Market Value2,246,184,501
Total Holdings519
File Date2025-04-25
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)
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
PLTR / Palantir Technologies Inc.
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
GHYB / Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
BRK.B / Berkshire Hathaway Inc.
BG / Bunge Global SA
HCA / HCA Healthcare, Inc.
PHYS / Sprott Physical Gold Trust
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
TQQQ / ProShares Trust - ProShares UltraPro QQQ
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
ADBE / Adobe Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
LRCX / Lam Research Corporation
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
STX / Seagate Technology Holdings plc
HSY / The Hershey Company
RMM / Rivernorth Managed Duration Municipal Income Fund Inc.
K / Kellanova
XTEN / BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
MRK / Merck & Co., Inc.
WMB / The Williams Companies, Inc.
PGR / The Progressive Corporation
GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January
PAA / Plains All American Pipeline, L.P. - Limited Partnership
NVG / Nuveen AMT-Free Municipal Credit Income Fund
BTO / John Hancock Financial Opportunities Fund
EBS / Emergent BioSolutions Inc.
PLUG / Plug Power Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
STEL / Stellar Bancorp, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
TSI / TCW Strategic Income Fund, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
GLDW / Roundhill ETF Trust - Roundhill Gold WeeklyPay ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
NOW / ServiceNow, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
AVGO / Broadcom Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
BX / Blackstone Inc.
PANW / Palo Alto Networks, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
IVE / iShares Trust - iShares S&P 500 Value ETF
FNF / Fidelity National Financial, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
CB / Chubb Limited
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
OEF / iShares Trust - iShares S&P 100 ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PYPL / PayPal Holdings, Inc.
CLDI / Calidi Biotherapeutics, Inc.
OCTT / AIM ETF Products Trust - AllianzIM U.S. Equity Buffer10 Oct ETF
EQH / Equitable Holdings, Inc.
WTTR / Select Water Solutions, Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
MBB / iShares Trust - iShares MBS ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
NE / Noble Corporation plc
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
JTEK / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
BGIG / ETF Series Solutions - Bahl & Gaynor Income Growth ETF
PSLV / Sprott Physical Silver Trust
IBIT / iShares Bitcoin Trust ETF
IBB / iShares Trust - iShares Biotechnology ETF
HON / Honeywell International Inc.
LUV / Southwest Airlines Co.
PNW / Pinnacle West Capital Corporation
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
EMN / Eastman Chemical Company
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SUN / Sunoco LP - Limited Partnership
WELL / Welltower Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
MLN / VanEck ETF Trust - VanEck Long Muni ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
OXLC / Oxford Lane Capital Corp.
HES / Hess Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
CTRA / Coterra Energy Inc.
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
IMKTA / Ingles Markets, Incorporated
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
PAGP / Plains GP Holdings, L.P. - Limited Partnership
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
ENOV / Enovis Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SLB / SLB N.V.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
IWO / iShares Trust - iShares Russell 2000 Growth ETF
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
CRWD / CrowdStrike Holdings, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
DVY / iShares Trust - iShares Select Dividend ETF
IWB / iShares Trust - iShares Russell 1000 ETF
SMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May
SPGI / S&P Global Inc.
CCI / Crown Castle Inc.
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
KOS / Kosmos Energy Ltd.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
GIS / General Mills, Inc.
VUSXX / Vanguard Admiral Funds - Treasury Money Market Fund
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
PLYA / Playa Hotels & Resorts N.V.
LAMR / Lamar Advertising Company
CMC / Commercial Metals Company
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
AON / Aon plc
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
DFS / Discover Financial Services
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
HPQ / HP Inc.
ERNA / Ernexa Therapeutics Inc.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
ITW / Illinois Tool Works Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MPLX / MPLX LP - Limited Partnership
ICE / Intercontinental Exchange, Inc.
ALC / Alcon Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
GNOV / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - November
TSLA / Tesla, Inc.
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
MDST / Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF
QCOM / QUALCOMM Incorporated
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
CCL / Carnival Corporation Ltd.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
C / Citigroup Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May
KHC / The Kraft Heinz Company
SWK / Stanley Black & Decker, Inc.
JUNW / AIM ETF Products Trust - AllianzIM U.S. Equity Buffer20 Jun ETF
GEN / Gen Digital Inc.
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
RMD / ResMed Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
DLY / DoubleLine Yield Opportunities Fund
CSCO / Cisco Systems, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SPVU / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Concentrated QVM ETF
PLD / Prologis, Inc.
MSTR / Strategy Inc
ALL / The Allstate Corporation
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MUB / iShares Trust - iShares National Muni Bond ETF
BXSL / Blackstone Secured Lending Fund
TROW / T. Rowe Price Group, Inc.
RSJN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Equal Weight Buffer ETF - June
INTC / Intel Corporation
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
NFLX / Netflix, Inc.
RC / Ready Capital Corporation
MYD / BlackRock MuniYield Fund, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
GPC / Genuine Parts Company
MDLZ / Mondelez International, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
SLG / SL Green Realty Corp.
BA / The Boeing Company
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
RWO / SPDR Index Shares Funds - State Street SPDR Dow Jones Global Real Estate ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
YMAR / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - March
IBM / International Business Machines Corporation
AMD / Advanced Micro Devices, Inc.
GAB / The Gabelli Equity Trust Inc.
MSFT / Microsoft Corporation
AES / The AES Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
BAC / Bank of America Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DHR / Danaher Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
ARKB / ARK 21Shares Bitcoin ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
MPC / Marathon Petroleum Corporation
DOL / WisdomTree Trust - WisdomTree True Developed International Fund
INDA / iShares Trust - iShares MSCI India ETF
SBUX / Starbucks Corporation
PG / The Procter & Gamble Company
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
SPY / State Street SPDR S&P 500 ETF Trust
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PAYX / Paychex, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
CME / CME Group Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ADI / Analog Devices, Inc.
MCO / Moody's Corporation
RGLD / Royal Gold, Inc.
FSCO / FS Credit Opportunities Corp.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
META / Meta Platforms, Inc.
AMZN / Amazon.com, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
BLK / BlackRock, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
HESM / Hess Midstream LP
AZO / AutoZone, Inc.
BSL / Blackstone Senior Floating Rate 2027 Term Fund
PKG / Packaging Corporation of America
WSO / Watsco, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
SPXS / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 3X ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
ACN / Accenture plc
BCO / The Brink's Company
A / Agilent Technologies, Inc.
ELV / Elevance Health, Inc.
VOYA / Voya Financial, Inc.
CL / Colgate-Palmolive Company
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
WM / Waste Management, Inc.
LNG / Cheniere Energy, Inc.
SYK / Stryker Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IWV / iShares Trust - iShares Russell 3000 ETF
IAU / iShares Gold Trust
EG / Everest Group, Ltd.
CHRW / C.H. Robinson Worldwide, Inc.
WMT / Walmart Inc.
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
LOW / Lowe's Companies, Inc.
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TMUS / T-Mobile US, Inc.
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
CRM / Salesforce, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
DRI / Darden Restaurants, Inc.
TXN / Texas Instruments Incorporated
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
USB / U.S. Bancorp
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
CVS / CVS Health Corporation
UBER / Uber Technologies, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
LLY / Eli Lilly and Company
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
NUE / Nucor Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
FSLR / First Solar, Inc.
PRU / Prudential Financial, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
UNP / Union Pacific Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
AEP / American Electric Power Company, Inc.
PSA / Public Storage
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
HPI / John Hancock Preferred Income Fund
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
AMT / American Tower Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
CHRD / Chord Energy Corporation
OBDC / Blue Owl Capital Corporation
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
TJX / The TJX Companies, Inc.
MCK / McKesson Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
NEE / NextEra Energy, Inc.
DCI / Donaldson Company, Inc.
SCHW / The Charles Schwab Corporation
AXP / American Express Company
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
RCL / Royal Caribbean Cruises Ltd.
NVDA / NVIDIA Corporation
ISRG / Intuitive Surgical, Inc.
IXN / iShares Trust - iShares Global Tech ETF
ADP / Automatic Data Processing, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF Put
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
GOOG / Alphabet Inc.
LMT / Lockheed Martin Corporation
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
DUK / Duke Energy Corporation
BSM / Black Stone Minerals, L.P. - Limited Partnership
VRTX / Vertex Pharmaceuticals Incorporated
FFIN / First Financial Bankshares, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
CAH / Cardinal Health, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
VLO / Valero Energy Corporation
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
ET / Energy Transfer LP - Limited Partnership
KMI / Kinder Morgan, Inc.
CVX / Chevron Corporation
TRGP / Targa Resources Corp.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
CMCSA / Comcast Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
ENFFF / Enbridge Inc. - Preferred Security
ORCL / Oracle Corporation
YJUN / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - June
MRSH / Marsh & McLennan Companies, Inc.
QQQ / Invesco QQQ Trust, Series 1
VUG / Vanguard Index Funds - Vanguard Growth ETF
CFR / Cullen/Frost Bankers, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
IYG / iShares Trust - iShares U.S. Financial Services ETF
FCX / Freeport-McMoRan Inc.
FDX / FedEx Corporation
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
MET / MetLife, Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
ATEC / Alphatec Holdings, Inc.
DIS / The Walt Disney Company
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SHOP / Shopify Inc.
DXPE / DXP Enterprises, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
GDEC / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - December
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
FEZ / SPDR Index Shares Funds - State Street SPDR EURO STOXX 50 ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
FANG / Diamondback Energy, Inc.
BDX / Becton, Dickinson and Company
ETN / Eaton Corporation plc
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
NVDY / Tidal Trust II - YieldMax NVDA Option Income Strategy ETF
INTU / Intuit Inc.
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
TGT / Target Corporation
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
YDEC / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - December
GOOGL / Alphabet Inc.
RVP / Retractable Technologies, Inc.
COP / ConocoPhillips
MSI / Motorola Solutions, Inc.
ED / Consolidated Edison, Inc.
SO / The Southern Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
XEL / Xcel Energy Inc.
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
VMI / Valmont Industries, Inc.
GJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
ETR / Entergy Corporation
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SOC / Sable Offshore Corp.
USA / Liberty All-Star Equity Fund
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
EEFT / Euronet Worldwide, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
FDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - December
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
ARCC / Ares Capital Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BSX / Boston Scientific Corporation
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
KALU / Kaiser Aluminum Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
HAL / Halliburton Company
AJG / Arthur J. Gallagher & Co.
APD / Air Products and Chemicals, Inc.
WEC / WEC Energy Group, Inc.
IEV / iShares Trust - iShares Europe ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
HODL / VanEck Bitcoin ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
EWW / iShares, Inc. - iShares MSCI Mexico ETF
WFC / Wells Fargo & Company
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IYE / iShares Trust - iShares U.S. Energy ETF
DSL / DoubleLine Income Solutions Fund
CTVA / Corteva, Inc.
NKE / NIKE, Inc.
EOG / EOG Resources, Inc.
JPM / JPMorgan Chase & Co.
UPS / United Parcel Service, Inc.
XOM / Exxon Mobil Corporation
J / Jacobs Solutions Inc.
T / AT&T Inc.
PFE / Pfizer Inc.
APP / AppLovin Corporation
HD / The Home Depot, Inc.
ADM / Archer-Daniels-Midland Company
NEM / Newmont Corporation
MUSA / Murphy USA Inc.
AAPL / Apple Inc.
V / Visa Inc.
COST / Costco Wholesale Corporation
SPG / Simon Property Group, Inc.
MS / Morgan Stanley
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CAT / Caterpillar Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
AMAT / Applied Materials, Inc.
UNH / UnitedHealth Group Incorporated
MCD / McDonald's Corporation
KMB / Kimberly-Clark Corporation
APH / Amphenol Corporation
PM / Philip Morris International Inc.
KO / The Coca-Cola Company
SNY / Sanofi - Depositary Receipt (Common Stock)
BMY / Bristol-Myers Squibb Company
MA / Mastercard Incorporated
VST / Vistra Corp.
GE / General Electric Company
BK / The Bank of New York Mellon Corporation
PEP / PepsiCo, Inc.
DASH / DoorDash, Inc.
LIN / Linde plc
DE / Deere & Company
MMM / 3M Company
AFL / Aflac Incorporated
BKNG / Booking Holdings Inc.
GILD / Gilead Sciences, Inc.
PNC / The PNC Financial Services Group, Inc.
AMGN / Amgen Inc.
NXPI / NXP Semiconductors N.V.
TSCO / Tractor Supply Company
CSX / CSX Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
AMCR / Amcor plc
RTX / RTX Corporation
SHW / The Sherwin-Williams Company
GLD / SPDR Gold Shares
ANET / Arista Networks, Inc.
OKE / ONEOK, Inc.
JNJ / Johnson & Johnson
CI / The Cigna Group
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
VZ / Verizon Communications Inc.
MO / Altria Group, Inc.
XYZ / Block, Inc.
PH / Parker-Hannifin Corporation
F / Ford Motor Company
AEM / Agnico Eagle Mines Limited
ES / Eversource Energy
TMO / Thermo Fisher Scientific Inc.
MDT / Medtronic plc
AEE / Ameren Corporation
GD / General Dynamics Corporation
CMI / Cummins Inc.
TRV / The Travelers Companies, Inc.
EMR / Emerson Electric Co.
AMP / Ameriprise Financial, Inc.
JCI / Johnson Controls International plc
PSX / Phillips 66
NOC / Northrop Grumman Corporation
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
ZTS / Zoetis Inc.
GEV / GE Vernova Inc.
ORLY / O'Reilly Automotive, Inc.
ABBV / AbbVie Inc.
ACGL / Arch Capital Group Ltd.
IWD / iShares Trust - iShares Russell 1000 Value ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
UAL / United Airlines Holdings, Inc.
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
ORI / Old Republic International Corporation
FAB / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Value AlphaDEX Fund