Market Value4,612,262,867
Total Holdings477
File Date2025-08-12
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)
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
CSCO / Cisco Systems, Inc.
INDA / iShares Trust - iShares MSCI India ETF
RBRK / Rubrik, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
CME / CME Group Inc.
SO / The Southern Company
CTSH / Cognizant Technology Solutions Corporation
PANW / Palo Alto Networks, Inc.
DUK / Duke Energy Corporation
VTRS / Viatris Inc.
NOC / Northrop Grumman Corporation
UPS / United Parcel Service, Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
UNP / Union Pacific Corporation
SPGI / S&P Global Inc.
MS / Morgan Stanley
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
QCOM / QUALCOMM Incorporated
ED / Consolidated Edison, Inc.
GIS / General Mills, Inc.
EOG / EOG Resources, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
CRM / Salesforce, Inc.
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
FTNT / Fortinet, Inc.
BKNG / Booking Holdings Inc.
TRV / The Travelers Companies, Inc.
MMM / 3M Company
AWK / American Water Works Company, Inc.
AMD / Advanced Micro Devices, Inc.
FWONA / Formula One Group
PH / Parker-Hannifin Corporation
FLG / Flagstar Financial, Inc.
FTV / Fortive Corporation
AX / Axos Financial, Inc.
EQIX / Equinix, Inc.
RTX / RTX Corporation
HOLX / Hologic, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
ADSK / Autodesk, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
TPL / Texas Pacific Land Corporation
GLW / Corning Incorporated
ABNB / Airbnb, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
TSCO / Tractor Supply Company
LOW / Lowe's Companies, Inc.
TXN / Texas Instruments Incorporated
C / Citigroup Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
SWK / Stanley Black & Decker, Inc.
FCX / Freeport-McMoRan Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
T / AT&T Inc.
NRG / NRG Energy, Inc.
MCRI / Monarch Casino & Resort, Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
CIEN / Ciena Corporation
PRGS / Progress Software Corporation
REGN / Regeneron Pharmaceuticals, Inc.
TRGP / Targa Resources Corp.
LNG / Cheniere Energy, Inc.
CNTM / ConnectM Technology Solutions, Inc.
DOW / Dow Inc.
DFS / Discover Financial Services
NVS / Novartis AG - Depositary Receipt (Common Stock)
ALL / The Allstate Corporation
WM / Waste Management, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
SLB / Schlumberger Limited
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
IVV / iShares Trust - iShares Core S&P 500 ETF
ZBH / Zimmer Biomet Holdings, Inc.
BR / Broadridge Financial Solutions, Inc.
CVX / Chevron Corporation
RNR / RenaissanceRe Holdings Ltd.
TIP / iShares Trust - iShares TIPS Bond ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
AAPL / Apple Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SWKS / Skyworks Solutions, Inc.
FWONA / Formula One Group
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
HWM / Howmet Aerospace Inc.
NSC / Norfolk Southern Corporation
DRI / Darden Restaurants, Inc.
MBB / iShares Trust - iShares MBS ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
RZV / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Value ETF
IBIT / iShares Bitcoin Trust ETF
MBI / MBIA Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
RGEF / Tidal Trust III - Rockefeller Global Equity ETF
AZO / AutoZone, Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
NFLX / Netflix, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
NAC / Nuveen California Quality Municipal Income Fund
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
TY / Tri-Continental Corporation
IDXX / IDEXX Laboratories, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SEB / Seaboard Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
MKL / Markel Group Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
INTC / Intel Corporation
ASPN / Aspen Aerogels, Inc.
SNPS / Synopsys, Inc.
BRK.A / Berkshire Hathaway Inc.
ODFL / Old Dominion Freight Line, Inc.
MAR / Marriott International, Inc.
AMP / Ameriprise Financial, Inc.
ELV / Elevance Health, Inc.
GPC / Genuine Parts Company
AMAT / Applied Materials, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
ROP / Roper Technologies, Inc.
HLT / Hilton Worldwide Holdings Inc.
DE / Deere & Company
AEP / American Electric Power Company, Inc.
PGR / The Progressive Corporation
EQAL / Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
OEF / iShares Trust - iShares S&P 100 ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CTRA / Coterra Energy Inc.
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
VKI / Invesco Advantage Municipal Income Trust II
MO / Altria Group, Inc.
CI / The Cigna Group
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
LMAT / LeMaitre Vascular, Inc.
RPM / RPM International Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
VRTX / Vertex Pharmaceuticals Incorporated
DVY / iShares Trust - iShares Select Dividend ETF
SHW / The Sherwin-Williams Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SIRI / Sirius XM Holdings Inc.
TMO / Thermo Fisher Scientific Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
DIS / The Walt Disney Company
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
AMT / American Tower Corporation
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
BX / Blackstone Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
ZTS / Zoetis Inc.
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
TMUS / T-Mobile US, Inc.
URA / Global X Funds - Global X Uranium ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
JNJ / Johnson & Johnson
CB / Chubb Limited
COF / Capital One Financial Corporation
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
KMB / Kimberly-Clark Corporation
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
U / Unity Software Inc.
GEV / GE Vernova Inc.
ATR / AptarGroup, Inc.
PAYX / Paychex, Inc.
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
OTIS / Otis Worldwide Corporation
CNI / Canadian National Railway Company
ACN / Accenture plc
MPC / Marathon Petroleum Corporation
OKE / ONEOK, Inc.
PWR / Quanta Services, Inc.
MDLZ / Mondelez International, Inc.
CF / CF Industries Holdings, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
TEL / TE Connectivity plc
BRK.B / Berkshire Hathaway Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
LLY / Eli Lilly and Company
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
PEP / PepsiCo, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
WFC / Wells Fargo & Company
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
CRH / CRH plc
SBUX / Starbucks Corporation
AMGN / Amgen Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
FAST / Fastenal Company
V / Visa Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
KDP / Keurig Dr Pepper Inc.
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
AON / Aon plc
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
DELL / Dell Technologies Inc.
ADI / Analog Devices, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CRWD / CrowdStrike Holdings, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
IYW / iShares Trust - iShares U.S. Technology ETF
CLX / The Clorox Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
UNM / Unum Group
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ROKT / SPDR Series Trust - SPDR S&P Kensho Final Frontiers ETF
ICE / Intercontinental Exchange, Inc.
LLYVK / Liberty Live Group
STZ / Constellation Brands, Inc.
SPY / SPDR S&P 500 ETF
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
TDG / TransDigm Group Incorporated
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
BLK / BlackRock, Inc.
META / Meta Platforms, Inc.
SOLV / Solventum Corporation
YUM / Yum! Brands, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
LH / Labcorp Holdings Inc.
MA / Mastercard Incorporated
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
IOT / Samsara Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
MMC / Marsh & McLennan Companies, Inc.
XPRO / Expro Group Holdings N.V.
WCN / Waste Connections, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
CP / Canadian Pacific Kansas City Limited
SHEL / Shell plc - Depositary Receipt (Common Stock)
GL / Globe Life Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
CAT / Caterpillar Inc.
CEG / Constellation Energy Corporation
LHX / L3Harris Technologies, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
EBC / Eastern Bankshares, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
STT / State Street Corporation
MSFT / Microsoft Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
DMLP / Dorchester Minerals, L.P. - Limited Partnership
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
CMG / Chipotle Mexican Grill, Inc.
KALV / KalVista Pharmaceuticals, Inc.
VNT / Vontier Corporation
VST / Vistra Corp.
NVDA / NVIDIA Corporation
SYK / Stryker Corporation
ITW / Illinois Tool Works Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MU / Micron Technology, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
CMCSA / Comcast Corporation
BDX / Becton, Dickinson and Company
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ALC / Alcon Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
HON / Honeywell International Inc.
PAR / PAR Technology Corporation
TER / Teradyne, Inc.
COST / Costco Wholesale Corporation
MET / MetLife, Inc.
ETN / Eaton Corporation plc
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
NOW / ServiceNow, Inc.
MDT / Medtronic plc
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
NEE / NextEra Energy, Inc.
ECL / Ecolab Inc.
MUSA / Murphy USA Inc.
BSX / Boston Scientific Corporation
ADP / Automatic Data Processing, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
RSG / Republic Services, Inc.
APD / Air Products and Chemicals, Inc.
BA / The Boeing Company
LBRDA / Liberty Broadband Corporation
ANET / Arista Networks Inc
IBB / iShares Trust - iShares Biotechnology ETF
MDY / SPDR S&P MidCap 400 ETF Trust
USB / U.S. Bancorp
LRCX / Lam Research Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VGRL.X / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
EXR / Extra Space Storage Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
RY / Royal Bank of Canada
NUE / Nucor Corporation
AFL / Aflac Incorporated
VAW / Vanguard World Fund - Vanguard Materials ETF
PLD / Prologis, Inc.
AMCR / Amcor plc
MRK / Merck & Co., Inc.
ROK / Rockwell Automation, Inc.
COP / ConocoPhillips
UNH / UnitedHealth Group Incorporated
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
UBER / Uber Technologies, Inc.
XOM / Exxon Mobil Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ISRG / Intuitive Surgical, Inc.
MCK / McKesson Corporation
KKR / KKR & Co. Inc.
TJX / The TJX Companies, Inc.
CHTR / Charter Communications, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
TT / Trane Technologies plc
WMT / Walmart Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
ORCL / Oracle Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IDLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
GS / The Goldman Sachs Group, Inc.
KO / The Coca-Cola Company
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MTD / Mettler-Toledo International Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IAU / iShares Gold Trust
SOXX / iShares Trust - iShares Semiconductor ETF
IWB / iShares Trust - iShares Russell 1000 ETF
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
KLAC / KLA Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SNA / Snap-on Incorporated
IVW / iShares Trust - iShares S&P 500 Growth ETF
WEC / WEC Energy Group, Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
ROL / Rollins, Inc.
AMZN / Amazon.com, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
VZ / Verizon Communications Inc.
DOV / Dover Corporation
HSY / The Hershey Company
MUB / iShares Trust - iShares National Muni Bond ETF
GD / General Dynamics Corporation
PG / The Procter & Gamble Company
JPM / JPMorgan Chase & Co.
CVS / CVS Health Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF
DD / DuPont de Nemours, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
PKG / Packaging Corporation of America
MLM / Martin Marietta Materials, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
TGT / Target Corporation
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
NKE / NIKE, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
0UB / UBS Group AG
WIP / SPDR Series Trust - SPDR FTSE International Government Inflation-Protected Bond ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
PFE / Pfizer Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
PNC / The PNC Financial Services Group, Inc.
ORLY / O'Reilly Automotive, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HES / Hess Corporation
SYY / Sysco Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
EXC / Exelon Corporation
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
CARR / Carrier Global Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
GOOGL / Alphabet Inc.
GOOGL / Alphabet Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BITB / Bitwise Bitcoin ETF Trust
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
GGG / Graco Inc.
SCHW / The Charles Schwab Corporation
CMI / Cummins Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
FXE / Invesco CurrencyShares Euro Trust
QQQ / Invesco QQQ Trust, Series 1
TILT / FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ABBV / AbbVie Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
EVR / Evercore Inc.
TSLA / Tesla, Inc.
IAUM / iShares Gold Trust Micro
MCD / McDonald's Corporation
LIN / Linde plc
GE / General Electric Company
SHOP / Shopify Inc.
WAB / Westinghouse Air Brake Technologies Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
INTU / Intuit Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
BAC / Bank of America Corporation
HD / The Home Depot, Inc.
CSX / CSX Corporation
DHR / Danaher Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
GEHC / GE HealthCare Technologies Inc.
KR / The Kroger Co.
AVGO / Broadcom Inc.
MSCI / MSCI Inc.
IBM / International Business Machines Corporation
AIG / American International Group, Inc.
PYPL / PayPal Holdings, Inc.
MCO / Moody's Corporation
GLD / SPDR Gold Trust
EBAY / eBay Inc.
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
AFRM / Affirm Holdings, Inc.
EMR / Emerson Electric Co.
PLTR / Palantir Technologies Inc.
GILD / Gilead Sciences, Inc.
PM / Philip Morris International Inc.
LLYV.A / Liberty Live Group
TYL / Tyler Technologies, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
EW / Edwards Lifesciences Corporation
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
VRSN / VeriSign, Inc.
LMT / Lockheed Martin Corporation
AJG / Arthur J. Gallagher & Co.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
PCAR / PACCAR Inc
ADBE / Adobe Inc.
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
BMY / Bristol-Myers Squibb Company
APH / Amphenol Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
ABT / Abbott Laboratories
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
STX / Seagate Technology Holdings plc
YUMC / Yum China Holdings, Inc.
OAKM / Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
CL / Colgate-Palmolive Company
AXP / American Express Company