Market Value2,381,544,000
Total Holdings480
File Date2022-08-03
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)
JPM / JPMorgan Chase & Co.
DHR / Danaher Corporation
VLO / Valero Energy Corporation
MS / Morgan Stanley
BWXT / BWX Technologies, Inc.
HON / Honeywell International Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
MDT / Medtronic plc
WFC / Wells Fargo & Company
O / Realty Income Corporation
BCPC / Balchem Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
LHX / L3Harris Technologies, Inc.
JNJ / Johnson & Johnson
SLB / Schlumberger Limited
GWW / W.W. Grainger, Inc.
ET / Energy Transfer LP - Limited Partnership
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
PRNT / ARK ETF Trust - The 3D Printing ETF
THNQ / Exchange Traded Concepts Trust - ROBO Global Artificial Intelligence ETF
PHDG / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco S&P 500 Downside Hedged ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
INFN / Infinera Corporation
VREX / Varex Imaging Corporation
ABMD / Abiomed Inc.
HIO / Western Asset High Income Opportunity Fund Inc.
PEP / PepsiCo, Inc.
CCI / Crown Castle Inc.
PFE / Pfizer Inc.
SII / Sprott Inc.
ORCL / Oracle Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
KREF / KKR Real Estate Finance Trust Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
INTU / Intuit Inc.
BKNG / Booking Holdings Inc.
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
QMN / IndexIQ ETF Trust - IQ Hedge Market Neutral Tracker ETF
WM / Waste Management, Inc.
AAPL / Apple Inc.
COP / ConocoPhillips
ED / Consolidated Edison, Inc.
MSGS / Madison Square Garden Sports Corp.
WST / West Pharmaceutical Services, Inc.
XEL / Xcel Energy Inc.
CBRL / Cracker Barrel Old Country Store, Inc.
PG / The Procter & Gamble Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ETN / Eaton Corporation plc
UMPQ / Umpqua Holdings Corp
CLX / The Clorox Company
DIS / The Walt Disney Company
MKL / Markel Group Inc.
EFX / Equifax Inc.
HCA / HCA Healthcare, Inc.
BRK.A / Berkshire Hathaway Inc.
XOM / Exxon Mobil Corporation
INTC / Intel Corporation
UNP / Union Pacific Corporation
AJG / Arthur J. Gallagher & Co.
GPC / Genuine Parts Company
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
LTRX / Lantronix, Inc.
PARA / Paramount Global
STWD / Starwood Property Trust, Inc.
FI / Fiserv, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
EBAY / eBay Inc.
US9021041085 / II-VI, Inc.
CMP / Compass Minerals International, Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
NTSX / WisdomTree Trust - WisdomTree U.S. Efficient Core Fund
PRTY / Party City Holdco Inc
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
/ Roundhill Ball Metaverse ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
PSCE / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Energy ETF
41V / Ortho Clinical Diagnostics Holdings plc
CADE / Cadence Bank
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
FYBR / Frontier Communications Parent, Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
IWB / iShares Trust - iShares Russell 1000 ETF
LMT / Lockheed Martin Corporation
WMT / Walmart Inc.
DLR / Digital Realty Trust, Inc.
AB / AllianceBernstein Holding L.P. - Limited Partnership
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
TSLA / Tesla, Inc.
FBIN / Fortune Brands Innovations, Inc.
ITIC / Investors Title Company
THS / TreeHouse Foods, Inc.
US09257WAE03 / Blackstone Mortgage Trust Inc
ALLY / Ally Financial Inc.
SBNY / Signature Bank
SHEL / Shell plc - Depositary Receipt (Common Stock)
MMM / 3M Company
ABBV / AbbVie Inc.
SON / Sonoco Products Company
VRTX / Vertex Pharmaceuticals Incorporated
VIPS / Vipshop Holdings Limited - Depositary Receipt (Common Stock)
HII / Huntington Ingalls Industries, Inc.
FTV / Fortive Corporation
JFR / Nuveen Floating Rate Income Fund
MO / Altria Group, Inc.
GD / General Dynamics Corporation
URBN / Urban Outfitters, Inc.
CIXX / CI Financial Corp
BAC / Bank of America Corporation
VFF / Village Farms International, Inc.
QCOM / QUALCOMM Incorporated
AMD / Advanced Micro Devices, Inc.
TXN / Texas Instruments Incorporated
ARKK / ARK ETF Trust - ARK Innovation ETF
REAL / The RealReal, Inc.
DISCK / Warner Bros.Discovery Inc - Series C
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
AMZN / Amazon.com, Inc.
UDR / UDR, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
ST / Sensata Technologies Holding plc
ABC / Amerisource Bergen Corp.
KO / The Coca-Cola Company
EXC / Exelon Corporation
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
PLTR / Palantir Technologies Inc.
CAT / Caterpillar Inc.
KHC / The Kraft Heinz Company
XRX / Xerox Holdings Corporation
CRI / Carter's, Inc.
NOW / ServiceNow, Inc.
BBIO / BridgeBio Pharma, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
ECL / Ecolab Inc.
GM / General Motors Company
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
CFG / Citizens Financial Group, Inc.
NEU / NewMarket Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
REET / iShares Trust - iShares Global REIT ETF
DOW / Dow Inc.
EVOP / EVO Payments Inc - Class A
PH / Parker-Hannifin Corporation
BALL / Ball Corporation
SCHW / The Charles Schwab Corporation
VST / Vistra Corp.
LULU / lululemon athletica inc.
KR / The Kroger Co.
REI / Ring Energy, Inc.
CNYA / iShares Trust - iShares MSCI China A ETF
EAF / GrafTech International Ltd.
MAR / Marriott International, Inc.
CRSP / CRISPR Therapeutics AG
COST / Costco Wholesale Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
TJX / The TJX Companies, Inc.
MEOBF / Mesoblast Limited
MRO / Marathon Oil Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AMNB / American National Bankshares Inc.
NID / Nuveen Intermediate Duration Municipal Term Fund
USB / U.S. Bancorp
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
HBI / Hanesbrands Inc.
CHD / Church & Dwight Co., Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BMY / Bristol-Myers Squibb Company
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
AIZ / Assurant, Inc.
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
MA / Mastercard Incorporated
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
MDY / SPDR S&P MidCap 400 ETF Trust
EFV / iShares Trust - iShares MSCI EAFE Value ETF
GLW / Corning Incorporated
NVDA / NVIDIA Corporation
C / Citigroup Inc.
AMAT / Applied Materials, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IAU / iShares Gold Trust
AVGO / Broadcom Inc.
FAD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Growth AlphaDEX Fund
ZBRA / Zebra Technologies Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
IGOV / iShares Trust - iShares International Treasury Bond ETF
TMO / Thermo Fisher Scientific Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
MQ / Marqeta, Inc.
SPLK / Splunk Inc.
OPK / OPKO Health, Inc.
ALC / Alcon Inc.
FAB / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Value AlphaDEX Fund
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
MCD / McDonald's Corporation
F / Ford Motor Company
MC / Moelis & Company
LLY / Eli Lilly and Company
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
AXP / American Express Company
WBD / Warner Bros. Discovery, Inc.
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
BSCM / Invesco Capital Management LLC - Invesco BulletShares 2022 Corporate Bond ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
MHK / Mohawk Industries, Inc.
GOLD / Barrick Mining Corporation
K / Kellanova
PNC / The PNC Financial Services Group, Inc.
SAVE / Spirit Airlines, Inc.
UBER / Uber Technologies, Inc.
VTLE / Vital Energy, Inc.
T / AT&T Inc.
SIRI / Sirius XM Holdings Inc.
ISRG / Intuitive Surgical, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
CP / Canadian Pacific Kansas City Limited
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF
RNST / Renasant Corporation
ACM / AECOM
IWN / iShares Trust - iShares Russell 2000 Value ETF
AHH / Armada Hoffler Properties, Inc.
CHKP / Check Point Software Technologies Ltd.
CSCO / Cisco Systems, Inc.
SYK / Stryker Corporation
POOL / Pool Corporation
MU / Micron Technology, Inc.
GBAB / Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
NLY / Annaly Capital Management, Inc.
CHCT / Community Healthcare Trust Incorporated
NTAP / NetApp, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
CTVA / Corteva, Inc.
FDX / FedEx Corporation
PLD / Prologis, Inc.
DAL / Delta Air Lines, Inc.
EMR / Emerson Electric Co.
HSY / The Hershey Company
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
D / Dominion Energy, Inc.
GE / General Electric Company
UP / Wheels Up Experience Inc.
HRZN / Horizon Technology Finance Corporation
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
CFR / Cullen/Frost Bankers, Inc.
AYI / Acuity Inc.
WFRD / Weatherford International plc
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LOW / Lowe's Companies, Inc.
CE / Celanese Corporation
FDUS / Fidus Investment Corporation
WBA / Walgreens Boots Alliance, Inc.
PYPL / PayPal Holdings, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
ACN / Accenture plc
ECVT / Ecovyst Inc.
NEM / Newmont Corporation
GOOGL / Alphabet Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
WING / Wingstop Inc.
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
HUBB / Hubbell Incorporated
CI / The Cigna Group
CFO / Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
GOOG / Alphabet Inc.
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
TIP / iShares Trust - iShares TIPS Bond ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
KMX / CarMax, Inc.
TRV / The Travelers Companies, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DVY / iShares Trust - iShares Select Dividend ETF
NOC / Northrop Grumman Corporation
GLD / SPDR Gold Trust
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
BX / Blackstone Inc.
UCTT / Ultra Clean Holdings, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
UNH / UnitedHealth Group Incorporated
LH / Labcorp Holdings Inc.
ENB / Enbridge Inc.
BAX / Baxter International Inc.
ARCC / Ares Capital Corporation
ROK / Rockwell Automation, Inc.
ADP / Automatic Data Processing, Inc.
TGT / Target Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ORLY / O'Reilly Automotive, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
MRK / Merck & Co., Inc.
LGFB / Lions Gate Entertainment Corp. - Class B
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SEIC / SEI Investments Company
ALB / Albemarle Corporation
CBRE / CBRE Group, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
PHYS / Sprott Physical Gold Trust
TPVG / TriplePoint Venture Growth BDC Corp.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
C.WSA / Citigroup, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VNM / VanEck ETF Trust - VanEck Vietnam ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
MCO / Moody's Corporation
GS / The Goldman Sachs Group, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MDLZ / Mondelez International, Inc.
CG / The Carlyle Group Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
NSC / Norfolk Southern Corporation
PRAA / PRA Group, Inc.
V / Visa Inc.
PGR / The Progressive Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BFB / Brown-Forman Corp. - Class B
ZTS / Zoetis Inc.
BDX / Becton, Dickinson and Company
META / Meta Platforms, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
NEE / NextEra Energy, Inc.
CL / Colgate-Palmolive Company
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
CRM / Salesforce, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MMC / Marsh & McLennan Companies, Inc.
SBUX / Starbucks Corporation
ITW / Illinois Tool Works Inc.
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FNB / F.N.B. Corporation
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
JXI / iShares Trust - iShares Global Utilities ETF
NMCO / Nuveen Municipal Credit Opportunities Fund
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
KLAC / KLA Corporation
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
HDV / iShares Trust - iShares Core High Dividend ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
RSG / Republic Services, Inc.
MTZ / MasTec, Inc.
OMC / Omnicom Group Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
WMB / The Williams Companies, Inc.
JAKK / JAKKS Pacific, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
CMC / Commercial Metals Company
DE / Deere & Company
MKC / McCormick & Company, Incorporated
AMT / American Tower Corporation
SPGI / S&P Global Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
INGR / Ingredion Incorporated
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
MSFT / Microsoft Corporation
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
SHW / The Sherwin-Williams Company
IDXX / IDEXX Laboratories, Inc.
MGRC / McGrath RentCorp
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
COF / Capital One Financial Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
VMC / Vulcan Materials Company
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
RS / Reliance, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
OTIS / Otis Worldwide Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
VZ / Verizon Communications Inc.
FCNCA / First Citizens BancShares, Inc.
MSA / MSA Safety Incorporated
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
HD / The Home Depot, Inc.
IBM / International Business Machines Corporation
KDP / Keurig Dr Pepper Inc.
CPRT / Copart, Inc.
QQQ / Invesco QQQ Trust, Series 1
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
CARR / Carrier Global Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ALL / The Allstate Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
KMB / Kimberly-Clark Corporation
AMGN / Amgen Inc.
ABT / Abbott Laboratories
FRST / Primis Financial Corp.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VEEV / Veeva Systems Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
SHOP / Shopify Inc.
LIN / Linde plc
DUK / Duke Energy Corporation
AMP / Ameriprise Financial, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
WTW / Willis Towers Watson Public Limited Company
TROW / T. Rowe Price Group, Inc.
DLTR / Dollar Tree, Inc.
NGL / NGL Energy Partners LP - Limited Partnership
UPS / United Parcel Service, Inc.
RTX / RTX Corporation
SPY / SPDR S&P 500 ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ICE / Intercontinental Exchange, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PPG / PPG Industries, Inc.
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
BRK.B / Berkshire Hathaway Inc.
TFC / Truist Financial Corporation
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
NUE / Nucor Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
WY / Weyerhaeuser Company
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
OCC / Optical Cable Corporation
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
ROST / Ross Stores, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
TOWN / TowneBank
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IWV / iShares Trust - iShares Russell 3000 ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PVH / PVH Corp.
CVS / CVS Health Corporation
AEM / Agnico Eagle Mines Limited
SAMG / Silvercrest Asset Management Group Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
AOS / A. O. Smith Corporation
DG / Dollar General Corporation
CSX / CSX Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
KNSL / Kinsale Capital Group, Inc.
AEP / American Electric Power Company, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
CMCSA / Comcast Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
BA / The Boeing Company
ADBE / Adobe Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
NKE / NIKE, Inc.
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
AME / AMETEK, Inc.
SO / The Southern Company
NTR / Nutrien Ltd.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
KXI / iShares Trust - iShares Global Consumer Staples ETF
PSX / Phillips 66
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
BTT / Blackrock Municipal 2030 Target Term Trust
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ELV / Elevance Health, Inc.
ADSK / Autodesk, Inc.
APD / Air Products and Chemicals, Inc.
CVX / Chevron Corporation
BK / The Bank of New York Mellon Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
GPK / Graphic Packaging Holding Company
IWM / iShares Trust - iShares Russell 2000 ETF
RY / Royal Bank of Canada
SWN / Southwestern Energy Company
DVA / DaVita Inc.
PRU / Prudential Financial, Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
MRNA / Moderna, Inc.
PM / Philip Morris International Inc.
WPC / W. P. Carey Inc.
ADI / Analog Devices, Inc.
SYY / Sysco Corporation
AXTA / Axalta Coating Systems Ltd.
DD / DuPont de Nemours, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
RYN / Rayonier Inc.