Market Value1,356,501,653
Total Holdings492
File Date2025-05-02
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
UPS / United Parcel Service, Inc.
QS / QuantumScape Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
MILN / Global X Funds - Global X Millennial Consumer ETF
TPL / Texas Pacific Land Corporation
WIT / Wipro Limited - Depositary Receipt (Common Stock)
PM / Philip Morris International Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
TEL / TE Connectivity plc
CARR / Carrier Global Corporation
CNC / Centene Corporation
DTE / DTE Energy Company
ANET / Arista Networks Inc
BA / The Boeing Company
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
GLD / SPDR Gold Trust
ALL / The Allstate Corporation
CDNS / Cadence Design Systems, Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
CPRT / Copart, Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
QQQ / Invesco QQQ Trust, Series 1
CAH / Cardinal Health, Inc.
MO / Altria Group, Inc.
EOG / EOG Resources, Inc.
BAC / Bank of America Corporation
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
QEFA / SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF
VRTX / Vertex Pharmaceuticals Incorporated
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GRMN / Garmin Ltd.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
PYPL / PayPal Holdings, Inc.
DE / Deere & Company
FMAT / Fidelity Covington Trust - Fidelity MSCI Materials Index ETF
KMB / Kimberly-Clark Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
NI / NiSource Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
MSFT / Microsoft Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
PH / Parker-Hannifin Corporation
LRCX / Lam Research Corporation
XOM / Exxon Mobil Corporation
WCN / Waste Connections, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
RY / Royal Bank of Canada
UBS / UBS Group AG
PEG / Public Service Enterprise Group Incorporated
MSTR / Strategy Inc
REET / iShares Trust - iShares Global REIT ETF
PG / The Procter & Gamble Company
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
COST / Costco Wholesale Corporation
GILD / Gilead Sciences, Inc.
PNC / The PNC Financial Services Group, Inc.
AJG / Arthur J. Gallagher & Co.
JCI / Johnson Controls International plc
HBAN / Huntington Bancshares Incorporated
BXP / Boston Properties, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
DUK / Duke Energy Corporation
MNST / Monster Beverage Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
SPY / SPDR S&P 500 ETF
WELL / Welltower Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
ARCC / Ares Capital Corporation
TXN / Texas Instruments Incorporated
TMO / Thermo Fisher Scientific Inc.
LHX / L3Harris Technologies, Inc.
GBDC / Golub Capital BDC, Inc.
FCX / Freeport-McMoRan Inc.
BKR / Baker Hughes Company
RCL / Royal Caribbean Cruises Ltd.
ICLN / iShares Trust - iShares Global Clean Energy ETF
HON / Honeywell International Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ITW / Illinois Tool Works Inc.
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
CMS / CMS Energy Corporation
SF / Stifel Financial Corp.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
TT / Trane Technologies plc
JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF
NEM / Newmont Corporation
SILA / Sila Realty Trust, Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
PAYX / Paychex, Inc.
GM / General Motors Company
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
NOC / Northrop Grumman Corporation
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
SHW / The Sherwin-Williams Company
UNP / Union Pacific Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
CAT / Caterpillar Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
QCOM / QUALCOMM Incorporated
COF / Capital One Financial Corporation
OKE / ONEOK, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
OEF / iShares Trust - iShares S&P 100 ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
LENB / Lennar Corp. - Class B
ADI / Analog Devices, Inc.
ELV / Elevance Health, Inc.
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
RELX / RELX PLC - Depositary Receipt (Common Stock)
CB / Chubb Limited
TTWO / Take-Two Interactive Software, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
META / Meta Platforms, Inc.
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
HSCZ / iShares Trust - iShares Currency Hedged MSCI EAFE Small-Cap ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
INTF / iShares Trust - iShares International Equity Factor ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MSI / Motorola Solutions, Inc.
WFC / Wells Fargo & Company
MDLZ / Mondelez International, Inc.
KLAC / KLA Corporation
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
PGR / The Progressive Corporation
BSX / Boston Scientific Corporation
STT / State Street Corporation
PNFP / Pinnacle Financial Partners, Inc.
BMY / Bristol-Myers Squibb Company
AMT / American Tower Corporation
KMI / Kinder Morgan, Inc.
SCHW / The Charles Schwab Corporation
MRK / Merck & Co., Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
TMUS / T-Mobile US, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MA / Mastercard Incorporated
FLCA / Franklin Templeton ETF Trust - Franklin FTSE Canada ETF
CEG / Constellation Energy Corporation
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
BLK / BlackRock, Inc.
AIG / American International Group, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
ABBV / AbbVie Inc.
T / AT&T Inc.
PEP / PepsiCo, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
RTX / RTX Corporation
WTW / Willis Towers Watson Public Limited Company
MS / Morgan Stanley
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
MDT / Medtronic plc
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
HCA / HCA Healthcare, Inc.
DLR / Digital Realty Trust, Inc.
ETR / Entergy Corporation
UBER / Uber Technologies, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
KBDC / Kayne Anderson BDC, Inc.
APH / Amphenol Corporation
ADP / Automatic Data Processing, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
ORCL / Oracle Corporation
NOW / ServiceNow, Inc.
MU / Micron Technology, Inc.
NVDA / NVIDIA Corporation
PFE / Pfizer Inc.
ABNB / Airbnb, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
IYW / iShares Trust - iShares U.S. Technology ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
IAU / iShares Gold Trust
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ADBE / Adobe Inc.
PANW / Palo Alto Networks, Inc.
HWM / Howmet Aerospace Inc.
BRK.B / Berkshire Hathaway Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
C / Citigroup Inc.
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
CARY / Angel Oak Funds Trust - Angel Oak Income ETF
MTD / Mettler-Toledo International Inc.
GS / The Goldman Sachs Group, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
LMT / Lockheed Martin Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
KO / The Coca-Cola Company
ISRG / Intuitive Surgical, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
PSQH / PSQ Holdings, Inc.
AMD / Advanced Micro Devices, Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
INTC / Intel Corporation
SJM / The J. M. Smucker Company
APO / Apollo Global Management, Inc.
PWR / Quanta Services, Inc.
MET / MetLife, Inc.
WD / Walker & Dunlop, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
TRV / The Travelers Companies, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MAR / Marriott International, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
RF / Regions Financial Corporation
A / Agilent Technologies, Inc.
D / Dominion Energy, Inc.
GIS / General Mills, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
ROST / Ross Stores, Inc.
LLY / Eli Lilly and Company
VTV / Vanguard Index Funds - Vanguard Value ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
DD / DuPont de Nemours, Inc.
SNV / Synovus Financial Corp.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
GE / General Electric Company
AMGN / Amgen Inc.
BKNG / Booking Holdings Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
CRM / Salesforce, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
VOTE / TCW ETF Trust - TCW Transform 500 ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
EQIX / Equinix, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
WM / Waste Management, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
SMLV / SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF
CVX / Chevron Corporation
VTR / Ventas, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
CBRE / CBRE Group, Inc.
ETN / Eaton Corporation plc
IEV / iShares Trust - iShares Europe ETF
EW / Edwards Lifesciences Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
TFC / Truist Financial Corporation
NKE / NIKE, Inc.
FLEE / Franklin Templeton ETF Trust - Franklin FTSE Europe ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
BCS / Barclays PLC - Depositary Receipt (Common Stock)
VZ / Verizon Communications Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
UL / Unilever PLC - Depositary Receipt (Common Stock)
TJX / The TJX Companies, Inc.
JBI / Janus International Group, Inc.
PSX / Phillips 66
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
F / Ford Motor Company
IWB / iShares Trust - iShares Russell 1000 ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
IWM / iShares Trust - iShares Russell 2000 ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CME / CME Group Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
SYK / Stryker Corporation
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
MCD / McDonald's Corporation
SSO / ProShares Trust - ProShares Ultra S&P500
HES / Hess Corporation
SBUX / Starbucks Corporation
CMCSA / Comcast Corporation
CINF / Cincinnati Financial Corporation
ILCG / iShares Trust - iShares Morningstar Growth ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
ED / Consolidated Edison, Inc.
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
DVN / Devon Energy Corporation
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
MKC / McCormick & Company, Incorporated
DIS / The Walt Disney Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
ROP / Roper Technologies, Inc.
LOW / Lowe's Companies, Inc.
GOOGL / Alphabet Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
IBM / International Business Machines Corporation
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
FI / Fiserv, Inc.
FUNL / Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
BRK.A / Berkshire Hathaway Inc.
IDXX / IDEXX Laboratories, Inc.
VTEI / Vanguard Municipal Bond Funds - Vanguard Intermediate-Term Tax-Exempt Bond ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund
REFI / Chicago Atlantic Real Estate Finance, Inc.
CI / The Cigna Group
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
FDX / FedEx Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
HLT / Hilton Worldwide Holdings Inc.
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
IBIT / iShares Bitcoin Trust ETF
XT / iShares Trust - iShares Exponential Technologies ETF
IGE / iShares Trust - iShares North American Natural Resources ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
KEY / KeyCorp
GWW / W.W. Grainger, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
MMC / Marsh & McLennan Companies, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
LEN / Lennar Corporation
WDAY / Workday, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
COP / ConocoPhillips
IWD / iShares Trust - iShares Russell 1000 Value ETF
ICE / Intercontinental Exchange, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
UYLD / Angel Oak Funds Trust - Angel Oak UltraShort Income ETF
CORZ / Core Scientific, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
AME / AMETEK, Inc.
DYAI / Dyadic International, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
LULU / lululemon athletica inc.
MSCI / MSCI Inc.
GEV / GE Vernova Inc.
BX / Blackstone Inc.
PLD / Prologis, Inc.
GBCI / Glacier Bancorp, Inc.
GOOG / Alphabet Inc.
AZO / AutoZone, Inc.
FITB / Fifth Third Bancorp
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PLTR / Palantir Technologies Inc.
ATO / Atmos Energy Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MCK / McKesson Corporation
INTU / Intuit Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
MMM / 3M Company
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
NEE / NextEra Energy, Inc.
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
GD / General Dynamics Corporation
DAL / Delta Air Lines, Inc.
CMI / Cummins Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
PPL / PPL Corporation
EBAY / eBay Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SO / The Southern Company
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
LIN / Linde plc
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SLB / Schlumberger Limited
CSX / CSX Corporation
AVGO / Broadcom Inc.
APD / Air Products and Chemicals, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
HIG / The Hartford Insurance Group, Inc.
CCI / Crown Castle Inc.
TSLA / Tesla, Inc.
AAPL / Apple Inc.
JPM / JPMorgan Chase & Co.
PAYO / Payoneer Global Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
AFL / Aflac Incorporated
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
EMR / Emerson Electric Co.
AMZN / Amazon.com, Inc.
JNJ / Johnson & Johnson
V / Visa Inc.
NSC / Norfolk Southern Corporation
ECL / Ecolab Inc.
DHR / Danaher Corporation
SPGI / S&P Global Inc.
PFLT / PennantPark Floating Rate Capital Ltd.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
TDG / TransDigm Group Incorporated
ADM / Archer-Daniels-Midland Company
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MPC / Marathon Petroleum Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
KR / The Kroger Co.
KVUE / Kenvue Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
AWK / American Water Works Company, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
PCAR / PACCAR Inc
FTNT / Fortinet, Inc.
ABT / Abbott Laboratories
IBB / iShares Trust - iShares Biotechnology ETF
AMAT / Applied Materials, Inc.
ZTS / Zoetis Inc.
ORLY / O'Reilly Automotive, Inc.
ACN / Accenture plc
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
AXP / American Express Company
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
SNPS / Synopsys, Inc.
AMP / Ameriprise Financial, Inc.
TGT / Target Corporation
EVRG / Evergy, Inc.
FINX / Global X Funds - Global X FinTech ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
URI / United Rentals, Inc.
CSCO / Cisco Systems, Inc.
BK / The Bank of New York Mellon Corporation
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
REGN / Regeneron Pharmaceuticals, Inc.
MCO / Moody's Corporation
ADSK / Autodesk, Inc.
AON / Aon plc
WMB / The Williams Companies, Inc.
HPE / Hewlett Packard Enterprise Company
CSGP / CoStar Group, Inc.
EXPE / Expedia Group, Inc.
URA / Global X Funds - Global X Uranium ETF
DASH / DoorDash, Inc.
MAA / Mid-America Apartment Communities, Inc.
CQQQ / Invesco Exchange-Traded Fund Trust II - Invesco China Technology ETF
SPG / Simon Property Group, Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
FAST / Fastenal Company
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
WMT / Walmart Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
COR / Cencora, Inc.
HD / The Home Depot, Inc.
UNH / UnitedHealth Group Incorporated
CRWD / CrowdStrike Holdings, Inc.
CVS / CVS Health Corporation
CMG / Chipotle Mexican Grill, Inc.
NFLX / Netflix, Inc.
SYY / Sysco Corporation
AYI / Acuity Inc.
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
CP / Canadian Pacific Kansas City Limited
FIS / Fidelity National Information Services, Inc.
SYF / Synchrony Financial
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
PRU / Prudential Financial, Inc.
AEE / Ameren Corporation
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
LNT / Alliant Energy Corporation
PNW / Pinnacle West Capital Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF