Market Value5,471,570,863
Total Holdings564
File Date2025-02-05
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
BKNG / Booking Holdings Inc.
EIX / Edison International
GPC / Genuine Parts Company
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SKM / SK Telecom Co., Ltd. - Depositary Receipt (Common Stock)
XIFR / XPLR Infrastructure, LP - Limited Partnership
ICE / Intercontinental Exchange, Inc.
WDAY / Workday, Inc.
OKE / ONEOK, Inc.
IBP / Installed Building Products, Inc.
VRT / Vertiv Holdings Co
AKAM / Akamai Technologies, Inc.
TMUS / T-Mobile US, Inc.
FITB / Fifth Third Bancorp
C / Citigroup Inc.
DDOG / Datadog, Inc.
ORLY / O'Reilly Automotive, Inc.
AZO / AutoZone, Inc.
DLR / Digital Realty Trust, Inc.
SNA / Snap-on Incorporated
PANW / Palo Alto Networks, Inc.
MSI / Motorola Solutions, Inc.
IRM / Iron Mountain Incorporated
CHD / Church & Dwight Co., Inc.
CARR / Carrier Global Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
TPL / Texas Pacific Land Corporation
EFAX / SPDR Index Shares Funds - State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
STX / Seagate Technology Holdings plc
FDX / FedEx Corporation
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
DFS / Discover Financial Services
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
PLL / Piedmont Lithium Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
NTR / Nutrien Ltd.
IP / International Paper Company
AFL / Aflac Incorporated
OXY / Occidental Petroleum Corporation
IBM / International Business Machines Corporation
AMAT / Applied Materials, Inc.
ACM / AECOM
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
PSX / Phillips 66
BWA / BorgWarner Inc.
LOW / Lowe's Companies, Inc.
CSX / CSX Corporation
RMD / ResMed Inc.
AR / Antero Resources Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
AMT / American Tower Corporation
IPG / The Interpublic Group of Companies, Inc.
SLVM / Sylvamo Corporation
ROP / Roper Technologies, Inc.
ABT / Abbott Laboratories
PCAR / PACCAR Inc
XYL / Xylem Inc.
JPM / JPMorgan Chase & Co.
SMHX / VanEck ETF Trust - VanEck Fabless Semiconductor ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ZBH / Zimmer Biomet Holdings, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
ECL / Ecolab Inc.
AIG / American International Group, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
HDV / iShares Trust - iShares Core High Dividend ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CAT / Caterpillar Inc.
BEN / Franklin Resources, Inc.
TSVT / 2seventy bio, Inc.
XHE / SPDR Series Trust - State Street SPDR S&P Health Care Equipment ETF
MIN / MFS Intermediate Income Trust
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
AMTM / Amentum Holdings, Inc.
GEHC / GE HealthCare Technologies Inc.
DTM / DT Midstream, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
KD / Kyndryl Holdings, Inc.
GXO / GXO Logistics, Inc.
HTGC / Hercules Capital, Inc.
WAT / Waters Corporation
C.WSA / Citigroup, Inc.
TTWO / Take-Two Interactive Software, Inc.
UPST / Upstart Holdings, Inc.
TREX / Trex Company, Inc.
SOLV / Solventum Corporation
MMS / Maximus, Inc.
EG / Everest Group, Ltd.
APTV / Aptiv PLC
MRO / Marathon Oil Corporation
AY / Atlantica Sustainable Infrastructure plc
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
ENPH / Enphase Energy, Inc.
EBC / Eastern Bankshares, Inc.
VSH / Vishay Intertechnology, Inc.
MAS / Masco Corporation
EMBC / Embecta Corp.
VPG / Vishay Precision Group, Inc.
PNW / Pinnacle West Capital Corporation
MDIA / MediaCo Holding Inc.
FLG / Flagstar Bank, National Association
ZIMV / ZimVie Inc.
MTD / Mettler-Toledo International Inc.
GS / The Goldman Sachs Group, Inc.
CCI / Crown Castle Inc.
ALTM / Arcadium Lithium plc
WHR / Whirlpool Corporation
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
GBTC / Grayscale Bitcoin Trust (BTC)
HSY / The Hershey Company
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
HPE / Hewlett Packard Enterprise Company
TSCO / Tractor Supply Company
CVS / CVS Health Corporation
SLV / iShares Silver Trust
CAG / Conagra Brands, Inc.
ADI / Analog Devices, Inc.
AAPL / Apple Inc.
GLD / SPDR Gold Shares
AWK / American Water Works Company, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
MAR / Marriott International, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VLO / Valero Energy Corporation
KR / The Kroger Co.
MA / Mastercard Incorporated
IDXX / IDEXX Laboratories, Inc.
BMY / Bristol-Myers Squibb Company
SKT / Tanger Inc.
ROK / Rockwell Automation, Inc.
ITW / Illinois Tool Works Inc.
AMD / Advanced Micro Devices, Inc.
GD / General Dynamics Corporation
SWK / Stanley Black & Decker, Inc.
MP / MP Materials Corp.
PRGS / Progress Software Corporation
DWX / SPDR Index Shares Funds - State Street SPDR S&P International Dividend ETF
INFA / Informatica Inc.
LMAT / LeMaitre Vascular, Inc.
DGX / Quest Diagnostics Incorporated
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
HAWX / iShares Trust - iShares Currency Hedged MSCI ACWI ex U.S. ETF
OC / Owens Corning
CGXU / Capital Group International Focus Equity ETF
SPXE / ProShares Trust - ProShares S&P 500 Ex-Energy ETF
XHB / SPDR Series Trust - State Street SPDR S&P Homebuilders ETF
STE / STERIS plc
VAW / Vanguard World Fund - Vanguard Materials ETF
WEC / WEC Energy Group, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
TGT / Target Corporation
UPS / United Parcel Service, Inc.
COP / ConocoPhillips
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
JKHY / Jack Henry & Associates, Inc.
CEF / Sprott Physical Gold and Silver Trust
F / Ford Motor Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
FLNC / Fluence Energy, Inc.
CRL / Charles River Laboratories International, Inc.
PGR / The Progressive Corporation
MET / MetLife, Inc.
FAST / Fastenal Company
BK / The Bank of New York Mellon Corporation
KHC / The Kraft Heinz Company
SPG / Simon Property Group, Inc.
MMM / 3M Company
DKS / DICK'S Sporting Goods, Inc.
MTB / M&T Bank Corporation
PAYX / Paychex, Inc.
CBRE / CBRE Group, Inc.
AJG / Arthur J. Gallagher & Co.
GOOG / Alphabet Inc.
SPGI / S&P Global Inc.
META / Meta Platforms, Inc.
ABBV / AbbVie Inc.
NEM / Newmont Corporation
GOOGL / Alphabet Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SNPS / Synopsys, Inc.
PLTR / Palantir Technologies Inc.
AXP / American Express Company
MDT / Medtronic plc
AMGN / Amgen Inc.
DHR / Danaher Corporation
SLB / SLB N.V.
CPNG / Coupang, Inc.
ED / Consolidated Edison, Inc.
DUK / Duke Energy Corporation
ALL / The Allstate Corporation
VZ / Verizon Communications Inc.
AME / AMETEK, Inc.
EOG / EOG Resources, Inc.
SWKS / Skyworks Solutions, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
YUM / Yum! Brands, Inc.
VRSK / Verisk Analytics, Inc.
GOLD / Gold.com, Inc.
ZTS / Zoetis Inc.
BKR / Baker Hughes Company
VRSN / VeriSign, Inc.
URI / United Rentals, Inc.
BDX / Becton, Dickinson and Company
LRCX / Lam Research Corporation
USB / U.S. Bancorp
CL / Colgate-Palmolive Company
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
HON / Honeywell International Inc.
DOW / Dow Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
STNE / StoneCo Ltd.
DTE / DTE Energy Company
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
LRCX / Lam Research Corporation
BAX / Baxter International Inc.
D / Dominion Energy, Inc.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
VTRS / Viatris Inc.
HES / Hess Corporation
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
TECH / Bio-Techne Corporation
UGI / UGI Corporation
CTRA / Coterra Energy Inc.
MO / Altria Group, Inc.
MLI / Mueller Industries, Inc.
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
AES / The AES Corporation
GPK / Graphic Packaging Holding Company
SRE / Sempra
EA / Electronic Arts Inc.
LMT / Lockheed Martin Corporation
DVN / Devon Energy Corporation
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
PSK / SPDR Series Trust - State Street SPDR ICE Preferred Securities ETF
NET / Cloudflare, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
GTLS / Chart Industries, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
IQV / IQVIA Holdings Inc.
MFC / Manulife Financial Corporation
VMC / Vulcan Materials Company
NRG / NRG Energy, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
CI / The Cigna Group
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
WSO / Watsco, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
NOC / Northrop Grumman Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
SNOW / Snowflake Inc.
CLX / The Clorox Company
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BRK.A / Berkshire Hathaway Inc.
APTV / Aptiv PLC
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
CRWD / CrowdStrike Holdings, Inc.
FIDI / Fidelity Covington Trust - Fidelity International High Dividend ETF
CB / Chubb Limited
SJM / The J. M. Smucker Company
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
IOVA / Iovance Biotherapeutics, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CINF / Cincinnati Financial Corporation
AEIS / Advanced Energy Industries, Inc.
TOL / Toll Brothers, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SBUX / Starbucks Corporation
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
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
DELL / Dell Technologies Inc.
MDLZ / Mondelez International, Inc.
TSLA / Tesla, Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
BLK / BlackRock, Inc.
GEV / GE Vernova Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
MRVL / Marvell Technology, Inc.
T / AT&T Inc.
PEP / PepsiCo, Inc.
WFC / Wells Fargo & Company
WELL / Welltower Inc.
SCHW / The Charles Schwab Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
NSC / Norfolk Southern Corporation
KMB / Kimberly-Clark Corporation
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
LEN / Lennar Corporation
CMG / Chipotle Mexican Grill, Inc.
INTU / Intuit Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
NEE / NextEra Energy, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
MSFT / Microsoft Corporation
CEG / Constellation Energy Corporation
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
LNG / Cheniere Energy, Inc.
ORCL / Oracle Corporation
ETR / Entergy Corporation
FSLR / First Solar, Inc.
MRSH / Marsh & McLennan Companies, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
FNF / Fidelity National Financial, Inc.
A / Agilent Technologies, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
USSG / DBX ETF Trust - Xtrackers MSCI USA Selection Equity ETF
RTX / RTX Corporation
PFE / Pfizer Inc.
PEG / Public Service Enterprise Group Incorporated
BRK.B / Berkshire Hathaway Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
PSA / Public Storage
NVT / nVent Electric plc
NXT / Nextpower Inc.
SYY / Sysco Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CMCSA / Comcast Corporation
SPYX / SPDR Series Trust - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
TW / Tradeweb Markets Inc.
SFM / Sprouts Farmers Market, Inc.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
UBER / Uber Technologies, Inc.
CLIP / Global X Funds - Global X 1-3 Month T-Bill ETF
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
ADP / Automatic Data Processing, Inc.
BILS / SPDR Series Trust - State Street SPDR Bloomberg 3-12 Month T-Bill ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
ANET / Arista Networks, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
ADBE / Adobe Inc.
CCEP / Coca-Cola Europacific Partners PLC
DOV / Dover Corporation
HLI / Houlihan Lokey, Inc.
WM / Waste Management, Inc.
CTAS / Cintas Corporation
CME / CME Group Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
COST / Costco Wholesale Corporation
NFG / National Fuel Gas Company
GLW / Corning Incorporated
TEL / TE Connectivity plc
CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
FICO / Fair Isaac Corporation
SU / Suncor Energy Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
COR / Cencora, Inc.
NVDA / NVIDIA Corporation
OMC / Omnicom Group Inc.
HPQ / HP Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
ISRG / Intuitive Surgical, Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
BMI / Badger Meter, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IWB / iShares Trust - iShares Russell 1000 ETF
XPO / XPO, Inc.
MCD / McDonald's Corporation
PG / The Procter & Gamble Company
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
NAT / Nordic American Tankers Limited
CPRT / Copart, Inc.
CTVA / Corteva, Inc.
FI / Fiserv, Inc.
MCHP / Microchip Technology Incorporated
IR / Ingersoll Rand Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
ALLY / Ally Financial Inc.
MSCI / MSCI Inc.
TXRH / Texas Roadhouse, Inc.
NXP / Nuveen Select Tax-Free Income Portfolio
HD / The Home Depot, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
CMF / iShares Trust - iShares California Muni Bond ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
CGDV / Capital Group Dividend Value ETF
WIT / Wipro Limited - Depositary Receipt (Common Stock)
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
HIG / The Hartford Insurance Group, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
IWV / iShares Trust - iShares Russell 3000 ETF
DECK / Deckers Outdoor Corporation
KVUE / Kenvue Inc.
JNJ / Johnson & Johnson
NKE / NIKE, Inc.
UNH / UnitedHealth Group Incorporated
GRAB / Grab Holdings Limited
WBD / Warner Bros. Discovery, Inc.
UNP / Union Pacific Corporation
PRU / Prudential Financial, Inc.
ADM / Archer-Daniels-Midland Company
SAP / SAP SE - Depositary Receipt (Common Stock)
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
MS / Morgan Stanley
CRM / Salesforce, Inc.
COF / Capital One Financial Corporation
MU / Micron Technology, Inc.
AMZN / Amazon.com, Inc.
HCA / HCA Healthcare, Inc.
ES / Eversource Energy
V / Visa Inc.
AVAV / AeroVironment, Inc.
TT / Trane Technologies plc
CSCO / Cisco Systems, Inc.
ULTA / Ulta Beauty, Inc.
CVX / Chevron Corporation
NFLX / Netflix, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
STLD / Steel Dynamics, Inc.
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
KKR / KKR & Co. Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
LHX / L3Harris Technologies, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
BIIB / Biogen Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ODFL / Old Dominion Freight Line, Inc.
UPRO / ProShares Trust - ProShares UltraPro S&P500
PJT / PJT Partners Inc.
ACN / Accenture plc
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
OEF / iShares Trust - iShares S&P 100 ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PPIH / Perma-Pipe International Holdings, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
ENVX / Enovix Corporation
KO / The Coca-Cola Company
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CGGR / Capital Group Growth ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
RS / Reliance, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SHOP / Shopify Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AMP / Ameriprise Financial, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
POOL / Pool Corporation
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
IYW / iShares Trust - iShares U.S. Technology ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IAU / iShares Gold Trust
ARCC / Ares Capital Corporation
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
WY / Weyerhaeuser Company
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
CGUS / Capital Group Core Equity ETF
DRI / Darden Restaurants, Inc.
TYL / Tyler Technologies, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PAYO / Payoneer Global Inc.
INTC / Intel Corporation
EMR / Emerson Electric Co.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
PRI / Primerica, Inc.
CGDG / Capital Group Dividend Growers ETF
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
O / Realty Income Corporation
CSGP / CoStar Group, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
FTXP / Foothills Exploration, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
WMT / Walmart Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
GIS / General Mills, Inc.
PLD / Prologis, Inc.
QCOM / QUALCOMM Incorporated
KMI / Kinder Morgan, Inc.
BX / Blackstone Inc.
GE / General Electric Company
BAC / Bank of America Corporation
NUE / Nucor Corporation
PM / Philip Morris International Inc.
PH / Parker-Hannifin Corporation
ETN / Eaton Corporation plc
GILD / Gilead Sciences, Inc.
CAH / Cardinal Health, Inc.
EW / Edwards Lifesciences Corporation
WPC / W. P. Carey Inc.
VRTX / Vertex Pharmaceuticals Incorporated
RSG / Republic Services, Inc.
VST / Vistra Corp.
PNC / The PNC Financial Services Group, Inc.
PWR / Quanta Services, Inc.
EQIX / Equinix, Inc.
WMB / The Williams Companies, Inc.
SYK / Stryker Corporation
RPM / RPM International Inc.
NOW / ServiceNow, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
BA / The Boeing Company
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CMI / Cummins Inc.
APD / Air Products and Chemicals, Inc.
VLTO / Veralto Corporation
LLY / Eli Lilly and Company
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
CIEN / Ciena Corporation
SGI / Somnigroup International Inc.
WBA / Walgreens Boots Alliance, Inc.
TMO / Thermo Fisher Scientific Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
SHW / The Sherwin-Williams Company
BR / Broadridge Financial Solutions, Inc.
AEP / American Electric Power Company, Inc.
QQQ / Invesco QQQ Trust, Series 1
DHI / D.R. Horton, Inc.
DIS / The Walt Disney Company
J / Jacobs Solutions Inc.
CDNS / Cadence Design Systems, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
JCI / Johnson Controls International plc
MLM / Martin Marietta Materials, Inc.
LIN / Linde plc
MAA / Mid-America Apartment Communities, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
TJX / The TJX Companies, Inc.
APH / Amphenol Corporation
NXPI / NXP Semiconductors N.V.
MCO / Moody's Corporation
KEY / KeyCorp
TRV / The Travelers Companies, Inc.
AVB / AvalonBay Communities, Inc.
MKC / McCormick & Company, Incorporated
OTIS / Otis Worldwide Corporation
COPX / Global X Funds - Global X Copper Miners ETF
DE / Deere & Company
BLD / TopBuild Corp.
HOLX / Hologic, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
PTC / PTC Inc.
MCK / McKesson Corporation
CTSH / Cognizant Technology Solutions Corporation
SO / The Southern Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
HUBB / Hubbell Incorporated
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
TIP / iShares Trust - iShares TIPS Bond ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
ELV / Elevance Health, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
WTRG / Essential Utilities, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
WEX / WEX Inc.
PHIN / PHINIA Inc.
CWEN / Clearway Energy, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
MELI / MercadoLibre, Inc.
BSX / Boston Scientific Corporation
BE / Bloom Energy Corporation
FCX / Freeport-McMoRan Inc.
COIN / Coinbase Global, Inc.
XOM / Exxon Mobil Corporation
MPC / Marathon Petroleum Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
CDW / CDW Corporation
APO / Apollo Global Management, Inc.