Market Value1,860,229,902
Total Holdings437
File Date2025-10-20
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)
MCD / McDonald's Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
TXN / Texas Instruments Incorporated
ISRG / Intuitive Surgical, Inc.
SPGI / S&P Global Inc.
C / Citigroup Inc.
RTX / RTX Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
URI / United Rentals, Inc.
ABT / Abbott Laboratories
COR / Cencora, Inc.
WFC / Wells Fargo & Company
BMY / Bristol-Myers Squibb Company
PZT / Invesco Exchange-Traded Fund Trust II - Invesco New York AMT-Free Municipal Bond ETF
AVGV / American Century ETF Trust - Avantis All Equity Markets Value ETF
LLY / Eli Lilly and Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
BLK / BlackRock, Inc.
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IBM / International Business Machines Corporation
JQC / Nuveen Credit Strategies Income Fund
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
ICE / Intercontinental Exchange, Inc.
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
PYPL / PayPal Holdings, Inc.
GSUS / Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
DFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - February
BFB / Brown-Forman Corp. - Class B
AB / AllianceBernstein Holding L.P. - Limited Partnership
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
CRWD / CrowdStrike Holdings, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
OPK / OPKO Health, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
CHD / Church & Dwight Co., Inc.
GSSC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
HDV / iShares Trust - iShares Core High Dividend ETF
AMAT / Applied Materials, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TMO / Thermo Fisher Scientific Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
UPS / United Parcel Service, Inc.
LOW / Lowe's Companies, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
WELL / Welltower Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
CME / CME Group Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
HON / Honeywell International Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ITAN / EA Series Trust - Sparkline Intangible Value ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
MCO / Moody's Corporation
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
ED / Consolidated Edison, Inc.
EOG / EOG Resources, Inc.
PLTR / Palantir Technologies Inc.
IDXX / IDEXX Laboratories, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
GOOGL / Alphabet Inc.
DUK / Duke Energy Corporation
GOOG / Alphabet Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ADI / Analog Devices, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
PGR / The Progressive Corporation
META / Meta Platforms, Inc.
GEV / GE Vernova Inc.
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AMD / Advanced Micro Devices, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ITW / Illinois Tool Works Inc.
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SPY / State Street SPDR S&P 500 ETF Trust
AVDE / American Century ETF Trust - Avantis International Equity ETF
TRMB / Trimble Inc.
COST / Costco Wholesale Corporation
ANET / Arista Networks, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
LRCX / Lam Research Corporation
TJX / The TJX Companies, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IWV / iShares Trust - iShares Russell 3000 ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
AVGO / Broadcom Inc.
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
CAT / Caterpillar Inc.
WMT / Walmart Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
SCHW / The Charles Schwab Corporation
XOM / Exxon Mobil Corporation
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
F / Ford Motor Company
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
SNPS / Synopsys, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
EUSB / iShares Trust - iShares ESG Advanced Universal USD Bond ETF
TYL / Tyler Technologies, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
MSTR / Strategy Inc
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
CLOI / VanEck ETF Trust - VanEck CLO ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
BRK.A / Berkshire Hathaway Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
CACI / CACI International Inc
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
CGGO / Capital Group Global Growth Equity ETF
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IBIT / iShares Bitcoin Trust ETF
EAOA / iShares Trust - iShares ESG Aware 80/20 Aggressive Allocation ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
XT / iShares Trust - iShares Future Exponential Technologies ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
OEF / iShares Trust - iShares S&P 100 ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ACN / Accenture plc
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
MBB / iShares Trust - iShares MBS ETF
BKNG / Booking Holdings Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DVY / iShares Trust - iShares Select Dividend ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
OBIL / The RBB Fund, Inc. - F/m US Treasury 12 Month Bill ETF
XBIL / The RBB Fund, Inc. - F/m US Treasury 6 Month Bill ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
CY2 / Canadian National Railway Company
PFF / iShares Trust - iShares Preferred and Income Securities ETF
GWW / W.W. Grainger, Inc.
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
IGRO / iShares Trust - iShares International Dividend Growth ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
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
MRSH / Marsh & McLennan Companies, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
MSFT / Microsoft Corporation
INTU / Intuit Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SBUX / Starbucks Corporation
FDMO / Fidelity Covington Trust - Fidelity Momentum Factor ETF
PEP / PepsiCo, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
TSLA / Tesla, Inc.
MUJ / BlackRock MuniHoldings New Jersey Quality Fund, Inc.
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
ARCC / Ares Capital Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
ABBV / AbbVie Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
PODD / Insulet Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
RY / Royal Bank of Canada
HUBS / HubSpot, Inc.
TEL / TE Connectivity plc
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
EFIV / SPDR Series Trust - State Street SPDR S&P 500 ESG ETF
UBER / Uber Technologies, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
PFE / Pfizer Inc.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
FFSM / Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF
UBS / UBS Group AG
NVDA / NVIDIA Corporation
VZ / Verizon Communications Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
WM / Waste Management, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
WFC.PRL / Wells Fargo & Company - Preferred Stock
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
QQQE / Direxion Shares ETF Trust - NASDAQ-100 Equal Weighted Index ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
VLY / Valley National Bancorp
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IWM / iShares Trust - iShares Russell 2000 ETF
USA / Liberty All-Star Equity Fund
DEHP / Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
PG / The Procter & Gamble Company
PG / The Procter & Gamble Company Call
PH / Parker-Hannifin Corporation
PANW / Palo Alto Networks, Inc.
COF / Capital One Financial Corporation
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
GLW / Corning Incorporated
CVS / CVS Health Corporation
AMZN / Amazon.com, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
TTWO / Take-Two Interactive Software, Inc.
MO / Altria Group, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
BBBY / Bed Bath & Beyond, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
NXJ / Nuveen New Jersey Quality Municipal Income Fund
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
PTC / PTC Inc.
TKO / TKO Group Holdings, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
TD / The Toronto-Dominion Bank
ENB / Enbridge Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF
PHYL / PGIM ETF Trust - PGIM Active High Yield Bond ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
DMLP / Dorchester Minerals, L.P. - Limited Partnership
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IWB / iShares Trust - iShares Russell 1000 ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
EVN / Eaton Vance Municipal Income Trust
LMT / Lockheed Martin Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
QMOM / EA Series Trust - Alpha Architect U.S. Quantitative Momentum ETF
XAR / SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
IVAL / EA Series Trust - Alpha Architect International Quantitative Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
GS / The Goldman Sachs Group, Inc.
AAAU / Goldman Sachs Physical Gold ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
MRVL / Marvell Technology, Inc.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
ADP / Automatic Data Processing, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
IAU / iShares Gold Trust
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BAC.PRL / Bank of America Corporation - Preferred Stock
WULF / TeraWulf Inc.
QCOM / QUALCOMM Incorporated
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ADBE / Adobe Inc.
CFLT / Confluent, Inc.
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
T / AT&T Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
JNJ / Johnson & Johnson
INTC / Intel Corporation
MRK / Merck & Co., Inc.
ORCL / Oracle Corporation
AAPL / Apple Inc.
UNH / UnitedHealth Group Incorporated
BRK.B / Berkshire Hathaway Inc.
VRT / Vertiv Holdings Co
JPM / JPMorgan Chase & Co.
UNP / Union Pacific Corporation
GILD / Gilead Sciences, Inc.
PKG / Packaging Corporation of America
GLD / SPDR Gold Shares
HOOD / Robinhood Markets, Inc.
CRM / Salesforce, Inc.
HCA / HCA Healthcare, Inc.
V / Visa Inc.
CVX / Chevron Corporation
NFLX / Netflix, Inc.
KO / The Coca-Cola Company
DDOG / Datadog, Inc.
MA / Mastercard Incorporated
BX / Blackstone Inc.
NEE / NextEra Energy, Inc.
GE / General Electric Company
BAC / Bank of America Corporation
BA / The Boeing Company
PM / Philip Morris International Inc.
ETN / Eaton Corporation plc
COP / ConocoPhillips
NOW / ServiceNow, Inc.
SHOP / Shopify Inc.
AXP / American Express Company
GD / General Dynamics Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
BDX / Becton, Dickinson and Company
DXCM / DexCom, Inc.
ZTS / Zoetis Inc.
AMGN / Amgen Inc.
KEY / KeyCorp
CSCO / Cisco Systems, Inc.
DIS / The Walt Disney Company
JCI / Johnson Controls International plc
MS / Morgan Stanley
LIN / Linde plc
DHR / Danaher Corporation
EWJ / iShares, Inc. - iShares MSCI Japan ETF
HD / The Home Depot, Inc.
FTNT / Fortinet, Inc.
BK / The Bank of New York Mellon Corporation
INDA / iShares Trust - iShares MSCI India ETF
D / Dominion Energy, Inc.
BIIB / Biogen Inc.
QQQ / Invesco QQQ Trust, Series 1
ROST / Ross Stores, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
MTD / Mettler-Toledo International Inc.
TRV / The Travelers Companies, Inc.
DE / Deere & Company
CB / Chubb Limited
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
PEG / Public Service Enterprise Group Incorporated
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
TPL / Texas Pacific Land Corporation
NDAQ / Nasdaq, Inc.
CL / Colgate-Palmolive Company
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
PNC / The PNC Financial Services Group, Inc.
NSC / Norfolk Southern Corporation
XYL / Xylem Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
NUE / Nucor Corporation
MPC / Marathon Petroleum Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
SYK / Stryker Corporation
RJF / Raymond James Financial, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF