Market Value1,813,313,814
Total Holdings612
File Date2025-01-16
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)
RYAN / Ryan Specialty Holdings, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
INDA / iShares Trust - iShares MSCI India ETF
RMBS / Rambus Inc.
OKTA / Okta, Inc.
CNC / Centene Corporation
CPRT / Copart, Inc.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
GWW / W.W. Grainger, Inc.
PNC / The PNC Financial Services Group, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
DJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - June
EMC / Global X Funds - Global X Emerging Markets Great Consumer ETF
PJT / PJT Partners Inc.
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
FCN / FTI Consulting, Inc.
DT / Dynatrace, Inc.
DECK / Deckers Outdoor Corporation
BSY / Bentley Systems, Incorporated
AMP / Ameriprise Financial, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
MKC / McCormick & Company, Incorporated
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
OTIS / Otis Worldwide Corporation
VTMX / Corporación Inmobiliaria Vesta, S.A.B. de C.V. - Depositary Receipt (Common Stock)
WPC / W. P. Carey Inc.
CAR / Avis Budget Group, Inc. Put
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SHLD / Global X Funds - Global X Defense Tech ETF
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
ILCV / iShares Trust - iShares Morningstar Value ETF
AFL / Aflac Incorporated
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
CAR / Avis Budget Group, Inc.
SUM / Summit Materials, Inc.
AZO / AutoZone, Inc.
US76680RAF47 / CONVERTIBLE ZERO
STT / State Street Corporation
JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF
OCTW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Oct ETF
XJUN / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
SCI / Service Corporation International
ENTG / Entegris, Inc.
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
SF / Stifel Financial Corp.
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
NFG / National Fuel Gas Company
TPVG / TriplePoint Venture Growth BDC Corp.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
IVV / iShares Trust - iShares Core S&P 500 ETF
UFPT / UFP Technologies, Inc.
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
OUT / OUTFRONT Media Inc.
AGNC / AGNC Investment Corp.
OPBK / OP Bancorp
GLD / SPDR Gold Trust
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
CRM / Salesforce, Inc.
MSFT / Microsoft Corporation
OKE / ONEOK, Inc.
ESS / Essex Property Trust, Inc.
NKE / NIKE, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
HUM / Humana Inc.
SNPS / Synopsys, Inc.
LNC / Lincoln National Corporation
UI / Ubiquiti Inc.
INTC / Intel Corporation
C.WSA / Citigroup, Inc.
AMD / Advanced Micro Devices, Inc.
BKR / Baker Hughes Company
TNL / Travel + Leisure Co.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
AXP / American Express Company
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
TIP / iShares Trust - iShares TIPS Bond ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
IYW / iShares Trust - iShares U.S. Technology ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
BLDR / Builders FirstSource, Inc.
BMA / Banco Macro S.A. - Depositary Receipt (Common Stock)
IVW / iShares Trust - iShares S&P 500 Growth ETF
GAP / The Gap, Inc.
PM / Philip Morris International Inc.
JPM / JPMorgan Chase & Co.
V / Visa Inc.
NSC / Norfolk Southern Corporation
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
GOOG / Alphabet Inc.
BKNG / Booking Holdings Inc.
CSX / CSX Corporation
GOLD / Barrick Mining Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
GIS / General Mills, Inc.
ABT / Abbott Laboratories
MDLZ / Mondelez International, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
GLW / Corning Incorporated
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
FICO / Fair Isaac Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
DE / Deere & Company
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund
CINF / Cincinnati Financial Corporation
FSK / FS KKR Capital Corp.
MSCI / MSCI Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PTC / PTC Inc.
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
BERY / Berry Global Group, Inc.
BAX / Baxter International Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MU / Micron Technology, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
MMM / 3M Company
DOW / Dow Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
BAC / Bank of America Corporation
META / Meta Platforms, Inc.
MORN / Morningstar, Inc.
UNP / Union Pacific Corporation
VST / Vistra Corp.
VZ / Verizon Communications Inc.
BRK.B / Berkshire Hathaway Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
KMI / Kinder Morgan, Inc.
ABBV / AbbVie Inc.
QFIN / Qfin Holdings, Inc. - Depositary Receipt (Common Stock)
OXY / Occidental Petroleum Corporation
MC / Moelis & Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
NFLX / Netflix, Inc.
MS / Morgan Stanley
ET / Energy Transfer LP - Limited Partnership
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
SPXX / Nuveen S&P 500 Dynamic Overwrite Fund
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
QCOM / QUALCOMM Incorporated
BX / Blackstone Inc.
CLX / The Clorox Company
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
SMCI / Super Micro Computer, Inc.
GNL / Global Net Lease, Inc.
ALLE / Allegion plc
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
AHR / American Healthcare REIT, Inc.
KOCT / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - October
COF / Capital One Financial Corporation
ARB / AltShares Trust - AltShares Merger Arbitrage ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
TSCO / Tractor Supply Company
BCSF / Bain Capital Specialty Finance, Inc.
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
GOOGL / Alphabet Inc.
SPY / SPDR S&P 500 ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
MO / Altria Group, Inc.
TMO / Thermo Fisher Scientific Inc.
CAT / Caterpillar Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
ED / Consolidated Edison, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
NOC / Northrop Grumman Corporation
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
OEF / iShares Trust - iShares S&P 100 ETF
DIS / The Walt Disney Company
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
NEE / NextEra Energy, Inc.
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
KDP / Keurig Dr Pepper Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VIRT / Virtu Financial, Inc.
SBRA / Sabra Health Care REIT, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ADI / Analog Devices, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
CRWD / CrowdStrike Holdings, Inc.
COO / The Cooper Companies, Inc.
PGR / The Progressive Corporation
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
XMAR / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
ZTS / Zoetis Inc.
FIX / Comfort Systems USA, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
AMAT / Applied Materials, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
WHD / Cactus, Inc.
GE / General Electric Company
FXI / iShares Trust - iShares China Large-Cap ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
WHR / Whirlpool Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
PBH / Prestige Consumer Healthcare Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
DELL / Dell Technologies Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
JNJ / Johnson & Johnson
MCHP / Microchip Technology Incorporated
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
OMF / OneMain Holdings, Inc.
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
IRM / Iron Mountain Incorporated
MET / MetLife, Inc.
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
SBUX / Starbucks Corporation
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
DIAX / Nuveen Dow 30 Dynamic Overwrite Fund
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
CSCO / Cisco Systems, Inc.
AEP / American Electric Power Company, Inc.
APP / AppLovin Corporation
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
EOG / EOG Resources, Inc.
BOCT / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - October
ORCL / Oracle Corporation
BKMC / BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
NTAP / NetApp, Inc.
ABNB / Airbnb, Inc.
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
FTAI / FTAI Aviation Ltd.
DHR / Danaher Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
CLOA / BlackRock ETF Trust II - iShares AAA CLO Active ETF
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
ENB / Enbridge Inc.
CMCSA / Comcast Corporation
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
CVX / Chevron Corporation
CW / Curtiss-Wright Corporation
STRL / Sterling Infrastructure, Inc.
ARCC / Ares Capital Corporation
ETHE / Grayscale Ethereum Trust
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
WDAY / Workday, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
KD / Kyndryl Holdings, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
GILD / Gilead Sciences, Inc.
C / Citigroup Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
WM / Waste Management, Inc.
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
KKR / KKR & Co. Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
LUV / Southwest Airlines Co.
AMZN / Amazon.com, Inc.
PCG / PG&E Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
NXPI / NXP Semiconductors N.V.
LMT / Lockheed Martin Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
WSM / Williams-Sonoma, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
CVLT / Commvault Systems, Inc.
EPAM / EPAM Systems, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
NOW / ServiceNow, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CHH / Choice Hotels International, Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
OBDC / Blue Owl Capital Corporation
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
TDY / Teledyne Technologies Incorporated
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
MAR / Marriott International, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
WSO / Watsco, Inc.
MBB / iShares Trust - iShares MBS ETF
CRH / CRH plc
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BRSP / BrightSpire Capital, Inc.
PINS / Pinterest, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
QJUN / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - June
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
RELX / RELX PLC - Depositary Receipt (Common Stock)
SPOT / Spotify Technology S.A.
ACN / Accenture plc
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
CB / Chubb Limited
SLB / Schlumberger Limited
BMY / Bristol-Myers Squibb Company
GFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - February
RMT / Royce Micro-Cap Trust, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
APO / Apollo Global Management, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
FANG / Diamondback Energy, Inc.
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
FSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September
WFC / Wells Fargo & Company
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
KO / The Coca-Cola Company
PAYC / Paycom Software, Inc.
NAT / Nordic American Tankers Limited
AMT / American Tower Corporation
BEPC / Brookfield Renewable Corporation
PEP / PepsiCo, Inc.
SILA / Sila Realty Trust, Inc.
AOD / Abrdn Total Dynamic Dividend Fund
ROST / Ross Stores, Inc.
SCHW / The Charles Schwab Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
OHI / Omega Healthcare Investors, Inc.
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
MRVL / Marvell Technology, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AON / Aon plc
WRB / W. R. Berkley Corporation
BUFQ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF
ANET / Arista Networks Inc
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
CL / Colgate-Palmolive Company
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
MMC / Marsh & McLennan Companies, Inc.
LLY / Eli Lilly and Company
EPR / EPR Properties
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PFE / Pfizer Inc.
HIMS / Hims & Hers Health, Inc.
LIN / Linde plc
ADP / Automatic Data Processing, Inc.
ITW / Illinois Tool Works Inc.
TXN / Texas Instruments Incorporated
MDT / Medtronic plc
HD / The Home Depot, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
XDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
JANW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jan ETF
FTI / TechnipFMC plc
RTX / RTX Corporation
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
ZS / Zscaler, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
USB / U.S. Bancorp
APD / Air Products and Chemicals, Inc.
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
COST / Costco Wholesale Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ADBE / Adobe Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
PG / The Procter & Gamble Company
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
STE / STERIS plc
BIDD / BlackRock ETF Trust - iShares International Dividend Active ETF
GS / The Goldman Sachs Group, Inc.
IQM / Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
TJX / The TJX Companies, Inc.
AMCR / Amcor plc
COP / ConocoPhillips
UBS / UBS Group AG
AAPL / Apple Inc.
TTD / The Trade Desk, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
MCD / McDonald's Corporation
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
VTEC / Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
PH / Parker-Hannifin Corporation
F / Ford Motor Company
XOM / Exxon Mobil Corporation
ATO / Atmos Energy Corporation
FCX / Freeport-McMoRan Inc.
CASY / Casey's General Stores, Inc.
SECT / Northern Lights Fund Trust IV - Main Sector Rotation ETF
APRW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Apr ETF
WMT / Walmart Inc.
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
WEC / WEC Energy Group, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
IAU / iShares Gold Trust
SHBI / Shore Bancshares, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
BATRK / Atlanta Braves Holdings, Inc.
SHYL / DBX ETF Trust - Xtrackers Short Duration High Yield Bond ETF
TLN / Talen Energy Corporation
DUK / Duke Energy Corporation
UPS / United Parcel Service, Inc.
ISRG / Intuitive Surgical, Inc.
SHOP / Shopify Inc.
VRT / Vertiv Holdings Co
GGAL / Grupo Financiero Galicia S.A. - Depositary Receipt (Common Stock)
VTV / Vanguard Index Funds - Vanguard Value ETF
T / AT&T Inc.
HALO / Halozyme Therapeutics, Inc.
LOW / Lowe's Companies, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
EWBC / East West Bancorp, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
AIG / American International Group, Inc.
SLF / Sun Life Financial Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SO / The Southern Company
SHW / The Sherwin-Williams Company
SVOL / Simplify Exchange Traded Funds - Simplify Volatility Premium ETF
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
IBM / International Business Machines Corporation
CSL / Carlisle Companies Incorporated
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
XSEP / FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
KMB / Kimberly-Clark Corporation
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
INTF / iShares Trust - iShares International Equity Factor ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CDW / CDW Corporation
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
DFS / Discover Financial Services
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock)
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
AZEK / The AZEK Company Inc.
INTU / Intuit Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CMG / Chipotle Mexican Grill, Inc.
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
POOL / Pool Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
EW / Edwards Lifesciences Corporation
SPG / Simon Property Group, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
ETN / Eaton Corporation plc
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
LCTD / BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
AJG / Arthur J. Gallagher & Co.
MEDP / Medpace Holdings, Inc.
BMI / Badger Meter, Inc.
GD / General Dynamics Corporation
CR / Crane Company
COR / Cencora, Inc.
CYBR / CyberArk Software Ltd.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
PSX / Phillips 66
STWD / Starwood Property Trust, Inc.
KLAC / KLA Corporation
GPN / Global Payments Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
CEG / Constellation Energy Corporation
DVY / iShares Trust - iShares Select Dividend ETF
MELI / MercadoLibre, Inc.
SHOT / Safety Shot, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
UAL / United Airlines Holdings, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
WTPI / WisdomTree Trust - WisdomTree Equity Premium Income Fund
BCS / Barclays PLC - Depositary Receipt (Common Stock)
TFC / Truist Financial Corporation
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
TGT / Target Corporation
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
AVGO / Broadcom Inc.
PLTR / Palantir Technologies Inc.
SRE / Sempra
HON / Honeywell International Inc.
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
QQQ / Invesco QQQ Trust, Series 1 Call
FE / FirstEnergy Corp.
BXMT / Blackstone Mortgage Trust, Inc.
YPF / YPF Sociedad Anónima - Depositary Receipt (Common Stock)
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
AFRM / Affirm Holdings, Inc.
PANW / Palo Alto Networks, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
OLLI / Ollie's Bargain Outlet Holdings, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
VMI / Valmont Industries, Inc.
INSG / Inseego Corp.
JULW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF
WMB / The Williams Companies, Inc.
CME / CME Group Inc.
CI / The Cigna Group
MUB / iShares Trust - iShares National Muni Bond ETF
CSGP / CoStar Group, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BRK.A / Berkshire Hathaway Inc.
MPC / Marathon Petroleum Corporation
RIVN / Rivian Automotive, Inc.
BA / The Boeing Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PAM / Pampa Energía S.A. - Depositary Receipt (Common Stock)
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CP / Canadian Pacific Kansas City Limited
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
NEM / Newmont Corporation
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
KBR / KBR, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
NXT / Nextracker Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
LRCX / Lam Research Corporation
BVN / Compañía de Minas Buenaventura S.A.A. - Depositary Receipt (Common Stock)
CARR / Carrier Global Corporation
PINK / Simplify Exchange Traded Funds - Simplify Health Care ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
NMZ / Nuveen Municipal High Income Opportunity Fund
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
BITB / Bitwise Bitcoin ETF Trust
AVDL / Avadel Pharmaceuticals plc
CIVI / Civitas Resources, Inc.
ELAB / PMGC Holdings Inc.
REET / iShares Trust - iShares Global REIT ETF
HPQ / HP Inc.
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
BIIB / Biogen Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
HTZ / Hertz Global Holdings, Inc.
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
VAL / Valaris Limited
TRV / The Travelers Companies, Inc.
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
ICLR / ICON Public Limited Company
QRTEA / Qurate Retail Inc - Series A
JPC / Nuveen Preferred & Income Opportunities Fund
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
GPC / Genuine Parts Company
SMMD / iShares Trust - iShares Russell 2500 ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
VNOM / Viper Energy, Inc.
ETH / Grayscale Ethereum Mini Trust ETF
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
IOO / iShares Trust - iShares Global 100 ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
PRU / Prudential Financial, Inc.
EMR / Emerson Electric Co.
ARI / Apollo Commercial Real Estate Finance, Inc.
JFR / Nuveen Floating Rate Income Fund
ADT / ADT Inc.
PCB / PCB Bancorp
SPSC / SPS Commerce, Inc.
VLO / Valero Energy Corporation
JMIA / Jumia Technologies AG - Depositary Receipt (Common Stock)
SCCO / Southern Copper Corporation
PYPL / PayPal Holdings, Inc.
SYY / Sysco Corporation
MRK / Merck & Co., Inc.
TT / Trane Technologies plc
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
ELF / e.l.f. Beauty, Inc.
URI / United Rentals, Inc.
CMI / Cummins Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
TQQQ / ProShares Trust - ProShares UltraPro QQQ
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
NVT / nVent Electric plc
SOFI / SoFi Technologies, Inc.
SNOW / Snowflake Inc.
GMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - March
BWXT / BWX Technologies, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
BXSL / Blackstone Secured Lending Fund
PODD / Insulet Corporation
CSMD / Professionally Managed Portfolios - Congress SMid Growth ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
CVS / CVS Health Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BJ / BJ's Wholesale Club Holdings, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
STX / Seagate Technology Holdings plc
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
CHKP / Check Point Software Technologies Ltd.
GDDY / GoDaddy Inc.
XES / SPDR Series Trust - SPDR S&P Oil & Gas Equipment & Services ETF
IWB / iShares Trust - iShares Russell 1000 ETF
SQ / Block, Inc.
GRMN / Garmin Ltd.
TIGR / UP Fintech Holding Limited - Depositary Receipt (Common Stock)
UNH / UnitedHealth Group Incorporated
AES / The AES Corporation
ELV / Elevance Health, Inc.
AMGN / Amgen Inc.
MA / Mastercard Incorporated
STZ / Constellation Brands, Inc.
MTN / Vail Resorts, Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
SM / SM Energy Company
KFY / Korn Ferry
RITM / Rithm Capital Corp.
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
IT / Gartner, Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CFG / Citizens Financial Group, Inc.
SDS / ProShares Trust - ProShares UltraShort S&P500
QQQ / Invesco QQQ Trust, Series 1
BLK / BlackRock, Inc.
TSLA / Tesla, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
KNTK / Kinetik Holdings Inc.
LRCX / Lam Research Corporation
ORLY / O'Reilly Automotive, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
NVDA / NVIDIA Corporation