Market Value6,937,182,980
Total Holdings685
File Date2023-08-14
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)
CTRM / Castor Maritime Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
V / Visa Inc.
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
SLVP / iShares, Inc. - iShares MSCI Global Silver and Metals Miners ETF
META / Meta Platforms, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EFTR / eFFECTOR Therapeutics, Inc.
LCID / Lucid Group, Inc.
AAPL / Apple Inc.
LW / Lamb Weston Holdings, Inc.
ARE / Alexandria Real Estate Equities, Inc.
SO / The Southern Company
CACC / Credit Acceptance Corporation
TWO / Two Harbors Investment Corp.
DECK / Deckers Outdoor Corporation
AGCO / AGCO Corporation
FCX / Freeport-McMoRan Inc.
DBRG / DigitalBridge Group, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
TSLA / Tesla, Inc.
MO / Altria Group, Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
FTNT / Fortinet, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
RMT / Royce Micro-Cap Trust, Inc.
SCI / Service Corporation International
IBHC / iShares Trust - iShares iBonds 2023 Term High Yield and Income ETF
LLY / Eli Lilly and Company
MCK / McKesson Corporation
ABNB / Airbnb, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
DUK / Duke Energy Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
EVTL / Vertical Aerospace Ltd.
LRCX / Lam Research Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
XEL / Xcel Energy Inc.
IGR / CBRE Global Real Estate Income Fund
TGT / Target Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
WMT / Walmart Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
DFS / Discover Financial Services
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
VZ / Verizon Communications Inc.
NYF / iShares Trust - iShares New York Muni Bond ETF
TDG / TransDigm Group Incorporated
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
F / Ford Motor Company
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
NVDA / NVIDIA Corporation
CMCSA / Comcast Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
AMT / American Tower Corporation
ES / Eversource Energy
ROST / Ross Stores, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
GBCI / Glacier Bancorp, Inc.
FICO / Fair Isaac Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
OMC / Omnicom Group Inc.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
DHR / Danaher Corporation
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
CME / CME Group Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
CHI / Calamos Convertible Opportunities and Income Fund
WASH / Washington Trust Bancorp, Inc.
ELV / Elevance Health, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
TT / Trane Technologies plc
BR / Broadridge Financial Solutions, Inc.
SIGI / Selective Insurance Group, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
BA / The Boeing Company
OTIS / Otis Worldwide Corporation
SNOW / Snowflake Inc.
ORLY / O'Reilly Automotive, Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
VRTX / Vertex Pharmaceuticals Incorporated
ASTR / Astra Space, Inc.
MGRC / McGrath RentCorp
PHYS / Sprott Physical Gold Trust
LMT / Lockheed Martin Corporation
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
AB / AllianceBernstein Holding L.P. - Limited Partnership
LAZR / Luminar Technologies, Inc.
HYPR / Hyperfine, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
DNMR / Danimer Scientific, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
HOG / Harley-Davidson, Inc.
MA / Mastercard Incorporated
SHEL / Shell plc - Depositary Receipt (Common Stock)
ALB / Albemarle Corporation
DHI / D.R. Horton, Inc.
ATKR / Atkore Inc.
PNC / The PNC Financial Services Group, Inc.
PPG / PPG Industries, Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
ATVI / Activision Blizzard Inc
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
VMW / Vmware Inc. - Class A
VRM / Vroom, Inc.
PPL / PPL Corporation
GL / Globe Life Inc.
PRI / Primerica, Inc.
KXI / iShares Trust - iShares Global Consumer Staples ETF
LFVN / LifeVantage Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
PSTG / Pure Storage, Inc.
DOW / Dow Inc.
NRGV / Energy Vault Holdings, Inc.
O / Realty Income Corporation
DAR / Darling Ingredients Inc.
FLT / Corpay, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
XYZ / Block, Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
CMI / Cummins Inc.
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
WPM / Wheaton Precious Metals Corp.
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
ISRG / Intuitive Surgical, Inc.
WCC / WESCO International, Inc.
APH / Amphenol Corporation
PRU / Prudential Financial, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
WTW / Willis Towers Watson Public Limited Company
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
WM / Waste Management, Inc.
BTZ / BlackRock Credit Allocation Income Trust
HPE / Hewlett Packard Enterprise Company
WTRG / Essential Utilities, Inc.
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
MDY / SPDR S&P MidCap 400 ETF Trust
PSLV / Sprott Physical Silver Trust
ENPH / Enphase Energy, Inc.
CCI / Crown Castle Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
GIS / General Mills, Inc.
GM / General Motors Company
CI / The Cigna Group
ICLN / iShares Trust - iShares Global Clean Energy ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
BKNG / Booking Holdings Inc.
CARR / Carrier Global Corporation
ILCG / iShares Trust - iShares Morningstar Growth ETF
CCJ / Cameco Corporation
C / Citigroup Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
FAF / First American Financial Corporation
NKE / NIKE, Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
MPC / Marathon Petroleum Corporation
GE / General Electric Company
RY / Royal Bank of Canada
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
TMO / Thermo Fisher Scientific Inc.
WOR / Worthington Enterprises, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
QCOM / QUALCOMM Incorporated
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
LBAY / Tidal Trust I - Leatherback Long/Short Alternative Yield ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
ADI / Analog Devices, Inc.
INTC / Intel Corporation
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
OPK / OPKO Health, Inc.
SHOP / Shopify Inc.
CRM / Salesforce, Inc.
ICE / Intercontinental Exchange, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
HSY / The Hershey Company
HON / Honeywell International Inc.
KKR / KKR & Co. Inc.
ETN / Eaton Corporation plc
WMB / The Williams Companies, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
EOG / EOG Resources, Inc.
CVS / CVS Health Corporation
GPN / Global Payments Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
AMAT / Applied Materials, Inc.
NB / NioCorp Developments Ltd.
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
CPRT / Copart, Inc.
CL / Colgate-Palmolive Company
HTO / H2O America
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
UNP / Union Pacific Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
AMP / Ameriprise Financial, Inc.
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
FMC / FMC Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FE / FirstEnergy Corp.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
UBER / Uber Technologies, Inc.
TSN / Tyson Foods, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ITB / iShares Trust - iShares U.S. Home Construction ETF
YUM / Yum! Brands, Inc.
KO / The Coca-Cola Company
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IAU / iShares Gold Trust
IWB / iShares Trust - iShares Russell 1000 ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PG / The Procter & Gamble Company
JCI / Johnson Controls International plc
MRVL / Marvell Technology, Inc.
TRV / The Travelers Companies, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
PM / Philip Morris International Inc.
CDNS / Cadence Design Systems, Inc.
RH / RH
TSCO / Tractor Supply Company
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
JPM / JPMorgan Chase & Co.
PH / Parker-Hannifin Corporation
VRSK / Verisk Analytics, Inc.
LUV / Southwest Airlines Co.
TJX / The TJX Companies, Inc.
COP / ConocoPhillips
DXCM / DexCom, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
KHC / The Kraft Heinz Company
ATO / Atmos Energy Corporation
WBA / Walgreens Boots Alliance, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
GSAT / Globalstar, Inc.
RTX / RTX Corporation
GLD / SPDR Gold Trust
AI / C3.ai, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
AFL / Aflac Incorporated
FDS / FactSet Research Systems Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ADP / Automatic Data Processing, Inc.
GS / The Goldman Sachs Group, Inc.
BAC / Bank of America Corporation
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AXP / American Express Company
HAL / Halliburton Company
TMUS / T-Mobile US, Inc.
BNGO / Bionano Genomics, Inc.
XNCR / Xencor, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
PGR / The Progressive Corporation
PDI / PIMCO Dynamic Income Fund
FAST / Fastenal Company
INCY / Incyte Corporation
PAYX / Paychex, Inc.
DAL / Delta Air Lines, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
WBD / Warner Bros. Discovery, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
HUM / Humana Inc.
EQIX / Equinix, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
UNH / UnitedHealth Group Incorporated
KBE / SPDR Series Trust - SPDR S&P Bank ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
ESS / Essex Property Trust, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ECL / Ecolab Inc.
T / AT&T Inc.
LHX / L3Harris Technologies, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
COST / Costco Wholesale Corporation
NUE / Nucor Corporation
CHE / Chemed Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
XOM / Exxon Mobil Corporation
OVV / Ovintiv Inc.
SBAC / SBA Communications Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
AMZN / Amazon.com, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
GOOGL / Alphabet Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
UAL / United Airlines Holdings, Inc.
GPC / Genuine Parts Company
RUN / Sunrun Inc.
SRE / Sempra
MRNA / Moderna, Inc.
APD / Air Products and Chemicals, Inc.
MET / MetLife, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
VTRS / Viatris Inc.
MRK / Merck & Co., Inc.
SEEL / Seelos Therapeutics, Inc.
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
BJ / BJ's Wholesale Club Holdings, Inc.
NVCR / NovoCure Limited
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
RIDE / Lordstown Motors Corp. - Class A
IWL / iShares Trust - iShares Russell Top 200 ETF
SEE / Sealed Air Corporation
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
IQV / IQVIA Holdings Inc.
FAX / Abrdn Asia-Pacific Income Fund Inc
BFA / Brown-Forman Corp. - Class A
GNSS / Genasys Inc.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
SPC / Trust for Professional Managers - CrossingBridge Pre-Merger SPAC ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
MDB / MongoDB, Inc.
MMP / Magellan Midstream Partners L.P.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
SPGI / S&P Global Inc.
FRGA / Franchise Group, Inc.
HRL / Hormel Foods Corporation
CIM / Chimera Investment Corporation
BBIG / Vinco Ventures, Inc.
HIX / Western Asset High Income Fund II Inc.
FDX / FedEx Corporation
SUM / Summit Materials, Inc.
BFB / Brown-Forman Corp. - Class B
GD / General Dynamics Corporation
MCHP / Microchip Technology Incorporated
CXT / Crane NXT, Co.
LIXT / Lixte Biotechnology Holdings, Inc.
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
KNW / Know Labs, Inc.
LASR / nLIGHT, Inc.
LPCN / Lipocine Inc.
HALO / Halozyme Therapeutics, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
HIBB / Hibbett, Inc.
PDSB / PDS Biotechnology Corporation
OMIC / Singular Genomics Systems, Inc.
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
SFT / Shift Technologies Inc - Class A
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
BCE / BCE Inc.
CCL / Carnival Corporation & plc
ZION / Zions Bancorporation, National Association
ARWR / Arrowhead Pharmaceuticals, Inc.
PXD / Pioneer Natural Resources Company
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
JWN / Nordstrom, Inc.
PAWZ / ProShares Trust - ProShares Pet Care ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
MS / Morgan Stanley
CABO / Cable One, Inc.
APP / AppLovin Corporation
ADM / Archer-Daniels-Midland Company
ROK / Rockwell Automation, Inc.
CSX / CSX Corporation
EWBC / East West Bancorp, Inc.
COR / Cencora, Inc.
NEM / Newmont Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
C.WSA / Citigroup, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
SPCB / SuperCom Ltd.
ARES / Ares Management Corporation
FI / Fiserv, Inc.
SIRI / Sirius XM Holdings Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
SOFI / SoFi Technologies, Inc.
DOV / Dover Corporation
SRPT / Sarepta Therapeutics, Inc.
UPS / United Parcel Service, Inc.
EIX / Edison International
MSCI / MSCI Inc.
ULTA / Ulta Beauty, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
CB / Chubb Limited
IRM / Iron Mountain Incorporated
SPY / SPDR S&P 500 ETF
BAX / Baxter International Inc.
IOO / iShares Trust - iShares Global 100 ETF
RSG / Republic Services, Inc.
GBDC / Golub Capital BDC, Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IXN / iShares Trust - iShares Global Tech ETF
CMF / iShares Trust - iShares California Muni Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
HCA / HCA Healthcare, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
ADBE / Adobe Inc.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
AMBP / Ardagh Metal Packaging S.A.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
FNV / Franco-Nevada Corporation
EMR / Emerson Electric Co.
WEC / WEC Energy Group, Inc.
ADSK / Autodesk, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
PFE / Pfizer Inc.
GEHC / GE HealthCare Technologies Inc.
ALL / The Allstate Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
ENB / Enbridge Inc.
PEP / PepsiCo, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
PWR / Quanta Services, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
BSX / Boston Scientific Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
TD / The Toronto-Dominion Bank
SYY / Sysco Corporation
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VHC / VirnetX Holding Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
DVY / iShares Trust - iShares Select Dividend ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SNPS / Synopsys, Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
YUMC / Yum China Holdings, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
CMG / Chipotle Mexican Grill, Inc.
CNC / Centene Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SUN / Sunoco LP - Limited Partnership
BP / BP p.l.c. - Depositary Receipt (Common Stock)
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
TTC / The Toro Company
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
OEF / iShares Trust - iShares S&P 100 ETF
IBM / International Business Machines Corporation
CAT / Caterpillar Inc.
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IDXX / IDEXX Laboratories, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
IYW / iShares Trust - iShares U.S. Technology ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
NXPI / NXP Semiconductors N.V.
ACHR / Archer Aviation Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
BSY / Bentley Systems, Incorporated
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
LULU / lululemon athletica inc.
GWW / W.W. Grainger, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
QQQ / Invesco QQQ Trust, Series 1
BX / Blackstone Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DIS / The Walt Disney Company
ABT / Abbott Laboratories
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
WPC / W. P. Carey Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
AEP / American Electric Power Company, Inc.
D / Dominion Energy, Inc.
RPM / RPM International Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
URI / United Rentals, Inc.
NOC / Northrop Grumman Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
EXC / Exelon Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
PYPL / PayPal Holdings, Inc.
PCAR / PACCAR Inc
GILD / Gilead Sciences, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SSD / Simpson Manufacturing Co., Inc.
ED / Consolidated Edison, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
GOOG / Alphabet Inc.
FC / Franklin Covey Co.
AMGN / Amgen Inc.
CRWD / CrowdStrike Holdings, Inc.
ET / Energy Transfer LP - Limited Partnership
CLX / The Clorox Company
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
EXR / Extra Space Storage Inc.
PSA / Public Storage
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
BDX / Becton, Dickinson and Company
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
MKC / McCormick & Company, Incorporated
NFLX / Netflix, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
DE / Deere & Company
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
MSFT / Microsoft Corporation
ZTS / Zoetis Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
SLB / Schlumberger Limited
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
WWD / Woodward, Inc.
PEG / Public Service Enterprise Group Incorporated
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
NOW / ServiceNow, Inc.
KLAC / KLA Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
LEN / Lennar Corporation
CSCO / Cisco Systems, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
NSC / Norfolk Southern Corporation
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
NEE / NextEra Energy, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
JNJ / Johnson & Johnson
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
TRMB / Trimble Inc.
DGX / Quest Diagnostics Incorporated
ABBV / AbbVie Inc.
PSN / Parsons Corporation
A / Agilent Technologies, Inc.
DLR / Digital Realty Trust, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
IGM / iShares Trust - iShares Expanded Tech Sector ETF
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
SBUX / Starbucks Corporation
CAG / Conagra Brands, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
RMD / ResMed Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
PAG / Penske Automotive Group, Inc.
WDAY / Workday, Inc.
CVX / Chevron Corporation
AAL / American Airlines Group Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ORCL / Oracle Corporation
TECL / Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
PSX / Phillips 66
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
CNQ / Canadian Natural Resources Limited
EFV / iShares Trust - iShares MSCI EAFE Value ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SNAP / Snap Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
ALNY / Alnylam Pharmaceuticals, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
BRK.A / Berkshire Hathaway Inc.
CHTR / Charter Communications, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AME / AMETEK, Inc.
UBSI / United Bankshares, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
NUS / Nu Skin Enterprises, Inc.
MDT / Medtronic plc
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
SYK / Stryker Corporation
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
AMD / Advanced Micro Devices, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
GLPI / Gaming and Leisure Properties, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
JSCP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF
SCHW / The Charles Schwab Corporation
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
SHW / The Sherwin-Williams Company
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
MMM / 3M Company
ON / ON Semiconductor Corporation
MLM / Martin Marietta Materials, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
TXN / Texas Instruments Incorporated
DVN / Devon Energy Corporation
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VLO / Valero Energy Corporation
ACN / Accenture plc
CDW / CDW Corporation
ITW / Illinois Tool Works Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
BMY / Bristol-Myers Squibb Company
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SABR / Sabre Corporation
GGG / Graco Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
INTU / Intuit Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
LOW / Lowe's Companies, Inc.
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
CHD / Church & Dwight Co., Inc.
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
KMI / Kinder Morgan, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MDLZ / Mondelez International, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
HD / The Home Depot, Inc.
KMB / Kimberly-Clark Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
WELL / Welltower Inc.
WFC / Wells Fargo & Company
NAC / Nuveen California Quality Municipal Income Fund
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
CBRE / CBRE Group, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
PLTR / Palantir Technologies Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
TFC / Truist Financial Corporation
IYY / iShares Trust - iShares Dow Jones U.S. ETF
TER / Teradyne, Inc.
KEYS / Keysight Technologies, Inc.
MU / Micron Technology, Inc.
EW / Edwards Lifesciences Corporation
CTAS / Cintas Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
TTD / The Trade Desk, Inc.
OXY / Occidental Petroleum Corporation
MCD / McDonald's Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
PANW / Palo Alto Networks, Inc.
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
HPQ / HP Inc.
AVGO / Broadcom Inc.
CTVA / Corteva, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
GLW / Corning Incorporated
PLD / Prologis, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
UAA / Under Armour, Inc.
SKYW / SkyWest, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
MUC / BlackRock MuniHoldings California Quality Fund, Inc.
SLV / iShares Silver Trust
GNMA / iShares Trust - iShares GNMA Bond ETF
DD / DuPont de Nemours, Inc.
STLD / Steel Dynamics, Inc.
USB / U.S. Bancorp
OLMA / Olema Pharmaceuticals, Inc.
XIFR / XPLR Infrastructure, LP - Limited Partnership
MAR / Marriott International, Inc.