Market Value1,176,035
Total Holdings468
File Date2025-02-12
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
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DUK / Duke Energy Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
EOG / EOG Resources, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
OTTR / Otter Tail Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund
GIS / General Mills, Inc.
LAD / Lithia Motors, Inc.
PPTY / ETF Series Solutions - U.S. Diversified Real Estate ETF
TMUS / T-Mobile US, Inc.
SPGI / S&P Global Inc.
TYL / Tyler Technologies, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CVX / Chevron Corporation
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
CVS / CVS Health Corporation
KR / The Kroger Co.
PNC / The PNC Financial Services Group, Inc.
FDT / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund
EMR / Emerson Electric Co.
FLHY / Franklin Templeton ETF Trust - Franklin High Yield Corporate ETF
CMCSA / Comcast Corporation
T / AT&T Inc.
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
PTL / Northern Lights Fund Trust IV - Inspire 500 ETF
ETN / Eaton Corporation plc
CHY / Calamos Convertible and High Income Fund
PSLV / Sprott Physical Silver Trust
MCD / McDonald's Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AWK / American Water Works Company, Inc.
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
SBUX / Starbucks Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
JNJ / Johnson & Johnson
TT / Trane Technologies plc
JPM / JPMorgan Chase & Co.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
UPS / United Parcel Service, Inc.
HD / The Home Depot, Inc.
QCOM / QUALCOMM Incorporated
CRWD / CrowdStrike Holdings, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
STLD / Steel Dynamics, Inc.
ZETA / Zeta Global Holdings Corp.
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
DNMR / Danimer Scientific, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
KMB / Kimberly-Clark Corporation
HPS / John Hancock Preferred Income Fund III
AMD / Advanced Micro Devices, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
K / Kellanova
HEIA / Heico Corp. - Class A
VRSK / Verisk Analytics, Inc.
DTM / DT Midstream, Inc.
FEM / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets AlphaDEX Fund
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
PLD / Prologis, Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
IT / Gartner, Inc.
KULR / KULR Technology Group, Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
ANET / Arista Networks Inc
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
ENTG / Entegris, Inc.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund
FNA / Paragon 28, Inc.
HON / Honeywell International Inc.
CTSH / Cognizant Technology Solutions Corporation
CL / Colgate-Palmolive Company
GLD / SPDR Gold Trust
AXGN / Axogen, Inc.
SYY / Sysco Corporation
CINF / Cincinnati Financial Corporation
GM / General Motors Company
NVDA / NVIDIA Corporation
ROP / Roper Technologies, Inc.
CDW / CDW Corporation
ESI / Element Solutions Inc
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
AXP / American Express Company
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
LPLA / LPL Financial Holdings Inc.
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
C / Citigroup Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
AMZN / Amazon.com, Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
MTD / Mettler-Toledo International Inc.
FELE / Franklin Electric Co., Inc.
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
INTU / Intuit Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
EVTR / Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF
CGGR / Capital Group Growth ETF
XEL / Xcel Energy Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
MCK / McKesson Corporation
SLV / iShares Silver Trust
PLTR / Palantir Technologies Inc.
PANW / Palo Alto Networks, Inc.
ROL / Rollins, Inc.
AWP / abrdn Global Premier Properties Fund
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
HCA / HCA Healthcare, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
IVV / iShares Trust - iShares Core S&P 500 ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
FDX / FedEx Corporation
ACN / Accenture plc
LNC / Lincoln National Corporation
PHYS / Sprott Physical Gold Trust
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AIT / Applied Industrial Technologies, Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
CARR / Carrier Global Corporation
FTXO / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Bank ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CGGO / Capital Group Global Growth Equity ETF
AAPL / Apple Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
ADI / Analog Devices, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
AJG / Arthur J. Gallagher & Co.
HEI / HEICO Corporation
DHR / Danaher Corporation
SII / Wheaton Precious Metals Corp.
OALC / Unified Series Trust - Oneascent Large Cap Core ETF
MU / Micron Technology, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
BIBL / Northern Lights Fund Trust IV - Inspire 100 ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
ALL / The Allstate Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
GBDC / Golub Capital BDC, Inc.
ADP / Automatic Data Processing, Inc.
BLES / Northern Lights Fund Trust IV - Inspire Global Hope ETF
MSI / Motorola Solutions, Inc.
DIS / The Walt Disney Company
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
PSX / Phillips 66
AVGO / Broadcom Inc.
LIN / Linde plc
CPKC N / Canadian Pacific Kansas City Limited
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
LMT / Lockheed Martin Corporation
AMT / American Tower Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PEG / Public Service Enterprise Group Incorporated
HCAT / Health Catalyst, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
TRGP / Targa Resources Corp.
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
HGER / Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF
TSLA / Tesla, Inc.
SAIC / Science Applications International Corporation
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
GLRY / Northern Lights Fund Trust IV - Inspire Momentum ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
FMIL / Fidelity Covington Trust - Fidelity New Millennium ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
TRV / The Travelers Companies, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SHOP / Shopify Inc.
TMO / Thermo Fisher Scientific Inc.
VLO / Valero Energy Corporation
CSX / CSX Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
VZ / Verizon Communications Inc.
INCO / Columbia ETF Trust II - Columbia India Consumer ETF
PH / Parker-Hannifin Corporation
CGDV / Capital Group Dividend Value ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
IBIT / iShares Bitcoin Trust ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
AEP / American Electric Power Company, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
FLOT / iShares Trust - iShares Floating Rate Bond ETF
GDDY / GoDaddy Inc.
OACP / Unified Series Trust - OneAscent Core Plus Bond ETF
FTGS / First Trust Exchange-Traded Fund - First Trust Growth Strength ETF
G / Genpact Limited
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
RPRX / Royalty Pharma plc
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
TPHD / The Timothy Plan - Timothy Plan High Dividend Stock ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
MINN / Trust for Professional Managers - Mairs & Power Minnesota Municipal Bond ETF
IBMS / iShares Trust - iShares iBonds Dec 2030 Term Muni Bond ETF
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
GCC / WisdomTree Trust - WisdomTree Enhanced Commodity Strategy Fund
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
CAT / Caterpillar Inc.
WCN / Waste Connections, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
OWNS / Quaker Investment Trust - CCM Affordable Housing MBS ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
CTAS / Cintas Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
DRI / Darden Restaurants, Inc.
RCL / Royal Caribbean Cruises Ltd.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
PRU / Prudential Financial, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
CI / The Cigna Group
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
SIZE / iShares Trust - iShares MSCI USA Size Factor ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
NUE / Nucor Corporation
BX / Blackstone Inc.
SRE / Sempra
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
WST / West Pharmaceutical Services, Inc.
GRMN / Garmin Ltd.
CME / CME Group Inc.
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
FERG / Ferguson Enterprises Inc.
SHW / The Sherwin-Williams Company
GOOGL / Alphabet Inc.
DHI / D.R. Horton, Inc.
NOC / Northrop Grumman Corporation
COST / Costco Wholesale Corporation
DGX / Quest Diagnostics Incorporated
ETR / Entergy Corporation
GILD / Gilead Sciences, Inc.
GE / General Electric Company
EVRG / Evergy, Inc.
NEE / NextEra Energy, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ABBV / AbbVie Inc.
FTCB / First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MUB / iShares Trust - iShares National Muni Bond ETF
BMY / Bristol-Myers Squibb Company
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
BKNG / Booking Holdings Inc.
WIP / SPDR Series Trust - SPDR FTSE International Government Inflation-Protected Bond ETF
UNP / Union Pacific Corporation
UNH / UnitedHealth Group Incorporated
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
PNFP / Pinnacle Financial Partners, Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
ELCV / Strategy Shares - Eventide High Dividend ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
MFC / Manulife Financial Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
ONB / Old National Bancorp
DE / Deere & Company
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
GSK / GSK plc - Depositary Receipt (Common Stock)
VFL / abrdn National Municipal Income Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ISMD / Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF
NSC / Norfolk Southern Corporation
FRME / First Merchants Corporation
NFLX / Netflix, Inc.
BUFS / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Small Cap Moderate Buffer ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
PGR / The Progressive Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
AMP / Ameriprise Financial, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
APP / AppLovin Corporation
WFC / Wells Fargo & Company
VZLA / Vizsla Silver Corp.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
DJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - June
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
FTXP / Foothills Exploration, Inc.
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF
SPY / SPDR S&P 500 ETF
UBS / UBS Group AG
ADBE / Adobe Inc.
MSFT / Microsoft Corporation
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
OASC / Unified Series Trust - OneAscent Small Cap Core ETF
BA / The Boeing Company
EGP / EastGroup Properties, Inc.
ORCL / Oracle Corporation
USRT / iShares Trust - iShares Core U.S. REIT ETF
AFLG / First Trust Exchange-Traded Fund VIII - First Trust Active Factor Large Cap ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
VST / Vistra Corp.
TJX / The TJX Companies, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
USB / U.S. Bancorp
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
F / Ford Motor Company
INDA / iShares Trust - iShares MSCI India ETF
TTD / The Trade Desk, Inc.
MQY / BlackRock MuniYield Quality Fund, Inc.
SYK / Stryker Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GD / General Dynamics Corporation
WMB / The Williams Companies, Inc.
WMT / Walmart Inc.
PG / The Procter & Gamble Company
CTVA / Corteva, Inc.
OAEM / Unified Series Trust - OneAscent Emerging Markets ETF
COP / ConocoPhillips
WINA / Winmark Corporation
GEV / GE Vernova Inc.
EIX / Edison International
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
TGT / Target Corporation
RACE / Ferrari N.V.
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PM / Philip Morris International Inc.
IBD / Northern Lights Fund Trust IV - Inspire Corporate Bond ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
ICVT / iShares Trust - iShares Convertible Bond ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
PFE / Pfizer Inc.
META / Meta Platforms, Inc.
PEP / PepsiCo, Inc.
GOOG / Alphabet Inc.
AMGN / Amgen Inc.
KO / The Coca-Cola Company
DELL / Dell Technologies Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
FAST / Fastenal Company
QQQ / Invesco QQQ Trust, Series 1
WM / Waste Management, Inc.
STE / STERIS plc
MO / Altria Group, Inc.
BRK.B / Berkshire Hathaway Inc.
XOM / Exxon Mobil Corporation
KEY / KeyCorp
LLY / Eli Lilly and Company
IBM / International Business Machines Corporation
PYPL / PayPal Holdings, Inc.
NDAQ / Nasdaq, Inc.
HBAN / Huntington Bancshares Incorporated
MPC / Marathon Petroleum Corporation
DFS / Discover Financial Services
ISRG / Intuitive Surgical, Inc.
MMC / Marsh & McLennan Companies, Inc.
MMM / 3M Company
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
WDAY / Workday, Inc.
CWST / Casella Waste Systems, Inc.
IAU / iShares Gold Trust
FTNT / Fortinet, Inc.
IP / International Paper Company
IOO / iShares Trust - iShares Global 100 ETF
GSG / iShares S&P GSCI Commodity-Indexed Trust
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IWV / iShares Trust - iShares Russell 3000 ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
FJP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Japan AlphaDEX Fund
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
WEC / WEC Energy Group, Inc.
POOL / Pool Corporation
VERSX / Vanguard Emerging Markets Stock Index Fund
MBB / iShares Trust - iShares MBS ETF
ITW / Illinois Tool Works Inc.
HLI / Houlihan Lokey, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
LAND / Gladstone Land Corporation
TPSC / The Timothy Plan - Timothy Plan US Small Cap Core ETF
FSK / FS KKR Capital Corp.
AFL / Aflac Incorporated
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
OKE / ONEOK, Inc.
NVT / nVent Electric plc
FI / Fiserv, Inc.
MA / Mastercard Incorporated
CEG / Constellation Energy Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
FLBL / Franklin Templeton ETF Trust - Franklin Senior Loan ETF
NU / Nu Holdings Ltd.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
GWRE / Guidewire Software, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PNR / Pentair plc
AHR / American Healthcare REIT, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
GNRC / Generac Holdings Inc.
LOW / Lowe's Companies, Inc.
SO / The Southern Company
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
RTX / RTX Corporation
OAIM / Unified Series Trust - OneAscent International Equity ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
BAC / Bank of America Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
DDOG / Datadog, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
RSG / Republic Services, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
CSCO / Cisco Systems, Inc.
V / Visa Inc.
MRK / Merck & Co., Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MDT / Medtronic plc
CRM / Salesforce, Inc.
O / Realty Income Corporation
IGF / iShares Trust - iShares Global Infrastructure ETF
NOW / ServiceNow, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
MSCI / MSCI Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FEP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Europe AlphaDEX Fund
FDLS / Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IRM / Iron Mountain Incorporated
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
MDY / SPDR S&P MidCap 400 ETF Trust
WWJD / Northern Lights Fund Trust IV - Inspire International ETF
ODFL / Old Dominion Freight Line, Inc.
CSGP / CoStar Group, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF