Market Value5,330,848,920
Total Holdings728
File Date2024-08-14
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
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XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
SKT / Tanger Inc.
DAR / Darling Ingredients Inc.
C.WSA / Citigroup, Inc.
GOOG / Alphabet Inc.
OXY / Occidental Petroleum Corporation
PNW / Pinnacle West Capital Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
META / Meta Platforms, Inc.
GOOGL / Alphabet Inc.
CPNG / Coupang, Inc.
ITW / Illinois Tool Works Inc.
PLTR / Palantir Technologies Inc.
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
YUMC / Yum China Holdings, Inc.
FSLY / Fastly, Inc.
CHD / Church & Dwight Co., Inc.
PFE / Pfizer Inc.
SYY / Sysco Corporation
SFM / Sprouts Farmers Market, Inc.
VTRS / Viatris Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
CNRG / SPDR Series Trust - State Street SPDR S&P Kensho Clean Power ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
CGDV / Capital Group Dividend Value ETF
UGI / UGI Corporation
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
DVN / Devon Energy Corporation
GTLS / Chart Industries, Inc.
PSK / SPDR Series Trust - State Street SPDR ICE Preferred Securities ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
DVY / iShares Trust - iShares Select Dividend ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
PJT / PJT Partners Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
CLX / The Clorox Company
FIDI / Fidelity Covington Trust - Fidelity International High Dividend ETF
CB / Chubb Limited
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
HIG / The Hartford Insurance Group, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
UPRO / ProShares Trust - ProShares UltraPro S&P500
IWR / iShares Trust - iShares Russell Mid-Cap ETF
AEIS / Advanced Energy Industries, Inc.
THNQ / Exchange Traded Concepts Trust - ROBO Global Artificial Intelligence ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
MDLZ / Mondelez International, Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
CGGR / Capital Group Growth ETF
GEV / GE Vernova Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SCHW / The Charles Schwab Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
PEP / PepsiCo, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
CTVA / Corteva, Inc.
TFC / Truist Financial Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
SHOP / Shopify Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ENB / Enbridge Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
CEG / Constellation Energy Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
RTX / RTX Corporation
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
DRI / Darden Restaurants, Inc.
TW / Tradeweb Markets Inc.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ADP / Automatic Data Processing, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CLIP / Global X Funds - Global X 1-3 Month T-Bill ETF
SPYX / SPDR Series Trust - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
NXT / Nextpower Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
CCEP / Coca-Cola Europacific Partners PLC
DOV / Dover Corporation
WM / Waste Management, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
HLI / Houlihan Lokey, Inc.
WY / Weyerhaeuser Company
EFV / iShares Trust - iShares MSCI EAFE Value ETF
CTAS / Cintas Corporation
NFG / National Fuel Gas Company
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MUB / iShares Trust - iShares National Muni Bond ETF
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
WPM / Wheaton Precious Metals Corp.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
CGUS / Capital Group Core Equity ETF
BMI / Badger Meter, Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
CME / CME Group Inc.
XPO / XPO, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
IOVA / Iovance Biotherapeutics, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
GD / General Dynamics Corporation
BAX / Baxter International Inc.
GPC / Genuine Parts Company
WDAY / Workday, Inc.
NTR / Nutrien Ltd.
LMT / Lockheed Martin Corporation
ADBE / Adobe Inc.
CRWD / CrowdStrike Holdings, Inc.
VMC / Vulcan Materials Company
PATH / UiPath, Inc.
DOW / Dow Inc.
ABNB / Airbnb, Inc.
DDOG / Datadog, Inc.
FTNT / Fortinet, Inc.
NET / Cloudflare, Inc.
GOLD / Gold.com, Inc.
NKE / NIKE, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
DTM / DT Midstream, Inc.
PANW / Palo Alto Networks, Inc.
BILS / SPDR Series Trust - State Street SPDR Bloomberg 3-12 Month T-Bill ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
STLD / Steel Dynamics, Inc.
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
CBRE / CBRE Group, Inc.
HES / Hess Corporation
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
MCD / McDonald's Corporation
TMUS / T-Mobile US, Inc.
TECH / Bio-Techne Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
SNY / Sanofi - Depositary Receipt (Common Stock)
OLLI / Ollie's Bargain Outlet Holdings, Inc.
DELL / Dell Technologies Inc.
MELI / MercadoLibre, Inc.
BE / Bloom Energy Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
CMCSA / Comcast Corporation
SNA / Snap-on Incorporated
CVS / CVS Health Corporation
HPQ / HP Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
CRL / Charles River Laboratories International, Inc.
DINO / HF Sinclair Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DGX / Quest Diagnostics Incorporated
VDE / Vanguard World Fund - Vanguard Energy ETF
APTV / Aptiv PLC
DWX / SPDR Index Shares Funds - State Street SPDR S&P International Dividend ETF
XHB / SPDR Series Trust - State Street SPDR S&P Homebuilders ETF
MIN / MFS Intermediate Income Trust
ZBH / Zimmer Biomet Holdings, Inc.
SBUX / Starbucks Corporation
TJX / The TJX Companies, Inc.
IDXX / IDEXX Laboratories, Inc.
MSI / Motorola Solutions, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
WBD / Warner Bros. Discovery, Inc.
A / Agilent Technologies, Inc.
GLW / Corning Incorporated
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
IBM / International Business Machines Corporation
CARR / Carrier Global Corporation
UPS / United Parcel Service, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
MRVL / Marvell Technology, Inc.
COP / ConocoPhillips
IWB / iShares Trust - iShares Russell 1000 ETF
HPS / John Hancock Preferred Income Fund III
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
C / Citigroup Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
HAWX / iShares Trust - iShares Currency Hedged MSCI ACWI ex U.S. ETF
PPIH / Perma-Pipe International Holdings, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
ODFL / Old Dominion Freight Line, Inc.
F / Ford Motor Company
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
COST / Costco Wholesale Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
FICO / Fair Isaac Corporation
CINF / Cincinnati Financial Corporation
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
AVNT / Avient Corporation
T / AT&T Inc.
IP / International Paper Company
TXN / Texas Instruments Incorporated
PAYO / Payoneer Global Inc.
IQV / IQVIA Holdings Inc.
O / Realty Income Corporation
PGR / The Progressive Corporation
FAST / Fastenal Company
INTU / Intuit Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
JNJ / Johnson & Johnson
WEC / WEC Energy Group, Inc.
MET / MetLife, Inc.
ACN / Accenture plc
BK / The Bank of New York Mellon Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
SOLV / Solventum Corporation
KHC / The Kraft Heinz Company
ISRG / Intuitive Surgical, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
CI / The Cigna Group
PSX / Phillips 66
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MMM / 3M Company
OMC / Omnicom Group Inc.
PAYX / Paychex, Inc.
ACM / AECOM
AJG / Arthur J. Gallagher & Co.
GS / The Goldman Sachs Group, Inc.
NEM / Newmont Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
FCX / Freeport-McMoRan Inc.
AXP / American Express Company
MDT / Medtronic plc
TDOC / Teladoc Health, Inc.
AMGN / Amgen Inc.
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
DHR / Danaher Corporation
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
EVRG / Evergy, Inc.
LHX / L3Harris Technologies, Inc.
SLB / SLB N.V.
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
CSX / CSX Corporation
CPRT / Copart, Inc.
ABBV / AbbVie Inc.
X / United States Steel Corporation
SLVM / Sylvamo Corporation
ED / Consolidated Edison, Inc.
WMT / Walmart Inc.
BLD / TopBuild Corp.
DUK / Duke Energy Corporation
ALL / The Allstate Corporation
EOG / EOG Resources, Inc.
VZ / Verizon Communications Inc.
AME / AMETEK, Inc.
MRSH / Marsh & McLennan Companies, Inc.
UPST / Upstart Holdings, Inc.
TOL / Toll Brothers, Inc.
CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
SNPS / Synopsys, Inc.
URA / Global X Funds - Global X Uranium ETF
TSLA / Tesla, Inc.
YUM / Yum! Brands, Inc.
NFLX / Netflix, Inc.
STE / STERIS plc
LAAC / Lithium Argentina AG
TSCO / Tractor Supply Company
SLV / iShares Silver Trust
NEE / NextEra Energy, Inc.
CLIP / Global X Funds - Global X 1-3 Month T-Bill ETF
COR / Cencora, Inc.
LAC / Lithium Americas Corp.
PYPL / PayPal Holdings, Inc.
XPH / SPDR Series Trust - State Street SPDR S&P Pharmaceuticals ETF
GWW / W.W. Grainger, Inc.
VIV / Telefônica Brasil S.A. - Depositary Receipt (Common Stock)
THG / The Hanover Insurance Group, Inc.
ORGN / Origin Materials, Inc.
AUPH / Aurinia Pharmaceuticals Inc.
WFC / Wells Fargo & Company
CMG / Chipotle Mexican Grill, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
ADI / Analog Devices, Inc.
TREX / Trex Company, Inc.
WAT / Waters Corporation
GXO / GXO Logistics, Inc.
GEHC / GE HealthCare Technologies Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
PLL / Piedmont Lithium Inc.
STNE / StoneCo Ltd.
MAS / Masco Corporation
KMB / Kimberly-Clark Corporation
VRSK / Verisk Analytics, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
ABT / Abbott Laboratories
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
WHR / Whirlpool Corporation
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
PCAR / PACCAR Inc
NLOP / Net Lease Office Properties
RS / Reliance, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
GLD / SPDR Gold Shares
AVGO / Broadcom Inc.
BDX / Becton, Dickinson and Company
MO / Altria Group, Inc.
MP / MP Materials Corp.
VLO / Valero Energy Corporation
KR / The Kroger Co.
MA / Mastercard Incorporated
MSFT / Microsoft Corporation
ZTS / Zoetis Inc.
VRSN / VeriSign, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
ETR / Entergy Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
QQQ / Invesco QQQ Trust, Series 1
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TYL / Tyler Technologies, Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
ECL / Ecolab Inc.
ORCL / Oracle Corporation
USB / U.S. Bancorp
EXE / Expand Energy Corporation
AMD / Advanced Micro Devices, Inc.
NOC / Northrop Grumman Corporation
EIX / Edison International
IAU / iShares Gold Trust
CL / Colgate-Palmolive Company
IR / Ingersoll Rand Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
CDW / CDW Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
IPG / The Interpublic Group of Companies, Inc.
DOCU / DocuSign, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
AES / The AES Corporation
LEN / Lennar Corporation
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
FI / Fiserv, Inc.
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
PSA / Public Storage
VHT / Vanguard World Fund - Vanguard Health Care ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
ADM / Archer-Daniels-Midland Company
IRM / Iron Mountain Incorporated
HLN / Haleon plc - Depositary Receipt (Common Stock)
WSO / Watsco, Inc.
ET / Energy Transfer LP - Limited Partnership
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
CATC / Cambridge Bancorp
KDP / Keurig Dr Pepper Inc.
US89420GAE98 / Travelers Ppty Cas Corp New Senior Notes 6.375% 03/15/33
AAL / American Airlines Group Inc.
CHIMERA INVT CORP / (16934Q208)
IGRO / iShares Trust - iShares International Dividend Growth ETF
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
NYCB / Flagstar Financial, Inc.
LDOS / Leidos Holdings, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
AY / Atlantica Sustainable Infrastructure plc
CGSM / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF
SMCI / Super Micro Computer, Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
BALL / Ball Corporation
REET / iShares Trust - iShares Global REIT ETF
TEL / TE Connectivity plc
ARKK / ARK ETF Trust - ARK Innovation ETF
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
CTRA / Coterra Energy Inc.
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
SPXE / ProShares Trust - ProShares S&P 500 Ex-Energy ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
EA / Electronic Arts Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
AR / Antero Resources Corporation
SRE / Sempra
OC / Owens Corning
HSY / The Hershey Company
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
MTDR / Matador Resources Company
NFE / New Fortress Energy Inc.
GPK / Graphic Packaging Holding Company
DFS / Discover Financial Services
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
LRCX / Lam Research Corporation
CGXU / Capital Group International Focus Equity ETF
WBA / Walgreens Boots Alliance, Inc.
POOL / Pool Corporation
CNQ / Canadian Natural Resources Limited
FLNC / Fluence Energy, Inc.
MCHP / Microchip Technology Incorporated
PXD / Pioneer Natural Resources Company
PECO / Phillips Edison & Company, Inc.
CELH / Celsius Holdings, Inc.
SAIC / Science Applications International Corporation
VICI / VICI Properties Inc.
SATS / EchoStar Corporation
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock)
OLN / Olin Corporation
STEM / Stem, Inc.
BLDR / Builders FirstSource, Inc.
MOS / The Mosaic Company
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
TYG / Tortoise Energy Infrastructure Corporation
STZ / Constellation Brands, Inc.
EXR / Extra Space Storage Inc.
CGIE / Capital Group International Equity ETF
HGV / Hilton Grand Vacations Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
GWX / SPDR Index Shares Funds - State Street SPDR S&P International Small Cap ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
PHIN / PHINIA Inc.
WDIV / SPDR Index Shares Funds - State Street SPDR S&P Global Dividend ETF
OGN / Organon & Co.
ONL / Orion Properties Inc.
BEN / Franklin Resources, Inc.
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
BTG / B2Gold Corp.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
GXC / SPDR Index Shares Funds - State Street SPDR S&P China ETF
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
PHM / PulteGroup, Inc.
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
TER / Teradyne, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
RY / Royal Bank of Canada
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
ARMN / Aris Mining Corporation
ZS / Zscaler, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
GPN / Global Payments Inc.
LW / Lamb Weston Holdings, Inc.
XHE / SPDR Series Trust - State Street SPDR S&P Health Care Equipment ETF
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
KD / Kyndryl Holdings, Inc.
ROL / Rollins, Inc.
AKAM / Akamai Technologies, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
HIMX / Himax Technologies, Inc. - Depositary Receipt (Common Stock)
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
BB / BlackBerry Limited
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
VFQY / Vanguard Wellington Fund - Vanguard U.S. Quality Factor ETF
ALLY / Ally Financial Inc.
TPR / Tapestry, Inc.
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
ARKF / ARK ETF Trust - ARK Blockchain & Fintech Innovation ETF
RDHL / RedHill Biopharma Ltd. - Depositary Receipt (Common Stock)
USA / Liberty All-Star Equity Fund
EMBC / Embecta Corp.
KGCRF / Kinross Gold Corporation - Equity Right
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
TSVT / 2seventy bio, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
ALTM / Arcadium Lithium plc
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
KTOS / Kratos Defense & Security Solutions, Inc.
SWKS / Skyworks Solutions, Inc.
MMS / Maximus, Inc.
AAPL / Apple Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
BIIB / Biogen Inc.
VRT / Vertiv Holdings Co
JPM / JPMorgan Chase & Co.
SPGI / S&P Global Inc.
AIG / American International Group, Inc.
UNP / Union Pacific Corporation
PRU / Prudential Financial, Inc.
MU / Micron Technology, Inc.
MTD / Mettler-Toledo International Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
XOM / Exxon Mobil Corporation
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
GRAB / Grab Holdings Limited
MRK / Merck & Co., Inc.
MS / Morgan Stanley
COF / Capital One Financial Corporation
AMZN / Amazon.com, Inc.
HCA / HCA Healthcare, Inc.
V / Visa Inc.
TT / Trane Technologies plc
MRO / Marathon Oil Corporation
ROP / Roper Technologies, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MSCI / MSCI Inc.
JKHY / Jack Henry & Associates, Inc.
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CSCO / Cisco Systems, Inc.
CVX / Chevron Corporation
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
AMAT / Applied Materials, Inc.
SKM / SK Telecom Co., Ltd. - Depositary Receipt (Common Stock)
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
QCOM / QUALCOMM Incorporated
BRK.B / Berkshire Hathaway Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
MPC / Marathon Petroleum Corporation
KVUE / Kenvue Inc.
USSG / DBX ETF Trust - Xtrackers MSCI USA Selection Equity ETF
BMY / Bristol-Myers Squibb Company
ENVX / Enovix Corporation
WELL / Welltower Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CEF / Sprott Physical Gold and Silver Trust
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
INTC / Intel Corporation
BSX / Boston Scientific Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
GIS / General Mills, Inc.
PLD / Prologis, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
D / Dominion Energy, Inc.
ARCC / Ares Capital Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
EFAX / SPDR Index Shares Funds - State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
CSGP / CoStar Group, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
EMR / Emerson Electric Co.
KO / The Coca-Cola Company
FTXP / Foothills Exploration, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
PG / The Procter & Gamble Company
AWK / American Water Works Company, Inc.
KMI / Kinder Morgan, Inc.
BX / Blackstone Inc.
GE / General Electric Company
VRTX / Vertex Pharmaceuticals Incorporated
LOW / Lowe's Companies, Inc.
AMP / Ameriprise Financial, Inc.
BAC / Bank of America Corporation
UNH / UnitedHealth Group Incorporated
NUE / Nucor Corporation
PM / Philip Morris International Inc.
ETN / Eaton Corporation plc
EW / Edwards Lifesciences Corporation
CAH / Cardinal Health, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
WPC / W. P. Carey Inc.
PH / Parker-Hannifin Corporation
NVDA / NVIDIA Corporation
RGEN / Repligen Corporation
VST / Vistra Corp.
BA / The Boeing Company
PNC / The PNC Financial Services Group, Inc.
EQIX / Equinix, Inc.
WMB / The Williams Companies, Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
PWR / Quanta Services, Inc.
FITB / Fifth Third Bancorp
RPM / RPM International Inc.
TPL / Texas Pacific Land Corporation
NOW / ServiceNow, Inc.
AFL / Aflac Incorporated
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
APO / Apollo Global Management, Inc.
CMI / Cummins Inc.
APD / Air Products and Chemicals, Inc.
CRM / Salesforce, Inc.
HON / Honeywell International Inc.
VLTO / Veralto Corporation
LLY / Eli Lilly and Company
OKE / ONEOK, Inc.
BWA / BorgWarner Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
CCI / Crown Castle Inc.
EG / Everest Group, Ltd.
FNF / Fidelity National Financial, Inc.
TMO / Thermo Fisher Scientific Inc.
SGI / Somnigroup International Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
FSLR / First Solar, Inc.
CAT / Caterpillar Inc.
BKR / Baker Hughes Company
SHW / The Sherwin-Williams Company
TGT / Target Corporation
BKNG / Booking Holdings Inc.
SYK / Stryker Corporation
ROK / Rockwell Automation, Inc.
BR / Broadridge Financial Solutions, Inc.
ANET / Arista Networks, Inc.
AEP / American Electric Power Company, Inc.
DHI / D.R. Horton, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
NSC / Norfolk Southern Corporation
DECK / Deckers Outdoor Corporation
DIS / The Walt Disney Company
IWM / iShares Trust - iShares Russell 2000 ETF
J / Jacobs Solutions Inc.
EXC / Exelon Corporation
JCI / Johnson Controls International plc
ES / Eversource Energy
CDNS / Cadence Design Systems, Inc.
AMT / American Tower Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
LIN / Linde plc
MLM / Martin Marietta Materials, Inc.
MAA / Mid-America Apartment Communities, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
HD / The Home Depot, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
ANSS / ANSYS, Inc.
FDX / FedEx Corporation
NXPI / NXP Semiconductors N.V.
DTE / DTE Energy Company
XYL / Xylem Inc.
ICE / Intercontinental Exchange, Inc.
MCO / Moody's Corporation
RMD / ResMed Inc.
KEY / KeyCorp
TRV / The Travelers Companies, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
NXP / Nuveen Select Tax-Free Income Portfolio
APH / Amphenol Corporation
AVB / AvalonBay Communities, Inc.
MKC / McCormick & Company, Incorporated
MTB / M&T Bank Corporation
COPX / Global X Funds - Global X Copper Miners ETF
DE / Deere & Company
HOLX / Hologic, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
LNG / Cheniere Energy, Inc.
PTC / PTC Inc.
MCK / McKesson Corporation
CTSH / Cognizant Technology Solutions Corporation
ORLY / O'Reilly Automotive, Inc.
SO / The Southern Company
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SWK / Stanley Black & Decker, Inc.
HUBB / Hubbell Incorporated
AON / Aon plc
ENLC / EnLink Midstream, LLC
MLI / Mueller Industries, Inc.
BRK.A / Berkshire Hathaway Inc.
OTIS / Otis Worldwide Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
URI / United Rentals, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GILD / Gilead Sciences, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
PRI / Primerica, Inc.
ELV / Elevance Health, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
WTRG / Essential Utilities, Inc.
AVAV / AeroVironment, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
XIFR / XPLR Infrastructure, LP - Limited Partnership
ATSG / Air Transport Services Group, Inc.
RSG / Republic Services, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MLPA / Global X Funds - Global X MLP ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SNOW / Snowflake Inc.
ULTA / Ulta Beauty, Inc.
HTGC / Hercules Capital, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
HPE / Hewlett Packard Enterprise Company
DDD / 3D Systems Corporation
ZIMV / ZimVie Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
CGDG / Capital Group Dividend Growers ETF
CAG / Conagra Brands, Inc.
PCOR / Procore Technologies, Inc.
LMAT / LeMaitre Vascular, Inc.
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
UBER / Uber Technologies, Inc.
DLR / Digital Realty Trust, Inc.
STOT / SSGA Active Trust - State Street DoubleLine Short Duration Total Return Tactical ETF
MFC / Manulife Financial Corporation
TXRH / Texas Roadhouse, Inc.
HAL / Halliburton Company
NARI / Inari Medical, Inc.
CLOU / Global X Funds - Global X Cloud Computing ETF