Market Value2,022,280,921
Total Holdings553
File Date2025-04-30
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)
ACN / Accenture plc
CAT / Caterpillar Inc.
MO / Altria Group, Inc.
INDA / iShares Trust - iShares MSCI India ETF
KGCRF / Kinross Gold Corporation - Equity Right
AME / AMETEK, Inc.
TROW / T. Rowe Price Group, Inc.
TECH / Bio-Techne Corporation
VRT / Vertiv Holdings Co
CNC / Centene Corporation
APO / Apollo Global Management, Inc.
PEP / PepsiCo, Inc.
CELH / Celsius Holdings, Inc.
NVDA / NVIDIA Corporation
MS / Morgan Stanley
RMD / ResMed Inc.
MBB / iShares Trust - iShares MBS ETF
MLM / Martin Marietta Materials, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
OTIS / Otis Worldwide Corporation
MSM / MSC Industrial Direct Co., Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
GOOG / Alphabet Inc.
BNT / Brookfield Wealth Solutions Ltd.
SHV / iShares Trust - iShares Short Treasury Bond ETF
PAYX / Paychex, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
BIPC / Brookfield Infrastructure Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CINF / Cincinnati Financial Corporation
AVAV / AeroVironment, Inc.
WELL / Welltower Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock)
BSX / Boston Scientific Corporation
MET / MetLife, Inc.
J / Jacobs Solutions Inc.
SNV / Synovus Financial Corp.
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
LHX / L3Harris Technologies, Inc.
HD / The Home Depot, Inc.
ADP / Automatic Data Processing, Inc.
PPG / PPG Industries, Inc.
ARW / Arrow Electronics, Inc.
BLK / BlackRock, Inc.
DCI / Donaldson Company, Inc.
CBRE / CBRE Group, Inc.
BRK.A / Berkshire Hathaway Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
TFX / Teleflex Incorporated
EFA / iShares Trust - iShares MSCI EAFE ETF
GIL / Gildan Activewear Inc.
IGR / CBRE Global Real Estate Income Fund
CI / The Cigna Group
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
V / Visa Inc.
PNC / The PNC Financial Services Group, Inc.
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
SHW / The Sherwin-Williams Company
MKC / McCormick & Company, Incorporated
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
NBIS / Nebius Group N.V.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SCHW / The Charles Schwab Corporation
LH / Labcorp Holdings Inc.
STLD / Steel Dynamics, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
DGX / Quest Diagnostics Incorporated
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
LPSN / LivePerson, Inc.
MSI / Motorola Solutions, Inc.
GOOGL / Alphabet Inc.
MFC / Manulife Financial Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IBM / International Business Machines Corporation
AMAT / Applied Materials, Inc.
PM / Philip Morris International Inc.
MKL / Markel Group Inc.
TSCO / Tractor Supply Company
LOW / Lowe's Companies, Inc.
COST / Costco Wholesale Corporation
BX / Blackstone Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
GENI / Genius Sports Limited
PDBA / Invesco Agriculture Commodity Strategy No K-1 ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
IR / Ingersoll Rand Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
TRV / The Travelers Companies, Inc.
GL / Globe Life Inc.
TTC / The Toro Company
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
ED / Consolidated Edison, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BXSL / Blackstone Secured Lending Fund
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
IGE / iShares Trust - iShares North American Natural Resources ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
ELV / Elevance Health, Inc.
ALL / The Allstate Corporation
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ET / Energy Transfer LP - Limited Partnership
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VOYA / Voya Financial, Inc.
BWZ / SPDR Series Trust - SPDR Bloomberg Short Term International Treasury Bond ETF
PFG / Principal Financial Group, Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
GOLF / Acushnet Holdings Corp.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
TOL / Toll Brothers, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
AMGN / Amgen Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
WFC / Wells Fargo & Company
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
GIS / General Mills, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
INTU / Intuit Inc.
BR / Broadridge Financial Solutions, Inc.
ABT / Abbott Laboratories
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
GGG / Graco Inc.
ILMN / Illumina, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
PWR / Quanta Services, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
WWD / Woodward, Inc.
IDMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
AJG / Arthur J. Gallagher & Co.
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
ARES / Ares Management Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
JNJ / Johnson & Johnson
DRI / Darden Restaurants, Inc.
CL / Colgate-Palmolive Company
JELD / JELD-WEN Holding, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
BCIM / abrdn ETFs - abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF
NEE / NextEra Energy, Inc.
AEP / American Electric Power Company, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ENB / Enbridge Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
CEG / Constellation Energy Corporation
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
EXPD / Expeditors International of Washington, Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
HSIC / Henry Schein, Inc.
UVE / Universal Insurance Holdings, Inc.
ITW / Illinois Tool Works Inc.
TXN / Texas Instruments Incorporated
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
NDAQ / Nasdaq, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ABBV / AbbVie Inc.
ATO / Atmos Energy Corporation
IAU / iShares Gold Trust
WCN / Waste Connections, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
MDY / SPDR S&P MidCap 400 ETF Trust
EW / Edwards Lifesciences Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
NKE / NIKE, Inc.
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
ECL / Ecolab Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AWP / abrdn Global Premier Properties Fund
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
MRK / Merck & Co., Inc.
TDG / TransDigm Group Incorporated
WRB / W. R. Berkley Corporation
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
CTVA / Corteva, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
BAM / Brookfield Asset Management Ltd.
PALC / Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
WMB / The Williams Companies, Inc.
MCK / McKesson Corporation
ICE / Intercontinental Exchange, Inc.
KXI / iShares Trust - iShares Global Consumer Staples ETF
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
AMCR / Amcor plc
DCRE / Doubleline ETF Trust - DoubleLine Commercial Real Estate ETF
LRCX / Lam Research Corporation
GLW / Corning Incorporated
GILD / Gilead Sciences, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
AVGO / Broadcom Inc.
UBER / Uber Technologies, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
CMI / Cummins Inc.
PSLV / Sprott Physical Silver Trust
MELI / MercadoLibre, Inc.
WY / Weyerhaeuser Company
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
PRI / Primerica, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
EWY / iShares, Inc. - iShares MSCI South Korea ETF
WM / Waste Management, Inc.
VPLS / Vanguard Malvern Funds - Core Plus Bond Fund
ANSS / ANSYS, Inc.
COP / ConocoPhillips
HSY / The Hershey Company
USB / U.S. Bancorp
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
MTZ / MasTec, Inc.
PSQH / PSQ Holdings, Inc.
PHM / PulteGroup, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
ISRG / Intuitive Surgical, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
KKR / KKR & Co. Inc.
VZ / Verizon Communications Inc.
COKE / Coca-Cola Consolidated, Inc.
RF / Regions Financial Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
XOM / Exxon Mobil Corporation
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
TT / Trane Technologies plc
FLKR / Franklin Templeton ETF Trust - Franklin FTSE South Korea ETF
GLD / SPDR Gold Trust
UPS / United Parcel Service, Inc.
WSM / Williams-Sonoma, Inc.
KMI / Kinder Morgan, Inc.
SCI / Service Corporation International
CRSP / CRISPR Therapeutics AG
GPN / Global Payments Inc.
URI / United Rentals, Inc.
QQQ / Invesco QQQ Trust, Series 1
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
IWL / iShares Trust - iShares Russell Top 200 ETF
UNP / Union Pacific Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VLO / Valero Energy Corporation
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
IGRO / iShares Trust - iShares International Dividend Growth ETF
PDO / Pimco Dynamic Income Opportunities Fund
HEIA / Heico Corp. - Class A
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
RPM / RPM International Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
DAVE / Dave Inc.
JSI / Janus Detroit Street Trust - Janus Henderson Securitized Income ETF
JPM / JPMorgan Chase & Co.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
BSL / Blackstone Senior Floating Rate 2027 Term Fund
CHD / Church & Dwight Co., Inc.
DVY / iShares Trust - iShares Select Dividend ETF
AZO / AutoZone, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
TD / The Toronto-Dominion Bank
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BDX / Becton, Dickinson and Company
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
MDT / Medtronic plc
CP / Canadian Pacific Kansas City Limited
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
MMC / Marsh & McLennan Companies, Inc.
FDX / FedEx Corporation
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
CMDY / iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF
ACGL / Arch Capital Group Ltd.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
CCJ / Cameco Corporation
IYR / iShares Trust - iShares U.S. Real Estate ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
FCN / FTI Consulting, Inc.
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
A / Agilent Technologies, Inc.
DD / DuPont de Nemours, Inc.
SYY / Sysco Corporation
RECS / Columbia ETF Trust I - Columbia Research Enhanced Core ETF
CVX / Chevron Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
TFC / Truist Financial Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
TEL / TE Connectivity plc
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
GPC / Genuine Parts Company
DHR / Danaher Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
TJX / The TJX Companies, Inc.
BN / Brookfield Corporation
IGM / iShares Trust - iShares Expanded Tech Sector ETF
GS / The Goldman Sachs Group, Inc.
CPNG / Coupang, Inc.
IDHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
NOW / ServiceNow, Inc.
ASH / Ashland Inc.
L / Loews Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
FDS / FactSet Research Systems Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
WPM / Wheaton Precious Metals Corp.
MCD / McDonald's Corporation
PEN / Penumbra, Inc.
KLAC / KLA Corporation
MAA / Mid-America Apartment Communities, Inc.
WEC / WEC Energy Group, Inc.
NFLX / Netflix, Inc.
OKE / ONEOK, Inc.
TMO / Thermo Fisher Scientific Inc.
KR / The Kroger Co.
BG / Bunge Global SA
OMC / Omnicom Group Inc.
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
EME / EMCOR Group, Inc.
SWKS / Skyworks Solutions, Inc.
PBF / PBF Energy Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
YUM / Yum! Brands, Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
LNG / Cheniere Energy, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BK / The Bank of New York Mellon Corporation
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DOW / Dow Inc.
CRL / Charles River Laboratories International, Inc.
MCHP / Microchip Technology Incorporated
VMC / Vulcan Materials Company
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DFS / Discover Financial Services
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
BRO / Brown & Brown, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
AGX / Argan, Inc.
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
FBMS / The First Bancshares, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
MDLZ / Mondelez International, Inc.
DHI / D.R. Horton, Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
VVV / Valvoline Inc.
DE / Deere & Company
MU / Micron Technology, Inc.
ABBNY / ABB Ltd - Depositary Receipt (Common Stock)
CSM / ProShares Trust - ProShares Large Cap Core Plus
IDV / iShares Trust - iShares International Select Dividend ETF
HON / Honeywell International Inc.
PHYS / Sprott Physical Gold Trust
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ORI / Old Republic International Corporation
DLR / Digital Realty Trust, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
LIN / Linde plc
PG / The Procter & Gamble Company
VPU / Vanguard World Fund - Vanguard Utilities ETF
BIO / Bio-Rad Laboratories, Inc.
RITM / Rithm Capital Corp.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PSX / Phillips 66
CME / CME Group Inc.
PYPL / PayPal Holdings, Inc.
GNRC / Generac Holdings Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
AAPL / Apple Inc.
PLTR / Palantir Technologies Inc.
GD / General Dynamics Corporation
SYK / Stryker Corporation
BAX / Baxter International Inc.
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
QVAL / EA Series Trust - Alpha Architect U.S. Quantitative Value ETF
CLX / The Clorox Company
CHRW / C.H. Robinson Worldwide, Inc.
PANW / Palo Alto Networks, Inc.
NUE / Nucor Corporation
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
CSX / CSX Corporation
APD / Air Products and Chemicals, Inc.
TRGP / Targa Resources Corp.
AXP / American Express Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PNR / Pentair plc
UTG / Reaves Utility Income Fund
FI / Fiserv, Inc.
DRS / Leonardo DRS, Inc.
AMP / Ameriprise Financial, Inc.
ENPH / Enphase Energy, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
LLY / Eli Lilly and Company
EMR / Emerson Electric Co.
CHE / Chemed Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
OXY / Occidental Petroleum Corporation
MMM / 3M Company
AMTM / Amentum Holdings, Inc.
PGR / The Progressive Corporation
MPC / Marathon Petroleum Corporation
NRG / NRG Energy, Inc.
SLV / iShares Silver Trust
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
SNA / Snap-on Incorporated
SHEL / Shell plc - Depositary Receipt (Common Stock)
ORCL / Oracle Corporation
IDCC / InterDigital, Inc.
HLT / Hilton Worldwide Holdings Inc.
UNH / UnitedHealth Group Incorporated
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
BA / The Boeing Company
DIS / The Walt Disney Company
LNC / Lincoln National Corporation
RYN / Rayonier Inc.
SPY / SPDR S&P 500 ETF
QCOM / QUALCOMM Incorporated
T / AT&T Inc.
ROK / Rockwell Automation, Inc.
CB / Chubb Limited
FLOT / iShares Trust - iShares Floating Rate Bond ETF
CRM / Salesforce, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
AMZN / Amazon.com, Inc.
CMCSA / Comcast Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
LMT / Lockheed Martin Corporation
TGT / Target Corporation
ADBE / Adobe Inc.
ETN / Eaton Corporation plc
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
CAH / Cardinal Health, Inc.
C / Citigroup Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
LPX / Louisiana-Pacific Corporation
EQIX / Equinix, Inc.
ORLY / O'Reilly Automotive, Inc.
CVS / CVS Health Corporation
XYL / Xylem Inc.
META / Meta Platforms, Inc.
MEHCQ / 23andMe Holding Co.
THQ / Abrdn Healthcare Opportunities Fund
DRSK / ETF Series Solutions - Aptus Defined Risk ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
MC / Moelis & Company
KMX / CarMax, Inc.
SFBS / ServisFirst Bancshares, Inc.
ON / ON Semiconductor Corporation
VTNRQ / Vertex Energy, Inc.
NVT / nVent Electric plc
GE / General Electric Company
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
NOC / Northrop Grumman Corporation
SBUX / Starbucks Corporation
PFE / Pfizer Inc.
FHN / First Horizon Corporation
AMD / Advanced Micro Devices, Inc.
KMB / Kimberly-Clark Corporation
ALLE / Allegion plc
DVN / Devon Energy Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
WMT / Walmart Inc.
GRAB / Grab Holdings Limited
D / Dominion Energy, Inc.
KO / The Coca-Cola Company
BKNG / Booking Holdings Inc.
FAST / Fastenal Company
CNX / CNX Resources Corporation
BMY / Bristol-Myers Squibb Company
BAC / Bank of America Corporation
MA / Mastercard Incorporated
SO / The Southern Company
EBAY / eBay Inc.
GEHC / GE HealthCare Technologies Inc.
BRK.B / Berkshire Hathaway Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
FCX / Freeport-McMoRan Inc.
NSC / Norfolk Southern Corporation
SPGI / S&P Global Inc.
GEV / GE Vernova Inc.
CSCO / Cisco Systems, Inc.
DUK / Duke Energy Corporation
AFL / Aflac Incorporated
VRTX / Vertex Pharmaceuticals Incorporated
POWL / Powell Industries, Inc.
CPRT / Copart, Inc.
CARR / Carrier Global Corporation
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
ADI / Analog Devices, Inc.
UDR / UDR, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IP / International Paper Company
NU / Nu Holdings Ltd.
IBIT / iShares Bitcoin Trust ETF
PH / Parker-Hannifin Corporation
NVR / NVR, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
PKG / Packaging Corporation of America
VTV / Vanguard Index Funds - Vanguard Value ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
EXR / Extra Space Storage Inc.
PEG / Public Service Enterprise Group Incorporated
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
WTS / Watts Water Technologies, Inc.
MSFT / Microsoft Corporation
LNT / Alliant Energy Corporation
EVRG / Evergy, Inc.
WAT / Waters Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
OKTA / Okta, Inc.
DKS / DICK'S Sporting Goods, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
AFG / American Financial Group, Inc.
TSLA / Tesla, Inc.
INTC / Intel Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
SSD / Simpson Manufacturing Co., Inc.