Market Value945,949
Total Holdings358
File Date2023-02-13
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
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Change
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Current Value
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NORW / Global X Funds - Global X MSCI Norway ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
BYLD / iShares Trust - iShares Yield Optimized Bond ETF
RSPR / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Real Estate ETF
DSU / BlackRock Debt Strategies Fund, Inc.
OVV / Ovintiv Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
TDSD / Exchange Listed Funds Trust - Cabana Target Drawdown 13 ETF
BTU / Peabody Energy Corporation
MLN / VanEck ETF Trust - VanEck Long Muni ETF
PLD / Prologis, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
AVGO / Broadcom Inc.
RTX / RTX Corporation
C.WSA / Citigroup, Inc.
F / Ford Motor Company
MBB / iShares Trust - iShares MBS ETF
INTU / Intuit Inc.
EDOC / Global X Funds - Global X Telemedicine & Digital Health ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
TMUS / T-Mobile US, Inc.
JNJ / Johnson & Johnson
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
NVDA / NVIDIA Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
SPY / SPDR S&P 500 ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
TDSE / Exchange Listed Funds Trust - Cabana Target Drawdown 16 ETF
ABT / Abbott Laboratories
NUSI / NEOS ETF Trust - NEOS Nasdaq-100 Hedged Equity Income ETF
GLD / SPDR Gold Trust
DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January
PHYS / Sprott Physical Gold Trust
SKOR / FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SPEU / SPDR Index Shares Funds - SPDR Portfolio Europe ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
PANW / Palo Alto Networks, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
ES / Eversource Energy
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
PSA / Public Storage
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
NWL / Newell Brands Inc.
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
PHDG / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco S&P 500 Downside Hedged ETF
EMTL / SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF
SOCL / Global X Funds - Global X Social Media ETF
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
DIS / The Walt Disney Company
TMO / Thermo Fisher Scientific Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
QCOM / QUALCOMM Incorporated
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ILF / iShares Trust - iShares Latin America 40 ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
QQQ / Invesco QQQ Trust, Series 1
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
PYPL / PayPal Holdings, Inc.
NFLX / Netflix, Inc.
TDSC / Exchange Listed Funds Trust - ETC Cabana Target Drawdown 10 ETF
ALL / The Allstate Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
KDP / Keurig Dr Pepper Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
ADI / Analog Devices, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SLV / iShares Silver Trust
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MS / Morgan Stanley
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
CVS / CVS Health Corporation
IRM / Iron Mountain Incorporated
OMFS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000 Dynamic Multifactor ETF
UNH / UnitedHealth Group Incorporated
HON / Honeywell International Inc.
FISR / SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF
KMB / Kimberly-Clark Corporation
FCTR / First Trust Exchange-Traded Fund - First Trust Lunt U.S. Factor Rotation ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
LNG / Cheniere Energy, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IYW / iShares Trust - iShares U.S. Technology ETF
AVY / Avery Dennison Corporation
WDAY / Workday, Inc.
TIPX / SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
MCK / McKesson Corporation
PFFV / Global X Funds - Global X Variable Rate Preferred ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
CVX / Chevron Corporation
MCHP / Microchip Technology Incorporated
MA / Mastercard Incorporated
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DOV / Dover Corporation
EOG / EOG Resources, Inc.
GILD / Gilead Sciences, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
AMZN / Amazon.com, Inc.
IYG / iShares Trust - iShares U.S. Financial Services ETF
HERO / Global X Funds - Global X Video Games & Esports ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MDLZ / Mondelez International, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
DHI / D.R. Horton, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
QLD / ProShares Trust - ProShares Ultra QQQ
BAC / Bank of America Corporation
GLPI / Gaming and Leisure Properties, Inc.
MILN / Global X Funds - Global X Millennial Consumer ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
LQDH / iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
IAU / iShares Gold Trust
SNPS / Synopsys, Inc.
AMT / American Tower Corporation
BMY / Bristol-Myers Squibb Company
CLSM / Exchange Listed Funds Trust - ETC Cabana Target Leading Sector Moderate ETF
CDW / CDW Corporation
KMI / Kinder Morgan, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
LOW / Lowe's Companies, Inc.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
T / AT&T Inc.
NSC / Norfolk Southern Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
V / Visa Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
TPR / Tapestry, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
HD / The Home Depot, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
PG / The Procter & Gamble Company
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
ADBE / Adobe Inc.
KO / The Coca-Cola Company
COST / Costco Wholesale Corporation
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
IEUR / iShares Trust - iShares Core MSCI Europe ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
XLSR / SSGA Active Trust - SPDR SSGA US Sector Rotation ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
MCD / McDonald's Corporation
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
XOM / Exxon Mobil Corporation
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
JPM / JPMorgan Chase & Co.
GOOGL / Alphabet Inc.
TSLA / Tesla, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
XMPT / VanEck ETF Trust - VanEck CEF Muni Income ETF
PFN / PIMCO Income Strategy Fund II
PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF
TIPZ / PIMCO ETF Trust - PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
FTV / Fortive Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
PSMC / Invesco Capital Management LLC - Invesco Conservative Multi-Asset Allocation ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
SNSR / Global X Funds - Global X Internet of Things ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
HDG / ProShares Trust - ProShares Hedge Replication ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
TEL / TE Connectivity plc
AMD / Advanced Micro Devices, Inc.
FNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November
SSO / ProShares Trust - ProShares Ultra S&P500
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
WTMF / WisdomTree Trust - WisdomTree Managed Futures Strategy Fund
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
AXP / American Express Company
CAT / Caterpillar Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
LRCX / Lam Research Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
TJX / The TJX Companies, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
FINX / Global X Funds - Global X FinTech ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
MRK / Merck & Co., Inc.
SPG / Simon Property Group, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
PH / Parker-Hannifin Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
VZ / Verizon Communications Inc.
PCG / PG&E Corporation
TBX / ProShares Trust - ProShares Short 7-10 Year Treasury
MSFT / Microsoft Corporation
MOHR / Collaborative Investment Series Trust - Mohr Growth ETF
VSDA / Victory Portfolios II - VictoryShares Dividend Accelerator ETF
DNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - November
IGM / iShares Trust - iShares Expanded Tech Sector ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SMB / VanEck ETF Trust - VanEck Short Muni ETF
PSMM / Invesco Capital Management LLC - Invesco Moderately Conservative Multi-Asset Allocation ETF
RULE / Collaborative Investment Series Trust - Adaptive Core ETF
MFUL / Collaborative Investment Series Trust - Mindful Conservative ETF
DJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - June
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
CSCO / Cisco Systems, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PSP / Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF
TBF / ProShares Trust - ProShares Short 20+ Year Treasury
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
FCVT / First Trust Exchange-Traded Fund IV - First Trust SSI Strategic Convertible Securities ETF
SWAN / Amplify ETF Trust - Amplify BlackSwan Growth & Treasury Core ETF
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
WMT / Walmart Inc.
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
IBM / International Business Machines Corporation
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
DDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December
MTN / Vail Resorts, Inc.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
WLDR / Two Roads Shared Trust - Affinity World Leaders Equity ETF
MCO / Moody's Corporation
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
CLOU / Global X Funds - Global X Cloud Computing ETF
BBRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI US REIT ETF
FTQI / First Trust Exchange-Traded Fund VI - First Trust Nasdaq BuyWrite Income ETF
PALC / Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
TDSB / Exchange Listed Funds Trust - ETC Cabana Target Beta ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
CLSC / Exchange Listed Funds Trust - Cabana Target Leading Sector Conservative ETF
TDSA / Exchange Listed Funds Trust - Cabana Target Drawdown 5 ETF
INTF / iShares Trust - iShares International Equity Factor ETF
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August
AAPL / Apple Inc.
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
FI / Fiserv, Inc.
ULTA / Ulta Beauty, Inc.
PAMC / Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
ABBV / AbbVie Inc.
DSTL / ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
META / Meta Platforms, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
FDHY / Fidelity Covington Trust - Fidelity Enhanced High Yield ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
GPRK / GeoPark Limited
ALTL / Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
PRU / Prudential Financial, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
BK / The Bank of New York Mellon Corporation
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
RNRG / Global X Funds - Global X Renewable Energy Producers ETF
BRK.B / Berkshire Hathaway Inc.
PEP / PepsiCo, Inc.
WFC / Wells Fargo & Company
DEED / First Trust Exchange-Traded Fund VIII - First Trust TCW Securitized Plus ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
CTEC / Global X Funds - Global X CleanTech ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
COP / ConocoPhillips
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
PCN / PIMCO Corporate & Income Strategy Fund
DE / Deere & Company
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
WM / Waste Management, Inc.
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
JEMA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders Emerging Markets Equity ETF
IPG / The Interpublic Group of Companies, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
SDIV / Global X Funds - Global X SuperDividend ETF
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
AMRSQ / Amyris, Inc.
CNRG / SPDR Series Trust - SPDR S&P Kensho Clean Power ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
PXD / Pioneer Natural Resources Company
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
PSR / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Active U.S. Real Estate ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
KRMA / Global X Funds - Global X Conscious Companies ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
GOOG / Alphabet Inc.
FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April
FDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - December
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
ACN / Accenture plc
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
CMCSA / Comcast Corporation
CLSA / Exchange Listed Funds Trust - Cabana Target Leading Sector Aggressive ETF
AFIF / Two Roads Shared Trust - Anfield Universal Fixed Income ETF
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
GSSC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
PKG / Packaging Corporation of America
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
IWD / iShares Trust - iShares Russell 1000 Value ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
LLY / Eli Lilly and Company
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
FSIG / First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF
PAYX / Paychex, Inc.
NEE / NextEra Energy, Inc.
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF