Market Value7,392,328,495
Total Holdings607
File Date2025-05-08
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)
OTIS / Otis Worldwide Corporation
CB / Chubb Limited
IWC / iShares Trust - iShares Micro-Cap ETF
EBAY / eBay Inc.
RDNT / RadNet, Inc.
JEF / Jefferies Financial Group Inc.
ICVT / iShares Trust - iShares Convertible Bond ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
PG / The Procter & Gamble Company
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
SLV / iShares Silver Trust
MCD / McDonald's Corporation
SEIC / SEI Investments Company
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SPGI / S&P Global Inc.
ODFL / Old Dominion Freight Line, Inc.
WSFS / WSFS Financial Corporation
VRAR / The Glimpse Group, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
UNH / UnitedHealth Group Incorporated
BCS / Barclays PLC - Depositary Receipt (Common Stock)
PAYC / Paycom Software, Inc.
ANET / Arista Networks Inc
ETN / Eaton Corporation plc
TMUS / T-Mobile US, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
MU / Micron Technology, Inc.
TEL / TE Connectivity plc
PKG / Packaging Corporation of America
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
IYF / iShares Trust - iShares U.S. Financials ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
OKE / ONEOK, Inc.
NSC / Norfolk Southern Corporation
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
CLX / The Clorox Company
META / Meta Platforms, Inc.
KO / The Coca-Cola Company
AMD / Advanced Micro Devices, Inc.
GOOG / Alphabet Inc.
AMZN / Amazon.com, Inc.
FIS / Fidelity National Information Services, Inc.
MDLZ / Mondelez International, Inc.
GLD / SPDR Gold Trust
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
BRK.A / Berkshire Hathaway Inc.
AEP / American Electric Power Company, Inc.
NEE / NextEra Energy, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
CI / The Cigna Group
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
AMTM / Amentum Holdings, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
SCHW / The Charles Schwab Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VRTX / Vertex Pharmaceuticals Incorporated
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IBIT / iShares Bitcoin Trust ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
TD / The Toronto-Dominion Bank
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BLK / BlackRock, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
DUK / Duke Energy Corporation
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
WFC / Wells Fargo & Company
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
DVY / iShares Trust - iShares Select Dividend ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
NCDL / Nuveen Churchill Direct Lending Corp.
DIA / SPDR Dow Jones Industrial Average ETF Trust
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
WSM / Williams-Sonoma, Inc.
LULU / lululemon athletica inc.
PAYX / Paychex, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
JPM / JPMorgan Chase & Co.
ELV / Elevance Health, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
GOOGL / Alphabet Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ALRM / Alarm.com Holdings, Inc.
SPXN / ProShares Trust - ProShares S&P 500 Ex-Financials ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
NKE / NIKE, Inc.
SNPS / Synopsys, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
REGN / Regeneron Pharmaceuticals, Inc.
JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
KOPN / Kopin Corporation
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
SHOP / Shopify Inc.
BK / The Bank of New York Mellon Corporation
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
BAC / Bank of America Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DIS / The Walt Disney Company
IWD / iShares Trust - iShares Russell 1000 Value ETF
NFLX / Netflix, Inc.
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
ACN / Accenture plc
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
LOW / Lowe's Companies, Inc.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
AME / AMETEK, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
BMY / Bristol-Myers Squibb Company
CCJ / Cameco Corporation
GE / General Electric Company
GEV / GE Vernova Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
UFPI / UFP Industries, Inc.
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
MDT / Medtronic plc
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
SPY / SPDR S&P 500 ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
HASI / HA Sustainable Infrastructure Capital, Inc.
RTX / RTX Corporation
IBB / iShares Trust - iShares Biotechnology ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
AVDL / Avadel Pharmaceuticals plc
WRBY / Warby Parker Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
AAPL / Apple Inc.
AMGN / Amgen Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
DRI / Darden Restaurants, Inc.
PEP / PepsiCo, Inc.
BDX / Becton, Dickinson and Company
MCHP / Microchip Technology Incorporated
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
INTU / Intuit Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
KMB / Kimberly-Clark Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SBUX / Starbucks Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
ENB / Enbridge Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
LLY / Eli Lilly and Company
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
DG / Dollar General Corporation
D / Dominion Energy, Inc.
WM / Waste Management, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ZBH / Zimmer Biomet Holdings, Inc.
AJG / Arthur J. Gallagher & Co.
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF
WY / Weyerhaeuser Company
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
ABBV / AbbVie Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
FOUR / Shift4 Payments, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
HOLX / Hologic, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
IVV / iShares Trust - iShares Core S&P 500 ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
GILD / Gilead Sciences, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
COST / Costco Wholesale Corporation
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
DOV / Dover Corporation
NUE / Nucor Corporation
GPC / Genuine Parts Company
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
FCNCA / First Citizens BancShares, Inc.
FBNC / First Bancorp
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
REET / iShares Trust - iShares Global REIT ETF
TFC / Truist Financial Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
GAB / The Gabelli Equity Trust Inc.
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
DWM / WisdomTree Trust - WisdomTree International Equity Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
OXY / Occidental Petroleum Corporation
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PSTP / Innovator ETFs Trust - Innovator Power Buffer Step-Up Strategy ETF
VZ / Verizon Communications Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
BA / The Boeing Company
VLY / Valley National Bancorp
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
IWV / iShares Trust - iShares Russell 3000 ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
C / Citigroup Inc.
CVX / Chevron Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SYK / Stryker Corporation
JOBY / Joby Aviation, Inc.
SDHY / PGIM Short Duration High Yield Opportunities Fund
WMB / The Williams Companies, Inc.
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
COR / Cencora, Inc.
NTR / Nutrien Ltd.
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IWB / iShares Trust - iShares Russell 1000 ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
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
ROL / Rollins, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
BX / Blackstone Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ORCL / Oracle Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
ROST / Ross Stores, Inc.
APD / Air Products and Chemicals, Inc.
MCK / McKesson Corporation
ZVIA / Zevia PBC
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
TIP / iShares Trust - iShares TIPS Bond ETF
EXE / Expand Energy Corporation
PYPL / PayPal Holdings, Inc.
NOW / ServiceNow, Inc.
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
UPS / United Parcel Service, Inc.
YUM / Yum! Brands, Inc.
CRM / Salesforce, Inc.
ITW / Illinois Tool Works Inc.
KMI / Kinder Morgan, Inc.
AMT / American Tower Corporation
PPG / PPG Industries, Inc.
J / Jacobs Solutions Inc.
RL / Ralph Lauren Corporation
ALGN / Align Technology, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CL / Colgate-Palmolive Company
CXM / Sprinklr, Inc.
TDY / Teledyne Technologies Incorporated
HSY / The Hershey Company
MA / Mastercard Incorporated
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
LHX / L3Harris Technologies, Inc.
MSCI / MSCI Inc.
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
CVS / CVS Health Corporation
SO / The Southern Company
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
LH / Labcorp Holdings Inc.
ADBE / Adobe Inc.
WST / West Pharmaceutical Services, Inc.
CEG / Constellation Energy Corporation
V / Visa Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
IBM / International Business Machines Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
PNC / The PNC Financial Services Group, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SGRY / Surgery Partners, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
IRM / Iron Mountain Incorporated
A / Agilent Technologies, Inc.
IAU / iShares Gold Trust
IYW / iShares Trust - iShares U.S. Technology ETF
XOM / Exxon Mobil Corporation
FTNT / Fortinet, Inc.
O / Realty Income Corporation
HD / The Home Depot, Inc.
FITB / Fifth Third Bancorp
ICE / Intercontinental Exchange, Inc.
TDOC / Teladoc Health, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CMCSA / Comcast Corporation
CMI / Cummins Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
GD / General Dynamics Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DHR / Danaher Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
T / AT&T Inc.
AON / Aon plc
TROW / T. Rowe Price Group, Inc.
WSO / Watsco, Inc.
CSX / CSX Corporation
ZTS / Zoetis Inc.
USB / U.S. Bancorp
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
WELL / Welltower Inc.
SHW / The Sherwin-Williams Company
TXRH / Texas Roadhouse, Inc.
HBAN / Huntington Bancshares Incorporated
SPG / Simon Property Group, Inc.
CARR / Carrier Global Corporation
PH / Parker-Hannifin Corporation
PSX / Phillips 66
MSI / Motorola Solutions, Inc.
TRV / The Travelers Companies, Inc.
AMP / Ameriprise Financial, Inc.
LTPZ / PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
RPM / RPM International Inc.
FRT / Federal Realty Investment Trust
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
JNJ / Johnson & Johnson
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
APH / Amphenol Corporation
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
HDV / iShares Trust - iShares Core High Dividend ETF
CMG / Chipotle Mexican Grill, Inc.
B / Barrick Mining Corporation
KHC / The Kraft Heinz Company
FBIN / Fortune Brands Innovations, Inc.
CP / Canadian Pacific Kansas City Limited
EQT / EQT Corporation
MTB / M&T Bank Corporation
KEYS / Keysight Technologies, Inc.
CC / The Chemours Company
MLM / Martin Marietta Materials, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
ORLY / O'Reilly Automotive, Inc.
KKR / KKR & Co. Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
DNB / Dun & Bradstreet Holdings, Inc.
VLTO / Veralto Corporation
PWR / Quanta Services, Inc.
SLB / Schlumberger Limited
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
GPN / Global Payments Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ED / Consolidated Edison, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
HUBB / Hubbell Incorporated
BBLU / EA Series Trust - EA Bridgeway Blue Chip ETF
NUV / Nuveen Municipal Value Fund, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
ALL / The Allstate Corporation
ET / Energy Transfer LP - Limited Partnership
BP / BP p.l.c. - Depositary Receipt (Common Stock)
AESI / Atlas Energy Solutions Inc.
MAR / Marriott International, Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
CPB / The Campbell's Company
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
FTV / Fortive Corporation
DE / Deere & Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
INFY / Infosys Limited - Depositary Receipt (Common Stock)
F / Ford Motor Company
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ABT / Abbott Laboratories
UL / Unilever PLC - Depositary Receipt (Common Stock)
SHEL / Shell plc - Depositary Receipt (Common Stock)
PFE / Pfizer Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
R / Ryder System, Inc.
MO / Altria Group, Inc.
UAL / United Airlines Holdings, Inc.
EMR / Emerson Electric Co.
VRSN / VeriSign, Inc.
PEG / Public Service Enterprise Group Incorporated
MS / Morgan Stanley
WTRG / Essential Utilities, Inc.
PPL / PPL Corporation
ETSY / Etsy, Inc.
WTW / Willis Towers Watson Public Limited Company
TOL / Toll Brothers, Inc.
GLW / Corning Incorporated
L / Loews Corporation
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
NBBK / NB Bancorp, Inc.
AXP / American Express Company
BIGZ / BlackRock Innovation and Growth Term Trust
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
RGLD / Royal Gold, Inc.
TSLA / Tesla, Inc.
UBER / Uber Technologies, Inc.
MRK / Merck & Co., Inc.
FLEX / Flex Ltd.
QCOM / QUALCOMM Incorporated
PHYS / Sprott Physical Gold Trust
DD / DuPont de Nemours, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
CHPT / ChargePoint Holdings, Inc.
AMAT / Applied Materials, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
KDP / Keurig Dr Pepper Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CNI / Canadian National Railway Company
PTA / Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IPG / The Interpublic Group of Companies, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
TXN / Texas Instruments Incorporated
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
BKNG / Booking Holdings Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
BLDR / Builders FirstSource, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
LOGI / Logitech International S.A.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
RY / Royal Bank of Canada
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
HON / Honeywell International Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
CSCO / Cisco Systems, Inc.
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
YUMC / Yum China Holdings, Inc.
TJX / The TJX Companies, Inc.
EA / Electronic Arts Inc.
FNB / F.N.B. Corporation
BHRB / Burke & Herbert Financial Services Corp.
ICF / iShares Trust - iShares Select U.S. REIT ETF
AEM / Agnico Eagle Mines Limited
AVGO / Broadcom Inc.
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
AVTR / Avantor, Inc.
GGN / GAMCO Global Gold, Natural Resources & Income Trust
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
MMM / 3M Company
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
COP / ConocoPhillips
LMT / Lockheed Martin Corporation
BRK.B / Berkshire Hathaway Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
NTRA / Natera, Inc.
PLTR / Palantir Technologies Inc.
SNOW / Snowflake Inc.
INTC / Intel Corporation
NVDA / NVIDIA Corporation
FI / Fiserv, Inc.
FDX / FedEx Corporation
CRWD / CrowdStrike Holdings, Inc.
GS / The Goldman Sachs Group, Inc.
GEHC / GE HealthCare Technologies Inc.
PRU / Prudential Financial, Inc.
CAT / Caterpillar Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
UNP / Union Pacific Corporation
OEF / iShares Trust - iShares S&P 100 ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
TGT / Target Corporation
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
QQQ / Invesco QQQ Trust, Series 1
AFL / Aflac Incorporated
GIS / General Mills, Inc.
HUM / Humana Inc.
ES / Eversource Energy
CME / CME Group Inc.
PM / Philip Morris International Inc.
TT / Trane Technologies plc
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
MBB / iShares Trust - iShares MBS ETF
LRCX / Lam Research Corporation
FVCB / FVCBankcorp, Inc.
URI / United Rentals, Inc.
WMT / Walmart Inc.
SES / SES AI Corporation
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
WMG / Warner Music Group Corp.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
EQR / Equity Residential
ECL / Ecolab Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
KEY / KeyCorp
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
MET / MetLife, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SYY / Sysco Corporation
UCB / United Community Banks, Inc.
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ROK / Rockwell Automation, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
VLO / Valero Energy Corporation
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
LIN / Linde plc
DLTR / Dollar Tree, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
MELI / MercadoLibre, Inc.
COF / Capital One Financial Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
SWKS / Skyworks Solutions, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ISRG / Intuitive Surgical, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
STT / State Street Corporation
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
ADP / Automatic Data Processing, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
TMO / Thermo Fisher Scientific Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
ADI / Analog Devices, Inc.
ADM / Archer-Daniels-Midland Company
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
MRNA / Moderna, Inc.
DFS / Discover Financial Services
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
GBDC / Golub Capital BDC, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
ODV / Osisko Development Corp.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
MMC / Marsh & McLennan Companies, Inc.
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
DOW / Dow Inc.
MSFT / Microsoft Corporation
QUBT / Quantum Computing Inc.
CTVA / Corteva, Inc.
SBAC / SBA Communications Corporation
EFX / Equifax Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
GM / General Motors Company
DAL / Delta Air Lines, Inc.
WPC / W. P. Carey Inc.
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF