Market Value2,293,731,791
Total Holdings551
File Date2024-11-14
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)
ANET / Arista Networks, Inc.
FANG / Diamondback Energy, Inc.
CNQ / Canadian Natural Resources Limited
BCS / Barclays PLC - Depositary Receipt (Common Stock)
WST / West Pharmaceutical Services, Inc.
AXP / American Express Company
CPAY / Corpay, Inc.
DOW / Dow Inc.
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
UPS / United Parcel Service, Inc.
EMN / Eastman Chemical Company
BSX / Boston Scientific Corporation
OXY / Occidental Petroleum Corporation
COST / Costco Wholesale Corporation
BX / Blackstone Inc.
VLO / Valero Energy Corporation
CARR / Carrier Global Corporation
HIG / The Hartford Insurance Group, Inc.
LHX / L3Harris Technologies, Inc.
DKNG / DraftKings Inc.
DKNG / DraftKings Inc. Call
MSFT / Microsoft Corporation Call
AAPL / Apple Inc.
AAPL / Apple Inc. Call
AAPL / Apple Inc. Put
MSFT / Microsoft Corporation
AAON / AAON, Inc.
NKE / NIKE, Inc.
ORCL / Oracle Corporation
BA / The Boeing Company
IBM / International Business Machines Corporation
IBM / International Business Machines Corporation Call
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) Call
LNG / Cheniere Energy, Inc.
MELI / MercadoLibre, Inc.
MSTR / Strategy Inc
MSTR / Strategy Inc Call
CSX / CSX Corporation
IBIT / iShares Bitcoin Trust ETF
GOOGL / Alphabet Inc.
GOOGL / Alphabet Inc. Call
CC / The Chemours Company
KLAC / KLA Corporation
WYNN / Wynn Resorts, Limited
WYNN / Wynn Resorts, Limited Call
TKC / Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt (Common Stock)
PNC / The PNC Financial Services Group, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
MA / Mastercard Incorporated
SNOW / Snowflake Inc.
BMY / Bristol-Myers Squibb Company
BMY / Bristol-Myers Squibb Company Call
IWM / iShares Trust - iShares Russell 2000 ETF
LMT / Lockheed Martin Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) Call
AMZN / Amazon.com, Inc.
AMZN / Amazon.com, Inc. Call
DELL / Dell Technologies Inc.
ISRG / Intuitive Surgical, Inc.
DELL / Dell Technologies Inc. Call
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
AI / C3.ai, Inc.
MRK / Merck & Co., Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MDT / Medtronic plc
TXRH / Texas Roadhouse, Inc.
NFLX / Netflix, Inc. Call
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
AMD / Advanced Micro Devices, Inc.
AMD / Advanced Micro Devices, Inc. Call
LLY / Eli Lilly and Company Call
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
HD / The Home Depot, Inc.
PWR / Quanta Services, Inc.
PFE / Pfizer Inc.
PYPL / PayPal Holdings, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
PLTR / Palantir Technologies Inc.
DVA / DaVita Inc.
PLD / Prologis, Inc.
ZS / Zscaler, Inc.
ZS / Zscaler, Inc. Call
MU / Micron Technology, Inc.
BRK.B / Berkshire Hathaway Inc.
GEV / GE Vernova Inc.
BRK.B / Berkshire Hathaway Inc. Call
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) Call
JCI / Johnson Controls International plc
JCI / Johnson Controls International plc Call
U / Unity Software Inc.
NVDA / NVIDIA Corporation
NVDA / NVIDIA Corporation Call
NVDA / NVIDIA Corporation Put
META / Meta Platforms, Inc.
META / Meta Platforms, Inc. Call
UBER / Uber Technologies, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
SPY / State Street SPDR S&P 500 ETF Trust Call
HON / Honeywell International Inc.
TSLA / Tesla, Inc.
TSLA / Tesla, Inc. Call
SKYT / SkyWater Technology, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
DE / Deere & Company
CRWD / CrowdStrike Holdings, Inc.
ABBV / AbbVie Inc.
GE / General Electric Company
COP / ConocoPhillips
AVGO / Broadcom Inc.
MARA / MARA Holdings, Inc.
AVGO / Broadcom Inc. Call
IWM / iShares Trust - iShares Russell 2000 ETF Call
RITM / Rithm Capital Corp.
MTDR / Matador Resources Company
CRM / Salesforce, Inc.
CRM / Salesforce, Inc. Call
MCD / McDonald's Corporation
XOM / Exxon Mobil Corporation Put
MKTX / MarketAxess Holdings Inc.
STWD / Starwood Property Trust, Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
SPE / Special Opportunities Fund, Inc.
NEP / XPLR Infrastructure, LP - Limited Partnership
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
UTHR / United Therapeutics Corporation
IEP / Icahn Enterprises L.P.
LRCX / Lam Research Corporation
PTON / Peloton Interactive, Inc.
LYB / LyondellBasell Industries N.V.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
AMK / AssetMark Financial Holdings, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
PSA / Public Storage
MDLZ / Mondelez International, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ROK / Rockwell Automation, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
COF / Capital One Financial Corporation
SPG / Simon Property Group, Inc.
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
CL / Colgate-Palmolive Company Call
CL / Colgate-Palmolive Company
CWH / Camping World Holdings, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
OGE / OGE Energy Corp.
SCCO / Southern Copper Corporation
FCX / Freeport-McMoRan Inc.
TXN / Texas Instruments Incorporated
MPC / Marathon Petroleum Corporation
SCHW / The Charles Schwab Corporation
SCHW / The Charles Schwab Corporation Call
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
PRU / Prudential Financial, Inc.
MSCI / MSCI Inc.
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
EOG / EOG Resources, Inc.
GD / General Dynamics Corporation
GD / General Dynamics Corporation Call
PFF / iShares Trust - iShares Preferred and Income Securities ETF
TRV / The Travelers Companies, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IOVA / Iovance Biotherapeutics, Inc.
MO / Altria Group, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
OHI / Omega Healthcare Investors, Inc.
SBUX / Starbucks Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CVS / CVS Health Corporation
ACN / Accenture plc
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
HIMX / Himax Technologies, Inc. - Depositary Receipt (Common Stock)
HIMX / Himax Technologies, Inc. - Depositary Receipt (Common Stock) Call
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TRGP / Targa Resources Corp.
ULTA / Ulta Beauty, Inc.
UGP / Ultrapar Participações S.A. - Depositary Receipt (Common Stock)
APO / Apollo Global Management, Inc.
DHR / Danaher Corporation
BULZ / MicroSectors Solactive FANG Innovation 3X Leveraged ETNs due June 28, 2041 - Corporate Bond/Note
CVNA / Carvana Co. Call
CVNA / Carvana Co.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
CTXR / Citius Pharmaceuticals, Inc.
PRGS / Progress Software Corporation
BTZ / BlackRock Credit Allocation Income Trust
CFB / CrossFirst Bankshares, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SID / Companhia Siderúrgica Nacional - Depositary Receipt (Common Stock)
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
CPB / The Campbell's Company
EPR.PRC / EPR Properties - Preferred Stock
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
IHRT / iHeartMedia, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
EPR.PRE / EPR Properties - Preferred Stock
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
MPW / Medical Properties Trust, Inc.
EVGO / EVgo, Inc.
MSA / MSA Safety Incorporated
IYH / iShares Trust - iShares U.S. Healthcare ETF
QQQ / Invesco QQQ Trust, Series 1 Put
QQQ / Invesco QQQ Trust, Series 1
QQQ / Invesco QQQ Trust, Series 1 Call
DLR / Digital Realty Trust, Inc.
VKTX / Viking Therapeutics, Inc.
CMI / Cummins Inc.
DAL / Delta Air Lines, Inc.
EVRG / Evergy, Inc.
RTX / RTX Corporation
RTX / RTX Corporation Call
SOFI / SoFi Technologies, Inc.
NOW / ServiceNow, Inc.
HPQ / HP Inc.
IRM / Iron Mountain Incorporated
TJX / The TJX Companies, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AEP / American Electric Power Company, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ED / Consolidated Edison, Inc.
IDRV / iShares Trust - iShares Self-Driving EV and Tech ETF
CAVA / CAVA Group, Inc.
NVDU / Direxion Shares ETF Trust - Direxion Daily NVDA Bull 2X ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
TMO / Thermo Fisher Scientific Inc.
CB / Chubb Limited
JPM / JPMorgan Chase & Co.
T / AT&T Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
GILD / Gilead Sciences, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
BSJU / Invesco BulletShares 2030 High Yield Corporate Bond ETF
CAT / Caterpillar Inc.
IDNA / iShares Trust - iShares Genomics Immunology and Healthcare ETF
URI / United Rentals, Inc.
GLD / SPDR Gold Shares
GLD / SPDR Gold Shares Call
PSX / Phillips 66
NOC / Northrop Grumman Corporation
C.WSA / Citigroup, Inc.
NLY / Annaly Capital Management, Inc.
SMCI / Super Micro Computer, Inc.
SMCI / Super Micro Computer, Inc. Call
SCHWAB CHARLES FAMILY FD / AMT TAX FREE MNY (808515530)
FIGB / Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
MRO / Marathon Oil Corporation
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
AMRX / Amneal Pharmaceuticals, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
CMG / Chipotle Mexican Grill, Inc.
WES / Western Midstream Partners, LP - Limited Partnership
QCOM / QUALCOMM Incorporated
QCOM / QUALCOMM Incorporated Call
CROX / Crocs, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
QS / QuantumScape Corporation
DHI / D.R. Horton, Inc.
PANW / Palo Alto Networks, Inc.
PANW / Palo Alto Networks, Inc. Call
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
DIS / The Walt Disney Company
DIS / The Walt Disney Company Call
LOW / Lowe's Companies, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
CI / The Cigna Group
C / Citigroup Inc.
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
CSCO / Cisco Systems, Inc.
WMT / Walmart Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ABNB / Airbnb, Inc.
DUK / Duke Energy Corporation
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
CTVA / Corteva, Inc.
MAR / Marriott International, Inc.
BSJR / Invesco BulletShares 2027 High Yield Corporate Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
TMUS / T-Mobile US, Inc.
IDXX / IDEXX Laboratories, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
F / Ford Motor Company
PHM / PulteGroup, Inc.
NEE / NextEra Energy, Inc.
BAC / Bank of America Corporation
VKTX / Viking Therapeutics, Inc. Call
CTRA / Coterra Energy Inc.
GOOG / Alphabet Inc.
BXMT / Blackstone Mortgage Trust, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
RCL / Royal Caribbean Cruises Ltd.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
ENLC / EnLink Midstream, LLC
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
LCID / Lucid Group, Inc.
SO / The Southern Company
TXT / Textron Inc.
MS / Morgan Stanley
GNRC / Generac Holdings Inc.
QDTE / Roundhill ETF Trust - Roundhill Innovation-100 0DTE Covered Call Strategy ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
OKE / ONEOK, Inc.
TSCO / Tractor Supply Company
ET / Energy Transfer LP - Limited Partnership
PAYX / Paychex, Inc.
KR / The Kroger Co.
GOOG / Alphabet Inc. Call
NVS / Novartis AG - Depositary Receipt (Common Stock)
XYZ / Block, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
ENB / Enbridge Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BTAL / AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
WDAY / Workday, Inc.
CMCSA / Comcast Corporation
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
JNJ / Johnson & Johnson
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MCK / McKesson Corporation
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
WM / Waste Management, Inc.
RUM / Rumble Inc. Call
IVW / iShares Trust - iShares S&P 500 Growth ETF
IBB / iShares Trust - iShares Biotechnology ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
TYL / Tyler Technologies, Inc.
LUV / Southwest Airlines Co.
BSJV / Invesco BulletShares 2031 High Yield Corporate Bond ETF
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
WMB / The Williams Companies, Inc.
CGUS / Capital Group Core Equity ETF
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
UAA / Under Armour, Inc.
SMG / The Scotts Miracle-Gro Company
VLO / Valero Energy Corporation Call
NAD / Nuveen Quality Municipal Income Fund
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
DVN / Devon Energy Corporation
NGL / NGL Energy Partners LP - Limited Partnership
DOC / Healthpeak Properties, Inc.
UNP / Union Pacific Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
APA / APA Corporation
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
FIDI / Fidelity Covington Trust - Fidelity International High Dividend ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) Call
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
MAIN / Main Street Capital Corporation
PAYC / Paycom Software, Inc.
KMB / Kimberly-Clark Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
INTU / Intuit Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
HPE / Hewlett Packard Enterprise Company
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
PEP / PepsiCo, Inc.
VMO / Invesco Municipal Opportunity Trust
UFOX / ETF Series Solutions - Defiance AI & Connective Tech ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
V / Visa Inc.
LIN / Linde plc
YUM / Yum! Brands, Inc.
AFB / AllianceBernstein National Municipal Income Fund, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
NFLX / Netflix, Inc.
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
LLY / Eli Lilly and Company
UNH / UnitedHealth Group Incorporated
NUE / Nucor Corporation
NDSN / Nordson Corporation
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF Call
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
PH / Parker-Hannifin Corporation
CELH / Celsius Holdings, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
ADBE / Adobe Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
MHF / Western Asset Municipal High Income Fund Inc.
TSN / Tyson Foods, Inc.
SLVP / iShares, Inc. - iShares MSCI Global Silver and Metals Miners ETF
VCRB / Vanguard Malvern Funds - Vanguard Core Bond ETF
COP / ConocoPhillips Call
ACEL / Accel Entertainment, Inc.
CME / CME Group Inc.
XOM / Exxon Mobil Corporation
KO / The Coca-Cola Company
BBAR / Banco BBVA Argentina S.A. - Depositary Receipt (Common Stock)
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
GAB / The Gabelli Equity Trust Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
OWL / Blue Owl Capital Inc.
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
OC / Owens Corning
OPRA / Opera Limited - Depositary Receipt (Common Stock) Call
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
CGGO / Capital Group Global Growth Equity ETF
PM / Philip Morris International Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
AGNC / AGNC Investment Corp.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
OCGN / Ocugen, Inc.
GS / The Goldman Sachs Group, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
WWJD / Northern Lights Fund Trust IV - Inspire International ETF
SNEX / StoneX Group Inc.
CGBL / Capital Group Core Balanced ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
AMT / American Tower Corporation
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
ZTS / Zoetis Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
WFC / Wells Fargo & Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SPGI / S&P Global Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
OUNZ / VanEck Merk Gold ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
AMGN / Amgen Inc.
BXSL / Blackstone Secured Lending Fund
ADP / Automatic Data Processing, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
SYY / Sysco Corporation
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
MPLX / MPLX LP - Limited Partnership
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
CVX / Chevron Corporation
GLW / Corning Incorporated
ITW / Illinois Tool Works Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
TGT / Target Corporation
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
D / Dominion Energy, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
MUB / iShares Trust - iShares National Muni Bond ETF
AM / Antero Midstream Corporation
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
TGTX / TG Therapeutics, Inc.
PIM / Putnam Master Intermediate Income Trust
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BSJS / Invesco BulletShares 2028 High Yield Corporate Bond ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
RUM / Rumble Inc.
BA / The Boeing Company Call
DD / DuPont de Nemours, Inc.
SUN / Sunoco LP - Limited Partnership
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
CWENA / Clearway Energy Inc - Class A
MMM / 3M Company
ARCC / Ares Capital Corporation
ETN / Eaton Corporation plc
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
CALM / Cal-Maine Foods, Inc.
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
JPC / Nuveen Preferred & Income Opportunities Fund
HYT / BlackRock Corporate High Yield Fund, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
RJF / Raymond James Financial, Inc.
KNTK / Kinetik Holdings Inc.
BHK / BlackRock Core Bond Trust
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
VZ / Verizon Communications Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ONON / On Holding AG
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PG / The Procter & Gamble Company
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
BBRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI US REIT ETF
STZ / Constellation Brands, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
BROS / Dutch Bros Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AMAT / Applied Materials, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
BCAT / BlackRock Capital Allocation Term Trust
ADMA / ADMA Biologics, Inc.
PDI / PIMCO Dynamic Income Fund
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
O / Realty Income Corporation
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
CHKP / Check Point Software Technologies Ltd.
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
LNTH / Lantheus Holdings, Inc.
TSLL / Direxion Shares ETF Trust - Direxion Daily TSLA Bull 2X ETF
IAU / iShares Gold Trust
TD / The Toronto-Dominion Bank
KMI / Kinder Morgan, Inc.
PFN / PIMCO Income Strategy Fund II
EPD / Enterprise Products Partners L.P. - Limited Partnership
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
KEY / KeyCorp
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
THTA / Tidal Trust I - SoFi Enhanced Yield ETF
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
INTC / Intel Corporation
EBAY / eBay Inc.
XEL / Xcel Energy Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
BSJT / Invesco BulletShares 2029 High Yield Corporate Bond ETF
NERD / Listed Funds Trust - Roundhill Video Games ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF
HSY / The Hershey Company
PGR / The Progressive Corporation
BLDR / Builders FirstSource, Inc.
KDP / Keurig Dr Pepper Inc.
FRT / Federal Realty Investment Trust
ULTA / Ulta Beauty, Inc. Call
OPRA / Opera Limited - Depositary Receipt (Common Stock)
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF