Market Value505,568,534
Total Holdings363
File Date2025-02-24
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)
WAT / Waters Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
CSCO / Cisco Systems, Inc.
NLY / Annaly Capital Management, Inc.
PLUG / Plug Power Inc.
KO / The Coca-Cola Company
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
EL / The Estée Lauder Companies Inc.
ORCL / Oracle Corporation
TBUX / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF
NEE / NextEra Energy, Inc.
AVGO / Broadcom Inc.
IBM / International Business Machines Corporation
AMAT / Applied Materials, Inc.
JPM / JPMorgan Chase & Co.
PEP / PepsiCo, Inc.
ARCC / Ares Capital Corporation
FDX / FedEx Corporation
CVX / Chevron Corporation
PLTR / Palantir Technologies Inc.
MARA / MARA Holdings, Inc.
TGT / Target Corporation
T / AT&T Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
UPS / United Parcel Service, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
ADBE / Adobe Inc.
MAIN / Main Street Capital Corporation
TMO / Thermo Fisher Scientific Inc.
TROW / T. Rowe Price Group, Inc.
ROKU / Roku, Inc.
ILMN / Illumina, Inc.
BMY / Bristol-Myers Squibb Company
GOOGL / Alphabet Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
MDT / Medtronic plc
COST / Costco Wholesale Corporation
LMT / Lockheed Martin Corporation
CPRT / Copart, Inc.
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
SPY / State Street SPDR S&P 500 ETF Trust
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
DE / Deere & Company
COIN / Coinbase Global, Inc.
WMT / Walmart Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
GAIN / Gladstone Investment Corporation
ANET / Arista Networks, Inc.
MA / Mastercard Incorporated
UNH / UnitedHealth Group Incorporated
TSLA / Tesla, Inc.
ORLY / O'Reilly Automotive, Inc.
CMG / Chipotle Mexican Grill, Inc.
VKTX / Viking Therapeutics, Inc.
CLSK / CleanSpark, Inc.
SHOP / Shopify Inc.
NFLX / Netflix, Inc.
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
INTC / Intel Corporation
AMD / Advanced Micro Devices, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
ISRG / Intuitive Surgical, Inc.
HOOD / Robinhood Markets, Inc.
META / Meta Platforms, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BKAG / BNY Mellon ETF Trust - BNY Mellon Core Bond ETF
MU / Micron Technology, Inc.
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June
V / Visa Inc.
NRG / NRG Energy, Inc.
APDOL / MidCap Financial Investment Corporation
BAC / Bank of America Corporation
WPM / Wheaton Precious Metals Corp.
AAPL / Apple Inc.
MO / Altria Group, Inc.
MPWR / Monolithic Power Systems, Inc.
CTAS / Cintas Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
EMR / Emerson Electric Co.
CVS / CVS Health Corporation
QJUN / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - June
COP / ConocoPhillips
TMUS / T-Mobile US, Inc.
AFL / Aflac Incorporated
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PINS / Pinterest, Inc.
SPGI / S&P Global Inc.
D / Dominion Energy, Inc.
DG / Dollar General Corporation
WBA / Walgreens Boots Alliance, Inc.
PTBD / Pacer Funds Trust - Pacer Trendpilot US Bond ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
BARK / BARK, Inc.
HCMT / Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
SMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May
MVT / BlackRock MuniVest Fund II, Inc.
FTNT / Fortinet, Inc.
AAP / Advance Auto Parts, Inc.
DAL / Delta Air Lines, Inc.
HON / Honeywell International Inc.
GRID / First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index
TCPC / BlackRock TCP Capital Corp.
ZTS / Zoetis Inc.
FUBO / FuboTV Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
CGDV / Capital Group Dividend Value ETF
IXN / iShares Trust - iShares Global Tech ETF
OBDC / Blue Owl Capital Corporation
DBL / DoubleLine Opportunistic Credit Fund
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
OSCV / ETF Series Solutions - Opus Small Cap Value ETF
BX / Blackstone Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
APO / Apollo Global Management, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MBB / iShares Trust - iShares MBS ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
SNPS / Synopsys, Inc.
CAT / Caterpillar Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
XYZ / Block, Inc.
KMB / Kimberly-Clark Corporation
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
INTU / Intuit Inc.
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
EYLD / Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
GSBD / Goldman Sachs BDC, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
BR / Broadridge Financial Solutions, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
RSJN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Equal Weight Buffer ETF - June
PDI / PIMCO Dynamic Income Fund
STRV / EA Series Trust - Strive 500 ETF
ACIO / ETF Series Solutions - Aptus Collared Investment Opportunity ETF
IEP / Icahn Enterprises L.P.
CGXU / Capital Group International Focus Equity ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
MSFT / Microsoft Corporation
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
CBSH / Commerce Bancshares, Inc.
BXSL / Blackstone Secured Lending Fund
SBUX / Starbucks Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BA / The Boeing Company
RTX / RTX Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FITB / Fifth Third Bancorp
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
REFI / Chicago Atlantic Real Estate Finance, Inc.
CGGR / Capital Group Growth ETF
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
HDMV / First Trust Exchange-Traded Fund III-First Trust Horizon Managed Volatility Developed Int ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ARDC / Ares Dynamic Credit Allocation Fund, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
GD / General Dynamics Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
KGS / Kodiak Gas Services, Inc.
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
VZ / Verizon Communications Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
BALI / BlackRock ETF Trust - iShares U.S. Large Cap Premium Income Active ETF
FCTR / First Trust Exchange-Traded Fund - First Trust Lunt U.S. Factor Rotation ETF
HWM / Howmet Aerospace Inc.
SPG / Simon Property Group, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
TWLO / Twilio Inc.
MMM / 3M Company
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund
STWD / Starwood Property Trust, Inc.
CPNG / Coupang, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PG / The Procter & Gamble Company
IVE / iShares Trust - iShares S&P 500 Value ETF
LOW / Lowe's Companies, Inc.
BLNK / Blink Charging Co.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
UAL / United Airlines Holdings, Inc.
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
MNDY / monday.com Ltd.
KHC / The Kraft Heinz Company
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
NBOS / Neuberger Berman ETF Trust - Neuberger Option Strategy ETF
JPMB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
IWL / iShares Trust - iShares Russell Top 200 ETF
DVY / iShares Trust - iShares Select Dividend ETF
CMCS.A / Comcast Corporation
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
FDHY / Fidelity Covington Trust - Fidelity Enhanced High Yield ETF
AES / The AES Corporation
TFC / Truist Financial Corporation
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
RC / Ready Capital Corporation
SOUN / SoundHound AI, Inc.
ETSY / Etsy, Inc.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
NET / Cloudflare, Inc.
FSK / FS KKR Capital Corp.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ABT / Abbott Laboratories
CGBD / Carlyle Secured Lending, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
KHPI / Managed Portfolio Series - Kensington Hedged Premium Income ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
TDVG / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
NOC / Northrop Grumman Corporation
BCSF / Bain Capital Specialty Finance, Inc.
SEIM / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
DUK / Duke Energy Corporation
ROP / Roper Technologies, Inc.
QQQ / Invesco QQQ Trust, Series 1
FYLD / Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF
GOOG / Alphabet Inc.
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
QCOM / QUALCOMM Incorporated
MSMR / ETF Series Solutions - McElhenny Sheffield Managed Risk ETF
PM / Philip Morris International Inc.
DPG / Duff & Phelps Utility and Infrastructure Fund Inc.
EMDV / ProShares Trust - ProShares MSCI Emerging Markets Dividend Growers ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DDLS / WisdomTree Trust - WisdomTree Dynamic International SmallCap Equity Fund
SO / The Southern Company
KR / The Kroger Co.
KMI / Kinder Morgan, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
DIS / The Walt Disney Company
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
BK / The Bank of New York Mellon Corporation
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
CRWD / CrowdStrike Holdings, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
SEIV / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
JUCY / ETF Series Solutions - Aptus Enhanced Yield ETF
PWR / Quanta Services, Inc.
ADME / ETF Series Solutions - Aptus Drawdown Managed Equity ETF
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
AMGN / Amgen Inc.
FANG / Diamondback Energy, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
CINF / Cincinnati Financial Corporation
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
RLY / SPDR Series Trust - State Street Multi-Asset Real Return ETF
PFE / Pfizer Inc.
GE / General Electric Company
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
AMT / American Tower Corporation
CRM / Salesforce, Inc.
GBDC / Golub Capital BDC, Inc.
PGR / The Progressive Corporation
ICVT / iShares Trust - iShares Convertible Bond ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
HUSV / First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
TOTR / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SEIE / SEI Exchange Traded Funds - SEI Select International Equity ETF
BLK / BlackRock, Inc.
JNJ / Johnson & Johnson
HTRB / Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF
LLY / Eli Lilly and Company
BKNG / Booking Holdings Inc.
LCG / Northern Lights Fund Trust IV - Sterling Capital Focus Equity ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
ENB / Enbridge Inc.
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
MRK / Merck & Co., Inc.
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
DRSK / ETF Series Solutions - Aptus Defined Risk ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
HD / The Home Depot, Inc.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
SUN / Sunoco LP - Limited Partnership
CION / CION Investment Corporation
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
DOCU / DocuSign, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
CHE / Chemed Corporation
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Growth Fund
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
VICI / VICI Properties Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
NTSX / WisdomTree Trust - WisdomTree U.S. Efficient Core Fund
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
BRK.B / Berkshire Hathaway Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
GS / The Goldman Sachs Group, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
WM / Waste Management, Inc.
FLTB / Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
MUB / iShares Trust - iShares National Muni Bond ETF
DGRE / WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
FIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
DSL / DoubleLine Income Solutions Fund
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
SDGR / Schrödinger, Inc.
CGUS / Capital Group Core Equity ETF
MCD / McDonald's Corporation
KLAC / KLA Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
SPGM / SPDR Index Shares Funds - State Street SPDR Portfolio MSCI Global Stock Market ETF
XOM / Exxon Mobil Corporation
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
GME / GameStop Corp.
USRT / iShares Trust - iShares Core U.S. REIT ETF
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
WINN / Harbor ETF Trust - Harbor Long-Term Growers ETF
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
BBY / Best Buy Co., Inc.
IDUB / ETF Series Solutions - Aptus International Enhanced Yield ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
HDV / iShares Trust - iShares Core High Dividend ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
TEL / TE Connectivity plc
NEM / Newmont Corporation
UBER / Uber Technologies, Inc.
PYPL / PayPal Holdings, Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
AMZN / Amazon.com, Inc.
LTPZ / PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
HYZD / WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
OCSL / Oaktree Specialty Lending Corporation
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
ET / Energy Transfer LP - Limited Partnership
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CGGO / Capital Group Global Growth Equity ETF
DHR / Danaher Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
FEPI / ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF
CGBL / Capital Group Core Balanced ETF
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
TRV / The Travelers Companies, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
SPHY / SPDR Series Trust - State Street SPDR Portfolio High Yield Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
AMOM / Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
NVDA / NVIDIA Corporation