Market Value7,039,581,038
Total Holdings644
File Date2024-02-07
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)
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MDT / Medtronic plc
BAC / Bank of America Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
MTRN / Materion Corporation
MCD / McDonald's Corporation
WTRG / Essential Utilities, Inc.
MCK / McKesson Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ECOR / electroCore, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
MTTR / Matterport, Inc.
FRGI / Fiesta Restaurant Group Inc
ATVI / Activision Blizzard Inc
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
CPRX / Catalyst Pharmaceuticals, Inc.
BMY / Bristol-Myers Squibb Company
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
MCO / Moody's Corporation
ATO / Atmos Energy Corporation
MET / MetLife, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
CALM / Cal-Maine Foods, Inc.
DNP / DNP Select Income Fund Inc.
Z / Zillow Group, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF
ADSK / Autodesk, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
GOOGL / Alphabet Inc.
BMRC / Bank of Marin Bancorp
VSEC / VSE Corporation
GOOG / Alphabet Inc.
LNT / Alliant Energy Corporation
ECL / Ecolab Inc.
DHR / Danaher Corporation
FICO / Fair Isaac Corporation
TXN / Texas Instruments Incorporated
TMUS / T-Mobile US, Inc.
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
AWK / American Water Works Company, Inc.
T / AT&T Inc.
HEES / H&E Equipment Services, Inc.
MTB / M&T Bank Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ED / Consolidated Edison, Inc.
INTF / iShares Trust - iShares International Equity Factor ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
PLD / Prologis, Inc.
GIS / General Mills, Inc.
HON / Honeywell International Inc.
CL / Colgate-Palmolive Company
GWW / W.W. Grainger, Inc.
ROP / Roper Technologies, Inc.
ADP / Automatic Data Processing, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
CVS / CVS Health Corporation
ANVS / Annovis Bio, Inc.
ADI / Analog Devices, Inc.
WM / Waste Management, Inc.
CCL / Carnival Corporation Ltd.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
DGX / Quest Diagnostics Incorporated
OKE / ONEOK, Inc.
UBER / Uber Technologies, Inc.
FLL / Full House Resorts, Inc.
MS / Morgan Stanley
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
VHT / Vanguard World Fund - Vanguard Health Care ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
GALT / Galectin Therapeutics Inc.
SHOP / Shopify Inc.
JNJ / Johnson & Johnson
DAL / Delta Air Lines, Inc.
MA / Mastercard Incorporated
MPC / Marathon Petroleum Corporation
MRK / Merck & Co., Inc.
PH / Parker-Hannifin Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
LPX / Louisiana-Pacific Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
BDX / Becton, Dickinson and Company
IWB / iShares Trust - iShares Russell 1000 ETF
EGBN / Eagle Bancorp, Inc.
MFC / Manulife Financial Corporation
OGS / ONE Gas, Inc.
WEC / WEC Energy Group, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
ORCL / Oracle Corporation
SNOW / Snowflake Inc.
US74348TAT97 / Prospect Capital Corporation Bond
DVN / Devon Energy Corporation
FAST / Fastenal Company
WMB / The Williams Companies, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
NKE / NIKE, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
IP / International Paper Company
UPS / United Parcel Service, Inc.
SSP / The E.W. Scripps Company
ABT / Abbott Laboratories
NNY / Nuveen New York Municipal Value Fund
HDV / iShares Trust - iShares Core High Dividend ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ATRO / Astronics Corporation
BHRB / Burke & Herbert Financial Services Corp.
IRM / Iron Mountain Incorporated
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IWV / iShares Trust - iShares Russell 3000 ETF
STEW / SRH Total Return Fund, Inc.
FIF / First Trust Energy Infrastructure Fund
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
PFF / iShares Trust - iShares Preferred and Income Securities ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
AMAT / Applied Materials, Inc.
IAU / iShares Gold Trust
ARKK / ARK ETF Trust - ARK Innovation ETF
EOG / EOG Resources, Inc.
IBM / International Business Machines Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IYE / iShares Trust - iShares U.S. Energy ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
DDS / Dillard's, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ORLY / O'Reilly Automotive, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
RKT / Rocket Companies, Inc.
CTO / CTO Realty Growth, Inc.
PM / Philip Morris International Inc.
FTNT / Fortinet, Inc.
FEMY / Femasys Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
GAME / GameSquare Holdings, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
GD / General Dynamics Corporation
UBSI / United Bankshares, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
PNC / The PNC Financial Services Group, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IWM / iShares Trust - iShares Russell 2000 ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
E-HOME HOUSEHOLD SVC HLDGS L / SHS NEW (G2952X120)
PCTI / PCTEL, Inc.
PSK / SPDR Series Trust - State Street SPDR ICE Preferred Securities ETF
AZO / AutoZone, Inc.
FRT / Federal Realty Investment Trust
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
/ URGENT.LY INC
DINO / HF Sinclair Corporation
IBTD / iShares Trust - iShares iBonds Dec 2023 Term Treasury ETF
BSJN / Invesco BulletShares 2023 High Yield Corporate Bond ETF
PTRS / Partners Bancorp
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
/ SURO CAPITAL COR
VRTX / Vertex Pharmaceuticals Incorporated
MICT / M&I Capital Trust B - Preferred Security
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
DTH / WisdomTree Trust - WisdomTree International High Dividend Fund
AAPL / Apple Inc.
LMT / Lockheed Martin Corporation
QCOM / QUALCOMM Incorporated
EL / The Estée Lauder Companies Inc.
C / Citigroup Inc.
V / Visa Inc.
PANW / Palo Alto Networks, Inc.
ALL / The Allstate Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
XOM / Exxon Mobil Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
LOW / Lowe's Companies, Inc.
ADBE / Adobe Inc.
HSIC / Henry Schein, Inc.
COIN / Coinbase Global, Inc.
LBRDK / Liberty Broadband Corporation
DUK / Duke Energy Corporation
NOC / Northrop Grumman Corporation
RTX / RTX Corporation
WMT / Walmart Inc.
CWEN / Clearway Energy, Inc.
ONTO / Onto Innovation Inc.
LHX / L3Harris Technologies, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
ATAI / AtaiBeckley Inc.
SON / Sonoco Products Company
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
SWK / Stanley Black & Decker, Inc.
CARR / Carrier Global Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
J / Jacobs Solutions Inc.
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
PET / Wag! Group Co.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
THTX / Theratechnologies Inc.
EXC / Exelon Corporation
NFG / National Fuel Gas Company
VLO / Valero Energy Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
OGE / OGE Energy Corp.
STEM / Stem, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
XAIR / Beyond Air, Inc.
REET / iShares Trust - iShares Global REIT ETF
MMS / Maximus, Inc.
AOS / A. O. Smith Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
CION / CION Investment Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ANSS / ANSYS, Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
UP / Wheels Up Experience Inc.
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
BWA / BorgWarner Inc.
ZIMV / ZimVie Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
SWKS / Skyworks Solutions, Inc.
ACHR / Archer Aviation Inc.
AAL / American Airlines Group Inc.
PB / Prosperity Bancshares, Inc.
MKC.V / McCormick & Company, Incorporated
ENPH / Enphase Energy, Inc.
MRNA / Moderna, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
CLX / The Clorox Company
RWO / SPDR Index Shares Funds - State Street SPDR Dow Jones Global Real Estate ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
TRP / TC Energy Corporation
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
IPG / The Interpublic Group of Companies, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
TFX / Teleflex Incorporated
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
CI / The Cigna Group
JCI / Johnson Controls International plc
YUM / Yum! Brands, Inc.
URI / United Rentals, Inc.
CACI / CACI International Inc
GPC / Genuine Parts Company
TT / Trane Technologies plc
RPM / RPM International Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
WDIV / SPDR Index Shares Funds - State Street SPDR S&P Global Dividend ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
DD / DuPont de Nemours, Inc.
COP / ConocoPhillips
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
JPM / JPMorgan Chase & Co.
SLB / SLB N.V.
SEE / Sealed Air Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
WBD / Warner Bros. Discovery, Inc.
GE / General Electric Company
IYW / iShares Trust - iShares U.S. Technology ETF
DE / Deere & Company
PAG / Penske Automotive Group, Inc.
SDIV / Global X Funds - Global X SuperDividend ETF
ELV / Elevance Health, Inc.
LDOS / Leidos Holdings, Inc.
CRM / Salesforce, Inc.
MSFT / Microsoft Corporation
GLW / Corning Incorporated
SLF / Sun Life Financial Inc.
ABBV / AbbVie Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
CMG / Chipotle Mexican Grill, Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
LNKB / LINKBANCORP, Inc.
POOL / Pool Corporation
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
TGT / Target Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MSCI / MSCI Inc.
ETN / Eaton Corporation plc
CDNS / Cadence Design Systems, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
LUV / Southwest Airlines Co.
AUID / authID Inc.
HSY / The Hershey Company
AUB / Atlantic Union Bankshares Corporation
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
UGI / UGI Corporation
CAH / Cardinal Health, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
TPL / Texas Pacific Land Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
IXN / iShares Trust - iShares Global Tech ETF
CHD / Church & Dwight Co., Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CEV / Eaton Vance California Municipal Income Trust
LECO / Lincoln Electric Holdings, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
FANG / Diamondback Energy, Inc.
SPGI / S&P Global Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
CAVA / CAVA Group, Inc.
DCI / Donaldson Company, Inc.
MU / Micron Technology, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
AMT / American Tower Corporation
CMC / Commercial Metals Company
BR / Broadridge Financial Solutions, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
WELL / Welltower Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
NVDA / NVIDIA Corporation
GS / The Goldman Sachs Group, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
GBDC / Golub Capital BDC, Inc.
TFC / Truist Financial Corporation
ICUI / ICU Medical, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
UFOX / ETF Series Solutions - Defiance AI & Connective Tech ETF
MNST / Monster Beverage Corporation
REGN / Regeneron Pharmaceuticals, Inc.
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
GM / General Motors Company
SG / Sweetgreen, Inc.
RCL / Royal Caribbean Cruises Ltd.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BXSL / Blackstone Secured Lending Fund
SLV / iShares Silver Trust
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
DOW / Dow Inc.
CAT / Caterpillar Inc.
FLEX / Flex Ltd.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SBUX / Starbucks Corporation
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
HYT / BlackRock Corporate High Yield Fund, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
PSA / Public Storage
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CMCSA / Comcast Corporation
MGEE / MGE Energy, Inc.
SYK / Stryker Corporation
PSX / Phillips 66
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
KMX / CarMax, Inc.
BK / The Bank of New York Mellon Corporation
WFC / Wells Fargo & Company
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
LFMD / LifeMD, Inc.
TMO / Thermo Fisher Scientific Inc.
SO / The Southern Company
NEE / NextEra Energy, Inc.
D / Dominion Energy, Inc.
APH / Amphenol Corporation
DOV / Dover Corporation
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
AMZN / Amazon.com, Inc.
SURE / AdvisorShares Trust - AdvisorShares Insider Advantage ETF
KLAC / KLA Corporation
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
EVLV / Evolv Technologies Holdings, Inc.
FSTR / L.B. Foster Company
VTV / Vanguard Index Funds - Vanguard Value ETF
DKS / DICK'S Sporting Goods, Inc.
CFG / Citizens Financial Group, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
LLY / Eli Lilly and Company
AON / Aon plc
GAP / The Gap, Inc.
IDU / iShares Trust - iShares U.S. Utilities ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
IPAR / Interparfums, Inc.
EMR / Emerson Electric Co.
FI / Fiserv, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
TELL / Tellurian Inc.
LH / Labcorp Holdings Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
HUM / Humana Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
CEG / Constellation Energy Corporation
UTG / Reaves Utility Income Fund
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
FWONA / Formula One Group
VNO / Vornado Realty Trust
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
CZR / Caesars Entertainment, Inc.
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
FCX / Freeport-McMoRan Inc.
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
XEL / Xcel Energy Inc.
PRU / Prudential Financial, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
COF / Capital One Financial Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
LIN / Linde plc
SHEL / Shell plc - Depositary Receipt (Common Stock)
CB / Chubb Limited
BYRN / Byrna Technologies Inc.
CTVA / Corteva, Inc.
CNP / CenterPoint Energy, Inc.
MSI / Motorola Solutions, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
USB / U.S. Bancorp
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PYPL / PayPal Holdings, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
VZ / Verizon Communications Inc.
PLXS / Plexus Corp.
IQDF / FlexShares Trust - FlexShares International Quality Dividend Index Fund
SRE / Sempra
CE / Celanese Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
PARA / Paramount Global
QRTEA / Qurate Retail Inc - Series A
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
GEHC / GE HealthCare Technologies Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
DX / Dynex Capital, Inc.
FDX / FedEx Corporation
BAX / Baxter International Inc.
STGW / Stagwell Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
MUSA / Murphy USA Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
OSK / Oshkosh Corporation
ES / Eversource Energy
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PAYX / Paychex, Inc.
SMCI / Super Micro Computer, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DTE / DTE Energy Company
ON / ON Semiconductor Corporation
PAA / Plains All American Pipeline, L.P. - Limited Partnership
MO / Altria Group, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
JLL / Jones Lang LaSalle Incorporated
BIIB / Biogen Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
TROW / T. Rowe Price Group, Inc.
DFS / Discover Financial Services
PEP / PepsiCo, Inc.
WSBC / WesBanco, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
META / Meta Platforms, Inc.
WRK / WestRock Company
CME / CME Group Inc.
EXFY / Expensify, Inc.
ET / Energy Transfer LP - Limited Partnership
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BSX / Boston Scientific Corporation
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
FNB / F.N.B. Corporation
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
APO / Apollo Global Management, Inc.
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
RXRX / Recursion Pharmaceuticals, Inc.
DHI / D.R. Horton, Inc.
CRWD / CrowdStrike Holdings, Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
MAR / Marriott International, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BX / Blackstone Inc.
DVY / iShares Trust - iShares Select Dividend ETF
SAIC / Science Applications International Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PGR / The Progressive Corporation
HIG / The Hartford Insurance Group, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
TIP / iShares Trust - iShares TIPS Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
EPD / Enterprise Products Partners L.P. - Limited Partnership
CHH / Choice Hotels International, Inc.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
BA / The Boeing Company
SASR / Sandy Spring Bancorp, Inc.
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
LRCX / Lam Research Corporation
MMC / Marsh & McLennan Companies, Inc.
EIG / Employers Holdings, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
EIM / Eaton Vance Municipal Bond Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
DLR / Digital Realty Trust, Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
KOMP / SPDR Series Trust - State Street SPDR S&P Kensho New Economies Composite ETF
BKNG / Booking Holdings Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
NTAP / NetApp, Inc.
LNG / Cheniere Energy, Inc.
SMMD / iShares Trust - iShares Russell 2500 ETF
RRGB / Red Robin Gourmet Burgers, Inc.
LAMR / Lamar Advertising Company
CSX / CSX Corporation
SOBR / SOBR Safe, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SIRI / Sirius XM Holdings Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IBB / iShares Trust - iShares Biotechnology ETF
KEYS / Keysight Technologies, Inc.
C.WSA / Citigroup, Inc.
ABNB / Airbnb, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
MELI / MercadoLibre, Inc.
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
ANET / Arista Networks, Inc.
BIT / BlackRock Multi-Sector Income Trust
IEV / iShares Trust - iShares Europe ETF
CTAS / Cintas Corporation
CPK / Chesapeake Utilities Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
ENX / Eaton Vance New York Municipal Bond Fund
HD / The Home Depot, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
NSC / Norfolk Southern Corporation
KO / The Coca-Cola Company
MEC / Mayville Engineering Company, Inc.
NOW / ServiceNow, Inc.
BRK.B / Berkshire Hathaway Inc.
OTIS / Otis Worldwide Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MDLZ / Mondelez International, Inc.
INTC / Intel Corporation
AMD / Advanced Micro Devices, Inc.
QQQ / Invesco QQQ Trust, Series 1
PFE / Pfizer Inc.
MTD / Mettler-Toledo International Inc.
AMP / Ameriprise Financial, Inc.
ROK / Rockwell Automation, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MKC / McCormick & Company, Incorporated
INTU / Intuit Inc.
AVGO / Broadcom Inc.
SCHW / The Charles Schwab Corporation
UNH / UnitedHealth Group Incorporated
F / Ford Motor Company
KMB / Kimberly-Clark Corporation
AXP / American Express Company
SYY / Sysco Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
ISRG / Intuitive Surgical, Inc.
UNP / Union Pacific Corporation
CMI / Cummins Inc.
OXY / Occidental Petroleum Corporation
TJX / The TJX Companies, Inc.
NXPI / NXP Semiconductors N.V.
RJF / Raymond James Financial, Inc.
ITW / Illinois Tool Works Inc.
CSCO / Cisco Systems, Inc.
HPQ / HP Inc.
TSLA / Tesla, Inc.
AMGN / Amgen Inc.
KR / The Kroger Co.
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
ZBH / Zimmer Biomet Holdings, Inc.
ETR / Entergy Corporation
SJM / The J. M. Smucker Company
NFLX / Netflix, Inc.
MMM / 3M Company
IDXX / IDEXX Laboratories, Inc.
ADM / Archer-Daniels-Midland Company
TRV / The Travelers Companies, Inc.
ACGL / Arch Capital Group Ltd.
SPY / State Street SPDR S&P 500 ETF Trust
DB / Deutsche Bank Aktiengesellschaft
CVX / Chevron Corporation
FIS / Fidelity National Information Services, Inc.
PLTR / Palantir Technologies Inc.
PEG / Public Service Enterprise Group Incorporated
DIS / The Walt Disney Company
AFL / Aflac Incorporated
WY / Weyerhaeuser Company
ACN / Accenture plc
AEP / American Electric Power Company, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VMC / Vulcan Materials Company
L / Loews Corporation
COST / Costco Wholesale Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PNW / Pinnacle West Capital Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
GLD / SPDR Gold Shares
MLM / Martin Marietta Materials, Inc.
AME / AMETEK, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
ICE / Intercontinental Exchange, Inc.
LYB / LyondellBasell Industries N.V.
IYH / iShares Trust - iShares U.S. Healthcare ETF
TQQQ / ProShares Trust - ProShares UltraPro QQQ
APD / Air Products and Chemicals, Inc.
EW / Edwards Lifesciences Corporation
SHW / The Sherwin-Williams Company
EVRG / Evergy, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
HRL / Hormel Foods Corporation
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF