Market Value1,246,482,628
Total Holdings536
File Date2024-05-03
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)
MCO / Moody's Corporation
CAT / Caterpillar Inc.
UNP / Union Pacific Corporation
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
TD / The Toronto-Dominion Bank
ETR / Entergy Corporation
PIM / Putnam Master Intermediate Income Trust
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
DHR / Danaher Corporation
OPK / OPKO Health, Inc.
SOFI / SoFi Technologies, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
ILMN / Illumina, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
BMEA / Biomea Fusion, Inc.
C.WSA / Citigroup, Inc.
NVDA / NVIDIA Corporation
NVDA / NVIDIA Corporation Put
SPY / SPDR S&P 500 ETF
SPY / SPDR S&P 500 ETF Put
CNOB / ConnectOne Bancorp, Inc.
HBAN / Huntington Bancshares Incorporated
META / Meta Platforms, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
INTC / Intel Corporation
AEIS / Advanced Energy Industries, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
FITB / Fifth Third Bancorp
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
GLD / SPDR Gold Trust
DOCU / DocuSign, Inc.
CB / Chubb Limited
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
INGR / Ingredion Incorporated
AMD / Advanced Micro Devices, Inc.
UPWK / Upwork Inc.
MIY / BlackRock MuniYield Michigan Quality Fund, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TPL / Texas Pacific Land Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BAC / Bank of America Corporation
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
NFLX / Netflix, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
ABNB / Airbnb, Inc.
NEE / NextEra Energy, Inc.
CRM / Salesforce, Inc.
ROK / Rockwell Automation, Inc.
TDG / TransDigm Group Incorporated
SHEL / Shell plc - Depositary Receipt (Common Stock)
TJX / The TJX Companies, Inc.
MU / Micron Technology, Inc.
FIS / Fidelity National Information Services, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
SYK / Stryker Corporation
MCD / McDonald's Corporation
KMI / Kinder Morgan, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
PAYX / Paychex, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
NET / Cloudflare, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
SYY / Sysco Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
VLO / Valero Energy Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
OWL / Blue Owl Capital Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
ED / Consolidated Edison, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
TMO / Thermo Fisher Scientific Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
QQQ / Invesco QQQ Trust, Series 1
PM / Philip Morris International Inc.
SBR / Sabine Royalty Trust
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
SPFF / Global X Funds - Global X SuperIncome Preferred ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
HOUS / Anywhere Real Estate Inc.
OEF / iShares Trust - iShares S&P 100 ETF
UROY / Uranium Royalty Corp.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
PH / Parker-Hannifin Corporation
AMLP / ALPS ETF Trust - Alerian MLP ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DIS / The Walt Disney Company
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
GM / General Motors Company
SPGI / S&P Global Inc.
BRC / Brady Corporation
LOW / Lowe's Companies, Inc.
NSC / Norfolk Southern Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
TGT / Target Corporation
ADI / Analog Devices, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MBB / iShares Trust - iShares MBS ETF
IBB / iShares Trust - iShares Biotechnology ETF
WFC / Wells Fargo & Company
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
BDX / Becton, Dickinson and Company
PNC / The PNC Financial Services Group, Inc.
LDOS / Leidos Holdings, Inc.
KVUE / Kenvue Inc.
KD / Kyndryl Holdings, Inc.
STZ / Constellation Brands, Inc.
NI / NiSource Inc.
BGB / Blackstone Strategic Credit 2027 Term Fund
ITW / Illinois Tool Works Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
LLY / Eli Lilly and Company
BSX / Boston Scientific Corporation
DD / DuPont de Nemours, Inc.
SBUX / Starbucks Corporation
LNG / Cheniere Energy, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MET / MetLife, Inc.
COIN / Coinbase Global, Inc.
VZ / Verizon Communications Inc.
TXN / Texas Instruments Incorporated
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IYW / iShares Trust - iShares U.S. Technology ETF
MRK / Merck & Co., Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
SOXX / iShares Trust - iShares Semiconductor ETF
BRK.B / Berkshire Hathaway Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ADBE / Adobe Inc.
HCA / HCA Healthcare, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
WMT / Walmart Inc.
GNMA / iShares Trust - iShares GNMA Bond ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
NLY / Annaly Capital Management, Inc.
PLD / Prologis, Inc.
KFY / Korn Ferry
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
F / Ford Motor Company
IEUR / iShares Trust - iShares Core MSCI Europe ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
CAPE / DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
KKR / KKR & Co. Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
C / Citigroup Inc.
RYAN / Ryan Specialty Holdings, Inc.
CVS / CVS Health Corporation
KO / The Coca-Cola Company
IAT / iShares Trust - iShares U.S. Regional Banks ETF
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
PSLV / Sprott Physical Silver Trust
ISRG / Intuitive Surgical, Inc.
IAU / iShares Gold Trust
PANW / Palo Alto Networks, Inc.
NU / Nu Holdings Ltd.
XOM / Exxon Mobil Corporation
CME / CME Group Inc.
MCHP / Microchip Technology Incorporated
EOG / EOG Resources, Inc.
NRG / NRG Energy, Inc.
EVRG / Evergy, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
TFC / Truist Financial Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
VLY / Valley National Bancorp
PEP / PepsiCo, Inc.
AAPL / Apple Inc.
FLNT / Fluent, Inc.
URI / United Rentals, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
ENVX / Enovix Corporation
UPS / United Parcel Service, Inc.
OBDC / Blue Owl Capital Corporation
WDAY / Workday, Inc.
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July
MITT / AG Mortgage Investment Trust, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
ENVX / Enovix Corporation Call
MSFT / Microsoft Corporation
JNJ / Johnson & Johnson
AMAT / Applied Materials, Inc.
FIVN / Five9, Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
BIIB / Biogen Inc.
DBC / Invesco DB Commodity Index Tracking Fund
DLR / Digital Realty Trust, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
MTB / M&T Bank Corporation
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
MKL / Markel Group Inc.
DG / Dollar General Corporation
LH / Labcorp Holdings Inc.
CEM / ClearBridge MLP and Midstream Fund Inc
REM / iShares Trust - iShares Mortgage Real Estate ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
IXC / iShares Trust - iShares Global Energy ETF
LW / Lamb Weston Holdings, Inc.
CR / Crane Company
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
TEL / TE Connectivity plc
CCSO / Tidal ETF Trust II - Carbon Collective Climate Solutions U.S. Equity ETF
DOW / Dow Inc.
BKCC / BlackRock Capital Investment Corporation
SH / ProShares Trust - ProShares Short S&P500
SPG / Simon Property Group, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
SSNC / SS&C Technologies Holdings, Inc.
DKNG / DraftKings Inc.
MVF / BlackRock MuniVest Fund, Inc.
HON / Honeywell International Inc.
GS / The Goldman Sachs Group, Inc.
KREF / KKR Real Estate Finance Trust Inc.
FTAI / FTAI Aviation Ltd.
FIP / FTAI Infrastructure Inc.
MUI / BlackRock Municipal Income Fund, Inc.
USB / U.S. Bancorp
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MO / Altria Group, Inc.
MMM / 3M Company
COP / ConocoPhillips
ACN / Accenture plc
NUE / Nucor Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
DE / Deere & Company
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
MRVL / Marvell Technology, Inc.
GOOGL / Alphabet Inc.
BTZ / BlackRock Credit Allocation Income Trust
IGR / CBRE Global Real Estate Income Fund
LPLA / LPL Financial Holdings Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
CI / The Cigna Group
TRV / The Travelers Companies, Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
COF / Capital One Financial Corporation
LULU / lululemon athletica inc.
RPM / RPM International Inc.
NOC / Northrop Grumman Corporation
BXMT / Blackstone Mortgage Trust, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ALL / The Allstate Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
SO / The Southern Company
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
JCI / Johnson Controls International plc
GE / General Electric Company
AWK / American Water Works Company, Inc.
SCHW / The Charles Schwab Corporation
ABT / Abbott Laboratories
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
AEE / Ameren Corporation
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
GLO / Clough Global Opportunities Fund
AEP / American Electric Power Company, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
BKNG / Booking Holdings Inc.
MMC / Marsh & McLennan Companies, Inc.
CLOA / BlackRock ETF Trust II - iShares AAA CLO Active ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
ORCL / Oracle Corporation
PFE / Pfizer Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MYD / BlackRock MuniYield Fund, Inc.
WINN / Harbor ETF Trust - Harbor Long-Term Growers ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
RXST / RxSight, Inc.
LGI / Lazard Global Total Return and Income Fund, Inc.
COST / Costco Wholesale Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
JBL / Jabil Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
MAA / Mid-America Apartment Communities, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
WMB / The Williams Companies, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
KLAC / KLA Corporation
ABR / Arbor Realty Trust, Inc.
PGC / Peapack-Gladstone Financial Corporation
CMCSA / Comcast Corporation
AMT / American Tower Corporation
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
CMG / Chipotle Mexican Grill, Inc.
JPM / JPMorgan Chase & Co.
AMP / Ameriprise Financial, Inc.
CCI / Crown Castle Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
PRU / Prudential Financial, Inc.
EMR / Emerson Electric Co.
AVGO / Broadcom Inc.
HD / The Home Depot, Inc.
V / Visa Inc.
TLTW / iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
MMD / NYLI MacKay DefinedTerm Muni Opportunities Fund
AIG / American International Group, Inc.
TSCO / Tractor Supply Company
AGNC / AGNC Investment Corp.
T / AT&T Inc.
LIN / Linde plc
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
HDV / iShares Trust - iShares Core High Dividend ETF
SHW / The Sherwin-Williams Company
MPC / Marathon Petroleum Corporation
OMEX / Odyssey Marine Exploration, Inc. Call
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
GWW / W.W. Grainger, Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
SWN / Southwestern Energy Company
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
PDI / PIMCO Dynamic Income Fund
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
TWLO / Twilio Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
LRCX / Lam Research Corporation
BCE / BCE Inc.
GNRC / Generac Holdings Inc.
ETN / Eaton Corporation plc
VICI / VICI Properties Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
HSY / The Hershey Company
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
AVT / Avnet, Inc.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
FCNCA / First Citizens BancShares, Inc.
RIV / RiverNorth Opportunities Fund, Inc.
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
PSX / Phillips 66
LMT / Lockheed Martin Corporation
DSL / DoubleLine Income Solutions Fund
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
NMCO / Nuveen Municipal Credit Opportunities Fund
YUM / Yum! Brands, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SNOW / Snowflake Inc.
TSLA / Tesla, Inc.
AVK / Advent Convertible and Income Fund
LEN / Lennar Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
AXP / American Express Company
GPN / Global Payments Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CARR / Carrier Global Corporation
IONQ / IonQ, Inc.
BGH / Barings Global Short Duration High Yield Fund
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
WM / Waste Management, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ADC / Agree Realty Corporation
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
IBM / International Business Machines Corporation
EXC / Exelon Corporation
CHD / Church & Dwight Co., Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
QCOM / QUALCOMM Incorporated
VLTO / Veralto Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
ORLY / O'Reilly Automotive, Inc.
MA / Mastercard Incorporated
RTX / RTX Corporation
FDX / FedEx Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CEG / Constellation Energy Corporation
CSCO / Cisco Systems, Inc.
RITM / Rithm Capital Corp.
CTSH / Cognizant Technology Solutions Corporation
BA / The Boeing Company
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
PEG / Public Service Enterprise Group Incorporated
COR / Cencora, Inc.
WEC / WEC Energy Group, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
BAX / Baxter International Inc.
LHX / L3Harris Technologies, Inc.
UNH / UnitedHealth Group Incorporated
ETJ / Eaton Vance Risk-Managed Diversified Equity Income Fund
ARCC / Ares Capital Corporation
PAG / Penske Automotive Group, Inc.
AMZN / Amazon.com, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
CTVA / Corteva, Inc.
FSK / FS KKR Capital Corp.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
BLD / TopBuild Corp.
CELG.RT / Bristol-Myers Squibb Company - Equity Right
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
DT / Dynatrace, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
TIP / iShares Trust - iShares TIPS Bond ETF
ELV / Elevance Health, Inc.
ZM / Zoom Communications Inc.
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
GOOG / Alphabet Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FRME / First Merchants Corporation
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
GEHC / GE HealthCare Technologies Inc.
ET / Energy Transfer LP - Limited Partnership
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
TMUS / T-Mobile US, Inc.
FI / Fiserv, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
KNSL / Kinsale Capital Group, Inc.
DXCM / DexCom, Inc.
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
SQ / Block, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
ADP / Automatic Data Processing, Inc.
FOLD / Amicus Therapeutics, Inc.
DRI / Darden Restaurants, Inc.
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
MDT / Medtronic plc
ICE / Intercontinental Exchange, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
RY / Royal Bank of Canada
SIRI / Sirius XM Holdings Inc.
APD / Air Products and Chemicals, Inc.
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
GPC / Genuine Parts Company
FTV / Fortive Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CSX / CSX Corporation
PCG / PG&E Corporation
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
SRE / Sempra
CNYA / iShares Trust - iShares MSCI China A ETF
EXI / iShares Trust - iShares Global Industrials ETF
PDX / PIMCO Dynamic Income Strategy Fund
ALCO / Alico, Inc.
O / Realty Income Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
GD / General Dynamics Corporation
PHM / PulteGroup, Inc.
NKE / NIKE, Inc.
BXSL / Blackstone Secured Lending Fund
DVY / iShares Trust - iShares Select Dividend ETF
IEV / iShares Trust - iShares Europe ETF
VTRS / Viatris Inc.
PG / The Procter & Gamble Company
GILD / Gilead Sciences, Inc.
OMEX / Odyssey Marine Exploration, Inc.
CL / Colgate-Palmolive Company
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
TOL / Toll Brothers, Inc.
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
GDV / The Gabelli Dividend & Income Trust
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
IXN / iShares Trust - iShares Global Tech ETF
RA / Brookfield Real Assets Income Fund Inc.
MPLX / MPLX LP - Limited Partnership
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ZTS / Zoetis Inc.
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
BX / Blackstone Inc.
PJT / PJT Partners Inc.
RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
MRDB / MariaDB plc
MVT / BlackRock MuniVest Fund II, Inc.
JFR / Nuveen Floating Rate Income Fund
KXI / iShares Trust - iShares Global Consumer Staples ETF
GLV / Clough Global Dividend and Income Fund
BBDC / Barings BDC, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BAR / GraniteShares Gold Trust
BTT / Blackrock Municipal 2030 Target Term Trust
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
CSQ / Calamos Strategic Total Return Fund
MCHI / iShares Trust - iShares MSCI China ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
BCAT / BlackRock Capital Allocation Term Trust
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
WIA / Western Asset Inflation-Linked Income Fund
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
MAS / Masco Corporation
INTU / Intuit Inc.
TCPC / BlackRock TCP Capital Corp.
KHC / The Kraft Heinz Company
HXL / Hexcel Corporation
JPC / Nuveen Preferred & Income Opportunities Fund
OXY / Occidental Petroleum Corporation
RSX / VanEck ETF Trust - VanEck Russia ETF
AMGN / Amgen Inc.
CVX / Chevron Corporation
BRK.A / Berkshire Hathaway Inc.
MDLZ / Mondelez International, Inc.
UBER / Uber Technologies, Inc.
MS / Morgan Stanley
DUK / Duke Energy Corporation
DHI / D.R. Horton, Inc.
ABBV / AbbVie Inc.
BMY / Bristol-Myers Squibb Company
BR / Broadridge Financial Solutions, Inc.