Market Value6,055,651,298
Total Holdings594
File Date2023-11-06
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)
VHT / Vanguard World Fund - Vanguard Health Care ETF
WTRG / Essential Utilities, Inc.
SO / The Southern Company
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CPK / Chesapeake Utilities Corporation
BXSL / Blackstone Secured Lending Fund
SYK / Stryker Corporation
EQT / EQT Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
SSP / The E.W. Scripps Company
MFC / Manulife Financial Corporation
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SG / Sweetgreen, Inc.
ORLY / O'Reilly Automotive, Inc.
SNOW / Snowflake Inc.
ICUI / ICU Medical, Inc.
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
BSJN / Invesco BulletShares 2023 High Yield Corporate Bond ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
YUM / Yum! Brands, Inc.
DNP / DNP Select Income Fund Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
CMC / Commercial Metals Company
ATAI / AtaiBeckley Inc.
FAST / Fastenal Company
HEES / H&E Equipment Services, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
CVX / Chevron Corporation
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
UPS / United Parcel Service, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
ATRO / Astronics Corporation
IYE / iShares Trust - iShares U.S. Energy ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
STEM / Stem, Inc.
CEV / Eaton Vance California Municipal Income Trust
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IYJ / iShares Trust - iShares U.S. Industrials ETF
ROP / Roper Technologies, Inc.
GAME / GameSquare Holdings, Inc.
PET / Wag! Group Co.
VNO / Vornado Realty Trust
MKC.V / McCormick & Company, Incorporated
AMAT / Applied Materials, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
MELI / MercadoLibre, Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
RKT / Rocket Companies, Inc.
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
IAU / iShares Gold Trust
CTO / CTO Realty Growth, Inc.
SOBR / SOBR Safe, Inc.
ANVS / Annovis Bio, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
DKS / DICK'S Sporting Goods, Inc.
PNC / The PNC Financial Services Group, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
VMI / Valmont Industries, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
FRGI / Fiesta Restaurant Group Inc
DFS / Discover Financial Services
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
LHX / L3Harris Technologies, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
BAX / Baxter International Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
OSS / One Stop Systems, Inc.
HSIC / Henry Schein, Inc.
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
EGBN / Eagle Bancorp, Inc.
CARR / Carrier Global Corporation
CWEN / Clearway Energy, Inc.
BA / The Boeing Company
AAPL / Apple Inc.
LMT / Lockheed Martin Corporation
ON / ON Semiconductor Corporation
IDXX / IDEXX Laboratories, Inc.
MMM / 3M Company
EL / The Estée Lauder Companies Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
V / Visa Inc.
GLD / SPDR Gold Shares
TGT / Target Corporation
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
LH / Labcorp Holdings Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
NNY / Nuveen New York Municipal Value Fund
LOW / Lowe's Companies, Inc.
ADBE / Adobe Inc.
DUK / Duke Energy Corporation
NOC / Northrop Grumman Corporation
RTX / RTX Corporation
WMT / Walmart Inc.
MDT / Medtronic plc
MCD / McDonald's Corporation
J / Jacobs Solutions Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
QRTEA / Qurate Retail Inc - Series A
TELL / Tellurian Inc.
DE / Deere & Company
LBRDK / Liberty Broadband Corporation
OTIS / Otis Worldwide Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
GOOGL / Alphabet Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
JPM / JPMorgan Chase & Co.
ECL / Ecolab Inc.
ABBV / AbbVie Inc.
HPQ / HP Inc.
DOV / Dover Corporation
AWK / American Water Works Company, Inc.
FIS / Fidelity National Information Services, Inc.
EMR / Emerson Electric Co.
CME / CME Group Inc.
BDJ / BlackRock Enhanced Equity Dividend Trust
TJX / The TJX Companies, Inc.
WFC / Wells Fargo & Company
ADP / Automatic Data Processing, Inc.
GALT / Galectin Therapeutics Inc.
WM / Waste Management, Inc.
DGX / Quest Diagnostics Incorporated
FTNT / Fortinet, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
OKE / ONEOK, Inc.
CB / Chubb Limited
MPC / Marathon Petroleum Corporation
AME / AMETEK, Inc.
MRK / Merck & Co., Inc.
PH / Parker-Hannifin Corporation
LPX / Louisiana-Pacific Corporation
SLB / SLB N.V.
BDX / Becton, Dickinson and Company
MUSA / Murphy USA Inc.
WMB / The Williams Companies, Inc.
COST / Costco Wholesale Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
OGS / ONE Gas, Inc.
CHH / Choice Hotels International, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
MTRN / Materion Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ECOR / electroCore, Inc.
AZO / AutoZone, Inc.
CPRX / Catalyst Pharmaceuticals, Inc.
DHR / Danaher Corporation
ATO / Atmos Energy Corporation
XAIR / Beyond Air, Inc.
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
CVS / CVS Health Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
VRTX / Vertex Pharmaceuticals Incorporated
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
IEV / iShares Trust - iShares Europe ETF
CMCSA / Comcast Corporation
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
UTG / Reaves Utility Income Fund
KR / The Kroger Co.
CI / The Cigna Group
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
REGN / Regeneron Pharmaceuticals, Inc.
GE / General Electric Company
CMG / Chipotle Mexican Grill, Inc.
BX / Blackstone Inc.
MSFT / Microsoft Corporation
CNP / CenterPoint Energy, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
JLL / Jones Lang LaSalle Incorporated
BSX / Boston Scientific Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
LNG / Cheniere Energy, Inc.
HRL / Hormel Foods Corporation
APH / Amphenol Corporation
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
GPC / Genuine Parts Company
CDNS / Cadence Design Systems, Inc.
EIM / Eaton Vance Municipal Bond Fund
LUV / Southwest Airlines Co.
FNB / F.N.B. Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
VMC / Vulcan Materials Company
ACN / Accenture plc
EVLV / Evolv Technologies Holdings, Inc.
GEHC / GE HealthCare Technologies Inc.
UNP / Union Pacific Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
FANG / Diamondback Energy, Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
SPGI / S&P Global Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
LLY / Eli Lilly and Company
MMC / Marsh & McLennan Companies, Inc.
LIN / Linde plc
POOL / Pool Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
NVDA / NVIDIA Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
IVE / iShares Trust - iShares S&P 500 Value ETF
GS / The Goldman Sachs Group, Inc.
BMY / Bristol-Myers Squibb Company
CL / Colgate-Palmolive Company
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
T / AT&T Inc.
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
US74348TAT97 / Prospect Capital Corporation Bond
ADSK / Autodesk, Inc.
ATVI / Activision Blizzard Inc
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
MTTR / Matterport, Inc.
UBER / Uber Technologies, Inc.
TXN / Texas Instruments Incorporated
MS / Morgan Stanley
LFMD / LifeMD, Inc.
SHOP / Shopify Inc.
GOOG / Alphabet Inc.
JNJ / Johnson & Johnson
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
MMP / Magellan Midstream Partners L.P.
POL.WS / Polished.com Inc. Warrants to Warrants to Purchase Common Stock
FWONK / Formula One Group
TIP / iShares Trust - iShares TIPS Bond ETF
EXC / Exelon Corporation
EXAS / Exact Sciences Corporation
NXPI / NXP Semiconductors N.V.
STEW / SRH Total Return Fund, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
C / Citigroup Inc.
CFG / Citizens Financial Group, Inc.
RXRX / Recursion Pharmaceuticals, Inc.
GAP / The Gap, Inc.
GBDC / Golub Capital BDC, Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
FLEX / Flex Ltd.
/ SURO CAPITAL COR
IRM / Iron Mountain Incorporated
SLF / Sun Life Financial Inc.
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
PTRS / Partners Bancorp
DTH / WisdomTree Trust - WisdomTree International High Dividend Fund
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
UFOX / ETF Series Solutions - Defiance AI & Connective Tech ETF
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
PSK / SPDR Series Trust - State Street SPDR ICE Preferred Securities ETF
SAIC / Science Applications International Corporation
IBTD / iShares Trust - iShares iBonds Dec 2023 Term Treasury ETF
FIF / First Trust Energy Infrastructure Fund
EOG / EOG Resources, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
PB / Prosperity Bancshares, Inc.
PCTI / PCTEL, Inc.
MGEE / MGE Energy, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
KOMP / SPDR Series Trust - State Street SPDR S&P Kensho New Economies Composite ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
CEG / Constellation Energy Corporation
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SEE / Sealed Air Corporation
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
URI / United Rentals, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
CRM / Salesforce, Inc.
GIS / General Mills, Inc.
SLV / iShares Silver Trust
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DIS / The Walt Disney Company
RRC / Range Resources Corporation
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
TFX / Teleflex Incorporated
CAT / Caterpillar Inc.
DVY / iShares Trust - iShares Select Dividend ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
UP / Wheels Up Experience Inc.
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
ET / Energy Transfer LP - Limited Partnership
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
TMUS / T-Mobile US, Inc.
ADI / Analog Devices, Inc.
CACC / Credit Acceptance Corporation
GLW / Corning Incorporated
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
ULTA / Ulta Beauty, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
CSX / CSX Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
ICE / Intercontinental Exchange, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
LW / Lamb Weston Holdings, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
MET / MetLife, Inc.
BWA / BorgWarner Inc.
HYT / BlackRock Corporate High Yield Fund, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
DLR / Digital Realty Trust, Inc.
AOS / A. O. Smith Corporation
LNT / Alliant Energy Corporation
NFG / National Fuel Gas Company
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
CAH / Cardinal Health, Inc.
OSK / Oshkosh Corporation
FEMY / Femasys Inc.
REET / iShares Trust - iShares Global REIT ETF
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ZIMV / ZimVie Inc.
AAL / American Airlines Group Inc.
KMX / CarMax, Inc.
VICR / Vicor Corporation
VLO / Valero Energy Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SWKS / Skyworks Solutions, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
DCI / Donaldson Company, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ACHR / Archer Aviation Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
EPD / Enterprise Products Partners L.P. - Limited Partnership
INTF / iShares Trust - iShares International Equity Factor ETF
AMT / American Tower Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
INTU / Intuit Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
FLL / Full House Resorts, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
BHRB / Burke & Herbert Financial Services Corp.
BBH / VanEck ETF Trust - VanEck Biotech ETF
CTAS / Cintas Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IQDF / FlexShares Trust - FlexShares International Quality Dividend Index Fund
DAL / Delta Air Lines, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
COF / Capital One Financial Corporation
QQQ / Invesco QQQ Trust, Series 1
DDS / Dillard's, Inc.
TRV / The Travelers Companies, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
SDIV / Global X Funds - Global X SuperDividend ETF
VSEC / VSE Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
ABT / Abbott Laboratories
NEE / NextEra Energy, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
CLF / Cleveland-Cliffs Inc.
SWK / Stanley Black & Decker, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
IYW / iShares Trust - iShares U.S. Technology ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
ORCL / Oracle Corporation
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
HON / Honeywell International Inc.
DINO / HF Sinclair Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
WBD / Warner Bros. Discovery, Inc.
TRP / TC Energy Corporation
DD / DuPont de Nemours, Inc.
PAG / Penske Automotive Group, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
CION / CION Investment Corporation
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
IXN / iShares Trust - iShares Global Tech ETF
UE / Urban Edge Properties
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
IPG / The Interpublic Group of Companies, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
GD / General Dynamics Corporation
UGI / UGI Corporation
ONTO / Onto Innovation Inc.
TPL / Texas Pacific Land Corporation
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
WDIV / SPDR Index Shares Funds - State Street SPDR S&P Global Dividend ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
MSCI / MSCI Inc.
DVN / Devon Energy Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
JBGS / JBG SMITH Properties
HD / The Home Depot, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
IWV / iShares Trust - iShares Russell 3000 ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
STGW / Stagwell Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
AFL / Aflac Incorporated
COIN / Coinbase Global, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
WY / Weyerhaeuser Company
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
SRE / Sempra
IWM / iShares Trust - iShares Russell 2000 ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
MICT / M&I Capital Trust B - Preferred Security
SMMD / iShares Trust - iShares Russell 2500 ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
HUM / Humana Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
RPM / RPM International Inc.
SASR / Sandy Spring Bancorp, Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
DLTR / Dollar Tree, Inc.
DH / Definitive Healthcare Corp.
IEP / Icahn Enterprises L.P.
AUID / authID Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
SON / Sonoco Products Company
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
AMGN / Amgen Inc.
AUID / authID Inc.
APO / Apollo Global Management, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
PM / Philip Morris International Inc.
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
MRNA / Moderna, Inc.
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
WRK / WestRock Company
DX / Dynex Capital, Inc.
D / Dominion Energy, Inc.
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
CALM / Cal-Maine Foods, Inc.
LRCX / Lam Research Corporation
SIRI / Sirius XM Holdings Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
C.WSA / Citigroup, Inc.
IP / International Paper Company
KEYS / Keysight Technologies, Inc.
COP / ConocoPhillips
ENX / Eaton Vance New York Municipal Bond Fund
HSY / The Hershey Company
BYRN / Byrna Technologies Inc.
FI / Fiserv, Inc.
JCI / Johnson Controls International plc
BAC / Bank of America Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
USB / U.S. Bancorp
PEP / PepsiCo, Inc.
PYPL / PayPal Holdings, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
PFE / Pfizer Inc.
META / Meta Platforms, Inc.
FDX / FedEx Corporation
QCOM / QUALCOMM Incorporated
ZTS / Zoetis Inc.
ED / Consolidated Edison, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
ES / Eversource Energy
CHD / Church & Dwight Co., Inc.
CACI / CACI International Inc
MAR / Marriott International, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MLM / Martin Marietta Materials, Inc.
PNW / Pinnacle West Capital Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
SHW / The Sherwin-Williams Company
FRT / Federal Realty Investment Trust
LYB / LyondellBasell Industries N.V.
ABNB / Airbnb, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
TSLA / Tesla, Inc.
DHI / D.R. Horton, Inc.
ETR / Entergy Corporation
ZBH / Zimmer Biomet Holdings, Inc.
AMZN / Amazon.com, Inc.
ACGL / Arch Capital Group Ltd.
NFLX / Netflix, Inc.
PLTR / Palantir Technologies Inc.
TQQQ / ProShares Trust - ProShares UltraPro QQQ
MA / Mastercard Incorporated
ADM / Archer-Daniels-Midland Company
XOM / Exxon Mobil Corporation
SPY / State Street SPDR S&P 500 ETF Trust
APD / Air Products and Chemicals, Inc.
BKNG / Booking Holdings Inc.
NSC / Norfolk Southern Corporation
IBM / International Business Machines Corporation
NKE / NIKE, Inc.
KO / The Coca-Cola Company
LAMR / Lamar Advertising Company
ALL / The Allstate Corporation
MDLZ / Mondelez International, Inc.
BRK.B / Berkshire Hathaway Inc.
TMO / Thermo Fisher Scientific Inc.
AON / Aon plc
MCK / McKesson Corporation
INTC / Intel Corporation
MTD / Mettler-Toledo International Inc.
MKC / McCormick & Company, Incorporated
MO / Altria Group, Inc.
AMD / Advanced Micro Devices, Inc.
FCX / Freeport-McMoRan Inc.
BK / The Bank of New York Mellon Corporation
TFC / Truist Financial Corporation
SYY / Sysco Corporation
TT / Trane Technologies plc
UNH / UnitedHealth Group Incorporated
AXP / American Express Company
AUB / Atlantic Union Bankshares Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
ISRG / Intuitive Surgical, Inc.
OXY / Occidental Petroleum Corporation
CSCO / Cisco Systems, Inc.
PGR / The Progressive Corporation
ITW / Illinois Tool Works Inc.
CTVA / Corteva, Inc.
PSX / Phillips 66
PRU / Prudential Financial, Inc.
SJM / The J. M. Smucker Company
MEC / Mayville Engineering Company, Inc.
ROK / Rockwell Automation, Inc.
AMP / Ameriprise Financial, Inc.
KMB / Kimberly-Clark Corporation
RJF / Raymond James Financial, Inc.
WEC / WEC Energy Group, Inc.
GWW / W.W. Grainger, Inc.
AEP / American Electric Power Company, Inc.
BIIB / Biogen Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ELV / Elevance Health, Inc.
EW / Edwards Lifesciences Corporation
L / Loews Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
TROW / T. Rowe Price Group, Inc.
UBSI / United Bankshares, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
DOW / Dow Inc.
MTB / M&T Bank Corporation
PLXS / Plexus Corp.
WSBC / WesBanco, Inc.
SBUX / Starbucks Corporation
BIT / BlackRock Multi-Sector Income Trust
FWONA / Formula One Group
NOW / ServiceNow, Inc.
PANW / Palo Alto Networks, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
F / Ford Motor Company
DTE / DTE Energy Company
VZ / Verizon Communications Inc.
ETN / Eaton Corporation plc
AVGO / Broadcom Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
FICO / Fair Isaac Corporation
SCHW / The Charles Schwab Corporation
DB / Deutsche Bank Aktiengesellschaft
CMI / Cummins Inc.
PARA / Paramount Global
RRGB / Red Robin Gourmet Burgers, Inc.
PAYX / Paychex, Inc.