Market Value17,795,409,588
Total Holdings848
File Date2025-08-11
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)
FRT / Federal Realty Investment Trust
SURE / AdvisorShares Trust - AdvisorShares Insider Advantage ETF
CBIS / Cannabis Science, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
FLLA / Franklin Templeton ETF Trust - Franklin FTSE Latin America ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
BA / The Boeing Company
DTE / DTE Energy Company
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
AMAT / Applied Materials, Inc.
CBNK / Capital Bancorp, Inc.
AAPL / Apple Inc.
FUBO / FuboTV Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
LPLA / LPL Financial Holdings Inc.
BN / Brookfield Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
PDYN / Palladyne AI Corp.
LMT / Lockheed Martin Corporation
IEV / iShares Trust - iShares Europe ETF
D / Dominion Energy, Inc.
HLT / Hilton Worldwide Holdings Inc.
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
GBDC / Golub Capital BDC, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
CORT / Corcept Therapeutics Incorporated
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
BTC / Grayscale Bitcoin Mini Trust
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
WRAP / Wrap Technologies, Inc.
DDS / Dillard's, Inc.
QCOM / QUALCOMM Incorporated
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
PNW / Pinnacle West Capital Corporation
MLM / Martin Marietta Materials, Inc.
GBTG / Global Business Travel Group, Inc.
C / Citigroup Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IBIT / iShares Bitcoin Trust ETF
PANW / Palo Alto Networks, Inc.
EVR / Evercore Inc.
J / Jacobs Solutions Inc.
CACI / CACI International Inc
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
CI / The Cigna Group
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
PAYX / Paychex, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
CRWD / CrowdStrike Holdings, Inc.
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
RWR / SPDR Series Trust - State Street SPDR Dow Jones REIT ETF
NUE / Nucor Corporation
LYB / LyondellBasell Industries N.V.
GLW / Corning Incorporated
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
SLV / iShares Silver Trust
KR / The Kroger Co.
EPD / Enterprise Products Partners L.P. - Limited Partnership
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
SDIV / Global X Funds - Global X SuperDividend ETF
ET / Energy Transfer LP - Limited Partnership
GM / General Motors Company
BMRC / Bank of Marin Bancorp
TILT / FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
TD / The Toronto-Dominion Bank
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
NGD / New Gold Inc.
DELL / Dell Technologies Inc.
MELI / MercadoLibre, Inc.
GEV / GE Vernova Inc.
PLXS / Plexus Corp.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
CRM / Salesforce, Inc.
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
CSCO / Cisco Systems, Inc.
CRDL / Cardiol Therapeutics Inc.
GEHC / GE HealthCare Technologies Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
LNG / Cheniere Energy, Inc.
TGT / Target Corporation
CMCSA / Comcast Corporation
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
GE / General Electric Company
PAG / Penske Automotive Group, Inc.
US75737FAE88 / Redfin Corp
DD / DuPont de Nemours, Inc.
APH / Amphenol Corporation
UTG / Reaves Utility Income Fund
ADM / Archer-Daniels-Midland Company
DLR / Digital Realty Trust, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
NXPI / NXP Semiconductors N.V.
EIG / Employers Holdings, Inc.
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
RSG / Republic Services, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
AUB / Atlantic Union Bankshares Corporation
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
AUID / authID Inc.
PRU / Prudential Financial, Inc.
HSY / The Hershey Company
MUB / iShares Trust - iShares National Muni Bond ETF
AEM / Agnico Eagle Mines Limited
DEHP / Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF
EIM / Eaton Vance Municipal Bond Fund
IDGT / iShares Trust - iShares U.S. Digital Infrastructure and Real Estate ETF
KKR / KKR & Co. Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
OSK / Oshkosh Corporation
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
CYBR / CyberArk Software Ltd.
LDRX / The RBB Fund Inc. - SGI Enhanced Market Leaders ETF
UGI / UGI Corporation
KLAC / KLA Corporation
WDIV / SPDR Index Shares Funds - State Street SPDR S&P Global Dividend ETF
WRB / W. R. Berkley Corporation
INSP / Inspire Medical Systems, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
IAU / iShares Gold Trust
NYF / iShares Trust - iShares New York Muni Bond ETF
IXN / iShares Trust - iShares Global Tech ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
CMF / iShares Trust - iShares California Muni Bond ETF
SHW / The Sherwin-Williams Company
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
VOYA / Voya Financial, Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
OGS / ONE Gas, Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
SLF / Sun Life Financial Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
URTH / iShares, Inc. - iShares MSCI World ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ACN / Accenture plc
CTO / CTO Realty Growth, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
EVLV / Evolv Technologies Holdings, Inc.
LECO / Lincoln Electric Holdings, Inc.
LNKB / LINKBANCORP, Inc.
DTH / WisdomTree Trust - WisdomTree International High Dividend Fund
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
OPCH / Option Care Health, Inc.
DHI / D.R. Horton, Inc.
APO / Apollo Global Management, Inc.
SLRC / SLR Investment Corp.
CAVA / CAVA Group, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DCI / Donaldson Company, Inc.
CDNS / Cadence Design Systems, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
INTU / Intuit Inc.
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
FDX / FedEx Corporation
CDW / CDW Corporation
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
GMED / Globus Medical, Inc.
CHD / Church & Dwight Co., Inc.
MMC / Marsh & McLennan Companies, Inc.
ESS / Essex Property Trust, Inc.
CFG / Citizens Financial Group, Inc.
LLY / Eli Lilly and Company
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
SPGI / S&P Global Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
AMD / Advanced Micro Devices, Inc.
US405024AB67 / Haemonetics Corp
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
XOP / SPDR Series Trust - State Street SPDR S&P Oil & Gas Exploration & Production ETF
SPOT / Spotify Technology S.A.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
BRK.A / Berkshire Hathaway Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PMBS / PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
VZ / Verizon Communications Inc.
NVDA / NVIDIA Corporation
SRE / Sempra
KEYS / Keysight Technologies, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
CPK / Chesapeake Utilities Corporation
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
SHEL / Shell plc - Depositary Receipt (Common Stock)
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
GS / The Goldman Sachs Group, Inc.
JOBY / Joby Aviation, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
CHH / Choice Hotels International, Inc.
O / Realty Income Corporation
PM / Philip Morris International Inc.
JLL / Jones Lang LaSalle Incorporated
CAT / Caterpillar Inc.
FNB / F.N.B. Corporation
XOM / Exxon Mobil Corporation
AVGO / Broadcom Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
DASH / DoorDash, Inc.
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
BYRN / Byrna Technologies Inc.
LOW / Lowe's Companies, Inc.
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
FFAI / Faraday Future Intelligent Electric Inc.
LNT / Alliant Energy Corporation
ADBE / Adobe Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
RMTI / Rockwell Medical, Inc.
CART / Maplebear Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
COIN / Coinbase Global, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
US09257WAE03 / Blackstone Mortgage Trust Inc
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
DKS / DICK'S Sporting Goods, Inc.
RPM / RPM International Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
MU / Micron Technology, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
AJG / Arthur J. Gallagher & Co.
HD / The Home Depot, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
AMT / American Tower Corporation
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
MDT / Medtronic plc
TFX / Teleflex Incorporated
MSTR / Strategy Inc
SSP / The E.W. Scripps Company
MCD / McDonald's Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
FTNT / Fortinet, Inc.
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
RDDT / Reddit, Inc.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
BMY / Bristol-Myers Squibb Company
DE / Deere & Company
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
US83304AAF30 / CONVERTIBLE ZERO
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
LIN / Linde plc
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CTAS / Cintas Corporation
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
PNC / The PNC Financial Services Group, Inc.
DIS / The Walt Disney Company
ISHG / iShares Trust - iShares 1-3 Year International Treasury Bond ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
CBRE / CBRE Group, Inc.
CLS / Celestica Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
AFL / Aflac Incorporated
GOOGL / Alphabet Inc.
LUV / Southwest Airlines Co.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
ETN / Eaton Corporation plc
UBSI / United Bankshares, Inc.
MIN / MFS Intermediate Income Trust
ROP / Roper Technologies, Inc.
JPM / JPMorgan Chase & Co.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
PTY / PIMCO Corporate & Income Opportunity Fund
GOOG / Alphabet Inc.
GTEH / GenTech Holdings, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
TXN / Texas Instruments Incorporated
TMUS / T-Mobile US, Inc.
ECL / Ecolab Inc.
HRI / Herc Holdings Inc.
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
NSC / Norfolk Southern Corporation
AGNC / AGNC Investment Corp.
DHR / Danaher Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
DHF / BNY Mellon High Yield Strategies Fund
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
CMC / Commercial Metals Company
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
WBD / Warner Bros. Discovery, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
LHX / L3Harris Technologies, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
TTWO / Take-Two Interactive Software, Inc.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
TSLA / Tesla, Inc.
OGE / OGE Energy Corp.
EVM / Eaton Vance California Municipal Bond Fund
IDU / iShares Trust - iShares U.S. Utilities ETF
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF
RIG / Transocean Ltd.
VUG / Vanguard Index Funds - Vanguard Growth ETF
T / AT&T Inc.
USFD / US Foods Holding Corp.
KD / Kyndryl Holdings, Inc.
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
ETHE / Grayscale Ethereum Staking ETF
EMR / Emerson Electric Co.
CMG / Chipotle Mexican Grill, Inc.
POOL / Pool Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
NDMO / Nuveen Dynamic Municipal Opportunities Fund
CSL / Carlisle Companies Incorporated
PLD / Prologis, Inc.
VIST / Vista Energy, S.A.B. de C.V. - Depositary Receipt (Common Stock)
TJX / The TJX Companies, Inc.
VST / Vistra Corp.
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
ADP / Automatic Data Processing, Inc.
KMI / Kinder Morgan, Inc.
GPC / Genuine Parts Company
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
ADI / Analog Devices, Inc.
NTRS / Northern Trust Corporation
CARR / Carrier Global Corporation
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
JBL / Jabil Inc.
CCL / Carnival Corporation Ltd.
WDAY / Workday, Inc.
F / Ford Motor Company
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
UBER / Uber Technologies, Inc.
XSD / SPDR Series Trust - State Street SPDR S&P Semiconductor ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
PGR / The Progressive Corporation
DGX / Quest Diagnostics Incorporated
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
DTM / DT Midstream, Inc.
MS / Morgan Stanley
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
JCI / Johnson Controls International plc
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
CNP / CenterPoint Energy, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
FANG / Diamondback Energy, Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
DX / Dynex Capital, Inc.
OKE / ONEOK, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
GALT / Galectin Therapeutics Inc.
SW / Smurfit Westrock Plc
DLTR / Dollar Tree, Inc.
TPL / Texas Pacific Land Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
INGR / Ingredion Incorporated
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
LFMD / LifeMD, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
EFSI / Eagle Financial Services, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
PH / Parker-Hannifin Corporation
SHOP / Shopify Inc.
SLB / SLB N.V.
GWX / SPDR Index Shares Funds - State Street SPDR S&P International Small Cap ETF
LPX / Louisiana-Pacific Corporation
BDX / Becton, Dickinson and Company
KBE / SPDR Series Trust - State Street SPDR S&P Bank ETF
XAIR / Beyond Air, Inc.
FDRV / Fidelity Covington Trust - Fidelity Electric Vehicles and Future Transportation ETF
HES / Hess Corporation
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
Chestnut Str Exchang Fd Sh Partnership N / (166668103)
DFS / Discover Financial Services
UFOX / ETF Series Solutions - Defiance AI & Connective Tech ETF
STEM / Stem, Inc.
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
IIM / Invesco Value Municipal Income Trust
PET / Wag! Group Co.
NMZ / Nuveen Municipal High Income Opportunity Fund
LBRDK / Liberty Broadband Corporation
THTX / Theratechnologies Inc.
MAV / Pioneer Municipal High Income Advantage Fund, Inc.
ANSS / ANSYS, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
JNJ / Johnson & Johnson
WMB / The Williams Companies, Inc.
LH / Labcorp Holdings Inc.
DOW / Dow Inc.
FLL / Full House Resorts, Inc.
STX / Seagate Technology Holdings plc
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
URI / United Rentals, Inc.
MET / MetLife, Inc.
MSCI / MSCI Inc.
COST / Costco Wholesale Corporation
AXP / American Express Company
CPRT / Copart, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
BSX / Boston Scientific Corporation
CTSH / Cognizant Technology Solutions Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
COF / Capital One Financial Corporation
CALM / Cal-Maine Foods, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
UYLD / Angel Oak Funds Trust - Angel Oak UltraShort Income ETF
VSTS / Vestis Corporation
MA / Mastercard Incorporated
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SYK / Stryker Corporation
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
ADC / Agree Realty Corporation
PWR / Quanta Services, Inc.
DOV / Dover Corporation
AMLP / ALPS ETF Trust - Alerian MLP ETF
ORLY / O'Reilly Automotive, Inc.
CWEN / Clearway Energy, Inc.
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
MTB / M&T Bank Corporation
HSIC / Henry Schein, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
YUM / Yum! Brands, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
GD / General Dynamics Corporation
DOCU / DocuSign, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
TT / Trane Technologies plc
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
EL / The Estée Lauder Companies Inc.
BX / Blackstone Inc.
JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF
EW / Edwards Lifesciences Corporation
BXSL / Blackstone Secured Lending Fund
IT / Gartner, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
ICUI / ICU Medical, Inc.
OSCR / Oscar Health, Inc.
FEMY / Femasys Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
IYJ / iShares Trust - iShares U.S. Industrials ETF
IWB / iShares Trust - iShares Russell 1000 ETF
KO / The Coca-Cola Company
SOLV / Solventum Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IYE / iShares Trust - iShares U.S. Energy ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
STE / STERIS plc
CION / CION Investment Corporation
IEUR / iShares Trust - iShares Core MSCI Europe ETF
MFC / Manulife Financial Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
MSFT / Microsoft Corporation
WEC / WEC Energy Group, Inc.
FICO / Fair Isaac Corporation
AIRJ / AirJoule Technologies Corporation
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
ORCL / Oracle Corporation
ES / Eversource Energy
EUAD / Spinnaker ETF Series - Select STOXX Europe Aerospace & Defense ETF
SG / Sweetgreen, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
SNOW / Snowflake Inc.
ANVS / Annovis Bio, Inc.
BKLC / BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
SPG / Simon Property Group, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VTEC / Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
ABBV / AbbVie Inc.
VKQ / Invesco Municipal Trust
AZO / AutoZone, Inc.
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
BFIN / BankFinancial Corporation
WFC / Wells Fargo & Company
MGEE / MGE Energy, Inc.
NFG / National Fuel Gas Company
LDOS / Leidos Holdings, Inc.
GAME / GameSquare Holdings, Inc.
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
INTF / iShares Trust - iShares International Equity Factor ETF
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
IWV / iShares Trust - iShares Russell 3000 ETF
FAST / Fastenal Company
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
IP / International Paper Company
US35953DAB01 / fuboTV Inc
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
MMS / Maximus, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
SO / The Southern Company
MMM / 3M Company
EXC / Exelon Corporation
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
CLOZ / Series Portfolios Trust - Eldridge BBB-B CLO ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
VSEC / VSE Corporation
BLDR / Builders FirstSource, Inc.
UPS / United Parcel Service, Inc.
ABT / Abbott Laboratories
MO / Altria Group, Inc.
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
CEV / Eaton Vance California Municipal Income Trust
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
CAH / Cardinal Health, Inc.
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
MNST / Monster Beverage Corporation
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
ATRO / Astronics Corporation
BHRB / Burke & Herbert Financial Services Corp.
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
CVX / Chevron Corporation
CME / CME Group Inc.
NTAP / NetApp, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
V / Visa Inc.
NAD / Nuveen Quality Municipal Income Fund
BDJ / BlackRock Enhanced Equity Dividend Trust
HON / Honeywell International Inc.
MUSA / Murphy USA Inc.
HSDT / Solana Company
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
TLRY / Tilray Brands, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
EWJ / iShares, Inc. - iShares MSCI Japan ETF
DKNG / DraftKings Inc.
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
FCX / Freeport-McMoRan Inc.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
NBOS / Neuberger Berman ETF Trust - Neuberger Option Strategy ETF
US25402DAB82 / CONVERTIBLE ZERO
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
ZONE / CleanCore Solutions, Inc.
GLD / SPDR Gold Shares
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
IR / Ingersoll Rand Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
CSX / CSX Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
MKC.V / McCormick & Company, Incorporated
WTRG / Essential Utilities, Inc.
AOS / A. O. Smith Corporation
NUV / Nuveen Municipal Value Fund, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
AOHY / Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF
VLO / Valero Energy Corporation
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
MTRN / Materion Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ECOR / electroCore, Inc.
BAM / Brookfield Asset Management Ltd.
MSIF / MSC Income Fund, Inc.
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
CPRX / Catalyst Pharmaceuticals, Inc.
JPC / Nuveen Preferred & Income Opportunities Fund
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
ATO / Atmos Energy Corporation
REET / iShares Trust - iShares Global REIT ETF
CMI / Cummins Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
SON / Sonoco Products Company
Z / Zillow Group, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
KVYO / Klaviyo, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
QLD / ProShares Trust - ProShares Ultra QQQ
MPC / Marathon Petroleum Corporation
CVLC / Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
MRK / Merck & Co., Inc.
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
IWM / iShares Trust - iShares Russell 2000 ETF
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Bloomberg Enhanced Fallen Angels ETF
US70932AAF03 / PENNYMAC CORP
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
RRX / Regal Rexnord Corporation
UBS / UBS Group AG
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
EXFY / Expensify, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
ED / Consolidated Edison, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
SIRI / Sirius XM Holdings Inc.
DHY / Credit Suisse High Yield Credit Fund
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
ZIMV / ZimVie Inc.
KMX / CarMax, Inc.
MFIC / MidCap Financial Investment Corporation
HIMS / Hims & Hers Health, Inc.
ENX / Eaton Vance New York Municipal Bond Fund
RUN / Sunrun Inc.
CZR / Caesars Entertainment, Inc.
LOAR / Loar Holdings Inc.
EGHT / 8x8, Inc.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
SMCI / Super Micro Computer, Inc.
SAIC / Science Applications International Corporation
AMDL / GraniteShares ETF Trust - GraniteShares 2x Long AMD Daily ETF
UTES / ETFis Series Trust I - Virtus Reaves Utilities ETF
IPG / The Interpublic Group of Companies, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
EPAC / Enerpac Tool Group Corp.
ROL / Rollins, Inc.
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
STEW / SRH Total Return Fund, Inc.
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
ARES / Ares Management Corporation
SUU N / Suncor Energy Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
TDG / TransDigm Group Incorporated
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
INDA / iShares Trust - iShares MSCI India ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
US70509VAA89 / Pebblebrook Hotel Trust
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
MLCO / Melco Resorts & Entertainment Limited - Depositary Receipt (Common Stock)
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
IQDF / FlexShares Trust - FlexShares International Quality Dividend Index Fund
CVIE / Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
XEL / Xcel Energy Inc.
EZBC / Franklin Templeton Digital Holdings Trust - Franklin Bitcoin ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
FI / Fiserv, Inc.
ENB / Enbridge Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
GDXD / MicroSectors Gold Miners -3X Inverse Leveraged ETNs due June 29, 2040
CEG / Constellation Energy Corporation
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
MAR / Marriott International, Inc.
EME / EMCOR Group, Inc.
MTZ / MasTec, Inc.
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
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
FWONA / Formula One Group
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
EXEL / Exelixis, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
PEP / PepsiCo, Inc.
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
AMGN / Amgen Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
DUK / Duke Energy Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
MSI / Motorola Solutions, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
PYPL / PayPal Holdings, Inc.
USB / U.S. Bancorp
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CB / Chubb Limited
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
COP / ConocoPhillips
IDXX / IDEXX Laboratories, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
RL / Ralph Lauren Corporation
AEE / Ameren Corporation
UI / Ubiquiti Inc.
PFE / Pfizer Inc.
IDA / IDACORP, Inc.
META / Meta Platforms, Inc.
MRVL / Marvell Technology, Inc.
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
CCO / Cameco Corporation
AXON / Axon Enterprise, Inc.
BAC / Bank of America Corporation
ETR / Entergy Corporation
AMZN / Amazon.com, Inc.
ACGL / Arch Capital Group Ltd.
NOC / Northrop Grumman Corporation
CL / Colgate-Palmolive Company
NFLX / Netflix, Inc.
NEM / Newmont Corporation
RXRX / Recursion Pharmaceuticals, Inc.
TRV / The Travelers Companies, Inc.
FIS / Fidelity National Information Services, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
PLTR / Palantir Technologies Inc.
BKNG / Booking Holdings Inc.
ADSK / Autodesk, Inc.
WM / Waste Management, Inc.
GILD / Gilead Sciences, Inc.
NKE / NIKE, Inc.
BLK / BlackRock, Inc.
LRCX / Lam Research Corporation
IBM / International Business Machines Corporation
PEG / Public Service Enterprise Group Incorporated
NOW / ServiceNow, Inc.
SNPS / Synopsys, Inc.
NEE / NextEra Energy, Inc.
ALL / The Allstate Corporation
RTX / RTX Corporation
WMT / Walmart Inc.
BRK.B / Berkshire Hathaway Inc.
AON / Aon plc
MKC / McCormick & Company, Incorporated
MCK / McKesson Corporation
HWM / Howmet Aerospace Inc.
SBUX / Starbucks Corporation
INTC / Intel Corporation
MTD / Mettler-Toledo International Inc.
HOOD / Robinhood Markets, Inc.
MDLZ / Mondelez International, Inc.
OTIS / Otis Worldwide Corporation
EXPE / Expedia Group, Inc.
QQQ / Invesco QQQ Trust, Series 1
COR / Cencora, Inc.
PSA / Public Storage
BK / The Bank of New York Mellon Corporation
SCHW / The Charles Schwab Corporation
NLY / Annaly Capital Management, Inc.
RCL / Royal Caribbean Cruises Ltd.
SYY / Sysco Corporation
TFC / Truist Financial Corporation
UNH / UnitedHealth Group Incorporated
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
AWK / American Water Works Company, Inc.
UNP / Union Pacific Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
ISRG / Intuitive Surgical, Inc.
OXY / Occidental Petroleum Corporation
MKL / Markel Group Inc.
ITW / Illinois Tool Works Inc.
PSX / Phillips 66
HPQ / HP Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
CTVA / Corteva, Inc.
CVS / CVS Health Corporation
SJM / The J. M. Smucker Company
ROK / Rockwell Automation, Inc.
GIS / General Mills, Inc.
RS / Reliance, Inc.
MEC / Mayville Engineering Company, Inc.
TROW / T. Rowe Price Group, Inc.
AMP / Ameriprise Financial, Inc.
KMB / Kimberly-Clark Corporation
RJF / Raymond James Financial, Inc.
WPC / W. P. Carey Inc.
GWW / W.W. Grainger, Inc.
WY / Weyerhaeuser Company
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
AEP / American Electric Power Company, Inc.
HIG / The Hartford Insurance Group, Inc.
ANET / Arista Networks, Inc.
VMC / Vulcan Materials Company
ELV / Elevance Health, Inc.
L / Loews Corporation
TQQQ / ProShares Trust - ProShares UltraPro QQQ
BR / Broadridge Financial Solutions, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ICE / Intercontinental Exchange, Inc.
AME / AMETEK, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
SHLD / Global X Funds - Global X Defense Tech ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
ABNB / Airbnb, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
APD / Air Products and Chemicals, Inc.
LAMR / Lamar Advertising Company
TEL / TE Connectivity plc
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
TMO / Thermo Fisher Scientific Inc.
WELL / Welltower Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
MTG / MGIC Investment Corporation
AVY / Avery Dennison Corporation
EVRG / Evergy, Inc.
HRL / Hormel Foods Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
UNM / Unum Group
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
BRO / Brown & Brown, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
HUBS / HubSpot, Inc.