Market Value687,208
Total Holdings460
File Date2025-08-04
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)
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
PENN / PENN Entertainment, Inc.
CNM / Core & Main, Inc.
JPM / JPMorgan Chase & Co.
TMO / Thermo Fisher Scientific Inc.
GAIN / Gladstone Investment Corporation
STAG / STAG Industrial, Inc.
LULU / lululemon athletica inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
ETSY / Etsy, Inc.
VZ / Verizon Communications Inc.
LEU / Centrus Energy Corp.
MDLZ / Mondelez International, Inc.
ETN / Eaton Corporation plc
NVDA / NVIDIA Corporation
GEV / GE Vernova Inc.
TJX / The TJX Companies, Inc.
VEEV / Veeva Systems Inc.
FNB / F.N.B. Corporation
NSC / Norfolk Southern Corporation
MAIN / Main Street Capital Corporation
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
AJG / Arthur J. Gallagher & Co.
BKNG / Booking Holdings Inc.
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
BX / Blackstone Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
ANSS / ANSYS, Inc.
PPL / PPL Corporation
ABT / Abbott Laboratories
AGNC / AGNC Investment Corp.
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
DUK / Duke Energy Corporation
CYBR / CyberArk Software Ltd.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
DHT / DHT Holdings, Inc.
BZFD / BuzzFeed, Inc.
BLK / BlackRock, Inc.
VEVFX / Vanguard Scottsdale Funds - Vanguard Explorer Value Fund
GM / General Motors Company
WMT / Walmart Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
UNP / Union Pacific Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
PRU / Prudential Financial, Inc.
ECL / Ecolab Inc.
IXC / iShares Trust - iShares Global Energy ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
LAMR / Lamar Advertising Company
IQV / IQVIA Holdings Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
XPRO / Expro Group Holdings N.V.
LXP / LXP Industrial Trust
CPB / The Campbell's Company
CAH / Cardinal Health, Inc.
SCM / Stellus Capital Investment Corporation
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
PEN / Penumbra, Inc.
KDP / Keurig Dr Pepper Inc.
BFA / Brown-Forman Corp. - Class A
GLPI / Gaming and Leisure Properties, Inc.
SRPT / Sarepta Therapeutics, Inc.
MSA / MSA Safety Incorporated
EPR / EPR Properties
FCX / Freeport-McMoRan Inc.
H6D / Haleon plc - Depositary Receipt (Common Stock)
CUZ / Cousins Properties Incorporated
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
CI / The Cigna Group
ICE / Intercontinental Exchange, Inc.
BBY / Best Buy Co., Inc.
WCN / Waste Connections, Inc.
DRI / Darden Restaurants, Inc.
FIS / Fidelity National Information Services, Inc.
BRO / Brown & Brown, Inc.
IFF / International Flavors & Fragrances Inc.
CLH / Clean Harbors, Inc.
TXRH / Texas Roadhouse, Inc.
ROP / Roper Technologies, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
DFS / Discover Financial Services
OUT / OUTFRONT Media Inc.
RDDT / Reddit, Inc.
MSI / Motorola Solutions, Inc.
GTLS / Chart Industries, Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
CMG / Chipotle Mexican Grill, Inc.
ISRG / Intuitive Surgical, Inc.
AMZN / Amazon.com, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
XAIX / DBX ETF Trust - Xtrackers Artificial Intelligence and Big Data ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HDV / iShares Trust - iShares Core High Dividend ETF
RXRX / Recursion Pharmaceuticals, Inc.
ADBE / Adobe Inc.
AAPL / Apple Inc.
SOFI / SoFi Technologies, Inc.
KMT / Kennametal Inc.
BA / The Boeing Company
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MDV / Modiv Industrial, Inc.
MSTR / Strategy Inc
ADC / Agree Realty Corporation
NFLX / Netflix, Inc.
CSL / Carlisle Companies Incorporated
RSI / Rush Street Interactive, Inc.
ABR / Arbor Realty Trust, Inc.
WES / Western Midstream Partners, LP - Limited Partnership
AVGO / Broadcom Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
NOC / Northrop Grumman Corporation
SBUX / Starbucks Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
MU / Micron Technology, Inc.
EME / EMCOR Group, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
UBER / Uber Technologies, Inc.
VICI / VICI Properties Inc.
OKE / ONEOK, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
HTGC / Hercules Capital, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
MO / Altria Group, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
ED / Consolidated Edison, Inc.
DIS / The Walt Disney Company
EMR / Emerson Electric Co.
EXC / Exelon Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
PFFA / ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF
APLT / Applied Therapeutics, Inc.
OUT / OUTFRONT Media Inc.
FANG / Diamondback Energy, Inc.
ANET / Arista Networks, Inc.
AOMR / Angel Oak Mortgage REIT, Inc.
UNH / UnitedHealth Group Incorporated
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
MOD / Modine Manufacturing Company
ACN / Accenture plc
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
LTC / LTC Properties, Inc.
MAR / Marriott International, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MSTY / Tidal Trust II - YieldMaxTM MSTR Option Income Strategy ETF
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
XOP / SPDR Series Trust - State Street SPDR S&P Oil & Gas Exploration & Production ETF
ARKF / ARK ETF Trust - ARK Blockchain & Fintech Innovation ETF
ETHE / Grayscale Ethereum Staking ETF
GFF / Griffon Corporation
MHK / Mohawk Industries, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
NWL / Newell Brands Inc.
PH / Parker-Hannifin Corporation
APD / Air Products and Chemicals, Inc.
AMP / Ameriprise Financial, Inc.
EKSO / Ekso Bionics Holdings, Inc.
GRAL.V / GRAIL, LLC
ACHC / Acadia Healthcare Company, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
PLD / Prologis, Inc.
ENFFF / Enbridge Inc. - Preferred Security
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
CRM / Salesforce, Inc.
HEIA / Heico Corp. - Class A
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
APLE / Apple Hospitality REIT, Inc.
VAAPX / Vanguard Asset Allocation Fund
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
MAT / Mattel, Inc.
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
MCHP / Microchip Technology Incorporated
MNY / MoneyHero Limited
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ITDI / iShares Trust - iShares LifePath Target Date 2065 ETF
CHD / Church & Dwight Co., Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
EMN / Eastman Chemical Company
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
CCEPE / Coca-Cola Europacific Partners PLC
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
CMI / Cummins Inc.
BRBR / BellRing Brands, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
HAS / Hasbro, Inc.
ARR / ARMOUR Residential REIT, Inc.
LMT / Lockheed Martin Corporation
SERV / Serve Robotics Inc.
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
PLUG / Plug Power Inc.
SPG / Simon Property Group, Inc.
CVS / CVS Health Corporation
AMD / Advanced Micro Devices, Inc.
SOUN / SoundHound AI, Inc.
APLD / Applied Digital Corporation
SMCI / Super Micro Computer, Inc.
HPE / Hewlett Packard Enterprise Company
HIMS / Hims & Hers Health, Inc.
TSLA / Tesla, Inc.
MSFT / Microsoft Corporation
NEE / NextEra Energy, Inc.
CAT / Caterpillar Inc.
GOOGL / Alphabet Inc.
GIS / General Mills, Inc.
WBD / Warner Bros. Discovery, Inc.
RIVN / Rivian Automotive, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
DXCM / DexCom, Inc.
MELI / MercadoLibre, Inc.
TGT / Target Corporation
COF / Capital One Financial Corporation
SNPS / Synopsys, Inc.
XYZ / Block, Inc.
DLR / Digital Realty Trust, Inc.
CB / Chubb Limited
META / Meta Platforms, Inc.
C / Citigroup Inc.
ALLY / Ally Financial Inc.
GEHC / GE HealthCare Technologies Inc.
WM / Waste Management, Inc.
V / Visa Inc.
COIN / Coinbase Global, Inc.
LPLA / LPL Financial Holdings Inc.
PG / The Procter & Gamble Company
EA / Electronic Arts Inc.
MA / Mastercard Incorporated
RTX / RTX Corporation
BMY / Bristol-Myers Squibb Company
PEP / PepsiCo, Inc.
SDGR / Schrödinger, Inc.
BRK.B / Berkshire Hathaway Inc.
UPS / United Parcel Service, Inc.
TTD / The Trade Desk, Inc.
INTC / Intel Corporation
CMCSA / Comcast Corporation
AMAT / Applied Materials, Inc.
GE / General Electric Company
ARKK / ARK ETF Trust - ARK Innovation ETF
NOW / ServiceNow, Inc.
KO / The Coca-Cola Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GOOGL / Alphabet Inc.
ADI / Analog Devices, Inc.
FCEL / FuelCell Energy, Inc.
XOM / Exxon Mobil Corporation
ORCL / Oracle Corporation
D / Dominion Energy, Inc.
MNST / Monster Beverage Corporation
MRSH / Marsh & McLennan Companies, Inc.
COHR / Coherent Corp.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
KD / Kyndryl Holdings, Inc.
HD / The Home Depot, Inc.
COP / ConocoPhillips
BK / The Bank of New York Mellon Corporation
WRB / W. R. Berkley Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
VRT / Vertiv Holdings Co
MS / Morgan Stanley
SHOP / Shopify Inc.
IBIT / iShares Bitcoin Trust ETF
GILD / Gilead Sciences, Inc.
NNOX / Nano-X Imaging Ltd.
CRWD / CrowdStrike Holdings, Inc.
CSCO / Cisco Systems, Inc.
SO / The Southern Company
IAU / iShares Gold Trust
VLO / Valero Energy Corporation
FDX / FedEx Corporation
PFE / Pfizer Inc.
WMB / The Williams Companies, Inc.
KMB / Kimberly-Clark Corporation
BITO / ProShares Trust - ProShares Bitcoin ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
CCI / Crown Castle Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
MDT / Medtronic plc
LLY / Eli Lilly and Company
OXY / Occidental Petroleum Corporation
DELL / Dell Technologies Inc.
CTRA / Coterra Energy Inc.
TOST / Toast, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
GLD / SPDR Gold Shares
HAL / Halliburton Company
T / AT&T Inc.
GLW / Corning Incorporated
DVN / Devon Energy Corporation
ADP / Automatic Data Processing, Inc.
CNC / Centene Corporation
ETR / Entergy Corporation
APO / Apollo Global Management, Inc.
21P / Aurora Cannabis Inc.
IDVO / Amplify ETF Trust - Amplify CWP International Enhanced Dividend Income ETF
TROW / T. Rowe Price Group, Inc.
AXP / American Express Company
SLB / SLB N.V.
BDX / Becton, Dickinson and Company
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
CME / CME Group Inc.
HSY / The Hershey Company
PWR / Quanta Services, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
BURL / Burlington Stores, Inc.
BIIB / Biogen Inc.
SYM / Symbotic Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
LHX / L3Harris Technologies, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
PNC / The PNC Financial Services Group, Inc.
HBAN / Huntington Bancshares Incorporated
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ELF / e.l.f. Beauty, Inc.
GTLB / GitLab Inc.
CRC / Canadian Natural Resources Limited
GOOD / Gladstone Commercial Corporation
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
HWM / Howmet Aerospace Inc.
TRGP / Targa Resources Corp.
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
MET / MetLife, Inc.
SRE / Sempra
CTSH / Cognizant Technology Solutions Corporation
CLF / Cleveland-Cliffs Inc.
LOW / Lowe's Companies, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
IWM / iShares Trust - iShares Russell 2000 ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
CELH / Celsius Holdings, Inc.
CRUS / Cirrus Logic, Inc.
MOH / Molina Healthcare, Inc.
SON / Sonoco Products Company
ATO / Atmos Energy Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ABBV / AbbVie Inc.
O / Realty Income Corporation
KHC / The Kraft Heinz Company
CLX / The Clorox Company
CPK / Chesapeake Utilities Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MIRM / Mirum Pharmaceuticals, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
PSX / Phillips 66
SE / Sea Limited - Depositary Receipt (Common Stock)
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
AXON / Axon Enterprise, Inc.
TYG / Tortoise Energy Infrastructure Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
WSBC / WesBanco, Inc.
NWBI / Northwest Bancshares, Inc.
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
IWB / iShares Trust - iShares Russell 1000 ETF
VVISX / Financial Investors Trust - Vulcan Value Partners Small Cap Fund Institutional Class
RUM / Rumble Inc.
UAA / Under Armour, Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
BFLY / Butterfly Network, Inc.
KVUE / Kenvue Inc.
STXS / Stereotaxis, Inc.
NUE / Nucor Corporation
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
HPQ / HP Inc.
VSH / Vishay Intertechnology, Inc.
AWK / American Water Works Company, Inc.
VERSX / Vanguard Emerging Markets Stock Index Fund
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IYW / iShares Trust - iShares U.S. Technology ETF
OGN / Organon & Co.
QQQ / Invesco QQQ Trust, Series 1
CEG / Constellation Energy Corporation
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
MKTX / MarketAxess Holdings Inc.
QCOM / QUALCOMM Incorporated
CHAT / Tidal Trust II - Roundhill Generative AI & Technology ETF
BR / Broadridge Financial Solutions, Inc.
AQN / Algonquin Power & Utilities Corp.
1GNRC / Generac Holdings Inc.
VRTX / Vertex Pharmaceuticals Incorporated
WPP / WPP plc - Depositary Receipt (Common Stock)
VTV / Vanguard Index Funds - Vanguard Value ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ARCC / Ares Capital Corporation
VTRS / Viatris Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PNNT / PennantPark Investment Corporation
OEF / iShares Trust - iShares S&P 100 ETF
PAYC / Paycom Software, Inc.
CTVA / Corteva, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
GFI / Gold Fields Limited - Depositary Receipt (Common Stock)
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
UTG / Reaves Utility Income Fund
DOW / Dow Inc.
LNG / Cheniere Energy, Inc.
BHF / Brighthouse Financial, Inc.
STLA / Stellantis N.V.
EW / Edwards Lifesciences Corporation
PM / Philip Morris International Inc.
PCTY / Paylocity Holding Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
EFC / Ellington Financial Inc.
IBM / International Business Machines Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MCD / McDonald's Corporation
DD / DuPont de Nemours, Inc.
DDOG / Datadog, Inc.
CVX / Chevron Corporation
PPG / PPG Industries, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
KTOS / Kratos Defense & Security Solutions, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CASY / Casey's General Stores, Inc.
PLTR / Palantir Technologies Inc.
PANL / Pangaea Logistics Solutions Ltd.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PANW / Palo Alto Networks, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
DLTR / Dollar Tree, Inc.
MRK / Merck & Co., Inc.
MPC / Marathon Petroleum Corporation
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
AEP / American Electric Power Company, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
WD / Walker & Dunlop, Inc.
OS / OneStream, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
JNJ / Johnson & Johnson
PNW / Pinnacle West Capital Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ETH / Grayscale Ethereum Staking Mini ETF
STLD / Steel Dynamics, Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
OGE / OGE Energy Corp.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
VBIT.X / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CGDV / Capital Group Dividend Value ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
FSTR / L.B. Foster Company
IWN / iShares Trust - iShares Russell 2000 Value ETF
VMGA.X / Vanguard World Fund - Vanguard Mega Cap Growth ETF
WERN / Werner Enterprises, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
IWV / iShares Trust - iShares Russell 3000 ETF
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
BAI / Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
BTC / Grayscale Bitcoin Mini Trust
BDJ / BlackRock Enhanced Equity Dividend Trust
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
URTH / iShares, Inc. - iShares MSCI World ETF
SN / SharkNinja, Inc.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
DVY / iShares Trust - iShares Select Dividend ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF