Market Value327,216,749
Total Holdings499
File Date2025-04-29
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)
GLD / SPDR Gold Trust
PFG / Principal Financial Group, Inc.
YUM / Yum! Brands, Inc.
RGEN / Repligen Corporation
PHM / PulteGroup, Inc.
MO / Altria Group, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GPN / Global Payments Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
STT / State Street Corporation
HD / The Home Depot, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
VLO / Valero Energy Corporation
ED / Consolidated Edison, Inc.
CARR / Carrier Global Corporation
NYF / iShares Trust - iShares New York Muni Bond ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
WAB / Westinghouse Air Brake Technologies Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
OTIS / Otis Worldwide Corporation
AMAT / Applied Materials, Inc.
SCHW / The Charles Schwab Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
TGNA / TEGNA Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SNV / Synovus Financial Corp.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VSLU / ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
KDP / Keurig Dr Pepper Inc.
CRWD / CrowdStrike Holdings, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
LECO / Lincoln Electric Holdings, Inc.
AMT / American Tower Corporation
TMUS / T-Mobile US, Inc.
FCF / First Commonwealth Financial Corporation
AWK / American Water Works Company, Inc.
SOLV / Solventum Corporation
META / Meta Platforms, Inc.
MS / Morgan Stanley
ZTS / Zoetis Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
OHI / Omega Healthcare Investors, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
TPVG / TriplePoint Venture Growth BDC Corp.
EZBC / Franklin Templeton Digital Holdings Trust - Franklin Bitcoin ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
VHT / Vanguard World Fund - Vanguard Health Care ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
UNM / Unum Group
AIG / American International Group, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
HON / Honeywell International Inc.
AVTR / Avantor, Inc.
ABBV / AbbVie Inc.
BSX / Boston Scientific Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IYM / iShares Trust - iShares U.S. Basic Materials ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
DLTR / Dollar Tree, Inc.
AMTM / Amentum Holdings, Inc.
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
UAN / CVR Partners, LP - Limited Partnership
A / Agilent Technologies, Inc.
CMI / Cummins Inc.
SPY / SPDR S&P 500 ETF
BCS / Barclays PLC - Depositary Receipt (Common Stock)
ZION / Zions Bancorporation, National Association
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
GD / General Dynamics Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
LPG / Dorian LPG Ltd.
UPS / United Parcel Service, Inc.
TDG / TransDigm Group Incorporated
PINS / Pinterest, Inc.
KHC / The Kraft Heinz Company
EPR / EPR Properties
MNST / Monster Beverage Corporation
DFH / Dream Finders Homes, Inc.
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
ICE / Intercontinental Exchange, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
RL / Ralph Lauren Corporation
IGM / iShares Trust - iShares Expanded Tech Sector ETF
RMD / ResMed Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
SYK / Stryker Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MET / MetLife, Inc.
COP / ConocoPhillips
CVX / Chevron Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DBEM / DBX ETF Trust - Xtrackers MSCI Emerging Markets Hedged Equity ETF
FNF / Fidelity National Financial, Inc.
FTV / Fortive Corporation
BA / The Boeing Company
BRK.B / Berkshire Hathaway Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
MCK / McKesson Corporation
COST / Costco Wholesale Corporation
PG / The Procter & Gamble Company
ADBE / Adobe Inc.
ETN / Eaton Corporation plc
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
AMZN / Amazon.com, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
GLW / Corning Incorporated
PANW / Palo Alto Networks, Inc.
KEYS / Keysight Technologies, Inc.
FDS / FactSet Research Systems Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
UNH / UnitedHealth Group Incorporated
IVW / iShares Trust - iShares S&P 500 Growth ETF
MMM / 3M Company
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
WEC / WEC Energy Group, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
IYF / iShares Trust - iShares U.S. Financials ETF
KO / The Coca-Cola Company
PRU / Prudential Financial, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
SU / Suncor Energy Inc.
COLD / Americold Realty Trust, Inc.
LUV / Southwest Airlines Co.
BPOP / Popular, Inc.
EQL / ALPS ETF Trust - ALPS Equal Sector Weight ETF
EMR / Emerson Electric Co.
SPEU / SPDR Index Shares Funds - SPDR Portfolio Europe ETF
FG / F&G Annuities & Life, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
COR / Cencora, Inc.
ISRG / Intuitive Surgical, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ESPR / Esperion Therapeutics, Inc.
XOM / Exxon Mobil Corporation
NOC / Northrop Grumman Corporation
PM / Philip Morris International Inc.
FFIV / F5, Inc.
MNMD / Mind Medicine (MindMed) Inc.
CVS / CVS Health Corporation
GIS / General Mills, Inc.
PNC / The PNC Financial Services Group, Inc.
NVDA / NVIDIA Corporation
TMO / Thermo Fisher Scientific Inc.
NEE / NextEra Energy, Inc.
XYZ / Block, Inc.
LLY / Eli Lilly and Company
AMD / Advanced Micro Devices, Inc.
VZ / Verizon Communications Inc.
CF / CF Industries Holdings, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AEIS / Advanced Energy Industries, Inc.
CAG / Conagra Brands, Inc.
GWW / W.W. Grainger, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
NFLX / Netflix, Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
YEXT / Yext, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
BKCH / Global X Funds - Global X Blockchain ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
URI / United Rentals, Inc.
CYBN / Cybin Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
NCLH / Norwegian Cruise Line Holdings Ltd.
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
MDLZ / Mondelez International, Inc.
CAT / Caterpillar Inc.
V / Visa Inc.
EXR / Extra Space Storage Inc.
FLS / Flowserve Corporation
VPU / Vanguard World Fund - Vanguard Utilities ETF
BLK / BlackRock, Inc.
CNQ / Canadian Natural Resources Limited
GEV / GE Vernova Inc.
AKAM / Akamai Technologies, Inc.
J / Jacobs Solutions Inc.
SBUX / Starbucks Corporation
DVAX / Dynavax Technologies Corporation
FDX / FedEx Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MA / Mastercard Incorporated
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
ORCL / Oracle Corporation
RWT / Redwood Trust, Inc.
MRK / Merck & Co., Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
GBTC / Grayscale Bitcoin Trust (BTC)
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
BTC / Grayscale Bitcoin Mini Trust
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SFM / Sprouts Farmers Market, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
MCD / McDonald's Corporation
VMC / Vulcan Materials Company
C / Citigroup Inc.
WM / Waste Management, Inc.
FANG / Diamondback Energy, Inc.
LNG / Cheniere Energy, Inc.
AGNC / AGNC Investment Corp.
ROP / Roper Technologies, Inc.
CBRE / CBRE Group, Inc.
EMBC / Embecta Corp.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
TFC / Truist Financial Corporation
SAFT / Safety Insurance Group, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
PH / Parker-Hannifin Corporation
BK / The Bank of New York Mellon Corporation
UITB / Victory Portfolios II - VictoryShares Core Intermediate Bond ETF
SYF / Synchrony Financial
RTX / RTX Corporation
RCL / Royal Caribbean Cruises Ltd.
WVVI / Willamette Valley Vineyards, Inc.
CAH / Cardinal Health, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
DDS / Dillard's, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
WYNN / Wynn Resorts, Limited
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
MRVL / Marvell Technology, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
QQQ / Invesco QQQ Trust, Series 1
GOOGL / Alphabet Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
BAC / Bank of America Corporation
CGC / Canopy Growth Corporation
UI / Ubiquiti Inc.
IBM / International Business Machines Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
DFS / Discover Financial Services
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GE / General Electric Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GOOG / Alphabet Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
LRCX / Lam Research Corporation
CCL / Carnival Corporation & plc
OKE / ONEOK, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
GSBD / Goldman Sachs BDC, Inc.
ET / Energy Transfer LP - Limited Partnership
CDNS / Cadence Design Systems, Inc.
SFBS / ServisFirst Bancshares, Inc.
OR / OR Royalties Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
INGR / Ingredion Incorporated
DTM / DT Midstream, Inc.
FURY / Fury Gold Mines Limited
INTU / Intuit Inc.
MDT / Medtronic plc
ADP / Automatic Data Processing, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
SPG / Simon Property Group, Inc.
HAS / Hasbro, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IYE / iShares Trust - iShares U.S. Energy ETF
MDY / SPDR S&P MidCap 400 ETF Trust
DRI / Darden Restaurants, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
PSA / Public Storage
SCPH / scPharmaceuticals Inc.
AQB / AquaBounty Technologies, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
HOG / Harley-Davidson, Inc.
CORZ / Core Scientific, Inc.
KLAC / KLA Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
NSC / Norfolk Southern Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
DIS / The Walt Disney Company
OXY / Occidental Petroleum Corporation
ABG / Asbury Automotive Group, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GEHC / GE HealthCare Technologies Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
BDX / Becton, Dickinson and Company
PAYX / Paychex, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
STZ / Constellation Brands, Inc.
CMCSA / Comcast Corporation
PEP / PepsiCo, Inc.
LHX / L3Harris Technologies, Inc.
BFLY / Butterfly Network, Inc.
VTRS / Viatris Inc.
USB / U.S. Bancorp
CEF / Sprott Physical Gold and Silver Trust
EBAY / eBay Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
IVV / iShares Trust - iShares Core S&P 500 ETF
SBCF / Seacoast Banking Corporation of Florida
CL / Colgate-Palmolive Company
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
PSX / Phillips 66
BKFOF / Brookfield Corporation - Preferred Stock
RGTI / Rigetti Computing, Inc.
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock)
VIRT / Virtu Financial, Inc.
DELL / Dell Technologies Inc.
RIVN / Rivian Automotive, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
JNJ / Johnson & Johnson
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
REGN / Regeneron Pharmaceuticals, Inc.
SIL / Global X Funds - Global X Silver Miners ETF
LOW / Lowe's Companies, Inc.
ROKU / Roku, Inc.
ALC / Alcon Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
UGI / UGI Corporation
ABCB / Ameris Bancorp
LNC / Lincoln National Corporation
SLV / iShares Silver Trust
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
FI / Fiserv, Inc.
CELG.RT / Bristol-Myers Squibb Company - Equity Right
WULF / TeraWulf Inc.
DE / Deere & Company
PCAR / PACCAR Inc
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ITW / Illinois Tool Works Inc.
DHI / D.R. Horton, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
BKNG / Booking Holdings Inc.
PWR / Quanta Services, Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
CSX / CSX Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
F / Ford Motor Company
VAW / Vanguard World Fund - Vanguard Materials ETF
GS / The Goldman Sachs Group, Inc.
HCA / HCA Healthcare, Inc.
RITM / Rithm Capital Corp.
IWM / iShares Trust - iShares Russell 2000 ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
HST / Host Hotels & Resorts, Inc.
RIET / ETF Series Solutions - Hoya Capital High Dividend Yield ETF
APD / Air Products and Chemicals, Inc.
ALL / The Allstate Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
ORLY / O'Reilly Automotive, Inc.
TGT / Target Corporation
NOW / ServiceNow, Inc.
MP / MP Materials Corp.
GMRE / Global Medical REIT Inc.
COF / Capital One Financial Corporation
EBS / Emergent BioSolutions Inc.
KKR / KKR & Co. Inc.
AVGO / Broadcom Inc.
DKS / DICK'S Sporting Goods, Inc.
KMB / Kimberly-Clark Corporation
BHF / Brighthouse Financial, Inc.
CIB / Grupo Cibest S.A. - Depositary Receipt (Common Stock)
LW / Lamb Weston Holdings, Inc.
DECK / Deckers Outdoor Corporation
TSLA / Tesla, Inc.
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
SPGI / S&P Global Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
AZO / AutoZone, Inc.
MPC / Marathon Petroleum Corporation
ADI / Analog Devices, Inc.
WELL / Welltower Inc.
RACE / Ferrari N.V.
NXPI / NXP Semiconductors N.V.
WFC / Wells Fargo & Company
NUE / Nucor Corporation
TRV / The Travelers Companies, Inc.
SHW / The Sherwin-Williams Company
HPQ / HP Inc.
AMP / Ameriprise Financial, Inc.
TJX / The TJX Companies, Inc.
HIG / The Hartford Insurance Group, Inc.
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
UPBD / Upbound Group, Inc.
SCCO / Southern Copper Corporation
CMRE / Costamare Inc.
VTR / Ventas, Inc.
TSLT / ETF Opportunities Trust - T-Rex 2X Long Tesla Daily Target ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
CVI / CVR Energy, Inc.
MHK / Mohawk Industries, Inc.
GOEVQ / Canoo Inc.
KSS / Kohl's Corporation
OGN / Organon & Co.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
MCRI / Monarch Casino & Resort, Inc.
MGM / MGM Resorts International
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
CEG / Constellation Energy Corporation
FCX / Freeport-McMoRan Inc.
JCI / Johnson Controls International plc
KR / The Kroger Co.
BMY / Bristol-Myers Squibb Company
SAIC / Science Applications International Corporation
PLTR / Palantir Technologies Inc.
CB / Chubb Limited
UNP / Union Pacific Corporation
APTV / Aptiv PLC
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
T / AT&T Inc.
AON / Aon plc
INCY / Incyte Corporation
DHR / Danaher Corporation
TXN / Texas Instruments Incorporated
MAS / Masco Corporation
PGR / The Progressive Corporation
IAT / iShares Trust - iShares U.S. Regional Banks ETF
CRM / Salesforce, Inc.
MAR / Marriott International, Inc.
TOL / Toll Brothers, Inc.
LKQ / LKQ Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
PPL / PPL Corporation
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
HWM / Howmet Aerospace Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
HLT / Hilton Worldwide Holdings Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ACN / Accenture plc
CDW / CDW Corporation
DVY / iShares Trust - iShares Select Dividend ETF
IAU / iShares Gold Trust
IYW / iShares Trust - iShares U.S. Technology ETF
MLM / Martin Marietta Materials, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
GM / General Motors Company
LIN / Linde plc
CSWC / Capital Southwest Corporation
MCO / Moody's Corporation
WMT / Walmart Inc.
AEM / Agnico Eagle Mines Limited
AFL / Aflac Incorporated
WGHTQ / WW International, Inc.
SAIL / SailPoint, Inc.
AMGN / Amgen Inc.
DTE / DTE Energy Company
SNY / Sanofi - Depositary Receipt (Common Stock)
SRE / Sempra
GAP / The Gap, Inc.
DUK / Duke Energy Corporation
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
LYB / LyondellBasell Industries N.V.
ABT / Abbott Laboratories
PEG / Public Service Enterprise Group Incorporated
OCSL / Oaktree Specialty Lending Corporation
LAMR / Lamar Advertising Company
MTD / Mettler-Toledo International Inc.
VRSK / Verisk Analytics, Inc.
AAPL / Apple Inc.
ARMK / Aramark
CSCO / Cisco Systems, Inc.
JPM / JPMorgan Chase & Co.
HBAN / Huntington Bancshares Incorporated
QCOM / QUALCOMM Incorporated
CMG / Chipotle Mexican Grill, Inc.
CRH / CRH plc
VRTX / Vertex Pharmaceuticals Incorporated
VLTO / Veralto Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
RNST / Renasant Corporation
NVAX / Novavax, Inc.
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
AXP / American Express Company
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
VTS / Vitesse Energy, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
PFE / Pfizer Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
AMN / AMN Healthcare Services, Inc.
CACI / CACI International Inc
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
UBSI / United Bankshares, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
MSFT / Microsoft Corporation
KEY / KeyCorp
ADNT / Adient plc
TCHP / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
LMT / Lockheed Martin Corporation