Market Value2,200,192,284
Total Holdings834
File Date2025-01-10
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)
BTC / Grayscale Bitcoin Mini Trust
FLR / Fluor Corporation
WAT / Waters Corporation
UPST / Upstart Holdings, Inc.
CE / Celanese Corporation
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
WDFC / WD-40 Company
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
BIPC / Brookfield Infrastructure Corporation
J / Jacobs Solutions Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
AER / AerCap Holdings N.V.
JFR / Nuveen Floating Rate Income Fund
NYT / The New York Times Company
ICF / iShares Trust - iShares Select U.S. REIT ETF
LECO / Lincoln Electric Holdings, Inc.
NGVT / Ingevity Corporation
XIFR / XPLR Infrastructure, LP - Limited Partnership
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
BLUE / bluebird bio, Inc.
MOH / Molina Healthcare, Inc.
AMTM / Amentum Holdings, Inc.
TTD / The Trade Desk, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
LDOS / Leidos Holdings, Inc.
JBLU / JetBlue Airways Corporation
FIS / Fidelity National Information Services, Inc.
NWN / Northwest Natural Holding Company
LCTX / Lineage Cell Therapeutics, Inc.
PARA / Paramount Global
HSDT / Solana Company
XAIX / DBX ETF Trust - Xtrackers Artificial Intelligence and Big Data ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
CWT / California Water Service Group
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SCCO / Southern Copper Corporation
HLT / Hilton Worldwide Holdings Inc.
TER / Teradyne, Inc.
BRKR / Bruker Corporation
CC / The Chemours Company
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
SW / Smurfit Westrock Plc
KODK / Eastman Kodak Company
CL / Colgate-Palmolive Company
DINO / HF Sinclair Corporation
BLUE / bluebird bio, Inc.
CPB / The Campbell's Company
BRO / Brown & Brown, Inc.
AVGO / Broadcom Inc.
GFS / GLOBALFOUNDRIES Inc.
WBA / Walgreens Boots Alliance, Inc.
LUMN / Lumen Technologies, Inc.
ACCO / ACCO Brands Corporation
HASI / HA Sustainable Infrastructure Capital, Inc.
ULTA / Ulta Beauty, Inc.
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
LULU / lululemon athletica inc.
HAS / Hasbro, Inc.
MS / Morgan Stanley
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
BMO / Bank of Montreal
PLUG / Plug Power Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
DELL / Dell Technologies Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
QSR / Restaurant Brands International Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CGUI / Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF
RGLD / Royal Gold, Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
IBIT / iShares Bitcoin Trust ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
URI / United Rentals, Inc.
TOST / Toast, Inc.
ILMN / Illumina, Inc.
CGBL / Capital Group Core Balanced ETF
GNR / SPDR Index Shares Funds - State Street SPDR S&P Global Natural Resources ETF
CVY / Invesco Exchange-Traded Fund Trust - Invesco Zacks Multi-Asset Income ETF
TG / Tredegar Corporation
DKNG / DraftKings Inc.
EQR / Equity Residential
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SPXX / Nuveen S&P 500 Dynamic Overwrite Fund
VREX / Varex Imaging Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
LAC / Lithium Americas Corp.
PBA / Pembina Pipeline Corporation
VPU / Vanguard World Fund - Vanguard Utilities ETF
MPC / Marathon Petroleum Corporation
W / Wayfair Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
PAYX / Paychex, Inc.
CGGO / Capital Group Global Growth Equity ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
CRWD / CrowdStrike Holdings, Inc.
SBRA / Sabra Health Care REIT, Inc.
PYPL / PayPal Holdings, Inc.
ET / Energy Transfer LP - Limited Partnership
GOOG / Alphabet Inc.
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
MUA / BlackRock MuniAssets Fund, Inc.
TD / The Toronto-Dominion Bank
SSNC / SS&C Technologies Holdings, Inc.
BX / Blackstone Inc.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
WEN / The Wendy's Company
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
JCI / Johnson Controls International plc
PDI / PIMCO Dynamic Income Fund
MO / Altria Group, Inc.
INTC / Intel Corporation
BSTZ / BlackRock Science and Technology Term Trust
SOUN / SoundHound AI, Inc.
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
GE / General Electric Company
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
USO / United States Oil Fund, LP - Limited Partnership
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
IR / Ingersoll Rand Inc.
CGXU / Capital Group International Focus Equity ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
TTNP / Titan Pharmaceuticals, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ENB / Enbridge Inc.
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
UPS / United Parcel Service, Inc.
CHWY / Chewy, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
GTX / Garrett Motion Inc.
ARTY / iShares Trust - iShares Future AI & Tech ETF
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
WBD / Warner Bros. Discovery, Inc.
SPUU / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 2X ETF
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
ICE / Intercontinental Exchange, Inc.
TIPX / SPDR Series Trust - State Street SPDR Bloomberg 1-10 Year TIPS ETF
JNJ / Johnson & Johnson
VYX / NCR Voyix Corporation
TDC / Teradata Corporation
MCHP / Microchip Technology Incorporated
OABI / OmniAb, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
AVNS / Avanos Medical, Inc.
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
NEU / NewMarket Corporation
CHTR / Charter Communications, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
DOV / Dover Corporation
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
AEP / American Electric Power Company, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
OC / Owens Corning
MLPA / Global X Funds - Global X MLP ETF
AOUT / American Outdoor Brands, Inc.
AOS / A. O. Smith Corporation
MELI / MercadoLibre, Inc.
FTV / Fortive Corporation
RSG / Republic Services, Inc.
TGT / Target Corporation
MSTR / Strategy Inc
IOO / iShares Trust - iShares Global 100 ETF
REET / iShares Trust - iShares Global REIT ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
CZNC / Citizens & Northern Corporation
BITO / ProShares Trust - ProShares Bitcoin ETF
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
VAC / Marriott Vacations Worldwide Corporation
HST / Host Hotels & Resorts, Inc.
XFLT / XAI Octagon Floating Rate & Alternative Income Trust
JCE / Nuveen Core Equity Alpha Fund
AMZN / Amazon.com, Inc.
HTD / John Hancock Tax-Advantaged Dividend Income Fund
AEM / Agnico Eagle Mines Limited
PSX / Phillips 66
BBT / Beacon Financial Corporation
O / Realty Income Corporation
KKR / KKR & Co. Inc.
NEM / Newmont Corporation
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
TDY / Teledyne Technologies Incorporated
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
CGUS / Capital Group Core Equity ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ON / ON Semiconductor Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
WPC / W. P. Carey Inc.
PPT / Putnam Premier Income Trust
HUBB / Hubbell Incorporated
CGDV / Capital Group Dividend Value ETF
CMF / iShares Trust - iShares California Muni Bond ETF
KMX / CarMax, Inc.
UGI / UGI Corporation
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
IWB / iShares Trust - iShares Russell 1000 ETF
CXT / Crane NXT, Co.
SHLD / Global X Funds - Global X Defense Tech ETF
PBI / Pitney Bowes Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
CMBS / iShares Trust - iShares CMBS ETF
AI / C3.ai, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SPBO / SPDR Series Trust - State Street SPDR Portfolio Corporate Bond ETF
CMI / Cummins Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
WNEB / Western New England Bancorp, Inc.
COIN / Coinbase Global, Inc.
MVF / BlackRock MuniVest Fund, Inc.
MFC / Manulife Financial Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
SLF / Sun Life Financial Inc.
SPMB / SPDR Series Trust - State Street SPDR Portfolio Mortgage Backed Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ILCV / iShares Trust - iShares Morningstar Value ETF
EVLV / Evolv Technologies Holdings, Inc.
SNPS / Synopsys, Inc.
UNP / Union Pacific Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
APTV / Aptiv PLC
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
GEHC / GE HealthCare Technologies Inc.
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
FICO / Fair Isaac Corporation
CNI / Canadian National Railway Company
IWX / iShares Trust - iShares Russell Top 200 Value ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BRK.B / Berkshire Hathaway Inc.
EME / EMCOR Group, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
FND / Floor & Decor Holdings, Inc.
FMC / FMC Corporation
HIG / The Hartford Insurance Group, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
MSEX / Middlesex Water Company
RYAM / Rayonier Advanced Materials Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
MAR / Marriott International, Inc.
SPGI / S&P Global Inc.
SILA / Sila Realty Trust, Inc.
STLA / Stellantis N.V.
AMT / American Tower Corporation
DNP / DNP Select Income Fund Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
AGZ / iShares Trust - iShares Agency Bond ETF
CODA / Coda Octopus Group, Inc.
BLK / BlackRock, Inc.
CB / Chubb Limited
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MCI / Barings Corporate Investors
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
CAF / Morgan Stanley China A Share Fund, Inc.
EOG / EOG Resources, Inc.
APTV / Aptiv PLC
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
FVRR / Fiverr International Ltd.
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
MAS / Masco Corporation
CR / Crane Company
GIM / Templeton Global Income Fund
IGM / iShares Trust - iShares Expanded Tech Sector ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
CLSK / CleanSpark, Inc.
FISV / Fiserv, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
AIO / Virtus Artificial Intelligence & Technology Opportunities Fund
LH / Labcorp Holdings Inc.
FDX / FedEx Corporation
DTM / DT Midstream, Inc.
LUNR / Intuitive Machines, Inc.
FLO / Flowers Foods, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
HXL / Hexcel Corporation
CP / Canadian Pacific Kansas City Limited
DOUG / Douglas Elliman Inc.
VLTO / Veralto Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
META / Meta Platforms, Inc.
AMD / Advanced Micro Devices, Inc.
CASY / Casey's General Stores, Inc.
PEP / PepsiCo, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
CBU / Community Financial System, Inc.
IYY / iShares Trust - iShares Dow Jones U.S. ETF
BCE / BCE Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
AMCR / Amcor plc
CGCV / Capital Group Conservative Equity ETF
VVX / V2X, Inc.
DLY / DoubleLine Yield Opportunities Fund
ALB / Albemarle Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
BILS / SPDR Series Trust - State Street SPDR Bloomberg 3-12 Month T-Bill ETF
DSL / DoubleLine Income Solutions Fund
DIOD / Diodes Incorporated
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
WMT / Walmart Inc.
EFIV / SPDR Series Trust - State Street SPDR S&P 500 ESG ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
PLD / Prologis, Inc.
NMT / Nuveen Massachusetts Quality Municipal Income Fund
ADP / Automatic Data Processing, Inc.
NATL / NCR Atleos Corporation
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
GBTC / Grayscale Bitcoin Trust (BTC)
ATMU / Atmus Filtration Technologies Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
MPW / Medical Properties Trust, Inc.
2U3 / Alcon Inc.
ANET / Arista Networks, Inc.
SRE / Sempra
PAAS / Pan American Silver Corp.
COST / Costco Wholesale Corporation
NXT / Nextpower Inc.
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
CTAS / Cintas Corporation
BNL / Broadstone Net Lease, Inc.
SBAC / SBA Communications Corporation
IDU / iShares Trust - iShares U.S. Utilities ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
ADSK / Autodesk, Inc.
MODG / Topgolf Callaway Brands Corp.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
DIS / The Walt Disney Company
GS / The Goldman Sachs Group, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
PANW / Palo Alto Networks, Inc.
PG / The Procter & Gamble Company
FLOT / iShares Trust - iShares Floating Rate Bond ETF
CNDT / Conduent Incorporated
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
UBER / Uber Technologies, Inc.
CMCSA / Comcast Corporation
NVDA / NVIDIA Corporation
FTGS / First Trust Exchange-Traded Fund - First Trust Growth Strength ETF
CIM / Chimera Investment Corporation
VMI / Valmont Industries, Inc.
VGR / Vector Group Ltd.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
SSL / Sandstorm Gold Ltd.
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
PATH / UiPath, Inc.
XYZ / Block, Inc.
KMB / Kimberly-Clark Corporation
ALGN / Align Technology, Inc.
CTSH / Cognizant Technology Solutions Corporation
GOVI / Invesco Exchange-Traded Fund Trust II - Invesco Equal Weight 0-30 Year Treasury ETF
GILD / Gilead Sciences, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
LAD / Lithia Motors, Inc.
MRO / Marathon Oil Corporation
JPM / JPMorgan Chase & Co.
DRI / Darden Restaurants, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
SAP / SAP SE - Depositary Receipt (Common Stock)
HNDL / Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF
CRH / CRH plc
RTX / RTX Corporation
ZIMV / ZimVie Inc.
KEYS / Keysight Technologies, Inc.
ATR / AptarGroup, Inc.
DUK / Duke Energy Corporation
AAPL / Apple Inc.
KMI / Kinder Morgan, Inc.
CVS / CVS Health Corporation
ADBE / Adobe Inc.
ORCL / Oracle Corporation
GOOGL / Alphabet Inc.
APH / Amphenol Corporation
PNC / The PNC Financial Services Group, Inc.
DGX / Quest Diagnostics Incorporated
CAT / Caterpillar Inc.
GEV / GE Vernova Inc.
BAC / Bank of America Corporation
SYY / Sysco Corporation
MA / Mastercard Incorporated
QCOM / QUALCOMM Incorporated
MCD / McDonald's Corporation
AMAT / Applied Materials, Inc.
SMB / VanEck ETF Trust - VanEck Short Muni ETF
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
GLD / SPDR Gold Shares
ALLE / Allegion plc
BKNG / Booking Holdings Inc.
ISRG / Intuitive Surgical, Inc.
WFC / Wells Fargo & Company
CTVA / Corteva, Inc.
UNH / UnitedHealth Group Incorporated
MDLZ / Mondelez International, Inc.
SWKS / Skyworks Solutions, Inc.
LLY / Eli Lilly and Company
GD / General Dynamics Corporation
MMM / 3M Company
CSX / CSX Corporation
ETN / Eaton Corporation plc
MPWR / Monolithic Power Systems, Inc.
AJG / Arthur J. Gallagher & Co.
EA / Electronic Arts Inc.
TXG / 10x Genomics, Inc.
BSX / Boston Scientific Corporation
GT / The Goodyear Tire & Rubber Company
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
BWXT / BWX Technologies, Inc.
IAU / iShares Gold Trust
GGG / Graco Inc.
FANG / Diamondback Energy, Inc.
MKL / Markel Group Inc.
QQQ / Invesco QQQ Trust, Series 1
ED / Consolidated Edison, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
WRB / W. R. Berkley Corporation
A / Agilent Technologies, Inc.
INTU / Intuit Inc.
CDNS / Cadence Design Systems, Inc.
KHC / The Kraft Heinz Company
HPQ / HP Inc.
IQV / IQVIA Holdings Inc.
ABBV / AbbVie Inc.
EXC / Exelon Corporation
AMP / Ameriprise Financial, Inc.
TJX / The TJX Companies, Inc.
AXP / American Express Company
MKC / McCormick & Company, Incorporated
IBM / International Business Machines Corporation
SBUX / Starbucks Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
EMBC / Embecta Corp.
ETR / Entergy Corporation
TMUS / T-Mobile US, Inc.
CIEN / Ciena Corporation
FLEX / Flex Ltd.
SWBI / Smith & Wesson Brands, Inc.
ITW / Illinois Tool Works Inc.
GLW / Corning Incorporated
CBOE / Cboe Global Markets, Inc.
ALL / The Allstate Corporation
MCO / Moody's Corporation
D / Dominion Energy, Inc.
CAG / Conagra Brands, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
DVN / Devon Energy Corporation
USB / U.S. Bancorp
CME / CME Group Inc.
DG / Dollar General Corporation
CLX / The Clorox Company
ADI / Analog Devices, Inc.
TMO / Thermo Fisher Scientific Inc.
PNR / Pentair plc
LCID / Lucid Group, Inc.
DXCM / DexCom, Inc.
TTEK / Tetra Tech, Inc.
MTB / M&T Bank Corporation
TROW / T. Rowe Price Group, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
TSCO / Tractor Supply Company
APA / APA Corporation
CMS / CMS Energy Corporation
QRVO / Qorvo, Inc.
LII / Lennox International Inc.
CEG / Constellation Energy Corporation
OGN / Organon & Co.
BR / Broadridge Financial Solutions, Inc.
SLB / SLB N.V.
ROK / Rockwell Automation, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
LAMR / Lamar Advertising Company
CARR / Carrier Global Corporation
OEF / iShares Trust - iShares S&P 100 ETF
TEL / TE Connectivity plc
ZTS / Zoetis Inc.
VRTX / Vertex Pharmaceuticals Incorporated
YUMC / Yum China Holdings, Inc.
UDR / UDR, Inc.
IDXX / IDEXX Laboratories, Inc.
ARCC / Ares Capital Corporation
SOLV / Solventum Corporation
LOW / Lowe's Companies, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
MCK / McKesson Corporation
BRK.A / Berkshire Hathaway Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
KD / Kyndryl Holdings, Inc.
PNW / Pinnacle West Capital Corporation
AWK / American Water Works Company, Inc.
RMD / ResMed Inc.
APD / Air Products and Chemicals, Inc.
DECK / Deckers Outdoor Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
RYN / Rayonier Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
TRV / The Travelers Companies, Inc.
DTE / DTE Energy Company
NIO / NIO Inc. - Depositary Receipt (Common Stock)
OIH / VanEck ETF Trust - VanEck Oil Services ETF
SEE / Sealed Air Corporation
HSY / The Hershey Company
STX / Seagate Technology Holdings plc
K / Kellanova
SSP / The E.W. Scripps Company
CCK / Crown Holdings, Inc.
VNT / Vontier Corporation
CWST / Casella Waste Systems, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PFG / Principal Financial Group, Inc.
RPM / RPM International Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
FAST / Fastenal Company
VUG / Vanguard Index Funds - Vanguard Growth ETF
AMGN / Amgen Inc.
BDX / Becton, Dickinson and Company
BCC / Boise Cascade Company
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
SPXC / SPX Technologies, Inc.
ELV / Elevance Health, Inc.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
BIO / Bio-Rad Laboratories, Inc.
0NHS / Nutrien Ltd.
ACWI / iShares Trust - iShares MSCI ACWI ETF
WY / Weyerhaeuser Company
UIS / Unisys Corporation
HZO / MarineMax, Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
CHD / Church & Dwight Co., Inc.
WSO / Watsco, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
LNT / Alliant Energy Corporation
ITB / iShares Trust - iShares U.S. Home Construction ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
MRSH / Marsh & McLennan Companies, Inc.
PPH / VanEck ETF Trust - VanEck Pharmaceutical ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
ODFL / Old Dominion Freight Line, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
LGND / Ligand Pharmaceuticals Incorporated
NPO / Enpro Inc.
TPVG / TriplePoint Venture Growth BDC Corp.
MPV / Barings Participation Investors
SJM / The J. M. Smucker Company
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
LMT / Lockheed Martin Corporation
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
SON / Sonoco Products Company
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
DOCU / DocuSign, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
XYL / Xylem Inc.
ALTM / Arcadium Lithium plc
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SPHY / SPDR Series Trust - State Street SPDR Portfolio High Yield Bond ETF
PEG / Public Service Enterprise Group Incorporated
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
PHM / PulteGroup, Inc.
FRCB / First Republic Bank
JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
KO / The Coca-Cola Company
BMY / Bristol-Myers Squibb Company
YUM / Yum! Brands, Inc.
MSFT / Microsoft Corporation
MRVL / Marvell Technology, Inc.
DE / Deere & Company
TE / T1 Energy Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
HD / The Home Depot, Inc.
F / Ford Motor Company
GL / Globe Life Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
GIS / General Mills, Inc.
COP / ConocoPhillips
INDB / Independent Bank Corp.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
AON / Aon plc
DDD / 3D Systems Corporation
NI / NiSource Inc.
BK / The Bank of New York Mellon Corporation
SYK / Stryker Corporation
HAL / Halliburton Company
CSCO / Cisco Systems, Inc.
BIPC / Brookfield Infrastructure Corporation
NKE / NIKE, Inc.
VZ / Verizon Communications Inc.
TPR / Tapestry, Inc.
CCL / Carnival Corporation Ltd.
C / Citigroup Inc.
PM / Philip Morris International Inc.
ES / Eversource Energy
ATO / Atmos Energy Corporation
SRPT / Sarepta Therapeutics, Inc.
ACN / Accenture plc
SO / The Southern Company
TXT / Textron Inc.
V / Visa Inc.
SAM / The Boston Beer Company, Inc.
WMB / The Williams Companies, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CVX / Chevron Corporation
AEE / Ameren Corporation
SNOW / Snowflake Inc.
TRNO / Terreno Realty Corporation
CI / The Cigna Group
COKE / Coca-Cola Consolidated, Inc.
STT / State Street Corporation
EBAY / eBay Inc.
ROST / Ross Stores, Inc.
SHOP / Shopify Inc.
XEL / Xcel Energy Inc.
OXY / Occidental Petroleum Corporation
T / AT&T Inc.
H / Hyatt Hotels Corporation
NEE / NextEra Energy, Inc.
BA / The Boeing Company
RPRX / Royalty Pharma plc
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
NJR / New Jersey Resources Corporation
DOW / Dow Inc.
UA / Under Armour, Inc.
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
MET / MetLife, Inc.
MRK / Merck & Co., Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
AVA / Avista Corporation
NXPI / NXP Semiconductors N.V.
MDT / Medtronic plc
FCX / Freeport-McMoRan Inc.
NOC / Northrop Grumman Corporation
LHX / L3Harris Technologies, Inc.
TGNA / TEGNA Inc.
OMC / Omnicom Group Inc.
SWK / Stanley Black & Decker, Inc.
BAH / Booz Allen Hamilton Holding Corporation
HON / Honeywell International Inc.
NSC / Norfolk Southern Corporation
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
STZ / Constellation Brands, Inc.
OKE / ONEOK, Inc.
NFLX / Netflix, Inc.
PLTR / Palantir Technologies Inc.
AVY / Avery Dennison Corporation
HBI / Hanesbrands Inc.
PCYO / Pure Cycle Corporation
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
CNP / CenterPoint Energy, Inc.
DXC / DXC Technology Company
FIX / Comfort Systems USA, Inc.
KLG / WK Kellogg Co
BLD / TopBuild Corp.
TXN / Texas Instruments Incorporated
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
GMED / Globus Medical, Inc.
SCHW / The Charles Schwab Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
OLN / Olin Corporation
DLR / Digital Realty Trust, Inc.
MU / Micron Technology, Inc.
SPTB / SPDR Series Trust - State Street SPDR Portfolio Treasury ETF
LIN / Linde plc
MANH / Manhattan Associates, Inc.
TYL / Tyler Technologies, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
TT / Trane Technologies plc
WAB / Westinghouse Air Brake Technologies Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
LAAC / Lithium Argentina AG
JAZZ / Jazz Pharmaceuticals plc
WM / Waste Management, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
RARE / Ultragenyx Pharmaceutical Inc.
ICLR / ICON Public Limited Company
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
TRIP / Tripadvisor, Inc.
ECL / Ecolab Inc.
LYB / LyondellBasell Industries N.V.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
IT / Gartner, Inc.
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
DJT / Trump Media & Technology Group Corp.
CNQ / Canadian Natural Resources Limited
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
GM / General Motors Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
COF / Capital One Financial Corporation
SXT / Sensient Technologies Corporation
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
BTC / Grayscale Bitcoin Mini Trust
PGR / The Progressive Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
VTR / Ventas, Inc.
LW / Lamb Weston Holdings, Inc.
EMR / Emerson Electric Co.
CORT / Corcept Therapeutics Incorporated
SNX / TD SYNNEX Corporation
ITT / ITT Inc.
GROY / Gold Royalty Corp.
OTIS / Otis Worldwide Corporation
ONL / Orion Properties Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GPC / Genuine Parts Company
THO / THOR Industries, Inc.
ADNT / Adient plc
DHR / Danaher Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
CCI / Crown Castle Inc.
KIM / Kimco Realty Corporation
IBB / iShares Trust - iShares Biotechnology ETF
FLG / Flagstar Bank, National Association
WELL / Welltower Inc.
CINF / Cincinnati Financial Corporation
ADM / Archer-Daniels-Midland Company
PRU / Prudential Financial, Inc.
BBWI / Bath & Body Works, Inc.
TBLD / Thornburg Income Builder Opportunities Trust
PFE / Pfizer Inc.
WST / West Pharmaceutical Services, Inc.
KEY / KeyCorp
VTRS / Viatris Inc.
PII / Polaris Inc.
MMS / Maximus, Inc.
BHF / Brighthouse Financial, Inc.
FAF / First American Financial Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
VLO / Valero Energy Corporation
MYI / BlackRock MuniYield Quality Fund III, Inc.
MSI / Motorola Solutions, Inc.
CHY / Calamos Convertible and High Income Fund
DVY / iShares Trust - iShares Select Dividend ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
CNC / Centene Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
ORI / Old Republic International Corporation
SWX / Southwest Gas Holdings, Inc.
QTTB / Q32 Bio Inc.
BXMT / Blackstone Mortgage Trust, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
PSK / SPDR Series Trust - State Street SPDR ICE Preferred Securities ETF
TSVT / 2seventy bio, Inc.
ABT / Abbott Laboratories
CGGR / Capital Group Growth ETF
IYW / iShares Trust - iShares U.S. Technology ETF
TW / Tradeweb Markets Inc.
NXE / NexGen Energy Ltd.
ABNB / Airbnb, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
TWLO / Twilio Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
BALL / Ball Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
KLAC / KLA Corporation
NGG / National Grid plc - Depositary Receipt (Common Stock)
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VIAV / Viavi Solutions Inc.
BCLI / Brainstorm Cell Therapeutics Inc.
RGA / Reinsurance Group of America, Incorporated
ASG / Liberty All-Star Growth Fund, Inc.
TKO / TKO Group Holdings, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DFS / Discover Financial Services
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
NLOP / Net Lease Office Properties
MBB / iShares Trust - iShares MBS ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
CVIE / Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
BLDR / Builders FirstSource, Inc.
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
NUE / Nucor Corporation
STE / STERIS plc
NVT / nVent Electric plc
JBL / Jabil Inc.
IP / International Paper Company
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ANSS / ANSYS, Inc.
WEC / WEC Energy Group, Inc.
AFL / Aflac Incorporated
NWBI / Northwest Bancshares, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
XOM / Exxon Mobil Corporation
EXPD / Expeditors International of Washington, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TDG / TransDigm Group Incorporated
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
MOG.B / Moog Inc.
NOW / ServiceNow, Inc.
DD / DuPont de Nemours, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
PDT / John Hancock Premium Dividend Fund
CET / Central Securities Corporation
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
CTRE / CareTrust REIT, Inc.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
MAIN / Main Street Capital Corporation
CRM / Salesforce, Inc.
BXMX / Nuveen S&P 500 Buy-Write Income Fund
NSA / National Storage Affiliates Trust
DEO / Diageo plc - Depositary Receipt (Common Stock)
MSCI / MSCI Inc.
TDOC / Teladoc Health, Inc.
GRAL / GRAIL, Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
TSN / Tyson Foods, Inc.
EIX / Edison International
SLVM / Sylvamo Corporation
STAG / STAG Industrial, Inc.
HPE / Hewlett Packard Enterprise Company
KVUE / Kenvue Inc.
SEIC / SEI Investments Company
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
JGLO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
LITE / Lumentum Holdings Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
TSLA / Tesla, Inc.
CVSB / Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)