Market Value253,192,819
Total Holdings487
File Date2025-07-08
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)
TNGY / Tortoise Capital Series Trust - Energy Fund
ABNB / Airbnb, Inc.
SWKS / Skyworks Solutions, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
KIM / Kimco Realty Corporation
DFAW / Dimensional ETF Trust - Dimensional World Equity ETF
ALGS / Aligos Therapeutics, Inc.
GOF / Guggenheim Strategic Opportunities Fund
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
DOW / Dow Inc.
RKLB / Rocket Lab Corporation
IFV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright International Focus 5 ETF
FTRE / Fortrea Holdings Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
VTEC / Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF
CNRG / SPDR Series Trust - SPDR S&P Kensho Clean Power ETF
CYCN / Cyclerion Therapeutics, Inc.
ACHR / Archer Aviation Inc.
RVP / Retractable Technologies, Inc.
SKBL / Skyline Builders Group Holding Limited
MKC / McCormick & Company, Incorporated
CUBE / CubeSmart
COST / Costco Wholesale Corporation
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
PLD / Prologis, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
DOV / Dover Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ARKK / ARK ETF Trust - ARK Innovation ETF
SGI / Somnigroup International Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
LVS / Las Vegas Sands Corp.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
IBRX / ImmunityBio, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
INTC / Intel Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AKRO / Akero Therapeutics, Inc.
FTNT / Fortinet, Inc.
ICLR / ICON Public Limited Company
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
IDV / iShares Trust - iShares International Select Dividend ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
SHLD / Global X Funds - Global X Defense Tech ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
DAL / Delta Air Lines, Inc.
EBAY / eBay Inc.
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
KMI / Kinder Morgan, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
EL / The Estée Lauder Companies Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
MRVL / Marvell Technology, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
IBIT / iShares Bitcoin Trust ETF
EQR / Equity Residential
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
REXR / Rexford Industrial Realty, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PWR / Quanta Services, Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
VLU / SPDR Series Trust - SPDR S&P 1500 Value Tilt ETF
PYPL / PayPal Holdings, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ARES / Ares Management Corporation
LLY / Eli Lilly and Company
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
ARE / Alexandria Real Estate Equities, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
DTEC / ALPS ETF Trust - ALPS Disruptive Technologies ETF
CRWD / CrowdStrike Holdings, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
ELV / Elevance Health, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
RTX / RTX Corporation
GT / The Goodyear Tire & Rubber Company
BTC / Grayscale Bitcoin Mini Trust
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VLTO / Veralto Corporation
MTN / Vail Resorts, Inc.
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
XT / iShares Trust - iShares Exponential Technologies ETF
TECH / Bio-Techne Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
STRL / Sterling Infrastructure, Inc.
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
GEV / GE Vernova Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
BAC / Bank of America Corporation
CB / Chubb Limited
T / AT&T Inc.
FAST / Fastenal Company
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
STZ / Constellation Brands, Inc.
CL / Colgate-Palmolive Company
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
HPE / Hewlett Packard Enterprise Company
GIS / General Mills, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ILMN / Illumina, Inc.
LH / Labcorp Holdings Inc.
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
BAX / Baxter International Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
CARR / Carrier Global Corporation
GLMD / Galmed Pharmaceuticals Ltd.
ELS / Equity LifeStyle Properties, Inc.
UST / ProShares Trust - ProShares Ultra 7-10 Year Treasury
UNP / Union Pacific Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
JPM / JPMorgan Chase & Co.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IETC / iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF
ALC / Alcon Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
OGS / ONE Gas, Inc.
CDNS / Cadence Design Systems, Inc.
DVA / DaVita Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
VST / Vistra Corp.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
LHX / L3Harris Technologies, Inc.
EGP / EastGroup Properties, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
META / Meta Platforms, Inc.
SOUN / SoundHound AI, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
UPS / United Parcel Service, Inc.
GIB / CGI Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
CNXC / Concentrix Corporation
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
DMCY / The Advisors Inner Circle Fund III - Democracy International Fund
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
VLO / Valero Energy Corporation
SENS / Senseonics Holdings, Inc.
LYV / Live Nation Entertainment, Inc.
TSCO / Tractor Supply Company
FGDL / Franklin Templeton Holdings Trust - Responsibly Sourced Gold ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
LOW / Lowe's Companies, Inc.
GQRE / FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
AEP / American Electric Power Company, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
KHC / The Kraft Heinz Company
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
MLM / Martin Marietta Materials, Inc.
PRCT / PROCEPT BioRobotics Corporation
AZO / AutoZone, Inc.
NEE / NextEra Energy, Inc.
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
PM / Philip Morris International Inc.
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
DVY / iShares Trust - iShares Select Dividend ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IAK / iShares Trust - iShares U.S. Insurance ETF
REET / iShares Trust - iShares Global REIT ETF
ZM / Zoom Communications Inc.
DLR / Digital Realty Trust, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MDLZ / Mondelez International, Inc.
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
INQQ / Exchange Traded Concepts Trust - INQQ The India Internet ETF
PNR / Pentair plc
ICVT / iShares Trust - iShares Convertible Bond ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
USEG / U.S. Energy Corp.
MSTR / Strategy Inc
AJG / Arthur J. Gallagher & Co.
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
CGGO / Capital Group Global Growth Equity ETF
CLX / The Clorox Company
CAT / Caterpillar Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
SPGI / S&P Global Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ZBRA / Zebra Technologies Corporation
JCI / Johnson Controls International plc
NFLX / Netflix, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
SCHW / The Charles Schwab Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
C / Citigroup Inc.
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
DECK / Deckers Outdoor Corporation
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
KEYS / Keysight Technologies, Inc.
QLVD / FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
BMRN / BioMarin Pharmaceutical Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
PEP / PepsiCo, Inc.
ETH / Grayscale Ethereum Mini Trust ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VEEV / Veeva Systems Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
JBL / Jabil Inc.
TMDX / TransMedics Group, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
DE / Deere & Company
AVSE / American Century ETF Trust - Avantis Responsible Emerging Markets Equity ETF
EQIX / Equinix, Inc.
CSX / CSX Corporation
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
EQT / EQT Corporation
WFC / Wells Fargo & Company
BIIB / Biogen Inc.
BLCN / Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
SPY / SPDR S&P 500 ETF
GEHC / GE HealthCare Technologies Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ORLY / O'Reilly Automotive, Inc.
KD / Kyndryl Holdings, Inc.
UBER / Uber Technologies, Inc.
NKE / NIKE, Inc.
COP / ConocoPhillips
RYTM / Rhythm Pharmaceuticals, Inc.
CVS / CVS Health Corporation
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
MAR / Marriott International, Inc.
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
TGT / Target Corporation
NXPI / NXP Semiconductors N.V.
IWB / iShares Trust - iShares Russell 1000 ETF
MSI / Motorola Solutions, Inc.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
BDX / Becton, Dickinson and Company
UTHR / United Therapeutics Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
PSA / Public Storage
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
NVDA / NVIDIA Corporation
LBRDK / Liberty Broadband Corporation
AU / AngloGold Ashanti plc
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
OGN / Organon & Co.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ROKU / Roku, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
GE / General Electric Company
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
MA / Mastercard Incorporated
RIVN / Rivian Automotive, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ALT / Altimmune, Inc.
BRK.B / Berkshire Hathaway Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
PHAT / Phathom Pharmaceuticals, Inc.
TERN / Terns Pharmaceuticals, Inc.
HON / Honeywell International Inc.
DHR / Danaher Corporation
WM / Waste Management, Inc.
VZ / Verizon Communications Inc.
AAPL / Apple Inc.
AEE / Ameren Corporation
MMC / Marsh & McLennan Companies, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
CMCSA / Comcast Corporation
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
AON / Aon plc
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ABBV / AbbVie Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
FCEL / FuelCell Energy, Inc.
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
MCD / McDonald's Corporation
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
JNJ / Johnson & Johnson
KO / The Coca-Cola Company
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
BBWI / Bath & Body Works, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
LCID / Lucid Group, Inc.
PG / The Procter & Gamble Company
CHKP / Check Point Software Technologies Ltd.
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
A / Agilent Technologies, Inc.
EXR / Extra Space Storage Inc.
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
TJX / The TJX Companies, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MTD / Mettler-Toledo International Inc.
ETSY / Etsy, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
DXC / DXC Technology Company
CME / CME Group Inc.
XOM / Exxon Mobil Corporation
BA / The Boeing Company
XEL / Xcel Energy Inc.
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ADSK / Autodesk, Inc.
VKTX / Viking Therapeutics, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
CCEP / Coca-Cola Europacific Partners PLC
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PANW / Palo Alto Networks, Inc.
ADBE / Adobe Inc.
COF / Capital One Financial Corporation
SOLV / Solventum Corporation
ADI / Analog Devices, Inc.
CRM / Salesforce, Inc.
HSY / The Hershey Company
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
ETN / Eaton Corporation plc
ZTS / Zoetis Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
REG / Regency Centers Corporation
TMUS / T-Mobile US, Inc.
BRP / The Baldwin Insurance Group, Inc.
BXP / Boston Properties, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
SBUX / Starbucks Corporation
AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF
MDGL / Madrigal Pharmaceuticals, Inc.
AMD / Advanced Micro Devices, Inc.
AVSU / American Century ETF Trust - Avantis Responsible U.S. Equity ETF
ONTO / Onto Innovation Inc.
COIN / Coinbase Global, Inc.
MMM / 3M Company
GOOG / Alphabet Inc.
HODL / VanEck Bitcoin ETF
DUK / Duke Energy Corporation
ROP / Roper Technologies, Inc.
BMY / Bristol-Myers Squibb Company
MSFT / Microsoft Corporation
UNH / UnitedHealth Group Incorporated
ENPH / Enphase Energy, Inc.
ECL / Ecolab Inc.
NXST / Nexstar Media Group, Inc.
WBD / Warner Bros. Discovery, Inc.
MRK / Merck & Co., Inc.
PFE / Pfizer Inc.
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
EMR / Emerson Electric Co.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
QQQ / Invesco QQQ Trust, Series 1
FTXP / Foothills Exploration, Inc.
HD / The Home Depot, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
ABT / Abbott Laboratories
EWA / iShares, Inc. - iShares MSCI Australia ETF
FDX / FedEx Corporation
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
AES / The AES Corporation
GILD / Gilead Sciences, Inc.
PBT / Permian Basin Royalty Trust
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
THC / Tenet Healthcare Corporation
SPG / Simon Property Group, Inc.
HPQ / HP Inc.
SYF / Synchrony Financial
IEDI / iShares U.S. ETF Trust - iShares U.S. Consumer Focused ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
CHD / Church & Dwight Co., Inc.
WYNN / Wynn Resorts, Limited
OVV / Ovintiv Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TMO / Thermo Fisher Scientific Inc.
TSLA / Tesla, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
GLD / SPDR Gold Trust
PLTR / Palantir Technologies Inc.
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
WMT / Walmart Inc.
DIS / The Walt Disney Company
GL / Globe Life Inc.
AVGO / Broadcom Inc.
IP / International Paper Company
CVX / Chevron Corporation
RKLB / Rocket Lab Corporation
VIVA.X / Vanguard Index Funds - Vanguard Value ETF
MO / Altria Group, Inc.
V / Visa Inc.
GRAL / GRAIL, Inc.
GOOG / Alphabet Inc.
BLK / BlackRock, Inc.
DRI / Darden Restaurants, Inc.
CMG / Chipotle Mexican Grill, Inc.
IBM / International Business Machines Corporation
PBYI / Puma Biotechnology, Inc.
ACN / Accenture plc
LUV / Southwest Airlines Co.
ESTC / Elastic N.V.
EXPE / Expedia Group, Inc.
APD / Air Products and Chemicals, Inc.
KKR / KKR & Co. Inc.
AMGN / Amgen Inc.
RGA / Reinsurance Group of America, Incorporated
HTGC / Hercules Capital, Inc.
IR / Ingersoll Rand Inc.
CI / The Cigna Group
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
FRT / Federal Realty Investment Trust
CSCO / Cisco Systems, Inc.
SNOW / Snowflake Inc.
SLVM / Sylvamo Corporation
APTV / Aptiv PLC
GPC / Genuine Parts Company
AVB / AvalonBay Communities, Inc.
DOCU / DocuSign, Inc.
AVY / Avery Dennison Corporation
AMZN / Amazon.com, Inc.
FIS / Fidelity National Information Services, Inc.
AFL / Aflac Incorporated
SAM / The Boston Beer Company, Inc.
SNPS / Synopsys, Inc.