Market Value5,100,873,394
Total Holdings803
File Date2024-08-14
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)
KBE / SPDR Series Trust - State Street SPDR S&P Bank ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
INTC / Intel Corporation
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
HD / The Home Depot, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
LLY / Eli Lilly and Company
RJF / Raymond James Financial, Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
NVT / nVent Electric plc
PSTG / Everpure, Inc.
V / Visa Inc.
KDP / Keurig Dr Pepper Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
COIN / Coinbase Global, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
IEV / iShares Trust - iShares Europe ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
NEM / Newmont Corporation
MSI / Motorola Solutions, Inc.
DD / DuPont de Nemours, Inc.
ORLY / O'Reilly Automotive, Inc.
MO / Altria Group, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
BLKB / Blackbaud, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
PNR / Pentair plc
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
CSCO / Cisco Systems, Inc.
KVUE / Kenvue Inc.
MMC / Marsh & McLennan Companies, Inc.
F / Ford Motor Company
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
MSTR / Strategy Inc
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
DOCU / DocuSign, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
NXPI / NXP Semiconductors N.V.
VHT / Vanguard World Fund - Vanguard Health Care ETF
RF / Regions Financial Corporation
RYC / Royal Bank of Canada
DELL / Dell Technologies Inc.
CMI / Cummins Inc.
MMT / MFS Multimarket Income Trust
CINF / Cincinnati Financial Corporation
USRT / iShares Trust - iShares Core U.S. REIT ETF
AMD / Advanced Micro Devices, Inc.
CSX / CSX Corporation
QVAL / EA Series Trust - Alpha Architect U.S. Quantitative Value ETF
AMP / Ameriprise Financial, Inc.
CRSP / CRISPR Therapeutics AG
NOW / ServiceNow, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
UBER / Uber Technologies, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
WMB / The Williams Companies, Inc.
TXN / Texas Instruments Incorporated
KO / The Coca-Cola Company
FCX / Freeport-McMoRan Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
MCHP / Microchip Technology Incorporated
RKLB / Rocket Lab Corporation
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
ALL / The Allstate Corporation
BK / The Bank of New York Mellon Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
BRK.A / Berkshire Hathaway Inc.
LAMR / Lamar Advertising Company
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
AVSU / American Century ETF Trust - Avantis Responsible U.S. Equity ETF
DUK / Duke Energy Corporation
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
CAH / Cardinal Health, Inc.
SHOP / Shopify Inc.
BKH / Black Hills Corporation
AMAT / Applied Materials, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
CANG / Cango Inc.
XHB / SPDR Series Trust - State Street SPDR S&P Homebuilders ETF
PLD / Prologis, Inc.
TJX / The TJX Companies, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
UNP / Union Pacific Corporation
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
SHW / The Sherwin-Williams Company
ECL / Ecolab Inc.
RTX / RTX Corporation
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
PSA / Public Storage
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
GIS / General Mills, Inc.
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
SO / The Southern Company
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
WEC / WEC Energy Group, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
PNC / The PNC Financial Services Group, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
GD / General Dynamics Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
USB / U.S. Bancorp
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF
AAPL / Apple Inc. Put
EMR / Emerson Electric Co.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
BMY / Bristol-Myers Squibb Company
ETN / Eaton Corporation plc
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
BDX / Becton, Dickinson and Company
ESGR / Enstar Group Limited
FDX / FedEx Corporation
MGMT / Unified Series Trust - Ballast Small/Mid Cap ETF
PSN / Parsons Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
MMM / 3M Company
GILD / Gilead Sciences, Inc.
ARMK / Aramark
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
THO / THOR Industries, Inc.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
GL / Globe Life Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
DG / Dollar General Corporation
ALLY / Ally Financial Inc.
GSBD / Goldman Sachs BDC, Inc.
CCI / Crown Castle Inc.
GEHC / GE HealthCare Technologies Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
JNJ / Johnson & Johnson
AON / Aon plc
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
NVDA / NVIDIA Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
CRWD / CrowdStrike Holdings, Inc.
WBD / Warner Bros. Discovery, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
LOW / Lowe's Companies, Inc.
MHK / Mohawk Industries, Inc.
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
OKE / ONEOK, Inc.
LNT / Alliant Energy Corporation
ISRG / Intuitive Surgical, Inc.
PLXS / Plexus Corp.
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
FSLR / First Solar, Inc.
NUE / Nucor Corporation
AWK / American Water Works Company, Inc.
MPWR / Monolithic Power Systems, Inc.
DVN / Devon Energy Corporation
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
VRT / Vertiv Holdings Co
LIN / Linde plc
NKE / NIKE, Inc.
IBIT / iShares Bitcoin Trust ETF
IIM / Invesco Value Municipal Income Trust
BAC / Bank of America Corporation
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
PFG / Principal Financial Group, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
HAL / Halliburton Company
FTF / Franklin Limited Duration Income Trust
PAYX / Paychex, Inc.
DHR / Danaher Corporation
CMCS.A / Comcast Corporation
VLO / Valero Energy Corporation
COST / Costco Wholesale Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
WAT / Waters Corporation
AAPL / Apple Inc.
GBX / The Greenbrier Companies, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
BBN / BlackRock Taxable Municipal Bond Trust
LAZR / Luminar Technologies, Inc.
PAI / Western Asset Investment Grade Income Fund Inc.
TELL / Tellurian Inc.
IGI / Western Asset Investment Grade Opportunity Trust Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
CBLS / Elevation Series Trust - Clough Hedged Equity ETF
CBSE / Elevation Series Trust - Clough Select Equity ETF
PKG / Packaging Corporation of America
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
MAA / Mid-America Apartment Communities, Inc.
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF
SLB / SLB N.V.
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
ARKK / ARK ETF Trust - ARK Innovation ETF
EGP / EastGroup Properties, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
GEV / GE Vernova Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CRM / Salesforce, Inc.
WM / Waste Management, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
HBAN / Huntington Bancshares Incorporated
FCNCA / First Citizens BancShares, Inc.
CP / Canadian Pacific Kansas City Limited
IVE / iShares Trust - iShares S&P 500 Value ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
INGR / Ingredion Incorporated
IWB / iShares Trust - iShares Russell 1000 ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
GRID / First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index
GWW / W.W. Grainger, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
DPG / Duff & Phelps Utility and Infrastructure Fund Inc.
JPM / JPMorgan Chase & Co.
TRMK / Trustmark Corporation
QCOM / QUALCOMM Incorporated
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
ABBV / AbbVie Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
PFLD / ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF
IWV / iShares Trust - iShares Russell 3000 ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
STT / State Street Corporation
EXC / Exelon Corporation
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
ADI / Analog Devices, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GPN / Global Payments Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SKM / SK Telecom Co., Ltd. - Depositary Receipt (Common Stock)
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
EW / Edwards Lifesciences Corporation
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
CBRE / CBRE Group, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
WY / Weyerhaeuser Company
USFD / US Foods Holding Corp.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
ADP / Automatic Data Processing, Inc.
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
KHC / The Kraft Heinz Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
ROK / Rockwell Automation, Inc.
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
META / Meta Platforms, Inc.
UNH / UnitedHealth Group Incorporated
PANW / Palo Alto Networks, Inc.
PCH / PotlatchDeltic Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
SOXX / iShares Trust - iShares Semiconductor ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
KOPN / Kopin Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
PALC / Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
MA / Mastercard Incorporated
LABORATORY CORP AMER HLDGS / (50540R409)
PGR / The Progressive Corporation
JHS / John Hancock Income Securities Trust
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
CME / CME Group Inc.
BNREA / Brookfield Reinsurance Ltd (Exchangeable Shares, Non Voting) - Class A-1
XAR / SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF
DGX / Quest Diagnostics Incorporated
AMZN / Amazon.com, Inc.
CHTR / Charter Communications, Inc.
NSC / Norfolk Southern Corporation
CSL / Carlisle Companies Incorporated
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CARR / Carrier Global Corporation
MDT / Medtronic plc
IRM / Iron Mountain Incorporated
SPY / State Street SPDR S&P 500 ETF Trust
NEA / Nuveen AMT-Free Quality Municipal Income Fund
GLW / Corning Incorporated
MRK / Merck & Co., Inc.
KLAC / KLA Corporation
TT / Trane Technologies plc
MVF / BlackRock MuniVest Fund, Inc.
HPQ / HP Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
CVS / CVS Health Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
FE / FirstEnergy Corp.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
ED / Consolidated Edison, Inc.
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
GE / General Electric Company
XEL / Xcel Energy Inc.
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
GOOG / Alphabet Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
JBLU / JetBlue Airways Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SBI / Western Asset Intermediate Muni Fund Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
PEP / PepsiCo, Inc.
TMO / Thermo Fisher Scientific Inc.
RNST / Renasant Corporation
PSX / Phillips 66
T / AT&T Inc.
SJT / San Juan Basin Royalty Trust
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SNOW / Snowflake Inc.
PLUG / Plug Power Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
INFY / Infosys Limited - Depositary Receipt (Common Stock)
ITW / Illinois Tool Works Inc.
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
WTRG / Essential Utilities, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
OMC / Omnicom Group Inc.
TEQI / T.Rowe Price Exchange-Traded Funds, Inc - T. Rowe Price Equity Income ETF
EHC / Encompass Health Corporation
AXP / American Express Company
EIM / Eaton Vance Municipal Bond Fund
ETR / Entergy Corporation
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
VMC / Vulcan Materials Company
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
ARCC / Ares Capital Corporation
CTAS / Cintas Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
ROM / ProShares Trust - ProShares Ultra Technology
TTD / The Trade Desk, Inc.
CVX / Chevron Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
NOC / Northrop Grumman Corporation
YUM / Yum! Brands, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
VKTX / Viking Therapeutics, Inc.
S / SentinelOne, Inc.
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
ELV / Elevance Health, Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
DE / Deere & Company
KKR / KKR & Co. Inc.
ACGL / Arch Capital Group Ltd.
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
QSR / Restaurant Brands International Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SYK / Stryker Corporation
OEF / iShares Trust - iShares S&P 100 ETF
ENB / Enbridge Inc.
PRU / Prudential Financial, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
TXT / Textron Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
WPC / W. P. Carey Inc.
UPS / United Parcel Service, Inc.
CB / Chubb Limited
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
FANG / Diamondback Energy, Inc.
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
AZO / AutoZone, Inc.
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
TFC / Truist Financial Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ADBE / Adobe Inc.
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
PHYS / Sprott Physical Gold Trust
FDS / FactSet Research Systems Inc.
MRVL / Marvell Technology, Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
GM / General Motors Company
WAB / Westinghouse Air Brake Technologies Corporation
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
EFT / Eaton Vance Floating-Rate Income Trust
JCI / Johnson Controls International plc
MKC / McCormick & Company, Incorporated
WFC / Wells Fargo & Company
ABT / Abbott Laboratories
INDY / iShares Trust - iShares India 50 ETF
CAG / Conagra Brands, Inc.
PNW / Pinnacle West Capital Corporation
HON / Honeywell International Inc.
MSFT / Microsoft Corporation
SPXC / SPX Technologies, Inc.
IVT / InvenTrust Properties Corp.
PLTR / Palantir Technologies Inc.
SJNK / SPDR Series Trust - State Street SPDR Bloomberg Short Term High Yield Bond ETF
WMT / Walmart Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
INDA / iShares Trust - iShares MSCI India ETF
EQIX / Equinix, Inc.
ORCL / Oracle Corporation
IXN / iShares Trust - iShares Global Tech ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
PECO / Phillips Edison & Company, Inc.
CNI / Canadian National Railway Company
MCK / McKesson Corporation
BRK.A / Berkshire Hathaway Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
DHI / D.R. Horton, Inc.
MAS / Masco Corporation
TSCO / Tractor Supply Company
AVDE / American Century ETF Trust - Avantis International Equity ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
AMGN / Amgen Inc.
NUSI / NEOS ETF Trust - NEOS Nasdaq-100 Hedged Equity Income ETF
EDIV / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Dividend ETF
NAD / Nuveen Quality Municipal Income Fund
HUBB / Hubbell Incorporated
SVAL / iShares Trust - iShares US Small Cap Value Factor ETF
RHI / Robert Half Inc.
ACLS / Axcelis Technologies, Inc.
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
CACC / Credit Acceptance Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
INTU / Intuit Inc.
CTRA / Coterra Energy Inc.
IVAL / EA Series Trust - Alpha Architect International Quantitative Value ETF
C.WSA / Citigroup, Inc.
VGM / Invesco Trust for Investment Grade Municipals
LHX / L3Harris Technologies, Inc.
EVV / Eaton Vance Limited Duration Income Fund
LRCX / Lam Research Corporation
SON / Sonoco Products Company
MS / Morgan Stanley
MPC / Marathon Petroleum Corporation
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
NTRS / Northern Trust Corporation
C / Citigroup Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
UFOX / ETF Series Solutions - Defiance AI & Connective Tech ETF
FIS / Fidelity National Information Services, Inc.
PPG / PPG Industries, Inc.
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
DAL / Delta Air Lines, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
OXY / Occidental Petroleum Corporation
RSF / RiverNorth Capital and Income Fund, Inc.
TSLA / Tesla, Inc.
BKNG / Booking Holdings Inc.
PR / Permian Resources Corporation
PYPL / PayPal Holdings, Inc.
MDLZ / Mondelez International, Inc.
CLX / The Clorox Company
DIS / The Walt Disney Company
ABCB / Ameris Bancorp
KR / The Kroger Co.
NEE / NextEra Energy, Inc.
RSG / Republic Services, Inc.
AGNC / AGNC Investment Corp.
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
HEI / HEICO Corporation
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
IXC / iShares Trust - iShares Global Energy ETF
ACVF / ETF Opportunities Trust - American Conservative Values ETF
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IYT / iShares Trust - iShares U.S. Transportation ETF
SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
SLV / iShares Silver Trust
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
BSX / Boston Scientific Corporation
SNV / Synovus Financial Corp.
CTSH / Cognizant Technology Solutions Corporation
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
SMLV / SPDR Series Trust - State Street SPDR US Small Cap Low Volatility Index ETF
BN / Brookfield Corporation
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IOO / iShares Trust - iShares Global 100 ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
GPC / Genuine Parts Company
TIP / iShares Trust - iShares TIPS Bond ETF
IXG / iShares Trust - iShares Global Financials ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
BMI / Badger Meter, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
IQI / Invesco Quality Municipal Income Trust
MET / MetLife, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF
LMT / Lockheed Martin Corporation
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
K / Kellanova
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ACN / Accenture plc
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MKL / Markel Group Inc.
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
PPL / PPL Corporation
FISV / Fiserv, Inc.
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
CSHI / NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF
ICE / Intercontinental Exchange, Inc.
KMB / Kimberly-Clark Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
EWL / iShares, Inc. - iShares MSCI Switzerland ETF
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
CEG / Constellation Energy Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
IRT / Independence Realty Trust, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
ROKU / Roku, Inc.
SER / Serina Therapeutics, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
AKAM / Akamai Technologies, Inc.
APD / Air Products and Chemicals, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
D / Dominion Energy, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
CEMB / iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF
IDXX / IDEXX Laboratories, Inc.
MCO / Moody's Corporation
NPK / National Presto Industries, Inc.
SPGI / S&P Global Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
CMG / Chipotle Mexican Grill, Inc.
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
HSY / The Hershey Company
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
SSB / SouthState Bank Corporation
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
CTVA / Corteva, Inc.
DKNG / DraftKings Inc.
ANET / Arista Networks, Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
SBUX / Starbucks Corporation
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
WRK / WestRock Company
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
EXR / Extra Space Storage Inc.
HAE / Haemonetics Corporation
TMP / Tompkins Financial Corporation
PFE / Pfizer Inc.
NI / NiSource Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
CAT / Caterpillar Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BA / The Boeing Company
CCEP N / Coca-Cola Europacific Partners PLC
ROL / Rollins, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
VZ / Verizon Communications Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
IBM / International Business Machines Corporation
NTNX / Nutanix, Inc.
NFLX / Netflix, Inc.
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
DLTR / Dollar Tree, Inc.
LAD / Lithia Motors, Inc.
SPMB / SPDR Series Trust - State Street SPDR Portfolio Mortgage Backed Bond ETF
DUSA / Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
VRTX / Vertex Pharmaceuticals Incorporated
JSCP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF
O / Realty Income Corporation
DOL / WisdomTree Trust - WisdomTree True Developed International Fund
BIBL / Northern Lights Fund Trust IV - Inspire 100 ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
MBB / iShares Trust - iShares MBS ETF
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MAR / Marriott International, Inc.
WELL / Welltower Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
AMT / American Tower Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
AFL / Aflac Incorporated
ON / ON Semiconductor Corporation
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
PSLV / Sprott Physical Silver Trust
KMI / Kinder Morgan, Inc.
PCAR / PACCAR Inc
GME / GameStop Corp.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
STZ / Constellation Brands, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
KMX / CarMax, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
TDY / Teledyne Technologies Incorporated
BCRX / BioCryst Pharmaceuticals, Inc.
ROP / Roper Technologies, Inc.
EBAY / eBay Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FERG / Ferguson Enterprises Inc.
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
CHRW / C.H. Robinson Worldwide, Inc.
SLVM / Sylvamo Corporation
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
AEP / American Electric Power Company, Inc.
EA / Electronic Arts Inc.
APH / Amphenol Corporation
CQQQ / Invesco Exchange-Traded Fund Trust II - Invesco China Technology ETF
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
EVRG / Evergy, Inc.
FINX / Global X Funds - Global X FinTech ETF
KXI / iShares Trust - iShares Global Consumer Staples ETF
PXD / Pioneer Natural Resources Company
SPLB / SPDR Series Trust - State Street SPDR Portfolio Long Term Corporate Bond ETF
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
MINO / PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
IDV / iShares Trust - iShares International Select Dividend ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
NUKZ / Exchange Traded Concepts Trust - Range Nuclear Renaissance Index ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CLOI / VanEck ETF Trust - VanEck CLO ETF
DOW / Dow Inc.
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
UCBI / United Community Banks, Inc.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
PBT / Permian Basin Royalty Trust
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
HUMA / Humacyte, Inc.
BDJ / BlackRock Enhanced Equity Dividend Trust
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
FSK / FS KKR Capital Corp.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
CL / Colgate-Palmolive Company
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
MCD / McDonald's Corporation
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
FICO / Fair Isaac Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
XOM / Exxon Mobil Corporation
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
GLD / SPDR Gold Shares
MU / Micron Technology, Inc.
SYY / Sysco Corporation
OZK / Bank OZK
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
PRA / ProAssurance Corporation
ABNB / Airbnb, Inc.
COP / ConocoPhillips
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
JMM / Nuveen Multi-Market Income Fund
SFNC / Simmons First National Corporation
IP / International Paper Company
NBB / Nuveen Taxable Municipal Income Fund
QQQ / Invesco QQQ Trust, Series 1
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
TRV / The Travelers Companies, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MHI / Pioneer Municipal High Income Fund, Inc.
J / Jacobs Solutions Inc.
TMUS / T-Mobile US, Inc.
SFBS / ServisFirst Bancshares, Inc.
AVY / Avery Dennison Corporation
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
MELI / MercadoLibre, Inc.
FGM / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Germany AlphaDEX Fund
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
ILCV / iShares Trust - iShares Morningstar Value ETF
SPRE / Tidal Trust I - SP Funds S&P Global REIT Sharia ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
ANSS / ANSYS, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
GOOGL / Alphabet Inc.
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
ADTN / ADTRAN Holdings, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IAU / iShares Gold Trust
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ET / Energy Transfer LP - Limited Partnership
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
BBDC / Barings BDC, Inc.
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
THQ / Abrdn Healthcare Opportunities Fund
SPGM / SPDR Index Shares Funds - State Street SPDR Portfolio MSCI Global Stock Market ETF
PG / The Procter & Gamble Company
GS / The Goldman Sachs Group, Inc.
PM / Philip Morris International Inc.
AVGO / Broadcom Inc.
QUBT / Quantum Computing Inc.
CI / The Cigna Group
RGTI / Rigetti Computing, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
TGT / Target Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SCHW / The Charles Schwab Corporation
MLM / Martin Marietta Materials, Inc.
VERB / Verb Technology Company, Inc.
SSBK / Southern States Bancshares, Inc.
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
DVY / iShares Trust - iShares Select Dividend ETF