Market Value371,916,554
Total Holdings400
File Date2024-05-17
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)
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
YUM / Yum! Brands, Inc.
ACGL / Arch Capital Group Ltd.
PLTR / Palantir Technologies Inc.
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
SCHW / The Charles Schwab Corporation
SYF / Synchrony Financial
LSTR / Landstar System, Inc.
LLY / Eli Lilly and Company
SIRI / Sirius XM Holdings Inc.
RKT / Rocket Companies, Inc.
GEV / GE Vernova Inc.
OKLO / Oklo Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
DXC / DXC Technology Company
C.WSA / Citigroup, Inc.
TMO / Thermo Fisher Scientific Inc.
BDX / Becton, Dickinson and Company
CGC / Canopy Growth Corporation
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
ACB / Aurora Cannabis Inc.
PSFE / Paysafe Limited
NVEI / Nuvei Corporation
TSPH / CreateAI Holdings Inc.
ROKU / Roku, Inc.
MRO / Marathon Oil Corporation
STWD / Starwood Property Trust, Inc.
CSX / CSX Corporation
CTVA / Corteva, Inc.
FCX / Freeport-McMoRan Inc.
IEUS / iShares Trust - iShares MSCI Europe Small-Cap ETF
FDX / FedEx Corporation
TGT / Target Corporation
EA / Electronic Arts Inc.
HSY / The Hershey Company
LITE / Lumentum Holdings Inc.
ADSK / Autodesk, Inc.
IIPR / Innovative Industrial Properties, Inc.
PTON / Peloton Interactive, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
GEHC / GE HealthCare Technologies Inc.
GOOG / Alphabet Inc.
UNP / Union Pacific Corporation
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
LRCX / Lam Research Corporation
WRAP / Wrap Technologies, Inc.
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
ADBE / Adobe Inc.
TOL / Toll Brothers, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
FSCO / FS Credit Opportunities Corp.
BRSP / BrightSpire Capital, Inc.
CION / CION Investment Corporation
SYY / Sysco Corporation
RTX / RTX Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
HTGC / Hercules Capital, Inc.
AMP / Ameriprise Financial, Inc.
ZTS / Zoetis Inc.
SAM / The Boston Beer Company, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CRSP / CRISPR Therapeutics AG
DGX / Quest Diagnostics Incorporated
PHM / PulteGroup, Inc.
APD / Air Products and Chemicals, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MEG / Montrose Environmental Group, Inc.
KEY / KeyCorp
DIA / SPDR Dow Jones Industrial Average ETF Trust
HAL / Halliburton Company
DAL / Delta Air Lines, Inc.
PG / The Procter & Gamble Company
FRT / Federal Realty Investment Trust
VUG / Vanguard Index Funds - Vanguard Growth ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
MPLX / MPLX LP - Limited Partnership
ENB / Enbridge Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
LFVN / LifeVantage Corporation
COR / Cencora, Inc.
ALTM / Arcadium Lithium plc
GOOGL / Alphabet Inc.
MBB / iShares Trust - iShares MBS ETF
UDR / UDR, Inc.
DXCM / DexCom, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
WFC / Wells Fargo & Company
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
WMB / The Williams Companies, Inc.
AFL / Aflac Incorporated
BALL / Ball Corporation
AMAT / Applied Materials, Inc.
MS / Morgan Stanley
PCAR / PACCAR Inc
FCPT / Four Corners Property Trust, Inc.
F / Ford Motor Company
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ADP / Automatic Data Processing, Inc.
DKNG / DraftKings Inc.
AGNC / AGNC Investment Corp.
NXPI / NXP Semiconductors N.V.
VVOS / Vivos Therapeutics, Inc.
CVS / CVS Health Corporation
SBS / Companhia de Saneamento Básico do Estado de São Paulo - SABESP - Depositary Receipt (Common Stock)
VRTX / Vertex Pharmaceuticals Incorporated
BLDR / Builders FirstSource, Inc.
KO / The Coca-Cola Company
LHX / L3Harris Technologies, Inc.
LOW / Lowe's Companies, Inc.
CSCO / Cisco Systems, Inc.
MFA / MFA Financial, Inc.
IYG / iShares Trust - iShares U.S. Financial Services ETF
DHR / Danaher Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BP / BP p.l.c. - Depositary Receipt (Common Stock)
BA / The Boeing Company
HD / The Home Depot, Inc.
MDT / Medtronic plc
ETN / Eaton Corporation plc
O / Realty Income Corporation
STLA / Stellantis N.V.
DVY / iShares Trust - iShares Select Dividend ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
MRVL / Marvell Technology, Inc.
SH / ProShares Trust - ProShares Short S&P500
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
UNM / Unum Group
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
NUE / Nucor Corporation
SBUX / Starbucks Corporation
ULTA / Ulta Beauty, Inc.
TLRY / Tilray Brands, Inc.
GWRS / Global Water Resources, Inc.
AMLI / American Lithium Corp.
GPC / Genuine Parts Company
KD / Kyndryl Holdings, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
QLD / ProShares Trust - ProShares Ultra QQQ
PFE / Pfizer Inc.
PODD / Insulet Corporation
OMFS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000 Dynamic Multifactor ETF
OPEN / Opendoor Technologies Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MSFT / Microsoft Corporation
PRU / Prudential Financial, Inc.
BIIB / Biogen Inc.
CCL / Carnival Corporation & plc
CRWD / CrowdStrike Holdings, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
D / Dominion Energy, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
LDOS / Leidos Holdings, Inc.
EBAY / eBay Inc.
LUMN / Lumen Technologies, Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
SAIC / Science Applications International Corporation
NEM / Newmont Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
ENFY / Enlightify Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
JNJ / Johnson & Johnson
WHR / Whirlpool Corporation
GS / The Goldman Sachs Group, Inc.
XEL / Xcel Energy Inc.
MCD / McDonald's Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ILF / iShares Trust - iShares Latin America 40 ETF
PLD / Prologis, Inc.
PAYC / Paycom Software, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
ADM / Archer-Daniels-Midland Company
AJG / Arthur J. Gallagher & Co.
FSLR / First Solar, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
BX / Blackstone Inc.
EMR / Emerson Electric Co.
OGN / Organon & Co.
META / Meta Platforms, Inc.
MDLZ / Mondelez International, Inc.
UAL / United Airlines Holdings, Inc.
GM / General Motors Company
GIS / General Mills, Inc.
VLO / Valero Energy Corporation
MET / MetLife, Inc.
RIVN / Rivian Automotive, Inc.
NLY / Annaly Capital Management, Inc.
IIM / Invesco Value Municipal Income Trust
TXN / Texas Instruments Incorporated
NEE / NextEra Energy, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
JPM / JPMorgan Chase & Co.
MMC / Marsh & McLennan Companies, Inc.
WBA / Walgreens Boots Alliance, Inc.
PEXL / Pacer Funds Trust - Pacer US Export Leaders ETF
LULU / lululemon athletica inc.
REGN / Regeneron Pharmaceuticals, Inc.
FSK / FS KKR Capital Corp.
PECO / Phillips Edison & Company, Inc.
INTC / Intel Corporation
TRMD / TORM plc
KR / The Kroger Co.
FIVA / Fidelity Covington Trust - Fidelity International Value Factor ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ZIM / ZIM Integrated Shipping Services Ltd.
IPG / The Interpublic Group of Companies, Inc.
UTHR / United Therapeutics Corporation
FLGT / Fulgent Genetics, Inc.
JCI / Johnson Controls International plc
PEP / PepsiCo, Inc.
AMGN / Amgen Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
CHKP / Check Point Software Technologies Ltd.
BSX / Boston Scientific Corporation
HON / Honeywell International Inc.
ECOR / electroCore, Inc.
FTV / Fortive Corporation
GLDG / GoldMining Inc.
UNH / UnitedHealth Group Incorporated
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
WBD / Warner Bros. Discovery, Inc.
COST / Costco Wholesale Corporation
RY / Royal Bank of Canada
BG / Bunge Global SA
CODI / Compass Diversified
WDAY / Workday, Inc.
MU / Micron Technology, Inc.
CMCSA / Comcast Corporation
SKYX / SKYX Platforms Corp.
CWENA / Clearway Energy Inc - Class A
H / Hyatt Hotels Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
VZ / Verizon Communications Inc.
ZION / Zions Bancorporation, National Association
VFC / V.F. Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ONON / On Holding AG
LMT / Lockheed Martin Corporation
LUV / Southwest Airlines Co.
UL / Unilever PLC - Depositary Receipt (Common Stock)
VSCO / Victoria's Secret & Co.
IBM / International Business Machines Corporation
PAYX / Paychex, Inc.
KNX / Knight-Swift Transportation Holdings Inc.
WLY / John Wiley & Sons, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
TGNA / TEGNA Inc.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
JSI / Janus Detroit Street Trust - Janus Henderson Securitized Income ETF
REXR / Rexford Industrial Realty, Inc.
DVN / Devon Energy Corporation
RHI / Robert Half Inc.
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
QS / QuantumScape Corporation
AVK / Advent Convertible and Income Fund
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
GROY / Gold Royalty Corp.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
CAG / Conagra Brands, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
EQC.PRD / Equity Commonwealth - Preferred Stock
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
FLIA / Franklin Templeton ETF Trust - Franklin International Aggregate Bond ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
ULCC / Frontier Group Holdings, Inc.
CRON / Cronos Group Inc.
IR / Ingersoll Rand Inc.
BEEM / Beam Global
GNL / Global Net Lease, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
CTSH / Cognizant Technology Solutions Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
NVTAQ / Invitae Corporation
SNA / Snap-on Incorporated
IVE / iShares Trust - iShares S&P 500 Value ETF
GLW / Corning Incorporated
TSCO / Tractor Supply Company
BAC / Bank of America Corporation
MMM / 3M Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
DUK / Duke Energy Corporation
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
EPD / Enterprise Products Partners L.P. - Limited Partnership
ORCL / Oracle Corporation
SPG / Simon Property Group, Inc.
HCA / HCA Healthcare, Inc.
NVDA / NVIDIA Corporation
DD / DuPont de Nemours, Inc.
OHI / Omega Healthcare Investors, Inc.
GILD / Gilead Sciences, Inc.
PKST / Peakstone Realty Trust
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
GPRO / GoPro, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
AYX / Alteryx, Inc.
ACB / Aurora Cannabis Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
IAU / iShares Gold Trust
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MLQD / iShares 5-10 Year Investment Grade Corporate Bond ETF
CARY / Angel Oak Funds Trust - Angel Oak Income ETF
ALB / Albemarle Corporation
DFP / Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
UYLD / Angel Oak Funds Trust - Angel Oak UltraShort Income ETF
OGE / OGE Energy Corp.
FLGV / Franklin Templeton ETF Trust - Franklin U.S. Treasury Bond ETF
FLCB / Franklin Templeton ETF Trust - Franklin U.S. Core Bond ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
PXD / Pioneer Natural Resources Company
TT / Trane Technologies plc
SWKS / Skyworks Solutions, Inc.
GRPN / Groupon, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
ROST / Ross Stores, Inc.
NCZ / Virtus Convertible & Income Fund II
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
GERN / Geron Corporation
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
ADNT / Adient plc
SCHQ / Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
TNET / TriNet Group, Inc.
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
OPK / OPKO Health, Inc.
NTCOY / Natura &Co Holding S.A. - Depositary Receipt (Common Stock)
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
EMBC / Embecta Corp.
TDOC / Teladoc Health, Inc.
SLB / Schlumberger Limited
TSLA / Tesla, Inc.
SOLV / Solventum Corporation
TRP / TC Energy Corporation
V / Visa Inc.
SNX / TD SYNNEX Corporation
XYZ / Block, Inc.
SHOP / Shopify Inc.
ARW / Arrow Electronics, Inc.
XOM / Exxon Mobil Corporation
RH / RH
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
UPS / United Parcel Service, Inc.
T / AT&T Inc.
SPY / SPDR S&P 500 ETF
BRK.B / Berkshire Hathaway Inc.
AMT / American Tower Corporation
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
NOW / ServiceNow, Inc.
ELV / Elevance Health, Inc.
ABBV / AbbVie Inc.
AXP / American Express Company
ET / Energy Transfer LP - Limited Partnership
JWN / Nordstrom, Inc.
C / Citigroup Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GWAV / Greenwave Technology Solutions, Inc.
AB / AllianceBernstein Holding L.P. - Limited Partnership
GE / General Electric Company
QCOM / QUALCOMM Incorporated
MO / Altria Group, Inc.
NOC / Northrop Grumman Corporation
CAT / Caterpillar Inc.
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
PYPL / PayPal Holdings, Inc.
J / Jacobs Solutions Inc.
DFS / Discover Financial Services
KMI / Kinder Morgan, Inc.
MPWR / Monolithic Power Systems, Inc.
DT / Dynatrace, Inc.
BMY / Bristol-Myers Squibb Company
A / Agilent Technologies, Inc.
ACN / Accenture plc
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
HPE / Hewlett Packard Enterprise Company
NFLX / Netflix, Inc.
APA / APA Corporation
DIS / The Walt Disney Company
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
LYB / LyondellBasell Industries N.V.
PNC / The PNC Financial Services Group, Inc.
TMUS / T-Mobile US, Inc.
IETC / iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock)
EMF / Templeton Emerging Markets Fund
CRM / Salesforce, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
TROW / T. Rowe Price Group, Inc.
DRI / Darden Restaurants, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
SHEL / Shell plc - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
CMI / Cummins Inc.
TSN / Tyson Foods, Inc.
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
AMZN / Amazon.com, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
HPQ / HP Inc.
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
AAPL / Apple Inc.
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock)
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
COF / Capital One Financial Corporation
IRM / Iron Mountain Incorporated
SYK / Stryker Corporation
DOW / Dow Inc.
WMT / Walmart Inc.
AMD / Advanced Micro Devices, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
RCL / Royal Caribbean Cruises Ltd.
NKE_KZ / NIKE, Inc.
AVGO / Broadcom Inc.
MAR / Marriott International, Inc.
OLED / Universal Display Corporation
SHG / Shinhan Financial Group Co., Ltd. - Depositary Receipt (Common Stock)
BBWI / Bath & Body Works, Inc.
DUSA / Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
CMG / Chipotle Mexican Grill, Inc.
CLX / The Clorox Company
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
DE / Deere & Company
FHN / First Horizon Corporation
WKHS / Workhorse Group Inc.
INVZ / Innoviz Technologies Ltd.
LCID / Lucid Group, Inc.
TFII / TFI International Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
MA / Mastercard Incorporated
UBER / Uber Technologies, Inc.
COP / ConocoPhillips
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
KHC / The Kraft Heinz Company
VLTO / Veralto Corporation
SOUN / SoundHound AI, Inc.
ABT / Abbott Laboratories
CVX / Chevron Corporation
INTU / Intuit Inc.
QQQ / Invesco QQQ Trust, Series 1
CASI / CASI Pharmaceuticals, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF