Market Value1,481,238,083
Total Holdings580
File Date2025-01-21
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)
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
ADM / Archer-Daniels-Midland Company
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
TRIN / Trinity Capital Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
LEG / Leggett & Platt, Incorporated
MFC / Manulife Financial Corporation
GOOG / Alphabet Inc.
AMAT / Applied Materials, Inc.
T / AT&T Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
XYZ / Block, Inc.
DELL / Dell Technologies Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
TROW / T. Rowe Price Group, Inc.
TXN / Texas Instruments Incorporated
IRM / Iron Mountain Incorporated
FE / FirstEnergy Corp.
LUMN / Lumen Technologies, Inc.
AEE / Ameren Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
ARCC / Ares Capital Corporation
PFLD / ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF
INDA / iShares Trust - iShares MSCI India ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
MUB / iShares Trust - iShares National Muni Bond ETF
TSN / Tyson Foods, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
PRU / Prudential Financial, Inc.
NBXG / Neuberger Berman Next Generation Connectivity Fund Inc.
ABM / ABM Industries Incorporated
DOV / Dover Corporation
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
CBSH / Commerce Bancshares, Inc.
ABBV / AbbVie Inc.
GPIX / Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Premium Income ETF
CBRE / CBRE Group, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
PM / Philip Morris International Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
IDXX / IDEXX Laboratories, Inc.
ILCG / iShares Trust - iShares Morningstar Growth ETF
SENS / Senseonics Holdings, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
SCHW / The Charles Schwab Corporation
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
DOG / ProShares Trust - ProShares Short Dow30
OLAPLEX HLDGS INC / CALL Call (679369908)
PALANTIR TECHNOLOGIES INC / PUT Put (69608A958)
VSDA / Victory Portfolios II - VictoryShares Dividend Accelerator ETF
RPM / RPM International Inc.
PDM / Piedmont Realty Trust, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
ME / 23andMe Holding Co.
CCL / Carnival Corporation & plc
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
SLI / Standard Lithium Ltd.
MAIN / Main Street Capital Corporation
PAYX / Paychex, Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
DKNG / DraftKings Inc.
FSK / FS KKR Capital Corp.
TJX / The TJX Companies, Inc.
GNRC / Generac Holdings Inc.
CMI / Cummins Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
GWW / W.W. Grainger, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
TSLA / Tesla, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
FYT / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Value AlphaDEX Fund
ADBE / Adobe Inc.
EVRG / Evergy, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
IBM / International Business Machines Corporation
UAL / United Airlines Holdings, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
VGT / Vanguard World Fund - Vanguard Information Technology ETF
NEE / NextEra Energy, Inc.
ATO / Atmos Energy Corporation
INTC / Intel Corporation
LEN / Lennar Corporation
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
PANW / Palo Alto Networks, Inc.
AXP / American Express Company
PLTR / Palantir Technologies Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CAT / Caterpillar Inc.
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
COP / ConocoPhillips
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
CSWC / Capital Southwest Corporation
SRE / Sempra
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
GAIN / Gladstone Investment Corporation
MTDR / Matador Resources Company
JCI / Johnson Controls International plc
QQQ / Invesco QQQ Trust, Series 1
ANET / Arista Networks Inc
BRK.A / Berkshire Hathaway Inc.
ETN / Eaton Corporation plc
OZK / Bank OZK
DVN / Devon Energy Corporation
AMZN / Amazon.com, Inc.
GLW / Corning Incorporated
AHR / American Healthcare REIT, Inc.
MA / Mastercard Incorporated
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
UIPATH INC / CALL Call (90364P905)
HAL / Halliburton Company
BSX / Boston Scientific Corporation
CMG / Chipotle Mexican Grill, Inc.
PH / Parker-Hannifin Corporation
MMM / 3M Company
VALE / Vale S.A. - Depositary Receipt (Common Stock)
CTRA / Coterra Energy Inc.
LNT / Alliant Energy Corporation
TRV / The Travelers Companies, Inc.
DD / DuPont de Nemours, Inc.
SPY / SPDR S&P 500 ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
VLO / Valero Energy Corporation
GD / General Dynamics Corporation
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
TSLX / Sixth Street Specialty Lending, Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
ATMU / Atmus Filtration Technologies Inc.
GPRK / GeoPark Limited
MBB / iShares Trust - iShares MBS ETF
GOOGL / Alphabet Inc.
FDUS / Fidus Investment Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
OSK / Oshkosh Corporation
GME / GameStop Corp. Call
C.WSA / Citigroup, Inc.
GLD / SPDR Gold Trust
NSC / Norfolk Southern Corporation
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
DOW / Dow Inc.
CEF / Sprott Physical Gold and Silver Trust
PDI / PIMCO Dynamic Income Fund
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
LLY / Eli Lilly and Company
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
FCX / Freeport-McMoRan Inc.
PALC / Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
REGN / Regeneron Pharmaceuticals, Inc.
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
JMOM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
EQX / Equinox Gold Corp.
GEN / Gen Digital Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
SOXX / iShares Trust - iShares Semiconductor ETF
PNNT / PennantPark Investment Corporation
CARR / Carrier Global Corporation
DHI / D.R. Horton, Inc.
MSFT / Microsoft Corporation
MMC / Marsh & McLennan Companies, Inc.
MRK / Merck & Co., Inc.
UBER / Uber Technologies, Inc.
BA / The Boeing Company
WFC / Wells Fargo & Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
FLR / Fluor Corporation
NOW / ServiceNow, Inc.
NOC / Northrop Grumman Corporation
J / Jacobs Solutions Inc.
DVY / iShares Trust - iShares Select Dividend ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ULTA / Ulta Beauty, Inc.
FITB / Fifth Third Bancorp
PNC / The PNC Financial Services Group, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
DE / Deere & Company
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
JNJ / Johnson & Johnson
MU / Micron Technology, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
ORLY / O'Reilly Automotive, Inc.
TMUS / T-Mobile US, Inc.
MGNI / Magnite, Inc.
KHC / The Kraft Heinz Company
TMDX / TransMedics Group, Inc.
KO / The Coca-Cola Company
OHI / Omega Healthcare Investors, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
COST / Costco Wholesale Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CVX / Chevron Corporation
CSL / Carlisle Companies Incorporated
APH / Amphenol Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
XOM / Exxon Mobil Corporation
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
GE / General Electric Company
SO / The Southern Company
WM / Waste Management, Inc.
LOW / Lowe's Companies, Inc.
ADP / Automatic Data Processing, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
NFLX / Netflix, Inc.
FESM / Fidelity Covington Trust - Fidelity Enhanced Small Cap ETF
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
YOU / Clear Secure, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CVS / CVS Health Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
FNY / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fund
DUK / Duke Energy Corporation
FSCO / FS Credit Opportunities Corp.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
SYFI / AB Active ETFs, Inc. - AB Short Duration High Yield ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
UITB / Victory Portfolios II - VictoryShares Core Intermediate Bond ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
CEG / Constellation Energy Corporation
MAR / Marriott International, Inc.
FLRT / Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
WPC / W. P. Carey Inc.
IWL / iShares Trust - iShares Russell Top 200 ETF
EVG / Eaton Vance Short Duration Diversified Income Fund
MDLZ / Mondelez International, Inc.
CAH / Cardinal Health, Inc.
BAC / Bank of America Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MPC / Marathon Petroleum Corporation
ON / ON Semiconductor Corporation
QCOM / QUALCOMM Incorporated
AMLP / ALPS ETF Trust - Alerian MLP ETF
GEV / GE Vernova Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
BUL / Pacer Funds Trust - Pacer US Cash Cows Growth ETF
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF
NURE / NuShares ETF Trust - Nuveen Short-Term REIT ETF
KMI / Kinder Morgan, Inc.
SHW / The Sherwin-Williams Company
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
ACN / Accenture plc
OCSL / Oaktree Specialty Lending Corporation
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
SPFF / Global X Funds - Global X SuperIncome Preferred ETF
TMO / Thermo Fisher Scientific Inc.
PHK / PIMCO High Income Fund
UNP / Union Pacific Corporation
GRPM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 GARP ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
KR / The Kroger Co.
BX / Blackstone Inc.
COF / Capital One Financial Corporation
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
LNC / Lincoln National Corporation
LYV / Live Nation Entertainment, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
MO / Altria Group, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
OKE / ONEOK, Inc.
NIE / Virtus Equity & Convertible Income Fund
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
JIG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
XITK / SPDR Series Trust - SPDR FactSet Innovative Technology ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
GM / General Motors Company
PTY / PIMCO Corporate & Income Opportunity Fund
GME / GameStop Corp.
CRVO / CervoMed Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
CRWD / CrowdStrike Holdings, Inc.
DIS / The Walt Disney Company
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
LPLA / LPL Financial Holdings Inc.
PGR / The Progressive Corporation
BMY / Bristol-Myers Squibb Company
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
VIS / Vanguard World Fund - Vanguard Industrials ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
RTX / RTX Corporation
EFSC / Enterprise Financial Services Corp
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
OLPX / Olaplex Holdings, Inc.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
DLR / Digital Realty Trust, Inc.
RCL / Royal Caribbean Cruises Ltd.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
AMGN / Amgen Inc.
AWK / American Water Works Company, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
IOT / Samsara Inc.
AMT / American Tower Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SLV / iShares Silver Trust
BXSL / Blackstone Secured Lending Fund
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
ABT / Abbott Laboratories
HIPS / GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF
CL / Colgate-Palmolive Company
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
PEP / PepsiCo, Inc.
V / Visa Inc.
LIN / Linde plc
WBD / Warner Bros. Discovery, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
AMD / Advanced Micro Devices, Inc.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VOX / Vanguard World Fund - Vanguard Communication Services ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
SBUX / Starbucks Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
CGXU / Capital Group International Focus Equity ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
PNR / Pentair plc
MDT / Medtronic plc
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
NDSN / Nordson Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
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
TGI / Triumph Group, Inc.
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
APD / Air Products and Chemicals, Inc.
TS / Tenaris S.A. - Depositary Receipt (Common Stock)
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
CGGR / Capital Group Growth ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
DG / Dollar General Corporation
CHWY / Chewy, Inc.
HON / Honeywell International Inc.
BKH / Black Hills Corporation
AXON / Axon Enterprise, Inc.
HD / The Home Depot, Inc.
YUM / Yum! Brands, Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
TTC / The Toro Company
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
UPS / United Parcel Service, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
SHOP / Shopify Inc.
TGT / Target Corporation
LNG / Cheniere Energy, Inc.
PFE / Pfizer Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
BEN / Franklin Resources, Inc.
C / Citigroup Inc.
EQIX / Equinix, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
ENB / Enbridge Inc.
GILD / Gilead Sciences, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
INCE / Franklin Templeton ETF Trust - Franklin Income Equity Focus ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
F / Ford Motor Company
WRB / W. R. Berkley Corporation
CMCSA / Comcast Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
NML / Neuberger Berman Energy Infrastructure and Income Fund Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
USMC / Principal Exchange-Traded Funds - Principal U.S. Mega-Cap ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
PDX / PIMCO Dynamic Income Strategy Fund
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
IWN / iShares Trust - iShares Russell 2000 Value ETF
NUE / Nucor Corporation
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
NKE / NIKE, Inc.
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
CGUS / Capital Group Core Equity ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
BIDD / BlackRock ETF Trust - iShares International Dividend Active ETF
TT / Trane Technologies plc
HTGC / Hercules Capital, Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
IDHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF
O / Realty Income Corporation
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
HDV / iShares Trust - iShares Core High Dividend ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
OXY / Occidental Petroleum Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
NFTY / First Trust Exchange-Traded AlphaDEX Fund II - First Trust India NIFTY 50 Equal Weight ETF
USB / U.S. Bancorp
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
TTD / The Trade Desk, Inc.
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
Z / Zillow Group, Inc.
XYL / Xylem Inc.
NVDA / NVIDIA Corporation
AAPL / Apple Inc.
EFX / Equifax Inc.
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
KLAC / KLA Corporation
AVGO / Broadcom Inc.
LMT / Lockheed Martin Corporation
PSX / Phillips 66
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
BNS / The Bank of Nova Scotia
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
PG / The Procter & Gamble Company
ROKU / Roku, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
MKC / McCormick & Company, Incorporated
ED / Consolidated Edison, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
BLK / BlackRock, Inc.
ORCL / Oracle Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
ITW / Illinois Tool Works Inc.
MRVL / Marvell Technology, Inc.
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
OBDC / Blue Owl Capital Corporation
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
CI / The Cigna Group
JPM / JPMorgan Chase & Co.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
LDSF / First Trust Exchange-Traded Fund VIII - First Trust Low Duration Strategic Focus ETF
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
URI / United Rentals, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
QEFA / SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ADI / Analog Devices, Inc.
TREE / LendingTree, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GIS / General Mills, Inc.
COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
FANG / Diamondback Energy, Inc.
TSCO / Tractor Supply Company
VTV / Vanguard Index Funds - Vanguard Value ETF
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
LECO / Lincoln Electric Holdings, Inc.
SPGI / S&P Global Inc.
XMVM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Value with Momentum ETF
DBO / Invesco DB Multi-Sector Commodity Trust - Invesco DB Oil Fund
MS / Morgan Stanley
AEP / American Electric Power Company, Inc.
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
FDX / FedEx Corporation
AUR / Aurora Innovation, Inc.
AFL / Aflac Incorporated
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
IYW / iShares Trust - iShares U.S. Technology ETF
SYY / Sysco Corporation
BRK.B / Berkshire Hathaway Inc.
CSX / CSX Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
GBDC / Golub Capital BDC, Inc.
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
SR / Spire Inc.
AOS / A. O. Smith Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IVV / iShares Trust - iShares Core S&P 500 ETF
SPG / Simon Property Group, Inc.
EMR / Emerson Electric Co.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
META / Meta Platforms, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
KMB / Kimberly-Clark Corporation
ISRG / Intuitive Surgical, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
GS / The Goldman Sachs Group, Inc.
D / Dominion Energy, Inc.
SLB / Schlumberger Limited
CRM / Salesforce, Inc.
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
PYPL / PayPal Holdings, Inc.
CGDV / Capital Group Dividend Value ETF
MCD / McDonald's Corporation
SPOT / Spotify Technology S.A.
CB / Chubb Limited
UNH / UnitedHealth Group Incorporated
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF
CNC / Centene Corporation
CSCO / Cisco Systems, Inc.
VZ / Verizon Communications Inc.
MET / MetLife, Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
ET / Energy Transfer LP - Limited Partnership
WMT / Walmart Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
AWR / American States Water Company
OIA / Invesco Municipal Income Opportunities Trust
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
FLQL / Franklin Templeton ETF Trust - Franklin U.S. Large Cap Multifactor Index ETF
SMCI / Super Micro Computer, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
CLS / Celestica Inc.
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)