Market Value392,125,290
Total Holdings516
File Date2024-10-18
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)
AMZN / Amazon.com, Inc.
AEP / American Electric Power Company, Inc.
JJSF / J&J Snack Foods Corp.
HLNE / Hamilton Lane Incorporated
BOX / Box, Inc.
MGM / MGM Resorts International
MRK / Merck & Co., Inc.
VRTX / Vertex Pharmaceuticals Incorporated
SNCY / Sun Country Airlines Holdings, Inc.
KVUE / Kenvue Inc.
WAB / Westinghouse Air Brake Technologies Corporation
AKAM / Akamai Technologies, Inc.
F / Ford Motor Company
YUM / Yum! Brands, Inc.
PLUG / Plug Power Inc.
UNP / Union Pacific Corporation
VZ / Verizon Communications Inc.
GNRC / Generac Holdings Inc.
NEE / NextEra Energy, Inc.
PNW / Pinnacle West Capital Corporation
QS / QuantumScape Corporation
FDX / FedEx Corporation
EZA / iShares, Inc. - iShares MSCI South Africa ETF
KTB / Kontoor Brands, Inc.
NKLAQ / Nikola Corporation
ILCV / iShares Trust - iShares Morningstar Value ETF
SAH / Sonic Automotive, Inc.
FTRE / Fortrea Holdings Inc.
CHD / Church & Dwight Co., Inc.
ET / Energy Transfer LP - Limited Partnership
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VNM / VanEck ETF Trust - VanEck Vietnam ETF
PLD / Prologis, Inc.
LHX / L3Harris Technologies, Inc.
PRU / Prudential Financial, Inc.
EOLS / Evolus, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
MDY / SPDR S&P MidCap 400 ETF Trust
NDAQ / Nasdaq, Inc.
NVDA / NVIDIA Corporation Call
CRM / Salesforce, Inc.
DINO / HF Sinclair Corporation
HD / The Home Depot, Inc.
ON / ON Semiconductor Corporation
TAP / Molson Coors Beverage Company
SOUN / SoundHound AI, Inc.
AON / Aon plc
DLTR / Dollar Tree, Inc.
PFE / Pfizer Inc.
PH / Parker-Hannifin Corporation
IBTX / Independent Bank Group, Inc.
GPC / Genuine Parts Company
REGN / Regeneron Pharmaceuticals, Inc.
BRBR / BellRing Brands, Inc.
SIRI / Sirius XM Holdings Inc.
SM / SM Energy Company
SUPN / Supernus Pharmaceuticals, Inc.
C / Citigroup Inc.
DD / DuPont de Nemours, Inc.
AHH / Armada Hoffler Properties, Inc.
FAST / Fastenal Company
ABM / ABM Industries Incorporated
KALU / Kaiser Aluminum Corporation
AAPL / Apple Inc.
IRT / Independence Realty Trust, Inc.
PR / Permian Resources Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MAR / Marriott International, Inc.
ISRG / Intuitive Surgical, Inc.
SEIC / SEI Investments Company
AMGN / Amgen Inc.
IBM / International Business Machines Corporation
HUN / Huntsman Corporation
KRP / Kimbell Royalty Partners, LP - Limited Partnership
BWIN / The Baldwin Insurance Group, Inc.
MYRG / MYR Group Inc.
INDB / Independent Bank Corp.
CWAN / Clearwater Analytics Holdings, Inc.
CHCO / City Holding Company
OABI / OmniAb, Inc.
PPBI / Pacific Premier Bancorp, Inc.
INST / Instructure Holdings, Inc.
SPT / Sprout Social, Inc.
SSB / SouthState Corporation
FOLD / Amicus Therapeutics, Inc.
AMRC / Ameresco, Inc.
FIBK / First Interstate BancSystem, Inc.
EAT / Brinker International, Inc.
FCPT / Four Corners Property Trust, Inc.
ZD / Ziff Davis, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
LULU / lululemon athletica inc.
IMRN / Immuron Limited - Depositary Receipt (Common Stock)
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
RCL / Royal Caribbean Cruises Ltd.
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
AAL / American Airlines Group Inc.
ZVRA / Zevra Therapeutics, Inc.
BFA / Brown-Forman Corp. - Class A
LRCX / Lam Research Corporation
ESS / Essex Property Trust, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
C.WSA / Citigroup, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
GIB / CGI Inc.
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
AVTR / Avantor, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
MMM / 3M Company
NET / Cloudflare, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
MCHP / Microchip Technology Incorporated
MU / Micron Technology, Inc.
AMAT / Applied Materials, Inc.
INTC / Intel Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
PM / Philip Morris International Inc.
CVS / CVS Health Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
SYK / Stryker Corporation
YETI / YETI Holdings, Inc.
BAC / Bank of America Corporation
DAL / Delta Air Lines, Inc.
SNOW / Snowflake Inc.
AFL / Aflac Incorporated
KMB / Kimberly-Clark Corporation
COIN / Coinbase Global, Inc.
MMC / Marsh & McLennan Companies, Inc.
LH / Labcorp Holdings Inc.
GLD / SPDR Gold Trust
ZM / Zoom Communications Inc.
CYBR / CyberArk Software Ltd.
LESL / Leslie's, Inc.
FSLR / First Solar, Inc.
USB / U.S. Bancorp
COP / ConocoPhillips
HSY / The Hershey Company
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
ITW / Illinois Tool Works Inc.
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
ELV / Elevance Health, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ECL / Ecolab Inc.
PCAR / PACCAR Inc
11L / Canopy Growth Corporation
BYND / Beyond Meat, Inc.
TMO / Thermo Fisher Scientific Inc.
ORCL / Oracle Corporation
ADSK / Autodesk, Inc.
LIN / Linde plc
ONON / On Holding AG
HCA / HCA Healthcare, Inc.
EXLS / ExlService Holdings, Inc.
TMUS / T-Mobile US, Inc.
PTEN / Patterson-UTI Energy, Inc.
BA / The Boeing Company
ARCB / ArcBest Corporation
GOOGL / Alphabet Inc.
ABT / Abbott Laboratories
PGR / The Progressive Corporation
GEHC / GE HealthCare Technologies Inc.
MCK / McKesson Corporation
SCLX / Scilex Holding Company
PARA / Paramount Global
IAU / iShares Gold Trust
CC / The Chemours Company
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
ATKR / Atkore Inc.
ASGN / ASGN Incorporated
ATNI / ATN International, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
HPE / Hewlett Packard Enterprise Company
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
FCX / Freeport-McMoRan Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
JNJ / Johnson & Johnson
TMSL / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
TXG / 10x Genomics, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
DPZ / Domino's Pizza, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
GTX / Garrett Motion Inc.
OMC / Omnicom Group Inc.
PSX / Phillips 66
NCLH / Norwegian Cruise Line Holdings Ltd.
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
MSI / Motorola Solutions, Inc.
DTE / DTE Energy Company
EXPD / Expeditors International of Washington, Inc.
RINC / Investment Managers Series Trust II - AXS Real Estate Income ETF
UAL / United Airlines Holdings, Inc.
NMRK / Newmark Group, Inc.
PAYX / Paychex, Inc.
PNC / The PNC Financial Services Group, Inc.
WSBC / WesBanco, Inc.
KRNT / Kornit Digital Ltd.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
NMIH / NMI Holdings, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
DKS / DICK'S Sporting Goods, Inc.
HIBB / Hibbett, Inc.
AIT / Applied Industrial Technologies, Inc.
SLAB / Silicon Laboratories Inc.
RPD / Rapid7, Inc.
LZB / La-Z-Boy Incorporated
HEES / H&E Equipment Services, Inc.
HALO / Halozyme Therapeutics, Inc.
KWR / Quaker Chemical Corporation
CNMD / CONMED Corporation
VLY / Valley National Bancorp
CWST / Casella Waste Systems, Inc.
FFBC / First Financial Bancorp.
FBNC / First Bancorp
FA / First Advantage Corporation
UBER / Uber Technologies, Inc. Call
KRG / Kite Realty Group Trust
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
INSW / International Seaways, Inc.
OMCL / Omnicell, Inc.
PCRX / Pacira BioSciences, Inc.
UIS / Unisys Corporation
ASB / Associated Banc-Corp
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
ALG / Alamo Group Inc.
OSW / OneSpaWorld Holdings Limited
DAN / Dana Incorporated
SBUX / Starbucks Corporation
BLD / TopBuild Corp.
ICHR / Ichor Holdings, Ltd.
WK / Workiva Inc.
ROAD / Construction Partners, Inc.
HDSN / Hudson Technologies, Inc.
MDXG / MiMedx Group, Inc.
HUBG / Hub Group, Inc.
TMHC / Taylor Morrison Home Corporation
BCC / Boise Cascade Company
MMSI / Merit Medical Systems, Inc.
SMTC / Semtech Corporation
WNS / WNS (Holdings) Limited
SPSC / SPS Commerce, Inc.
QQQ / Invesco QQQ Trust, Series 1
LXP / LXP Industrial Trust
GTLS / Chart Industries, Inc.
TFX / Teleflex Incorporated
WOR / Worthington Enterprises, Inc.
ATRC / AtriCure, Inc.
ADI / Analog Devices, Inc.
UCBI / United Community Banks, Inc.
PBH / Prestige Consumer Healthcare Inc.
MTX / Minerals Technologies Inc.
MXL / MaxLinear, Inc.
VRNS / Varonis Systems, Inc.
IMAX / IMAX Corporation
BPMC / Blueprint Medicines Corporation
ZWS / Zurn Elkay Water Solutions Corporation
WSFS / WSFS Financial Corporation
VRNT / Verint Systems Inc.
PTMN / BCP Investment Corp.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
SR / Spire Inc.
CMCO / Columbus McKinnon Corporation
SHOO / Steven Madden, Ltd.
BGR / BlackRock Energy and Resources Trust
EFSC / Enterprise Financial Services Corp
LGND / Ligand Pharmaceuticals Incorporated
CWK / Cushman & Wakefield plc
TMDX / TransMedics Group, Inc.
LNTH / Lantheus Holdings, Inc.
ABR / Arbor Realty Trust, Inc.
AXSM / Axsome Therapeutics, Inc.
PRGS / Progress Software Corporation
URBN / Urban Outfitters, Inc.
QTWO / Q2 Holdings, Inc.
PJT / PJT Partners Inc.
PECO / Phillips Edison & Company, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
CNO / CNO Financial Group, Inc.
JGH / Nuveen Global High Income Fund
VTV / Vanguard Index Funds - Vanguard Value ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
DFS / Discover Financial Services
NEO / NeoGenomics, Inc.
ESNT / Essent Group Ltd.
AMC / AMC Entertainment Holdings, Inc.
AORT / Artivion, Inc.
DTM / DT Midstream, Inc.
STNG / Scorpio Tankers Inc.
AGIO / Agios Pharmaceuticals, Inc.
EPRT / Essential Properties Realty Trust, Inc.
DRH / DiamondRock Hospitality Company
BROS / Dutch Bros Inc.
BXMX / Nuveen S&P 500 Buy-Write Income Fund
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
ONB / Old National Bancorp
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
AOD / Abrdn Total Dynamic Dividend Fund
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
UBER / Uber Technologies, Inc.
PII / Polaris Inc.
OXY / Occidental Petroleum Corporation
WMT / Walmart Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
ASIX / AdvanSix Inc.
MCD / McDonald's Corporation
FSS / Federal Signal Corporation
YELP / Yelp Inc.
UA / Under Armour, Inc.
XOM / Exxon Mobil Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
MTSI / MACOM Technology Solutions Holdings, Inc.
CHUY / Chuy's Holdings, Inc.
BX / Blackstone Inc.
MEG / Montrose Environmental Group, Inc.
BSM / Black Stone Minerals, L.P. - Limited Partnership
BIGZ / BlackRock Innovation and Growth Term Trust
HIMX / Himax Technologies, Inc. - Depositary Receipt (Common Stock)
BOE / BlackRock Enhanced Global Dividend Trust
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SCHW / The Charles Schwab Corporation
ITCI / Intra-Cellular Therapies, Inc.
HELE / Helen of Troy Limited
GRAL / GRAIL, Inc.
STER / Sterling Check Corp.
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
SWN / Southwestern Energy Company
JACK / Jack in the Box Inc.
MGY / Magnolia Oil & Gas Corporation
AZTA / Azenta, Inc.
NKE / NIKE, Inc.
TVTX / Travere Therapeutics, Inc.
TRNO / Terreno Realty Corporation
ABBV / AbbVie Inc.
ARDX / Ardelyx, Inc.
NWE / NorthWestern Energy Group, Inc.
TFC / Truist Financial Corporation
BKH / Black Hills Corporation
MBUU / Malibu Boats, Inc.
ADC / Agree Realty Corporation
NUE / Nucor Corporation
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
SIGI / Selective Insurance Group, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
GT / The Goodyear Tire & Rubber Company
CMDY / iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF
SPY / SPDR S&P 500 ETF
MSFT / Microsoft Corporation
AXP / American Express Company
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
GM / General Motors Company
KHC / The Kraft Heinz Company
SOFI / SoFi Technologies, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
BRCC / BRC Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
WDAY / Workday, Inc.
DOW / Dow Inc.
CMG / Chipotle Mexican Grill, Inc.
BBWI / Bath & Body Works, Inc.
GILD / Gilead Sciences, Inc.
VOTE / TCW ETF Trust - TCW Transform 500 ETF
NFE / New Fortress Energy Inc.
JCI / Johnson Controls International plc
PFG / Principal Financial Group, Inc.
CSCO / Cisco Systems, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
ESE / ESCO Technologies Inc.
ILMN / Illumina, Inc.
LEN / Lennar Corporation
BHF / Brighthouse Financial, Inc.
EIX / Edison International
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
HST / Host Hotels & Resorts, Inc.
COF / Capital One Financial Corporation
RPM / RPM International Inc.
GEV / GE Vernova Inc.
EWM / iShares, Inc. - iShares MSCI Malaysia ETF
KAI / Kadant Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
KLAC / KLA Corporation
GE / General Electric Company
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CI / The Cigna Group
CCL / Carnival Corporation & plc
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CAT / Caterpillar Inc.
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
DRLL / EA Series Trust - Strive U.S. Energy ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
TIP / iShares Trust - iShares TIPS Bond ETF
BDX / Becton, Dickinson and Company
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
MS / Morgan Stanley
ENB / Enbridge Inc.
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
IBIT / iShares Bitcoin Trust ETF
GSG / iShares S&P GSCI Commodity-Indexed Trust
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
BETZ / Listed Funds Trust - Roundhill Sports Betting & iGaming ETF
CLF / Cleveland-Cliffs Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
COHR / Coherent Corp.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
WERN / Werner Enterprises, Inc.
HBAN / Huntington Bancshares Incorporated
NLY / Annaly Capital Management, Inc.
CRSP / CRISPR Therapeutics AG
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MFC / Manulife Financial Corporation
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
V / Visa Inc.
CCI / Crown Castle Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
WOMN / Tidal Trust III - Impact Shares Women's Empowerment ETF
ADP / Automatic Data Processing, Inc.
HAL / Halliburton Company
SHEL / Shell plc - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
QCOM / QUALCOMM Incorporated
BRK.B / Berkshire Hathaway Inc.
PG / The Procter & Gamble Company
WS / Worthington Steel, Inc.
VTR / Ventas, Inc.
WBD / Warner Bros. Discovery, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
TGT / Target Corporation
INSM / Insmed Incorporated
TGLS / Tecnoglass Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DBRG / DigitalBridge Group, Inc.
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
CHW / Calamos Global Dynamic Income Fund
DUK / Duke Energy Corporation
FTV / Fortive Corporation
PEBO / Peoples Bancorp Inc.
BA / The Boeing Company Call
CMCSA / Comcast Corporation
SO / The Southern Company
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
TRI / Thomson Reuters Corporation
TSLA / Tesla, Inc.
NOC / Northrop Grumman Corporation
DELL / Dell Technologies Inc.
SLV / iShares Silver Trust
KODK / Eastman Kodak Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
NFLX / Netflix, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
RRC / Range Resources Corporation
DLR / Digital Realty Trust, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
DE / Deere & Company
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
AVAV / AeroVironment, Inc.
ETN / Eaton Corporation plc
MRNA / Moderna, Inc.
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
FRDM / EA Series Trust - Freedom 100 Emerging Markets ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
WM / Waste Management, Inc.
UPS / United Parcel Service, Inc.
MDT / Medtronic plc
DG / Dollar General Corporation
DHR / Danaher Corporation
UNH / UnitedHealth Group Incorporated
NNN / NNN REIT, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
ACN / Accenture plc
CB / Chubb Limited
FIS / Fidelity National Information Services, Inc.
INDA / iShares Trust - iShares MSCI India ETF
DOV / Dover Corporation
FTNT / Fortinet, Inc.
GD / General Dynamics Corporation
MAS / Masco Corporation
WPM / Wheaton Precious Metals Corp.
KKR / KKR & Co. Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
COR / Cencora, Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
ACHV / Achieve Life Sciences, Inc.
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
LMT / Lockheed Martin Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
WBA / Walgreens Boots Alliance, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
FSK / FS KKR Capital Corp.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CINF / Cincinnati Financial Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MDLZ / Mondelez International, Inc.
SMG / The Scotts Miracle-Gro Company
MA / Mastercard Incorporated
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
MAIN / Main Street Capital Corporation
CMA / Comerica Incorporated
T / AT&T Inc.
CMS / CMS Energy Corporation
META / Meta Platforms, Inc.
KMI / Kinder Morgan, Inc.
MNST / Monster Beverage Corporation
SOLV / Solventum Corporation
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
STLA / Stellantis N.V.
VTRS / Viatris Inc.
CTVA / Corteva, Inc.
WFC / Wells Fargo & Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
APD / Air Products and Chemicals, Inc.
PEP / PepsiCo, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
CEG / Constellation Energy Corporation
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
DJT / Trump Media & Technology Group Corp.
TXN / Texas Instruments Incorporated
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
JRI / Nuveen Real Asset Income and Growth Fund
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
FE / FirstEnergy Corp.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
REZI / Resideo Technologies, Inc.
WYY / WidePoint Corporation
SYY / Sysco Corporation
KBH / KB Home
RTX / RTX Corporation
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
LLY / Eli Lilly and Company
NVDA / NVIDIA Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
OMI / Owens & Minor, Inc.
EGP / EastGroup Properties, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
AM / Antero Midstream Corporation
RJF / Raymond James Financial, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PLTR / Palantir Technologies Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
CERS / Cerus Corporation
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
RKT / Rocket Companies, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
FDS / FactSet Research Systems Inc.
KO / The Coca-Cola Company
IWN / iShares Trust - iShares Russell 2000 Value ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
PANW / Palo Alto Networks, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
WEC / WEC Energy Group, Inc.
AVGO / Broadcom Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
HPQ / HP Inc.
LOW / Lowe's Companies, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CVX / Chevron Corporation
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SYM / Symbotic Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
EXAI / Exscientia plc - Depositary Receipt (Common Stock)
NURO / NeuroMetrix, Inc.
LEV / The Lion Electric Company
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SUM / Summit Materials, Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
GOOG / Alphabet Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
COST / Costco Wholesale Corporation
GIS / General Mills, Inc.
SRI / Stoneridge, Inc.
BFB / Brown-Forman Corp. - Class B
BTZ / BlackRock Credit Allocation Income Trust
ICLN / iShares Trust - iShares Global Clean Energy ETF
JPM / JPMorgan Chase & Co.
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
KMX / CarMax, Inc.
PYPL / PayPal Holdings, Inc.
BMY / Bristol-Myers Squibb Company
ROP / Roper Technologies, Inc.
COLB / Columbia Banking System, Inc.
MO / Altria Group, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
DIS / The Walt Disney Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
ARTY / iShares Trust - iShares Future AI & Tech ETF
IBLC / iShares Trust - iShares Blockchain and Tech ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
WCEO / Two Roads Shared Trust - Hypatia Women CEO ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
GSBD / Goldman Sachs BDC, Inc.
XYZ / Block, Inc.
INGR / Ingredion Incorporated
D / Dominion Energy, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
HON / Honeywell International Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
SHOP / Shopify Inc.
NXPI / NXP Semiconductors N.V.
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
ETSY / Etsy, Inc.
AEM / Agnico Eagle Mines Limited
ALDX / Aldeyra Therapeutics, Inc.
HUBS / HubSpot, Inc.
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
GOLD / Barrick Mining Corporation
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
LUV / Southwest Airlines Co.
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
QQMG / Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
UWMC / UWM Holdings Corporation
YUMC / Yum China Holdings, Inc.
NSC / Norfolk Southern Corporation
EXC / Exelon Corporation
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
POST / Post Holdings, Inc.
RSG / Republic Services, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
LCID / Lucid Group, Inc.
ALGT / Allegiant Travel Company
MPC / Marathon Petroleum Corporation
IRBT / iRobot Corporation
AVY / Avery Dennison Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund