Market Value1,385,714,886
Total Holdings570
File Date2025-02-03
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
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SAP / SAP SE - Depositary Receipt (Common Stock)
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
SOFI / SoFi Technologies, Inc.
LDOS / Leidos Holdings, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
BBIO / BridgeBio Pharma, Inc.
PNC / The PNC Financial Services Group, Inc.
OPK / OPKO Health, Inc.
ORLY / O'Reilly Automotive, Inc.
DHR / Danaher Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
CLH / Clean Harbors, Inc.
LRCX / Lam Research Corporation
ADI / Analog Devices, Inc.
AL / Air Lease Corporation
TGTX / TG Therapeutics, Inc.
ILMN / Illumina, Inc.
IOVA / Iovance Biotherapeutics, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
NVDA / NVIDIA Corporation
BRO / Brown & Brown, Inc.
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
VLO / Valero Energy Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FIS / Fidelity National Information Services, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
KNSL / Kinsale Capital Group, Inc.
ROK / Rockwell Automation, Inc.
UBER / Uber Technologies, Inc.
SPGI / S&P Global Inc.
SBUX / Starbucks Corporation
IT / Gartner, Inc.
CNC / Centene Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
GOOGL / Alphabet Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
EA / Electronic Arts Inc.
NUE / Nucor Corporation
CHD / Church & Dwight Co., Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
BK / The Bank of New York Mellon Corporation
STZ / Constellation Brands, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BLK / BlackRock, Inc.
BAM / Brookfield Asset Management Ltd.
LGI / Lazard Global Total Return and Income Fund, Inc.
AMGN / Amgen Inc.
MET / MetLife, Inc.
CAH / Cardinal Health, Inc.
TCPC / BlackRock TCP Capital Corp.
CME / CME Group Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
NSC / Norfolk Southern Corporation
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock)
USB / U.S. Bancorp
SYY / Sysco Corporation
NEE / NextEra Energy, Inc.
MU / Micron Technology, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
IBIT / iShares Bitcoin Trust ETF
BCE / BCE Inc.
PM / Philip Morris International Inc.
OEF / iShares Trust - iShares S&P 100 ETF
PGC / Peapack-Gladstone Financial Corporation
AMLP / ALPS ETF Trust - Alerian MLP ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
DELL / Dell Technologies Inc.
WINN / Harbor ETF Trust - Harbor Long-Term Growers ETF
MCK / McKesson Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
PEP / PepsiCo, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
INTU / Intuit Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
LLY / Eli Lilly and Company
LHX / L3Harris Technologies, Inc.
ETN / Eaton Corporation plc
PFE / Pfizer Inc.
CBRE / CBRE Group, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
BAX / Baxter International Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
KD / Kyndryl Holdings, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
GS / The Goldman Sachs Group, Inc.
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
HCA / HCA Healthcare, Inc.
OWL / Blue Owl Capital Inc.
MCO / Moody's Corporation
COST / Costco Wholesale Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
TJX / The TJX Companies, Inc.
COIN / Coinbase Global, Inc.
HPQ / HP Inc.
PG / The Procter & Gamble Company
IEV / iShares Trust - iShares Europe ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
MCD / McDonald's Corporation
WMB / The Williams Companies, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
COP / ConocoPhillips
PPG / PPG Industries, Inc.
SRE / Sempra
AMD / Advanced Micro Devices, Inc.
PHM / PulteGroup, Inc.
AMT / American Tower Corporation
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
EOG / EOG Resources, Inc.
MVF / BlackRock MuniVest Fund, Inc.
DAL / Delta Air Lines, Inc.
AWF / AllianceBernstein Global High Income Fund
DFS / Discover Financial Services
OBDE / Blue Owl Capital Corporation III
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
MYN / BlackRock MuniYield New York Quality Fund, Inc.
MUI / BlackRock Municipal Income Fund, Inc.
CSX / CSX Corporation
HYT / BlackRock Corporate High Yield Fund, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
SHW / The Sherwin-Williams Company
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
OBDC / Blue Owl Capital Corporation
BTZ / BlackRock Credit Allocation Income Trust
SLB / Schlumberger Limited
EXC / Exelon Corporation
BMY / Bristol-Myers Squibb Company
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
V / Visa Inc.
SO / The Southern Company
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
BR / Broadridge Financial Solutions, Inc.
WFC / Wells Fargo & Company
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
GLV / Clough Global Dividend and Income Fund
NI / NiSource Inc.
AWK / American Water Works Company, Inc.
META / Meta Platforms, Inc.
MRVL / Marvell Technology, Inc.
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
MIY / BlackRock MuniYield Michigan Quality Fund, Inc.
ADC / Agree Realty Corporation
BXSL / Blackstone Secured Lending Fund
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
BCAT / BlackRock Capital Allocation Term Trust
ABBV / AbbVie Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VLTO / Veralto Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
ARCC / Ares Capital Corporation
JPC / Nuveen Preferred & Income Opportunities Fund
MRK / Merck & Co., Inc.
ICE / Intercontinental Exchange, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
VICI / VICI Properties Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MAA / Mid-America Apartment Communities, Inc.
FCNCA / First Citizens BancShares, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
ABR / Arbor Realty Trust, Inc.
PAYX / Paychex, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
EAD / Wells Fargo Advantage Funds - Allspring Income Opportunities Fund
MVT / BlackRock MuniVest Fund II, Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
HIO / Western Asset High Income Opportunity Fund Inc.
ROIV / Roivant Sciences Ltd.
GDV / The Gabelli Dividend & Income Trust
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
MBB / iShares Trust - iShares MBS ETF
SLV / iShares Silver Trust
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
EOS / Eaton Vance Enhanced Equity Income Fund II
EWJ / iShares, Inc. - iShares MSCI Japan ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
CP / Canadian Pacific Kansas City Limited
DVY / iShares Trust - iShares Select Dividend ETF
FXI / iShares Trust - iShares China Large-Cap ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
BLD / TopBuild Corp.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
BBDC / Barings BDC, Inc.
BTT / Blackrock Municipal 2030 Target Term Trust
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
OMEX / Odyssey Marine Exploration, Inc.
MITT / AG Mortgage Investment Trust, Inc.
BCAB / BioAtla, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
LRCX / Lam Research Corporation
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
AZO / AutoZone, Inc.
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
TECK / Teck Resources Limited
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
GLO / Clough Global Opportunities Fund
ABNB / Airbnb, Inc.
MAS / Masco Corporation
GPC / Genuine Parts Company
RY / Royal Bank of Canada
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
JBL / Jabil Inc.
TPL / Texas Pacific Land Corporation
AXP / American Express Company
MO / Altria Group, Inc.
KRYS / Krystal Biotech, Inc.
INTC / Intel Corporation
OKE / ONEOK, Inc.
FITB / Fifth Third Bancorp
NFLX / Netflix, Inc.
TFC / Truist Financial Corporation
TEL / TE Connectivity plc
AMP / Ameriprise Financial, Inc.
VZ / Verizon Communications Inc.
VNT / Vontier Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
CB / Chubb Limited
INGR / Ingredion Incorporated
MDLZ / Mondelez International, Inc.
HD / The Home Depot, Inc.
BRZU / Direxion Shares ETF Trust - Direxion Daily MSCI Brazil Bull 2X Shares
AEE / Ameren Corporation
JNJ / Johnson & Johnson
AVK / Advent Convertible and Income Fund
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
EMO / ClearBridge Energy Midstream Opportunity Fund Inc
DOCU / DocuSign, Inc.
HBAN / Huntington Bancshares Incorporated
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
PJT / PJT Partners Inc.
PDI / PIMCO Dynamic Income Fund
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
IXN / iShares Trust - iShares Global Tech ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
JGLO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
UPWK / Upwork Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MPLX / MPLX LP - Limited Partnership
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
IOT / Samsara Inc.
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
SCHW / The Charles Schwab Corporation
FRME / First Merchants Corporation
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
C.WSA / Citigroup, Inc.
HXL / Hexcel Corporation
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
DLR / Digital Realty Trust, Inc.
SQ / Block, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
XONE / BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF
HSY / The Hershey Company
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
TYG / Tortoise Energy Infrastructure Corporation
GNRC / Generac Holdings Inc.
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
RA / Brookfield Real Assets Income Fund Inc.
RIV / RiverNorth Opportunities Fund, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
DCRE / Doubleline ETF Trust - DoubleLine Commercial Real Estate ETF
CSTM / Constellium SE
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
MSCI / MSCI Inc.
S / SentinelOne, Inc.
CAT / Caterpillar Inc.
AEIS / Advanced Energy Industries, Inc.
SWN / Southwestern Energy Company
GD / General Dynamics Corporation
TSLA / Tesla, Inc.
CNOB / ConnectOne Bancorp, Inc.
DUK / Duke Energy Corporation
SSNC / SS&C Technologies Holdings, Inc.
URI / United Rentals, Inc.
AGNC / AGNC Investment Corp.
T / AT&T Inc.
TSCO / Tractor Supply Company
LIN / Linde plc
GLW / Corning Incorporated
TWLO / Twilio Inc.
YUM / Yum! Brands, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
SPY / SPDR S&P 500 ETF
HON / Honeywell International Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
DOW / Dow Inc.
BMEZ / BlackRock Health Sciences Term Trust
IFN / The India Fund, Inc.
NMCO / Nuveen Municipal Credit Opportunities Fund
PYPL / PayPal Holdings, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
UAL / United Airlines Holdings, Inc.
HOUS / Anywhere Real Estate Inc.
LOW / Lowe's Companies, Inc.
NRG / NRG Energy, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
VLY / Valley National Bancorp
CTSH / Cognizant Technology Solutions Corporation
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
CEG / Constellation Energy Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
DKNG / DraftKings Inc.
CMCSA / Comcast Corporation
NAN / Nuveen New York Quality Municipal Income Fund
KHC / The Kraft Heinz Company
GLD / SPDR Gold Trust
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BA / The Boeing Company
AVT / Avnet, Inc.
AXON / Axon Enterprise, Inc.
GEV / GE Vernova Inc.
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
ATO / Atmos Energy Corporation
MSI / Motorola Solutions, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
RSX / VanEck ETF Trust - VanEck Russia ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
CVX / Chevron Corporation
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
VRT / Vertiv Holdings Co
PCG / PG&E Corporation
CW / Curtiss-Wright Corporation
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
RTX / RTX Corporation
MDT / Medtronic plc
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
KMI / Kinder Morgan, Inc.
QQQ / Invesco QQQ Trust, Series 1
BRK.A / Berkshire Hathaway Inc.
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
IWM / iShares Trust - iShares Russell 2000 ETF
KFY / Korn Ferry
CPRT / Copart, Inc.
FIP / FTAI Infrastructure Inc.
TRV / The Travelers Companies, Inc.
DHI / D.R. Horton, Inc.
CRH / CRH plc
SMIG / ETF Series Solutions - Bahl & Gaynor Small/Mid Cap Income Growth ETF
IGR / CBRE Global Real Estate Income Fund
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
AMAT / Applied Materials, Inc.
BAC / Bank of America Corporation
MMD / NYLI MacKay DefinedTerm Muni Opportunities Fund
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
WAY / Waystar Holding Corp.
JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
BDX / Becton, Dickinson and Company
NOC / Northrop Grumman Corporation
UNP / Union Pacific Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
KDP / Keurig Dr Pepper Inc.
RPM / RPM International Inc.
BGB / Blackstone Strategic Credit 2027 Term Fund
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
BXMT / Blackstone Mortgage Trust, Inc.
ED / Consolidated Edison, Inc.
GM / General Motors Company
QCOM / QUALCOMM Incorporated
TMO / Thermo Fisher Scientific Inc.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
ROST / Ross Stores, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
KVUE / Kenvue Inc.
ODFL / Old Dominion Freight Line, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
GE / General Electric Company
ZTS / Zoetis Inc.
CELG.RT / Bristol-Myers Squibb Company - Equity Right
IBM / International Business Machines Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
CRWD / CrowdStrike Holdings, Inc.
UROY / Uranium Royalty Corp.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
BGH / Barings Global Short Duration High Yield Fund
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
DE / Deere & Company
FI / Fiserv, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
FOLD / Amicus Therapeutics, Inc.
SBR / Sabine Royalty Trust
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ICLR / ICON Public Limited Company
SNPS / Synopsys, Inc.
FDX / FedEx Corporation
DIS / The Walt Disney Company
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
TLTW / iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SPFF / Global X Funds - Global X SuperIncome Preferred ETF
COF / Capital One Financial Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
JPM / JPMorgan Chase & Co.
IWD / iShares Trust - iShares Russell 1000 Value ETF
FSK / FS KKR Capital Corp.
CI / The Cigna Group
ZM / Zoom Communications Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
SHOP / Shopify Inc.
BX / Blackstone Inc.
MS / Morgan Stanley
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GOOG / Alphabet Inc.
JCI / Johnson Controls International plc
ELV / Elevance Health, Inc.
FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SPOT / Spotify Technology S.A.
AER / AerCap Holdings N.V.
PIM / Putnam Master Intermediate Income Trust
APO / Apollo Global Management, Inc.
LULU / lululemon athletica inc.
GWW / W.W. Grainger, Inc.
CLOA / BlackRock ETF Trust II - iShares AAA CLO Active ETF
MPC / Marathon Petroleum Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
ALL / The Allstate Corporation
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
EXPE / Expedia Group, Inc.
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
TD / The Toronto-Dominion Bank
GILD / Gilead Sciences, Inc.
ACN / Accenture plc
TXN / Texas Instruments Incorporated
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
CDNS / Cadence Design Systems, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
BRC / Brady Corporation
ITW / Illinois Tool Works Inc.
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
APA / APA Corporation
BKNG / Booking Holdings Inc.
PRU / Prudential Financial, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
UNH / UnitedHealth Group Incorporated
GEHC / GE HealthCare Technologies Inc.
LH / Labcorp Holdings Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
RXST / RxSight, Inc.
TOL / Toll Brothers, Inc.
ABT / Abbott Laboratories
CMG / Chipotle Mexican Grill, Inc.
ET / Energy Transfer LP - Limited Partnership
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
CRM / Salesforce, Inc.
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
CF / CF Industries Holdings, Inc.
WIA / Western Asset Inflation-Linked Income Fund
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
BAR / GraniteShares Gold Trust
ECL / Ecolab Inc.
OC / Owens Corning
CCI / Crown Castle Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
MA / Mastercard Incorporated
WDAY / Workday, Inc.
CL / Colgate-Palmolive Company
LEN / Lennar Corporation
BSX / Boston Scientific Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
DD / DuPont de Nemours, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
MMC / Marsh & McLennan Companies, Inc.
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
UPS / United Parcel Service, Inc.
TTD / The Trade Desk, Inc.
PSA / Public Storage
CSCO / Cisco Systems, Inc.
FTAI / FTAI Aviation Ltd.
UL / Unilever PLC - Depositary Receipt (Common Stock)
KLAC / KLA Corporation
PLD / Prologis, Inc.
ADP / Automatic Data Processing, Inc.
F / Ford Motor Company
ORCL / Oracle Corporation
PAG / Penske Automotive Group, Inc.
ETR / Entergy Corporation
DRI / Darden Restaurants, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
GNMA / iShares Trust - iShares GNMA Bond ETF
EVRG / Evergy, Inc.
MYD / BlackRock MuniYield Fund, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
APH / Amphenol Corporation
RIG / Transocean Ltd.
FTV / Fortive Corporation
RMD / ResMed Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ADBE / Adobe Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ALCO / Alico, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TGT / Target Corporation
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
NXPI / NXP Semiconductors N.V.
BRK.B / Berkshire Hathaway Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
CAPE / DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
APD / Air Products and Chemicals, Inc.
RYAN / Ryan Specialty Holdings, Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
PEG / Public Service Enterprise Group Incorporated
HES / Hess Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
PDX / PIMCO Dynamic Income Strategy Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
RITM / Rithm Capital Corp.
XYL / Xylem Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
ETJ / Eaton Vance Risk-Managed Diversified Equity Income Fund
ISRG / Intuitive Surgical, Inc.
EMR / Emerson Electric Co.
NKE / NIKE, Inc.
AME / AMETEK, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
WTAI / WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund
MUB / iShares Trust - iShares National Muni Bond ETF
LMT / Lockheed Martin Corporation
EXI / iShares Trust - iShares Global Industrials ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
NOW / ServiceNow, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
WM / Waste Management, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
OXY / Occidental Petroleum Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
AMZN / Amazon.com, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
COR / Cencora, Inc.
AKYA / Akoya Biosciences, Inc.
SYK / Stryker Corporation
CNYA / iShares Trust - iShares MSCI China A ETF
MMM / 3M Company
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
DSL / DoubleLine Income Solutions Fund
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
NLY / Annaly Capital Management, Inc.
IAT / iShares Trust - iShares U.S. Regional Banks ETF
PSLV / Sprott Physical Silver Trust
PANW / Palo Alto Networks, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
CTVA / Corteva, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
PSX / Phillips 66
CYBR / CyberArk Software Ltd.
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
C / Citigroup Inc.
IAU / iShares Gold Trust
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
SOXX / iShares Trust - iShares Semiconductor ETF
AVGO / Broadcom Inc.
CVS / CVS Health Corporation
NU / Nu Holdings Ltd.
WEC / WEC Energy Group, Inc.
O / Realty Income Corporation
KKR / KKR & Co. Inc.
XOM / Exxon Mobil Corporation
MSFT / Microsoft Corporation
WMT / Walmart Inc.
KO / The Coca-Cola Company
AEP / American Electric Power Company, Inc.
AIG / American International Group, Inc.
AAPL / Apple Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
SNY / Sanofi - Depositary Receipt (Common Stock)
ROL / Rollins, Inc.
GPN / Global Payments Inc.
PH / Parker-Hannifin Corporation
TEAM / Atlassian Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
MCHP / Microchip Technology Incorporated
HUM / Humana Inc.
CARR / Carrier Global Corporation
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
EXE / Expand Energy Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
HLN / Haleon plc - Depositary Receipt (Common Stock)