Market Value302,814,344
Total Holdings521
File Date2025-02-07
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
JPM / JPMorgan Chase & Co.
IBM / International Business Machines Corporation
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
ROP / Roper Technologies, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
INTC / Intel Corporation
PYPL / PayPal Holdings, Inc.
OKE / ONEOK, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
NFLX / Netflix, Inc.
GE / General Electric Company
NVR / NVR, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
GLW / Corning Incorporated
SOFI / SoFi Technologies, Inc.
PAYO / Payoneer Global Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DXC / DXC Technology Company
BAC / Bank of America Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BK / The Bank of New York Mellon Corporation
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
GXO / GXO Logistics, Inc.
CDNS / Cadence Design Systems, Inc.
GEHC / GE HealthCare Technologies Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
TTWO / Take-Two Interactive Software, Inc.
SFL / SFL Corporation Ltd.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
USB / U.S. Bancorp
BBAI / BigBear.ai Holdings, Inc.
IAU / iShares Gold Trust
PANW / Palo Alto Networks, Inc.
GLD / SPDR Gold Shares
WAB / Westinghouse Air Brake Technologies Corporation
BDX / Becton, Dickinson and Company
TSLA / Tesla, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
AEP / American Electric Power Company, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
CPB / The Campbell's Company
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
WBD / Warner Bros. Discovery, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
CSCO / Cisco Systems, Inc.
AMZN / Amazon.com, Inc.
UNH / UnitedHealth Group Incorporated
SIFY / Sify Technologies Limited - Depositary Receipt (Common Stock)
MSA / MSA Safety Incorporated
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
MBB / iShares Trust - iShares MBS ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CVNA / Carvana Co.
META / Meta Platforms, Inc.
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
HD / The Home Depot, Inc.
F / Ford Motor Company
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
WMT / Walmart Inc.
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
IWB / iShares Trust - iShares Russell 1000 ETF
L / Loews Corporation
MSFT / Microsoft Corporation
ICE / Intercontinental Exchange, Inc.
IFF / International Flavors & Fragrances Inc.
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
LHX / L3Harris Technologies, Inc.
IDXX / IDEXX Laboratories, Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
IBKR / Interactive Brokers Group, Inc.
NANR / SPDR Index Shares Funds - State Street SPDR S&P North American Natural Resources ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AVTR / Avantor, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
DIS / The Walt Disney Company
AVMV / American Century ETF Trust - Avantis U.S. Mid Cap Value ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
NUE / Nucor Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
SHYL / DBX ETF Trust - Xtrackers Short Duration High Yield Bond ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
PLUG / Plug Power Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
UPS / United Parcel Service, Inc.
COIN / Coinbase Global, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
ITW / Illinois Tool Works Inc.
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
CVX / Chevron Corporation
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
CELH / Celsius Holdings, Inc.
ZI / ZoomInfo Technologies Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
FUBO / FuboTV Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
SHOP / Shopify Inc.
AMAT / Applied Materials, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ORCL / Oracle Corporation
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SOBO / South Bow Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
SPH / Suburban Propane Partners, L.P. - Limited Partnership
SNAP / Snap Inc.
ACN / Accenture plc
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
STZ / Constellation Brands, Inc.
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CNC / Centene Corporation
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
T / AT&T Inc.
AFL / Aflac Incorporated
XAIX / DBX ETF Trust - Xtrackers Artificial Intelligence and Big Data ETF
IFLN / Invesco Exchange-Traded Fund Trust II - Invesco Bloomberg Enhanced Fallen Angels ETF
AXP / American Express Company
V / Visa Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
LEU / Centrus Energy Corp.
GWX / SPDR Index Shares Funds - State Street SPDR S&P International Small Cap ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
EL / The Estée Lauder Companies Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
BRK.B / Berkshire Hathaway Inc.
AMT / American Tower Corporation
SBLK / Star Bulk Carriers Corp.
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
KNTK / Kinetik Holdings Inc.
K / Kellanova
AAPL / Apple Inc.
RXRX / Recursion Pharmaceuticals, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
NOC / Northrop Grumman Corporation
RWR / SPDR Series Trust - State Street SPDR Dow Jones REIT ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
RKLB / Rocket Lab Corporation
RVLV / Revolve Group, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
PBP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 BuyWrite ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
BA / The Boeing Company
GSBD / Goldman Sachs BDC, Inc.
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
HSY / The Hershey Company
PEP / PepsiCo, Inc.
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VRSK / Verisk Analytics, Inc.
SSNC / SS&C Technologies Holdings, Inc.
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
CLX / The Clorox Company
MGM / MGM Resorts International
KKR / KKR & Co. Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ELF / e.l.f. Beauty, Inc.
TEL / TE Connectivity plc
SYK / Stryker Corporation
MCHP / Microchip Technology Incorporated
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
DHR / Danaher Corporation
ISRG / Intuitive Surgical, Inc.
CSWC / Capital Southwest Corporation
MCO / Moody's Corporation
XME / SPDR Series Trust - State Street SPDR S&P Metals & Mining ETF
HPE / Hewlett Packard Enterprise Company
XEL / Xcel Energy Inc.
URI / United Rentals, Inc.
MO / Altria Group, Inc.
FLIN / Franklin Templeton ETF Trust - Franklin FTSE India ETF
EMR / Emerson Electric Co.
SEIC / SEI Investments Company
AMP / Ameriprise Financial, Inc.
MSCI / MSCI Inc.
WYNN / Wynn Resorts, Limited
RIVN / Rivian Automotive, Inc.
PMT / PennyMac Mortgage Investment Trust
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
A / Agilent Technologies, Inc.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
INDA / iShares Trust - iShares MSCI India ETF
GD / General Dynamics Corporation
SWK / Stanley Black & Decker, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
CARR / Carrier Global Corporation
JHMD / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
DD / DuPont de Nemours, Inc.
MU / Micron Technology, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
CAKE / The Cheesecake Factory Incorporated
COST / Costco Wholesale Corporation
RTX / RTX Corporation
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
DAL / Delta Air Lines, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
CRK / Comstock Resources, Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
INTU / Intuit Inc.
OTIS / Otis Worldwide Corporation
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
HPQ / HP Inc.
NVDA / NVIDIA Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
COP / ConocoPhillips
TTD / The Trade Desk, Inc.
QQQ / Invesco QQQ Trust, Series 1
CACI / CACI International Inc
EWX / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Small Cap ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
HNST / The Honest Company, Inc.
BIPC / Brookfield Infrastructure Corporation
SJNK / SPDR Series Trust - State Street SPDR Bloomberg Short Term High Yield Bond ETF
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
KLAC / KLA Corporation
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
HOOD / Robinhood Markets, Inc.
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
MRVL / Marvell Technology, Inc.
MGIC / Magic Software Enterprises Ltd.
AN / AutoNation, Inc.
IPG / The Interpublic Group of Companies, Inc.
NBTB / NBT Bancorp Inc.
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
TER / Teradyne, Inc.
BILZ / PIMCO ETF Trust - PIMCO Ultra Short Government Active Exchange-Traded Fund
SII / Sprott Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
GOSS / Gossamer Bio, Inc.
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
IWV / iShares Trust - iShares Russell 3000 ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
HES / Hess Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
CRON / Cronos Group Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
SYM / Symbotic Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
IYW / iShares Trust - iShares U.S. Technology ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
KLG / WK Kellogg Co
XYL / Xylem Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
IBIT / iShares Bitcoin Trust ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
ALL / The Allstate Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
GEV / GE Vernova Inc.
ABBV / AbbVie Inc.
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
PSA / Public Storage
MSTR / Strategy Inc
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
AVGO / Broadcom Inc.
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
PSK / SPDR Series Trust - State Street SPDR ICE Preferred Securities ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
PGR / The Progressive Corporation
WSO / Watsco, Inc.
BMY / Bristol-Myers Squibb Company
PFE / Pfizer Inc.
ADBE / Adobe Inc.
PSX / Phillips 66
LLY / Eli Lilly and Company
AMD / Advanced Micro Devices, Inc.
AMGN / Amgen Inc.
PAYX / Paychex, Inc.
RSG / Republic Services, Inc.
TXN / Texas Instruments Incorporated
ABT / Abbott Laboratories
VZ / Verizon Communications Inc.
CMG / Chipotle Mexican Grill, Inc.
GILD / Gilead Sciences, Inc.
KEY / KeyCorp
INOD / Innodata Inc.
AIG / American International Group, Inc.
CRWD / CrowdStrike Holdings, Inc.
CVS / CVS Health Corporation
PKG / Packaging Corporation of America
MNKD / MannKind Corporation
CAT / Caterpillar Inc.
LOW / Lowe's Companies, Inc.
MRNA / Moderna, Inc.
JNJ / Johnson & Johnson
UNP / Union Pacific Corporation
NKE / NIKE, Inc.
TGT / Target Corporation
ADI / Analog Devices, Inc.
TRV / The Travelers Companies, Inc.
QCOM / QUALCOMM Incorporated
APD / Air Products and Chemicals, Inc.
PWR / Quanta Services, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
CMCSA / Comcast Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
APH / Amphenol Corporation
SBAC / SBA Communications Corporation
PTON / Peloton Interactive, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ABNB / Airbnb, Inc.
NEE / NextEra Energy, Inc.
LIN / Linde plc
KO / The Coca-Cola Company
TJX / The TJX Companies, Inc.
MA / Mastercard Incorporated
PEG / Public Service Enterprise Group Incorporated
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
FCFS / FirstCash Holdings, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
OGN / Organon & Co.
BBIO / BridgeBio Pharma, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VTRS / Viatris Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SYY / Sysco Corporation
HIW / Highwoods Properties, Inc.
CSX / CSX Corporation
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
GMF / SPDR Index Shares Funds - State Street SPDR S&P Emerging Asia Pacific ETF
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GOOGL / Alphabet Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ABSI / Absci Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
WDAY / Workday, Inc.
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
DLR / Digital Realty Trust, Inc.
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
COPX / Global X Funds - Global X Copper Miners ETF
GOOG / Alphabet Inc.
ET / Energy Transfer LP - Limited Partnership
XYZ / Block, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SPHY / SPDR Series Trust - State Street SPDR Portfolio High Yield Bond ETF
TRMB / Trimble Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
LNG / Cheniere Energy, Inc.
DNN / Denison Mines Corp.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
PLTR / Palantir Technologies Inc.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
PXE / Invesco Exchange-Traded Fund Trust - Invesco Energy Exploration & Production ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
IYF / iShares Trust - iShares U.S. Financials ETF
MUB / iShares Trust - iShares National Muni Bond ETF
PM / Philip Morris International Inc.
NYF / iShares Trust - iShares New York Muni Bond ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
LMT / Lockheed Martin Corporation
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
TEX / Terex Corporation
TRS / TC Energy Corporation
WFC / Wells Fargo & Company
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MDLZ / Mondelez International, Inc.
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
KBE / SPDR Series Trust - State Street SPDR S&P Bank ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
FISV / Fiserv, Inc.
ACB / Aurora Cannabis Inc.
BFLY / Butterfly Network, Inc.
GS / The Goldman Sachs Group, Inc.
XOM / Exxon Mobil Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
MTB / M&T Bank Corporation
FLOT / iShares Trust - iShares Floating Rate Bond ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
KEYS / Keysight Technologies, Inc.
OXY / Occidental Petroleum Corporation
IDU / iShares Trust - iShares U.S. Utilities ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
CPER / United States Commodity Index Funds Trust - United States Copper Index Fund
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
MCD / McDonald's Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
MRK / Merck & Co., Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
ACWI / iShares Trust - iShares MSCI ACWI ETF
CTVA / Corteva, Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ETSY / Etsy, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
ITT / ITT Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
COO / The Cooper Companies, Inc.
ACGL / Arch Capital Group Ltd.
PNC / The PNC Financial Services Group, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CXT / Crane NXT, Co.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
DKS / DICK'S Sporting Goods, Inc.
CMI / Cummins Inc.
RXO / RXO, Inc.
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
PPG / PPG Industries, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
EMN / Eastman Chemical Company
ESE / ESCO Technologies Inc.
VCRB / Vanguard Malvern Funds - Vanguard Core Bond ETF
ZEPP / Zepp Health Corporation - Depositary Receipt (Common Stock)
EOG / EOG Resources, Inc.
MDT / Medtronic plc
IBHG / iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HUBB / Hubbell Incorporated
ZBH / Zimmer Biomet Holdings, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
LAMR / Lamar Advertising Company
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
SAH / Sonic Automotive, Inc.
NNN / NNN REIT, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
TMP / Tompkins Financial Corporation
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
WM / Waste Management, Inc.
NVT / nVent Electric plc
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
JBI / Janus International Group, Inc.
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
CRM / Salesforce, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
ETHE / Grayscale Ethereum Staking ETF