Market Value5,495,363,988
Total Holdings581
File Date2023-02-14
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)
CVS / CVS Health Corporation
ETN / Eaton Corporation plc
F / Ford Motor Company
AMGN / Amgen Inc.
CACC / Credit Acceptance Corporation
SLB / Schlumberger Limited
FWONK / Formula One Group
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
COF / Capital One Financial Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
GLD / SPDR Gold Trust
HIG / The Hartford Insurance Group, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MMM / 3M Company
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
WDIV / SPDR Index Shares Funds - SPDR S&P Global Dividend ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
FIS / Fidelity National Information Services, Inc.
CME / CME Group Inc.
COP / ConocoPhillips
MSCI / MSCI Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
AME / AMETEK, Inc.
TSLA / Tesla, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
SNPS / Synopsys, Inc.
EXAS / Exact Sciences Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
IBB / iShares Trust - iShares Biotechnology ETF
DOW / Dow Inc.
GIS / General Mills, Inc.
LBRDA / Liberty Broadband Corporation
NBTB / NBT Bancorp Inc.
MAR / Marriott International, Inc.
LBRDK / Liberty Broadband Corporation
GM / General Motors Company
MDT / Medtronic plc
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
DFS / Discover Financial Services
STEM / Stem, Inc.
WY / Weyerhaeuser Company
DAL / Delta Air Lines, Inc.
WMB / The Williams Companies, Inc.
DOV / Dover Corporation
ATAI / Atai Life Sciences N.V.
DVY / iShares Trust - iShares Select Dividend ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
CSX / CSX Corporation
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
PAYX / Paychex, Inc.
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
FIF / First Trust Energy Infrastructure Fund
EGBN / Eagle Bancorp, Inc.
SIRI / Sirius XM Holdings Inc.
RKT / Rocket Companies, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
RJI / AB Svensk Exportkredit - ZC SP ETN REDEEM 24/10/2022 USD 10 - 870297801
AROC / Archrock, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
TELL / Tellurian Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SHW / The Sherwin-Williams Company
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
GS / The Goldman Sachs Group, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
AUB / Atlantic Union Bankshares Corporation
GD / General Dynamics Corporation
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
INCY / Incyte Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
CAG / Conagra Brands, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
DDS / Dillard's, Inc.
URI / United Rentals, Inc.
BX / Blackstone Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DCI / Donaldson Company, Inc.
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
LNG / Cheniere Energy, Inc.
DD / DuPont de Nemours, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
CBRE / CBRE Group, Inc.
DTH / WisdomTree Trust - WisdomTree International High Dividend Fund
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
IPG / The Interpublic Group of Companies, Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
SNOW / Snowflake Inc.
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
SYY / Sysco Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DX / Dynex Capital, Inc.
JLL / Jones Lang LaSalle Incorporated
HEES / H&E Equipment Services, Inc.
US74348TAT97 / Prospect Capital Corporation Bond
PARA / Paramount Global
LNT / Alliant Energy Corporation
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
VSEC / VSE Corporation
VPU / Vanguard World Fund - Vanguard Utilities ETF
BYRN / Byrna Technologies Inc.
SG / Sweetgreen, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
CB / Chubb Limited
UPS / United Parcel Service, Inc.
MGEE / MGE Energy, Inc.
OGS / ONE Gas, Inc.
ACGL / Arch Capital Group Ltd.
IQDF / FlexShares Trust - FlexShares International Quality Dividend Index Fund
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
ET / Energy Transfer LP - Limited Partnership
FLL / Full House Resorts, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
UTG / Reaves Utility Income Fund
ROP / Roper Technologies, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
INTC / Intel Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
REET / iShares Trust - iShares Global REIT ETF
SSP / The E.W. Scripps Company
MKC / McCormick & Company, Incorporated
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
LPX / Louisiana-Pacific Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SBUX / Starbucks Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ADM / Archer-Daniels-Midland Company
IWD / iShares Trust - iShares Russell 1000 Value ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DHI / D.R. Horton, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
TFC / Truist Financial Corporation
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
J / Jacobs Solutions Inc.
NEE / NextEra Energy, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
DHR / Danaher Corporation
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
NOW / ServiceNow, Inc.
SMMD / iShares Trust - iShares Russell 2500 ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
BRK.B / Berkshire Hathaway Inc.
PEG / Public Service Enterprise Group Incorporated
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CMCSA / Comcast Corporation
EIM / Eaton Vance Municipal Bond Fund
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
TT / Trane Technologies plc
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IYE / iShares Trust - iShares U.S. Energy ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
WM / Waste Management, Inc.
NFG / National Fuel Gas Company
SLF / Sun Life Financial Inc.
AFL / Aflac Incorporated
MELI / MercadoLibre, Inc.
PRU / Prudential Financial, Inc.
CFG / Citizens Financial Group, Inc.
UNH / UnitedHealth Group Incorporated
BK / The Bank of New York Mellon Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
ENX / Eaton Vance New York Municipal Bond Fund
L / Loews Corporation
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
VRTX / Vertex Pharmaceuticals Incorporated
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
MKC.V / McCormick & Company, Incorporated
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
IP / International Paper Company
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SPGI / S&P Global Inc.
CPRX / Catalyst Pharmaceuticals, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
BMY / Bristol-Myers Squibb Company
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
MDLZ / Mondelez International, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
NSC / Norfolk Southern Corporation
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
FNB / F.N.B. Corporation
WTRG / Essential Utilities, Inc.
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
CPK / Chesapeake Utilities Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ES / Eversource Energy
MMC / Marsh & McLennan Companies, Inc.
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
USB / U.S. Bancorp
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
ECL / Ecolab Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
CTAS / Cintas Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
HDV / iShares Trust - iShares Core High Dividend ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
OXY / Occidental Petroleum Corporation
ICUI / ICU Medical, Inc.
TJX / The TJX Companies, Inc.
STEW / SRH Total Return Fund, Inc.
LFMD / LifeMD, Inc.
NVDA / NVIDIA Corporation
WEC / WEC Energy Group, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
PANW / Palo Alto Networks, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
AMP / Ameriprise Financial, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
ECOR / electroCore, Inc.
FCNCA / First Citizens BancShares, Inc.
CION / CION Investment Corporation
CNX / CNX Resources Corporation
ED / Consolidated Edison, Inc.
ROST / Ross Stores, Inc.
GALT / Galectin Therapeutics Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
GPC / Genuine Parts Company
AAPL / Apple Inc.
FI / Fiserv, Inc.
PFE / Pfizer Inc.
MRK / Merck & Co., Inc.
PLTR / Palantir Technologies Inc.
EL / The Estée Lauder Companies Inc.
BKNG / Booking Holdings Inc.
VLO / Valero Energy Corporation
GOOGL / Alphabet Inc.
ICE / Intercontinental Exchange, Inc.
CVX / Chevron Corporation
AMD / Advanced Micro Devices, Inc.
MSFT / Microsoft Corporation
GRU / AB Svensk Exportkredit - ZC SP ETN REDEEM 14/02/2023 USD 10
FENC / Fennec Pharmaceuticals Inc.
MET / MetLife, Inc.
TMUS / T-Mobile US, Inc.
BDX / Becton, Dickinson and Company
LLY / Eli Lilly and Company
ELV / Elevance Health, Inc.
WMT / Walmart Inc.
ORLY / O'Reilly Automotive, Inc.
AVGO / Broadcom Inc.
CAT / Caterpillar Inc.
RTX / RTX Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SRE / Sempra
XAIR / Beyond Air, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ROK / Rockwell Automation, Inc.
QQQ / Invesco QQQ Trust, Series 1
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
CSCO / Cisco Systems, Inc.
JPM / JPMorgan Chase & Co.
HD / The Home Depot, Inc.
SLV / iShares Silver Trust
NEM / Newmont Corporation
FDX / FedEx Corporation
PYPL / PayPal Holdings, Inc.
HRL / Hormel Foods Corporation
MTB / M&T Bank Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
POL.WS / Polished.com Inc. Warrants to Warrants to Purchase Common Stock
PH / Parker-Hannifin Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MCD / McDonald's Corporation
XOM / Exxon Mobil Corporation
PLD / Prologis, Inc.
HON / Honeywell International Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IWB / iShares Trust - iShares Russell 1000 ETF
C / Citigroup Inc.
TROW / T. Rowe Price Group, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
MA / Mastercard Incorporated
TTC / The Toro Company
TXN / Texas Instruments Incorporated
AEP / American Electric Power Company, Inc.
HPQ / HP Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
CMI / Cummins Inc.
KMI / Kinder Morgan, Inc.
CL / Colgate-Palmolive Company
DKS / DICK'S Sporting Goods, Inc.
GILD / Gilead Sciences, Inc.
DLR / Digital Realty Trust, Inc.
DE / Deere & Company
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
NOC / Northrop Grumman Corporation
WBD / Warner Bros. Discovery, Inc.
SPY / SPDR S&P 500 ETF
MTD / Mettler-Toledo International Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
KMB / Kimberly-Clark Corporation
APD / Air Products and Chemicals, Inc.
COST / Costco Wholesale Corporation
AMT / American Tower Corporation
APH / Amphenol Corporation
MU / Micron Technology, Inc.
KO / The Coca-Cola Company
CI / The Cigna Group
EMR / Emerson Electric Co.
APO / Apollo Global Management, Inc.
INTU / Intuit Inc.
CARR / Carrier Global Corporation
TGT / Target Corporation
PNC / The PNC Financial Services Group, Inc.
CRM / Salesforce, Inc.
SJM / The J. M. Smucker Company
ABT / Abbott Laboratories
FAST / Fastenal Company
SO / The Southern Company
DUK / Duke Energy Corporation
ADBE / Adobe Inc.
JNJ / Johnson & Johnson
FTNT / Fortinet, Inc.
AMZN / Amazon.com, Inc.
DLTR / Dollar Tree, Inc.
EW / Edwards Lifesciences Corporation
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
IEP / Icahn Enterprises L.P.
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
NNN / NNN REIT, Inc.
AXP / American Express Company
ATRO / Astronics Corporation
REGN / Regeneron Pharmaceuticals, Inc.
ADI / Analog Devices, Inc.
IBM / International Business Machines Corporation
EFL / Eaton Vance Floating-Rate 2022 Target Term Trust
IBCE / BlackRock Institutional Trust Company N.A. - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
SCHW / The Charles Schwab Corporation
ATRI / Atrion Corporation
DVN / Devon Energy Corporation
/ SURO CAPITAL COR
FUSE / Fusion Acquisition Corp - Class A
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
CCI / Crown Castle Inc.
US09257WAC47 / Blackstone Mtg Tr Inc Bond
CA29287W1023 / ENGINE GAMING AND MEDIA INC
US85571BAH87 / Starwood Property Trust Inc Bond
US19624RAA41 / Colony Capital, Inc. Bond
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
MTTR / Matterport, Inc.
INDS / Pacer Funds Trust - Pacer Industrial Real Estate ETF
BAM / Brookfield Asset Management Ltd.
IBDN / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Corporate ETF
US31187R1005 / Fast Radius Inc
IL0011839383 / Alpha Tau Medical Ltd.
GPN / Global Payments Inc.
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
CUBE / CubeSmart
BSJM / Invesco Capital Management LLC - Invesco BulletShares 2022 High Yield Corporate Bond ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
EFT / Eaton Vance Floating-Rate Income Trust
SIEN / Sientra, Inc.
RWT / Redwood Trust, Inc.
BSCM / Invesco Capital Management LLC - Invesco BulletShares 2022 Corporate Bond ETF
ZETA / Zeta Global Holdings Corp.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
ATVI / Activision Blizzard Inc
TD / The Toronto-Dominion Bank
KMX / CarMax, Inc.
EOG / EOG Resources, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
IBTD / iShares Trust - iShares iBonds Dec 2023 Term Treasury ETF
EXC / Exelon Corporation
SPDN / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 1X Shares
HLN / Haleon plc - Depositary Receipt (Common Stock)
GAP / The Gap, Inc.
DB / Deutsche Bank Aktiengesellschaft
NKE / NIKE, Inc.
UNP / Union Pacific Corporation
WRK / WestRock Company
MPC / Marathon Petroleum Corporation
HNDL / Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF
ACN / Accenture plc
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
BSJN / Invesco BulletShares 2023 High Yield Corporate Bond ETF
HUM / Humana Inc.
BWA / BorgWarner Inc.
SWK / Stanley Black & Decker, Inc.
ACHR / Archer Aviation Inc.
MCO / Moody's Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
IT / Gartner, Inc.
SASR / Sandy Spring Bancorp, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SDIV / Global X Funds - Global X SuperDividend ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
LRCX / Lam Research Corporation
BIIB / Biogen Inc.
MRNA / Moderna, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
MMP / Magellan Midstream Partners L.P.
C.WSA / Citigroup, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
ABB / ABB Ltd. - ADR
NNY / Nuveen New York Municipal Value Fund
FRGI / Fiesta Restaurant Group Inc
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
PTRS / Partners Bancorp
IRT / Independence Realty Trust, Inc.
SGFY / Signify Health Inc - Class A
PSX / Phillips 66
FCX / Freeport-McMoRan Inc.
LIN / Linde plc
ON / ON Semiconductor Corporation
ATIP / ATI Physical Therapy, Inc.
OSH / Oak Street Health Inc
VICR / Vicor Corporation
MBB / iShares Trust - iShares MBS ETF
INTF / iShares Trust - iShares International Equity Factor ETF
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
GE / General Electric Company
AUID / authID Inc.
PCTI / PCTEL, Inc.
DINO / HF Sinclair Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IAU / iShares Gold Trust
FL / Foot Locker, Inc.
QCOM / QUALCOMM Incorporated
OSS / One Stop Systems, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
TRP / TC Energy Corporation
PEP / PepsiCo, Inc.
META / Meta Platforms, Inc.
LH / Labcorp Holdings Inc.
UE / Urban Edge Properties
BBH / VanEck ETF Trust - VanEck Biotech ETF
KHC / The Kraft Heinz Company
LOW / Lowe's Companies, Inc.
MO / Altria Group, Inc.
SYK / Stryker Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
DIS / The Walt Disney Company
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
UP / Wheels Up Experience Inc.
NAD / Nuveen Quality Municipal Income Fund
PAA / Plains All American Pipeline, L.P. - Limited Partnership
TRV / The Travelers Companies, Inc.
UBSI / United Bankshares, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF
VMC / Vulcan Materials Company
ALL / The Allstate Corporation
PM / Philip Morris International Inc.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
IYW / iShares Trust - iShares U.S. Technology ETF
NFLX / Netflix, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
AWK / American Water Works Company, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AON / Aon plc
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
ORCL / Oracle Corporation
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
OSK / Oshkosh Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BIT / BlackRock Multi-Sector Income Trust
IWV / iShares Trust - iShares Russell 3000 ETF
IEV / iShares Trust - iShares Europe ETF
GOOG / Alphabet Inc.
PGR / The Progressive Corporation
KLAC / KLA Corporation
ENB / Enbridge Inc.
BAX / Baxter International Inc.
AAL / American Airlines Group Inc.
ABBV / AbbVie Inc.
VZ / Verizon Communications Inc.
BAC / Bank of America Corporation
CEG / Constellation Energy Corporation
LYB / LyondellBasell Industries N.V.
TMO / Thermo Fisher Scientific Inc.
UAL / United Airlines Holdings, Inc.
ADP / Automatic Data Processing, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PG / The Procter & Gamble Company
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
LMT / Lockheed Martin Corporation
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
WFC / Wells Fargo & Company
MCK / McKesson Corporation
MEC / Mayville Engineering Company, Inc.
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
HSY / The Hershey Company
GLW / Corning Incorporated
OTIS / Otis Worldwide Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MS / Morgan Stanley
YUM / Yum! Brands, Inc.
UGI / UGI Corporation
MLM / Martin Marietta Materials, Inc.
ISRG / Intuitive Surgical, Inc.
GWW / W.W. Grainger, Inc.
CHH / Choice Hotels International, Inc.
CTO / CTO Realty Growth, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IXN / iShares Trust - iShares Global Tech ETF
CHD / Church & Dwight Co., Inc.
WSBC / WesBanco, Inc.
D / Dominion Energy, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
TIP / iShares Trust - iShares TIPS Bond ETF
IDXX / IDEXX Laboratories, Inc.
OKE / ONEOK, Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
JCI / Johnson Controls International plc
T / AT&T Inc.
V / Visa Inc.
FRT / Federal Realty Investment Trust
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
ITW / Illinois Tool Works Inc.
BSX / Boston Scientific Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
LAMR / Lamar Advertising Company
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
RJF / Raymond James Financial, Inc.
BA / The Boeing Company
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ATO / Atmos Energy Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
CTVA / Corteva, Inc.
AMAT / Applied Materials, Inc.