Market Value430,259,123
Total Holdings606
File Date2025-08-05
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
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AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ANGI / Angi Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
DTE / DTE Energy Company
CERT / Certara, Inc.
AON / Aon plc
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
ROP / Roper Technologies, Inc.
SOUN / SoundHound AI, Inc.
ALE / ALLETE, Inc.
TKR / The Timken Company
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
ODFL / Old Dominion Freight Line, Inc.
BBY / Best Buy Co., Inc.
GOOG / Alphabet Inc.
GLD / SPDR Gold Trust
SNY / Sanofi - Depositary Receipt (Common Stock)
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
ROK / Rockwell Automation, Inc.
AMD / Advanced Micro Devices, Inc.
CL / Colgate-Palmolive Company
BLDR / Builders FirstSource, Inc.
AZO / AutoZone, Inc.
FAST / Fastenal Company
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
BBAI / BigBear.ai Holdings, Inc.
AFL / Aflac Incorporated
PHM / PulteGroup, Inc.
SHW / The Sherwin-Williams Company
GSK / GSK plc - Depositary Receipt (Common Stock)
STLA / Stellantis N.V.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SJM / The J. M. Smucker Company
WAB / Westinghouse Air Brake Technologies Corporation
URI / United Rentals, Inc.
RTX / RTX Corporation
STLD / Steel Dynamics, Inc.
ED / Consolidated Edison, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
F / Ford Motor Company
SDS / ProShares Trust - ProShares UltraShort S&P500
KO / The Coca-Cola Company
DKS / DICK'S Sporting Goods, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
NHI / National Health Investors, Inc.
PFE / Pfizer Inc.
SBUX / Starbucks Corporation
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
PNR / Pentair plc
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IVT / InvenTrust Properties Corp.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
HASI / HA Sustainable Infrastructure Capital, Inc.
FPI / Farmland Partners Inc.
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
HPQ / HP Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
TITN / Titan Machinery Inc.
LUMN / Lumen Technologies, Inc.
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
AVRE / American Century ETF Trust - Avantis Real Estate ETF
FITB / Fifth Third Bancorp
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
APO / Apollo Global Management, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
NFLX / Netflix, Inc.
WTFC / Wintrust Financial Corporation
WRB / W. R. Berkley Corporation
AMN / AMN Healthcare Services, Inc.
EQIX / Equinix, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
PSX / Phillips 66
HEI / HEICO Corporation
EW / Edwards Lifesciences Corporation
NYMT / New York Mortgage Trust, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
PRDO / Perdoceo Education Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
RDDT / Reddit, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
OGN / Organon & Co.
HD / The Home Depot, Inc.
MCD / McDonald's Corporation
AEP / American Electric Power Company, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
PRU / Prudential Financial, Inc.
CP / Canadian Pacific Kansas City Limited
JOUT / Johnson Outdoors Inc.
WMT / Walmart Inc.
NUSA / NuShares ETF Trust - Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF
PG / The Procter & Gamble Company
CMCSA / Comcast Corporation
WHR / Whirlpool Corporation
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
AGZD / WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
HSIC / Henry Schein, Inc.
HON / Honeywell International Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
AMGN / Amgen Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
OXM / Oxford Industries, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
MMC / Marsh & McLennan Companies, Inc.
ORCL / Oracle Corporation
SCHW / The Charles Schwab Corporation
BAH / Booz Allen Hamilton Holding Corporation
BA / The Boeing Company
PSLV / Sprott Physical Silver Trust
SO / The Southern Company
DOC / Healthpeak Properties, Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
BMY / Bristol-Myers Squibb Company
AVY / Avery Dennison Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
O / Realty Income Corporation
ABBV / AbbVie Inc.
EA / Electronic Arts Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
TEL / TE Connectivity plc
TXN / Texas Instruments Incorporated
CEG / Constellation Energy Corporation
MRK / Merck & Co., Inc.
HRL / Hormel Foods Corporation
ARW / Arrow Electronics, Inc.
LMT / Lockheed Martin Corporation
IAC / IAC Inc.
HBAN / Huntington Bancshares Incorporated
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
KHC / The Kraft Heinz Company
ICE / Intercontinental Exchange, Inc.
DHR / Danaher Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
MMM / 3M Company
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
EXE / Expand Energy Corporation
PH / Parker-Hannifin Corporation
DIV / Global X Funds - Global X SuperDividend U.S. ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
NVDA / NVIDIA Corporation
SRE / Sempra
BL / BlackLine, Inc.
HWKN / Hawkins, Inc.
ADX / Adams Diversified Equity Fund, Inc.
WM / Waste Management, Inc.
EMBC / Embecta Corp.
IYH / iShares Trust - iShares U.S. Healthcare ETF
AMZN / Amazon.com, Inc.
IBM / International Business Machines Corporation
UPS / United Parcel Service, Inc.
LII / Lennox International Inc.
RXRX / Recursion Pharmaceuticals, Inc.
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
NTRS / Northern Trust Corporation
LIN / Linde plc
IBHI / iShares Trust - iShares iBonds 2029 Term High Yield and Income ETF
TIP / iShares Trust - iShares TIPS Bond ETF
SLV / iShares Silver Trust
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
DVY / iShares Trust - iShares Select Dividend ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
EXPO / Exponent, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
CRH / CRH plc
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
CLX / The Clorox Company
DALI / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright DALI Equity ETF
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
DUK / Duke Energy Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
MDLZ / Mondelez International, Inc.
ET / Energy Transfer LP - Limited Partnership
NOC / Northrop Grumman Corporation
QQQ / Invesco QQQ Trust, Series 1
TMO / Thermo Fisher Scientific Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
UNP / Union Pacific Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
SPY / SPDR S&P 500 ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
WPC / W. P. Carey Inc.
PM / Philip Morris International Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
VFF / Village Farms International, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
SIRI / Sirius XM Holdings Inc.
NBIS / Nebius Group N.V.
ACWI / iShares Trust - iShares MSCI ACWI ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ELV / Elevance Health, Inc.
KMB / Kimberly-Clark Corporation
STRA / Strategic Education, Inc.
FTNT / Fortinet, Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VTRS / Viatris Inc.
INSP / Inspire Medical Systems, Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PAYC / Paycom Software, Inc.
DNP / DNP Select Income Fund Inc.
VLO / Valero Energy Corporation
GGG / Graco Inc.
CAT / Caterpillar Inc.
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
EQT / EQT Corporation
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
GOOGL / Alphabet Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
STRL / Sterling Infrastructure, Inc.
SSYS / Stratasys Ltd.
SNPS / Synopsys, Inc.
CRL / Charles River Laboratories International, Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
COF / Capital One Financial Corporation
IBHG / iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF
PCAR / PACCAR Inc
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
T / AT&T Inc.
ACN / Accenture plc
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
IBDZ / iShares Trust - iShares iBonds Dec 2034 Term Corporate ETF
CB / Chubb Limited
QHY / WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
WULF / TeraWulf Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
LRMR / Larimar Therapeutics, Inc.
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
IEX / IDEX Corporation
SPGI / S&P Global Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MAR / Marriott International, Inc.
CARR / Carrier Global Corporation
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
CMF / iShares Trust - iShares California Muni Bond ETF
CR / Crane Company
AMT / American Tower Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
NEM / Newmont Corporation
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
WBA / Walgreens Boots Alliance, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
MS / Morgan Stanley
VUG / Vanguard Index Funds - Vanguard Growth ETF
OKE / ONEOK, Inc.
UAL / United Airlines Holdings, Inc.
EME / EMCOR Group, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
ZTS / Zoetis Inc.
V / Visa Inc.
CW / Curtiss-Wright Corporation
NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF
WFC / Wells Fargo & Company
UNM / Unum Group
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
PFG / Principal Financial Group, Inc.
IWX / iShares Trust - iShares Russell Top 200 Value ETF
AMP / Ameriprise Financial, Inc.
VLTO / Veralto Corporation
DIS / The Walt Disney Company
XT / iShares Trust - iShares Exponential Technologies ETF
EOG / EOG Resources, Inc.
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
ONL / Orion Properties Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
OTTR / Otter Tail Corporation
KR / The Kroger Co.
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
NVT / nVent Electric plc
PGNY / Progyny, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
OEF / iShares Trust - iShares S&P 100 ETF
NULC / Nushares ETF Trust - Nuveen ESG Large-Cap ETF
KMI / Kinder Morgan, Inc.
EDIV / SPDR Index Shares Funds - SPDR S&P Emerging Markets Dividend ETF
GRMN / Garmin Ltd.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
QDEF / FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
CDNS / Cadence Design Systems, Inc.
CFG / Citizens Financial Group, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
TROW / T. Rowe Price Group, Inc.
CSCO / Cisco Systems, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
BDX / Becton, Dickinson and Company
SAND / Sandstorm Gold Ltd.
IDXX / IDEXX Laboratories, Inc.
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
WBD / Warner Bros. Discovery, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
LNG / Cheniere Energy, Inc.
RL / Ralph Lauren Corporation
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
TLTE / FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
SWK / Stanley Black & Decker, Inc.
MLM / Martin Marietta Materials, Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
EXPE / Expedia Group, Inc.
CRM / Salesforce, Inc.
IBTO / iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF
META / Meta Platforms, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
CDW / CDW Corporation
MA / Mastercard Incorporated
VFH / Vanguard World Fund - Vanguard Financials ETF
GDYN / Grid Dynamics Holdings, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
FCX / Freeport-McMoRan Inc.
HRB / H&R Block, Inc.
STZ / Constellation Brands, Inc.
BHF / Brighthouse Financial, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
IBHH / iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF
PEP / PepsiCo, Inc.
NAT / Nordic American Tankers Limited
KRNT / Kornit Digital Ltd.
DH / Definitive Healthcare Corp.
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
AIG / American International Group, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IBHJ / iShares Trust - iShares iBonds 2030 Term High Yield and Income ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
JKHY / Jack Henry & Associates, Inc.
WOOD / iShares Trust - iShares Global Timber & Forestry ETF
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
FIVE / Five Below, Inc.
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
OSIS / OSI Systems, Inc.
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
IVW / iShares Trust - iShares S&P 500 Growth ETF
GE / General Electric Company
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
TFC / Truist Financial Corporation
ALSN / Allison Transmission Holdings, Inc.
MTUS / Metallus Inc.
SOLV / Solventum Corporation
AEE / Ameren Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
VRT / Vertiv Holdings Co
FXI / iShares Trust - iShares China Large-Cap ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
BSX / Boston Scientific Corporation
ADP / Automatic Data Processing, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
LLY / Eli Lilly and Company
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
WMB / The Williams Companies, Inc.
MDT / Medtronic plc
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
NKE / NIKE, Inc.
COP / ConocoPhillips
FIVN / Five9, Inc.
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
TGT / Target Corporation
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
COST / Costco Wholesale Corporation
STE / STERIS plc
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
MET / MetLife, Inc.
DD / DuPont de Nemours, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
IP / International Paper Company
VST / Vistra Corp.
AME / AMETEK, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
USB / U.S. Bancorp
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
GBTC / Grayscale Bitcoin Trust (BTC)
SKOR / FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund
NDAQ / Nasdaq, Inc.
CTAS / Cintas Corporation
PCG / PG&E Corporation
ETN / Eaton Corporation plc
MCK / McKesson Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
PFFD / Global X Funds - Global X U.S. Preferred ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
VKTX / Viking Therapeutics, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
AAPL / Apple Inc.
AIFF / Firefly Neuroscience, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
CTVA / Corteva, Inc.
GTM / ZoomInfo Technologies Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
XOM / Exxon Mobil Corporation
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
UNH / UnitedHealth Group Incorporated
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
OKLO / Oklo Inc.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
PANW / Palo Alto Networks, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
GLW / Corning Incorporated
HOG / Harley-Davidson, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
FCO / abrdn Global Income Fund, Inc.
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
APPS / Digital Turbine, Inc.
TEX / Terex Corporation
XC / WisdomTree Trust - WisdomTree True Emerging Markets Fund
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
FNB / F.N.B. Corporation
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
FBIN / Fortune Brands Innovations, Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
SMB / VanEck ETF Trust - VanEck Short Muni ETF
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
MUB / iShares Trust - iShares National Muni Bond ETF
BPOP / Popular, Inc.
CHKP / Check Point Software Technologies Ltd.
HYZD / WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
COR / Cencora, Inc.
RYAN / Ryan Specialty Holdings, Inc.
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
VCV / Invesco California Value Municipal Income Trust
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ISRG / Intuitive Surgical, Inc.
MPC / Marathon Petroleum Corporation
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
CNP / CenterPoint Energy, Inc.
HUM / Humana Inc.
MFC / Manulife Financial Corporation
TEM / Tempus AI, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
CLS / Celestica Inc.
EMR / Emerson Electric Co.
BLK / BlackRock, Inc.
CVS / CVS Health Corporation
TSLA / Tesla, Inc.
VZ / Verizon Communications Inc.
CC / The Chemours Company
VRTX / Vertex Pharmaceuticals Incorporated
KD / Kyndryl Holdings, Inc.
CR / Crane Company
OTIS / Otis Worldwide Corporation
JPM / JPMorgan Chase & Co.
BAC / Bank of America Corporation
LOW / Lowe's Companies, Inc.
GIS / General Mills, Inc.
CPRT / Copart, Inc.
COOP / Mr. Cooper Group Inc.
ADI / Analog Devices, Inc.
AMAT / Applied Materials, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CI / The Cigna Group
VIVA.X / Vanguard Index Funds - Vanguard Value ETF
FDX / FedEx Corporation
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
ENSG / The Ensign Group, Inc.
AFK / VanEck ETF Trust - VanEck Africa Index ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
CVX / Chevron Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
MO / Altria Group, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ADSK / Autodesk, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
ABT / Abbott Laboratories
QCOM / QUALCOMM Incorporated
TPR / Tapestry, Inc.
APH / Amphenol Corporation
AVGO / Broadcom Inc.
JNJ / Johnson & Johnson
APP / AppLovin Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
DOW / Dow Inc.
SFM / Sprouts Farmers Market, Inc.
CPB / The Campbell's Company
LPLA / LPL Financial Holdings Inc.
WY / Weyerhaeuser Company
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
ITW / Illinois Tool Works Inc.
PEGA / Pegasystems Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
ALRS / Alerus Financial Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
ACM / AECOM
CMI / Cummins Inc.
ADBE / Adobe Inc.
FTXP / Foothills Exploration, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TILT / FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
XEL / Xcel Energy Inc.
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
PFF / iShares Trust - iShares Preferred and Income Securities ETF
WEC / WEC Energy Group, Inc.
CGNX / Cognex Corporation
HPE / Hewlett Packard Enterprise Company
J / Jacobs Solutions Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
NXST / Nexstar Media Group, Inc.
CRWD / CrowdStrike Holdings, Inc.
PLTR / Palantir Technologies Inc.
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
GM / General Motors Company
NXPI / NXP Semiconductors N.V.
GEV / GE Vernova Inc.
ADM / Archer-Daniels-Midland Company
FN / Fabrinet
LNTH / Lantheus Holdings, Inc.
RCL / Royal Caribbean Cruises Ltd.
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
ON / ON Semiconductor Corporation
JCI / Johnson Controls International plc
RNR / RenaissanceRe Holdings Ltd.
TOL / Toll Brothers, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
EVTC / EVERTEC, Inc.
WBAT / Wisdomtree Trust - WisdomTree Battery Value Chain and Innovation Fund
UTHR / United Therapeutics Corporation
PYPL / PayPal Holdings, Inc.
TRI / Thomson Reuters Corporation
FOXA / Fox Corporation
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
FI / Fiserv, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
ALL / The Allstate Corporation
AER / AerCap Holdings N.V.
DELL / Dell Technologies Inc.
GILD / Gilead Sciences, Inc.
NEE / NextEra Energy, Inc.
NSC / Norfolk Southern Corporation
CRC / California Resources Corporation
AIZ / Assurant, Inc.
VITL / Vital Farms, Inc.
HCA / HCA Healthcare, Inc.
EXP / Eagle Materials Inc.
AMTM / Amentum Holdings, Inc.
LYB / LyondellBasell Industries N.V.
JHG / Janus Henderson Group plc
VCTR / Victory Capital Holdings, Inc.
HURN / Huron Consulting Group Inc.
SLB / Schlumberger Limited
WELL / Welltower Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
MRVL / Marvell Technology, Inc.
NOW / ServiceNow, Inc.
ACGL / Arch Capital Group Ltd.
INTU / Intuit Inc.
JBL / Jabil Inc.
ETR / Entergy Corporation
LSTR / Landstar System, Inc.
CTSH / Cognizant Technology Solutions Corporation
CCEP / Coca-Cola Europacific Partners PLC
GNRC / Generac Holdings Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
MUSA / Murphy USA Inc.
OEC / Orion S.A.
LVS / Las Vegas Sands Corp.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
CSGP / CoStar Group, Inc.
SNA / Snap-on Incorporated
BLD / TopBuild Corp.
SLVM / Sylvamo Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
VEEV / Veeva Systems Inc.
SBS / Companhia de Saneamento Básico do Estado de São Paulo - SABESP - Depositary Receipt (Common Stock)
MAS / Masco Corporation
CSX / CSX Corporation
GD / General Dynamics Corporation
LH / Labcorp Holdings Inc.
HSY / The Hershey Company
ULTA / Ulta Beauty, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
FSLR / First Solar, Inc.
DINO / HF Sinclair Corporation
PLD / Prologis, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
TAP / Molson Coors Beverage Company
TS / Tenaris S.A. - Depositary Receipt (Common Stock)
HALO / Halozyme Therapeutics, Inc.
1LOGN / Logitech International S.A.
FRT / Federal Realty Investment Trust
IMXI / International Money Express, Inc.
DG / Dollar General Corporation
LGND / Ligand Pharmaceuticals Incorporated
VRNT / Verint Systems Inc.
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
CARG / CarGurus, Inc.
YUMC / Yum China Holdings, Inc.
UHS / Universal Health Services, Inc.
BKH / Black Hills Corporation
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
HOOD / Robinhood Markets, Inc.
EPRT / Essential Properties Realty Trust, Inc.
AJG / Arthur J. Gallagher & Co.
AMG / Affiliated Managers Group, Inc.
NMIH / NMI Holdings, Inc.
TILE / Interface, Inc.
BANF / BancFirst Corporation
GEF / Greif, Inc.
MBUU / Malibu Boats, Inc.
INTC / Intel Corporation
CTRA / Coterra Energy Inc.
ORLY / O'Reilly Automotive, Inc.
UBER / Uber Technologies, Inc.
AYI / Acuity Inc.
DHI / D.R. Horton, Inc.
QBTS / D-Wave Quantum Inc.
WTW / Willis Towers Watson Public Limited Company
SKX / Skechers U.S.A., Inc.
LULU / lululemon athletica inc.
TMHC / Taylor Morrison Home Corporation
ESI / Element Solutions Inc
OC / Owens Corning
PAGS / PagSeguro Digital Ltd.
CBOE / Cboe Global Markets, Inc.
APTV / Aptiv PLC
TRMK / Trustmark Corporation
RY N / Royal Bank of Canada
REYN / Reynolds Consumer Products Inc.
NMRK / Newmark Group, Inc.
DTM / DT Midstream, Inc.
MGPI / MGP Ingredients, Inc.
FTV / Fortive Corporation
CBT / Cabot Corporation
SM / SM Energy Company
EBGEF / Enbridge Inc. - Preferred Stock
TGNA / TEGNA Inc.
HES / Hess Corporation
WDAY / Workday, Inc.
NVR / NVR, Inc.
EG / Everest Group, Ltd.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
ICLR / ICON Public Limited Company
WEX / WEX Inc.
EWBC / East West Bancorp, Inc.
SU / Suncor Energy Inc.
OMC / Omnicom Group Inc.
AMPH / Amphastar Pharmaceuticals, Inc.
BALL / Ball Corporation
ANET / Arista Networks Inc
SYK / Stryker Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
TECH / Bio-Techne Corporation
IGT / International Game Technology PLC
PCTY / Paylocity Holding Corporation
IBCA / iShares Trust - iShares iBonds Dec 2035 Term Corp ETF
PGR / The Progressive Corporation
EFX / Equifax Inc.
LUV / Southwest Airlines Co.
MCHI / iShares Trust - iShares MSCI China ETF
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
NLOP / Net Lease Office Properties
AXP / American Express Company