Market Value711,028,912
Total Holdings541
File Date2025-08-15
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)
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SLCA / U.S. Silica Holdings, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
GLD / SPDR Gold Trust
PSYCHEMEDICS CORPORATION COM NEW / (744375205)
AGEAGLE AERIAL SYSTEMS INCORPORATED NEW COM NEW / (00848K200)
APTIV PLC SHS (JERSEY) / SHS (G6095L109)
BROOKFIELD INFRASTRUCTURE CORPORATION COM SB VTG SHS A / COM SB VTG SHS A (11275Q107)
EASTERLY GOVT PPTYS INCORPORATED REIT / (27616P103)
QIAGEN NV SHS NEW (NETHERLANDS) / SHS NEW (N72482149)
MBB / iShares Trust - iShares MBS ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
TSLA / Tesla, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
AVGO / Broadcom Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
PXD / Pioneer Natural Resources Company
TIP / iShares Trust - iShares TIPS Bond ETF
DLB / Dolby Laboratories, Inc.
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
STZ / Constellation Brands, Inc.
C.WSA / Citigroup, Inc.
JPM / JPMorgan Chase & Co.
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
SM / SM Energy Company
WIP / SPDR Series Trust - SPDR FTSE International Government Inflation-Protected Bond ETF
WPC / W. P. Carey Inc.
LVS / Las Vegas Sands Corp.
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
TDY / Teledyne Technologies Incorporated
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
SAIA / Saia, Inc.
ROL / Rollins, Inc.
JPC / Nuveen Preferred & Income Opportunities Fund
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
LYV / Live Nation Entertainment, Inc.
BIO / Bio-Rad Laboratories, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
OLN / Olin Corporation
GEHC / GE HealthCare Technologies Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SCHW / The Charles Schwab Corporation
GE / General Electric Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
UPGD / Invesco Exchange-Traded Fund Trust - Invesco Bloomberg Analyst Rating Improvers ETF
SBUX / Starbucks Corporation
CCI / Crown Castle Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
DLTR / Dollar Tree, Inc.
CODI / Compass Diversified
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CMI / Cummins Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
FL / Foot Locker, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
HSY / The Hershey Company
ES / Eversource Energy
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IBM / International Business Machines Corporation
DVN / Devon Energy Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
EVVAQ / Enviva Inc.
WU / The Western Union Company
CAG / Conagra Brands, Inc.
GOOGL / Alphabet Inc.
CTLT / Catalent, Inc.
PDM / Piedmont Realty Trust, Inc.
CPAY / Corpay, Inc.
GTLS / Chart Industries, Inc.
AXP / American Express Company
BWA / BorgWarner Inc.
HALO / Halozyme Therapeutics, Inc.
THRM / Gentherm Incorporated
CNC / Centene Corporation
ICLR / ICON Public Limited Company
WTFC / Wintrust Financial Corporation
EL / The Estée Lauder Companies Inc.
VMI / Valmont Industries, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
GPN / Global Payments Inc.
SLAB / Silicon Laboratories Inc.
KSS / Kohl's Corporation
ATKR / Atkore Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
CHD / Church & Dwight Co., Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
MGY / Magnolia Oil & Gas Corporation
FTNT / Fortinet, Inc.
DIS / The Walt Disney Company
ESTA / Establishment Labs Holdings Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
RPD / Rapid7, Inc.
PYPL / PayPal Holdings, Inc.
ALLY / Ally Financial Inc.
ZBRA / Zebra Technologies Corporation
SNDR / Schneider National, Inc.
AMAT / Applied Materials, Inc.
BMY / Bristol-Myers Squibb Company
XRX / Xerox Holdings Corporation
SSNC / SS&C Technologies Holdings, Inc.
EXPO / Exponent, Inc.
MTDR / Matador Resources Company
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
BFAM / Bright Horizons Family Solutions Inc.
GM / General Motors Company
VTV / Vanguard Index Funds - Vanguard Value ETF
GBCI / Glacier Bancorp, Inc.
MDLZ / Mondelez International, Inc.
LECO / Lincoln Electric Holdings, Inc.
CRWD / CrowdStrike Holdings, Inc.
KDP / Keurig Dr Pepper Inc.
CNI / Canadian National Railway Company
U / Unity Software Inc.
KMI / Kinder Morgan, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VGR / Vector Group Ltd.
PPL / PPL Corporation
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
TXRH / Texas Roadhouse, Inc.
DOW / Dow Inc.
VOYA / Voya Financial, Inc.
DNUT / Krispy Kreme, Inc.
WCC / WESCO International, Inc.
DFS / Discover Financial Services
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ZTS / Zoetis Inc.
VCEL / Vericel Corporation
BIIB / Biogen Inc.
PFGC / Performance Food Group Company
ABT / Abbott Laboratories
JAZZ / Jazz Pharmaceuticals plc
CGNX / Cognex Corporation
NWL / Newell Brands Inc.
AMT / American Tower Corporation
LKQ / LKQ Corporation
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
KWR / Quaker Chemical Corporation
MAR / Marriott International, Inc.
GWW / W.W. Grainger, Inc.
DE / Deere & Company
PCH / PotlatchDeltic Corporation
ALLE / Allegion plc
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
TECK / Teck Resources Limited
MKTX / MarketAxess Holdings Inc.
GMED / Globus Medical, Inc.
ATR / AptarGroup, Inc.
POR / Portland General Electric Company
KVUE / Kenvue Inc.
ULTA / Ulta Beauty, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
FDHY / Fidelity Covington Trust - Fidelity Enhanced High Yield ETF
TXMD / TherapeuticsMD, Inc.
ESI / Element Solutions Inc
AON / Aon plc
ADC / Agree Realty Corporation
VLTO / Veralto Corporation
D / Dominion Energy, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
MANH / Manhattan Associates, Inc.
TMUS / T-Mobile US, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
MHK / Mohawk Industries, Inc.
BHVN / Biohaven Ltd.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
FLEX / Flex Ltd.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SF / Stifel Financial Corp.
MTSI / MACOM Technology Solutions Holdings, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
FE / FirstEnergy Corp.
CRI / Carter's, Inc.
ARES / Ares Management Corporation
ROCK / Gibraltar Industries, Inc.
CRK / Comstock Resources, Inc.
PUMP / ProPetro Holding Corp.
NBIX / Neurocrine Biosciences, Inc.
TTC / The Toro Company
FTV / Fortive Corporation
E / Eni S.p.A. - Depositary Receipt (Common Stock)
DXCM / DexCom, Inc.
HXL / Hexcel Corporation
TTWO / Take-Two Interactive Software, Inc.
GOLD / Barrick Mining Corporation
LAD / Lithia Motors, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
HON / Honeywell International Inc.
PPG / PPG Industries, Inc.
NLOP / Net Lease Office Properties
DEO / Diageo plc - Depositary Receipt (Common Stock)
TS / Tenaris S.A. - Depositary Receipt (Common Stock)
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
IEX / IDEX Corporation
MU / Micron Technology, Inc.
MRK / Merck & Co., Inc.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
COST / Costco Wholesale Corporation
HOLX / Hologic, Inc.
CTSH / Cognizant Technology Solutions Corporation
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
CSX / CSX Corporation
NDSN / Nordson Corporation
MCHP / Microchip Technology Incorporated
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
ADM / Archer-Daniels-Midland Company
CHX / ChampionX Corporation
ITCI / Intra-Cellular Therapies, Inc.
NXT / Nextracker Inc.
GTES / Gates Industrial Corporation plc
DOV / Dover Corporation
UBS / UBS Group AG
CMCO / Columbus McKinnon Corporation
BN / Brookfield Corporation
NKE / NIKE, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
CVE / Cenovus Energy Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
GS / The Goldman Sachs Group, Inc.
IDU / iShares Trust - iShares U.S. Utilities ETF
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
MGM / MGM Resorts International
AZTA / Azenta, Inc.
PII / Polaris Inc.
GLOB / Globant S.A.
IDA / IDACORP, Inc.
OMC / Omnicom Group Inc.
NXPI / NXP Semiconductors N.V.
CBRL / Cracker Barrel Old Country Store, Inc.
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
FIVE / Five Below, Inc.
C / Citigroup Inc.
VZ / Verizon Communications Inc.
SPG / Simon Property Group, Inc.
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
AUB / Atlantic Union Bankshares Corporation
FCX / Freeport-McMoRan Inc.
MZTI / The Marzetti Company
BCS / Barclays PLC - Depositary Receipt (Common Stock)
ENTG / Entegris, Inc.
MELI / MercadoLibre, Inc.
ITGR / Integer Holdings Corporation
MAS / Masco Corporation
OVV / Ovintiv Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
IYJ / iShares Trust - iShares U.S. Industrials ETF
XYL / Xylem Inc.
TEAF / Ecofin Sustainable and Social Impact Term Fund
GD / General Dynamics Corporation
DGRE / WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund
LOPE / Grand Canyon Education, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
PCTY / Paylocity Holding Corporation
VTR / Ventas, Inc.
UAA / Under Armour, Inc.
AVTR / Avantor, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
ACHC / Acadia Healthcare Company, Inc.
BTU / Peabody Energy Corporation
ETERNA THERAPEUTICS INCORPORATED COM NEW / (114082209)
COOPER COMPANIES INCORPORATED COM NEW / (216648402)
PHYSICIANS RLTY TR REIT / (71943U104)
LABORATORY CORPORATION AMER HLDGS COM NEW / (50540R409)
QIAGEN NV SHS NEW (NETHERLANDS) / SHS NEW (N72482123)
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
CHE / Chemed Corporation
HLI / Houlihan Lokey, Inc.
IQV / IQVIA Holdings Inc.
HEIA / Heico Corp. - Class A
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SLM / SLM Corporation
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
HAYW / Hayward Holdings, Inc.
BC / Brunswick Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
CRL / Charles River Laboratories International, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SPLK / Splunk Inc.
LII / Lennox International Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SMG / The Scotts Miracle-Gro Company
DT / Dynatrace, Inc.
LPLA / LPL Financial Holdings Inc.
FIS / Fidelity National Information Services, Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
FLT / Corpay, Inc.
GGG / Graco Inc.
EOG / EOG Resources, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
LYFT / Lyft, Inc.
CHH / Choice Hotels International, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
WEN / The Wendy's Company
APA / APA Corporation
BSY / Bentley Systems, Incorporated
BR / Broadridge Financial Solutions, Inc.
DPZ / Domino's Pizza, Inc.
NVIVQ / InVivo Therapeutics Holdings Corp.
MSCI / MSCI Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MRVL / Marvell Technology, Inc.
CF / CF Industries Holdings, Inc.
GMAB / Genmab A/S - Depositary Receipt (Common Stock)
SEDG / SolarEdge Technologies, Inc.
AMP / Ameriprise Financial, Inc.
CMG / Chipotle Mexican Grill, Inc.
PNR / Pentair plc
CP / Canadian Pacific Kansas City Limited
WST / West Pharmaceutical Services, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
HPS / John Hancock Preferred Income Fund III
JKHY / Jack Henry & Associates, Inc.
TDTF / FlexShares Trust - FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
ARCC / Ares Capital Corporation
A / Agilent Technologies, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
MFIC / MidCap Financial Investment Corporation
LW / Lamb Weston Holdings, Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
POOL / Pool Corporation
WRB / W. R. Berkley Corporation
RRX / Regal Rexnord Corporation
TDG / TransDigm Group Incorporated
LIVN / LivaNova PLC
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
KEYS / Keysight Technologies, Inc.
PLD / Prologis, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
ANSS / ANSYS, Inc.
HALL / Hallmark Financial Services, Inc.
SHLS / Shoals Technologies Group, Inc.
TER / Teradyne, Inc.
EFX / Equifax Inc.
FICO / Fair Isaac Corporation
WMB / The Williams Companies, Inc.
CHGG / Chegg, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
QCOM / QUALCOMM Incorporated
AFG / American Financial Group, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
THQ / Abrdn Healthcare Opportunities Fund
VUG / Vanguard Index Funds - Vanguard Growth ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
SHW / The Sherwin-Williams Company
TMO / Thermo Fisher Scientific Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
QQQ / Invesco QQQ Trust, Series 1
MO / Altria Group, Inc.
CCL / Carnival Corporation & plc
CI / The Cigna Group
PM / Philip Morris International Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
PBP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 BuyWrite ETF
URI / United Rentals, Inc.
LEG / Leggett & Platt, Incorporated
USCB / USCB Financial Holdings, Inc.
RPM / RPM International Inc.
CTRA / Coterra Energy Inc.
GIS / General Mills, Inc.
MPC / Marathon Petroleum Corporation
INTC / Intel Corporation
PCAR / PACCAR Inc
CLX / The Clorox Company
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LNC / Lincoln National Corporation
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
ED / Consolidated Edison, Inc.
BX / Blackstone Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
CARR / Carrier Global Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
DVY / iShares Trust - iShares Select Dividend ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
UNP / Union Pacific Corporation
SWKS / Skyworks Solutions, Inc.
BAC / Bank of America Corporation
ACN / Accenture plc
OTIS / Otis Worldwide Corporation
NSA / National Storage Affiliates Trust
PFF / iShares Trust - iShares Preferred and Income Securities ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
LULU / lululemon athletica inc.
SLB / Schlumberger Limited
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
IWR / iShares Trust - iShares Russell Mid-Cap ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
IXC / iShares Trust - iShares Global Energy ETF
GOOG / Alphabet Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
REGN / Regeneron Pharmaceuticals, Inc.
XMPT / VanEck ETF Trust - VanEck CEF Muni Income ETF
CB / Chubb Limited
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
DOC / Healthpeak Properties, Inc.
KR / The Kroger Co.
TSCO / Tractor Supply Company
ALL / The Allstate Corporation
ADI / Analog Devices, Inc.
BXMT / Blackstone Mortgage Trust, Inc.
GDV / The Gabelli Dividend & Income Trust
CRH / CRH plc
CAT / Caterpillar Inc.
USM / United States Cellular Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
AAP / Advance Auto Parts, Inc.
LYB / LyondellBasell Industries N.V.
LOW / Lowe's Companies, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
JCI / Johnson Controls International plc
FOXA / Fox Corporation
DORM / Dorman Products, Inc.
T / AT&T Inc.
FIX / Comfort Systems USA, Inc.
AZO / AutoZone, Inc.
KMB / Kimberly-Clark Corporation
WAB / Westinghouse Air Brake Technologies Corporation
ET / Energy Transfer LP - Limited Partnership
PGR / The Progressive Corporation
PEP / PepsiCo, Inc.
AMGN / Amgen Inc.
NFLX / Netflix, Inc.
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
BP / BP p.l.c. - Depositary Receipt (Common Stock)
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
DDOG / Datadog, Inc.
CVCO / Cavco Industries, Inc.
LLY / Eli Lilly and Company
INTU / Intuit Inc.
WFC / Wells Fargo & Company
SPGI / S&P Global Inc.
V / Visa Inc.
ASHR / DBX ETF Trust - Xtrackers Harvest CSI 300 China A-Shares ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
CNQ / Canadian Natural Resources Limited
IR / Ingersoll Rand Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
WTRG / Essential Utilities, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
DELL / Dell Technologies Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
META / Meta Platforms, Inc.
XIFR / XPLR Infrastructure, LP - Limited Partnership
KCE / SPDR Series Trust - SPDR S&P Capital Markets ETF
CNP / CenterPoint Energy, Inc.
WELL / Welltower Inc.
MMC / Marsh & McLennan Companies, Inc.
MOH / Molina Healthcare, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MTUS / Metallus Inc.
LDOS / Leidos Holdings, Inc.
CRM / Salesforce, Inc.
MS / Morgan Stanley
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
NEE / NextEra Energy, Inc.
BHF / Brighthouse Financial, Inc.
AN / AutoNation, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
CM / Canadian Imperial Bank of Commerce
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
MA / Mastercard Incorporated
MSFT / Microsoft Corporation
LIN / Linde plc
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
JNJ / Johnson & Johnson
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
ZG / Zillow Group, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
FDX / FedEx Corporation
PCRX / Pacira BioSciences, Inc.
PFE / Pfizer Inc.
EXP / Eagle Materials Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
LEN / Lennar Corporation
SE / Sea Limited - Depositary Receipt (Common Stock)
UUP / Invesco DB US Dollar Index Trust - Invesco DB US Dollar Index Bullish Fund
BUG / Global X Funds - Global X Cybersecurity ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
VEEV / Veeva Systems Inc.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
RTX / RTX Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MDT / Medtronic plc
BJ / BJ's Wholesale Club Holdings, Inc.
SPY / SPDR S&P 500 ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
UPS / United Parcel Service, Inc.
LHX / L3Harris Technologies, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
KNSL / Kinsale Capital Group, Inc.
TEAM / Atlassian Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SUI / Sun Communities, Inc.
CMCSA / Comcast Corporation
EGP / EastGroup Properties, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
MNST / Monster Beverage Corporation
HD / The Home Depot, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ECL / Ecolab Inc.
WHR / Whirlpool Corporation
ZS / Zscaler, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
CSCO / Cisco Systems, Inc.
ORCL / Oracle Corporation
WBD / Warner Bros. Discovery, Inc.
BCE / BCE Inc.
BAH / Booz Allen Hamilton Holding Corporation
OGN / Organon & Co.
DD / DuPont de Nemours, Inc.
TGT / Target Corporation
MET / MetLife, Inc.
MTN / Vail Resorts, Inc.
CVX / Chevron Corporation
HUBS / HubSpot, Inc.
SHOP / Shopify Inc.
GILD / Gilead Sciences, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CHTR / Charter Communications, Inc.
ITT / ITT Inc.
EQIX / Equinix, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
ICE / Intercontinental Exchange, Inc.
PNFP / Pinnacle Financial Partners, Inc.
USSG / DBX ETF Trust - Xtrackers MSCI USA Selection Equity ETF
BRK.B / Berkshire Hathaway Inc.
WDAY / Workday, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
CCEP / Coca-Cola Europacific Partners PLC
IVV / iShares Trust - iShares Core S&P 500 ETF
MCK / McKesson Corporation
ITB / iShares Trust - iShares U.S. Home Construction ETF
BAM / Brookfield Asset Management Ltd.
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
ALC / Alcon Inc.
AOD / Abrdn Total Dynamic Dividend Fund
ETN / Eaton Corporation plc
NOW / ServiceNow, Inc.
EW / Edwards Lifesciences Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
WY / Weyerhaeuser Company
PEG / Public Service Enterprise Group Incorporated
HAL / Halliburton Company
HDV / iShares Trust - iShares Core High Dividend ETF
TSLX / Sixth Street Specialty Lending, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
ADBE / Adobe Inc.
PIPR / Piper Sandler Companies
NVDA / NVIDIA Corporation
F / Ford Motor Company
USB / U.S. Bancorp
TJX / The TJX Companies, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
UBER / Uber Technologies, Inc.
TSN / Tyson Foods, Inc.
HWM / Howmet Aerospace Inc.
JBL / Jabil Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MDB / MongoDB, Inc.
AAPL / Apple Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
TTD / The Trade Desk, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
UNH / UnitedHealth Group Incorporated
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ACI / Albertsons Companies, Inc.
DOUG / Douglas Elliman Inc.
AJG / Arthur J. Gallagher & Co.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
KO / The Coca-Cola Company
EMR / Emerson Electric Co.
STWD / Starwood Property Trust, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
XOM / Exxon Mobil Corporation
WMT / Walmart Inc.
COR / Cencora, Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
NTR / Nutrien Ltd.
PKG / Packaging Corporation of America
AMZN / Amazon.com, Inc.
SU / Suncor Energy Inc.
LMT / Lockheed Martin Corporation
IXJ / iShares Trust - iShares Global Healthcare ETF
IWM / iShares Trust - iShares Russell 2000 ETF
INN / Summit Hotel Properties, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IAU / iShares Gold Trust
RF / Regions Financial Corporation
COP / ConocoPhillips
USFD / US Foods Holding Corp.
PANW / Palo Alto Networks, Inc.
ISRG / Intuitive Surgical, Inc.
PG / The Procter & Gamble Company
FSS / Federal Signal Corporation
AEM / Agnico Eagle Mines Limited
CYBR / CyberArk Software Ltd.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
CTVA / Corteva, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
Z / Zillow Group, Inc.
CVS / CVS Health Corporation
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
RBC / RBC Bearings Incorporated
SYK / Stryker Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
MCD / McDonald's Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SOFI / SoFi Technologies, Inc.