Market Value6,565,707,947
Total Holdings570
File Date2024-05-14
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)
PII / Polaris Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
PFF / iShares Trust - iShares Preferred and Income Securities ETF
BMY / Bristol-Myers Squibb Company
UNH / UnitedHealth Group Incorporated
OKE / ONEOK, Inc.
ANET / Arista Networks Inc
UFPI / UFP Industries, Inc.
NSC / Norfolk Southern Corporation
TTD / The Trade Desk, Inc.
AMZN / Amazon.com, Inc.
GLD / SPDR Gold Trust
MSTB / ETF Series Solutions - LHA Market State Tactical Beta ETF
BRK.A / Berkshire Hathaway Inc.
AEP / American Electric Power Company, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
ELV / Elevance Health, Inc.
DE / Deere & Company
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
C / Citigroup Inc.
IBIT / iShares Bitcoin Trust ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
DUK / Duke Energy Corporation
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
COF / Capital One Financial Corporation
ED / Consolidated Edison, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
PAYX / Paychex, Inc.
JEF / Jefferies Financial Group Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CB / Chubb Limited
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
UNP / Union Pacific Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ACN / Accenture plc
BK / The Bank of New York Mellon Corporation
ISRG / Intuitive Surgical, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
INTC / Intel Corporation
NFLX / Netflix, Inc.
SLV / iShares Silver Trust
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IPG / The Interpublic Group of Companies, Inc.
WY / Weyerhaeuser Company
GE / General Electric Company
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
ABBV / AbbVie Inc.
PEP / PepsiCo, Inc.
FBNC / First Bancorp
FDX / FedEx Corporation
INFY / Infosys Limited - Depositary Receipt (Common Stock)
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
DG / Dollar General Corporation
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
RTX / RTX Corporation
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
LTPZ / PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
DD / DuPont de Nemours, Inc.
HOLX / Hologic, Inc.
CSCO / Cisco Systems, Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
JOBY / Joby Aviation, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
TT / Trane Technologies plc
REET / iShares Trust - iShares Global REIT ETF
UBER / Uber Technologies, Inc.
MRK / Merck & Co., Inc.
AAPL / Apple Inc.
AJG / Arthur J. Gallagher & Co.
VLY / Valley National Bancorp
NVDA / NVIDIA Corporation
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
GS / The Goldman Sachs Group, Inc.
OXY / Occidental Petroleum Corporation
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
SDHY / PGIM Short Duration High Yield Opportunities Fund
NBBK / NB Bancorp, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
WSFS / WSFS Financial Corporation
IWV / iShares Trust - iShares Russell 3000 ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IWC / iShares Trust - iShares Micro-Cap ETF
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SYK / Stryker Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
MMM / 3M Company
PG / The Procter & Gamble Company
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ROST / Ross Stores, Inc.
APD / Air Products and Chemicals, Inc.
PYPL / PayPal Holdings, Inc.
ECF / Ellsworth Growth and Income Fund Ltd.
YUM / Yum! Brands, Inc.
AMT / American Tower Corporation
PPG / PPG Industries, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
CRM / Salesforce, Inc.
CL / Colgate-Palmolive Company
LHX / L3Harris Technologies, Inc.
CVS / CVS Health Corporation
WST / West Pharmaceutical Services, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
CP / Canadian Pacific Kansas City Limited
CEG / Constellation Energy Corporation
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
HDV / iShares Trust - iShares Core High Dividend ETF
ES / Eversource Energy
KHC / The Kraft Heinz Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
IAU / iShares Gold Trust
PEG / Public Service Enterprise Group Incorporated
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
ZBH / Zimmer Biomet Holdings, Inc.
GAB / The Gabelli Equity Trust Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
GBDC / Golub Capital BDC, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
FNB / F.N.B. Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
AMAT / Applied Materials, Inc.
COST / Costco Wholesale Corporation
SCHW / The Charles Schwab Corporation
R / Ryder System, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CMCSA / Comcast Corporation
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
GILD / Gilead Sciences, Inc.
DHR / Danaher Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
WSO / Watsco, Inc.
NOC / Northrop Grumman Corporation
CSX / CSX Corporation
GD / General Dynamics Corporation
AON / Aon plc
ROL / Rollins, Inc.
SBUX / Starbucks Corporation
SPG / Simon Property Group, Inc.
CXM / Sprinklr, Inc.
CARR / Carrier Global Corporation
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
TRV / The Travelers Companies, Inc.
MSI / Motorola Solutions, Inc.
CC / The Chemours Company
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
VLO / Valero Energy Corporation
LIN / Linde plc
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
WMT / Walmart Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
FCNCA / First Citizens BancShares, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
PFE / Pfizer Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ADP / Automatic Data Processing, Inc.
MO / Altria Group, Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
EMR / Emerson Electric Co.
DAL / Delta Air Lines, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PPL / PPL Corporation
UCB / United Community Banks, Inc.
TROW / T. Rowe Price Group, Inc.
DFS / Discover Financial Services
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
DOW / Dow Inc.
QQQ / Invesco QQQ Trust, Series 1
QCOM / QUALCOMM Incorporated
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
VRTX / Vertex Pharmaceuticals Incorporated
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
CRWD / CrowdStrike Holdings, Inc.
CAT / Caterpillar Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
STT / State Street Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
DLTR / Dollar Tree, Inc.
DWM / WisdomTree Trust - WisdomTree International Equity Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
ADM / Archer-Daniels-Midland Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ECL / Ecolab Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
PERI / Perion Network Ltd.
MDY / SPDR S&P MidCap 400 ETF Trust
HRL / Hormel Foods Corporation
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
BIGZ / BlackRock Innovation and Growth Term Trust
J / Jacobs Solutions Inc.
GDOT / Green Dot Corporation
VMO / Invesco Municipal Opportunity Trust
BFB / Brown-Forman Corp. - Class B
LH / Labcorp Holdings Inc.
VSH / Vishay Intertechnology, Inc.
CIEN / Ciena Corporation
SOTK / Sono-Tek Corporation
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
TDY / Teledyne Technologies Incorporated
FITB / Fifth Third Bancorp
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
WTW / Willis Towers Watson Public Limited Company
ICVT / iShares Trust - iShares Convertible Bond ETF
FBIN / Fortune Brands Innovations, Inc.
SPGI / S&P Global Inc.
AVDL / Avadel Pharmaceuticals plc
VKQ / Invesco Municipal Trust
INSG / Inseego Corp.
GSAT / Globalstar, Inc.
ABNB / Airbnb, Inc.
RF / Regions Financial Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
NVTAQ / Invitae Corporation
IVZ / Invesco Ltd.
TTWO / Take-Two Interactive Software, Inc.
MODG / Topgolf Callaway Brands Corp.
AXP / American Express Company
CMI / Cummins Inc.
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CI / The Cigna Group
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
CLX / The Clorox Company
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
ODFL / Old Dominion Freight Line, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
T / AT&T Inc.
ABT / Abbott Laboratories
ETSY / Etsy, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
PSTP / Innovator ETFs Trust - Innovator Power Buffer Step-Up Strategy ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
AEM / Agnico Eagle Mines Limited
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IBM / International Business Machines Corporation
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF
MU / Micron Technology, Inc.
UPS / United Parcel Service, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
WFC / Wells Fargo & Company
PHYS / Sprott Physical Gold Trust
ETN / Eaton Corporation plc
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
ROK / Rockwell Automation, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
PRU / Prudential Financial, Inc.
META / Meta Platforms, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
DOV / Dover Corporation
TFC / Truist Financial Corporation
CVX / Chevron Corporation
TMO / Thermo Fisher Scientific Inc.
V / Visa Inc.
NTR / Nutrien Ltd.
WM / Waste Management, Inc.
ZTS / Zoetis Inc.
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
KMI / Kinder Morgan, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
HD / The Home Depot, Inc.
EFX / Equifax Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
GLW / Corning Incorporated
AME / AMETEK, Inc.
MATX / Matson, Inc.
TDOC / Teladoc Health, Inc.
TSLA / Tesla, Inc.
DIS / The Walt Disney Company
KO / The Coca-Cola Company
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
STZ / Constellation Brands, Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
EBAY / eBay Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
HII / Huntington Ingalls Industries, Inc.
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
BA / The Boeing Company
IVW / iShares Trust - iShares S&P 500 Growth ETF
F / Ford Motor Company
PH / Parker-Hannifin Corporation
LUV / Southwest Airlines Co.
NKE / NIKE, Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
AVGO / Broadcom Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
VVR / Invesco Senior Income Trust
GGN / GAMCO Global Gold, Natural Resources & Income Trust
NUE / Nucor Corporation
ADBE / Adobe Inc.
TGT / Target Corporation
ALGN / Align Technology, Inc.
JNJ / Johnson & Johnson
AVTR / Avantor, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
ORCL / Oracle Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
TXRH / Texas Roadhouse, Inc.
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
EL / The Estée Lauder Companies Inc.
BX / Blackstone Inc.
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF
CE / Celanese Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
URI / United Rentals, Inc.
MLM / Martin Marietta Materials, Inc.
LRCX / Lam Research Corporation
MBB / iShares Trust - iShares MBS ETF
OIA / Invesco Municipal Income Opportunities Trust
FIS / Fidelity National Information Services, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
WBS / Webster Financial Corporation
ET / Energy Transfer LP - Limited Partnership
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
FTV / Fortive Corporation
HUM / Humana Inc.
FLEX / Flex Ltd.
GPC / Genuine Parts Company
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
COR / Cencora, Inc.
SNPS / Synopsys, Inc.
TD / The Toronto-Dominion Bank
GOOG / Alphabet Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
NXPI / NXP Semiconductors N.V.
NEE / NextEra Energy, Inc.
LMT / Lockheed Martin Corporation
CTVA / Corteva, Inc.
PSX / Phillips 66
GOOGL / Alphabet Inc.
MTNB / Matinas BioPharma Holdings, Inc.
RY / Royal Bank of Canada
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
USB / U.S. Bancorp
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
C.WSA / Citigroup, Inc.
O / Realty Income Corporation
MCK / McKesson Corporation
XFLT / XAI Octagon Floating Rate & Alternative Income Trust
BRK.B / Berkshire Hathaway Inc.
ENB / Enbridge Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
IBB / iShares Trust - iShares Biotechnology ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PM / Philip Morris International Inc.
MPW / Medical Properties Trust, Inc.
TXN / Texas Instruments Incorporated
BKNG / Booking Holdings Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
KMB / Kimberly-Clark Corporation
HSY / The Hershey Company
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
SYY / Sysco Corporation
WSM / Williams-Sonoma, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
LOGI / Logitech International S.A.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
MSCI / MSCI Inc.
TJX / The TJX Companies, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VRSN / VeriSign, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SHW / The Sherwin-Williams Company
MA / Mastercard Incorporated
VZ / Verizon Communications Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
SWKS / Skyworks Solutions, Inc.
CME / CME Group Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
ALRM / Alarm.com Holdings, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
CLBK / Columbia Financial, Inc.
BCX / Blackrock Resources & Commodities Strategy Trust
ALL / The Allstate Corporation
GEHC / GE HealthCare Technologies Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
CPB / The Campbell's Company
REGN / Regeneron Pharmaceuticals, Inc.
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
OTIS / Otis Worldwide Corporation
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
FTNT / Fortinet, Inc.
RPM / RPM International Inc.
AMP / Ameriprise Financial, Inc.
MDLZ / Mondelez International, Inc.
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
LOW / Lowe's Companies, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
TIP / iShares Trust - iShares TIPS Bond ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
SO / The Southern Company
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
HUBB / Hubbell Incorporated
JPM / JPMorgan Chase & Co.
MYE / Myers Industries, Inc.
ITW / Illinois Tool Works Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
DVY / iShares Trust - iShares Select Dividend ETF
KOPN / Kopin Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
ODV / Osisko Development Corp.
GPN / Global Payments Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BBLU / EA Series Trust - EA Bridgeway Blue Chip ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
LUMN / Lumen Technologies, Inc.
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
BDX / Becton, Dickinson and Company
AMD / Advanced Micro Devices, Inc.
DNB / Dun & Bradstreet Holdings, Inc.
GIS / General Mills, Inc.
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
TEL / TE Connectivity plc
AZO / AutoZone, Inc.
TOL / Toll Brothers, Inc.
PTA / Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
PNC / The PNC Financial Services Group, Inc.
ANVS / Annovis Bio, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
AMGN / Amgen Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
AWP / abrdn Global Premier Properties Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
BAC / Bank of America Corporation
LLY / Eli Lilly and Company
FRT / Federal Realty Investment Trust
EPD / Enterprise Products Partners L.P. - Limited Partnership
MAR / Marriott International, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
MMC / Marsh & McLennan Companies, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
MS / Morgan Stanley
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
FI / Fiserv, Inc.
INTU / Intuit Inc.
MDT / Medtronic plc
WTRG / Essential Utilities, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IESC / IES Holdings, Inc.
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
MCHP / Microchip Technology Incorporated
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
BLDR / Builders FirstSource, Inc.
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
MSFT / Microsoft Corporation
SEIC / SEI Investments Company
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
AFL / Aflac Incorporated
IWB / iShares Trust - iShares Russell 1000 ETF
ICE / Intercontinental Exchange, Inc.
SPY / SPDR S&P 500 ETF
D / Dominion Energy, Inc.
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
L / Loews Corporation
DNA / Ginkgo Bioworks Holdings, Inc.
HON / Honeywell International Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
EA / Electronic Arts Inc.
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
IYJ / iShares Trust - iShares U.S. Industrials ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
PKG / Packaging Corporation of America
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
HBAN / Huntington Bancshares Incorporated
MCD / McDonald's Corporation
ICF / iShares Trust - iShares Select U.S. REIT ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
COP / ConocoPhillips
XOM / Exxon Mobil Corporation
SEEL / Seelos Therapeutics, Inc.