Market Value8,077,379,378
Total Holdings646
File Date2025-08-06
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
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(USD x1000)
Current Value
(USD x1000)
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AOD / Abrdn Total Dynamic Dividend Fund
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
EQR / Equity Residential
SPG / Simon Property Group, Inc.
IQV / IQVIA Holdings Inc.
CARR / Carrier Global Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
ECL / Ecolab Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
BNC / CEA Industries Inc.
ABT / Abbott Laboratories
PH / Parker-Hannifin Corporation
PSX / Phillips 66
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
SLB / Schlumberger Limited
CPB / The Campbell's Company
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
FTV / Fortive Corporation
VLO / Valero Energy Corporation
DFS / Discover Financial Services
GBTC / Grayscale Bitcoin Trust (BTC)
TRV / The Travelers Companies, Inc.
DFAW / Dimensional ETF Trust - Dimensional World Equity ETF
CME / CME Group Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
IBB / iShares Trust - iShares Biotechnology ETF
BHRB / Burke & Herbert Financial Services Corp.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IWV / iShares Trust - iShares Russell 3000 ETF
NTR / Nutrien Ltd.
WSFS / WSFS Financial Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MSI / Motorola Solutions, Inc.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SEIC / SEI Investments Company
VLY / Valley National Bancorp
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
MRK / Merck & Co., Inc.
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
GS / The Goldman Sachs Group, Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
AMD / Advanced Micro Devices, Inc.
BA / The Boeing Company
ICF / iShares Trust - iShares Select U.S. REIT ETF
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
CVX / Chevron Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
EFX / Equifax Inc.
FOUR / Shift4 Payments, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
AEM / Agnico Eagle Mines Limited
F / Ford Motor Company
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
JOBY / Joby Aviation, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
SDHY / PGIM Short Duration High Yield Opportunities Fund
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
COR / Cencora, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
REET / iShares Trust - iShares Global REIT ETF
MUB / iShares Trust - iShares National Muni Bond ETF
ES / Eversource Energy
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
AME / AMETEK, Inc.
ODFL / Old Dominion Freight Line, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
NBBK / NB Bancorp, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
RGLD / Royal Gold, Inc.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ALRM / Alarm.com Holdings, Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
RDNT / RadNet, Inc.
SNPS / Synopsys, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
REGN / Regeneron Pharmaceuticals, Inc.
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
KDP / Keurig Dr Pepper Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
UNP / Union Pacific Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VRAR / The Glimpse Group, Inc.
ACN / Accenture plc
CAT / Caterpillar Inc.
JEF / Jefferies Financial Group Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
HASI / HA Sustainable Infrastructure Capital, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SPGI / S&P Global Inc.
SCHW / The Charles Schwab Corporation
DIS / The Walt Disney Company
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
STT / State Street Corporation
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BLK / BlackRock, Inc.
GE / General Electric Company
AMGN / Amgen Inc.
LLY / Eli Lilly and Company
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
INTU / Intuit Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
FDX / FedEx Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
BKNG / Booking Holdings Inc.
ICVT / iShares Trust - iShares Convertible Bond ETF
LOGI / Logitech International S.A.
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
FLEX / Flex Ltd.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
MDT / Medtronic plc
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
ENB / Enbridge Inc.
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ABBV / AbbVie Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
ZBH / Zimmer Biomet Holdings, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
MCHP / Microchip Technology Incorporated
NUE / Nucor Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
LTPZ / PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
PRU / Prudential Financial, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
TFC / Truist Financial Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
HUM / Humana Inc.
SGRY / Surgery Partners, Inc.
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
WY / Weyerhaeuser Company
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
GAB / The Gabelli Equity Trust Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
GBDC / Golub Capital BDC, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
EA / Electronic Arts Inc.
UBER / Uber Technologies, Inc.
DWM / WisdomTree Trust - WisdomTree International Equity Fund
CTVA / Corteva, Inc.
MMM / 3M Company
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
GGN / GAMCO Global Gold, Natural Resources & Income Trust
IWN / iShares Trust - iShares Russell 2000 Value ETF
PG / The Procter & Gamble Company
RPM / RPM International Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
TYD / Direxion Shares ETF Trust - Direxion Daily 7-10 Year Treasury Bull 3X Shares
JNJ / Johnson & Johnson
PKG / Packaging Corporation of America
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
R / Ryder System, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
SHEL / Shell plc - Depositary Receipt (Common Stock)
PFE / Pfizer Inc.
UNH / UnitedHealth Group Incorporated
PAYC / Paycom Software, Inc.
ETN / Eaton Corporation plc
PEG / Public Service Enterprise Group Incorporated
ANET / Arista Networks Inc
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares
MU / Micron Technology, Inc.
WTRG / Essential Utilities, Inc.
DNA / Ginkgo Bioworks Holdings, Inc.
ADP / Automatic Data Processing, Inc.
NSC / Norfolk Southern Corporation
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
MO / Altria Group, Inc.
BAH / Booz Allen Hamilton Holding Corporation
QCOM / QUALCOMM Incorporated
META / Meta Platforms, Inc.
WMT / Walmart Inc.
KO / The Coca-Cola Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
GOOG / Alphabet Inc.
AMZN / Amazon.com, Inc.
UAL / United Airlines Holdings, Inc.
FIS / Fidelity National Information Services, Inc.
MDLZ / Mondelez International, Inc.
GLD / SPDR Gold Trust
EMR / Emerson Electric Co.
BRK.A / Berkshire Hathaway Inc.
BRK.A / Berkshire Hathaway Inc.
JBLU / JetBlue Airways Corporation
WFC / Wells Fargo & Company
NCDL / Nuveen Churchill Direct Lending Corp.
AEP / American Electric Power Company, Inc.
TMO / Thermo Fisher Scientific Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
ZVIA / Zevia PBC
WSM / Williams-Sonoma, Inc.
AAPL / Apple Inc.
KMB / Kimberly-Clark Corporation
WBD / Warner Bros. Discovery, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
PM / Philip Morris International Inc.
DDLS / WisdomTree Trust - WisdomTree Dynamic International SmallCap Equity Fund
VDE / Vanguard World Fund - Vanguard Energy ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
OTIS / Otis Worldwide Corporation
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
PTA / Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
NEE / NextEra Energy, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
MSFT / Microsoft Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
PAYX / Paychex, Inc.
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
CB / Chubb Limited
NFLX / Netflix, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
PTC / PTC Inc.
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
DUK / Duke Energy Corporation
CLX / The Clorox Company
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
LOW / Lowe's Companies, Inc.
CP / Canadian Pacific Kansas City Limited
D / Dominion Energy, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
BBLU / EA Series Trust - EA Bridgeway Blue Chip ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
FVCB / FVCBankcorp, Inc.
EBAY / eBay Inc.
MLM / Martin Marietta Materials, Inc.
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
TIP / iShares Trust - iShares TIPS Bond ETF
AVDL / Avadel Pharmaceuticals plc
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF
TD / The Toronto-Dominion Bank
AFK / VanEck ETF Trust - VanEck Africa Index ETF
NEM / Newmont Corporation
ALL / The Allstate Corporation
SLV / iShares Silver Trust
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
IPG / The Interpublic Group of Companies, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
ODV / Osisko Development Corp.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
GIS / General Mills, Inc.
LIN / Linde plc
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
LRCX / Lam Research Corporation
DVY / iShares Trust - iShares Select Dividend ETF
AMAT / Applied Materials, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
NUV / Nuveen Municipal Value Fund, Inc.
LULU / lululemon athletica inc.
GEHC / GE HealthCare Technologies Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
JPM / JPMorgan Chase & Co.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF
IBIT / iShares Bitcoin Trust ETF
BK / The Bank of New York Mellon Corporation
AZO / AutoZone, Inc.
BAC / Bank of America Corporation
AN / AutoNation, Inc.
COF / Capital One Financial Corporation
CHPT / ChargePoint Holdings, Inc.
ED / Consolidated Edison, Inc.
CRWD / CrowdStrike Holdings, Inc.
DE / Deere & Company
HUBB / Hubbell Incorporated
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
QQQ / Invesco QQQ Trust, Series 1
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IDV / iShares Trust - iShares International Select Dividend ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VRTX / Vertex Pharmaceuticals Incorporated
GOOG / Alphabet Inc.
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund
BX / Blackstone Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
GPN / Global Payments Inc.
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
MAR / Marriott International, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
CNI / Canadian National Railway Company
JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
ET / Energy Transfer LP - Limited Partnership
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ARCC / Ares Capital Corporation
OKE / ONEOK, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
PEP / PepsiCo, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
MBB / iShares Trust - iShares MBS ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
BMY / Bristol-Myers Squibb Company
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
BDX / Becton, Dickinson and Company
INFY / Infosys Limited - Depositary Receipt (Common Stock)
PWR / Quanta Services, Inc.
DOW / Dow Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
SPXN / ProShares Trust - ProShares S&P 500 Ex-Financials ETF
BIGZ / BlackRock Innovation and Growth Term Trust
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
BLDR / Builders FirstSource, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
EMM / Global X Funds - Global X Emerging Markets ex-China ETF
UFPI / UFP Industries, Inc.
TMUS / T-Mobile US, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
GEV / GE Vernova Inc.
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
DG / Dollar General Corporation
MMC / Marsh & McLennan Companies, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
UCB / United Community Banks, Inc.
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
FBNC / First Bancorp
GPC / Genuine Parts Company
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ADM / Archer-Daniels-Midland Company
SHOP / Shopify Inc.
TXN / Texas Instruments Incorporated
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
TGT / Target Corporation
SBUX / Starbucks Corporation
DOV / Dover Corporation
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SPY / SPDR S&P 500 ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
WRBY / Warby Parker Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IYF / iShares Trust - iShares U.S. Financials ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
APH / Amphenol Corporation
CSCO / Cisco Systems, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
TT / Trane Technologies plc
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
CCJ / Cameco Corporation
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
DGRO / iShares Trust - iShares Core Dividend Growth ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
RTX / RTX Corporation
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
MCK / McKesson Corporation
EXE / Expand Energy Corporation
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
WM / Waste Management, Inc.
HOLX / Hologic, Inc.
WH / Wyndham Hotels & Resorts, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
HON / Honeywell International Inc.
YUMC / Yum China Holdings, Inc.
GILD / Gilead Sciences, Inc.
KEYS / Keysight Technologies, Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
RY / Royal Bank of Canada
COST / Costco Wholesale Corporation
TJX / The TJX Companies, Inc.
WMG / Warner Music Group Corp.
PSTP / Innovator ETFs Trust - Innovator Power Buffer Step-Up Strategy ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
EWA / iShares, Inc. - iShares MSCI Australia ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
NKE / NIKE, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
FCNCA / First Citizens BancShares, Inc.
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
AJG / Arthur J. Gallagher & Co.
IYJ / iShares Trust - iShares U.S. Industrials ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
FNB / F.N.B. Corporation
LMT / Lockheed Martin Corporation
TEL / TE Connectivity plc
ROL / Rollins, Inc.
VZ / Verizon Communications Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
FCX / Freeport-McMoRan Inc.
OXY / Occidental Petroleum Corporation
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
WMB / The Williams Companies, Inc.
VVR / Invesco Senior Income Trust
IWC / iShares Trust - iShares Micro-Cap ETF
AVTR / Avantor, Inc.
C / Citigroup Inc.
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
IWB / iShares Trust - iShares Russell 1000 ETF
SYK / Stryker Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
ISRG / Intuitive Surgical, Inc.
COP / ConocoPhillips
MCD / McDonald's Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
NTRA / Natera, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
KOPN / Kopin Corporation
INTC / Intel Corporation
FI / Fiserv, Inc.
PHYS / Sprott Physical Gold Trust
ELV / Elevance Health, Inc.
COIN / Coinbase Global, Inc.
DD / DuPont de Nemours, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ROK / Rockwell Automation, Inc.
VRSN / VeriSign, Inc.
DRI / Darden Restaurants, Inc.
MS / Morgan Stanley
J / Jacobs Solutions Inc.
DELL / Dell Technologies Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
AESI / Atlas Energy Solutions Inc.
DLTR / Dollar Tree, Inc.
SWKS / Skyworks Solutions, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
CI / The Cigna Group
AMTM / Amentum Holdings, Inc.
TDY / Teledyne Technologies Incorporated
ORCL / Oracle Corporation
PLTR / Palantir Technologies Inc.
VRT / Vertiv Holdings Co
SBAC / SBA Communications Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
ROST / Ross Stores, Inc.
OKLO / Oklo Inc.
APD / Air Products and Chemicals, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
PYPL / PayPal Holdings, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
UPS / United Parcel Service, Inc.
A / Agilent Technologies, Inc.
YUM / Yum! Brands, Inc.
RL / Ralph Lauren Corporation
TLRY / Tilray Brands, Inc.
ITW / Illinois Tool Works Inc.
KMI / Kinder Morgan, Inc.
AMT / American Tower Corporation
TSLA / Tesla, Inc.
PPG / PPG Industries, Inc.
CRM / Salesforce, Inc.
NOW / ServiceNow, Inc.
MELI / MercadoLibre, Inc.
HSY / The Hershey Company
CL / Colgate-Palmolive Company
CXM / Sprinklr, Inc.
MA / Mastercard Incorporated
FITB / Fifth Third Bancorp
VLTO / Veralto Corporation
LHX / L3Harris Technologies, Inc.
ALGN / Align Technology, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
MSCI / MSCI Inc.
EW / Edwards Lifesciences Corporation
AVGO / Broadcom Inc.
ETSY / Etsy, Inc.
CVS / CVS Health Corporation
SYY / Sysco Corporation
LH / Labcorp Holdings Inc.
AFL / Aflac Incorporated
PPL / PPL Corporation
V / Visa Inc.
KKR / KKR & Co. Inc.
ADBE / Adobe Inc.
TOL / Toll Brothers, Inc.
WST / West Pharmaceutical Services, Inc.
CEG / Constellation Energy Corporation
GLW / Corning Incorporated
TROW / T. Rowe Price Group, Inc.
IBM / International Business Machines Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
PNC / The PNC Financial Services Group, Inc.
BWXT / BWX Technologies, Inc.
L / Loews Corporation
IRM / Iron Mountain Incorporated
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IAU / iShares Gold Trust
XOM / Exxon Mobil Corporation
TDOC / Teladoc Health, Inc.
FTNT / Fortinet, Inc.
O / Realty Income Corporation
HD / The Home Depot, Inc.
INMB / INmune Bio, Inc.
ICE / Intercontinental Exchange, Inc.
KEY / KeyCorp
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CMCSA / Comcast Corporation
SES / SES AI Corporation
CMI / Cummins Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
DHR / Danaher Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
T / AT&T Inc.
WSO / Watsco, Inc.
ZTS / Zoetis Inc.
USB / U.S. Bancorp
FRT / Federal Realty Investment Trust
URI / United Rentals, Inc.
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
GD / General Dynamics Corporation
AON / Aon plc
CSX / CSX Corporation
NOC / Northrop Grumman Corporation
AMP / Ameriprise Financial, Inc.
WELL / Welltower Inc.
SHW / The Sherwin-Williams Company
JCI / Johnson Controls International plc
TXRH / Texas Roadhouse, Inc.
HBAN / Huntington Bancshares Incorporated
WTW / Willis Towers Watson Public Limited Company
SNOW / Snowflake Inc.
SO / The Southern Company
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
AXP / American Express Company