Market Value8,014,574,379
Total Holdings559
File Date2024-11-08
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)
PII / Polaris Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
V / Visa Inc.
MPC / Marathon Petroleum Corporation
NSC / Norfolk Southern Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
BFB / Brown-Forman Corp. - Class B
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
AVY / Avery Dennison Corporation
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
GDIV / Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
FCX / Freeport-McMoRan Inc.
LH / Labcorp Holdings Inc.
ROP / Roper Technologies, Inc.
COO / The Cooper Companies, Inc.
PANW / Palo Alto Networks, Inc.
YUM / Yum! Brands, Inc.
MMC / Marsh & McLennan Companies, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
SRE / Sempra
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
A / Agilent Technologies, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
UBER / Uber Technologies, Inc.
MU / Micron Technology, Inc.
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
HAP / VanEck ETF Trust - VanEck Natural Resources ETF
H / Hyatt Hotels Corporation
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
ADBE / Adobe Inc.
SCHW / The Charles Schwab Corporation
SNOW / Snowflake Inc.
MAR / Marriott International, Inc.
AZO / AutoZone, Inc.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MRVL / Marvell Technology, Inc.
XRT / SPDR Series Trust - SPDR S&P Retail ETF
GILD / Gilead Sciences, Inc.
DASH / DoorDash, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
DD / DuPont de Nemours, Inc.
DELL / Dell Technologies Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
GD / General Dynamics Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ORCL / Oracle Corporation
MBB / iShares Trust - iShares MBS ETF
MTD / Mettler-Toledo International Inc.
AMD / Advanced Micro Devices, Inc.
MRK / Merck & Co., Inc.
MAA / Mid-America Apartment Communities, Inc.
PRU / Prudential Financial, Inc.
TLRY / Tilray Brands, Inc.
DOW / Dow Inc.
ICE / Intercontinental Exchange, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
BDX / Becton, Dickinson and Company
DE / Deere & Company
ELV / Elevance Health, Inc.
AMP / Ameriprise Financial, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
KHC / The Kraft Heinz Company
TRV / The Travelers Companies, Inc.
MCHP / Microchip Technology Incorporated
IYE / iShares Trust - iShares U.S. Energy ETF
LOW / Lowe's Companies, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
UNH / UnitedHealth Group Incorporated
LMT / Lockheed Martin Corporation
AMZN / Amazon.com, Inc.
TER / Teradyne, Inc.
COST / Costco Wholesale Corporation
TDG / TransDigm Group Incorporated
CELH / Celsius Holdings, Inc.
PAYX / Paychex, Inc.
ABT / Abbott Laboratories
CVS / CVS Health Corporation
BKNG / Booking Holdings Inc.
TSLA / Tesla, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
AXP / American Express Company
MSFT / Microsoft Corporation
ADI / Analog Devices, Inc.
APP / AppLovin Corporation
JNJ / Johnson & Johnson
APD / Air Products and Chemicals, Inc.
BALL / Ball Corporation
XYL / Xylem Inc.
UPS / United Parcel Service, Inc.
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
FR / First Industrial Realty Trust, Inc.
CDW / CDW Corporation
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
JCI / Johnson Controls International plc
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SOXX / iShares Trust - iShares Semiconductor ETF
PLAB / Photronics, Inc.
MREO / Mereo BioPharma Group plc - Depositary Receipt (Common Stock)
VRT / Vertiv Holdings Co
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
MRNA / Moderna, Inc.
NUE / Nucor Corporation
SF / Stifel Financial Corp.
PRPH / ProPhase Labs, Inc.
BAC / Bank of America Corporation
IAU / iShares Gold Trust
UNG / United States Natural Gas Fund, LP - Limited Partnership
MDLZ / Mondelez International, Inc.
EWI / iShares, Inc. - iShares MSCI Italy ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
CSX / CSX Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
EWQ / iShares, Inc. - iShares MSCI France ETF
WTMF / WisdomTree Trust - WisdomTree Managed Futures Strategy Fund
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
SCJ / iShares, Inc. - iShares MSCI Japan Small-Cap ETF
HDV / iShares Trust - iShares Core High Dividend ETF
NYT / The New York Times Company
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
VMC / Vulcan Materials Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
OKE / ONEOK, Inc.
PFE / Pfizer Inc.
WCN / Waste Connections, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
CHPT / ChargePoint Holdings, Inc.
EVLV / Evolv Technologies Holdings, Inc.
BFA / Brown-Forman Corp. - Class A
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
FFLG / Fidelity Covington Trust - Fidelity Fundamental Large Cap Growth ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
JPM / JPMorgan Chase & Co.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
CMI / Cummins Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
TTD / The Trade Desk, Inc.
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
O / Realty Income Corporation
AIG / American International Group, Inc.
TGT / Target Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
FDX / FedEx Corporation
GOOG / Alphabet Inc.
CSCO / Cisco Systems, Inc.
MCD / McDonald's Corporation
PEG / Public Service Enterprise Group Incorporated
MO / Altria Group, Inc.
SOLV / Solventum Corporation
ZBH / Zimmer Biomet Holdings, Inc.
SHW / The Sherwin-Williams Company
TXN / Texas Instruments Incorporated
UNP / Union Pacific Corporation
MMM / 3M Company
USB / U.S. Bancorp
QCOM / QUALCOMM Incorporated
ACN / Accenture plc
ZTS / Zoetis Inc.
SBUX / Starbucks Corporation
MCO / Moody's Corporation
DOV / Dover Corporation
IYY / iShares Trust - iShares Dow Jones U.S. ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
GM / General Motors Company
STX / Seagate Technology Holdings plc
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
MET / MetLife, Inc.
ITW / Illinois Tool Works Inc.
LLY / Eli Lilly and Company
IBB / iShares Trust - iShares Biotechnology ETF
SPOT / Spotify Technology S.A.
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
BK / The Bank of New York Mellon Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SHEN / Shenandoah Telecommunications Company
WES / Western Midstream Partners, LP - Limited Partnership
IXN / iShares Trust - iShares Global Tech ETF
SBR / Sabine Royalty Trust
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
CARR / Carrier Global Corporation
BHVN / Biohaven Ltd.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
PCAR / PACCAR Inc
DIS / The Walt Disney Company
GOOGL / Alphabet Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
REGN / Regeneron Pharmaceuticals, Inc.
AMAT / Applied Materials, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
EXEL / Exelixis, Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
MSI / Motorola Solutions, Inc.
MQY / BlackRock MuniYield Quality Fund, Inc.
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SPGI / S&P Global Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
PEP / PepsiCo, Inc.
LIN / Linde plc
EWU / iShares Trust - iShares MSCI United Kingdom ETF
SVM / Silvercorp Metals Inc.
HON / Honeywell International Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
GNRC / Generac Holdings Inc.
GS / The Goldman Sachs Group, Inc.
FMDE / Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
DHR / Danaher Corporation
PSX / Phillips 66
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
XOM / Exxon Mobil Corporation
GE / General Electric Company
HCA / HCA Healthcare, Inc.
BA / The Boeing Company
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
IAG / IAMGOLD Corporation
NEM / Newmont Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
C.WSA / Citigroup, Inc.
LRCX / Lam Research Corporation
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
TTGT / TechTarget, Inc.
TRTY / Cambria ETF Trust - Cambria Trinity ETF
NAD / Nuveen Quality Municipal Income Fund
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ROST / Ross Stores, Inc.
DDOG / Datadog, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
D / Dominion Energy, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
EWP / iShares, Inc. - iShares MSCI Spain ETF
CBRE / CBRE Group, Inc.
CEG / Constellation Energy Corporation
IDXX / IDEXX Laboratories, Inc.
LFUS / Littelfuse, Inc.
BR / Broadridge Financial Solutions, Inc.
KMI / Kinder Morgan, Inc.
C / Citigroup Inc.
CSGP / CoStar Group, Inc.
GLW / Corning Incorporated
NDAQ / Nasdaq, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
JLL / Jones Lang LaSalle Incorporated
IGOV / iShares Trust - iShares International Treasury Bond ETF
ATO / Atmos Energy Corporation
NOC / Northrop Grumman Corporation
IBM / International Business Machines Corporation
AFL / Aflac Incorporated
AKAM / Akamai Technologies, Inc.
QTRX / Quanterix Corporation
ONB / Old National Bancorp
ROK / Rockwell Automation, Inc.
TMUS / T-Mobile US, Inc.
ORLY / O'Reilly Automotive, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
MS / Morgan Stanley
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
OIH / VanEck ETF Trust - VanEck Oil Services ETF
FI / Fiserv, Inc.
TMO / Thermo Fisher Scientific Inc.
NYF / iShares Trust - iShares New York Muni Bond ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
PYPL / PayPal Holdings, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
NVMI / Nova Ltd.
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
CMF / iShares Trust - iShares California Muni Bond ETF
TIP / iShares Trust - iShares TIPS Bond ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
T / AT&T Inc.
PM / Philip Morris International Inc.
OEF / iShares Trust - iShares S&P 100 ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FTNT / Fortinet, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
CCL / Carnival Corporation & plc
FPRO / Fidelity Covington Trust - Fidelity Real Estate Investment ETF
ED / Consolidated Edison, Inc.
TDVG / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
DUK / Duke Energy Corporation
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
RTX / RTX Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
VLO / Valero Energy Corporation
CNI / Canadian National Railway Company
KMB / Kimberly-Clark Corporation
DAL / Delta Air Lines, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
META / Meta Platforms, Inc.
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
EXC / Exelon Corporation
CB / Chubb Limited
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
BSM / Black Stone Minerals, L.P. - Limited Partnership
IWD / iShares Trust - iShares Russell 1000 Value ETF
GLD / SPDR Gold Trust
DOC / Healthpeak Properties, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
LEN / Lennar Corporation
ILCG / iShares Trust - iShares Morningstar Growth ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
NVR / NVR, Inc.
GEHC / GE HealthCare Technologies Inc.
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CRWD / CrowdStrike Holdings, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
ULTA / Ulta Beauty, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
WMT / Walmart Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
GEV / GE Vernova Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
AVB / AvalonBay Communities, Inc.
ATR / AptarGroup, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
CRM / Salesforce, Inc.
AEP / American Electric Power Company, Inc.
APH / Amphenol Corporation
CL / Colgate-Palmolive Company
ABBV / AbbVie Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
LPX / Louisiana-Pacific Corporation
INTU / Intuit Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MIY / BlackRock MuniYield Michigan Quality Fund, Inc.
EMHC / SPDR Series Trust - SPDR Bloomberg Emerging Markets USD Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
MA / Mastercard Incorporated
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
EFR / Eaton Vance Senior Floating-Rate Trust
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ADP / Automatic Data Processing, Inc.
WDAY / Workday, Inc.
NTR / Nutrien Ltd.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
MDT / Medtronic plc
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CVX / Chevron Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
DRI / Darden Restaurants, Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
OWNS / Quaker Investment Trust - CCM Affordable Housing MBS ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
SNA / Snap-on Incorporated
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
PLD / Prologis, Inc.
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
CMCSA / Comcast Corporation
RBLX / Roblox Corporation
RY / Royal Bank of Canada
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
SFM / Sprouts Farmers Market, Inc.
EW / Edwards Lifesciences Corporation
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
FCOR / Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IYF / iShares Trust - iShares U.S. Financials ETF
OKTA / Okta, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
NHC / National HealthCare Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CTAS / Cintas Corporation
WEC / WEC Energy Group, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
BRK.B / Berkshire Hathaway Inc.
NTRS / Northern Trust Corporation
AME / AMETEK, Inc.
RSG / Republic Services, Inc.
COP / ConocoPhillips
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
HSY / The Hershey Company
COIN / Coinbase Global, Inc.
WMB / The Williams Companies, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
AVGO / Broadcom Inc.
EMXF / iShares Trust - iShares ESG Advanced MSCI EM ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
CTVA / Corteva, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
KO / The Coca-Cola Company
NOW / ServiceNow, Inc.
AAPL / Apple Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IWB / iShares Trust - iShares Russell 1000 ETF
SYK / Stryker Corporation
PG / The Procter & Gamble Company
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
MFM / MFS Municipal Income Trust
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
SPY / SPDR S&P 500 ETF
EBAY / eBay Inc.
ECL / Ecolab Inc.
QQQ / Invesco QQQ Trust, Series 1
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
BMY / Bristol-Myers Squibb Company
SO / The Southern Company
XEL / Xcel Energy Inc.
AEM / Agnico Eagle Mines Limited
TPL / Texas Pacific Land Corporation
WM / Waste Management, Inc.
PSTG / Pure Storage, Inc.
CMG / Chipotle Mexican Grill, Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
AMGN / Amgen Inc.
CHD / Church & Dwight Co., Inc.
M / Macy's, Inc.
VLTO / Veralto Corporation
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
CLF / Cleveland-Cliffs Inc.
DHI / D.R. Horton, Inc.
HUM / Humana Inc.
IRM / Iron Mountain Incorporated
HBI / Hanesbrands Inc.
NVDA / NVIDIA Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
CME / CME Group Inc.
MELI / MercadoLibre, Inc.
NKE / NIKE, Inc.
SWKS / Skyworks Solutions, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
WBA / Walgreens Boots Alliance, Inc.
XHS / SPDR Series Trust - SPDR S&P Health Care Services ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
PEN / Penumbra, Inc.
HD / The Home Depot, Inc.
F / Ford Motor Company
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
FTV / Fortive Corporation
PSA / Public Storage
VZ / Verizon Communications Inc.
PLTM / GraniteShares Platinum Trust
CYBN / Cybin Inc.
WDC / Western Digital Corporation
NYCB / Flagstar Financial, Inc.
BIIB / Biogen Inc.
CDNS / Cadence Design Systems, Inc.
OWL / Blue Owl Capital Inc.
MLM / Martin Marietta Materials, Inc.
COR / Cencora, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
BRK.A / Berkshire Hathaway Inc.
NFLX / Netflix, Inc.
TJX / The TJX Companies, Inc.
CAT / Caterpillar Inc.
GPC / Genuine Parts Company
GSG / iShares S&P GSCI Commodity-Indexed Trust
FSLR / First Solar, Inc.
BX / Blackstone Inc.
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
PGR / The Progressive Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
OTIS / Otis Worldwide Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
AMT / American Tower Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
WFC / Wells Fargo & Company
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
DPZ / Domino's Pizza, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CEMB / iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
PFF / iShares Trust - iShares Preferred and Income Securities ETF
DVY / iShares Trust - iShares Select Dividend ETF
CI / The Cigna Group
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VRTX / Vertex Pharmaceuticals Incorporated
INTC / Intel Corporation
GIS / General Mills, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
EMR / Emerson Electric Co.
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
BSX / Boston Scientific Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
NEE / NextEra Energy, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ETN / Eaton Corporation plc
HST / Host Hotels & Resorts, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
PINS / Pinterest, Inc.
ET / Energy Transfer LP - Limited Partnership
CCEP / Coca-Cola Europacific Partners PLC
ABNB / Airbnb, Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
IWM / iShares Trust - iShares Russell 2000 ETF
ISRG / Intuitive Surgical, Inc.
BBWI / Bath & Body Works, Inc.
KLAC / KLA Corporation
EMSF / Matthews International Funds - Matthews Emerging Markets Sustainable Future Active ETF
XPH / SPDR Series Trust - SPDR S&P Pharmaceuticals ETF
HAL / Halliburton Company
CRNX / Crinetics Pharmaceuticals, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
URI / United Rentals, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF