Market Value761,463,454
Total Holdings579
File Date2025-05-07
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
PANW / Palo Alto Networks, Inc.
YUM / Yum! Brands, Inc.
LDOS / Leidos Holdings, Inc.
AME / AMETEK, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MAR / Marriott International, Inc.
FDX / FedEx Corporation
NRG / NRG Energy, Inc.
CSCO / Cisco Systems, Inc.
ABT / Abbott Laboratories
CLDI / Calidi Biotherapeutics, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MRP / Millrose Properties, Inc.
BW / Babcock & Wilcox Enterprises, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
APH / Amphenol Corporation
HON / Honeywell International Inc.
VEEV / Veeva Systems Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
WRB / W. R. Berkley Corporation
INTU / Intuit Inc.
TMUS / T-Mobile US, Inc.
CRM / Salesforce, Inc.
BAX / Baxter International Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
AEP / American Electric Power Company, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
KMB / Kimberly-Clark Corporation
JMSB / John Marshall Bancorp, Inc.
CEF / Sprott Physical Gold and Silver Trust
BSX / Boston Scientific Corporation
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
NFLX / Netflix, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
GM / General Motors Company
CMG / Chipotle Mexican Grill, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
DGX / Quest Diagnostics Incorporated
GE / General Electric Company
EFA / iShares Trust - iShares MSCI EAFE ETF
BIPC / Brookfield Infrastructure Corporation
COO / The Cooper Companies, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ICE / Intercontinental Exchange, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
KMI / Kinder Morgan, Inc.
DD / DuPont de Nemours, Inc.
GS / The Goldman Sachs Group, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
FTRE / Fortrea Holdings Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
WSO / Watsco, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
CCL / Carnival Corporation & plc
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
GXO / GXO Logistics, Inc.
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
INTC / Intel Corporation
SWK / Stanley Black & Decker, Inc.
LEU / Centrus Energy Corp.
EXAS / Exact Sciences Corporation
BIIB / Biogen Inc.
SLV / iShares Silver Trust
REPX / Riley Exploration Permian, Inc.
CINF / Cincinnati Financial Corporation
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
PEP / PepsiCo, Inc.
SRPT / Sarepta Therapeutics, Inc.
GEHC / GE HealthCare Technologies Inc.
PLD / Prologis, Inc.
EQT / EQT Corporation
ARCC / Ares Capital Corporation
AES / The AES Corporation
BLK / BlackRock, Inc.
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
CL / Colgate-Palmolive Company
MSI / Motorola Solutions, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
HBI / Hanesbrands Inc.
LUMN / Lumen Technologies, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
EXPD / Expeditors International of Washington, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
CCI / Crown Castle Inc.
AMTM / Amentum Holdings, Inc.
LEN / Lennar Corporation
DG / Dollar General Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
KD / Kyndryl Holdings, Inc.
TEL / TE Connectivity plc
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ROK / Rockwell Automation, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
GOOD / Gladstone Commercial Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
JETS / ETF Series Solutions - U.S. Global Jets ETF
ABBV / AbbVie Inc.
FTV / Fortive Corporation
ZFEB / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr February
OGEN / Oragenics, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
GPC / Genuine Parts Company
NEU / NewMarket Corporation
MCHP / Microchip Technology Incorporated
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
AA / Alcoa Corporation
UAA / Under Armour, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
CMI / Cummins Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PRU / Prudential Financial, Inc.
YUMC / Yum China Holdings, Inc.
VAC / Marriott Vacations Worldwide Corporation
COR / Cencora, Inc.
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
VZ / Verizon Communications Inc.
BRK.B / Berkshire Hathaway Inc.
PSTG / Pure Storage, Inc.
TTD / The Trade Desk, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
WPM / Wheaton Precious Metals Corp.
IVV / iShares Trust - iShares Core S&P 500 ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IWC / iShares Trust - iShares Micro-Cap ETF
MCD / McDonald's Corporation
MKC / McCormick & Company, Incorporated
CMCSA / Comcast Corporation
LRCX / Lam Research Corporation
CVX / Chevron Corporation
ZAUG / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr August
IBB / iShares Trust - iShares Biotechnology ETF
ABNB / Airbnb, Inc.
META / Meta Platforms, Inc.
WFC / Wells Fargo & Company
EME / EMCOR Group, Inc.
EFSI / Eagle Financial Services, Inc.
BAC / Bank of America Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
RCL / Royal Caribbean Cruises Ltd.
NSC / Norfolk Southern Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
CSM / ProShares Trust - ProShares Large Cap Core Plus
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
BKNG / Booking Holdings Inc.
DVY / iShares Trust - iShares Select Dividend ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
HD / The Home Depot, Inc.
MMC / Marsh & McLennan Companies, Inc.
SBAC / SBA Communications Corporation
CHD / Church & Dwight Co., Inc.
PM / Philip Morris International Inc.
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
CAT / Caterpillar Inc.
WSM / Williams-Sonoma, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
LOW / Lowe's Companies, Inc.
SCI / Service Corporation International
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
BK / The Bank of New York Mellon Corporation
IAUM / iShares Gold Trust Micro
GTLS / Chart Industries, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
AMAT / Applied Materials, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
AAL / American Airlines Group Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ET / Energy Transfer LP - Limited Partnership
JPM / JPMorgan Chase & Co.
CSL / Carlisle Companies Incorporated
DOW / Dow Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
PNC / The PNC Financial Services Group, Inc.
STZ / Constellation Brands, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
UAL / United Airlines Holdings, Inc.
PFS / Provident Financial Services, Inc.
PGR / The Progressive Corporation
FI / Fiserv, Inc.
DELL / Dell Technologies Inc.
DDOG / Datadog, Inc.
UTHR / United Therapeutics Corporation
FVCB / FVCBankcorp, Inc.
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
SCHW / The Charles Schwab Corporation
EA / Electronic Arts Inc.
AMP / Ameriprise Financial, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ADP / Automatic Data Processing, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
J / Jacobs Solutions Inc.
ENR / Energizer Holdings, Inc.
TROW / T. Rowe Price Group, Inc.
CVIE / Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
DIA / SPDR Dow Jones Industrial Average ETF Trust
RTX / RTX Corporation
AFL / Aflac Incorporated
ETR / Entergy Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VNOM / Viper Energy, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
PG / The Procter & Gamble Company
DLR / Digital Realty Trust, Inc.
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
EW / Edwards Lifesciences Corporation
NKE / NIKE, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
DLTR / Dollar Tree, Inc.
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
ELME / Elme Communities
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
PHYS / Sprott Physical Gold Trust
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
GLW / Corning Incorporated
ICF / iShares Trust - iShares Select U.S. REIT ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
FNV / Franco-Nevada Corporation
HRTX / Heron Therapeutics, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
BALL / Ball Corporation
XOM / Exxon Mobil Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
O / Realty Income Corporation
SLB / Schlumberger Limited
PCAR / PACCAR Inc
XRAY / DENTSPLY SIRONA Inc.
IFF / International Flavors & Fragrances Inc.
SNPS / Synopsys, Inc.
SMB / VanEck ETF Trust - VanEck Short Muni ETF
MMM / 3M Company
HUBB / Hubbell Incorporated
GILD / Gilead Sciences, Inc.
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
AMD / Advanced Micro Devices, Inc.
CVU / CPI Aerostructures, Inc.
AMT / American Tower Corporation
CME / CME Group Inc.
CTVA / Corteva, Inc.
PH / Parker-Hannifin Corporation
AMWD / American Woodmark Corporation
USB / U.S. Bancorp
UL / Unilever PLC - Depositary Receipt (Common Stock)
HWM / Howmet Aerospace Inc.
HAL / Halliburton Company
CDNS / Cadence Design Systems, Inc.
APD / Air Products and Chemicals, Inc.
ORLY / O'Reilly Automotive, Inc.
HII / Huntington Ingalls Industries, Inc.
IBIT / iShares Bitcoin Trust ETF
TREX / Trex Company, Inc.
DE / Deere & Company
DNOW / DNOW Inc.
SPGI / S&P Global Inc.
V / Visa Inc.
ZTS / Zoetis Inc.
PLUG / Plug Power Inc.
ZIMV / ZimVie Inc.
TFC / Truist Financial Corporation
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
SLF / Sun Life Financial Inc.
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
ADM / Archer-Daniels-Midland Company
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
BIRD / Allbirds, Inc.
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
TRP / TC Energy Corporation
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SYY / Sysco Corporation
F / Ford Motor Company
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
NIO / NIO Inc. - Depositary Receipt (Common Stock)
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
PCG / PG&E Corporation
MCO / Moody's Corporation
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
EMC / Global X Funds - Global X Emerging Markets Great Consumer ETF
MTCH / Match Group, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GOOG / Alphabet Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
SIRI / Sirius XM Holdings Inc.
EVRG / Evergy, Inc.
QCOM / QUALCOMM Incorporated
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
DIS / The Walt Disney Company
VMC / Vulcan Materials Company
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
OEF / iShares Trust - iShares S&P 100 ETF
PAYX / Paychex, Inc.
BX / Blackstone Inc.
RUN / Sunrun Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
URI / United Rentals, Inc.
ACN / Accenture plc
BHF / Brighthouse Financial, Inc.
CGC / Canopy Growth Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
ROP / Roper Technologies, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SOLV / Solventum Corporation
IAU / iShares Gold Trust
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
TGT / Target Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
MKC.V / McCormick & Company, Incorporated
CSX / CSX Corporation
SASR / Sandy Spring Bancorp, Inc.
MA / Mastercard Incorporated
VNO / Vornado Realty Trust
LLY / Eli Lilly and Company
MEIP / MEI Pharma, Inc.
VLTO / Veralto Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
VSTM / Verastem, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
BLDR / Builders FirstSource, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
ETN / Eaton Corporation plc
CVLC / Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
PPG / PPG Industries, Inc.
MRK / Merck & Co., Inc.
RNW / ReNew Energy Global Plc
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
CHRW / C.H. Robinson Worldwide, Inc.
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
BGR / BlackRock Energy and Resources Trust
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
AMZN / Amazon.com, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
CC / The Chemours Company
PHM / PulteGroup, Inc.
NOW / ServiceNow, Inc.
KO / The Coca-Cola Company
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
PSA / Public Storage
NEM / Newmont Corporation
MO / Altria Group, Inc.
ILOW / AB Active ETFs, Inc. - AB International Low Volatility Equity ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
EXC / Exelon Corporation
GOOGL / Alphabet Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
ED / Consolidated Edison, Inc.
MOS / The Mosaic Company
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
CARR / Carrier Global Corporation
EOG / EOG Resources, Inc.
TSCO / Tractor Supply Company
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
GEV / GE Vernova Inc.
DFS / Discover Financial Services
KVUE / Kenvue Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CEG / Constellation Energy Corporation
WAL / Western Alliance Bancorporation
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
TYG / Tortoise Energy Infrastructure Corporation
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
WEC / WEC Energy Group, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
FULT / Fulton Financial Corporation
IHAK / iShares Trust - iShares Cybersecurity and Tech ETF
NLY / Annaly Capital Management, Inc.
BNL / Broadstone Net Lease, Inc.
VRSK / Verisk Analytics, Inc.
UA / Under Armour, Inc.
AUB / Atlantic Union Bankshares Corporation
PSX / Phillips 66
WM / Waste Management, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
TYL / Tyler Technologies, Inc.
SYK / Stryker Corporation
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
IWM / iShares Trust - iShares Russell 2000 ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
CBRE / CBRE Group, Inc.
DOV / Dover Corporation
ACGL / Arch Capital Group Ltd.
CNP / CenterPoint Energy, Inc.
MAS / Masco Corporation
LMT / Lockheed Martin Corporation
VNT / Vontier Corporation
PLTR / Palantir Technologies Inc.
T / AT&T Inc.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
AAPL / Apple Inc.
ADI / Analog Devices, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SPY / SPDR S&P 500 ETF
HPQ / HP Inc.
OGS / ONE Gas, Inc.
SEDG / SolarEdge Technologies, Inc.
OGN / Organon & Co.
WELL / Welltower Inc.
BA / The Boeing Company
TMO / Thermo Fisher Scientific Inc.
WMT / Walmart Inc.
MSTR / Strategy Inc
PYPL / PayPal Holdings, Inc.
NXPI / NXP Semiconductors N.V.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
UBER / Uber Technologies, Inc.
GIS / General Mills, Inc.
KHC / The Kraft Heinz Company
SHW / The Sherwin-Williams Company
COST / Costco Wholesale Corporation
COF / Capital One Financial Corporation
AVGO / Broadcom Inc.
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
CI / The Cigna Group
UNP / Union Pacific Corporation
NOV / NOV Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
TXN / Texas Instruments Incorporated
SO / The Southern Company
RYN / Rayonier Inc.
BRO / Brown & Brown, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MELI / MercadoLibre, Inc.
PPL / PPL Corporation
MU / Micron Technology, Inc.
GLD / SPDR Gold Trust
NEE / NextEra Energy, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
NTRS / Northern Trust Corporation
DXC / DXC Technology Company
IYH / iShares Trust - iShares U.S. Healthcare ETF
JNJ / Johnson & Johnson
MLM / Martin Marietta Materials, Inc.
MKL / Markel Group Inc.
TR / Tootsie Roll Industries, Inc.
AMGN / Amgen Inc.
LIN / Linde plc
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
ANET / Arista Networks Inc
GD / General Dynamics Corporation
SRE / Sempra
TJX / The TJX Companies, Inc.
MCK / McKesson Corporation
CTSH / Cognizant Technology Solutions Corporation
ECL / Ecolab Inc.
DUK / Duke Energy Corporation
UNIT / Unity Group LLC
SNOW / Snowflake Inc.
UBSI / United Bankshares, Inc.
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
VRTX / Vertex Pharmaceuticals Incorporated
TLRY / Tilray Brands, Inc.
BTC / Grayscale Bitcoin Mini Trust
AXP / American Express Company
DKS / DICK'S Sporting Goods, Inc.
SWX / Southwest Gas Holdings, Inc.
UPS / United Parcel Service, Inc.
DHR / Danaher Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
TSEM / Tower Semiconductor Ltd.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
EMR / Emerson Electric Co.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
SOXQ / Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
BMY / Bristol-Myers Squibb Company
TPH / Tri Pointe Homes, Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
NEOG / Neogen Corporation
CBOE / Cboe Global Markets, Inc.
IGC / IGC Pharma, Inc.
ORCL / Oracle Corporation
TSLA / Tesla, Inc.
ISRG / Intuitive Surgical, Inc.
IBM / International Business Machines Corporation
HCA / HCA Healthcare, Inc.
FCX / Freeport-McMoRan Inc.
ILMN / Illumina, Inc.
CRWD / CrowdStrike Holdings, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
MDLZ / Mondelez International, Inc.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
KXI / iShares Trust - iShares Global Consumer Staples ETF
IDXX / IDEXX Laboratories, Inc.
DHI / D.R. Horton, Inc.
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
CNQ / Canadian Natural Resources Limited
JCI / Johnson Controls International plc
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
LH / Labcorp Holdings Inc.
AYI / Acuity Inc.
ITW / Illinois Tool Works Inc.
AZZ / AZZ Inc.
GL / Globe Life Inc.
BEDZ / AdvisorShares Trust - AdvisorShares Hotel ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
OTIS / Otis Worldwide Corporation
OKE / ONEOK, Inc.
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
SMR / NuScale Power Corporation
FAST / Fastenal Company
CLX / The Clorox Company
MATX / Matson, Inc.
LHX / L3Harris Technologies, Inc.
INSM / Insmed Incorporated
CG / The Carlyle Group Inc.
MS / Morgan Stanley
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SOBO / South Bow Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
EXP / Eagle Materials Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
FCN / FTI Consulting, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
MVPA / Advisor Managed Portfolios - Miller Value Partners Appreciation Etf Fund
TOWN / TowneBank
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
ELV / Elevance Health, Inc.
GHC / Graham Holdings Company
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
IDV / iShares Trust - iShares International Select Dividend ETF
MDT / Medtronic plc
ARTY / iShares Trust - iShares Future AI & Tech ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
AWK / American Water Works Company, Inc.
WBD / Warner Bros. Discovery, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
COIN / Coinbase Global, Inc.
MSFT / Microsoft Corporation
UNH / UnitedHealth Group Incorporated
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ZBH / Zimmer Biomet Holdings, Inc.
FSLR / First Solar, Inc.
QQQ / Invesco QQQ Trust, Series 1
NVDA / NVIDIA Corporation
MP / MP Materials Corp.
VLO / Valero Energy Corporation
CB / Chubb Limited
SHOP / Shopify Inc.
PFE / Pfizer Inc.
ALB / Albemarle Corporation
VTRS / Viatris Inc.
ADBE / Adobe Inc.
D / Dominion Energy, Inc.
SBUX / Starbucks Corporation
ADSK / Autodesk, Inc.
NOC / Northrop Grumman Corporation
LYB / LyondellBasell Industries N.V.
OC / Owens Corning
BWA / BorgWarner Inc.
EBAY / eBay Inc.
WAB / Westinghouse Air Brake Technologies Corporation
NUE / Nucor Corporation
TNDM / Tandem Diabetes Care, Inc.
TRV / The Travelers Companies, Inc.
RIG / Transocean Ltd.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
BKR / Baker Hughes Company
KNSL / Kinsale Capital Group, Inc.