Market Value904,796
Total Holdings381
File Date2024-04-16
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)
CMS / CMS Energy Corporation
SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
JCI / Johnson Controls International plc
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
FTXN / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Oil & Gas ETF
KMB / Kimberly-Clark Corporation
NFLX / Netflix, Inc.
ACN / Accenture plc
CVX / Chevron Corporation
EOG / EOG Resources, Inc.
TREX / Trex Company, Inc.
AAPL / Apple Inc.
PNR / Pentair plc
MMM / 3M Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
CINF / Cincinnati Financial Corporation
TMO / Thermo Fisher Scientific Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
NVT / nVent Electric plc
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
UNH / UnitedHealth Group Incorporated
AMGN / Amgen Inc.
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
ESI / Element Solutions Inc
META / Meta Platforms, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
IBM / International Business Machines Corporation
FANG / Diamondback Energy, Inc.
APTV / Aptiv PLC
EHC / Encompass Health Corporation
SRE / Sempra
GSIG / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
HUM / Humana Inc.
DLO / DLocal Limited
FTGS / First Trust Exchange-Traded Fund - First Trust Growth Strength ETF
ABNB / Airbnb, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
TPSC / The Timothy Plan - Timothy Plan US Small Cap Core ETF
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
AMAT / Applied Materials, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
MCK / McKesson Corporation
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
RPRX / Royalty Pharma plc
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
ROP / Roper Technologies, Inc.
MARB / First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
HD / The Home Depot, Inc.
ETN / Eaton Corporation plc
OWNS / Quaker Investment Trust - CCM Affordable Housing MBS ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
USRT / iShares Trust - iShares Core U.S. REIT ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN
ISMD / Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF
LAD / Lithia Motors, Inc.
PCAR / PACCAR Inc
ITW / Illinois Tool Works Inc.
FERG / Ferguson Enterprises Inc.
FELE / Franklin Electric Co., Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
OALC / Unified Series Trust - Oneascent Large Cap Core ETF
FSK / FS KKR Capital Corp.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
ILF / iShares Trust - iShares Latin America 40 ETF
SNOW / Snowflake Inc.
GLRY / Northern Lights Fund Trust IV - Inspire Growth ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
PPTY / ETF Series Solutions - U.S. Diversified Real Estate ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
NVDA / NVIDIA Corporation
RISN / Northern Lights Fund Trust IV - Inspire Capital Appreciation ETF
DOW / Dow Inc.
GLBE / Global-E Online Ltd.
FLYW / Flywire Corporation
VTRS / Viatris Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BIBL / Northern Lights Fund Trust IV - Inspire 100 ETF
KO / The Coca-Cola Company
SAP / SAP SE - Depositary Receipt (Common Stock)
AJG / Arthur J. Gallagher & Co.
VRTX / Vertex Pharmaceuticals Incorporated
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
LLY / Eli Lilly and Company
IBIT / iShares Bitcoin Trust ETF
IT / Gartner, Inc.
INTC / Intel Corporation
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
ELV / Elevance Health, Inc.
C / Citigroup Inc.
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
ZNTL / Zentalis Pharmaceuticals, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
BX / Blackstone Inc.
ENTG / Entegris, Inc.
AMP / Ameriprise Financial, Inc.
XOM / Exxon Mobil Corporation
FDT / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
AMZN / Amazon.com, Inc.
FJP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Japan AlphaDEX Fund
COST / Costco Wholesale Corporation
BLES / Northern Lights Fund Trust IV - Inspire Global Hope ETF
CRM / Salesforce, Inc.
BA / The Boeing Company
SPY / State Street SPDR S&P 500 ETF Trust
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
T / AT&T Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
ADBE / Adobe Inc.
KEY / KeyCorp
LMT / Lockheed Martin Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
RTX / RTX Corporation
MA / Mastercard Incorporated
VZ / Verizon Communications Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
CL / Colgate-Palmolive Company
MRK / Merck & Co., Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
ABT / Abbott Laboratories
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
BAC / Bank of America Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
FEP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Europe AlphaDEX Fund
WMT / Walmart Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
NEE / NextEra Energy, Inc.
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
GLD / SPDR Gold Shares
VLO / Valero Energy Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
MCD / McDonald's Corporation
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
GILD / Gilead Sciences, Inc.
NAK / Northern Dynasty Minerals Ltd.
CI / The Cigna Group
BMY / Bristol-Myers Squibb Company
EMR / Emerson Electric Co.
CTVA / Corteva, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
LIN / Linde plc
CSCO / Cisco Systems, Inc.
ORCL / Oracle Corporation
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
UPS / United Parcel Service, Inc.
AWP / abrdn Global Premier Properties Fund
OAIM / Unified Series Trust - OneAscent International Equity ETF
CMCSA / Comcast Corporation
VRSK / Verisk Analytics, Inc.
BRK.B / Berkshire Hathaway Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
ADSK / Autodesk, Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
KLAC / KLA Corporation
TTD / The Trade Desk, Inc.
IOO / iShares Trust - iShares Global 100 ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
WWJD / Northern Lights Fund Trust IV - Inspire International ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
FRME / First Merchants Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IBD / Northern Lights Fund Trust IV - Inspire Corporate Bond ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
O / Realty Income Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
GOOG / Alphabet Inc.
DE / Deere & Company
PNC / The PNC Financial Services Group, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
OTTR / Otter Tail Corporation
MSCI / MSCI Inc.
AFL / Aflac Incorporated
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
AEP / American Electric Power Company, Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
SWAV / Shockwave Medical, Inc.
TSLA / Tesla, Inc.
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
POOL / Pool Corporation
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
SYY / Sysco Corporation
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
MCHP / Microchip Technology Incorporated
TIP / iShares Trust - iShares TIPS Bond ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
TPLC / The Timothy Plan - Timothy Plan US Large/Mid Cap Core ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
DNMR / Danimer Scientific, Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
HPS / John Hancock Preferred Income Fund III
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
CGGO / Capital Group Global Growth Equity ETF
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
UBS / UBS Group AG
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ONB / Old National Bancorp
MQY / BlackRock MuniYield Quality Fund, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF
MDT / Medtronic plc
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
PTL / Northern Lights Fund Trust IV - Inspire 500 ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
SNPS / Synopsys, Inc.
GNR / SPDR Index Shares Funds - State Street SPDR S&P Global Natural Resources ETF
GOOGL / Alphabet Inc.
MINN / Trust for Professional Managers - Mairs & Power Minnesota Municipal Bond ETF
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
WCN / Waste Connections, Inc.
CDNS / Cadence Design Systems, Inc.
SBUX / Starbucks Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
RACE / Ferrari N.V.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
MFC / Manulife Financial Corporation
GM / General Motors Company
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
WFC / Wells Fargo & Company
KR / The Kroger Co.
LPLA / LPL Financial Holdings Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
KULR / KULR Technology Group, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
WEC / WEC Energy Group, Inc.
STE / STERIS plc
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
NVS / Novartis AG - Depositary Receipt (Common Stock)
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EGP / EastGroup Properties, Inc.
FDLS / Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
ODFL / Old Dominion Freight Line, Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
NU / Nu Holdings Ltd.
AIG / American International Group, Inc.
SMB / VanEck ETF Trust - VanEck Short Muni ETF
ADM / Archer-Daniels-Midland Company
IDXX / IDEXX Laboratories, Inc.
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Growth Fund
MAR / Marriott International, Inc.
LRCX / Lam Research Corporation
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
PYPL / PayPal Holdings, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
MTD / Mettler-Toledo International Inc.
MNDY / monday.com Ltd.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
AVGO / Broadcom Inc.
CRWD / CrowdStrike Holdings, Inc.
DD / DuPont de Nemours, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
HLI / Houlihan Lokey, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PLTR / Palantir Technologies Inc.
OACP / Unified Series Trust - OneAscent Core Plus Bond ETF
BDX / Becton, Dickinson and Company
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
USB / U.S. Bancorp
IEX / IDEX Corporation
CDW / CDW Corporation
CPKC N / Canadian Pacific Kansas City Limited
BRKR / Bruker Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MSFT / Microsoft Corporation
ANET / Arista Networks, Inc.
TMUS / T-Mobile US, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
LOW / Lowe's Companies, Inc.
CMI / Cummins Inc.
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
NSC / Norfolk Southern Corporation
CVS / CVS Health Corporation
PLD / Prologis, Inc.
AMD / Advanced Micro Devices, Inc.
ISRG / Intuitive Surgical, Inc.
XP / XP Inc.
TJX / The TJX Companies, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
DHI / D.R. Horton, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
PH / Parker-Hannifin Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
UNP / Union Pacific Corporation
DUK / Duke Energy Corporation
INDA / iShares Trust - iShares MSCI India ETF
COP / ConocoPhillips
TT / Trane Technologies plc
PANW / Palo Alto Networks, Inc.
PFE / Pfizer Inc.
JNJ / Johnson & Johnson
V / Visa Inc.
PEP / PepsiCo, Inc.
AXP / American Express Company
FDX / FedEx Corporation
UBER / Uber Technologies, Inc.
DIS / The Walt Disney Company
QCOM / QUALCOMM Incorporated
JPM / JPMorgan Chase & Co.
WM / Waste Management, Inc.
PM / Philip Morris International Inc.
F / Ford Motor Company
VST / Vistra Corp.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ALL / The Allstate Corporation
WMB / The Williams Companies, Inc.
STLD / Steel Dynamics, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CSX / CSX Corporation
CME / CME Group Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
TRGP / Targa Resources Corp.
LAND / Gladstone Land Corporation
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
WIP / SPDR Series Trust - State Street SPDR FTSE International Government Inflation-Protected Bond ETF
VFL / abrdn National Municipal Income Fund
DELL / Dell Technologies Inc.
SAIC / Science Applications International Corporation
CWST / Casella Waste Systems, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
GSG / iShares S&P GSCI Commodity-Indexed Trust
CEG / Constellation Energy Corporation
TPHD / The Timothy Plan - Timothy Plan High Dividend Stock ETF
SHW / The Sherwin-Williams Company
HCA / HCA Healthcare, Inc.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
QQQ / Invesco QQQ Trust, Series 1
ROL / Rollins, Inc.
PSX / Phillips 66
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BKNG / Booking Holdings Inc.
CAT / Caterpillar Inc.
CARR / Carrier Global Corporation
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
IWM / iShares Trust - iShares Russell 2000 ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
DDOG / Datadog, Inc.
HON / Honeywell International Inc.
GE / General Electric Company
MPC / Marathon Petroleum Corporation
EQIX / Equinix, Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
ABBV / AbbVie Inc.
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
SO / The Southern Company
IRM / Iron Mountain Incorporated
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PG / The Procter & Gamble Company
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
INTU / Intuit Inc.
NUE / Nucor Corporation
FEM / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets AlphaDEX Fund
OAEM / Unified Series Trust - OneAscent Emerging Markets ETF