Market Value4,784,540,000
Total Holdings510
File Date2022-11-14
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)
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
AVGO / Broadcom Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
VZ / Verizon Communications Inc.
CPK / Chesapeake Utilities Corporation
AMLP / ALPS ETF Trust - Alerian MLP ETF
FIF / First Trust Energy Infrastructure Fund
UAL / United Airlines Holdings, Inc.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
SLV / iShares Silver Trust
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
GRU / AB Svensk Exportkredit - ZC SP ETN REDEEM 14/02/2023 USD 10
ICUI / ICU Medical, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
TSLA / Tesla, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
FTNT / Fortinet, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
RJI / AB Svensk Exportkredit - ZC SP ETN REDEEM 24/10/2022 USD 10 - 870297801
ATAI / AtaiBeckley Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
UP / Wheels Up Experience Inc.
ECOR / electroCore, Inc.
CHTR / Charter Communications, Inc.
STEM / Stem, Inc.
BK / The Bank of New York Mellon Corporation
NNY / Nuveen New York Municipal Value Fund
GPN / Global Payments Inc.
ATIP / ATI Physical Therapy, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
US31187R1005 / Fast Radius Inc
IL0011839383 / Alpha Tau Medical Ltd.
JDIV / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
INDS / Pacer Funds Trust - Pacer Industrial Real Estate ETF
MRCC / Monroe Capital Corporation
/ SURO CAPITAL COR
ENDP / Endo International plc
ETN / Eaton Corporation plc
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
MMC / Marsh & McLennan Companies, Inc.
HPQ / HP Inc.
ACN / Accenture plc
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
MSFT / Microsoft Corporation
ENB / Enbridge Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
FUSE / Fusemachines Inc.
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
BSJM / Invesco Capital Management LLC - Invesco BulletShares 2022 High Yield Corporate Bond ETF
FENC / Fennec Pharmaceuticals Inc.
AFL / Aflac Incorporated
RWT / Redwood Trust, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
DBC / Invesco DB Commodity Index Tracking Fund
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
BNGO / Bionano Genomics, Inc.
JPM / JPMorgan Chase & Co.
GOOG / Alphabet Inc.
PFE / Pfizer Inc.
ECL / Ecolab Inc.
BA / The Boeing Company
TMUS / T-Mobile US, Inc.
AAPL / Apple Inc.
MTD / Mettler-Toledo International Inc.
V / Visa Inc.
TGT / Target Corporation
GE / General Electric Company
META / Meta Platforms, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
XAIR / Beyond Air, Inc.
MDT / Medtronic plc
DUK / Duke Energy Corporation
USB / U.S. Bancorp
NOC / Northrop Grumman Corporation
RTX / RTX Corporation
BAC / Bank of America Corporation
BMY / Bristol-Myers Squibb Company
DE / Deere & Company
CCI / Crown Castle Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
CRM / Salesforce, Inc.
CI / The Cigna Group
MEC / Mayville Engineering Company, Inc.
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
PAYX / Paychex, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
UTG / Reaves Utility Income Fund
GPC / Genuine Parts Company
MELI / MercadoLibre, Inc.
TT / Trane Technologies plc
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
GOOGL / Alphabet Inc.
LLY / Eli Lilly and Company
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DTH / WisdomTree Trust - WisdomTree International High Dividend Fund
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
DKS / DICK'S Sporting Goods, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
GS / The Goldman Sachs Group, Inc.
NVDA / NVIDIA Corporation
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
FNB / F.N.B. Corporation
DIS / The Walt Disney Company
IDU / iShares Trust - iShares U.S. Utilities ETF
COST / Costco Wholesale Corporation
CME / CME Group Inc.
QQQ / Invesco QQQ Trust, Series 1
TJX / The TJX Companies, Inc.
T / AT&T Inc.
KMI / Kinder Morgan, Inc.
WFC / Wells Fargo & Company
SYY / Sysco Corporation
OKE / ONEOK, Inc.
MS / Morgan Stanley
GALT / Galectin Therapeutics Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
JNJ / Johnson & Johnson
SO / The Southern Company
DAL / Delta Air Lines, Inc.
LPX / Louisiana-Pacific Corporation
TRV / The Travelers Companies, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DOV / Dover Corporation
PH / Parker-Hannifin Corporation
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
ED / Consolidated Edison, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
WMT / Walmart Inc.
WMB / The Williams Companies, Inc.
ZTS / Zoetis Inc.
WEC / WEC Energy Group, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
ABT / Abbott Laboratories
ORCL / Oracle Corporation
SNOW / Snowflake Inc.
FAST / Fastenal Company
QCOM / QUALCOMM Incorporated
MMM / 3M Company
AB / AllianceBernstein Holding L.P. - Limited Partnership
POL.WS / Polished.com Inc. Warrants to Warrants to Purchase Common Stock
UPS / United Parcel Service, Inc.
SYK / Stryker Corporation
ATRO / Astronics Corporation
BAX / Baxter International Inc.
CVX / Chevron Corporation
CUBE / CubeSmart
IWV / iShares Trust - iShares Russell 3000 ETF
FDX / FedEx Corporation
AMAT / Applied Materials, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
CTO / CTO Realty Growth, Inc.
MDLZ / Mondelez International, Inc.
GWW / W.W. Grainger, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
BBY / Best Buy Co., Inc.
EMR / Emerson Electric Co.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
PNC / The PNC Financial Services Group, Inc.
EIM / Eaton Vance Municipal Bond Fund
LHX / L3Harris Technologies, Inc.
CPRX / Catalyst Pharmaceuticals, Inc.
SWK / Stanley Black & Decker, Inc.
ATO / Atmos Energy Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
HRL / Hormel Foods Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
MRK / Merck & Co., Inc.
MTB / M&T Bank Corporation
CHH / Choice Hotels International, Inc.
CB / Chubb Limited
SSP / The E.W. Scripps Company
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CEG / Constellation Energy Corporation
SIEN / Sientra, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PXD / Pioneer Natural Resources Company
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
IEP / Icahn Enterprises L.P.
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
EGBN / Eagle Bancorp, Inc.
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
L / Loews Corporation
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
IPG / The Interpublic Group of Companies, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ZETA / Zeta Global Holdings Corp.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
ATRI / Atrion Corporation
BSCM / Invesco Capital Management LLC - Invesco BulletShares 2022 Corporate Bond ETF
IBCE / BlackRock Institutional Trust Company N.A. - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
US74348TAT97 / Prospect Capital Corporation Bond
CA29287W1023 / ENGINE GAMING AND MEDIA INC
HNDL / Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF
EFL / Eaton Vance Floating-Rate 2022 Target Term Trust
BAM / Brookfield Asset Management Ltd.
DX / Dynex Capital, Inc.
ABB / ABB Ltd. - ADR
NAD / Nuveen Quality Municipal Income Fund
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IBDN / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Corporate ETF
ATVI / Activision Blizzard Inc
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
EXAS / Exact Sciences Corporation
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
C.WSA / Citigroup, Inc.
WRK / WestRock Company
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
SIRI / Sirius XM Holdings Inc.
AUID / authID Inc.
LH / Labcorp Holdings Inc.
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJN / Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
VLO / Valero Energy Corporation
CWT / California Water Service Group
VGT / Vanguard World Fund - Vanguard Information Technology ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
AROC / Archrock, Inc.
NFG / National Fuel Gas Company
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
INTF / iShares Trust - iShares International Equity Factor ETF
IRT / Independence Realty Trust, Inc.
TSCO / Tractor Supply Company
APH / Amphenol Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
MCD / McDonald's Corporation
ES / Eversource Energy
MMP / Magellan Midstream Partners L.P.
PSK / SPDR Series Trust - State Street SPDR ICE Preferred Securities ETF
DFS / Discover Financial Services
UFOX / ETF Series Solutions - Defiance AI & Connective Tech ETF
RKT / Rocket Companies, Inc.
EL / The Estée Lauder Companies Inc.
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
SASR / Sandy Spring Bancorp, Inc.
FRGI / Fiesta Restaurant Group Inc
TELL / Tellurian Inc.
SGFY / Signify Health Inc - Class A
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
URI / United Rentals, Inc.
D / Dominion Energy, Inc.
FAF / First American Financial Corporation
IDXX / IDEXX Laboratories, Inc.
ICE / Intercontinental Exchange, Inc.
CSL / Carlisle Companies Incorporated
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
LNG / Cheniere Energy, Inc.
IR / Ingersoll Rand Inc.
DVY / iShares Trust - iShares Select Dividend ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
INTC / Intel Corporation
GM / General Motors Company
KOMP / SPDR Series Trust - State Street SPDR S&P Kensho New Economies Composite ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
NNN / NNN REIT, Inc.
PM / Philip Morris International Inc.
BWA / BorgWarner Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
ENX / Eaton Vance New York Municipal Bond Fund
CNX / CNX Resources Corporation
AON / Aon plc
IYW / iShares Trust - iShares U.S. Technology ETF
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
MBB / iShares Trust - iShares MBS ETF
WDIV / SPDR Index Shares Funds - State Street SPDR S&P Global Dividend ETF
TRP / TC Energy Corporation
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
NBTB / NBT Bancorp Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
CARR / Carrier Global Corporation
FI / Fiserv, Inc.
PANW / Palo Alto Networks, Inc.
COP / ConocoPhillips
AMT / American Tower Corporation
OSH / Oak Street Health Inc
VUG / Vanguard Index Funds - Vanguard Growth ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SDIV / Global X Funds - Global X SuperDividend ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
HSY / The Hershey Company
BX / Blackstone Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
GAP / The Gap, Inc.
HD / The Home Depot, Inc.
CSX / CSX Corporation
FL / Foot Locker, Inc.
C / Citigroup Inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
OSS / One Stop Systems, Inc.
DLTR / Dollar Tree, Inc.
SBUX / Starbucks Corporation
DLR / Digital Realty Trust, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
ET / Energy Transfer LP - Limited Partnership
CHD / Church & Dwight Co., Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
EXC / Exelon Corporation
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
LFMD / LifeMD, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
PGR / The Progressive Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
CAT / Caterpillar Inc.
WSBC / WesBanco, Inc.
VICR / Vicor Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
IQDF / FlexShares Trust - FlexShares International Quality Dividend Index Fund
PTRS / Partners Bancorp
BBH / VanEck ETF Trust - VanEck Biotech ETF
PCTI / PCTEL, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
BYRN / Byrna Technologies Inc.
OSK / Oshkosh Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
OGS / ONE Gas, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
BRK.B / Berkshire Hathaway Inc.
NFLX / Netflix, Inc.
AMD / Advanced Micro Devices, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ACGL / Arch Capital Group Ltd.
SPY / State Street SPDR S&P 500 ETF Trust
XOM / Exxon Mobil Corporation
MA / Mastercard Incorporated
MGEE / MGE Energy, Inc.
PLTR / Palantir Technologies Inc.
FIS / Fidelity National Information Services, Inc.
NSC / Norfolk Southern Corporation
KO / The Coca-Cola Company
NKE / NIKE, Inc.
IP / International Paper Company
NEE / NextEra Energy, Inc.
MO / Altria Group, Inc.
INTU / Intuit Inc.
SCHW / The Charles Schwab Corporation
TFC / Truist Financial Corporation
FCX / Freeport-McMoRan Inc.
AXP / American Express Company
AUB / Atlantic Union Bankshares Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
UNP / Union Pacific Corporation
FCNCA / First Citizens BancShares, Inc.
UNH / UnitedHealth Group Incorporated
ITW / Illinois Tool Works Inc.
AMGN / Amgen Inc.
CTVA / Corteva, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
SJM / The J. M. Smucker Company
TROW / T. Rowe Price Group, Inc.
ROK / Rockwell Automation, Inc.
AMP / Ameriprise Financial, Inc.
KMB / Kimberly-Clark Corporation
ORLY / O'Reilly Automotive, Inc.
WY / Weyerhaeuser Company
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VMC / Vulcan Materials Company
MLM / Martin Marietta Materials, Inc.
MET / MetLife, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
LYB / LyondellBasell Industries N.V.
SRE / Sempra
IYH / iShares Trust - iShares U.S. Healthcare ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
TMO / Thermo Fisher Scientific Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
JLL / Jones Lang LaSalle Incorporated
HEES / H&E Equipment Services, Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SG / Sweetgreen, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF
UBSI / United Bankshares, Inc.
AWK / American Water Works Company, Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
REET / iShares Trust - iShares Global REIT ETF
UGI / UGI Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
BIT / BlackRock Multi-Sector Income Trust
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
LIN / Linde plc
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
AEP / American Electric Power Company, Inc.
PYPL / PayPal Holdings, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
HIG / The Hartford Insurance Group, Inc.
MKC.V / McCormick & Company, Incorporated
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DB / Deutsche Bank Aktiengesellschaft
SMMD / iShares Trust - iShares Russell 2500 ETF
CSCO / Cisco Systems, Inc.
CMCSA / Comcast Corporation
LAMR / Lamar Advertising Company
ADP / Automatic Data Processing, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
PEG / Public Service Enterprise Group Incorporated
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
WM / Waste Management, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
IBB / iShares Trust - iShares Biotechnology ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
RJF / Raymond James Financial, Inc.
F / Ford Motor Company
GD / General Dynamics Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
BDX / Becton, Dickinson and Company
GLD / SPDR Gold Shares
BP / BP p.l.c. - Depositary Receipt (Common Stock)
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IAU / iShares Gold Trust
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
WTRG / Essential Utilities, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
ALL / The Allstate Corporation
LNT / Alliant Energy Corporation
IBM / International Business Machines Corporation
CVS / CVS Health Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
DHR / Danaher Corporation
MPC / Marathon Petroleum Corporation
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
DOW / Dow Inc.
PEP / PepsiCo, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
OTIS / Otis Worldwide Corporation
LMT / Lockheed Martin Corporation
IGF / iShares Trust - iShares Global Infrastructure ETF
FLL / Full House Resorts, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SHW / The Sherwin-Williams Company
FRT / Federal Realty Investment Trust
ELV / Elevance Health, Inc.
LOW / Lowe's Companies, Inc.
ARCC / Ares Capital Corporation
ABBV / AbbVie Inc.
DINO / HF Sinclair Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NOW / ServiceNow, Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
GIS / General Mills, Inc.
ADBE / Adobe Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
DDS / Dillard's, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
TXN / Texas Instruments Incorporated
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
COF / Capital One Financial Corporation
STEW / SRH Total Return Fund, Inc.
OXY / Occidental Petroleum Corporation
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
HON / Honeywell International Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
CTAS / Cintas Corporation
VSEC / VSE Corporation
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
MKC / McCormick & Company, Incorporated
EFT / Eaton Vance Floating-Rate Income Trust
WBD / Warner Bros. Discovery, Inc.
CFG / Citizens Financial Group, Inc.
AMZN / Amazon.com, Inc.
MAR / Marriott International, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
MCO / Moody's Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
IWM / iShares Trust - iShares Russell 2000 ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF