Market Value1,309,897,000
Total Holdings563
File Date2022-04-07
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)
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
CFG / Citizens Financial Group, Inc.
EXR / Extra Space Storage Inc.
ROP / Roper Technologies, Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
SNAP / Snap Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
LAD / Lithia Motors, Inc.
GIS / General Mills, Inc.
NBTB / NBT Bancorp Inc.
KEY / KeyCorp
APH / Amphenol Corporation
WAL / Western Alliance Bancorporation
VFC / V.F. Corporation
NWL / Newell Brands Inc.
KO / The Coca-Cola Company
FANG / Diamondback Energy, Inc.
IRT / Independence Realty Trust, Inc.
USB / U.S. Bancorp
CLH / Clean Harbors, Inc.
BWA / BorgWarner Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
AAPL / Apple Inc.
GOOGL / Alphabet Inc.
COST / Costco Wholesale Corporation
PIPR / Piper Sandler Companies
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
AEM / Agnico Eagle Mines Limited
NUAN / Nuance Communications Inc
CURLF / Curaleaf Holdings, Inc.
C.WSA / Citigroup, Inc.
ORCL / Oracle Corporation
TSCO / Tractor Supply Company
FITB / Fifth Third Bancorp
MCCK / Mestek, Inc.
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
EXP / Eagle Materials Inc.
ESI / Element Solutions Inc
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
CGNX / Cognex Corporation
FRC / First Republic Bank
SWKS / Skyworks Solutions, Inc.
HUBS / HubSpot, Inc.
STWD / Starwood Property Trust, Inc.
PCTY / Paylocity Holding Corporation
GBCI / Glacier Bancorp, Inc.
BMY / Bristol-Myers Squibb Company
FIVE / Five Below, Inc.
ILMN / Illumina, Inc.
AMT / American Tower Corporation
PLNT / Planet Fitness, Inc.
ETR / Entergy Corporation
HAIN / The Hain Celestial Group, Inc.
WST / West Pharmaceutical Services, Inc.
EWL / iShares, Inc. - iShares MSCI Switzerland ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
WMT / Walmart Inc.
HPQ / HP Inc.
LLY / Eli Lilly and Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PNFP / Pinnacle Financial Partners, Inc.
BR / Broadridge Financial Solutions, Inc.
JLL / Jones Lang LaSalle Incorporated
KEYS / Keysight Technologies, Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
PEG / Public Service Enterprise Group Incorporated
WCN / Waste Connections, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
ZBH / Zimmer Biomet Holdings, Inc.
OTIS / Otis Worldwide Corporation
EVH / Evolent Health, Inc.
ROCK / Gibraltar Industries, Inc.
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
AMADF / Amadeus IT Group, S.A.
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
VEEV / Veeva Systems Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
TIP / iShares Trust - iShares TIPS Bond ETF
CPB / The Campbell's Company
GNRC / Generac Holdings Inc.
APAM / Artisan Partners Asset Management Inc.
PSA / Public Storage
TECH / Bio-Techne Corporation
LCID / Lucid Group, Inc.
ARMK / Aramark
SRPT / Sarepta Therapeutics, Inc.
PANW / Palo Alto Networks, Inc.
OSBC / Old Second Bancorp, Inc.
CMG / Chipotle Mexican Grill, Inc.
TMO / Thermo Fisher Scientific Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
/ DNB BANK ASA-ADR
SYNH / Syneos Health Inc - Class A
RCRUY / Recruit Holdings Co., Ltd. - Depositary Receipt (Common Stock)
MBB / iShares Trust - iShares MBS ETF
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
THRM / Gentherm Incorporated
SIEGY / Siemens Aktiengesellschaft - Depositary Receipt (Common Stock)
FTDR / Frontdoor, Inc.
BIO / Bio-Rad Laboratories, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
GMED / Globus Medical, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
BHPLF / BHP Group Limited
RIVN / Rivian Automotive, Inc.
VWDRY / Vestas Wind Systems A/S - Depositary Receipt (Common Stock)
DASTY / Dassault Systèmes SE - Depositary Receipt (Common Stock)
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
YAMCY / Yamaha Corp
RYH / Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Health Care ETF
HAUZ / DBX ETF Trust - Xtrackers International Real Estate ETF
FERG / Ferguson Enterprises Inc.
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
BWX / SPDR Series Trust - State Street SPDR Bloomberg International Treasury Bond ETF
KBCSY / KBC Group NV - Depositary Receipt (Common Stock)
EVRG / Evergy, Inc.
SLVM / Sylvamo Corporation
CSB / Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
BLKB / Blackbaud, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
DMRS / Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF
MRAAY / Murata Manufacturing Co., Ltd. - Depositary Receipt (Common Stock)
FOXA / Fox Corporation
CPRT / Copart, Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
ROAD / Construction Partners, Inc.
VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral
CRNC / Cerence Inc.
ASAZY / ASSA ABLOY AB (publ) - Depositary Receipt (Common Stock)
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
IAA / IAA Inc
VLKPF / Volkswagen AG - Preferred Stock
RGA / Reinsurance Group of America, Incorporated
DVN / Devon Energy Corporation
FIZZ / National Beverage Corp.
LII / Lennox International Inc.
AWI / Armstrong World Industries, Inc.
SNDL / SNDL Inc.
BAMH / Brookfield Finance Inc - 4.625% NT REDEEM 16/10/2080 USD 25
SLF / Sun Life Financial Inc.
WOLF / Wolfspeed, Inc.
DD / DuPont de Nemours, Inc.
QQQ / Invesco QQQ Trust, Series 1
ANSS / ANSYS, Inc.
BIIB / Biogen Inc.
NVR / NVR, Inc.
ARW / Arrow Electronics, Inc.
ABT / Abbott Laboratories
THO / THOR Industries, Inc.
EMR / Emerson Electric Co.
RPD / Rapid7, Inc.
DIOD / Diodes Incorporated
NVDA / NVIDIA Corporation
MTN / Vail Resorts, Inc.
FIS / Fidelity National Information Services, Inc.
POTX / Global X Funds - Global X Cannabis ETF
EW / Edwards Lifesciences Corporation
BLO / Cannabix Technologies Inc.
KWR / Quaker Chemical Corporation
WM / Waste Management, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
ACHC / Acadia Healthcare Company, Inc.
NCR / NCR Corp.
POWI / Power Integrations, Inc.
PRI / Primerica, Inc.
RMD / ResMed Inc.
TER / Teradyne, Inc.
SWK / Stanley Black & Decker, Inc.
DCI / Donaldson Company, Inc.
TTC / The Toro Company
RBA / RB Global, Inc.
MANH / Manhattan Associates, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
UMPQ / Umpqua Holdings Corp
US7846351044 / SPX Corp
NVST / Envista Holdings Corporation
XRAY / DENTSPLY SIRONA Inc.
LEN / Lennar Corporation
WDAY / Workday, Inc.
GS.PRK / The Goldman Sachs Group, Inc. - Preferred Stock
RJF / Raymond James Financial, Inc.
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
EEFT / Euronet Worldwide, Inc.
SBUX / Starbucks Corporation
DKILF / Daikin Industries,Ltd.
FNF / Fidelity National Financial, Inc.
TSLA / Tesla, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
LTHM / Livent Corporation
HSIC / Henry Schein, Inc.
ORAN / Orange S.A. - Depositary Receipt (Common Stock)
SEIC / SEI Investments Company
TMX / Terminix Global Holdings Inc
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
CM / Canadian Imperial Bank of Commerce
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
TXG / 10x Genomics, Inc.
SMG / The Scotts Miracle-Gro Company
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
WOLTF / Wolters Kluwer N.V.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SAUHY / Straumann Holding AG - Depositary Receipt (Common Stock)
WAB / Westinghouse Air Brake Technologies Corporation
KGSPY / Kingspan Group plc - Depositary Receipt (Common Stock)
HGH / Hartford Financial Services Group Inc. - FXDFR DB REDEEM 15/04/2042 USD 25
CALM / Cal-Maine Foods, Inc.
ZYXI / Zynex, Inc.
WTRG / Essential Utilities, Inc.
SBNY / Signature Bank
BRO / Brown & Brown, Inc.
K / Kellanova
ISRG / Intuitive Surgical, Inc.
SPWR / SunPower Inc.
FISV / Fiserv, Inc.
IP / International Paper Company
FAST / Fastenal Company
WDFC / WD-40 Company
IHI / iShares Trust - iShares U.S. Medical Devices ETF
EGP / EastGroup Properties, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
TTNDF / Techtronic Industries Company Limited
ALNY / Alnylam Pharmaceuticals, Inc.
LNTH / Lantheus Holdings, Inc.
LW / Lamb Weston Holdings, Inc.
ZURVY / Zurich Insurance Group AG - Depositary Receipt (Common Stock)
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
AMWL / American Well Corporation
LH / Labcorp Holdings Inc.
EBAY / eBay Inc.
ZBRA / Zebra Technologies Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
PFH / Prudential Financial, Inc. - Corporate Bond/Note
PAYC / Paycom Software, Inc.
IFNNF / Infineon Technologies AG
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
NUGT / Direxion Shares ETF Trust - Direxion Daily Gold Miners Index Bull 2X ETF
AKAM / Akamai Technologies, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
WFC / Wells Fargo & Company
DIS / The Walt Disney Company
TJX / The TJX Companies, Inc.
UTG / Reaves Utility Income Fund
EWC / iShares, Inc. - iShares MSCI Canada ETF
CNI / Canadian National Railway Company
BRKS / Brooks Automation, Inc.
EVTC / EVERTEC, Inc.
TFX / Teleflex Incorporated
GEVO / Gevo, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
CERN / Cerner Corp.
DORM / Dorman Products, Inc.
TMP / Tompkins Financial Corporation
FSS / Federal Signal Corporation
GPN / Global Payments Inc.
PPL / PPL Corporation
ABB / ABB Ltd. - ADR
IDXX / IDEXX Laboratories, Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
AVY / Avery Dennison Corporation
BURL / Burlington Stores, Inc.
DFS / Discover Financial Services
PHM / PulteGroup, Inc.
CARR / Carrier Global Corporation
LKQ / LKQ Corporation
COLM / Columbia Sportswear Company
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
LRCX / Lam Research Corporation
AYI / Acuity Inc.
SYIEF / Symrise AG
WEC / WEC Energy Group, Inc.
ALGM / Allegro MicroSystems, Inc.
DTE / DTE Energy Company
BBY / Best Buy Co., Inc.
OGN / Organon & Co.
GGG / Graco Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
MCHP / Microchip Technology Incorporated
CTLT / Catalent, Inc.
EAF / GrafTech International Ltd.
PKG / Packaging Corporation of America
CSCO / Cisco Systems, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
CRH / CRH plc
INSG / Inseego Corp.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
AIG / American International Group, Inc.
QRVO / Qorvo, Inc.
SKYW / SkyWest, Inc.
KHC / The Kraft Heinz Company
PEP / PepsiCo, Inc.
SNPS / Synopsys, Inc.
SCI / Service Corporation International
EXPO / Exponent, Inc.
DKS / DICK'S Sporting Goods, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
EA / Electronic Arts Inc.
ZTS / Zoetis Inc.
LBRDK / Liberty Broadband Corporation
NXPI / NXP Semiconductors N.V.
INTC / Intel Corporation
DBSDY / DBS Group Holdings Ltd - Depositary Receipt (Common Stock)
ENB / Enbridge Inc.
LHX / L3Harris Technologies, Inc.
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
PFE / Pfizer Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
AWK / American Water Works Company, Inc.
BKR / Baker Hughes Company
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
CRL / Charles River Laboratories International, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
PII / Polaris Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
QS / QuantumScape Corporation
POOL / Pool Corporation
UNH / UnitedHealth Group Incorporated
FFIN / First Financial Bankshares, Inc.
CRM / Salesforce, Inc.
PM / Philip Morris International Inc.
VZ / Verizon Communications Inc.
CP / Canadian Pacific Kansas City Limited
TD / The Toronto-Dominion Bank
NEP / XPLR Infrastructure, LP - Limited Partnership
LIN / Linde plc
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
WRB / W. R. Berkley Corporation
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
IRM / Iron Mountain Incorporated
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
HUBB / Hubbell Incorporated
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
ICE / Intercontinental Exchange, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
LTC / LTC Properties, Inc.
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
CBSH / Commerce Bancshares, Inc.
GPC / Genuine Parts Company
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
CVCO / Cavco Industries, Inc.
EL / The Estée Lauder Companies Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
RBC / RBC Bearings Incorporated
FDS / FactSet Research Systems Inc.
SEAC / SeaChange International, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
AMG / Affiliated Managers Group, Inc.
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
NVS / Novartis AG - Depositary Receipt (Common Stock)
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
IEX / IDEX Corporation
WSM / Williams-Sonoma, Inc.
CAG / Conagra Brands, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
CAT / Caterpillar Inc.
LEA / Lear Corporation
GOOG / Alphabet Inc.
SRE / Sempra
AXP / American Express Company
AMGN / Amgen Inc.
IAU / iShares Gold Trust
BAX / Baxter International Inc.
PSFE / Paysafe Limited
CHH / Choice Hotels International, Inc.
TRMB / Trimble Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
FHN / First Horizon Corporation
RLI / RLI Corp.
JKHY / Jack Henry & Associates, Inc.
BFLY / Butterfly Network, Inc.
CMPGY / Compass Group PLC - Depositary Receipt (Common Stock)
BSCM / Invesco Capital Management LLC - Invesco BulletShares 2022 Corporate Bond ETF
SV4 / SVB Financial Group
CDW / CDW Corporation
ATLCY / Atlas Copco AB (publ) - Depositary Receipt (Common Stock)
ENTG / Entegris, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
MPWR / Monolithic Power Systems, Inc.
MTD / Mettler-Toledo International Inc.
ATR / AptarGroup, Inc.
CDNS / Cadence Design Systems, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
CE / Celanese Corporation
RHHBY / Roche Holding AG - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SQ / Block, Inc.
HZNP / Horizon Therapeutics Plc
CME / CME Group Inc.
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
ALL / The Allstate Corporation
DOV / Dover Corporation
JNJ / Johnson & Johnson
FDX / FedEx Corporation
HLT / Hilton Worldwide Holdings Inc.
TT / Trane Technologies plc
KMI / Kinder Morgan, Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
TGT / Target Corporation
AZO / AutoZone, Inc.
TXRH / Texas Roadhouse, Inc.
ROK / Rockwell Automation, Inc.
ECL / Ecolab Inc.
DE / Deere & Company
RS / Reliance, Inc.
XYL / Xylem Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
PXD / Pioneer Natural Resources Company
DPZ / Domino's Pizza, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
MO / Altria Group, Inc.
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
HCC / Warrior Met Coal, Inc.
SUI / Sun Communities, Inc.
AIN / Albany International Corp.
WSO / Watsco, Inc.
CSL / Carlisle Companies Incorporated
SHEL / Shell plc - Depositary Receipt (Common Stock)
TXT / Textron Inc.
GAFFX / Growth Fund Of America - Growth Fund of America - Class F-3
ON / ON Semiconductor Corporation
SLAB / Silicon Laboratories Inc.
QCOM / QUALCOMM Incorporated
EOG / EOG Resources, Inc.
UNP / Union Pacific Corporation
KCDMY / Kimberly-Clark de México, S. A. B. de C. V. - Depositary Receipt (Common Stock)
AAGIY / AIA Group Limited - Depositary Receipt (Common Stock)
UNIT / Uniti Group Inc.
RUN / Sunrun Inc.
ETN / Eaton Corporation plc
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
CTAS / Cintas Corporation
NFLX / Netflix, Inc.
INTU / Intuit Inc.
AMP / Ameriprise Financial, Inc.
ADBE / Adobe Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
PLD / Prologis, Inc.
DHR / Danaher Corporation
CHD / Church & Dwight Co., Inc.
AMKR / Amkor Technology, Inc.
ADM / Archer-Daniels-Midland Company
ACN / Accenture plc
ORLY / O'Reilly Automotive, Inc.
LOW / Lowe's Companies, Inc.
MDLZ / Mondelez International, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
SBGSY / Schneider Electric S.E. - Depositary Receipt (Common Stock)
RPM / RPM International Inc.
YUM / Yum! Brands, Inc.
GD / General Dynamics Corporation
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
DAR / Darling Ingredients Inc.
NUE / Nucor Corporation
IR / Ingersoll Rand Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
LSTR / Landstar System, Inc.
DG / Dollar General Corporation
NDAQ / Nasdaq, Inc.
MOH / Molina Healthcare, Inc.
SGMO / Sangamo Therapeutics, Inc.
UTHR / United Therapeutics Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
HSY / The Hershey Company
ULTA / Ulta Beauty, Inc.
NTR / Nutrien Ltd.
PH / Parker-Hannifin Corporation
NEE / NextEra Energy, Inc.
KD / Kyndryl Holdings, Inc.
ADYEY / Adyen N.V. - Depositary Receipt (Common Stock)
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
MORN / Morningstar, Inc.
BA / The Boeing Company
MMC / Marsh & McLennan Companies, Inc.
PPLT / abrdn Platinum ETF Trust - abrdn Physical Platinum Shares ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
NWYF / Northway Financial, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
PCAR / PACCAR Inc
LVMUY / LVMH Moët Hennessy - Louis Vuitton, Société Européenne - Depositary Receipt (Common Stock)
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
IT / Gartner, Inc.
RDNT / RadNet, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
FXC / Invesco CurrencyShares Canadian Dollar Trust
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
KMX / CarMax, Inc.
TYL / Tyler Technologies, Inc.
SCHW / The Charles Schwab Corporation
PNC / The PNC Financial Services Group, Inc.
BDX / Becton, Dickinson and Company
NDSN / Nordson Corporation
D / Dominion Energy, Inc.
T.PRC / AT&T Inc. - Preferred Stock
VLO / Valero Energy Corporation
ELV / Elevance Health, Inc.
GM / General Motors Company
HD / The Home Depot, Inc.
SO / The Southern Company
MKC / McCormick & Company, Incorporated
MET / MetLife, Inc.
TXN / Texas Instruments Incorporated
TBI / TrueBlue, Inc.
TSN / Tyson Foods, Inc.
CI / The Cigna Group
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
FCN / FTI Consulting, Inc.
CTVA / Corteva, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VTRS / Viatris Inc.
STE / STERIS plc
BAH / Booz Allen Hamilton Holding Corporation
SHW / The Sherwin-Williams Company
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
ABBV / AbbVie Inc.
FLEX / Flex Ltd.
MTB / M&T Bank Corporation
EMN / Eastman Chemical Company
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
AVGO / Broadcom Inc.
SLB / SLB N.V.
CVS / CVS Health Corporation
TROW / T. Rowe Price Group, Inc.
ATVI / Activision Blizzard Inc
CCI / Crown Castle Inc.
CL / Colgate-Palmolive Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
MCK / McKesson Corporation
BMI / Badger Meter, Inc.
CB / Chubb Limited
AME / AMETEK, Inc.
CSX / CSX Corporation
MMM / 3M Company
JCI / Johnson Controls International plc
VRTX / Vertex Pharmaceuticals Incorporated
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
DEO / Diageo plc - Depositary Receipt (Common Stock)
AWF / AllianceBernstein Global High Income Fund
MCD / McDonald's Corporation
APD / Air Products and Chemicals, Inc.
CRSP / CRISPR Therapeutics AG
V / Visa Inc.
MKL / Markel Group Inc.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
AON / Aon plc
DOW / Dow Inc.
BAC / Bank of America Corporation
SJM / The J. M. Smucker Company
PG / The Procter & Gamble Company
EVER / EverQuote, Inc.
CVX / Chevron Corporation
COP / ConocoPhillips
HBAN / Huntington Bancshares Incorporated
ARE / Alexandria Real Estate Equities, Inc.
VRSK / Verisk Analytics, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
LZAGY / Lonza Group AG - Depositary Receipt (Common Stock)
ALLE / Allegion plc
NKE / NIKE, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
VTV / Vanguard Index Funds - Vanguard Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
RSG / Republic Services, Inc.
LBRDA / Liberty Broadband Corporation
DUK / Duke Energy Corporation
ADP / Automatic Data Processing, Inc.
HON / Honeywell International Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
MA / Mastercard Incorporated
CINF / Cincinnati Financial Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
PSX / Phillips 66
CFR / Cullen/Frost Bankers, Inc.
SYK / Stryker Corporation
HXL / Hexcel Corporation
CMS / CMS Energy Corporation
WEX / WEX Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
MDT / Medtronic plc
STZ / Constellation Brands, Inc.
HLI / Houlihan Lokey, Inc.
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
C / Citigroup Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SITE / SiteOne Landscape Supply, Inc.
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
IBM / International Business Machines Corporation
CMI / Cummins Inc.
TEL / TE Connectivity plc
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
SYY / Sysco Corporation
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
GLW / Corning Incorporated
URI / United Rentals, Inc.
NSC / Norfolk Southern Corporation
IQV / IQVIA Holdings Inc.
JBHT / J.B. Hunt Transport Services, Inc.
WBA / Walgreens Boots Alliance, Inc.
LMT / Lockheed Martin Corporation
TRV / The Travelers Companies, Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
AMAT / Applied Materials, Inc.
F / Ford Motor Company
MRNA / Moderna, Inc.
JPM / JPMorgan Chase & Co.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SNOW / Snowflake Inc.
ITW / Illinois Tool Works Inc.
XOM / Exxon Mobil Corporation
PYPL / PayPal Holdings, Inc.
MRK / Merck & Co., Inc.
SPY / State Street SPDR S&P 500 ETF Trust
AMZN / Amazon.com, Inc.
WHR / Whirlpool Corporation
MS / Morgan Stanley
RIOT / Riot Platforms, Inc.
BX / Blackstone Inc.
HUM / Humana Inc.
RTX / RTX Corporation
ADI / Analog Devices, Inc.
ELAN / Elanco Animal Health Incorporated
ES / Eversource Energy
META / Meta Platforms, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
GE / General Electric Company
IVV / iShares Trust - iShares Core S&P 500 ETF
UPS / United Parcel Service, Inc.
BRK.B / Berkshire Hathaway Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
CMCSA / Comcast Corporation
GLD / SPDR Gold Shares
PLUG / Plug Power Inc.
MAR / Marriott International, Inc.