Market Value1,162,814,377
Total Holdings520
File Date2024-01-10
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)
EQIX / Equinix, Inc.
BKH / Black Hills Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CVCO / Cavco Industries, Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
FICO / Fair Isaac Corporation
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
FNY / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fund
LDSF / First Trust Exchange-Traded Fund VIII - First Trust Low Duration Strategic Focus ETF
UBER / Uber Technologies, Inc.
WFC / Wells Fargo & Company
GSST / Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Bond ETF
HXL / Hexcel Corporation
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
BSMN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Municipal Bond ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
LH / Labcorp Holdings Inc.
NG / NovaGold Resources Inc.
NAC / Nuveen California Quality Municipal Income Fund
OC / Owens Corning
ALTL / Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
PCK / PIMCO California Municipal Income Fund II
ROK / Rockwell Automation, Inc.
MA / Mastercard Incorporated
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
SDC / Smiledirectclub Inc - Class A
BLD / TopBuild Corp.
UL / Unilever PLC - Depositary Receipt (Common Stock)
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
VIS / Vanguard World Fund - Vanguard Industrials ETF
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
ICLR / ICON Public Limited Company
STE / STERIS plc
ALC / Alcon Inc.
TEL / TE Connectivity plc
FLEX / Flex Ltd.
EFSC / Enterprise Financial Services Corp
DUK / Duke Energy Corporation
BSX / Boston Scientific Corporation
PXD / Pioneer Natural Resources Company
HON / Honeywell International Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
APTV / Aptiv PLC
AFL / Aflac Incorporated
AXP / American Express Company
URI / United Rentals, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
DVN / Devon Energy Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MDLZ / Mondelez International, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
PSX / Phillips 66
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
CAT / Caterpillar Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
JPM / JPMorgan Chase & Co.
FLRT / Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
CTRA / Coterra Energy Inc.
UNP / Union Pacific Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
NFLX / Netflix, Inc.
VLO / Valero Energy Corporation
BRK.A / Berkshire Hathaway Inc.
GOOGL / Alphabet Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
NOC / Northrop Grumman Corporation
GWW / W.W. Grainger, Inc.
PTY / PIMCO Corporate & Income Opportunity Fund
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
LPLA / LPL Financial Holdings Inc.
DE / Deere & Company
ILCG / iShares Trust - iShares Morningstar Growth ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
GLD / SPDR Gold Trust
HIPS / GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF
BAC / Bank of America Corporation
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
MPC / Marathon Petroleum Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
CB / Chubb Limited
GEN / Gen Digital Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
DIS / The Walt Disney Company
SO / The Southern Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
OKE / ONEOK, Inc.
QEFA / SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF
AWK / American Water Works Company, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ET / Energy Transfer LP - Limited Partnership
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
CVS / CVS Health Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
AMT / American Tower Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
NEE / NextEra Energy, Inc.
T / AT&T Inc.
CRM / Salesforce, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
AMD / Advanced Micro Devices, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
CGXU / Capital Group International Focus Equity ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SLV / iShares Silver Trust
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
LUMN / Lumen Technologies, Inc.
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
CEF / Sprott Physical Gold and Silver Trust
CSX / CSX Corporation
GILD / Gilead Sciences, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
DOV / Dover Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
JNJ / Johnson & Johnson
D / Dominion Energy, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
WBD / Warner Bros. Discovery, Inc.
MDT / Medtronic plc
CHWY / Chewy, Inc.
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
MET / MetLife, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
TGT / Target Corporation
ENB / Enbridge Inc.
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
HD / The Home Depot, Inc.
SYY / Sysco Corporation
MU / Micron Technology, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CSWC / Capital Southwest Corporation
CSCO / Cisco Systems, Inc.
SR / Spire Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MRK / Merck & Co., Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
BA / The Boeing Company
COST / Costco Wholesale Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SPG / Simon Property Group, Inc.
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
PRU / Prudential Financial, Inc.
AMZN / Amazon.com, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
WM / Waste Management, Inc.
F / Ford Motor Company
VZ / Verizon Communications Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
NVDA / NVIDIA Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
KO / The Coca-Cola Company
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
BNS / The Bank of Nova Scotia
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
LMT / Lockheed Martin Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
GME / GameStop Corp.
TTEK / Tetra Tech, Inc.
KEYS / Keysight Technologies, Inc.
JXN / Jackson Financial Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
BX / Blackstone Inc.
DHI / D.R. Horton, Inc.
META / Meta Platforms, Inc.
SPY / SPDR S&P 500 ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
AVGO / Broadcom Inc.
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
DG / Dollar General Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
IVV / iShares Trust - iShares Core S&P 500 ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
TSLA / Tesla, Inc.
LOW / Lowe's Companies, Inc.
LIN / Linde plc
GE / General Electric Company
C / Citigroup Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SRE / Sempra
LNG / Cheniere Energy, Inc.
CMCSA / Comcast Corporation
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
DOW / Dow Inc.
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
QCOM / QUALCOMM Incorporated
MBB / iShares Trust - iShares MBS ETF
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
TXN / Texas Instruments Incorporated
SHOP / Shopify Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
BRK.B / Berkshire Hathaway Inc.
HAL / Halliburton Company
PH / Parker-Hannifin Corporation
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
ORLY / O'Reilly Automotive, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
CBRE / CBRE Group, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
ICE / Intercontinental Exchange, Inc.
BDX / Becton, Dickinson and Company
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
WST / West Pharmaceutical Services, Inc.
WPC / W. P. Carey Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
MDB / MongoDB, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BEN / Franklin Resources, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IWL / iShares Trust - iShares Russell Top 200 ETF
ED / Consolidated Edison, Inc.
PNNT / PennantPark Investment Corporation
OEF / iShares Trust - iShares S&P 100 ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
USB / U.S. Bancorp
IDHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
MPWR / Monolithic Power Systems, Inc.
NXPI / NXP Semiconductors N.V.
MSCI / MSCI Inc.
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
PHK / PIMCO High Income Fund
QQQ / Invesco QQQ Trust, Series 1
AAPL / Apple Inc.
NIE / Virtus Equity & Convertible Income Fund
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
SENS / Senseonics Holdings, Inc.
PEP / PepsiCo, Inc.
MO / Altria Group, Inc.
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
GOOG / Alphabet Inc.
MTDR / Matador Resources Company
IWD / iShares Trust - iShares Russell 1000 Value ETF
KR / The Kroger Co.
PNC / The PNC Financial Services Group, Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
MS / Morgan Stanley
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
TGI / Triumph Group, Inc.
INTU / Intuit Inc.
ULTA / Ulta Beauty, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
CL / Colgate-Palmolive Company
EVRG / Evergy, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
FDX / FedEx Corporation
UPS / United Parcel Service, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
NML / Neuberger Berman Energy Infrastructure and Income Fund Inc.
PFE / Pfizer Inc.
NKE / NIKE, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
ETN / Eaton Corporation plc
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
FCX / Freeport-McMoRan Inc.
ATO / Atmos Energy Corporation
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
MMM / 3M Company
O / Realty Income Corporation
GD / General Dynamics Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
FANG / Diamondback Energy, Inc.
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
GNRC / Generac Holdings Inc.
PM / Philip Morris International Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
PDM / Piedmont Realty Trust, Inc.
DKNG / DraftKings Inc.
FSK / FS KKR Capital Corp.
INTC / Intel Corporation
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
OCSL / Oaktree Specialty Lending Corporation
BMY / Bristol-Myers Squibb Company
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
ROKU / Roku, Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
APD / Air Products and Chemicals, Inc.
XYZ / Block, Inc.
FYT / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Value AlphaDEX Fund
SBUX / Starbucks Corporation
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
YUM / Yum! Brands, Inc.
ORCL / Oracle Corporation
WRB / W. R. Berkley Corporation
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
C.WSA / Citigroup, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
NUE / Nucor Corporation
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
ABM / ABM Industries Incorporated
NBXG / Neuberger Berman Next Generation Connectivity Fund Inc.
INDA / iShares Trust - iShares MSCI India ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
MCD / McDonald's Corporation
KLAC / KLA Corporation
XOM / Exxon Mobil Corporation
WMT / Walmart Inc.
V / Visa Inc.
PNR / Pentair plc
ADBE / Adobe Inc.
AMAT / Applied Materials, Inc.
BXSL / Blackstone Secured Lending Fund
ABT / Abbott Laboratories
AEE / Ameren Corporation
COF / Capital One Financial Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
KMB / Kimberly-Clark Corporation
IRM / Iron Mountain Incorporated
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
LLY / Eli Lilly and Company
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
EMR / Emerson Electric Co.
AMGN / Amgen Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
FSCO / FS Credit Opportunities Corp.
EOG / EOG Resources, Inc.
COP / ConocoPhillips
TT / Trane Technologies plc
PANW / Palo Alto Networks, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
ABBV / AbbVie Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
LEG / Leggett & Platt, Incorporated
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
CARR / Carrier Global Corporation
ADI / Analog Devices, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
TMO / Thermo Fisher Scientific Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
CI / The Cigna Group
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
IDXX / IDEXX Laboratories, Inc.
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
PAYX / Paychex, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ACN / Accenture plc
IBM / International Business Machines Corporation
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
PYPL / PayPal Holdings, Inc.
FDUS / Fidus Investment Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
TREE / LendingTree, Inc.
XITK / SPDR Series Trust - SPDR FactSet Innovative Technology ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
GM / General Motors Company
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CRWD / CrowdStrike Holdings, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
JIG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
OHI / Omega Healthcare Investors, Inc.
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
CSL / Carlisle Companies Incorporated
XMVM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Value with Momentum ETF
MAR / Marriott International, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SCHW / The Charles Schwab Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
KMI / Kinder Morgan, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
TROW / T. Rowe Price Group, Inc.
AAN / The Aaron's Company, Inc.
NSC / Norfolk Southern Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
JMOM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
DBO / Invesco DB Multi-Sector Commodity Trust - Invesco DB Oil Fund
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CGGR / Capital Group Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
RTX / RTX Corporation
TTC / The Toro Company
ARCC / Ares Capital Corporation
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
NTR / Nutrien Ltd.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
INCE / Franklin Templeton ETF Trust - Franklin Income Equity Focus ETF
IYW / iShares Trust - iShares U.S. Technology ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
ADM / Archer-Daniels-Midland Company
NDSN / Nordson Corporation
TSLX / Sixth Street Specialty Lending, Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
GS / The Goldman Sachs Group, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
TSN / Tyson Foods, Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
TTD / The Trade Desk, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
TIP / iShares Trust - iShares TIPS Bond ETF
CIEN / Ciena Corporation
EFX / Equifax Inc.
OBDC / Blue Owl Capital Corporation
CHRW / C.H. Robinson Worldwide, Inc.
MSFT / Microsoft Corporation
DHR / Danaher Corporation
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
K / Kellanova
TRIN / Trinity Capital Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
BUL / Pacer Funds Trust - Pacer US Cash Cows Growth ETF
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
CAH / Cardinal Health, Inc.
NURE / NuShares ETF Trust - Nuveen Short-Term REIT ETF
TRV / The Travelers Companies, Inc.
GPRK / GeoPark Limited
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
LNC / Lincoln National Corporation
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
CNC / Centene Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
EVG / Eaton Vance Short Duration Diversified Income Fund
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
GIS / General Mills, Inc.
LECO / Lincoln Electric Holdings, Inc.
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
FLQS / Franklin Templeton ETF Trust - Franklin U.S. Small Cap Multifactor Index ETF
SPGI / S&P Global Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
EQX / Equinox Gold Corp.
MRNA / Moderna, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
ITW / Illinois Tool Works Inc.
HL / Hecla Mining Company
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
KGC / Kinross Gold Corporation
CVX / Chevron Corporation
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
PALC / Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
GPC / Genuine Parts Company
KEY / KeyCorp
COIN / Coinbase Global, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
TJX / The TJX Companies, Inc.
PDX / PIMCO Dynamic Income Strategy Fund
PG / The Procter & Gamble Company
PFFD / Global X Funds - Global X U.S. Preferred ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
UNH / UnitedHealth Group Incorporated
ME / 23andMe Holding Co.
OSK / Oshkosh Corporation
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
EFT / Eaton Vance Floating-Rate Income Trust
WBA / Walgreens Boots Alliance, Inc.
MGNI / Magnite, Inc.
CGUS / Capital Group Core Equity ETF
AWR / American States Water Company
CBSH / Commerce Bancshares, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
FLQL / Franklin Templeton ETF Trust - Franklin U.S. Large Cap Multifactor Index ETF
CMI / Cummins Inc.
ON / ON Semiconductor Corporation
TSCO / Tractor Supply Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
PAMC / Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF