Market Value643,438,000
Total Holdings414
File Date2021-05-17
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ROKU / Roku, Inc.
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
TNDM / Tandem Diabetes Care, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
CYBR / CyberArk Software Ltd.
HEAL / Global X Funds - Global X HealthTech ETF
TLS / Telos Corporation
LGND / Ligand Pharmaceuticals Incorporated
IVE / iShares Trust - iShares S&P 500 Value ETF
MBB / iShares Trust - iShares MBS ETF
XOM / Exxon Mobil Corporation
CVX / Chevron Corporation
LMT / Lockheed Martin Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
KMB / Kimberly-Clark Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
PEG / Public Service Enterprise Group Incorporated
EMR / Emerson Electric Co.
ED / Consolidated Edison, Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
CMCSA / Comcast Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
HYRE / HyreCar Inc
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
LDSF / First Trust Exchange-Traded Fund VIII - First Trust Low Duration Strategic Focus ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
TSCO / Tractor Supply Company
EXPE / Expedia Group, Inc.
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
BTAL / AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund
CSQ / Calamos Strategic Total Return Fund
BGIO / BlackRock 2022 Global Income Opportunity Trust
EDIT / Editas Medicine, Inc.
BSJL / Invesco Capital Management LLC - Invesco BulletShares 2021 High Yield Corporate Bond ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
US83088V1026 / Slack Technologies Inc
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
FSLY / Fastly, Inc.
RMBL / RumbleOn, Inc.
ALGN / Align Technology, Inc.
WATT / Energous Corporation
CPRT / Copart, Inc.
SWKS / Skyworks Solutions, Inc.
HD / The Home Depot, Inc.
MRK / Merck & Co., Inc.
MDT / Medtronic plc
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
HDV / iShares Trust - iShares Core High Dividend ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
SBUX / Starbucks Corporation
AMD / Advanced Micro Devices, Inc.
NXPI / NXP Semiconductors N.V.
SAM / The Boston Beer Company, Inc.
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
NVAX / Novavax, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
OWLT / Owlet, Inc.
FDX / FedEx Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
UNP / Union Pacific Corporation
APPS / Digital Turbine, Inc.
VTA / Invesco Dynamic Credit Opportunities Fund
CIFR / Cipher Mining Inc.
TMDX / TransMedics Group, Inc.
US33740K1016 / First Trust Senior Floating Rate 2022 Target Term Fund
CRU.U / Crucible Acquisition Corporation Units, each consisting of one share of Class A common stock and one
US7786731031 / Roth Ch Acquisition II Co.
US0153511094 / Alexion Pharmaceuticals, Inc.
US35952V3033 / FS KKR Capital Corp II
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
SNR / New Senior Investment Group Inc
MGM / MGM Resorts International
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
IVV / iShares Trust - iShares Core S&P 500 ETF
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
AMAT / Applied Materials, Inc.
UPS / United Parcel Service, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
CVS / CVS Health Corporation
POWW / Outdoor Holding Company
OSK / Oshkosh Corporation
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
PINS / Pinterest, Inc.
TEI / Templeton Emerging Markets Income Fund
MET / MetLife, Inc.
SPLK / Splunk Inc.
WBA / Walgreens Boots Alliance, Inc.
SRNGU / Soaring Eagle Acquisition Corp - Units (1 Ord Share Class A & 1/5 War)
ALTO / Alto Ingredients, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
IDXX / IDEXX Laboratories, Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
NWBI / Northwest Bancshares, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
PM / Philip Morris International Inc.
DELL / Dell Technologies Inc.
NFLX / Netflix, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
F / Ford Motor Company
GD / General Dynamics Corporation
MMM / 3M Company
FCX / Freeport-McMoRan Inc.
UNH / UnitedHealth Group Incorporated
HON / Honeywell International Inc.
AAPL / Apple Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
V / Visa Inc.
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
AIG / American International Group, Inc.
ETJ / Eaton Vance Risk-Managed Diversified Equity Income Fund
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
ANTM / Anthem Inc
DOW / Dow Inc.
AXON / Axon Enterprise, Inc.
BGY / BlackRock Enhanced International Dividend Trust
DHR / Danaher Corporation
PSNL / Personalis, Inc.
U / Unity Software Inc.
DDOG / Datadog, Inc.
GLW / Corning Incorporated
PAVM / PAVmed Inc.
BOE / BlackRock Enhanced Global Dividend Trust
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
CTAS / Cintas Corporation
CAT / Caterpillar Inc.
BGFV / Big 5 Sporting Goods Corporation
JNJ / Johnson & Johnson
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
TSLA / Tesla, Inc.
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
PLTR / Palantir Technologies Inc.
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
RDFN / Redfin Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
MAR / Marriott International, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
MUB / iShares Trust - iShares National Muni Bond ETF
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
TER / Teradyne, Inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
TDOC / Teladoc Health, Inc.
NVCR / NovoCure Limited
TMO / Thermo Fisher Scientific Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
DOCU / DocuSign, Inc.
CELU / Celularity Inc.
CSCO / Cisco Systems, Inc.
GM / General Motors Company
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
C.WSA / Citigroup, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
CDNS / Cadence Design Systems, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
IWM / iShares Trust - iShares Russell 2000 ETF
DKNG / DraftKings Inc.
AMGN / Amgen Inc.
GGG / Graco Inc.
ATER / Aterian, Inc.
PSX / Phillips 66
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ON / ON Semiconductor Corporation
ICLN / iShares Trust - iShares Global Clean Energy ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
HPQ / HP Inc.
ETSY / Etsy, Inc.
TWLO / Twilio Inc.
BYND / Beyond Meat, Inc.
XEL / Xcel Energy Inc.
AMT / American Tower Corporation
CRSP / CRISPR Therapeutics AG
T / AT&T Inc.
AMZN / Amazon.com, Inc.
COP / ConocoPhillips
YUM / Yum! Brands, Inc.
DMTK / DermTech, Inc.
WM / Waste Management, Inc.
SPOT / Spotify Technology S.A.
NVS / Novartis AG - Depositary Receipt (Common Stock)
BA / The Boeing Company
AXP / American Express Company
MYOV / Myovant Sciences Ltd
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
GOOGL / Alphabet Inc.
ILMN / Illumina, Inc.
DUK / Duke Energy Corporation
FBIO / Fortress Biotech, Inc.
CCL / Carnival Corporation & plc
JPM / JPMorgan Chase & Co.
FCVT / First Trust Exchange-Traded Fund IV - First Trust SSI Strategic Convertible Securities ETF
IXN / iShares Trust - iShares Global Tech ETF
COF / Capital One Financial Corporation
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
ZM / Zoom Communications Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
GOOG / Alphabet Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IDV / iShares Trust - iShares International Select Dividend ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
DIS / The Walt Disney Company
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
INMD / InMode Ltd.
CELH / Celsius Holdings, Inc.
NLS / Nautilus Inc
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
PYPL / PayPal Holdings, Inc.
SLB / Schlumberger Limited
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
LOW / Lowe's Companies, Inc.
ASMLF / ASML Holding N.V.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MDLZ / Mondelez International, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
FPXI / First Trust Exchange Traded Fund II - First Trust International Equity Opportunities ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
JDIV / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
META / Meta Platforms, Inc.
BST / BlackRock Science and Technology Trust
SLV / iShares Silver Trust
ABT / Abbott Laboratories
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
CL / Colgate-Palmolive Company
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
CRM / Salesforce, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
MSFT / Microsoft Corporation
OPK / OPKO Health, Inc.
SQ / Block, Inc.
TROW / T. Rowe Price Group, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MRNA / Moderna, Inc.
ITW / Illinois Tool Works Inc.
TXN / Texas Instruments Incorporated
ABBV / AbbVie Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
MA / Mastercard Incorporated
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
LLY / Eli Lilly and Company
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
DIA / SPDR Dow Jones Industrial Average ETF Trust
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
SPY / SPDR S&P 500 ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
SDC / Smiledirectclub Inc - Class A
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DOW / Dow Inc.
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
IYW / iShares Trust - iShares U.S. Technology ETF
MDY / SPDR S&P MidCap 400 ETF Trust
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
BRK.B / Berkshire Hathaway Inc.
NML / Neuberger Berman Energy Infrastructure and Income Fund Inc.
APD / Air Products and Chemicals, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
XERS / Xeris Biopharma Holdings, Inc.
ADBE / Adobe Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
UBER / Uber Technologies, Inc.
IHIT / Invesco High Income 2023 Target Term Fund
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
NVDA / NVIDIA Corporation
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
TTD / The Trade Desk, Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IHAK / iShares Trust - iShares Cybersecurity and Tech ETF
SOXX / iShares Trust - iShares Semiconductor ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
PHK / PIMCO High Income Fund
TIP / iShares Trust - iShares TIPS Bond ETF
DVY / iShares Trust - iShares Select Dividend ETF
GLD / SPDR Gold Trust
INTC / Intel Corporation
DSTL / ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
FNY / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fund
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
FOXA / Fox Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
PEP / PepsiCo, Inc.
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
IAU / iShares Gold Trust
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
SLAC.U / Social Leverage Acquisition Corp I Units, each consisting of one share of Class A common stock and o
GE / General Electric Company
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
AUPH / Aurinia Pharmaceuticals Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
US90184LAD47 / Twitter, Inc. Bond
OMI / Owens & Minor, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MTW / The Manitowoc Company, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
WKHS / Workhorse Group Inc.
PFE / Pfizer Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
PRNT / ARK ETF Trust - The 3D Printing ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
BGR / BlackRock Energy and Resources Trust
26433F207 / Duff & Phelps Select MLP and M Common Stock
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
NKE / NIKE, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IBB / iShares Trust - iShares Biotechnology ETF
KMF / Kayne Anderson NextGen Energy & Infrastructure Inc
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
SPG / Simon Property Group, Inc.
MELI / MercadoLibre, Inc.
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
NIO / NIO Inc. - Depositary Receipt (Common Stock)
JETS / ETF Series Solutions - U.S. Global Jets ETF
CARZ / First Trust Exchange-Traded Fund II - First Trust S-Network Future Vehicles & Technology ETF
TWTR / Twitter Inc
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
IEV / iShares Trust - iShares Europe ETF
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VVR / Invesco Senior Income Trust
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
MCD / McDonald's Corporation
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
WDAY / Workday, Inc.
OKTA / Okta, Inc.
SMB / VanEck ETF Trust - VanEck Short Muni ETF
TRIL / Trillium Therapeutics Inc
GERN / Geron Corporation
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
ONCT / Oncternal Therapeutics, Inc.
MO / Altria Group, Inc.
C / Citigroup Inc.
SO / The Southern Company
MU / Micron Technology, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
LHX / L3Harris Technologies, Inc.
TGT / Target Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BMY / Bristol-Myers Squibb Company
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
IBM / International Business Machines Corporation
QQQ / Invesco QQQ Trust, Series 1
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
PFF / iShares Trust - iShares Preferred and Income Securities ETF
PG / The Procter & Gamble Company
GS / The Goldman Sachs Group, Inc.
CMI / Cummins Inc.
PANW / Palo Alto Networks, Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
BRK.A / Berkshire Hathaway Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
WMT / Walmart Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
MUJ / BlackRock MuniHoldings New Jersey Quality Fund, Inc.
SHOP / Shopify Inc.
VZ / Verizon Communications Inc.
KO / The Coca-Cola Company
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
QUIK / QuickLogic Corporation
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
BAC / Bank of America Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
QCOM / QUALCOMM Incorporated
MS / Morgan Stanley
CRWD / CrowdStrike Holdings, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
COST / Costco Wholesale Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
AVGO / Broadcom Inc.
NEE / NextEra Energy, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
WFC / Wells Fargo & Company
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ZG / Zillow Group, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
USB / U.S. Bancorp
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
RTX / RTX Corporation
PPL / PPL Corporation