Market Value3,804,483,310
Total Holdings616
File Date2024-08-13
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)
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CHTR / Charter Communications, Inc.
PGEN / Precigen, Inc.
SPOT / Spotify Technology S.A.
DLTR / Dollar Tree, Inc.
RHI / Robert Half Inc.
WTW / Willis Towers Watson Public Limited Company
WOOF / Petco Health and Wellness Company, Inc.
TROW / T. Rowe Price Group, Inc.
COLB / Columbia Banking System, Inc.
OMC / Omnicom Group Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
EA / Electronic Arts Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
FDUS / Fidus Investment Corporation
WELL / Welltower Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TTWO / Take-Two Interactive Software, Inc.
PWR / Quanta Services, Inc.
ACGL / Arch Capital Group Ltd.
OXY / Occidental Petroleum Corporation
SYY / Sysco Corporation
AJG / Arthur J. Gallagher & Co.
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
STLD / Steel Dynamics, Inc.
TPR / Tapestry, Inc.
CTSH / Cognizant Technology Solutions Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
GEHC / GE HealthCare Technologies Inc.
PSX / Phillips 66
ALSN / Allison Transmission Holdings, Inc.
STWD / Starwood Property Trust, Inc.
CAH / Cardinal Health, Inc.
HES / Hess Corporation
TAP / Molson Coors Beverage Company
EWJ / iShares, Inc. - iShares MSCI Japan ETF
CDNS / Cadence Design Systems, Inc.
VLO / Valero Energy Corporation
CPNG / Coupang, Inc.
TT / Trane Technologies plc
FHN / First Horizon Corporation
HUM / Humana Inc.
AMP / Ameriprise Financial, Inc.
ADSK / Autodesk, Inc.
SO / The Southern Company
DHI / D.R. Horton, Inc.
KHC / The Kraft Heinz Company
GTES / Gates Industrial Corporation plc
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
NSC / Norfolk Southern Corporation
GM / General Motors Company
BKNG / Booking Holdings Inc.
NCNO / nCino, Inc.
INTU / Intuit Inc.
UBER / Uber Technologies, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SOFI / SoFi Technologies, Inc.
MSCI / MSCI Inc.
MDLZ / Mondelez International, Inc.
PPG / PPG Industries, Inc.
ZTS / Zoetis Inc.
XEL / Xcel Energy Inc.
OTIS / Otis Worldwide Corporation
EL / The Estée Lauder Companies Inc.
LYFT / Lyft, Inc.
DHR / Danaher Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
UDMY / Udemy, Inc.
UP / Wheels Up Experience Inc.
CTAS / Cintas Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
DVN / Devon Energy Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
UNM / Unum Group
BSX / Boston Scientific Corporation
ADM / Archer-Daniels-Midland Company
TDY / Teledyne Technologies Incorporated
ALLY / Ally Financial Inc.
ET / Energy Transfer LP - Limited Partnership
GLRE / Greenlight Capital Re, Ltd.
BEN / Franklin Resources, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
AVGO / Broadcom Inc.
BXMT / Blackstone Mortgage Trust, Inc.
LVRO / Lavoro Limited
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
CMS / CMS Energy Corporation
ACN / Accenture plc
MS / Morgan Stanley
PRI / Primerica, Inc.
SJM / The J. M. Smucker Company
RTX / RTX Corporation
YUM / Yum! Brands, Inc.
ED / Consolidated Edison, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ATR / AptarGroup, Inc.
HPQ / HP Inc.
PR / Permian Resources Corporation
1GS / The Goldman Sachs Group, Inc.
BCTX / BriaCell Therapeutics Corp.
ALGN / Align Technology, Inc.
ARMK / Aramark
HHH / Howard Hughes Holdings Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
FISV / Fiserv, Inc.
FANG / Diamondback Energy, Inc.
BN / Brookfield Corporation
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
IWM / iShares Trust - iShares Russell 2000 ETF
JPC / Nuveen Preferred & Income Opportunities Fund
COF / Capital One Financial Corporation
ICE / Intercontinental Exchange, Inc.
APH / Amphenol Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ROK / Rockwell Automation, Inc.
T / AT&T Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
LCID / Lucid Group, Inc.
COR / Cencora, Inc.
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
IDXX / IDEXX Laboratories, Inc.
VTRS / Viatris Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
SG / Sweetgreen, Inc.
BOX / Box, Inc.
CDW / CDW Corporation
FAST / Fastenal Company
PTON / Peloton Interactive, Inc.
TKR / The Timken Company
BILL / BILL Holdings, Inc.
ADI / Analog Devices, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
LOW / Lowe's Companies, Inc.
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
BWFG / Bankwell Financial Group, Inc.
PH / Parker-Hannifin Corporation
TYL / Tyler Technologies, Inc.
DVA / DaVita Inc.
GIS / General Mills, Inc.
ES / Eversource Energy
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
HCA / HCA Healthcare, Inc.
MDT / Medtronic plc
NXPI / NXP Semiconductors N.V.
D / Dominion Energy, Inc.
CCI / Crown Castle Inc.
HBAN / Huntington Bancshares Incorporated
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
OBDC / Blue Owl Capital Corporation
GEV / GE Vernova Inc.
EW / Edwards Lifesciences Corporation
DOV / Dover Corporation
WY / Weyerhaeuser Company
AMAT / Applied Materials, Inc.
EQIX / Equinix, Inc.
GOOGL / Alphabet Inc.
GWW / W.W. Grainger, Inc.
KO / The Coca-Cola Company
TRS / TriMas Corporation
QQQ / Invesco QQQ Trust, Series 1
PMO / Putnam Municipal Opportunities Trust
UNH / UnitedHealth Group Incorporated
PTC / PTC Inc.
ADP / Automatic Data Processing, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
PGR / The Progressive Corporation
MKC / McCormick & Company, Incorporated
ALNY / Alnylam Pharmaceuticals, Inc.
MSFT / Microsoft Corporation
TSLA / Tesla, Inc.
VGM / Invesco Trust for Investment Grade Municipals
MRNA / Moderna, Inc.
ORCL / Oracle Corporation
RIVN / Rivian Automotive, Inc.
MNDY / monday.com Ltd.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
C / Citigroup Inc.
VKQ / Invesco Municipal Trust
DPZ / Domino's Pizza, Inc.
ETN / Eaton Corporation plc
AVY / Avery Dennison Corporation
MMM / 3M Company
NKE / NIKE, Inc.
NOW / ServiceNow, Inc.
PATH / UiPath, Inc.
DUK / Duke Energy Corporation
CB / Chubb Limited
VRTX / Vertex Pharmaceuticals Incorporated
TENB / Tenable Holdings, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
HIG / The Hartford Insurance Group, Inc.
YEXT / Yext, Inc.
CHD / Church & Dwight Co., Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
PEP / PepsiCo, Inc.
DXCM / DexCom, Inc.
MOS / The Mosaic Company
GILD / Gilead Sciences, Inc.
IBM / International Business Machines Corporation
JNJ / Johnson & Johnson
CTS / CTS Corporation
MU / Micron Technology, Inc.
XOM / Exxon Mobil Corporation
O / Realty Income Corporation
BMY / Bristol-Myers Squibb Company
GALT / Galectin Therapeutics Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
META / Meta Platforms, Inc.
CRM / Salesforce, Inc.
VST / Vistra Corp.
CNM / Core & Main, Inc.
ABNB / Airbnb, Inc.
ASTS / AST SpaceMobile, Inc.
FTV / Fortive Corporation
BA / The Boeing Company
SLB / SLB N.V.
INTC / Intel Corporation
CEG / Constellation Energy Corporation
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SCHW / The Charles Schwab Corporation
RAMP / LiveRamp Holdings, Inc.
QCOM / QUALCOMM Incorporated
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
CCL / Carnival Corporation Ltd.
AMD / Advanced Micro Devices, Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
PLTR / Palantir Technologies Inc.
APO / Apollo Global Management, Inc.
WDC / Western Digital Corporation
LIN / Linde plc
CTVA / Corteva, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
CVX / Chevron Corporation
GE / General Electric Company
TACT / TransAct Technologies Incorporated
MCHP / Microchip Technology Incorporated
CAG / Conagra Brands, Inc.
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
TXN / Texas Instruments Incorporated
CVS / CVS Health Corporation
ADBE / Adobe Inc.
ECL / Ecolab Inc.
CPB / The Campbell's Company
MQ / Marqeta, Inc.
BRK.A / Berkshire Hathaway Inc.
MCD / McDonald's Corporation
GAME / GameSquare Holdings, Inc.
PIRS / Pieris Pharmaceuticals, Inc.
SMAR / Smartsheet Inc.
XLO / Xilio Therapeutics, Inc.
GRTX / Galera Therapeutics, Inc.
COST / Costco Wholesale Corporation
EBAY / eBay Inc.
MAR / Marriott International, Inc.
LNG / Cheniere Energy, Inc.
NRG / NRG Energy, Inc.
PG / The Procter & Gamble Company
REGN / Regeneron Pharmaceuticals, Inc.
HIMS / Hims & Hers Health, Inc.
LLY / Eli Lilly and Company
ZBRA / Zebra Technologies Corporation
LEN / Lennar Corporation
WMT / Walmart Inc.
AMZN / Amazon.com, Inc.
NUE / Nucor Corporation
PEG / Public Service Enterprise Group Incorporated
KMI / Kinder Morgan, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
GLD / SPDR Gold Shares
CBOE / Cboe Global Markets, Inc.
IFF / International Flavors & Fragrances Inc.
AAPL / Apple Inc.
ASB / Associated Banc-Corp
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
K / Kellanova
UL / Unilever PLC - Depositary Receipt (Common Stock)
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
GXC / SPDR Index Shares Funds - State Street SPDR S&P China ETF
PCH / PotlatchDeltic Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MRSH / Marsh & McLennan Companies, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
XHS / SPDR Series Trust - State Street SPDR S&P Health Care Services ETF
AMCR / Amcor plc
NBOS / Neuberger Berman ETF Trust - Neuberger Option Strategy ETF
TMC / TMC the metals company Inc.
FERG / Ferguson Enterprises Inc.
TOST / Toast, Inc.
ABT / Abbott Laboratories
CMG / Chipotle Mexican Grill, Inc.
VNO / Vornado Realty Trust
BNY / The Bank of New York Mellon Corporation
WCN / Waste Connections, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
WMB / The Williams Companies, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
DOCU / DocuSign, Inc.
WFC / Wells Fargo & Company
PML / PIMCO Municipal Income Fund II
EAF / GrafTech International Ltd.
KAR / OPENLANE, Inc.
WAT / Waters Corporation
MPT / Medical Properties Trust, Inc.
V / Visa Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
EMR / Emerson Electric Co.
BX / Blackstone Inc.
ROP / Roper Technologies, Inc.
CI / The Cigna Group
BIPC / Brookfield Infrastructure Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
RITM / Rithm Capital Corp.
BFLY / Butterfly Network, Inc.
SPG / Simon Property Group, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
VEEV / Veeva Systems Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CNC / Centene Corporation
HLT / Hilton Worldwide Holdings Inc.
POOL / Pool Corporation
CARR / Carrier Global Corporation
KEY / KeyCorp
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
MRO / Marathon Oil Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
EPAM / EPAM Systems, Inc.
WSO / Watsco, Inc.
IAU / iShares Gold Trust
BRK.A / Berkshire Hathaway Inc.
LMT / Lockheed Martin Corporation
CSGP / CoStar Group, Inc.
GD / General Dynamics Corporation
AWK / American Water Works Company, Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
AEP / American Electric Power Company, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
ITW / Illinois Tool Works Inc.
HON / Honeywell International Inc.
CRWD / CrowdStrike Holdings, Inc.
ELV / Elevance Health, Inc.
JPM / JPMorgan Chase & Co.
L / Loews Corporation
AIG / American International Group, Inc.
MCK / McKesson Corporation
ROST / Ross Stores, Inc.
ODFL / Old Dominion Freight Line, Inc.
DLR / Digital Realty Trust, Inc.
MLM / Martin Marietta Materials, Inc.
NET / Cloudflare, Inc.
FCX / Freeport-McMoRan Inc.
HPE / Hewlett Packard Enterprise Company
ALL / The Allstate Corporation
FDX / FedEx Corporation
NWS / News Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
MRK / Merck & Co., Inc.
WBD / Warner Bros. Discovery, Inc.
HD / The Home Depot, Inc.
MNST / Monster Beverage Corporation
TDG / TransDigm Group Incorporated
SSNC / SS&C Technologies Holdings, Inc.
BFA / Brown-Forman Corp. - Class A
AZO / AutoZone, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
CPRT / Copart, Inc.
DDOG / Datadog, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
KKR / KKR & Co. Inc.
ITT / ITT Inc.
HWM / Howmet Aerospace Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
OMF / OneMain Holdings, Inc.
PLXS / Plexus Corp.
SAP / SAP SE - Depositary Receipt (Common Stock)
DCI / Donaldson Company, Inc.
PNW / Pinnacle West Capital Corporation
URI / United Rentals, Inc.
FIS / Fidelity National Information Services, Inc.
DE / Deere & Company
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
USB / U.S. Bancorp
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
MO / Altria Group, Inc.
NEM / Newmont Corporation
ULTA / Ulta Beauty, Inc.
BAH / Booz Allen Hamilton Holding Corporation
MQT / BlackRock MuniYield Quality Fund II, Inc.
SBR / Sabine Royalty Trust
PAYC / Paycom Software, Inc.
LULU / lululemon athletica inc.
BDX / Becton, Dickinson and Company
SYK / Stryker Corporation
DRI / Darden Restaurants, Inc.
TRGP / Targa Resources Corp.
PRU / Prudential Financial, Inc.
AFL / Aflac Incorporated
AMGN / Amgen Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
RSG / Republic Services, Inc.
SBAC / SBA Communications Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
CFG / Citizens Financial Group, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
VRSN / VeriSign, Inc.
SHW / The Sherwin-Williams Company
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
HLI / Houlihan Lokey, Inc.
UNP / Union Pacific Corporation
GPN / Global Payments Inc.
AIT / Applied Industrial Technologies, Inc.
EXPD / Expeditors International of Washington, Inc.
AXP / American Express Company
AR / Antero Resources Corporation
DGX / Quest Diagnostics Incorporated
ATNI / ATN International, Inc.
COIN / Coinbase Global, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
WAB / Westinghouse Air Brake Technologies Corporation
FICO / Fair Isaac Corporation
EXC / Exelon Corporation
KR / The Kroger Co.
BK / The Bank of New York Mellon Corporation
CME / CME Group Inc.
DOW / Dow Inc.
STZ / Constellation Brands, Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
OKTA / Okta, Inc.
FTXP / Foothills Exploration, Inc.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
SEE / Sealed Air Corporation
OLLI / Ollie's Bargain Outlet Holdings, Inc.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
CCO / Clear Channel Outdoor Holdings, Inc.
CMI / Cummins Inc.
DOCS / Doximity, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
SHOP / Shopify Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
MRVL / Marvell Technology, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
SPGI / S&P Global Inc.
F / Ford Motor Company
VZ / Verizon Communications Inc.
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
KMB / Kimberly-Clark Corporation
LZ / LegalZoom.com, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
THTX / Theratechnologies Inc.
FRGE / Forge Global Holdings, Inc.
BAC / Bank of America Corporation
APTV / Aptiv PLC
QRTEA / Qurate Retail Inc - Series A
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
XELB / Xcel Brands, Inc.
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
SWN / Southwestern Energy Company
BECN / Beacon Roofing Supply, Inc.
EEMA / iShares, Inc. - iShares MSCI Emerging Markets Asia ETF
EWX / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Small Cap ETF
STCN / Steel Connect, Inc.
MUE / BlackRock MuniHoldings Quality Fund II, Inc.
MYD / BlackRock MuniYield Fund, Inc.
VKI / Invesco Advantage Municipal Income Trust II
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X ETF
PMX / PIMCO Municipal Income Fund III
DRTS / Alpha Tau Medical Ltd.
LOB / Live Oak Bancshares, Inc.
KREF / KKR Real Estate Finance Trust Inc.
CORZW / Core Scientific, Inc. - Equity Warrant
CWK / Cushman & Wakefield Limited
BFK / BlackRock Municipal Income Trust
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
LH / Labcorp Holdings Inc.
PXD / Pioneer Natural Resources Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BIVI / BioVie Inc.
PCK / PIMCO California Municipal Income Fund II
OCUP / Opus Genetics, Inc.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
NYCB / Flagstar Financial, Inc.
ATKR / Atkore Inc.
BGB / Blackstone Strategic Credit 2027 Term Fund
PLMIW / Plum Acquisition Corp I - Warrants (15/03/2026)
ANSS / ANSYS, Inc.
TEL / TE Connectivity plc
IWN / iShares Trust - iShares Russell 2000 Value ETF
HCP / HashiCorp, Inc.
TRTX / TPG RE Finance Trust, Inc.
GLTO / Damora Therapeutics, Inc.
LRCX / Lam Research Corporation
C.WSA / Citigroup, Inc.
VTLE / Vital Energy, Inc.
SKX / Skechers U.S.A., Inc.
EYEN / Eyenovia, Inc.
IMUX / Immunic, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
PFE / Pfizer Inc.
PM / Philip Morris International Inc.
UPS / United Parcel Service, Inc.
AKAM / Akamai Technologies, Inc.
FN / Fabrinet
VALE / Vale S.A. - Depositary Receipt (Common Stock)
JCI / Johnson Controls International plc
TNET / TriNet Group, Inc.
WMS / Advanced Drainage Systems, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IWV / iShares Trust - iShares Russell 3000 ETF
TMO / Thermo Fisher Scientific Inc.
MCRB / Seres Therapeutics, Inc.
MPB / Mid Penn Bancorp, Inc.
TRV / The Travelers Companies, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
PCAR / PACCAR Inc
RPC / Ridgepost Capital, Inc
NOC / Northrop Grumman Corporation
AMPL / Amplitude, Inc.
FROG / JFrog Ltd.
MPC / Marathon Petroleum Corporation
CLX / The Clorox Company
XRAY / DENTSPLY SIRONA Inc.
NZF / Nuveen Municipal Credit Income Fund
OKE / ONEOK, Inc.
PAYX / Paychex, Inc.
RBA / RB Global, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
DAL / Delta Air Lines, Inc.
CAT / Caterpillar Inc.
GOOG / Alphabet Inc.
LYB / LyondellBasell Industries N.V.
RCL / Royal Caribbean Cruises Ltd.
NFLX / Netflix, Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
NVR / NVR, Inc.
CEF / Sprott Physical Gold and Silver Trust
VRNS / Varonis Systems, Inc.
NEE / NextEra Energy, Inc.
ABBV / AbbVie Inc.
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
NTAP / NetApp, Inc.
BAM / Brookfield Asset Management Ltd.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
VVV / Valvoline Inc.
DD / DuPont de Nemours, Inc.
TRMB / Trimble Inc.
EXR / Extra Space Storage Inc.
DLO / DLocal Limited
TGT / Target Corporation
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
CSX / CSX Corporation
IBB / iShares Trust - iShares Biotechnology ETF
GPC / Genuine Parts Company
CMCSA / Comcast Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
FCFS / FirstCash Holdings, Inc.
GLW / Corning Incorporated
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NLY / Annaly Capital Management, Inc.
WM / Waste Management, Inc.
WES / Western Midstream Partners, LP - Limited Partnership
DASH / DoorDash, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
INDA / iShares Trust - iShares MSCI India ETF
WTM / White Mountains Insurance Group, Ltd.
ZION / Zions Bancorporation, National Association
MAS / Masco Corporation
FTNT / Fortinet, Inc.
IQV / IQVIA Holdings Inc.
UGI / UGI Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
KMX / CarMax, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
NAD / Nuveen Quality Municipal Income Fund
EOG / EOG Resources, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
APLS / Apellis Pharmaceuticals, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SNOW / Snowflake Inc.
PNC / The PNC Financial Services Group, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
AMT / American Tower Corporation
HSIC / Henry Schein, Inc.
MSI / Motorola Solutions, Inc.
IT / Gartner, Inc.
VMO / Invesco Municipal Opportunity Trust
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
IPG / The Interpublic Group of Companies, Inc.
CL / Colgate-Palmolive Company
CP / Canadian Pacific Kansas City Limited
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
HQY / HealthEquity, Inc.
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
NSIT / Insight Enterprises, Inc.
AON / Aon plc
LH / Labcorp Holdings Inc.
EDAP / EDAP TMS S.A. - Depositary Receipt (Common Stock)
TFC / Truist Financial Corporation
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
LHX / L3Harris Technologies, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FE / FirstEnergy Corp.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
GPS / The Gap, Inc.
RMD / ResMed Inc.
OSCR / Oscar Health, Inc.
ORLY / O'Reilly Automotive, Inc.
MA / Mastercard Incorporated
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
KCCA / KraneShares Trust - KraneShares California Carbon Allowance Strategy ETF
HAL / Halliburton Company
ANET / Arista Networks, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
NVT / nVent Electric plc
MCO / Moody's Corporation
PLD / Prologis, Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
FBIN / Fortune Brands Innovations, Inc.
CORZ / Core Scientific, Inc.
IP / International Paper Company
TJX / The TJX Companies, Inc.
FCNC.A / First Citizens BancShares, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
ISRG / Intuitive Surgical, Inc.
COP / ConocoPhillips
STBA / S&T Bancorp, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
PYPL / PayPal Holdings, Inc.
G / Genpact Limited
MET / MetLife, Inc.
MHD / BlackRock MuniHoldings Fund, Inc.
ASHR / DBX ETF Trust - Xtrackers Harvest CSI 300 China A-Shares ETF
MMU / Western Asset Managed Municipals Fund Inc.
ARW / Arrow Electronics, Inc.
LCTX / Lineage Cell Therapeutics, Inc.
NVDA / NVIDIA Corporation
WBA / Walgreens Boots Alliance, Inc.
GSBD / Goldman Sachs BDC, Inc.
SNPS / Synopsys, Inc.
DG / Dollar General Corporation
PANW / Palo Alto Networks, Inc.
VLTO / Veralto Corporation
AME / AMETEK, Inc.
DIS / The Walt Disney Company
APD / Air Products and Chemicals, Inc.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
CSCO / Cisco Systems, Inc.
CSL / Carlisle Companies Incorporated
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
PEN / Penumbra, Inc.
HQI / HireQuest, Inc.
SLM / SLM Corporation
TMUS / T-Mobile US, Inc.
WST / West Pharmaceutical Services, Inc.
SSD / Simpson Manufacturing Co., Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
KDP / Keurig Dr Pepper Inc.
ZBH / Zimmer Biomet Holdings, Inc.
KVUE / Kenvue Inc.
PSA / Public Storage
AA / Alcoa Corporation
WDAY / Workday, Inc.
SBUX / Starbucks Corporation