Market Value1,534,126
Total Holdings489
File Date2025-05-05
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)
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
CSGP / CoStar Group, Inc.
FMF / First Trust Exchange-Traded Fund V - First Trust Managed Futures Strategy Fund
IYF / iShares Trust - iShares U.S. Financials ETF
MFC / Manulife Financial Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
ISMD / Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF
NOW / ServiceNow, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
BX / Blackstone Inc.
IRM / Iron Mountain Incorporated
META / Meta Platforms, Inc.
CHY / Calamos Convertible and High Income Fund
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
SE / Sea Limited - Depositary Receipt (Common Stock)
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
WFC / Wells Fargo & Company
KR / The Kroger Co.
MUB / iShares Trust - iShares National Muni Bond ETF
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LPLA / LPL Financial Holdings Inc.
PNC / The PNC Financial Services Group, Inc.
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
FSYD / Fidelity Covington Trust - Fidelity Sustainable High Yield ETF
GKOS / Glaukos Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
ACN / Accenture plc
NFLX / Netflix, Inc.
MU / Micron Technology, Inc.
ILF / iShares Trust - iShares Latin America 40 ETF
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
CVX / Chevron Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TTD / The Trade Desk, Inc.
AXGN / Axogen, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
USB / U.S. Bancorp
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
ETR / Entergy Corporation
WINA / Winmark Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
O / Realty Income Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PSLV / Sprott Physical Silver Trust
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
NVDA / NVIDIA Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
FIIG / First Trust Intermediate Duration Investment Grade Corporate ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF
GBTC / Grayscale Bitcoin Trust (BTC)
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
EOG / EOG Resources, Inc.
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
VZLA / Vizsla Silver Corp.
ELCV / Strategy Shares - Eventide High Dividend ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
AMZN / Amazon.com, Inc.
GM / General Motors Company
COST / Costco Wholesale Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
BA / The Boeing Company
PFE / Pfizer Inc.
T / AT&T Inc.
OTTR / Otter Tail Corporation
FELE / Franklin Electric Co., Inc.
HCA / HCA Healthcare, Inc.
GOOGL / Alphabet Inc.
OALC / Unified Series Trust - Oneascent Large Cap Core ETF
RTX / RTX Corporation
MA / Mastercard Incorporated
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
SYY / Sysco Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
MS / Morgan Stanley
VZ / Verizon Communications Inc.
JGRW / Trust For Professional Managers - Jensen Quality Growth ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
BAC / Bank of America Corporation
WMT / Walmart Inc.
GLD / SPDR Gold Shares
GILD / Gilead Sciences, Inc.
BIBL / Northern Lights Fund Trust IV - Inspire 100 ETF
MCD / McDonald's Corporation
CI / The Cigna Group
CARY / Angel Oak Funds Trust - Angel Oak Income ETF
BPOP / Popular, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MDT / Medtronic plc
NOC / Northrop Grumman Corporation
GNR / SPDR Index Shares Funds - State Street SPDR S&P Global Natural Resources ETF
LLY / Eli Lilly and Company
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
LALT / First Trust Exchange-Traded Fund VIII - First Trust Multi-Strategy Alternative ETF
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
IT / Gartner, Inc.
DTM / DT Midstream, Inc.
DELL / Dell Technologies Inc.
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
CPKC N / Canadian Pacific Kansas City Limited
LNC / Lincoln National Corporation
GDDY / GoDaddy Inc.
TRV / The Travelers Companies, Inc.
WST / West Pharmaceutical Services, Inc.
SIZE / iShares Trust - iShares MSCI USA Size Factor ETF
TGT / Target Corporation
DDOG / Datadog, Inc.
MSCI / MSCI Inc.
PTL / Northern Lights Fund Trust IV - Inspire 500 ETF
CMCSA / Comcast Corporation
DOX / Amdocs Limited
GEV / GE Vernova Inc.
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
HON / Honeywell International Inc.
MMM / 3M Company
UPS / United Parcel Service, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
FLCO / Franklin Templeton ETF Trust - Franklin Investment Grade Corporate ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
LQDH / iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF
BKNG / Booking Holdings Inc.
IBMS / iShares Trust - iShares iBonds Dec 2030 Term Muni Bond ETF
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
ROP / Roper Technologies, Inc.
MINN / Trust for Professional Managers - Mairs & Power Minnesota Municipal Bond ETF
FERG / Ferguson Enterprises Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
MELI / MercadoLibre, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
LIN / Linde plc
FTCB / First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
GBDC / Golub Capital BDC, Inc.
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
HEIA / Heico Corp. - Class A
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
TSLA / Tesla, Inc.
AAPL / Apple Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
OXY / Occidental Petroleum Corporation
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
USAI / Pacer Funds Trust - Pacer American Energy Infrastructure ETF
AFLG / First Trust Exchange-Traded Fund VIII - First Trust Active Factor Large Cap ETF
CTSH / Cognizant Technology Solutions Corporation
CNTA / Centessa Pharmaceuticals plc - Depositary Receipt (Common Stock)
POOL / Pool Corporation
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
FFLC / Fidelity Covington Trust - Fidelity Fundamental Large Cap Core ETF
WWJD / Northern Lights Fund Trust IV - Inspire International ETF
AWK / American Water Works Company, Inc.
PNR / Pentair plc
PEG / Public Service Enterprise Group Incorporated
GWRE / Guidewire Software, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
IBD / Northern Lights Fund Trust IV - Inspire Corporate Bond ETF
GCC / WisdomTree Trust - WisdomTree Enhanced Commodity Strategy Fund
WMB / The Williams Companies, Inc.
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
FI / Fiserv, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
K / Kellanova
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
WIP / SPDR Series Trust - State Street SPDR FTSE International Government Inflation-Protected Bond ETF
CGGO / Capital Group Global Growth Equity ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ONB / Old National Bancorp
MQY / BlackRock MuniYield Quality Fund, Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
GHYB / Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CAH / Cardinal Health, Inc.
NEO / NeoGenomics, Inc.
C / Citigroup Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
HGER / Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
SEIM / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
BLES / Northern Lights Fund Trust IV - Inspire Global Hope ETF
OWNS / Quaker Investment Trust - CCM Affordable Housing MBS ETF
RACE / Ferrari N.V.
HCAT / Health Catalyst, Inc.
CRM / Salesforce, Inc.
CSCO / Cisco Systems, Inc.
FTNT / Fortinet, Inc.
EQIX / Equinix, Inc.
PRU / Prudential Financial, Inc.
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
FDT / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund
GEF / Greif, Inc.
FJP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Japan AlphaDEX Fund
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
CAT / Caterpillar Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
EVTR / Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF
GIS / General Mills, Inc.
FNA / Paragon 28, Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
NU / Nu Holdings Ltd.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
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
AWP / abrdn Global Premier Properties Fund
GD / General Dynamics Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
FEP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Europe AlphaDEX Fund
PNFP / Pinnacle Financial Partners, Inc.
ABBV / AbbVie Inc.
SHOP / Shopify Inc.
DWM / WisdomTree Trust - WisdomTree International Equity Fund
ORCL / Oracle Corporation
VFL / abrdn National Municipal Income Fund
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
ADBE / Adobe Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IWM / iShares Trust - iShares Russell 2000 ETF
BRK.B / Berkshire Hathaway Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
FLBL / Franklin Templeton ETF Trust - Franklin Senior Loan ETF
LMT / Lockheed Martin Corporation
CVS / CVS Health Corporation
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
CWST / Casella Waste Systems, Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
IBIT / iShares Bitcoin Trust ETF
DUK / Duke Energy Corporation
TFLR / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
PPTY / ETF Series Solutions - U.S. Diversified Real Estate ETF
VLO / Valero Energy Corporation
RBA / RB Global, Inc.
FSK / FS KKR Capital Corp.
PGR / The Progressive Corporation
KMB / Kimberly-Clark Corporation
BFLY / Butterfly Network, Inc.
OACP / Unified Series Trust - OneAscent Core Plus Bond ETF
CGGR / Capital Group Growth ETF
ENB / Enbridge Inc.
OAEM / Unified Series Trust - OneAscent Emerging Markets ETF
SPY / State Street SPDR S&P 500 ETF Trust
ESUM / Strategy Shares - Eventide US Market ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
GNRC / Generac Holdings Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
CSX / CSX Corporation
DJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - June
VRSK / Verisk Analytics, Inc.
KLAC / KLA Corporation
SBUX / Starbucks Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
GMF / SPDR Index Shares Funds - State Street SPDR S&P Emerging Asia Pacific ETF
DWLD / Davis Fundamental ETF Trust - Davis Select Worldwide ETF
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
PG / The Procter & Gamble Company
SAIC / Science Applications International Corporation
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
AHR / American Healthcare REIT, Inc.
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
ANAB / AnaptysBio, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
IP / International Paper Company
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
TPHD / The Timothy Plan - Timothy Plan High Dividend Stock ETF
BUFS / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Small Cap Moderate Buffer ETF
ENTG / Entegris, Inc.
SLV / iShares Silver Trust
TPSC / The Timothy Plan - Timothy Plan US Small Cap Core ETF
AMAT / Applied Materials, Inc.
OASC / Unified Series Trust - OneAscent Enhanced Small and Mid Cap ETF
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Growth Fund
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
GLRY / Northern Lights Fund Trust IV - Inspire Growth ETF
AVGO / Broadcom Inc.
CRWD / CrowdStrike Holdings, Inc.
AFMC / First Trust Exchange-Traded Fund VIII - First Trust Active Factor Mid Cap ETF
CTVA / Corteva, Inc.
WDAY / Workday, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PLTR / Palantir Technologies Inc.
AMGN / Amgen Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
GOOG / Alphabet Inc.
DBP / Invesco DB Multi-Sector Commodity Trust - Invesco DB Precious Metals Fund
AMT / American Tower Corporation
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
TEAM / Atlassian Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
UNH / UnitedHealth Group Incorporated
V / Visa Inc.
KEY / KeyCorp
CL / Colgate-Palmolive Company
CINF / Cincinnati Financial Corporation
CTAS / Cintas Corporation
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
AMP / Ameriprise Financial, Inc.
ETN / Eaton Corporation plc
FAST / Fastenal Company
IVV / iShares Trust - iShares Core S&P 500 ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
DE / Deere & Company
NEE / NextEra Energy, Inc.
ISRG / Intuitive Surgical, Inc.
DFS / Discover Financial Services
STLD / Steel Dynamics, Inc.
MMC / Marsh & McLennan Companies, Inc.
DIS / The Walt Disney Company
TMUS / T-Mobile US, Inc.
WM / Waste Management, Inc.
MPC / Marathon Petroleum Corporation
ANET / Arista Networks, Inc.
XOM / Exxon Mobil Corporation
ADI / Analog Devices, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
MO / Altria Group, Inc.
GRMN / Garmin Ltd.
CEG / Constellation Energy Corporation
KO / The Coca-Cola Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
IBM / International Business Machines Corporation
CME / CME Group Inc.
PYPL / PayPal Holdings, Inc.
JNJ / Johnson & Johnson
SHEL / Shell plc - Depositary Receipt (Common Stock)
DRI / Darden Restaurants, Inc.
NDAQ / Nasdaq, Inc.
BMY / Bristol-Myers Squibb Company
EIX / Edison International
HBAN / Huntington Bancshares Incorporated
TJX / The TJX Companies, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
UBS / UBS Group AG
LRCX / Lam Research Corporation
EMR / Emerson Electric Co.
RCL / Royal Caribbean Cruises Ltd.
PEP / PepsiCo, Inc.
AXP / American Express Company
DHR / Danaher Corporation
FDX / FedEx Corporation
QCOM / QUALCOMM Incorporated
JPM / JPMorgan Chase & Co.
PM / Philip Morris International Inc.
MRK / Merck & Co., Inc.
F / Ford Motor Company
KULR / KULR Technology Group, Inc.
GE / General Electric Company
MSFT / Microsoft Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
LOW / Lowe's Companies, Inc.
APP / AppLovin Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
AMD / Advanced Micro Devices, Inc.
INTU / Intuit Inc.
MSI / Motorola Solutions, Inc.
SPGI / S&P Global Inc.
PH / Parker-Hannifin Corporation
MTD / Mettler-Toledo International Inc.
UNP / Union Pacific Corporation
SYK / Stryker Corporation
WEC / WEC Energy Group, Inc.
INDA / iShares Trust - iShares MSCI India ETF
COP / ConocoPhillips
SAP / SAP SE - Depositary Receipt (Common Stock)
PANW / Palo Alto Networks, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DHI / D.R. Horton, Inc.
NSC / Norfolk Southern Corporation
ROL / Rollins, Inc.
VST / Vistra Corp.
LAD / Lithia Motors, Inc.
AEP / American Electric Power Company, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ALL / The Allstate Corporation
ADP / Automatic Data Processing, Inc.
ITW / Illinois Tool Works Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ODFL / Old Dominion Freight Line, Inc.
QQQ / Invesco QQQ Trust, Series 1
PHYS / Sprott Physical Gold Trust
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
TYL / Tyler Technologies, Inc.
AJG / Arthur J. Gallagher & Co.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
G / Genpact Limited
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
STE / STERIS plc
FEM / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets AlphaDEX Fund
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
EGP / EastGroup Properties, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IAU / iShares Gold Trust
XEL / Xcel Energy Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
HD / The Home Depot, Inc.
SO / The Southern Company
DGX / Quest Diagnostics Incorporated
WCN / Waste Connections, Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
PLD / Prologis, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
FRME / First Merchants Corporation
EQR / Equity Residential
CGMM / Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF
WPM / Wheaton Precious Metals Corp.
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
RSG / Republic Services, Inc.
MBB / iShares Trust - iShares MBS ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
LAND / Gladstone Land Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
HEI / HEICO Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
AFL / Aflac Incorporated
PSX / Phillips 66
AIT / Applied Industrial Technologies, Inc.
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
GGG / Graco Inc.
SHW / The Sherwin-Williams Company
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
TT / Trane Technologies plc
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
CGDV / Capital Group Dividend Value ETF
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
FTXO / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Bank ETF
OKE / ONEOK, Inc.
NVT / nVent Electric plc
MCK / McKesson Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
HPS / John Hancock Preferred Income Fund III
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
EVRG / Evergy, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
INCO / Columbia ETF Trust II - Columbia India Consumer ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
ESI / Element Solutions Inc
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IOO / iShares Trust - iShares Global 100 ETF
TRGP / Targa Resources Corp.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
TIP / iShares Trust - iShares TIPS Bond ETF
FDLS / Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
FTGS / First Trust Exchange-Traded Fund - First Trust Growth Strength ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
GSG / iShares S&P GSCI Commodity-Indexed Trust
OAIM / Unified Series Trust - OneAscent International Equity ETF
FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund
HLI / Houlihan Lokey, Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
FLHY / Franklin Templeton ETF Trust - Franklin High Yield Corporate ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF