Market Value617,503,981
Total Holdings828
File Date2026-01-20
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)
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
MNST / Monster Beverage Corporation
PLTR / Palantir Technologies Inc.
IFGL / iShares Trust - iShares International Developed Real Estate ETF
HSIC / Henry Schein, Inc.
JCI / Johnson Controls International plc
VIAV / Viavi Solutions Inc.
CRWV / CoreWeave, Inc.
PSO / Pearson plc - Depositary Receipt (Common Stock)
SCI / Service Corporation International
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
VLO / Valero Energy Corporation
TEAM / Atlassian Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
RAIL / FreightCar America, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
ARCC / Ares Capital Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SNPS / Synopsys, Inc.
EVRG / Evergy, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
IWD / iShares Trust - iShares Russell 1000 Value ETF
TRI / Thomson Reuters Corporation
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
IWR / iShares Trust - iShares Russell Mid-Cap ETF
EXE / Expand Energy Corporation
CRM / Salesforce, Inc.
MSCI / MSCI Inc.
STZ / Constellation Brands, Inc.
ADI / Analog Devices, Inc.
PGR / The Progressive Corporation
PLD / Prologis, Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
AAPL / Apple Inc.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
LLYVA / Liberty Live Holdings, Inc.
THNQ / Exchange Traded Concepts Trust - ROBO Global Artificial Intelligence ETF
LLYVA / Liberty Live Holdings, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
XOM / Exxon Mobil Corporation
GLIBA / Liberty Capital Corporation
WMB / The Williams Companies, Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
PANW / Palo Alto Networks, Inc.
DGX / Quest Diagnostics Incorporated
CTVA / Corteva, Inc.
TROW / T. Rowe Price Group, Inc.
PAYX / Paychex, Inc.
PRU / Prudential Financial, Inc.
ACN / Accenture plc
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
AXP / American Express Company
NOC / Northrop Grumman Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
FANG / Diamondback Energy, Inc.
APD / Air Products and Chemicals, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
USB / U.S. Bancorp
ADM / Archer-Daniels-Midland Company
TFC / Truist Financial Corporation
ES / Eversource Energy
IBIT / iShares Bitcoin Trust ETF
MET / MetLife, Inc.
SEE / Sealed Air Corporation
EBAY / eBay Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SNPD / DBX ETF Trust - Xtrackers S&P Dividend Aristocrats Screened ETF
VBF / Invesco Bond Fund
IBBQ / Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF
GPC / Genuine Parts Company
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
MDXG / MiMedx Group, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
CRDO / Credo Technology Group Holding Ltd
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
GS / The Goldman Sachs Group, Inc.
COIN / Coinbase Global, Inc.
TD / The Toronto-Dominion Bank
EW / Edwards Lifesciences Corporation
EXPE / Expedia Group, Inc.
CFG / Citizens Financial Group, Inc.
EVSM / Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
GIB / CGI Inc.
IAU / iShares Gold Trust
IP / International Paper Company
PG / The Procter & Gamble Company
WST / West Pharmaceutical Services, Inc.
VRSK / Verisk Analytics, Inc.
HLT / Hilton Worldwide Holdings Inc.
GLW / Corning Incorporated
RF / Regions Financial Corporation
PFG / Principal Financial Group, Inc.
MPX / Marine Products Corporation
MTX / Minerals Technologies Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
BKAG / BNY Mellon ETF Trust - BNY Mellon Core Bond ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
VTRS / Viatris Inc.
URI / United Rentals, Inc.
TOL / Toll Brothers, Inc.
TTWO / Take-Two Interactive Software, Inc.
MSIF / MSC Income Fund, Inc.
ROKU / Roku, Inc.
MDLZ / Mondelez International, Inc.
WM / Waste Management, Inc.
AVGO / Broadcom Inc.
CSCO / Cisco Systems, Inc.
CARR / Carrier Global Corporation
ACIO / ETF Series Solutions - Aptus Collared Investment Opportunity ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
CMCSA / Comcast Corporation
CCL / Carnival Corporation Ltd.
CACI / CACI International Inc
GOOG / Alphabet Inc.
ROP / Roper Technologies, Inc.
FLR / Fluor Corporation
QCOM / QUALCOMM Incorporated
UITB / Victory Portfolios II - VictoryShares Core Intermediate Bond ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ET / Energy Transfer LP - Limited Partnership
COF / Capital One Financial Corporation
ABG / Asbury Automotive Group, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
IXC / iShares Trust - iShares Global Energy ETF
JUCY / ETF Series Solutions - Aptus Enhanced Yield ETF
BDX / Becton, Dickinson and Company
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
CLH / Clean Harbors, Inc.
NWSA / News Corporation
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
RCL / Royal Caribbean Cruises Ltd.
ABT / Abbott Laboratories
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
ALLE / Allegion plc
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
PHYS / Sprott Physical Gold Trust
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
AIG / American International Group, Inc.
SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
CNP / CenterPoint Energy, Inc.
MPLX / MPLX LP - Limited Partnership
RIVN / Rivian Automotive, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
WBD / Warner Bros. Discovery, Inc.
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
KOMP / SPDR Series Trust - State Street SPDR S&P Kensho New Economies Composite ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
RY / Royal Bank of Canada
PEG / Public Service Enterprise Group Incorporated
FNF / Fidelity National Financial, Inc.
GNRC / Generac Holdings Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
BRK.B / Berkshire Hathaway Inc.
ETN / Eaton Corporation plc
WES / Western Midstream Partners, LP - Limited Partnership
EA / Electronic Arts Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MUB / iShares Trust - iShares National Muni Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
BXP / Boston Properties, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
GRID / First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index
AMZN / Amazon.com, Inc.
NOW / ServiceNow, Inc.
UNH / UnitedHealth Group Incorporated
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
NTR / Nutrien Ltd.
HST / Host Hotels & Resorts, Inc.
BKR / Baker Hughes Company
FG / F&G Annuities & Life, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund
WPP / WPP plc - Depositary Receipt (Common Stock)
VRE / Veris Residential, Inc.
FIP / FTAI Infrastructure Inc.
ABCL / AbCellera Biologics Inc.
KLAC / KLA Corporation
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
FWONA / Formula One Group
DTE / DTE Energy Company
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
IVZ / Invesco Ltd.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
CAG / Conagra Brands, Inc.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
NBIS / Nebius Group N.V.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
SHW / The Sherwin-Williams Company
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
QEFA / SPDR Index Shares Funds - State Street SPDR MSCI EAFE StrategicFactors ETF
CW / Curtiss-Wright Corporation
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
CB / Chubb Limited
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
MUJ / BlackRock MuniHoldings New Jersey Quality Fund, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
WSO / Watsco, Inc.
MAR / Marriott International, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
EME / EMCOR Group, Inc.
EVTR / Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF
CRH / CRH plc
VTV / Vanguard Index Funds - Vanguard Value ETF
PWR / Quanta Services, Inc.
PNC / The PNC Financial Services Group, Inc.
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
FISV / Fiserv, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
INTU / Intuit Inc.
ITW / Illinois Tool Works Inc.
FCX / Freeport-McMoRan Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
DTM / DT Midstream, Inc.
MDT / Medtronic plc
SHE / SPDR Series Trust - State Street SPDR MSCI USA Gender Diversity ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
WRB / W. R. Berkley Corporation
PFE / Pfizer Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SPH / Suburban Propane Partners, L.P. - Limited Partnership
RJF / Raymond James Financial, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
ETJ / Eaton Vance Risk-Managed Diversified Equity Income Fund
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
COST / Costco Wholesale Corporation
OWL / Blue Owl Capital Inc.
SRE / Sempra
BAH / Booz Allen Hamilton Holding Corporation
CCEP / Coca-Cola Europacific Partners PLC
OC / Owens Corning
KO / The Coca-Cola Company
IVV / iShares Trust - iShares Core S&P 500 ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
FCNCA / First Citizens BancShares, Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
G / Genpact Limited
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
BA / The Boeing Company
LIN / Linde plc
FDX / FedEx Corporation
SCHW / The Charles Schwab Corporation
EXC / Exelon Corporation
IBM / International Business Machines Corporation
MMM / 3M Company
TMUS / T-Mobile US, Inc.
GM / General Motors Company
GEV / GE Vernova Inc.
SYY / Sysco Corporation
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
TRMB / Trimble Inc.
A / Agilent Technologies, Inc.
TXN / Texas Instruments Incorporated
DD / DuPont de Nemours, Inc.
CVX / Chevron Corporation
DLR / Digital Realty Trust, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
TEL / TE Connectivity plc
EIS / iShares, Inc. - iShares MSCI Israel ETF
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
MO / Altria Group, Inc.
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
SLV / iShares Silver Trust
JFLX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Debt ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
WEN / The Wendy's Company
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
AAOI / Applied Optoelectronics, Inc.
CF / CF Industries Holdings, Inc.
CHWY / Chewy, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
WAB / Westinghouse Air Brake Technologies Corporation
EQIX / Equinix, Inc.
ESS / Essex Property Trust, Inc.
PSX / Phillips 66
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
MTZ / MasTec, Inc.
TXRH / Texas Roadhouse, Inc.
BX / Blackstone Inc.
JNJ / Johnson & Johnson
CSL / Carlisle Companies Incorporated
NEE / NextEra Energy, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
HD / The Home Depot, Inc.
TMO / Thermo Fisher Scientific Inc.
PFFV / Global X Funds - Global X Variable Rate Preferred ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
QLTY / The 2023 ETF Series Trust II - GMO U.S. Quality ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
CEG / Constellation Energy Corporation
QUS / SPDR Series Trust - State Street SPDR MSCI USA StrategicFactors SM ETF
ORCL / Oracle Corporation
ADBE / Adobe Inc.
QQQ / Invesco QQQ Trust, Series 1
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
SPY / State Street SPDR S&P 500 ETF Trust
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
HUBB / Hubbell Incorporated
IGRO / iShares Trust - iShares International Dividend Growth ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
GPIX / Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Premium Income ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
MRK / Merck & Co., Inc.
VZ / Verizon Communications Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
ED / Consolidated Edison, Inc.
GOOD / Gladstone Commercial Corporation
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
ECL / Ecolab Inc.
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
FIX / Comfort Systems USA, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
AFL / Aflac Incorporated
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
WELL / Welltower Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CCJ / Cameco Corporation
NFBK / Northfield Bancorp, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SPGI / S&P Global Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
CHD / Church & Dwight Co., Inc.
EPAM / EPAM Systems, Inc.
C / Citigroup Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
BK / The Bank of New York Mellon Corporation
SLF / Sun Life Financial Inc.
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
ZTS / Zoetis Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
DGRE / WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
GD / General Dynamics Corporation
AMLP / ALPS ETF Trust - Alerian MLP ETF
OSCV / ETF Series Solutions - Opus Small Cap Value ETF
ANET / Arista Networks, Inc.
ROK / Rockwell Automation, Inc.
EASG / DBX ETF Trust - Xtrackers MSCI EAFE Selection Equity ETF
TDV / ProShares Trust - ProShares S&P Technology Dividend Aristocrats ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
AMD / Advanced Micro Devices, Inc.
KMB / Kimberly-Clark Corporation
GIS / General Mills, Inc.
SPYX / SPDR Series Trust - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SYK / Stryker Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
HSY / The Hershey Company
PSLV / Sprott Physical Silver Trust
CSX / CSX Corporation
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
CI / The Cigna Group
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
FAST / Fastenal Company
BNS / The Bank of Nova Scotia
UNP / Union Pacific Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
DASH / DoorDash, Inc.
UPS / United Parcel Service, Inc.
TSCO / Tractor Supply Company
FRBA / First Bank
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
SHAK / Shake Shack Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
VGT / Vanguard World Fund - Vanguard Information Technology ETF
UGI / UGI Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline ETF
AES / The AES Corporation
MLI / Mueller Industries, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SWK / Stanley Black & Decker, Inc.
MKC / McCormick & Company, Incorporated
NJR / New Jersey Resources Corporation
AJG / Arthur J. Gallagher & Co.
CMG / Chipotle Mexican Grill, Inc.
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
WEC / WEC Energy Group, Inc.
WTRG / Essential Utilities, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SLVM / Sylvamo Corporation
ICE / Intercontinental Exchange, Inc.
STLD / Steel Dynamics, Inc.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
DOX / Amdocs Limited
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
WCN / Waste Connections, Inc.
MANH / Manhattan Associates, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
NLY / Annaly Capital Management, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
PTY / PIMCO Corporate & Income Opportunity Fund
CR / Crane Company
KVUE / Kenvue Inc.
SOLV / Solventum Corporation
TRC / Tejon Ranch Co.
VFH / Vanguard World Fund - Vanguard Financials ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
AVY / Avery Dennison Corporation
EMMF / WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund
BMO / Bank of Montreal
AON / Aon plc
HEI / HEICO Corporation
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
NMTC / NeuroOne Medical Technologies Corporation
ALB / Albemarle Corporation
RSPF / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF
DVY / iShares Trust - iShares Select Dividend ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CP / Canadian Pacific Kansas City Limited
SOXX / iShares Trust - iShares Semiconductor ETF
TXT / Textron Inc.
CNI / Canadian National Railway Company
CAVA / CAVA Group, Inc.
PALL / abrdn Palladium ETF Trust - abrdn Physical Palladium Shares ETF
BAX / Baxter International Inc.
UTF / Cohen & Steers Infrastructure Fund, Inc
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PAG / Penske Automotive Group, Inc.
EG / Everest Group, Ltd.
MOS / The Mosaic Company
CHKP / Check Point Software Technologies Ltd.
KEYS / Keysight Technologies, Inc.
ITEQ / Amplify ETF Trust - Amplify BlueStar Israel Technology ETF
MYN / BlackRock MuniYield New York Quality Fund, Inc.
WY / Weyerhaeuser Company
MTD / Mettler-Toledo International Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
CYBR / CyberArk Software Ltd.
LITE / Lumentum Holdings Inc.
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
JHX / James Hardie Industries plc
FTNT / Fortinet, Inc.
MU / Micron Technology, Inc.
SLB / SLB N.V.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
BIPC / Brookfield Infrastructure Corporation
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
DLTR / Dollar Tree, Inc.
CPNG / Coupang, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
KD / Kyndryl Holdings, Inc.
MELI / MercadoLibre, Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
SMG / The Scotts Miracle-Gro Company
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
WDC / Western Digital Corporation
DOC / Healthpeak Properties, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
SJM / The J. M. Smucker Company
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
STLA / Stellantis N.V.
FERG / Ferguson Enterprises Inc.
NXPI / NXP Semiconductors N.V.
MSGS / Madison Square Garden Sports Corp.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
OMC / Omnicom Group Inc.
AMCR / Amcor plc
CAH / Cardinal Health, Inc.
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
MPT / Medical Properties Trust, Inc.
SIRI / Sirius XM Holdings Inc.
DOCN / DigitalOcean Holdings, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
LAMR / Lamar Advertising Company
CE / Celanese Corporation
MPWR / Monolithic Power Systems, Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
PRAA / PRA Group, Inc.
SPHR / Sphere Entertainment Co.
IT / Gartner, Inc.
LBRDA / Liberty Broadband Corporation
HUM / Humana Inc.
CNX / CNX Resources Corporation
NIO / NIO Inc. - Depositary Receipt (Common Stock)
MFEM / PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
BATRK / Atlanta Braves Holdings, Inc.
ARTY / iShares Trust - iShares Future AI & Tech ETF
NVDA / NVIDIA Corporation
SOUN / SoundHound AI, Inc.
FUL / H.B. Fuller Company
MANU / Manchester United plc
TDUP / ThredUp Inc.
BATRA / Atlanta Braves Holdings, Inc.
OI / O-I Glass, Inc.
SU / Suncor Energy Inc.
VREX / Varex Imaging Corporation
AMCX / AMC Global Media Inc.
LUMN / Lumen Technologies, Inc.
UTF.RT / Cohen & Steers Infrastructure Fund, Inc - Equity Right
OBE / Obsidian Energy Ltd.
LILAK / Liberty Latin America Ltd.
ATON / AlphaTON Capital Corp.
LLYVA / Liberty Live Holdings, Inc.
LYFT / Lyft, Inc.
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
MSTR / Strategy Inc
NOMD / Nomad Foods Limited
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
CGC / Canopy Growth Corporation
FICO / Fair Isaac Corporation
K / Kellanova
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
STE / STERIS plc
KKR / KKR & Co. Inc.
NVR / NVR, Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
MSFT / Microsoft Corporation
PEP / PepsiCo, Inc.
TPR / Tapestry, Inc.
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
LMT / Lockheed Martin Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
RTX / RTX Corporation
T / AT&T Inc.
INTC / Intel Corporation
COP / ConocoPhillips
SBUX / Starbucks Corporation
ALGN / Align Technology, Inc.
CVS / CVS Health Corporation
SPG / Simon Property Group, Inc.
META / Meta Platforms, Inc.
ISRG / Intuitive Surgical, Inc.
PCAR / PACCAR Inc
V / Visa Inc.
GEHC / GE HealthCare Technologies Inc.
UBER / Uber Technologies, Inc.
DUK / Duke Energy Corporation
VRTX / Vertex Pharmaceuticals Incorporated
BBY / Best Buy Co., Inc.
GRMN / Garmin Ltd.
CTRA / Coterra Energy Inc.
CINF / Cincinnati Financial Corporation
BLK / BlackRock, Inc.
HCA / HCA Healthcare, Inc.
XEL / Xcel Energy Inc.
HAL / Halliburton Company
PH / Parker-Hannifin Corporation
DIS / The Walt Disney Company
WMT / Walmart Inc.
AMAT / Applied Materials, Inc.
MSI / Motorola Solutions, Inc.
VRT / Vertiv Holdings Co
GOOGL / Alphabet Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
DE / Deere & Company
FLUT / Flutter Entertainment plc
NEM / Newmont Corporation
AWK / American Water Works Company, Inc.
OXY / Occidental Petroleum Corporation
NRG / NRG Energy, Inc.
CCI / Crown Castle Inc.
ADP / Automatic Data Processing, Inc.
ADSK / Autodesk, Inc.
ABBV / AbbVie Inc.
AEP / American Electric Power Company, Inc.
ABNB / Airbnb, Inc.
AMT / American Tower Corporation
PM / Philip Morris International Inc.
AKAM / Akamai Technologies, Inc.
APH / Amphenol Corporation
EMBC / Embecta Corp.
BSX / Boston Scientific Corporation
MCD / McDonald's Corporation
MCO / Moody's Corporation
GPN / Global Payments Inc.
MCK / McKesson Corporation
WCC / WESCO International, Inc.
MRSH / Marsh & McLennan Companies, Inc.
DHR / Danaher Corporation
WSM / Williams-Sonoma, Inc.
EOG / EOG Resources, Inc.
EMR / Emerson Electric Co.
DXCM / DexCom, Inc.
TER / Teradyne, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
CPRT / Copart, Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
IWM / iShares Trust - iShares Russell 2000 ETF
J / Jacobs Solutions Inc.
RBA / RB Global, Inc.
KR / The Kroger Co.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
CC / The Chemours Company
ROST / Ross Stores, Inc.
MS / Morgan Stanley
PPL / PPL Corporation
FIS / Fidelity National Information Services, Inc.
CIEN / Ciena Corporation
CDNS / Cadence Design Systems, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TDG / TransDigm Group Incorporated
NSC / Norfolk Southern Corporation
HRI / Herc Holdings Inc.
CL / Colgate-Palmolive Company
LYV / Live Nation Entertainment, Inc.
CME / CME Group Inc.
KEY / KeyCorp
FITB / Fifth Third Bancorp
SGI / Somnigroup International Inc.
ATO / Atmos Energy Corporation
TRV / The Travelers Companies, Inc.
BEPC / Brookfield Renewable Corporation
TGT / Target Corporation
EMN / Eastman Chemical Company
MNDY / monday.com Ltd.
TWLO / Twilio Inc.
OGN / Organon & Co.
USAI / Pacer Funds Trust - Pacer American Energy Infrastructure ETF
MTB / M&T Bank Corporation
MSGE / Madison Square Garden Entertainment Corp.
IVT / InvenTrust Properties Corp.
DOW / Dow Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
LOW / Lowe's Companies, Inc.
SPOT / Spotify Technology S.A.
LRCX / Lam Research Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MAIN / Main Street Capital Corporation
XYL / Xylem Inc.
PZZA / Papa John's International, Inc.
CDW / CDW Corporation
MPC / Marathon Petroleum Corporation
NET / Cloudflare, Inc.
D / Dominion Energy, Inc.
L / Loews Corporation
SYF / Synchrony Financial
WTW / Willis Towers Watson Public Limited Company
EXPD / Expeditors International of Washington, Inc.
ELV / Elevance Health, Inc.
TJX / The TJX Companies, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
CTXR / Citius Pharmaceuticals, Inc.
NTRS / Northern Trust Corporation
KIM / Kimco Realty Corporation
IEX / IDEX Corporation
PKG / Packaging Corporation of America
NI / NiSource Inc.
PNR / Pentair plc
CEF / Sprott Physical Gold and Silver Trust
TRNS / Transcat, Inc.
IDXX / IDEXX Laboratories, Inc.
INGR / Ingredion Incorporated
ACWI / iShares Trust - iShares MSCI ACWI ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
TT / Trane Technologies plc
CMI / Cummins Inc.
WMG / Warner Music Group Corp.
BR / Broadridge Financial Solutions, Inc.
TAP / Molson Coors Beverage Company
AVA / Avista Corporation
IBB / iShares Trust - iShares Biotechnology ETF
CNR / Core Natural Resources, Inc.
ETR / Entergy Corporation
CHE / Chemed Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
EXR / Extra Space Storage Inc.
BDN / Brandywine Realty Trust
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
PSKY / Paramount Skydance Corporation
IEV / iShares Trust - iShares Europe ETF
NMRK / Newmark Group, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
BPRN / Princeton Bancorp, Inc.
CPAY / Corpay, Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AMH / American Homes 4 Rent
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
KBWR / Invesco Exchange-Traded Fund Trust II - Invesco Bloomberg Financial Data Providers ETF
CXT / Crane NXT, Co.
LEA / Lear Corporation
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
BAR / GraniteShares Gold Trust
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
COHR / Coherent Corp.
MCHP / Microchip Technology Incorporated
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
ADME / ETF Series Solutions - Aptus Drawdown Managed Equity ETF
AMGN / Amgen Inc.
MIDD / The Middleby Corporation
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
SO / The Southern Company
DIVB / iShares Trust - iShares Core Dividend ETF
LBTYA / Liberty Global Ltd.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
HON / Honeywell International Inc.
ARE / Alexandria Real Estate Equities, Inc.
RACE / Ferrari N.V.
TSLA / Tesla, Inc.
SHOP / Shopify Inc.
B / Barrick Mining Corporation
FFIV / F5, Inc.
BKNG / Booking Holdings Inc.
FWONK / Formula One Group
RSG / Republic Services, Inc.
PYPL / PayPal Holdings, Inc.
JPM / JPMorgan Chase & Co.
LVS / Las Vegas Sands Corp.
NFLX / Netflix, Inc.
GILD / Gilead Sciences, Inc.
LHX / L3Harris Technologies, Inc.
AAL / American Airlines Group Inc.
AME / AMETEK, Inc.
COR / Cencora, Inc.
FE / FirstEnergy Corp.
LNG / Cheniere Energy, Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
MAS / Masco Corporation
VST / Vistra Corp.
DEO / Diageo plc - Depositary Receipt (Common Stock)
WFC / Wells Fargo & Company
CRWD / CrowdStrike Holdings, Inc.
MA / Mastercard Incorporated
BMY / Bristol-Myers Squibb Company
BAC / Bank of America Corporation
NKE / NIKE, Inc.
GL / Globe Life Inc.
KMI / Kinder Morgan, Inc.
GE / General Electric Company
LYB / LyondellBasell Industries N.V.
AKRE / Professionally Managed Portfolios - Akre Focus ETF
LLY / Eli Lilly and Company
DOV / Dover Corporation
BE / Bloom Energy Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
LH / Labcorp Holdings Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
LBRDK / Liberty Broadband Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
LBTYK / Liberty Global Ltd.
GBTC / Grayscale Bitcoin Trust (BTC)
FCT / First Trust Senior Floating Rate Income Fund II
CSQ / Calamos Strategic Total Return Fund
OEF / iShares Trust - iShares S&P 100 ETF
MJSC / The RBB Fund Trust - MUFG Japan Small Cap Active ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
F / Ford Motor Company
XSD / SPDR Series Trust - State Street SPDR S&P Semiconductor ETF
HPE / Hewlett Packard Enterprise Company
CDP / COPT Defense Properties
IBDZ / iShares Trust - iShares iBonds Dec 2034 Term Corporate ETF
GLD / SPDR Gold Shares
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CAT / Caterpillar Inc.
DRSK / ETF Series Solutions - Aptus Defined Risk ETF
ALL / The Allstate Corporation
BAM / Brookfield Asset Management Ltd.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
CBRE / CBRE Group, Inc.
BN / Brookfield Corporation
PPG / PPG Industries, Inc.
LECO / Lincoln Electric Holdings, Inc.
SNDK / Sandisk Corporation
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
BITB / Bitwise Bitcoin ETF
EQR / Equity Residential
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
DDOG / Datadog, Inc.
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
AMP / Ameriprise Financial, Inc.
HIG / The Hartford Insurance Group, Inc.
KHC / The Kraft Heinz Company
DRI / Darden Restaurants, Inc.
NXJ / Nuveen New Jersey Quality Municipal Income Fund
DLTH / Duluth Holdings Inc.
TKO / TKO Group Holdings, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
NUE / Nucor Corporation
VMC / Vulcan Materials Company
SHEL / Shell plc - Depositary Receipt (Common Stock)
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
CEMB / iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF