBS / UBS Group AG
HNW / Pioneer Diversified High Income Fund, Inc.
LNTH / Lantheus Holdings, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
MCHP / Microchip Technology Incorporated
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
MS / Morgan Stanley
IT / Gartner, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
ISRG / Intuitive Surgical, Inc.
WPM / Wheaton Precious Metals Corp.
AER / AerCap Holdings N.V.
ADP / Automatic Data Processing, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
PEP / PepsiCo, Inc.
GOOG / Alphabet Inc.
DUK / Duke Energy Corporation
FINS / Angel Oak Financial Strategies Income Term Trust
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
CW / Curtiss-Wright Corporation
ADM / Archer-Daniels-Midland Company
KKR / KKR & Co. Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VLO / Valero Energy Corporation
CVX / Chevron Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
CMCSA / Comcast Corporation
JNJ / Johnson & Johnson
T / AT&T Inc.
LIN / Linde plc
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
EQIX / Equinix, Inc.
BGY / BlackRock Enhanced International Dividend Trust
TRV / The Travelers Companies, Inc.
EXEL / Exelixis, Inc.
OMC / Omnicom Group Inc.
VTR / Ventas, Inc.
YUM / Yum! Brands, Inc.
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
SHOP / Shopify Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
CBOE / Cboe Global Markets, Inc.
INTU / Intuit Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CB / Chubb Limited
BDX / Becton, Dickinson and Company
ETN / Eaton Corporation plc
MEGI / NYLI CBRE Global Infrastructure Megatrends Term Fund
TT / Trane Technologies plc
SLB / SLB N.V.
VZ / Verizon Communications Inc.
WAY / Waystar Holding Corp.
JCI / Johnson Controls International plc
VPU / Vanguard World Fund - Vanguard Utilities ETF
CASY / Casey's General Stores, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
CTAS / Cintas Corporation
TGT / Target Corporation
MDU / MDU Resources Group, Inc.
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
COP / ConocoPhillips
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
KNTK / Kinetik Holdings Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
XEL / Xcel Energy Inc.
CCJ / Cameco Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BSX / Boston Scientific Corporation
GNRC / Generac Holdings Inc.
KD / Kyndryl Holdings, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
TEL / TE Connectivity plc
ZBH / Zimmer Biomet Holdings, Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
NTNX / Nutanix, Inc.
PM / Philip Morris International Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
TSSI / TSS, Inc.
NZF / Nuveen Municipal Credit Income Fund
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
GRMN / Garmin Ltd.
COF / Capital One Financial Corporation
EME / EMCOR Group, Inc.
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
AJG / Arthur J. Gallagher & Co.
SPSC / SPS Commerce, Inc.
WEC / WEC Energy Group, Inc.
IEV / iShares Trust - iShares Europe ETF
SFM / Sprouts Farmers Market, Inc.
FE / FirstEnergy Corp.
IVV / iShares Trust - iShares Core S&P 500 ETF
EA / Electronic Arts Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
CYBR / CyberArk Software Ltd.
VEEV / Veeva Systems Inc.
LXP / LXP Industrial Trust
CGBL / Capital Group Core Balanced ETF
NMIH / NMI Holdings, Inc.
AROC / Archrock, Inc.
NAC / Nuveen California Quality Municipal Income Fund
BL / BlackLine, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
CLF / Cleveland-Cliffs Inc.
PFSI / PennyMac Financial Services, Inc.
PNC / The PNC Financial Services Group, Inc.
CODI / Compass Diversified
KLAC / KLA Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
PPL / PPL Corporation
BKR / Baker Hughes Company
ZS / Zscaler, Inc.
MSTR / Strategy Inc
RANG / Range Capital Acquisition Corp.
IBIT / iShares Bitcoin Trust ETF
MACI / Melar Acquisition Corp. I
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
IGD / Voya Global Equity Dividend and Premium Opportunity Fund
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
FSK / FS KKR Capital Corp.
KMX / CarMax, Inc.
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
IXC / iShares Trust - iShares Global Energy ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SLDP / Solid Power, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
NUV / Nuveen Municipal Value Fund, Inc.
MBB / iShares Trust - iShares MBS ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
ODFL / Old Dominion Freight Line, Inc.
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
APO / Apollo Global Management, Inc.
SPOT / Spotify Technology S.A.
PTC / PTC Inc.
OEF / iShares Trust - iShares S&P 100 ETF
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund
ASG / Liberty All-Star Growth Fund, Inc.
KVAC / Keen Vision Acquisition Corporation
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
COOP / Mr. Cooper Group Inc.
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
GDV / The Gabelli Dividend & Income Trust
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
RIBB / Ribbon Acquisition Corp.
MVF / BlackRock MuniVest Fund, Inc.
FLNG / FLEX LNG Ltd.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
LDOS / Leidos Holdings, Inc.
CAPN / Cayson Acquisition Corp
RCL / Royal Caribbean Cruises Ltd.
DOCS / Doximity, Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VRT / Vertiv Holdings Co
LUCK / Lucky Strike Entertainment Corporation
FI / Fiserv, Inc.
BTT / Blackrock Municipal 2030 Target Term Trust
GBX / The Greenbrier Companies, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
BLE / BlackRock Municipal Income Trust II
PGR / The Progressive Corporation
CRC / Canadian Natural Resources Limited
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
AON / Aon plc
SE / Sea Limited - Depositary Receipt (Common Stock)
LPAA / Launch One Acquisition Corp.
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MRVL / Marvell Technology, Inc.
BNY / The Bank of New York Mellon Corporation
KHC / The Kraft Heinz Company
PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF
MRSH / Marsh & McLennan Companies, Inc.
MHN / BlackRock MuniHoldings New York Quality Fund, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
US70932AAF03 / PENNYMAC CORP
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
BOE / BlackRock Enhanced Global Dividend Trust
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
VKQ / Invesco Municipal Trust
AFB / AllianceBernstein National Municipal Income Fund, Inc.
EWG / iShares, Inc. - iShares MSCI Germany ETF
MSFT / Microsoft Corporation Put
AXON / Axon Enterprise, Inc.
LAMR / Lamar Advertising Company
MIN / MFS Intermediate Income Trust
BITB / Bitwise Bitcoin ETF
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
BILS / SPDR Series Trust - State Street SPDR Bloomberg 3-12 Month T-Bill ETF
CHW / Calamos Global Dynamic Income Fund
MU / Micron Technology, Inc.
CWENA / Clearway Energy Inc - Class A
ORCL / Oracle Corporation
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SPYX / SPDR Series Trust - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
GBTC / Grayscale Bitcoin Trust (BTC)
ITT / ITT Inc.
COIN / Coinbase Global, Inc.
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
ANET / Arista Networks, Inc.
IBAC / IB Acquisition Corp.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
AOD / Abrdn Total Dynamic Dividend Fund
FMDE / Fidelity Covington Trust - Fidelity Enhanced Mid Cap Core ETF
MHD / BlackRock MuniHoldings Fund, Inc.
STEW / SRH Total Return Fund, Inc.
GS / The Goldman Sachs Group, Inc.
JOBY / Joby Aviation, Inc.
VRSK / Verisk Analytics, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
ALE / ALLETE, Inc.
NBXG / Neuberger Berman Income Funds - Neuberger Next Generation Connectivity Fund Inc.
XPO / XPO, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
FORL / Four Leaf Acquisition Corporation
AIN / Albany International Corp.
ROL / Rollins, Inc.
KNF / Knife River Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
OKE / ONEOK, Inc.
CNP / CenterPoint Energy, Inc.
FICO / Fair Isaac Corporation
ONEW / OneWater Marine Inc.
FRSH / Freshworks Inc.
VMO / Invesco Municipal Opportunity Trust
NET / Cloudflare, Inc.
GSST / Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Bond ETF
GEV / GE Vernova Inc.
TEAM / Atlassian Corporation
SNPS / Synopsys, Inc.
ASTS / AST SpaceMobile, Inc.
INSI / Insight Select Income Fund
XT / iShares Trust - iShares Future Exponential Technologies ETF
COLA / Columbus Acquisition Corp
QQQ / Invesco QQQ Trust, Series 1
APP / AppLovin Corporation
VRTX / Vertex Pharmaceuticals Incorporated
SO / The Southern Company
DHR / Danaher Corporation
TMO / Thermo Fisher Scientific Inc.
KO / The Coca-Cola Company
HD / The Home Depot, Inc.
GE / General Electric Company
UPS / United Parcel Service, Inc.
HES / Hess Corporation
HALO / Halozyme Therapeutics, Inc.
DVN / Devon Energy Corporation
SWK / Stanley Black & Decker, Inc.
C / Citigroup Inc.
NXPI / NXP Semiconductors N.V.
ED / Consolidated Edison, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ICLR / ICON Public Limited Company
VLTO / Veralto Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
KEY / KeyCorp
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
AVGO / Broadcom Inc.
SBLK / Star Bulk Carriers Corp.
PPG / PPG Industries, Inc.
RDDT / Reddit, Inc.
SLM / SLM Corporation
MCD / McDonald's Corporation
ITW / Illinois Tool Works Inc.
TXN / Texas Instruments Incorporated
IWF / iShares Trust - iShares Russell 1000 Growth ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
KVUE / Kenvue Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HWM / Howmet Aerospace Inc.
IP / International Paper Company
TKO / TKO Group Holdings, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
WU / The Western Union Company
TSAT / Telesat Corporation
ROKU / Roku, Inc.
MGRC / McGrath RentCorp
FDX / FedEx Corporation
TTD / The Trade Desk, Inc.
WM / Waste Management, Inc.
PLTR / Palantir Technologies Inc.
TMUS / T-Mobile US, Inc.
HSY / The Hershey Company
HSIC / Henry Schein, Inc.
MELI / MercadoLibre, Inc.
LRCX / Lam Research Corporation
IVT / InvenTrust Properties Corp.
MKC / McCormick & Company, Incorporated
ROP / Roper Technologies, Inc.
CVS / CVS Health Corporation
WDC / Western Digital Corporation
SNOW / Snowflake Inc.
EMR / Emerson Electric Co.
PH / Parker-Hannifin Corporation
DOCU / DocuSign, Inc.
XP / XP Inc.
ABNB / Airbnb, Inc.
ICE / Intercontinental Exchange, Inc.
RITM / Rithm Capital Corp.
JPM / JPMorgan Chase & Co.
ALL / The Allstate Corporation
MKL / Markel Group Inc.
FDS / FactSet Research Systems Inc.
BRK.B / Berkshire Hathaway Inc.
UNH / UnitedHealth Group Incorporated
DIS / The Walt Disney Company
TJX / The TJX Companies, Inc.
BK / The Bank of New York Mellon Corporation
GM / General Motors Company
EOG / EOG Resources, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
IWN / iShares Trust - iShares Russell 2000 Value ETF
SBUX / Starbucks Corporation
NOW / ServiceNow, Inc.
GEN / Gen Digital Inc.
AMZN / Amazon.com, Inc.
MEDP / Medpace Holdings, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
NOC / Northrop Grumman Corporation
BXP / Boston Properties, Inc.
BAC / Bank of America Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
GOOGL / Alphabet Inc.
SPY / State Street SPDR S&P 500 ETF Trust
JBLU / JetBlue Airways Corporation
EG / Everest Group, Ltd.
SCHW / The Charles Schwab Corporation
TSLA / Tesla, Inc.
NEM / Newmont Corporation
PSTL / Postal Realty Trust, Inc.
LOW / Lowe's Companies, Inc.
ECL / Ecolab Inc.
BMY / Bristol-Myers Squibb Company
UBER / Uber Technologies, Inc.
DAL / Delta Air Lines, Inc.
BLK / BlackRock, Inc.
ARW / Arrow Electronics, Inc.
O / Realty Income Corporation
CME / CME Group Inc.
RSG / Republic Services, Inc.
LMT / Lockheed Martin Corporation
KEYS / Keysight Technologies, Inc.
AXP / American Express Company
SHW / The Sherwin-Williams Company
APH / Amphenol Corporation
GLW / Corning Incorporated
RTX / RTX Corporation
TRIP / Tripadvisor, Inc.
WFC / Wells Fargo & Company
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
APD / Air Products and Chemicals, Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
IWM / iShares Trust - iShares Russell 2000 ETF
TXRH / Texas Roadhouse, Inc.
IAT / iShares Trust - iShares U.S. Regional Banks ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
AMGN / Amgen Inc.
MA / Mastercard Incorporated
CSX / CSX Corporation
PANW / Palo Alto Networks, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
MSCI / MSCI Inc.
KMI / Kinder Morgan, Inc.
CEF / Sprott Physical Gold and Silver Trust
RMD / ResMed Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
AMT / American Tower Corporation
DE / Deere & Company
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
SRE / Sempra
PFG / Principal Financial Group, Inc.
GLD / SPDR Gold Shares
AMAT / Applied Materials, Inc.
MCK / McKesson Corporation
PSX / Phillips 66
SLV / iShares Silver Trust
ADI / Analog Devices, Inc.
COR / Cencora, Inc.
ULTA / Ulta Beauty, Inc.
VTRS / Viatris Inc.
PHYS / Sprott Physical Gold Trust
SYK / Stryker Corporation
PCAR / PACCAR Inc
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
XOM / Exxon Mobil Corporation
MAR / Marriott International, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ROK / Rockwell Automation, Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
COLB / Columbia Banking System, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
MMSI / Merit Medical Systems, Inc.
BBSI / Barrett Business Services, Inc.