Market Value186,798,630
Total Holdings445
File Date2025-01-27
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)
SAVA / Cassava Sciences, Inc.
APLD / Applied Digital Corporation
BATRK / Atlanta Braves Holdings, Inc.
VRE / Veris Residential, Inc.
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
QCOM / QUALCOMM Incorporated
BB / BlackBerry Limited
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
LDI / loanDepot, Inc.
SOLV / Solventum Corporation
VRTX / Vertex Pharmaceuticals Incorporated
PNR / Pentair plc
DSM / BNY Mellon Strategic Municipal Bond Fund, Inc.
ILMN / Illumina, Inc.
IAUG / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - August
PANW / Palo Alto Networks, Inc.
IP / International Paper Company
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
GOOGL / Alphabet Inc.
VLO / Valero Energy Corporation
HD / The Home Depot, Inc.
UNP / Union Pacific Corporation
CB / Chubb Limited
BAC / Bank of America Corporation
BRK.B / Berkshire Hathaway Inc.
IXN / iShares Trust - iShares Global Tech ETF
VLTO / Veralto Corporation
CRON / Cronos Group Inc.
HTBK / Heritage Commerce Corp
RGLD / Royal Gold, Inc.
BK / The Bank of New York Mellon Corporation
INTC / Intel Corporation
XMAR / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
PCN / PIMCO Corporate & Income Strategy Fund
AWK / American Water Works Company, Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
CRWD / CrowdStrike Holdings, Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
ADNT / Adient plc
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
GM / General Motors Company
PEP / PepsiCo, Inc.
XOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October
UAL / United Airlines Holdings, Inc.
WMT / Walmart Inc.
ALL / The Allstate Corporation
XJUN / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
GEHC / GE HealthCare Technologies Inc.
MRNA / Moderna, Inc.
TPR / Tapestry, Inc.
BUFG / First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Growth ETF
JCI / Johnson Controls International plc
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
GSHD / Goosehead Insurance, Inc
WDC / Western Digital Corporation
KJAN / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January
GEV / GE Vernova Inc.
CRM / Salesforce, Inc.
WFC / Wells Fargo & Company
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
BFLY / Butterfly Network, Inc.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
SBUX / Starbucks Corporation
PRQR / ProQR Therapeutics N.V.
MSFT / Microsoft Corporation
INTU / Intuit Inc.
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
TRVI / Trevi Therapeutics, Inc.
HSY / The Hershey Company
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
LEA / Lear Corporation
LLY / Eli Lilly and Company
RIVN / Rivian Automotive, Inc.
ASTS / AST SpaceMobile, Inc.
GLAD / Gladstone Capital Corporation
ALLE / Allegion plc
PFS / Provident Financial Services, Inc.
ADP / Automatic Data Processing, Inc.
TDC / Teradata Corporation
HYXF / iShares Trust - iShares ESG Advanced High Yield Corporate Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
UPS / United Parcel Service, Inc.
KJUL / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - July
FDX / FedEx Corporation
LUMN / Lumen Technologies, Inc.
WM / Waste Management, Inc.
XAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - August
AIG / American International Group, Inc.
ENB / Enbridge Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IMAR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - March
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
GRAL / GRAIL, Inc.
IRM / Iron Mountain Incorporated
MRK / Merck & Co., Inc.
GRC / The Gorman-Rupp Company
FTV / Fortive Corporation
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
TGT / Target Corporation
ISEP / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - September
KO / The Coca-Cola Company
SHOP / Shopify Inc.
DINO / HF Sinclair Corporation
SPH / Suburban Propane Partners, L.P. - Limited Partnership
HITI / High Tide Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
DOCU / DocuSign, Inc.
BA / The Boeing Company
VBF / Invesco Bond Fund
MCD / McDonald's Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
RBLX / Roblox Corporation
EIM / Eaton Vance Municipal Bond Fund
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
COP / ConocoPhillips
BTC / Grayscale Bitcoin Mini Trust
ATO / Atmos Energy Corporation
ROST / Ross Stores, Inc.
STX / Seagate Technology Holdings plc
CVS / CVS Health Corporation
FICO / Fair Isaac Corporation
NVDA / NVIDIA Corporation
MCO / Moody's Corporation
PEG / Public Service Enterprise Group Incorporated
UBER / Uber Technologies, Inc.
TT / Trane Technologies plc
SU / Suncor Energy Inc.
GS / The Goldman Sachs Group, Inc.
PRU / Prudential Financial, Inc.
KD / Kyndryl Holdings, Inc.
NU / Nu Holdings Ltd.
FRBA / First Bank
HWM / Howmet Aerospace Inc.
IBP / Installed Building Products, Inc.
NKE / NIKE, Inc.
VZ / Verizon Communications Inc.
EMBC / Embecta Corp.
MIDD / The Middleby Corporation
HES / Hess Corporation
HOG / Harley-Davidson, Inc.
XOM / Exxon Mobil Corporation
FWONK / Formula One Group
HST / Host Hotels & Resorts, Inc.
PSX / Phillips 66
SMCI / Super Micro Computer, Inc.
COHR / Coherent Corp.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
IWO / iShares Trust - iShares Russell 2000 Growth ETF
HUN / Huntsman Corporation
SNDL / SNDL Inc.
GLD / SPDR Gold Trust
GOSS / Gossamer Bio, Inc.
V / Visa Inc.
ABBV / AbbVie Inc.
FCX / Freeport-McMoRan Inc.
LMT / Lockheed Martin Corporation
BSX / Boston Scientific Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
MO / Altria Group, Inc.
GILD / Gilead Sciences, Inc.
AAPL / Apple Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
KULR / KULR Technology Group, Inc.
F / Ford Motor Company
MAT / Mattel, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
CRL / Charles River Laboratories International, Inc.
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
PLUG / Plug Power Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BTC / Grayscale Bitcoin Mini Trust
CCL / Carnival Corporation & plc
FIVN / Five9, Inc.
NARI / Inari Medical, Inc.
BMTX / BM Technologies, Inc.
BMY / Bristol-Myers Squibb Company
EPC / Edgewell Personal Care Company
WIA / Western Asset Inflation-Linked Income Fund
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
MFC / Manulife Financial Corporation
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
NYCB / Flagstar Financial, Inc.
AXP / American Express Company
SKYE / Skye Bioscience, Inc.
MAA / Mid-America Apartment Communities, Inc.
C / Citigroup Inc.
REZI / Resideo Technologies, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
NOC / Northrop Grumman Corporation
TEL / TE Connectivity plc
ICLN / iShares Trust - iShares Global Clean Energy ETF
MSGS / Madison Square Garden Sports Corp.
PLTR / Palantir Technologies Inc.
PENN / PENN Entertainment, Inc.
UGRO / urban-gro, Inc.
TLRY / Tilray Brands, Inc.
EVGO / EVgo, Inc.
CGC / Canopy Growth Corporation
GIS / General Mills, Inc.
GTX / Garrett Motion Inc.
VTRS / Viatris Inc.
KOCT / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - October
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
T / AT&T Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
NEE / NextEra Energy, Inc.
KJUN / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - June
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
RTX / RTX Corporation
CNOB / ConnectOne Bancorp, Inc.
DLR / Digital Realty Trust, Inc.
DJT / Trump Media & Technology Group Corp.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
OKE / ONEOK, Inc.
TSLA / Tesla, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
SNOW / Snowflake Inc.
CHPT / ChargePoint Holdings, Inc.
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
RDN / Radian Group Inc.
GIC / Global Industrial Company
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
FI / Fiserv, Inc.
SRE / Sempra
COMP / Compass, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
DVN / Devon Energy Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
C.WSA / Citigroup, Inc.
SMCI / Super Micro Computer, Inc.
WBA / Walgreens Boots Alliance, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MTEM / Molecular Templates, Inc.
MRO / Marathon Oil Corporation
IFV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright International Focus 5 ETF
FUMB / First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF
ORLY / O'Reilly Automotive, Inc.
BLUE / bluebird bio, Inc.
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
ENR / Energizer Holdings, Inc.
COIN / Coinbase Global, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
PFE / Pfizer Inc.
HEI / HEICO Corporation Put
WEA / Western Asset Premier Bond Fund
MPW / Medical Properties Trust, Inc.
ICE / Intercontinental Exchange, Inc.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
ULTA / Ulta Beauty, Inc.
HUBS / HubSpot, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
NVT / nVent Electric plc
IBM / International Business Machines Corporation
AMZN / Amazon.com, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
MAR / Marriott International, Inc.
ED / Consolidated Edison, Inc.
TRGP / Targa Resources Corp.
VTR / Ventas, Inc.
SAR / Saratoga Investment Corp.
CI / The Cigna Group
MET / MetLife, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
AON / Aon plc
DHF / BNY Mellon High Yield Strategies Fund
AB / AllianceBernstein Holding L.P. - Limited Partnership
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
XNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - November
DLX / Deluxe Corporation
TRV / The Travelers Companies, Inc.
SNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - November
KR / The Kroger Co.
OGI / Organigram Global Inc.
NJR / New Jersey Resources Corporation
DUK / Duke Energy Corporation
NFLX / Netflix, Inc.
CARR / Carrier Global Corporation
TECH / Bio-Techne Corporation
GSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - September
HEI / HEICO Corporation
GFF / Griffon Corporation
JNPR / Juniper Networks, Inc.
XJAN / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January
REGN / Regeneron Pharmaceuticals, Inc.
PM / Philip Morris International Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
ET / Energy Transfer LP - Limited Partnership
IJUN / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - June
HIG / The Hartford Insurance Group, Inc.
XJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July
HUBB / Hubbell Incorporated
RFL / Rafael Holdings, Inc.
META / Meta Platforms, Inc.
XFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - February
WAB / Westinghouse Air Brake Technologies Corporation
OPK / OPKO Health, Inc.
SPGI / S&P Global Inc.
XYZ / Block, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
WTW / Willis Towers Watson Public Limited Company
KLG / WK Kellogg Co
KAUG / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - August
BWXT / BWX Technologies, Inc.
GE / General Electric Company
TTEK / Tetra Tech, Inc.
IR / Ingersoll Rand Inc.
AMP / Ameriprise Financial, Inc.
TSVT / 2seventy bio, Inc.
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
CHDN / Churchill Downs Incorporated
ARTY / iShares Trust - iShares Future AI & Tech ETF
FSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September
ZG / Zillow Group, Inc.
XDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
MIN / MFS Intermediate Income Trust
KHC / The Kraft Heinz Company
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
ETR / Entergy Corporation
ZBH / Zimmer Biomet Holdings, Inc.
VYX / NCR Voyix Corporation
DHR / Danaher Corporation
USB / U.S. Bancorp
MTB / M&T Bank Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MMM / 3M Company
VNT / Vontier Corporation
SYY / Sysco Corporation
OTRK / Ontrak, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
COST / Costco Wholesale Corporation
NATL / NCR Atleos Corporation
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
GLW / Corning Incorporated
DOUG / Douglas Elliman Inc.
VAC / Marriott Vacations Worldwide Corporation
IXJ / iShares Trust - iShares Global Healthcare ETF
ASIX / AdvanSix Inc.
MCY / Mercury General Corporation
EBC / Eastern Bankshares, Inc.
MPV / Barings Participation Investors
IVW / iShares Trust - iShares S&P 500 Growth ETF
HPQ / HP Inc.
ZIMV / ZimVie Inc.
PEGA / Pegasystems Inc.
AVGO / Broadcom Inc.
KLAC / KLA Corporation
AL / Air Lease Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
JNJ / Johnson & Johnson
QQQ / Invesco QQQ Trust, Series 1
OGN / Organon & Co.
CMCSA / Comcast Corporation
CSCO / Cisco Systems, Inc.
SMR / NuScale Power Corporation
EQIX / Equinix, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ORCL / Oracle Corporation
AMD / Advanced Micro Devices, Inc.
AAL / American Airlines Group Inc.
ZM / Zoom Communications Inc.
EMR / Emerson Electric Co.
HAL / Halliburton Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
JPM / JPMorgan Chase & Co.
WBS / Webster Financial Corporation
MA / Mastercard Incorporated
ACB / Aurora Cannabis Inc.
ROKU / Roku, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BX / Blackstone Inc.
GOOG / Alphabet Inc.
WRB / W. R. Berkley Corporation
WBD / Warner Bros. Discovery, Inc.
CVX / Chevron Corporation
SPG / Simon Property Group, Inc.
HEIA / Heico Corp. - Class A
MDLZ / Mondelez International, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ABT / Abbott Laboratories
K / Kellanova
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
VFF / Village Farms International, Inc.
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
MMC / Marsh & McLennan Companies, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
CDW / CDW Corporation
SPY / SPDR S&P 500 ETF
IDRV / iShares Trust - iShares Self-Driving EV and Tech ETF
TMUS / T-Mobile US, Inc.
MSEX / Middlesex Water Company
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
FULT / Fulton Financial Corporation
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
PWR / Quanta Services, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CRUZ / ETF Series Solutions - Defiance Hotel, Airline, and Cruise ETF
INOV / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - November
DOCS / Doximity, Inc.
DPZ / Domino's Pizza, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
CLX / The Clorox Company
IBIT / iShares Bitcoin Trust ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
XMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
KDEC / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - December
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CPRT / Copart, Inc.
SRL / Scully Royalty Ltd.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
URI / United Rentals, Inc.
X / United States Steel Corporation
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
IRDM / Iridium Communications Inc.
XSEP / FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
RC / Ready Capital Corporation
ITCI / Intra-Cellular Therapies, Inc.
DIS / The Walt Disney Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
OTIS / Otis Worldwide Corporation
IAPR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - April
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
OCSL / Oaktree Specialty Lending Corporation
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
FSMB / First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF
BHF / Brighthouse Financial, Inc.
MU / Micron Technology, Inc.
KAPR / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April
BDX / Becton, Dickinson and Company
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
LLYVK / Liberty Live Group
AIG / American International Group, Inc. Put
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
ITW / Illinois Tool Works Inc.
DIAX / Nuveen Dow 30 Dynamic Overwrite Fund
MDT / Medtronic plc
HON / Honeywell International Inc.
ATYR / aTyr Pharma, Inc.
PPLT / abrdn Platinum ETF Trust - abrdn Physical Platinum Shares ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
BIDD / BlackRock ETF Trust - iShares International Dividend Active ETF
LUV / Southwest Airlines Co.
KKR / KKR & Co. Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
FCNCA / First Citizens BancShares, Inc.
PG / The Procter & Gamble Company
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
HTGC / Hercules Capital, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
RIOT / Riot Platforms, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
MPC / Marathon Petroleum Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF