Market Value2,064,138,736
Total Holdings482
File Date2026-04-08
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
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Shares
Current
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PZT / Invesco Exchange-Traded Fund Trust II - Invesco New York AMT-Free Municipal Bond ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
TPL / Texas Pacific Land Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
CACI / CACI International Inc
VVISX / Financial Investors Trust - Vulcan Value Partners Small Cap Fund Institutional Class
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
MDT / Medtronic plc
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
GJR / Strats Trust For Procter & Gambel Security - Preferred Security Call
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
CAH / Cardinal Health, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
GOOGL / Alphabet Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
MUB / iShares Trust - iShares National Muni Bond ETF
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
APH / Amphenol Corporation
MCK / McKesson Corporation
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
RMT / Royce Micro-Cap Trust, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
XAR / SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF
ADI / Analog Devices, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
CSCO / Cisco Systems, Inc.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
FFSM / Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
BPRE / Bluerock Private Real Estate Fund
OEF / iShares Trust - iShares S&P 100 ETF
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
NUW / Nuveen AMT-Free Municipal Value Fund
LRCX / Lam Research Corporation
AVGO / Broadcom Inc.
ABBV / AbbVie Inc.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
GLW / Corning Incorporated
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
PKG / Packaging Corporation of America
SAH / Sonic Automotive, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
PLTR / Palantir Technologies Inc.
TRMB / Trimble Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
DMLP / Dorchester Minerals, L.P. - Limited Partnership
ZTS / Zoetis Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
TJX / The TJX Companies, Inc.
BLK / BlackRock, Inc.
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
ANET / Arista Networks, Inc.
VTWI.X / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MPC / Marathon Petroleum Corporation
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
DVY / iShares Trust - iShares Select Dividend ETF
AIZ / Assurant, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
IDXX / IDEXX Laboratories, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
RJF / Raymond James Financial, Inc.
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
PHYL / PGIM ETF Trust - PGIM Active High Yield Bond ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
AAPL / Apple Inc.
SHOP / Shopify Inc.
LZB / La-Z-Boy Incorporated
BDX / Becton, Dickinson and Company
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
PRU / Prudential Financial, Inc.
AMZN / Amazon.com, Inc.
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
BGX / Blackstone Long-Short Credit Income Fund
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
WFC.PRL / Wells Fargo & Company - Preferred Stock
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
VLY / Valley National Bancorp
INTC / Intel Corporation
WMT / Walmart Inc.
DUK / Duke Energy Corporation
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
BBBY / Bed Bath & Beyond, Inc.
RY / Royal Bank of Canada
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
OBTC / Osprey Bitcoin Trust
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
CFLT / Confluent, Inc.
EFIV / SPDR Series Trust - State Street SPDR S&P 500 ESG ETF
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
C / Citigroup Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
AVDE / American Century ETF Trust - Avantis International Equity ETF
AMD / Advanced Micro Devices, Inc.
IAU / iShares Gold Trust
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
TSLA / Tesla, Inc.
NVDA / NVIDIA Corporation
NOW / ServiceNow, Inc.
CEF / Sprott Physical Gold and Silver Trust
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
MRVL / Marvell Technology, Inc.
NMT / Nuveen Massachusetts Quality Municipal Income Fund
MSFT / Microsoft Corporation
DEHP / Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF
IWM / iShares Trust - iShares Russell 2000 ETF
MCD / McDonald's Corporation
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
XFLT / XAI Octagon Floating Rate & Alternative Income Trust
META / Meta Platforms, Inc.
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
PSX / Phillips 66
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
GS / The Goldman Sachs Group, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
VERSX / Vanguard Emerging Markets Stock Index Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
FDMO / Fidelity Covington Trust - Fidelity Momentum Factor ETF
EUSB / iShares Trust - iShares ESG Advanced Universal USD Bond ETF
IVAL / EA Series Trust - Alpha Architect International Quantitative Value ETF
AZNDF / AstraZeneca Plc
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
QQQE / Direxion Shares ETF Trust - NASDAQ-100 Equal Weighted Index ETF
USA / Liberty All-Star Equity Fund
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
BAC.PRL / Bank of America Corporation - Preferred Stock
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
TTWO / Take-Two Interactive Software, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IBIT / iShares Bitcoin Trust ETF
PM / Philip Morris International Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
LCTU / BlackRock ETF Trust - iShares U.S. Carbon Transition Readiness Aware Active ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
EBND / SPDR Series Trust - State Street SPDR Bloomberg Emerging Markets Local Bond ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
HPE / Hewlett Packard Enterprise Company
AMAT / Applied Materials, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
UNP / Union Pacific Corporation
GOOG / Alphabet Inc.
GLD / SPDR Gold Shares
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
GRMN / Garmin Ltd.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
AWF / AllianceBernstein Global High Income Fund
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
PGR / The Progressive Corporation
NIM / Nuveen Select Maturities Municipal Fund
JCI / Johnson Controls International plc
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
IGRO / iShares Trust - iShares International Dividend Growth ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
LOW / Lowe's Companies, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
OBIL / The RBB Fund, Inc. - F/m US Treasury 12 Month Bill ETF
R / Ryder System, Inc.
PEP / PepsiCo, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
CRM / Salesforce, Inc.
BOE / BlackRock Enhanced Global Dividend Trust
AVGV / American Century ETF Trust - Avantis All Equity Markets Value ETF
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
CB / Chubb Limited
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
NXJ / Nuveen New Jersey Quality Municipal Income Fund
KR / The Kroger Co.
CY2 / Canadian National Railway Company
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
WULF / TeraWulf Inc.
SO / The Southern Company
PTC / PTC Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
ET / Energy Transfer LP - Limited Partnership
TD / The Toronto-Dominion Bank
TKO / TKO Group Holdings, Inc.
NFLX / Netflix, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BSJT / Invesco BulletShares 2029 High Yield Corporate Bond ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
NEE / NextEra Energy, Inc.
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
KE / Kimball Electronics, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
VRT / Vertiv Holdings Co
VPU / Vanguard World Fund - Vanguard Utilities ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
OPK / OPKO Health, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
GEV / GE Vernova Inc.
TEI / Templeton Emerging Markets Income Fund
INTU / Intuit Inc.
ITW / Illinois Tool Works Inc.
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
HEQ / John Hancock Diversified Income Fund
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
JOF / Japan Smaller Capitalization Fund, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
MUJ / BlackRock MuniHoldings New Jersey Quality Fund, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
DDOG / Datadog, Inc.
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN
ARCC / Ares Capital Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
ADP / Automatic Data Processing, Inc.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
VVR / Invesco Senior Income Trust
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
MBB / iShares Trust - iShares MBS ETF
ISRG / Intuitive Surgical, Inc.
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF
V / Visa Inc.
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
XBIL / The RBB Fund, Inc. - F/m US Treasury 6 Month Bill ETF
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
EAOA / iShares Trust - iShares ESG Aware 80/20 Aggressive Allocation ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CLOI / VanEck ETF Trust - VanEck CLO ETF
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
EVN / Eaton Vance Municipal Income Trust
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
IWD / iShares Trust - iShares Russell 1000 Value ETF
PEG / Public Service Enterprise Group Incorporated
MCO / Moody's Corporation
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
ENFFF / Enbridge Inc. - Preferred Security
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
HCA / HCA Healthcare, Inc.
DE / Deere & Company
MU / Micron Technology, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IWV / iShares Trust - iShares Russell 3000 ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
UBS / UBS Group AG
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
CAT / Caterpillar Inc.
ORCL / Oracle Corporation
GE / General Electric Company
PFE / Pfizer Inc.
DXCM / DexCom, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MMM / 3M Company
F / Ford Motor Company
YUM / Yum! Brands, Inc.
SYY / Sysco Corporation
CVX / Chevron Corporation
QCOM / QUALCOMM Incorporated
AMGN / Amgen Inc.
XYL / Xylem Inc.
SBUX / Starbucks Corporation
HD / The Home Depot, Inc.
KO / The Coca-Cola Company
T / AT&T Inc.
HLT / Hilton Worldwide Holdings Inc.
VLO / Valero Energy Corporation
CNH / CNH Industrial N.V.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
HOOD / Robinhood Markets, Inc.
JNJ / Johnson & Johnson
MO / Altria Group, Inc.
PANW / Palo Alto Networks, Inc.
SCHW / The Charles Schwab Corporation
PODD / Insulet Corporation
UBER / Uber Technologies, Inc.
DIS / The Walt Disney Company
XOM / Exxon Mobil Corporation
AFL / Aflac Incorporated
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
PH / Parker-Hannifin Corporation
WFC / Wells Fargo & Company
BMY / Bristol-Myers Squibb Company
LLY / Eli Lilly and Company
KVUE / Kenvue Inc.
AEP / American Electric Power Company, Inc.
PNC / The PNC Financial Services Group, Inc.
GILD / Gilead Sciences, Inc.
LMT / Lockheed Martin Corporation
ADBE / Adobe Inc.
ETN / Eaton Corporation plc
BAC / Bank of America Corporation
BA / The Boeing Company
GD / General Dynamics Corporation
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
BKNG / Booking Holdings Inc.
TXN / Texas Instruments Incorporated
BRK.A / Berkshire Hathaway Inc.
DHR / Danaher Corporation
BRK.A / Berkshire Hathaway Inc.
SPGI / S&P Global Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
SMTC / Semtech Corporation
COST / Costco Wholesale Corporation
IBM / International Business Machines Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
NSC / Norfolk Southern Corporation
ABT / Abbott Laboratories
RTX / RTX Corporation
COR / Cencora, Inc.
RSG / Republic Services, Inc.
UNH / UnitedHealth Group Incorporated
FDX / FedEx Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TMO / Thermo Fisher Scientific Inc.
UPS / United Parcel Service, Inc.
BX / Blackstone Inc.
QQQ / Invesco QQQ Trust, Series 1
ROST / Ross Stores, Inc.
D / Dominion Energy, Inc.
HUBS / HubSpot, Inc.
GWW / W.W. Grainger, Inc.
WM / Waste Management, Inc.
WELL / Welltower Inc.
NUE / Nucor Corporation
COP / ConocoPhillips
BIIB / Biogen Inc.
TRV / The Travelers Companies, Inc.
CME / CME Group Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
ACN / Accenture plc
VZ / Verizon Communications Inc.
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
MTD / Mettler-Toledo International Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
LIN / Linde plc
MA / Mastercard Incorporated
AXP / American Express Company
SYK / Stryker Corporation
MRK / Merck & Co., Inc.
BK / The Bank of New York Mellon Corporation
TEL / TE Connectivity plc
ED / Consolidated Edison, Inc.
INDA / iShares Trust - iShares MSCI India ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
EOG / EOG Resources, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
UAL / United Airlines Holdings, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
REGN / Regeneron Pharmaceuticals, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VGRSX / Vanguard REIT Index Fund
FAST / Fastenal Company
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
IWB / iShares Trust - iShares Russell 1000 ETF
NDAQ / Nasdaq, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
MRSH / Marsh & McLennan Companies, Inc.
CRWD / CrowdStrike Holdings, Inc.
JPM / JPMorgan Chase & Co.
O / Realty Income Corporation
KEY / KeyCorp
MS / Morgan Stanley
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
HDV / iShares Trust - iShares Core High Dividend ETF
CL / Colgate-Palmolive Company
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
FTNT / Fortinet, Inc.
HWM / Howmet Aerospace Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
XT / iShares Trust - iShares Future Exponential Technologies ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
IWO / iShares Trust - iShares Russell 2000 Growth ETF
HON / Honeywell International Inc.
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
CGGO / Capital Group Global Growth Equity ETF