Market Value1,381,532,492
Total Holdings536
File Date2024-11-13
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
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
ADSK / Autodesk, Inc.
IBM / International Business Machines Corporation
ORLY / O'Reilly Automotive, Inc.
LH / Labcorp Holdings Inc.
TSCO / Tractor Supply Company
ITT / ITT Inc.
VTR / Ventas, Inc.
UNP / Union Pacific Corporation
TGT / Target Corporation
BCPC / Balchem Corporation
BRO / Brown & Brown, Inc.
KBR / KBR, Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
ZBH / Zimmer Biomet Holdings, Inc.
BB / BlackBerry Limited
DRI / Darden Restaurants, Inc.
CHD / Church & Dwight Co., Inc.
CVI / CVR Energy, Inc.
LW / Lamb Weston Holdings, Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
AXP / American Express Company
WAB / Westinghouse Air Brake Technologies Corporation
VEEV / Veeva Systems Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
OKE / ONEOK, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
VMC / Vulcan Materials Company
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CG / The Carlyle Group Inc.
LVS / Las Vegas Sands Corp.
CB / Chubb Limited
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
MC / Moelis & Company
COP / ConocoPhillips
CAH / Cardinal Health, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
ILF / iShares Trust - iShares Latin America 40 ETF
GLPI / Gaming and Leisure Properties, Inc.
BRK.A / Berkshire Hathaway Inc.
GTY / Getty Realty Corp.
ACWI / iShares Trust - iShares MSCI ACWI ETF
AI / C3.ai, Inc.
OTTR / Otter Tail Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
EXPE / Expedia Group, Inc.
TROW / T. Rowe Price Group, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
MODG / Topgolf Callaway Brands Corp.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ITW / Illinois Tool Works Inc.
LEN / Lennar Corporation
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BLDR / Builders FirstSource, Inc.
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
IYW / iShares Trust - iShares U.S. Technology ETF
BKNG / Booking Holdings Inc.
KB / KB Financial Group Inc. - Depositary Receipt (Common Stock)
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
PSTG / Pure Storage, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
GLW / Corning Incorporated
OXY / Occidental Petroleum Corporation
EW / Edwards Lifesciences Corporation
F / Ford Motor Company
GS / The Goldman Sachs Group, Inc.
BNS / The Bank of Nova Scotia
UL / Unilever PLC - Depositary Receipt (Common Stock)
IAU / iShares Gold Trust
IVW / iShares Trust - iShares S&P 500 Growth ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
PANW / Palo Alto Networks, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
XOM / Exxon Mobil Corporation
BKR / Baker Hughes Company
ETR / Entergy Corporation
CE / Celanese Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
CME / CME Group Inc.
EMR / Emerson Electric Co.
YUMC / Yum China Holdings, Inc.
URI / United Rentals, Inc.
EMBC / Embecta Corp.
ED / Consolidated Edison, Inc.
CL / Colgate-Palmolive Company
TXN / Texas Instruments Incorporated
RMD / ResMed Inc.
M / Macy's, Inc.
ABBV / AbbVie Inc.
GEHC / GE HealthCare Technologies Inc.
MRNA / Moderna, Inc.
UPS / United Parcel Service, Inc.
TMO / Thermo Fisher Scientific Inc.
LIN / Linde plc
CHRW / C.H. Robinson Worldwide, Inc.
BUSE / First Busey Corporation
DHI / D.R. Horton, Inc.
EXPI / eXp World Holdings, Inc.
TEKB / Teck Resources Limited
UMBF / UMB Financial Corporation
LMT / Lockheed Martin Corporation
C / Citigroup Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
DUK / Duke Energy Corporation
RCI / Rogers Communications Inc.
MPW / Medical Properties Trust, Inc.
MRO / Marathon Oil Corporation
PUK / Prudential plc - Depositary Receipt (Common Stock)
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
META / Meta Platforms, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
LOW / Lowe's Companies, Inc.
AMTM / Amentum Holdings, Inc.
HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
AMGN / Amgen Inc.
NOW / ServiceNow, Inc.
SO / The Southern Company
GSK / GSK plc - Depositary Receipt (Common Stock)
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
DHR / Danaher Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
ZIMV / ZimVie Inc.
BRK.B / Berkshire Hathaway Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
KBWP / Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF
VFC / V.F. Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
KEY / KeyCorp
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
PYPL / PayPal Holdings, Inc.
GOOGL / Alphabet Inc.
T / AT&T Inc.
NEM / Newmont Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
APTV / Aptiv PLC
C.WSA / Citigroup, Inc.
LRCX / Lam Research Corporation
CAT / Caterpillar Inc.
CHWY / Chewy, Inc.
LULU / lululemon athletica inc.
NWSA / News Corporation
TRP / TC Energy Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
DFIN / Donnelley Financial Solutions, Inc.
API / Agora, Inc. - Depositary Receipt (Common Stock)
DTE / DTE Energy Company
PPL / PPL Corporation
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
MSM / MSC Industrial Direct Co., Inc.
ZTO / ZTO Express (Cayman) Inc. - Depositary Receipt (Common Stock)
BEPC / Brookfield Renewable Corporation
FI / Fiserv, Inc.
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
WBD / Warner Bros. Discovery, Inc.
BCE / BCE Inc.
EBGEF / Enbridge Inc. - Preferred Stock
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
INVH / Invitation Homes Inc.
ETN / Eaton Corporation plc
APD / Air Products and Chemicals, Inc.
FLYW / Flywire Corporation
EA / Electronic Arts Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
PHM / PulteGroup, Inc.
CLX / The Clorox Company
HES / Hess Corporation
INTU / Intuit Inc.
STAG / STAG Industrial, Inc.
AVB / AvalonBay Communities, Inc.
KMB / Kimberly-Clark Corporation
FCX / Freeport-McMoRan Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
KMI / Kinder Morgan, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
MDT / Medtronic plc
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
PSA / Public Storage
SPHB / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
HIW / Highwoods Properties, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
DOW / Dow Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
WBA / Walgreens Boots Alliance, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
TIP / iShares Trust - iShares TIPS Bond ETF
SABR / Sabre Corporation
GIS / General Mills, Inc.
VLTO / Veralto Corporation
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
IWX / iShares Trust - iShares Russell Top 200 Value ETF
CFG / Citizens Financial Group, Inc.
IPG / The Interpublic Group of Companies, Inc.
CLM / Cornerstone Strategic Investment Fund, Inc.
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
FNKO / Funko, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
VNT / Vontier Corporation
ADM / Archer-Daniels-Midland Company
NTRS / Northern Trust Corporation
TWLO / Twilio Inc.
OKTA / Okta, Inc.
HBAN / Huntington Bancshares Incorporated
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
KLAC / KLA Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DGX / Quest Diagnostics Incorporated
GBTC / Grayscale Bitcoin Trust (BTC)
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
NVDA / NVIDIA Corporation
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
PEG / Public Service Enterprise Group Incorporated
SMLV / SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF
FFIN / First Financial Bankshares, Inc.
WSO / Watsco, Inc.
DXCM / DexCom, Inc.
TXT / Textron Inc.
DOCU / DocuSign, Inc.
WMT / Walmart Inc.
AMD / Advanced Micro Devices, Inc.
MO / Altria Group, Inc.
IDNA / iShares Trust - iShares Genomics Immunology and Healthcare ETF
GE / General Electric Company
SPG / Simon Property Group, Inc.
TT / Trane Technologies plc
EL / The Estée Lauder Companies Inc.
MCK / McKesson Corporation
BJ / BJ's Wholesale Club Holdings, Inc.
SYK / Stryker Corporation
CVX / Chevron Corporation
DD / DuPont de Nemours, Inc.
HTLF / Heartland Financial USA, Inc.
HII / Huntington Ingalls Industries, Inc.
CCI / Crown Castle Inc.
CSB / Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MUB / iShares Trust - iShares National Muni Bond ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
HEES / H&E Equipment Services, Inc.
SLB / Schlumberger Limited
WFC / Wells Fargo & Company
NKE / NIKE, Inc.
MKL / Markel Group Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
SNOW / Snowflake Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
BYD / Boyd Gaming Corporation
VRT / Vertiv Holdings Co
BXP / Boston Properties, Inc.
EXR / Extra Space Storage Inc.
CTVA / Corteva, Inc.
CFR / Cullen/Frost Bankers, Inc.
FR / First Industrial Realty Trust, Inc.
MNST / Monster Beverage Corporation
KHC / The Kraft Heinz Company
TSLA / Tesla, Inc.
SCCO / Southern Copper Corporation
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
AMZN / Amazon.com, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
KD / Kyndryl Holdings, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
PGR / The Progressive Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
TRV / The Travelers Companies, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
NEE / NextEra Energy, Inc.
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
TFC / Truist Financial Corporation
CTRA / Coterra Energy Inc.
HD / The Home Depot, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
OTIS / Otis Worldwide Corporation
ADI / Analog Devices, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
ORCL / Oracle Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
MKC.V / McCormick & Company, Incorporated
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
KR / The Kroger Co.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
MDLZ / Mondelez International, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
AMT / American Tower Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
HSY / The Hershey Company
BALL / Ball Corporation
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
ZTS / Zoetis Inc.
RYN / Rayonier Inc.
ISRG / Intuitive Surgical, Inc.
CSCO / Cisco Systems, Inc.
PSX / Phillips 66
NTR / Nutrien Ltd.
IWV / iShares Trust - iShares Russell 3000 ETF
PFE / Pfizer Inc.
CC / The Chemours Company
ROP / Roper Technologies, Inc.
FANG / Diamondback Energy, Inc.
BSX / Boston Scientific Corporation
ANET / Arista Networks Inc
PG / The Procter & Gamble Company
MRK / Merck & Co., Inc.
ABT / Abbott Laboratories
AVGO / Broadcom Inc.
EOS / Eaton Vance Enhanced Equity Income Fund II
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
MMM / 3M Company
ONON / On Holding AG
COST / Costco Wholesale Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
DE / Deere & Company
ALL / The Allstate Corporation
PM / Philip Morris International Inc.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
CI / The Cigna Group
SCHW / The Charles Schwab Corporation
TMUS / T-Mobile US, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
BAC / Bank of America Corporation
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
FTRE / Fortrea Holdings Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
ECL / Ecolab Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
YUM / Yum! Brands, Inc.
MSFT / Microsoft Corporation
IQV / IQVIA Holdings Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
QCOM / QUALCOMM Incorporated
QQQ / Invesco QQQ Trust, Series 1
BP / BP p.l.c. - Depositary Receipt (Common Stock)
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
INTC / Intel Corporation
AMAT / Applied Materials, Inc.
BX / Blackstone Inc.
BK / The Bank of New York Mellon Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
BMY / Bristol-Myers Squibb Company
IYR / iShares Trust - iShares U.S. Real Estate ETF
DLR / Digital Realty Trust, Inc.
MAIN / Main Street Capital Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
HAL / Halliburton Company
ACN / Accenture plc
VZ / Verizon Communications Inc.
PWR / Quanta Services, Inc.
MKC / McCormick & Company, Incorporated
SPGI / S&P Global Inc.
JPM / JPMorgan Chase & Co.
JNJ / Johnson & Johnson
DIS / The Walt Disney Company
MSI / Motorola Solutions, Inc.
HON / Honeywell International Inc.
NSC / Norfolk Southern Corporation
J / Jacobs Solutions Inc.
VTRS / Viatris Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ADP / Automatic Data Processing, Inc.
DSL / DoubleLine Income Solutions Fund
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
UNH / UnitedHealth Group Incorporated
GEV / GE Vernova Inc.
UBER / Uber Technologies, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
OGN / Organon & Co.
BDX / Becton, Dickinson and Company
FDX / FedEx Corporation
RTX / RTX Corporation
DLTR / Dollar Tree, Inc.
ICE / Intercontinental Exchange, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
LHX / L3Harris Technologies, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
LLY / Eli Lilly and Company
SBUX / Starbucks Corporation
RJF / Raymond James Financial, Inc.
LBTYK / Liberty Global Ltd.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
WM / Waste Management, Inc.
SPY / SPDR S&P 500 ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
DOV / Dover Corporation
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
VVX / V2X, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
XYL / Xylem Inc.
AAPL / Apple Inc.
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
KO / The Coca-Cola Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
XEL / Xcel Energy Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
MCD / McDonald's Corporation
USRT / iShares Trust - iShares Core U.S. REIT ETF
PKG / Packaging Corporation of America
VLO / Valero Energy Corporation
ZBRA / Zebra Technologies Corporation
DOCN / DigitalOcean Holdings, Inc.
AB / AllianceBernstein Holding L.P. - Limited Partnership
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
PAYX / Paychex, Inc.
MAR / Marriott International, Inc.
DNP / DNP Select Income Fund Inc.
RYAM / Rayonier Advanced Materials Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
D / Dominion Energy, Inc.
BAC.PRL / Bank of America Corporation - Preferred Stock
WFC.PRL / Wells Fargo & Company - Preferred Stock
WERN / Werner Enterprises, Inc.
FE / FirstEnergy Corp.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
IBIT / iShares Bitcoin Trust ETF
KDP / Keurig Dr Pepper Inc.
APPN / Appian Corporation
LNG / Cheniere Energy, Inc.
DDD / 3D Systems Corporation
BTC / Grayscale Bitcoin Mini Trust
SLAB / Silicon Laboratories Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
CIEN / Ciena Corporation
NBIX / Neurocrine Biosciences, Inc.
EQL / ALPS ETF Trust - ALPS Equal Sector Weight ETF
USB / U.S. Bancorp
CEI / Camber Energy, Inc.
DTM / DT Midstream, Inc.
STLD / Steel Dynamics, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
GRPM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 GARP ETF
HIG / The Hartford Insurance Group, Inc.
PEP / PepsiCo, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
NTAP / NetApp, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
NMZ / Nuveen Municipal High Income Opportunity Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CMI / Cummins Inc.
CLOU / Global X Funds - Global X Cloud Computing ETF
KKR / KKR & Co. Inc.
MTN / Vail Resorts, Inc.
NXPI / NXP Semiconductors N.V.
AMBA / Ambarella, Inc.
MPC / Marathon Petroleum Corporation
NYC / American Strategic Investment Co.
BATT / Amplify ETF Trust - Amplify Lithium & Battery Technology ETF
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BA / The Boeing Company
WB / Weibo Corporation - Depositary Receipt (Common Stock)
VUG / Vanguard Index Funds - Vanguard Growth ETF
NYMT / New York Mortgage Trust, Inc.
CRSP / CRISPR Therapeutics AG
PFF / iShares Trust - iShares Preferred and Income Securities ETF
PNW / Pinnacle West Capital Corporation
KRNY / Kearny Financial Corp.
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
MLM / Martin Marietta Materials, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
CARR / Carrier Global Corporation
QS / QuantumScape Corporation
PCN / PIMCO Corporate & Income Strategy Fund
STZ / Constellation Brands, Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
GOOG / Alphabet Inc.
REGN / Regeneron Pharmaceuticals, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
MCI / Barings Corporate Investors
PTC / PTC Inc.
GLD / SPDR Gold Trust
HAUZ / DBX ETF Trust - Xtrackers International Real Estate ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NFLX / Netflix, Inc.
SOLV / Solventum Corporation
NTNX / Nutanix, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
MS / Morgan Stanley
CVS / CVS Health Corporation
V / Visa Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IWB / iShares Trust - iShares Russell 1000 ETF
ALIT / Alight, Inc.
PLNT / Planet Fitness, Inc.
CF / CF Industries Holdings, Inc.
CRM / Salesforce, Inc.
MA / Mastercard Incorporated
DALN / DallasNews Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ROK / Rockwell Automation, Inc.
FTV / Fortive Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
APH / Amphenol Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
BXMX / Nuveen S&P 500 Buy-Write Income Fund
CMCSA / Comcast Corporation
GILD / Gilead Sciences, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
TJX / The TJX Companies, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
PRU / Prudential Financial, Inc.
VTS / Vitesse Energy, Inc.
KEYS / Keysight Technologies, Inc.
HPE / Hewlett Packard Enterprise Company
PLTR / Palantir Technologies Inc.
AKAM / Akamai Technologies, Inc.
NVCR / NovoCure Limited
HAS / Hasbro, Inc.
EMN / Eastman Chemical Company
RBLX / Roblox Corporation