Market Value2,759,284,537
Total Holdings619
File Date2024-11-12
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
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
JKHY / Jack Henry & Associates, Inc.
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
MMM / 3M Company
ZTS / Zoetis Inc.
WST / West Pharmaceutical Services, Inc.
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
WMG / Warner Music Group Corp.
LIN / Linde plc
DLB / Dolby Laboratories, Inc.
AAPL / Apple Inc.
WMT / Walmart Inc.
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
RTX / RTX Corporation
AFL / Aflac Incorporated
LRCX / Lam Research Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
WEC / WEC Energy Group, Inc.
C.WSA / Citigroup, Inc.
NDSN / Nordson Corporation
PWR / Quanta Services, Inc.
OWL / Blue Owl Capital Inc.
PII / Polaris Inc.
DPZ / Domino's Pizza, Inc.
NOW / ServiceNow, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
MKC / McCormick & Company, Incorporated
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
KAI / Kadant Inc.
CE / Celanese Corporation
GEF / Greif, Inc.
ILMN / Illumina, Inc.
LOPE / Grand Canyon Education, Inc.
AYI / Acuity Inc.
MRVL / Marvell Technology, Inc.
AXP / American Express Company
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
CRVL / CorVel Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
UUUU / Energy Fuels Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
APG / APi Group Corporation
IMCR / Immunocore Holdings plc - Depositary Receipt (Common Stock)
BRK.B / Berkshire Hathaway Inc.
GSAT / Globalstar, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
GLD / SPDR Gold Trust
ITW / Illinois Tool Works Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
AMZN / Amazon.com, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
CBRE / CBRE Group, Inc.
CACI / CACI International Inc
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
PNC / The PNC Financial Services Group, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
CUE / Cue Biopharma, Inc.
STE / STERIS plc
CRWD / CrowdStrike Holdings, Inc.
IEV / iShares Trust - iShares Europe ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
DVY / iShares Trust - iShares Select Dividend ETF
BFST / Business First Bancshares, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
SAIA / Saia, Inc.
NKE / NIKE, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MBB / iShares Trust - iShares MBS ETF
MRC / MRC Global Inc.
XYZ / Block, Inc.
EFXT / Enerflex Ltd.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
ORLY / O'Reilly Automotive, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
CB / Chubb Limited
NEE / NextEra Energy, Inc.
GD / General Dynamics Corporation
LOW / Lowe's Companies, Inc.
CME / CME Group Inc.
ISRG / Intuitive Surgical, Inc.
GOOG / Alphabet Inc.
TMO / Thermo Fisher Scientific Inc.
AMGN / Amgen Inc.
ELV / Elevance Health, Inc.
C / Citigroup Inc.
HSY / The Hershey Company
HLT / Hilton Worldwide Holdings Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ROK / Rockwell Automation, Inc.
META / Meta Platforms, Inc.
IBM / International Business Machines Corporation
MCD / McDonald's Corporation
PSX / Phillips 66
PM / Philip Morris International Inc.
PANW / Palo Alto Networks, Inc.
IAU / iShares Gold Trust
SPG / Simon Property Group, Inc.
PPG / PPG Industries, Inc.
GILD / Gilead Sciences, Inc.
MU / Micron Technology, Inc.
TWLO / Twilio Inc.
TWLO / Twilio Inc. Put
TRV / The Travelers Companies, Inc.
ETN / Eaton Corporation plc
NMRK / Newmark Group, Inc.
COIN / Coinbase Global, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BA / The Boeing Company
NFLX / Netflix, Inc.
SHOP / Shopify Inc.
MSFT / Microsoft Corporation
DHR / Danaher Corporation
GIS / General Mills, Inc.
COP / ConocoPhillips
HON / Honeywell International Inc.
EMR / Emerson Electric Co.
CMG / Chipotle Mexican Grill, Inc.
UNP / Union Pacific Corporation
RC / Ready Capital Corporation
FCX / Freeport-McMoRan Inc.
SLV / iShares Silver Trust
KMI / Kinder Morgan, Inc.
LMT / Lockheed Martin Corporation
T / AT&T Inc.
CTSH / Cognizant Technology Solutions Corporation
BGC / BGC Group, Inc.
CVX / Chevron Corporation
SHW / The Sherwin-Williams Company
KOS / Kosmos Energy Ltd.
URI / United Rentals, Inc.
ROST / Ross Stores, Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
INMD / InMode Ltd.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IMXI / International Money Express, Inc.
IMTB / iShares Trust - iShares Core 5-10 Year USD Bond ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
CHTR / Charter Communications, Inc.
SQQQ / ProShares Trust - ProShares UltraPro Short QQQ Call
EPD / Enterprise Products Partners L.P. - Limited Partnership
TEL / TE Connectivity plc
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
SATS / EchoStar Corporation
CALB / California BanCorp
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
PCAR / PACCAR Inc
GWH / ESS Tech, Inc.
MDT / Medtronic plc
WD / Walker & Dunlop, Inc.
IXP / iShares Trust - iShares Global Comm Services ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
TD / The Toronto-Dominion Bank
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
BKNG / Booking Holdings Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
CTVA / Corteva, Inc.
WY / Weyerhaeuser Company
AME / AMETEK, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
RACE / Ferrari N.V.
ACGL / Arch Capital Group Ltd.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
ON / ON Semiconductor Corporation
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
ODFL / Old Dominion Freight Line, Inc.
EG / Everest Group, Ltd.
DRLL / EA Series Trust - Strive U.S. Energy ETF
CCI / Crown Castle Inc.
AMAT / Applied Materials, Inc.
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
EWW / iShares, Inc. - iShares MSCI Mexico ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
HCA / HCA Healthcare, Inc.
CTAS / Cintas Corporation
LCII / LCI Industries
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
QCOM / QUALCOMM Incorporated
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VST / Vistra Corp.
AVGO / Broadcom Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SYY / Sysco Corporation
LAAC / Lithium Argentina AG
O / Realty Income Corporation
ALLE / Allegion plc
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
IXC / iShares Trust - iShares Global Energy ETF
DOC / Healthpeak Properties, Inc.
AZO / AutoZone, Inc.
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
IT / Gartner, Inc.
VLTO / Veralto Corporation
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
BSJR / Invesco BulletShares 2027 High Yield Corporate Bond ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
LSTR / Landstar System, Inc.
ANET / Arista Networks Inc
WBA / Walgreens Boots Alliance, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
TGT / Target Corporation
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
BFAM / Bright Horizons Family Solutions Inc.
FCN / FTI Consulting, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
SBUX / Starbucks Corporation
TXN / Texas Instruments Incorporated
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
AWK / American Water Works Company, Inc.
MCK / McKesson Corporation
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
ADI / Analog Devices, Inc.
SSD / Simpson Manufacturing Co., Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
CLH / Clean Harbors, Inc.
NVDA / NVIDIA Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
OEF / iShares Trust - iShares S&P 100 ETF
IBKR / Interactive Brokers Group, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
BLNK / Blink Charging Co.
POOL / Pool Corporation
RBC / RBC Bearings Incorporated
DBJP / DBX ETF Trust - Xtrackers MSCI Japan Hedged Equity ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
CSCO / Cisco Systems, Inc.
TJX / The TJX Companies, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
DDOG / Datadog, Inc.
MANH / Manhattan Associates, Inc.
X88 / Canadian Pacific Kansas City Limited
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
HDSN / Hudson Technologies, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
BK / The Bank of New York Mellon Corporation
WMS / Advanced Drainage Systems, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
TEAM / Atlassian Corporation
FTV / Fortive Corporation
IBIT / iShares Bitcoin Trust ETF
EVRG / Evergy, Inc.
AJG / Arthur J. Gallagher & Co.
LII / Lennox International Inc.
GENI / Genius Sports Limited
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
ED / Consolidated Edison, Inc.
COR / Cencora, Inc.
NEM / Newmont Corporation
FTNT / Fortinet, Inc.
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
QS / QuantumScape Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
FMAT / Fidelity Covington Trust - Fidelity MSCI Materials Index ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
MDLZ / Mondelez International, Inc.
V / Visa Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
MS / Morgan Stanley
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
FAST / Fastenal Company
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
MA / Mastercard Incorporated
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
EWU / iShares Trust - iShares MSCI United Kingdom ETF
LLY / Eli Lilly and Company
TROW / T. Rowe Price Group, Inc.
ESS / Essex Property Trust, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
PFE / Pfizer Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
PFFD / Global X Funds - Global X U.S. Preferred ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
PRI / Primerica, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
SU / Suncor Energy Inc.
VZ / Verizon Communications Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
GS / The Goldman Sachs Group, Inc.
THO / THOR Industries, Inc.
BX / Blackstone Inc.
MFC / Manulife Financial Corporation
WCN / Waste Connections, Inc.
UBER / Uber Technologies, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IDXX / IDEXX Laboratories, Inc.
MSCI / MSCI Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
ORCL / Oracle Corporation
MODG / Topgolf Callaway Brands Corp.
UL / Unilever PLC - Depositary Receipt (Common Stock)
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
EME / EMCOR Group, Inc.
GEV / GE Vernova Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
WSO / Watsco, Inc.
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IXN / iShares Trust - iShares Global Tech ETF
BIO / Bio-Rad Laboratories, Inc.
CDNS / Cadence Design Systems, Inc.
ICLR / ICON Public Limited Company
OGE / OGE Energy Corp.
RF / Regions Financial Corporation
ZBRA / Zebra Technologies Corporation
CHE / Chemed Corporation
GOOGL / Alphabet Inc.
XOM / Exxon Mobil Corporation
WRB / W. R. Berkley Corporation
AMD / Advanced Micro Devices, Inc.
MPWR / Monolithic Power Systems, Inc.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
SITE / SiteOne Landscape Supply, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BSY / Bentley Systems, Incorporated
PECO / Phillips Edison & Company, Inc.
GREK / Global X Funds - Global X MSCI Greece ETF
CHKP / Check Point Software Technologies Ltd.
MC / Moelis & Company
MCHP / Microchip Technology Incorporated
BEPC / Brookfield Renewable Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
CRL / Charles River Laboratories International, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
EWP / iShares, Inc. - iShares MSCI Spain ETF
AZPN / Aspen Technology, Inc.
LVO / LiveOne, Inc.
MLM / Martin Marietta Materials, Inc.
IBHG / iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
GGG / Graco Inc.
LULU / lululemon athletica inc.
GOLF / Acushnet Holdings Corp.
DFS / Discover Financial Services
TER / Teradyne, Inc.
UPS / United Parcel Service, Inc.
ICE / Intercontinental Exchange, Inc.
ENVX / Enovix Corporation
UFPI / UFP Industries, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
TTC / The Toro Company
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BUG / Global X Funds - Global X Cybersecurity ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
AON / Aon plc
MO / Altria Group, Inc.
CARR / Carrier Global Corporation
ETR / Entergy Corporation
NG / NovaGold Resources Inc.
DUK / Duke Energy Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
HRB / H&R Block, Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
DE / Deere & Company
BCAL / California BanCorp.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
ACN / Accenture plc
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
GRMN / Garmin Ltd.
LMNR / Limoneira Company
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF Call
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
PGR / The Progressive Corporation
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
ILF / iShares Trust - iShares Latin America 40 ETF
BAC / Bank of America Corporation
CAT / Caterpillar Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
OKE / ONEOK, Inc.
STNC / Hennessy Funds Trust - Hennessy Sustainable ETF
QSR / Restaurant Brands International Inc.
SBR / Sabine Royalty Trust
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ETWO / E2open Parent Holdings, Inc.
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
BRK.A / Berkshire Hathaway Inc.
QQQ / Invesco QQQ Trust, Series 1
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
JPM / JPMorgan Chase & Co.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
STZ / Constellation Brands, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
GCOR / Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
GSUS / Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
PYPL / PayPal Holdings, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CHD / Church & Dwight Co., Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
INTC / Intel Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
COPX / Global X Funds - Global X Copper Miners ETF
FI / Fiserv, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
MAR / Marriott International, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
IBHH / iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
OMF / OneMain Holdings, Inc.
DIS / The Walt Disney Company
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BMY / Bristol-Myers Squibb Company
GJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
TSLA / Tesla, Inc.
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
APH / Amphenol Corporation
SO / The Southern Company
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ABT / Abbott Laboratories
CMCSA / Comcast Corporation
CL / Colgate-Palmolive Company
FLEX / Flex Ltd.
AMT / American Tower Corporation
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
WFC / Wells Fargo & Company
MPLX / MPLX LP - Limited Partnership
ICVT / iShares Trust - iShares Convertible Bond ETF
ATAI / Atai Life Sciences N.V.
GBTC / Grayscale Bitcoin Trust (BTC)
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
LHX / L3Harris Technologies, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
DG / Dollar General Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
CRM / Salesforce, Inc.
EPR / EPR Properties
MCO / Moody's Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
WM / Waste Management, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
SCHW / The Charles Schwab Corporation
SPGI / S&P Global Inc.
NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
JNJ / Johnson & Johnson
CGXU / Capital Group International Focus Equity ETF
ADPT / Adaptive Biotechnologies Corporation
IBIF / iShares Trust - iShares iBonds Oct 2029 Term TIPS ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
INTU / Intuit Inc.
DWM / WisdomTree Trust - WisdomTree International Equity Fund
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ECL / Ecolab Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BE / Bloom Energy Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ABBV / AbbVie Inc.
APP / AppLovin Corporation
ADP / Automatic Data Processing, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
F / Ford Motor Company
MRK / Merck & Co., Inc.
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
MDY / SPDR S&P MidCap 400 ETF Trust
UNH / UnitedHealth Group Incorporated
FNF / Fidelity National Financial, Inc.
PSA / Public Storage
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
HD / The Home Depot, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
TSLX / Sixth Street Specialty Lending, Inc.
USB / U.S. Bancorp
IHI / iShares Trust - iShares U.S. Medical Devices ETF
MDB / MongoDB, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
ADBE / Adobe Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
OZ / Belpointe PREP, LLC
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
APD / Air Products and Chemicals, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
EW / Edwards Lifesciences Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
TEAD / Teads Holding Co.
FBTC / Fidelity Wise Origin Bitcoin Fund
CSX / CSX Corporation
IYF / iShares Trust - iShares U.S. Financials ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
TCHP / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
GNMA / iShares Trust - iShares GNMA Bond ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
SPY / SPDR S&P 500 ETF Call
PH / Parker-Hannifin Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
DYAI / Dyadic International, Inc.
VRSK / Verisk Analytics, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SYK / Stryker Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
BBH / VanEck ETF Trust - VanEck Biotech ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
REIT / ALPS ETF Trust - ALPS Active REIT ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
COST / Costco Wholesale Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
SPY / SPDR S&P 500 ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
CVS / CVS Health Corporation
FDS / FactSet Research Systems Inc.
KO / The Coca-Cola Company
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
ANIX / Anixa Biosciences, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
PG / The Procter & Gamble Company
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IFN / The India Fund, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VTR / Ventas, Inc.
KTOS / Kratos Defense & Security Solutions, Inc.
TDY / Teledyne Technologies Incorporated
DNB / Dun & Bradstreet Holdings, Inc.
SMG / The Scotts Miracle-Gro Company
FICO / Fair Isaac Corporation
NSC / Norfolk Southern Corporation
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
SRE / Sempra
MMC / Marsh & McLennan Companies, Inc.
PEP / PepsiCo, Inc.
MTD / Mettler-Toledo International Inc.
PEG / Public Service Enterprise Group Incorporated
FWONK / Formula One Group
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
KKR / KKR & Co. Inc.
CHH / Choice Hotels International, Inc.
ANSS / ANSYS, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
SOXX / iShares Trust - iShares Semiconductor ETF
EXPO / Exponent, Inc.
JCI / Johnson Controls International plc
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
ALC / Alcon Inc.
EFX / Equifax Inc.
DT / Dynatrace, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
FPXI / First Trust Exchange Traded Fund II - First Trust International Equity Opportunities ETF
HLNE / Hamilton Lane Incorporated
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
TEL / TE Connectivity plc
ROL / Rollins, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
LPLA / LPL Financial Holdings Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
IBB / iShares Trust - iShares Biotechnology ETF
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
WTS / Watts Water Technologies, Inc.