Market Value7,039,581,038
Total Holdings644
File Date2024-02-07
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)
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
CSCO / Cisco Systems, Inc.
JPM / JPMorgan Chase & Co.
ENPH / Enphase Energy, Inc.
GALT / Galectin Therapeutics Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
HD / The Home Depot, Inc.
OTIS / Otis Worldwide Corporation
MTTR / Matterport, Inc.
RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
FRGI / Fiesta Restaurant Group Inc
ATVI / Activision Blizzard Inc
AUID / authID Inc.
YUM / Yum! Brands, Inc.
PYPL / PayPal Holdings, Inc.
AMP / Ameriprise Financial, Inc.
HRL / Hormel Foods Corporation
GWW / W.W. Grainger, Inc.
SLV / iShares Silver Trust
LNT / Alliant Energy Corporation
MCD / McDonald's Corporation
MTB / M&T Bank Corporation
ORCL / Oracle Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
CDNS / Cadence Design Systems, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
PAG / Penske Automotive Group, Inc.
CCL / Carnival Corporation & plc
IYH / iShares Trust - iShares U.S. Healthcare ETF
LOW / Lowe's Companies, Inc.
LUV / Southwest Airlines Co.
TRV / The Travelers Companies, Inc.
AAL / American Airlines Group Inc.
FEMY / Femasys Inc.
ICUI / ICU Medical, Inc.
LMT / Lockheed Martin Corporation
PM / Philip Morris International Inc.
PLD / Prologis, Inc.
TMO / Thermo Fisher Scientific Inc.
HON / Honeywell International Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CION / CION Investment Corporation
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
C / Citigroup Inc.
CACI / CACI International Inc
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
UGI / UGI Corporation
BAC / Bank of America Corporation
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
UNP / Union Pacific Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
WTRG / Essential Utilities, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
L / Loews Corporation
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
PH / Parker-Hannifin Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
ABBV / AbbVie Inc.
GPC / Genuine Parts Company
GAP / The Gap, Inc.
TXN / Texas Instruments Incorporated
MEC / Mayville Engineering Company, Inc.
AEP / American Electric Power Company, Inc.
HPQ / HP Inc.
ED / Consolidated Edison, Inc.
CMI / Cummins Inc.
DKS / DICK'S Sporting Goods, Inc.
TPL / Texas Pacific Land Corporation
HEES / H&E Equipment Services, Inc.
NOC / Northrop Grumman Corporation
WBD / Warner Bros. Discovery, Inc.
IDXX / IDEXX Laboratories, Inc.
MTD / Mettler-Toledo International Inc.
MU / Micron Technology, Inc.
APD / Air Products and Chemicals, Inc.
ZTS / Zoetis Inc.
DHR / Danaher Corporation
COST / Costco Wholesale Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
KO / The Coca-Cola Company
AMT / American Tower Corporation
EMR / Emerson Electric Co.
CEG / Constellation Energy Corporation
INTU / Intuit Inc.
SHOP / Shopify Inc.
TGT / Target Corporation
PB / Prosperity Bancshares, Inc.
DINO / HF Sinclair Corporation
CRM / Salesforce, Inc.
SJM / The J. M. Smucker Company
ABT / Abbott Laboratories
ZBH / Zimmer Biomet Holdings, Inc.
DUK / Duke Energy Corporation
ADBE / Adobe Inc.
JNJ / Johnson & Johnson
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
AMZN / Amazon.com, Inc.
ZIMV / ZimVie Inc.
ALL / The Allstate Corporation
AZO / AutoZone, Inc.
CVS / CVS Health Corporation
SDIV / Global X Funds - Global X SuperDividend ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
ONTO / Onto Innovation Inc.
MSI / Motorola Solutions, Inc.
IDU / iShares Trust - iShares U.S. Utilities ETF
ETN / Eaton Corporation plc
F / Ford Motor Company
AMGN / Amgen Inc.
SYK / Stryker Corporation
SLB / Schlumberger Limited
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
LHX / L3Harris Technologies, Inc.
CLX / The Clorox Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
WFC / Wells Fargo & Company
0KAB / O'Reilly Automotive, Inc.
US74348TAT97 / Prospect Capital Corporation Bond
SEE / Sealed Air Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
ACHR / Archer Aviation Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SWK / Stanley Black & Decker, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IYJ / iShares Trust - iShares U.S. Industrials ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
DNP / DNP Select Income Fund Inc.
RKT / Rocket Companies, Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
NNY / Nuveen New York Municipal Value Fund
CB / Chubb Limited
FIF / First Trust Energy Infrastructure Fund
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
MCO / Moody's Corporation
EGBN / Eagle Bancorp, Inc.
ACN / Accenture plc
IWB / iShares Trust - iShares Russell 1000 ETF
HSY / The Hershey Company
FIS / Fidelity National Information Services, Inc.
UP / Wheels Up Experience Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ADP / Automatic Data Processing, Inc.
TSLA / Tesla, Inc.
COP / ConocoPhillips
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
E-HOME HOUSEHOLD SVC HLDGS L / SHS NEW (G2952X120)
PCTI / PCTEL, Inc.
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
VMC / Vulcan Materials Company
NSC / Norfolk Southern Corporation
DVN / Devon Energy Corporation
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
TRP / TC Energy Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
FSTR / L.B. Foster Company
/ URGENT.LY INC
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
J / Jacobs Solutions Inc.
IBTD / iShares Trust - iShares iBonds Dec 2023 Term Treasury ETF
EOG / EOG Resources, Inc.
BSJN / Invesco BulletShares 2023 High Yield Corporate Bond ETF
PTRS / Partners Bancorp
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
HYT / BlackRock Corporate High Yield Fund, Inc.
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
PG / The Procter & Gamble Company
DOW / Dow Inc.
FLEX / Flex Ltd.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
SURE / AdvisorShares Trust - AdvisorShares Insider Advantage ETF
GIS / General Mills, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
/ SURO CAPITAL COR
MICT / M&I Capital Trust B - Preferred Security
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
GAME / GameSquare Holdings, Inc.
CAVA / CAVA Group, Inc.
D / Dominion Energy, Inc.
MS / Morgan Stanley
WY / Weyerhaeuser Company
FWONK / Formula One Group
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
MDT / Medtronic plc
AOS / A. O. Smith Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ATAI / Atai Life Sciences N.V.
CTO / CTO Realty Growth, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
DB / Deutsche Bank Aktiengesellschaft
DAL / Delta Air Lines, Inc.
USB / U.S. Bancorp
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
GS / The Goldman Sachs Group, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
STEW / SRH Total Return Fund, Inc.
NVDA / NVIDIA Corporation
IAU / iShares Gold Trust
LFMD / LifeMD, Inc.
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
PET / Wag! Group Co.
CALM / Cal-Maine Foods, Inc.
MMS / Maximus, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
LNKB / LINKBANCORP, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
SSP / The E.W. Scripps Company
SBUX / Starbucks Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
TQQQ / ProShares Trust - ProShares UltraPro QQQ
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
REGN / Regeneron Pharmaceuticals, Inc.
ADI / Analog Devices, Inc.
ACGL / Arch Capital Group Ltd.
AFL / Aflac Incorporated
IYE / iShares Trust - iShares U.S. Energy ETF
GOOG / Alphabet Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MUB / iShares Trust - iShares National Muni Bond ETF
CARR / Carrier Global Corporation
MSCI / MSCI Inc.
CMCSA / Comcast Corporation
MFC / Manulife Financial Corporation
WDIV / SPDR Index Shares Funds - SPDR S&P Global Dividend ETF
FLL / Full House Resorts, Inc.
UPS / United Parcel Service, Inc.
INTC / Intel Corporation
RCL / Royal Caribbean Cruises Ltd.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BXSL / Blackstone Secured Lending Fund
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
CMG / Chipotle Mexican Grill, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
UNH / UnitedHealth Group Incorporated
SLF / Sun Life Financial Inc.
MTRN / Materion Corporation
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
EXC / Exelon Corporation
CAH / Cardinal Health, Inc.
MKC / McCormick & Company, Incorporated
KR / The Kroger Co.
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
BK / The Bank of New York Mellon Corporation
FRT / Federal Realty Investment Trust
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
LPX / Louisiana-Pacific Corporation
EVRG / Evergy, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
BRK.B / Berkshire Hathaway Inc.
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
IYW / iShares Trust - iShares U.S. Technology ETF
PEG / Public Service Enterprise Group Incorporated
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
NXPI / NXP Semiconductors N.V.
DEO / Diageo plc - Depositary Receipt (Common Stock)
VRTX / Vertex Pharmaceuticals Incorporated
MCK / McKesson Corporation
AME / AMETEK, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
NFG / National Fuel Gas Company
KLAC / KLA Corporation
ANVS / Annovis Bio, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
TT / Trane Technologies plc
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IXN / iShares Trust - iShares Global Tech ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GBDC / Golub Capital BDC, Inc.
UBSI / United Bankshares, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF
PANW / Palo Alto Networks, Inc.
CPRX / Catalyst Pharmaceuticals, Inc.
DTH / WisdomTree Trust - WisdomTree International High Dividend Fund
BMY / Bristol-Myers Squibb Company
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
FI / Fiserv, Inc.
WELL / Welltower Inc.
CFG / Citizens Financial Group, Inc.
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
IPG / The Interpublic Group of Companies, Inc.
THTX / Theratechnologies Inc.
OXY / Occidental Petroleum Corporation
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
ECL / Ecolab Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
WEC / WEC Energy Group, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
BYRN / Byrna Technologies Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
DGX / Quest Diagnostics Incorporated
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IPAR / Interparfums, Inc.
AUB / Atlantic Union Bankshares Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
AAPL / Apple Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PFE / Pfizer Inc.
MRK / Merck & Co., Inc.
LDOS / Leidos Holdings, Inc.
PLTR / Palantir Technologies Inc.
STEM / Stem, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
COIN / Coinbase Global, Inc.
PSA / Public Storage
VUG / Vanguard Index Funds - Vanguard Growth ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
XAIR / Beyond Air, Inc.
Z / Zillow Group, Inc.
EL / The Estée Lauder Companies Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SNOW / Snowflake Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
GOOGL / Alphabet Inc.
MRNA / Moderna, Inc.
CVX / Chevron Corporation
T / AT&T Inc.
AMD / Advanced Micro Devices, Inc.
MSFT / Microsoft Corporation
MET / MetLife, Inc.
POOL / Pool Corporation
ROK / Rockwell Automation, Inc.
BDX / Becton, Dickinson and Company
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IP / International Paper Company
ELV / Elevance Health, Inc.
WMT / Walmart Inc.
AXP / American Express Company
ISRG / Intuitive Surgical, Inc.
ETR / Entergy Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
AVGO / Broadcom Inc.
CAT / Caterpillar Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
BWA / BorgWarner Inc.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
TFC / Truist Financial Corporation
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
RPM / RPM International Inc.
QQQ / Invesco QQQ Trust, Series 1
ADSK / Autodesk, Inc.
ANSS / ANSYS, Inc.
GM / General Motors Company
IWM / iShares Trust - iShares Russell 2000 ETF
DCI / Donaldson Company, Inc.
SWKS / Skyworks Solutions, Inc.
ICE / Intercontinental Exchange, Inc.
GE / General Electric Company
JCI / Johnson Controls International plc
ADM / Archer-Daniels-Midland Company
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
CI / The Cigna Group
OGS / ONE Gas, Inc.
TFX / Teleflex Incorporated
AMLP / ALPS ETF Trust - Alerian MLP ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
ROP / Roper Technologies, Inc.
SG / Sweetgreen, Inc.
DDS / Dillard's, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
DE / Deere & Company
VSEC / VSE Corporation
MPC / Marathon Petroleum Corporation
DIS / The Walt Disney Company
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SO / The Southern Company
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
FAST / Fastenal Company
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
NEE / NextEra Energy, Inc.
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DD / DuPont de Nemours, Inc.
MMM / 3M Company
APH / Amphenol Corporation
SON / Sonoco Products Company
FICO / Fair Isaac Corporation
DOV / Dover Corporation
TJX / The TJX Companies, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MGEE / MGE Energy, Inc.
FTNT / Fortinet, Inc.
GD / General Dynamics Corporation
REET / iShares Trust - iShares Global REIT ETF
WM / Waste Management, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
PSX / Phillips 66
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
ATRO / Astronics Corporation
WMB / The Williams Companies, Inc.
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
KMX / CarMax, Inc.
VLO / Valero Energy Corporation
SHW / The Sherwin-Williams Company
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
EVLV / Evolv Technologies Holdings, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
LECO / Lincoln Electric Holdings, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
KMB / Kimberly-Clark Corporation
CEV / Eaton Vance California Municipal Income Trust
INTF / iShares Trust - iShares International Equity Factor ETF
FANG / Diamondback Energy, Inc.
MDLZ / Mondelez International, Inc.
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MKC.V / McCormick & Company, Incorporated
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
BR / Broadridge Financial Solutions, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
HSIC / Henry Schein, Inc.
PNC / The PNC Financial Services Group, Inc.
V / Visa Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CMC / Commercial Metals Company
CL / Colgate-Palmolive Company
ECOR / electroCore, Inc.
AON / Aon plc
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IWV / iShares Trust - iShares Russell 3000 ETF
MNST / Monster Beverage Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
RTX / RTX Corporation
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
OGE / OGE Energy Corp.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
RJF / Raymond James Financial, Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
EW / Edwards Lifesciences Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
BHRB / Burke & Herbert Financial Services Corp.
ATO / Atmos Energy Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
XOM / Exxon Mobil Corporation
PNW / Pinnacle West Capital Corporation
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
CHD / Church & Dwight Co., Inc.
SPY / SPDR S&P 500 ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
TELL / Tellurian Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
MA / Mastercard Incorporated
AMAT / Applied Materials, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
NKE / NIKE, Inc.
LYB / LyondellBasell Industries N.V.
NOW / ServiceNow, Inc.
IRM / Iron Mountain Incorporated
LH / Labcorp Holdings Inc.
HUM / Humana Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
UTG / Reaves Utility Income Fund
VDE / Vanguard World Fund - Vanguard Energy ETF
TMUS / T-Mobile US, Inc.
VNO / Vornado Realty Trust
ITW / Illinois Tool Works Inc.
BMRC / Bank of Marin Bancorp
BDJ / BlackRock Enhanced Equity Dividend Trust
META / Meta Platforms, Inc.
SCHW / The Charles Schwab Corporation
CZR / Caesars Entertainment, Inc.
QCOM / QUALCOMM Incorporated
FCX / Freeport-McMoRan Inc.
OKE / ONEOK, Inc.
XEL / Xcel Energy Inc.
PRU / Prudential Financial, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
COF / Capital One Financial Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
LIN / Linde plc
SHEL / Shell plc - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
GLW / Corning Incorporated
CTVA / Corteva, Inc.
CNP / CenterPoint Energy, Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
VZ / Verizon Communications Inc.
LLY / Eli Lilly and Company
PLXS / Plexus Corp.
IQDF / FlexShares Trust - FlexShares International Quality Dividend Index Fund
SRE / Sempra
CE / Celanese Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
PARA / Paramount Global
QRTEA / Qurate Retail Inc - Series A
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
GEHC / GE HealthCare Technologies Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
DX / Dynex Capital, Inc.
FDX / FedEx Corporation
BAX / Baxter International Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
STGW / Stagwell Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
MUSA / Murphy USA Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
OSK / Oshkosh Corporation
ES / Eversource Energy
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PAYX / Paychex, Inc.
SMCI / Super Micro Computer, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DTE / DTE Energy Company
ON / ON Semiconductor Corporation
PAA / Plains All American Pipeline, L.P. - Limited Partnership
MO / Altria Group, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
JLL / Jones Lang LaSalle Incorporated
BIIB / Biogen Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
TROW / T. Rowe Price Group, Inc.
DFS / Discover Financial Services
PEP / PepsiCo, Inc.
WSBC / WesBanco, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
WRK / WestRock Company
CME / CME Group Inc.
EXFY / Expensify, Inc.
ET / Energy Transfer LP - Limited Partnership
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BSX / Boston Scientific Corporation
FNB / F.N.B. Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
APO / Apollo Global Management, Inc.
SYY / Sysco Corporation
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
RXRX / Recursion Pharmaceuticals, Inc.
DHI / D.R. Horton, Inc.
IBM / International Business Machines Corporation
CRWD / CrowdStrike Holdings, Inc.
AWK / American Water Works Company, Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
MAR / Marriott International, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BX / Blackstone Inc.
DVY / iShares Trust - iShares Select Dividend ETF
SAIC / Science Applications International Corporation
MLM / Martin Marietta Materials, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PGR / The Progressive Corporation
HIG / The Hartford Insurance Group, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
TIP / iShares Trust - iShares TIPS Bond ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
NFLX / Netflix, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
CHH / Choice Hotels International, Inc.
LBRDK / Liberty Broadband Corporation
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
BA / The Boeing Company
SASR / Sandy Spring Bancorp, Inc.
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
MMC / Marsh & McLennan Companies, Inc.
LRCX / Lam Research Corporation
EIG / Employers Holdings, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
EIM / Eaton Vance Municipal Bond Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
DLR / Digital Realty Trust, Inc.
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
BKNG / Booking Holdings Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
NTAP / NetApp, Inc.
LNG / Cheniere Energy, Inc.
SMMD / iShares Trust - iShares Russell 2500 ETF
RRGB / Red Robin Gourmet Burgers, Inc.
LAMR / Lamar Advertising Company
CSX / CSX Corporation
SOBR / SOBR Safe, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SIRI / Sirius XM Holdings Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
UBER / Uber Technologies, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
KEYS / Keysight Technologies, Inc.
C.WSA / Citigroup, Inc.
ABNB / Airbnb, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
MELI / MercadoLibre, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
ANET / Arista Networks Inc
BIT / BlackRock Multi-Sector Income Trust
IEV / iShares Trust - iShares Europe ETF
CTAS / Cintas Corporation
CPK / Chesapeake Utilities Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
ENX / Eaton Vance New York Municipal Bond Fund
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
URI / United Rentals, Inc.
CWEN / Clearway Energy, Inc.
GLD / SPDR Gold Trust
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF