Market Value2,336,420,883
Total Holdings582
File Date2025-01-13
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)
PEN / Penumbra, Inc.
BFH / Bread Financial Holdings, Inc.
ETH / Grayscale Ethereum Staking Mini ETF
CCI / Crown Castle Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
IRDM / Iridium Communications Inc.
OLED / Universal Display Corporation
CSL / Carlisle Companies Incorporated
BTC / Grayscale Bitcoin Mini Trust
GO / Grocery Outlet Holding Corp.
TRIP / Tripadvisor, Inc.
US90187BAB71 / TWO HARBORS INVESTMENT COR CONV 6.25% 01/15/2026
DOC / Healthpeak Properties, Inc.
EBTC / Enterprise Bancorp, Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
APPF / AppFolio, Inc.
BEN / Franklin Resources, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
HXL / Hexcel Corporation
BLDR / Builders FirstSource, Inc.
SMAR / Smartsheet Inc.
ETHE / Grayscale Ethereum Staking ETF
DBX / Dropbox, Inc.
ABM / ABM Industries Incorporated
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
TLRY / Tilray Brands, Inc.
TRU / TransUnion
PVH / PVH Corp.
TJX / The TJX Companies, Inc.
WHR / Whirlpool Corporation
ORLY / O'Reilly Automotive, Inc.
AXTA / Axalta Coating Systems Ltd.
VSTS / Vestis Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
BRKR / Bruker Corporation
COHR / Coherent Corp.
THC / Tenet Healthcare Corporation
AIZ / Assurant, Inc.
IBIT / iShares Bitcoin Trust ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ANET / Arista Networks, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
XT / iShares Trust - iShares Future Exponential Technologies ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
GLD / SPDR Gold Shares
DIS / The Walt Disney Company
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
LYB / LyondellBasell Industries N.V.
WEN / The Wendy's Company
NEE / NextEra Energy, Inc.
FLS / Flowserve Corporation
SPY / State Street SPDR S&P 500 ETF Trust
S / SentinelOne, Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
MRK / Merck & Co., Inc.
ALSN / Allison Transmission Holdings, Inc.
BRK.B / Berkshire Hathaway Inc.
JBI / Janus International Group, Inc.
CLF / Cleveland-Cliffs Inc.
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
VST / Vistra Corp.
NVDA / NVIDIA Corporation
ABNB / Airbnb, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
FRPT / Freshpet, Inc.
GNW / Genworth Financial, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
COST / Costco Wholesale Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
HAYW / Hayward Holdings, Inc.
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IWX / iShares Trust - iShares Russell Top 200 Value ETF
STRL / Sterling Infrastructure, Inc.
ETN / Eaton Corporation plc
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
JBHT / J.B. Hunt Transport Services, Inc.
JBND / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF
VRT / Vertiv Holdings Co
BLK / BlackRock, Inc.
PFE / Pfizer Inc.
MRVL / Marvell Technology, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
TXN / Texas Instruments Incorporated
MHK / Mohawk Industries, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
ADP / Automatic Data Processing, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
RIG / Transocean Ltd.
GTLB / GitLab Inc.
IBM / International Business Machines Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
AAPL / Apple Inc.
ADM / Archer-Daniels-Midland Company
MMM / 3M Company
VEEV / Veeva Systems Inc.
JPM / JPMorgan Chase & Co.
BMY / Bristol-Myers Squibb Company
LEG / Leggett & Platt, Incorporated
ZTS / Zoetis Inc.
ORGO / Organogenesis Holdings Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
GPN / Global Payments Inc.
F / Ford Motor Company
MCK / McKesson Corporation
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
XYL / Xylem Inc.
HLT / Hilton Worldwide Holdings Inc.
TOL / Toll Brothers, Inc.
MSFT / Microsoft Corporation
PLTR / Palantir Technologies Inc.
LMT / Lockheed Martin Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
WY / Weyerhaeuser Company
JNJ / Johnson & Johnson
AXSM / Axsome Therapeutics, Inc.
NXPI / NXP Semiconductors N.V.
SYY / Sysco Corporation
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
SHOP / Shopify Inc.
COMP / Compass, Inc.
PEP / PepsiCo, Inc.
GM / General Motors Company
XOM / Exxon Mobil Corporation
KO / The Coca-Cola Company
MPC / Marathon Petroleum Corporation
PH / Parker-Hannifin Corporation
MDT / Medtronic plc
CRH / CRH plc
HIG / The Hartford Insurance Group, Inc.
RARE / Ultragenyx Pharmaceutical Inc.
WAB / Westinghouse Air Brake Technologies Corporation
TT / Trane Technologies plc
HON / Honeywell International Inc.
CRBG / Corebridge Financial, Inc.
US252131AK39 / CONV. NOTE
UPS / United Parcel Service, Inc.
DE / Deere & Company
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
ATI / ATI Inc.
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
COLD / Americold Realty Trust, Inc.
FIVA / Fidelity Covington Trust - Fidelity International Value Factor ETF
RRX / Regal Rexnord Corporation
BEPC / Brookfield Renewable Corporation
FCN / FTI Consulting, Inc.
C.WSA / Citigroup, Inc.
SOLV / Solventum Corporation
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
SHC / Sotera Health Company
KSS / Kohl's Corporation
KR / The Kroger Co.
XEL / Xcel Energy Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
GIII / G-III Apparel Group, Ltd.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
SNPS / Synopsys, Inc.
MPWR / Monolithic Power Systems, Inc.
FAF / First American Financial Corporation
TDC / Teradata Corporation
CEG / Constellation Energy Corporation
FF / FutureFuel Corp.
DINO / HF Sinclair Corporation
CME / CME Group Inc.
MTCH / Match Group, Inc.
GPRO / GoPro, Inc.
TAP / Molson Coors Beverage Company
JRVR / James River Group Holdings, Inc.
WST / West Pharmaceutical Services, Inc.
HII / Huntington Ingalls Industries, Inc.
CVX / Chevron Corporation
FIS / Fidelity National Information Services, Inc.
IQV / IQVIA Holdings Inc.
SAM / The Boston Beer Company, Inc.
APP / AppLovin Corporation
EXC / Exelon Corporation
BRK.A / Berkshire Hathaway Inc.
CINF / Cincinnati Financial Corporation
WCC / WESCO International, Inc.
BKNG / Booking Holdings Inc.
DASH / DoorDash, Inc.
SNX / TD SYNNEX Corporation
IR / Ingersoll Rand Inc.
LEN / Lennar Corporation
CNA / CNA Financial Corporation
IAC / IAC Inc.
FMC / FMC Corporation
NCDL / Nuveen Churchill Direct Lending Corp.
TFX / Teleflex Incorporated
WU / The Western Union Company
SLM / SLM Corporation
ILMN / Illumina, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
CNC / Centene Corporation
QCOM / QUALCOMM Incorporated
NOC / Northrop Grumman Corporation
ED / Consolidated Edison, Inc.
RGLD / Royal Gold, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
BBY / Best Buy Co., Inc.
BNKK / Bonk, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
WOOF / Petco Health and Wellness Company, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
ET / Energy Transfer LP - Limited Partnership
MMIN / New York Life Investments Active ETF Trust - NYLI MacKay Muni Insured ETF
DKNG / DraftKings Inc.
DVY / iShares Trust - iShares Select Dividend ETF
GOOG / Alphabet Inc.
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF
NTNX / Nutanix, Inc.
PVBC / Provident Bancorp, Inc.
TXRH / Texas Roadhouse, Inc.
VRSN / VeriSign, Inc.
NWL / Newell Brands Inc.
HRB / H&R Block, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
LDOS / Leidos Holdings, Inc.
BIIB / Biogen Inc.
BXSL / Blackstone Secured Lending Fund
CMG / Chipotle Mexican Grill, Inc.
MS / Morgan Stanley
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
CFR / Cullen/Frost Bankers, Inc.
TIPX / SPDR Series Trust - State Street SPDR Bloomberg 1-10 Year TIPS ETF
ETR / Entergy Corporation
ABBV / AbbVie Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
ORCL / Oracle Corporation
RPRX / Royalty Pharma plc
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
PODD / Insulet Corporation
PSA / Public Storage
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
FNF / Fidelity National Financial, Inc.
ACM / AECOM
BA / The Boeing Company
ALNY / Alnylam Pharmaceuticals, Inc.
AGO / Assured Guaranty Ltd.
GLP / Global Partners LP - Limited Partnership
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
PRU / Prudential Financial, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
DHR / Danaher Corporation
WM / Waste Management, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
C / Citigroup Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
WMB / The Williams Companies, Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
BWA / BorgWarner Inc.
DVN / Devon Energy Corporation
KRNY / Kearny Financial Corp.
PHM / PulteGroup, Inc.
RFI / Cohen & Steers Total Return Realty Fund, Inc.
PM / Philip Morris International Inc.
DUK / Duke Energy Corporation
NET / Cloudflare, Inc.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
SHW / The Sherwin-Williams Company
BKR / Baker Hughes Company
VLO / Valero Energy Corporation
CCK / Crown Holdings, Inc.
HPE / Hewlett Packard Enterprise Company
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
SMG / The Scotts Miracle-Gro Company
CB / Chubb Limited
UNP / Union Pacific Corporation
BAC / Bank of America Corporation
HOOD / Robinhood Markets, Inc.
OLLI / Ollie's Bargain Outlet Holdings, Inc.
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
PLTK / Playtika Holding Corp.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
YOU / Clear Secure, Inc.
JEMA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders Emerging Markets Equity ETF
VRTX / Vertex Pharmaceuticals Incorporated
EME / EMCOR Group, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
JEF / Jefferies Financial Group Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
PNC / The PNC Financial Services Group, Inc.
GRMN / Garmin Ltd.
EXEL / Exelixis, Inc.
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
GL / Globe Life Inc.
CMPR / Cimpress plc
KJAN / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January
MRSH / Marsh & McLennan Companies, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
TPR / Tapestry, Inc.
MOH / Molina Healthcare, Inc.
BURL / Burlington Stores, Inc.
DDOG / Datadog, Inc.
NUVB / Nuvation Bio Inc.
ARKB / ARK 21Shares Bitcoin ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
PPG / PPG Industries, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ECL / Ecolab Inc.
ARES / Ares Management Corporation
NBIX / Neurocrine Biosciences, Inc.
DOCU / DocuSign, Inc.
ETSY / Etsy, Inc.
TFC / Truist Financial Corporation
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
TSLX / Sixth Street Specialty Lending, Inc.
FTI / TechnipFMC plc
MU / Micron Technology, Inc.
AMCR / Amcor plc
SON / Sonoco Products Company
HOLX / Hologic, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
REYN / Reynolds Consumer Products Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
VICI / VICI Properties Inc.
RMD / ResMed Inc.
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
GBTC / Grayscale Bitcoin Trust (BTC)
MAN / ManpowerGroup Inc.
GBDC / Golub Capital BDC, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
XPO / XPO, Inc.
COIN / Coinbase Global, Inc.
COP / ConocoPhillips
ROL / Rollins, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
EMR / Emerson Electric Co.
FHN / First Horizon Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
HUN / Huntsman Corporation
TTD / The Trade Desk, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
T / AT&T Inc.
DV / DoubleVerify Holdings, Inc.
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
AAP / Advance Auto Parts, Inc.
LHX / L3Harris Technologies, Inc.
OCSL / Oaktree Specialty Lending Corporation
TROW / T. Rowe Price Group, Inc.
INCY / Incyte Corporation
EXR / Extra Space Storage Inc.
CNH / CNH Industrial N.V.
GWW / W.W. Grainger, Inc.
OBDC / Blue Owl Capital Corporation
LNC / Lincoln National Corporation
SSNC / SS&C Technologies Holdings, Inc.
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
OZK / Bank OZK
BX / Blackstone Inc.
INSP / Inspire Medical Systems, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
GDDY / GoDaddy Inc.
WING / Wingstop Inc.
GTLS / Chart Industries, Inc.
PATH / UiPath, Inc.
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
SOFI / SoFi Technologies, Inc.
FTNT / Fortinet, Inc.
ACCD / Accolade, Inc.
AZO / AutoZone, Inc.
DAL / Delta Air Lines, Inc.
PAYX / Paychex, Inc.
SKX / Skechers U.S.A., Inc.
UAL / United Airlines Holdings, Inc.
JHEM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF
FANG / Diamondback Energy, Inc.
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
CRWD / CrowdStrike Holdings, Inc.
NSC / Norfolk Southern Corporation
V / Visa Inc.
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
DELL / Dell Technologies Inc.
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
VNO / Vornado Realty Trust
DUOL / Duolingo, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
MCHP / Microchip Technology Incorporated
IT / Gartner, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
SWK / Stanley Black & Decker, Inc.
ABT / Abbott Laboratories
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AMKR / Amkor Technology, Inc.
D / Dominion Energy, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
DXCM / DexCom, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
J / Jacobs Solutions Inc.
HUBS / HubSpot, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
RTX / RTX Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
EB / Eventbrite, Inc.
TRMB / Trimble Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SBUX / Starbucks Corporation
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
ONEY / SPDR Series Trust - State Street SPDR Russell 1000 Yield Focus ETF
CSCO / Cisco Systems, Inc.
TGT / Target Corporation
PINS / Pinterest, Inc.
WDAY / Workday, Inc.
TDS / Telephone and Data Systems, Inc.
HAFC / Hanmi Financial Corporation
UHS / Universal Health Services, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
SOXX / iShares Trust - iShares Semiconductor ETF
AGX / Argan, Inc.
CVS / CVS Health Corporation
PANW / Palo Alto Networks, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
GAP / The Gap, Inc.
GD / General Dynamics Corporation
GS / The Goldman Sachs Group, Inc.
ADI / Analog Devices, Inc.
CFG / Citizens Financial Group, Inc.
UEC / Uranium Energy Corp.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MSCI / MSCI Inc.
DOW / Dow Inc.
TWLO / Twilio Inc.
PSX / Phillips 66
STT / State Street Corporation
ARCC / Ares Capital Corporation
LULU / lululemon athletica inc.
MCD / McDonald's Corporation
WFC / Wells Fargo & Company
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
CAT / Caterpillar Inc.
HD / The Home Depot, Inc.
USFD / US Foods Holding Corp.
SBAC / SBA Communications Corporation
EGHT / 8x8, Inc.
SLB / SLB N.V.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
APLS / Apellis Pharmaceuticals, Inc.
NOV / NOV Inc.
QQQ / Invesco QQQ Trust, Series 1
MBB / iShares Trust - iShares MBS ETF
CACI / CACI International Inc
MTZ / MasTec, Inc.
NTRA / Natera, Inc.
VIRT / Virtu Financial, Inc.
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
LNG / Cheniere Energy, Inc.
RBLX / Roblox Corporation
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
LYFT / Lyft, Inc.
PAYC / Paycom Software, Inc.
GDEC / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - December
ALLE / Allegion plc
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
PYPL / PayPal Holdings, Inc.
RHI / Robert Half Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF
AMGN / Amgen Inc.
TRV / The Travelers Companies, Inc.
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
ITCI / Intra-Cellular Therapies, Inc.
GE / General Electric Company
LLY / Eli Lilly and Company
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
LOW / Lowe's Companies, Inc.
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF
BFAM / Bright Horizons Family Solutions Inc.
KMX / CarMax, Inc.
CI / The Cigna Group
TMO / Thermo Fisher Scientific Inc.
ZM / Zoom Communications, Inc.
UTHR / United Therapeutics Corporation
LIN / Linde plc
KMI / Kinder Morgan, Inc.
PLD / Prologis, Inc.
KEX / Kirby Corporation
HCA / HCA Healthcare, Inc.
PWR / Quanta Services, Inc.
BDX / Becton, Dickinson and Company
ORI / Old Republic International Corporation
IETC / iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
KMB / Kimberly-Clark Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
CLOA / BlackRock ETF Trust II - iShares AAA CLO Active ETF
KMPR / Kemper Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VAC / Marriott Vacations Worldwide Corporation
UNM / Unum Group
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
CRI / Carter's, Inc.
GWRE / Guidewire Software, Inc.
HAS / Hasbro, Inc.
CRM / Salesforce, Inc.
BERY / Berry Global Group, Inc.
ALK / Alaska Air Group, Inc.
LH / Labcorp Holdings Inc.
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
UAUG / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - August
SFIX / Stitch Fix, Inc.
JBL / Jabil Inc.
WWD / Woodward, Inc.
BPMC / Blueprint Medicines Corporation
RL / Ralph Lauren Corporation
MEDP / Medpace Holdings, Inc.
CMI / Cummins Inc.
ZS / Zscaler, Inc.
CMS / CMS Energy Corporation
GJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July
STN / Stantec Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
GILD / Gilead Sciences, Inc.
DOV / Dover Corporation
UNH / UnitedHealth Group Incorporated
BRBR / BellRing Brands, Inc.
IFN / Aberdeen India Fund, Inc.
EA / Electronic Arts Inc.
TRGP / Targa Resources Corp.
AXS / AXIS Capital Holdings Limited
BDJ / BlackRock Enhanced Equity Dividend Trust
ISRG / Intuitive Surgical, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
ADBE / Adobe Inc.
HWM / Howmet Aerospace Inc.
AMZN / Amazon.com, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
ADT / ADT Inc.
AVGO / Broadcom Inc.
CSGP / CoStar Group, Inc.
BMRN / BioMarin Pharmaceutical Inc.
VKTX / Viking Therapeutics, Inc.
IAU / iShares Gold Trust
NOW / ServiceNow, Inc.
CTAS / Cintas Corporation
VZ / Verizon Communications Inc.
PG / The Procter & Gamble Company
OVV / Ovintiv Inc.
LOPE / Grand Canyon Education, Inc.
SYK / Stryker Corporation
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
XRAY / DENTSPLY SIRONA Inc.
TEAM / Atlassian Corporation
PKG / Packaging Corporation of America
FIX / Comfort Systems USA, Inc.
PGR / The Progressive Corporation
SNOW / Snowflake Inc.
CTRA / Coterra Energy Inc.
PAG / Penske Automotive Group, Inc.
CIEN / Ciena Corporation
MKTX / MarketAxess Holdings Inc.
BK / The Bank of New York Mellon Corporation
CTVA / Corteva, Inc.
PCG / PG&E Corporation
AMT / American Tower Corporation
EXPE / Expedia Group, Inc.
EVRG / Evergy, Inc.
DTE / DTE Energy Company
TSLA / Tesla, Inc.
NFLX / Netflix, Inc.
META / Meta Platforms, Inc.
DD / DuPont de Nemours, Inc.
AMD / Advanced Micro Devices, Inc.
SERA / Sera Prognostics, Inc.
ACGL / Arch Capital Group Ltd.
MDLZ / Mondelez International, Inc.
GOOGL / Alphabet Inc.
INTC / Intel Corporation
ARW / Arrow Electronics, Inc.
CMCSA / Comcast Corporation
AVB / AvalonBay Communities, Inc.
TMUS / T-Mobile US, Inc.
WMT / Walmart Inc.
SYF / Synchrony Financial
EOG / EOG Resources, Inc.
KD / Kyndryl Holdings, Inc.
HBAN / Huntington Bancshares Incorporated
BSX / Boston Scientific Corporation
SLV / iShares Silver Trust
BBWI / Bath & Body Works, Inc.
UBER / Uber Technologies, Inc.
ACN / Accenture plc
PK / Park Hotels & Resorts Inc.
GEV / GE Vernova Inc.
MO / Altria Group, Inc.
NTAP / NetApp, Inc.
ULTA / Ulta Beauty, Inc.
APD / Air Products and Chemicals, Inc.
PEGA / Pegasystems Inc.
AIG / American International Group, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
AMAT / Applied Materials, Inc.
CCL / Carnival Corporation Ltd.
ROST / Ross Stores, Inc.
MA / Mastercard Incorporated
USB / U.S. Bancorp
NTRS / Northern Trust Corporation
COF / Capital One Financial Corporation
VTR / Ventas, Inc.
CUBE / CubeSmart
IVZ / Invesco Ltd.
IVE / iShares Trust - iShares S&P 500 Value ETF
DHI / D.R. Horton, Inc.
QDEL / QuidelOrtho Corporation
RSG / Republic Services, Inc.
EHC / Encompass Health Corporation
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
PNR / Pentair plc
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
MAR / Marriott International, Inc.
CHGG / Chegg, Inc.