Market Value763,123
Total Holdings502
File Date2026-01-12
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)
PRU / Prudential Financial, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
ONDS / Ondas Inc.
NOC / Northrop Grumman Corporation
VKTX / Viking Therapeutics, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
BZFD / BuzzFeed, Inc.
LAMR / Lamar Advertising Company
LXP / LXP Industrial Trust
LTC / LTC Properties, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
XOP / SPDR Series Trust - State Street SPDR S&P Oil & Gas Exploration & Production ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
RXRX / Recursion Pharmaceuticals, Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
VICI / VICI Properties Inc.
SCM / Stellus Capital Investment Corporation
MAIN / Main Street Capital Corporation
TMUS / T-Mobile US, Inc.
XPRO / Expro Group Holdings N.V.
EME / EMCOR Group, Inc.
MDLZ / Mondelez International, Inc.
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
ISRG / Intuitive Surgical, Inc.
MOD / Modine Manufacturing Company
AOMR / Angel Oak Mortgage REIT, Inc.
KDP / Keurig Dr Pepper Inc.
MDV / Modiv Industrial, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
NSC / Norfolk Southern Corporation
GAIN / Gladstone Investment Corporation
HTGC / Hercules Capital, Inc.
OUT / OUTFRONT Media Inc.
MSTY / Tidal Trust II - YieldMaxTM MSTR Option Income Strategy ETF
GRAL.V / GRAIL, LLC
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
MSA / MSA Safety Incorporated
MSTR / Strategy Inc
AVGO / Broadcom Inc.
SERV / Serve Robotics Inc.
BMNR / Bitmine Immersion Technologies, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ADBE / Adobe Inc.
AMZN / Amazon.com, Inc.
VEVFX / Vanguard Scottsdale Funds - Vanguard Explorer Value Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
VBIT.X / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IXC / iShares Trust - iShares Global Energy ETF
VMGA.X / Vanguard World Fund - Vanguard Mega Cap Growth ETF
OKE / ONEOK, Inc.
EMR / Emerson Electric Co.
HOOD / Robinhood Markets, Inc.
SOFI / SoFi Technologies, Inc.
AAPL / Apple Inc.
BA / The Boeing Company
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
UBER / Uber Technologies, Inc.
JPM / JPMorgan Chase & Co.
GEV / GE Vernova Inc.
CAT / Caterpillar Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
SPY / State Street SPDR S&P 500 ETF Trust
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ACHC / Acadia Healthcare Company, Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
BLK / BlackRock, Inc.
ULS / UL Solutions Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
IYRI / NEOS ETF Trust - NEOS Real Estate High Income ETF
ARKF / ARK ETF Trust - ARK Blockchain & Fintech Innovation ETF
ETSY / Etsy, Inc.
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SBUX / Starbucks Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
LULU / lululemon athletica inc.
MFEM / PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
ENFFF / Enbridge Inc. - Preferred Security
LIN / Linde plc
LEU / Centrus Energy Corp.
PH / Parker-Hannifin Corporation
ABT / Abbott Laboratories
CPB / The Campbell's Company
GWW / W.W. Grainger, Inc.
VEEV / Veeva Systems Inc.
CAH / Cardinal Health, Inc.
HEIA / Heico Corp. - Class A
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
CYBR / CyberArk Software Ltd.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
GE / General Electric Company
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
DUK / Duke Energy Corporation
ANET / Arista Networks, Inc.
COST / Costco Wholesale Corporation
CMCSA / Comcast Corporation
PPL / PPL Corporation
IBIT / iShares Bitcoin Trust ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
GM / General Motors Company
FSTR / L.B. Foster Company
ROK / Rockwell Automation, Inc.
PDYN / Palladyne AI Corp.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
PEN / Penumbra, Inc.
RR / Richtech Robotics Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
NCLH / Norwegian Cruise Line Holdings Ltd.
H6D / Haleon plc - Depositary Receipt (Common Stock)
APLT / Applied Therapeutics, Inc.
ECL / Ecolab Inc.
AMP / Ameriprise Financial, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
UNH / UnitedHealth Group Incorporated
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
RSI / Rush Street Interactive, Inc.
DHT / DHT Holdings, Inc.
BX / Blackstone Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
AGNC / AGNC Investment Corp.
QVAL / EA Series Trust - Alpha Architect U.S. Quantitative Value ETF
CUZ / Cousins Properties Incorporated
VZ / Verizon Communications Inc.
AJG / Arthur J. Gallagher & Co.
SHOP / Shopify Inc.
MRSH / Marsh & McLennan Companies, Inc.
ETN / Eaton Corporation plc
CMG / Chipotle Mexican Grill, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
HON / Honeywell International Inc.
PENN / PENN Entertainment, Inc.
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
ADC / Agree Realty Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ED / Consolidated Edison, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
DD / DuPont de Nemours, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VAAPX / Vanguard Asset Allocation Fund
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
MCHP / Microchip Technology Incorporated
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
SN / SharkNinja, Inc.
MNY / MoneyHero Limited
OGE / OGE Energy Corp.
BKNG / Booking Holdings Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
ITDI / iShares Trust - iShares LifePath Target Date 2065 ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
EKSO / Ekso Bionics Holdings, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
URTH / iShares, Inc. - iShares MSCI World ETF
BTC / Grayscale Bitcoin Mini Trust
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
NFLX / Netflix, Inc.
CBFV / CB Financial Services, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
MO / Altria Group, Inc.
ACN / Accenture plc
MU / Micron Technology, Inc.
IQV / IQVIA Holdings Inc.
ETHE / Grayscale Ethereum Staking ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
GSOL / Grayscale Solana Staking ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
TMO / Thermo Fisher Scientific Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
DVY / iShares Trust - iShares Select Dividend ETF
CMI / Cummins Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
NVDA / NVIDIA Corporation
USRT / iShares Trust - iShares Core U.S. REIT ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
UNP / Union Pacific Corporation
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
MXC / Mexco Energy Corporation
AKRE / Professionally Managed Portfolios - Akre Focus ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
XAIX / DBX ETF Trust - Xtrackers Artificial Intelligence and Big Data ETF
BURL / Burlington Stores, Inc.
CGDV / Capital Group Dividend Value ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
IDVO / Amplify ETF Trust - Amplify CWP International Enhanced Dividend Income ETF
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
USA / Liberty All-Star Equity Fund
SRFM / Surf Air Mobility Inc.
CRML / Critical Metals Corp.
SPG / Simon Property Group, Inc.
APLD / Applied Digital Corporation
SOUN / SoundHound AI, Inc.
AMD / Advanced Micro Devices, Inc.
SMCI / Super Micro Computer, Inc.
HPE / Hewlett Packard Enterprise Company
LUNR / Intuitive Machines, Inc.
HIMS / Hims & Hers Health, Inc.
CRWD / CrowdStrike Holdings, Inc.
GIS / General Mills, Inc.
INTC / Intel Corporation
TSLA / Tesla, Inc.
AMAT / Applied Materials, Inc.
CVS / CVS Health Corporation
GOOGL / Alphabet Inc.
WMT / Walmart Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
GD / General Dynamics Corporation
WBD / Warner Bros. Discovery, Inc.
RIVN / Rivian Automotive, Inc.
PLTR / Palantir Technologies Inc.
MELI / MercadoLibre, Inc.
DXCM / DexCom, Inc.
DLR / Digital Realty Trust, Inc.
SNPS / Synopsys, Inc.
TGT / Target Corporation
C / Citigroup Inc.
COF / Capital One Financial Corporation
V / Visa Inc.
ALLY / Ally Financial Inc.
COIN / Coinbase Global, Inc.
GEHC / GE HealthCare Technologies Inc.
LPLA / LPL Financial Holdings Inc.
PG / The Procter & Gamble Company
MSFT / Microsoft Corporation
NEE / NextEra Energy, Inc.
MA / Mastercard Incorporated
BAC / Bank of America Corporation
BE / Bloom Energy Corporation
NVTS / Navitas Semiconductor Corporation
BMY / Bristol-Myers Squibb Company
SDGR / Schrödinger, Inc.
RTX / RTX Corporation
PEP / PepsiCo, Inc.
BRK.B / Berkshire Hathaway Inc.
META / Meta Platforms, Inc.
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
EA / Electronic Arts Inc.
UPS / United Parcel Service, Inc.
WM / Waste Management, Inc.
XYZ / Block, Inc.
TTD / The Trade Desk, Inc.
KO / The Coca-Cola Company
ARKK / ARK ETF Trust - ARK Innovation ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NOW / ServiceNow, Inc.
GOOGL / Alphabet Inc.
ADI / Analog Devices, Inc.
XOM / Exxon Mobil Corporation
MP / MP Materials Corp.
AFL / Aflac Incorporated
WRB / W. R. Berkley Corporation
ORCL / Oracle Corporation
BKFOF / Brookfield Corporation - Preferred Stock
D / Dominion Energy, Inc.
COHR / Coherent Corp.
FCEL / FuelCell Energy, Inc.
KD / Kyndryl Holdings, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
COP / ConocoPhillips
BK / The Bank of New York Mellon Corporation
HD / The Home Depot, Inc.
UEC / Uranium Energy Corp.
DIS / The Walt Disney Company
AUR / Aurora Innovation, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
VRT / Vertiv Holdings Co
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MS / Morgan Stanley
GLD / SPDR Gold Shares
NNOX / Nano-X Imaging Ltd.
GILD / Gilead Sciences, Inc.
21P / Aurora Cannabis Inc.
MDT / Medtronic plc
NUVB / Nuvation Bio Inc.
DVN / Devon Energy Corporation
CNC / Centene Corporation
APO / Apollo Global Management, Inc.
IAU / iShares Gold Trust
CB / Chubb Limited
BTG / B2Gold Corp.
CLM / Cornerstone Strategic Investment Fund, Inc.
FDX / FedEx Corporation
T / AT&T Inc.
MNST / Monster Beverage Corporation
WPC / W. P. Carey Inc.
CSCO / Cisco Systems, Inc.
WFC / Wells Fargo & Company
SO / The Southern Company
VLO / Valero Energy Corporation
BAM / Brookfield Asset Management Ltd.
ADP / Automatic Data Processing, Inc.
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.
LLY / Eli Lilly and Company
OXY / Occidental Petroleum Corporation
TOST / Toast, Inc.
DELL / Dell Technologies Inc.
CTRA / Coterra Energy Inc.
USAR / USA Rare Earth, Inc.
HAL / Halliburton Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
GLW / Corning Incorporated
SCHW / The Charles Schwab Corporation
TROW / T. Rowe Price Group, Inc.
AXP / American Express Company
SYM / Symbotic Inc.
SLB / SLB N.V.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
CME / CME Group Inc.
BDX / Becton, Dickinson and Company
PWR / Quanta Services, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HSY / The Hershey Company
BIIB / Biogen Inc.
PDI / PIMCO Dynamic Income Fund
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
LHX / L3Harris Technologies, Inc.
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF
GTLB / GitLab Inc.
ELF / e.l.f. Beauty, Inc.
HBAN / Huntington Bancshares Incorporated
CRC / Canadian Natural Resources Limited
LOW / Lowe's Companies, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
AMGN / Amgen Inc.
CTSH / Cognizant Technology Solutions Corporation
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SRE / Sempra
CLF / Cleveland-Cliffs Inc.
MET / MetLife, Inc.
TRGP / Targa Resources Corp.
HWM / Howmet Aerospace Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
CRUS / Cirrus Logic, Inc.
INDA / iShares Trust - iShares MSCI India ETF
DEFT / DeFi Technologies Inc.
ABBV / AbbVie Inc.
PNC / The PNC Financial Services Group, Inc.
ATO / Atmos Energy Corporation
GOOD / Gladstone Commercial Corporation
TEL / TE Connectivity plc
KHC / The Kraft Heinz Company
O / Realty Income Corporation
CLX / The Clorox Company
CPK / Chesapeake Utilities Corporation
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
MICC / The Magnum Ice Cream Company N.V.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ETR / Entergy Corporation
SON / Sonoco Products Company
IWM / iShares Trust - iShares Russell 2000 ETF
CELH / Celsius Holdings, Inc.
DE / Deere & Company
URI / United Rentals, Inc.
MOH / Molina Healthcare, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
PSX / Phillips 66
AMT / American Tower Corporation
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
MIRM / Mirum Pharmaceuticals, Inc.
TT / Trane Technologies plc
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
SPGI / S&P Global Inc.
TYG / Tortoise Energy Infrastructure Corporation
AXON / Axon Enterprise, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
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
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
IWB / iShares Trust - iShares Russell 1000 ETF
WSO / Watsco, Inc.
VVISX / Financial Investors Trust - Vulcan Value Partners Small Cap Fund Institutional Class
NWBI / Northwest Bancshares, Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
TJX / The TJX Companies, Inc.
WSBC / WesBanco, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
UAA / Under Armour, Inc.
BFLY / Butterfly Network, Inc.
STXS / Stereotaxis, Inc.
KVUE / Kenvue Inc.
NUE / Nucor Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
CSL / Carlisle Companies Incorporated
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
HPQ / HP Inc.
RUM / Rumble Inc.
VSH / Vishay Intertechnology, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
KMI / Kinder Morgan, Inc.
VERSX / Vanguard Emerging Markets Stock Index Fund
AWK / American Water Works Company, Inc.
OGN / Organon & Co.
KNSL / Kinsale Capital Group, Inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
SOLV / Solventum Corporation
QQQ / Invesco QQQ Trust, Series 1
PGR / The Progressive Corporation
MKTX / MarketAxess Holdings Inc.
DHI / D.R. Horton, Inc.
CHAT / Tidal Trust II - Roundhill Generative AI & Technology ETF
BR / Broadridge Financial Solutions, Inc.
1GNRC / Generac Holdings Inc.
QCOM / QUALCOMM Incorporated
AQN / Algonquin Power & Utilities Corp.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
WPP / WPP plc - Depositary Receipt (Common Stock)
VRTX / Vertex Pharmaceuticals Incorporated
VTV / Vanguard Index Funds - Vanguard Value ETF
GOF / Guggenheim Strategic Opportunities Fund
VTRS / Viatris Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PNNT / PennantPark Investment Corporation
OEF / iShares Trust - iShares S&P 100 ETF
Q / Qnity Electronics, Inc.
SHW / The Sherwin-Williams Company
PAYX / Paychex, Inc.
PAYC / Paycom Software, Inc.
CEG / Constellation Energy Corporation
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
CTVA / Corteva, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
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.
PPG / PPG Industries, Inc.
LNG / Cheniere Energy, Inc.
BHF / Brighthouse Financial, Inc.
STLA / Stellantis N.V.
CRF / Cornerstone Total Return Fund, Inc.
REMX / VanEck ETF Trust - VanEck Rare Earth/Strategic Metals ETF
EW / Edwards Lifesciences Corporation
PM / Philip Morris International Inc.
EFC / Ellington Financial Inc.
IBM / International Business Machines Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
MCD / McDonald's Corporation
DDOG / Datadog, Inc.
PCTY / Paylocity Holding Corporation
CVX / Chevron Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
KTOS / Kratos Defense & Security Solutions, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
CASY / Casey's General Stores, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PANL / Pangaea Logistics Solutions Ltd.
SYK / Stryker Corporation
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
PANW / Palo Alto Networks, Inc.
FNB / F.N.B. Corporation
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
LNT / Alliant Energy Corporation
F / Ford Motor Company
DLTR / Dollar Tree, Inc.
MPC / Marathon Petroleum Corporation
ITW / Illinois Tool Works Inc.
MRK / Merck & Co., Inc.
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
EPR / EPR Properties
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
JNJ / Johnson & Johnson
PBDC / Putnam ETF Trust - Putnam BDC Income ETF
PNW / Pinnacle West Capital Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SOLS / Solstice Advanced Materials, Inc.
ETH / Grayscale Ethereum Staking Mini ETF
BAR / GraniteShares Gold Trust
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
MMM / 3M Company
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
STLD / Steel Dynamics, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
IWV / iShares Trust - iShares Russell 3000 ETF
BAI / Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
KMT / Kennametal Inc.
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF