Market Value3,022,066,376
Total Holdings559
File Date2024-02-06
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)
AMD / Advanced Micro Devices, Inc.
BAH / Booz Allen Hamilton Holding Corporation
LH / Labcorp Holdings Inc.
PRU / Prudential Financial, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
KRYS / Krystal Biotech, Inc.
JNJ / Johnson & Johnson
DVY / iShares Trust - iShares Select Dividend ETF
RMD / ResMed Inc.
TNET / TriNet Group, Inc.
GPC / Genuine Parts Company
IYF / iShares Trust - iShares U.S. Financials ETF
WAT / Waters Corporation
BJ / BJ's Wholesale Club Holdings, Inc.
ANET / Arista Networks Inc
AVGO / Broadcom Inc.
VNO / Vornado Realty Trust
QQQ / Invesco QQQ Trust, Series 1
F / Ford Motor Company
CI / The Cigna Group
MRO / Marathon Oil Corporation
XEL / Xcel Energy Inc.
DXCM / DexCom, Inc.
CCL / Carnival Corporation & plc
PEG / Public Service Enterprise Group Incorporated
WBA / Walgreens Boots Alliance, Inc.
KREF / KKR Real Estate Finance Trust Inc.
CNC / Centene Corporation
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
TKR / The Timken Company
TRV / The Travelers Companies, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
NOC / Northrop Grumman Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
BRK.A / Berkshire Hathaway Inc.
MYI / BlackRock MuniYield Quality Fund III, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
BHF / Brighthouse Financial, Inc.
HSIC / Henry Schein, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
GILD / Gilead Sciences, Inc.
L / Loews Corporation
TDY / Teledyne Technologies Incorporated
ADM / Archer-Daniels-Midland Company
IIM / Invesco Value Municipal Income Trust
TSLA / Tesla, Inc.
OXY / Occidental Petroleum Corporation
PXD / Pioneer Natural Resources Company
BFK / BlackRock Municipal Income Trust
BLE / BlackRock Municipal Income Trust II
LCII / LCI Industries
SIRI / Sirius XM Holdings Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
MVF / BlackRock MuniVest Fund, Inc.
ASTSW / AST SpaceMobile Inc - Warrants (06/04/2026)
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
FLYW / Flywire Corporation
ATVI / Activision Blizzard Inc
NVG / Nuveen AMT-Free Municipal Credit Income Fund
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
CABO / Cable One, Inc.
FCF / First Commonwealth Financial Corporation
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
KTF / DWS Municipal Income Trust
SLF / Sun Life Financial Inc.
ZIOP / Alaunos Therapeutics Inc
MIY / BlackRock MuniYield Michigan Quality Fund, Inc.
THO / THOR Industries, Inc.
FAZE / FaZe Holdings Inc.
EWG / iShares, Inc. - iShares MSCI Germany ETF
VRM / Vroom, Inc.
NATI / National Instruments Corp.
TIP / iShares Trust - iShares TIPS Bond ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
FREY / FREYR Battery, Inc.
ZIP / ZipRecruiter, Inc.
/ JASPER THERAPEUTICS INC
BRDG / Bridge Investment Group Holdings Inc.
MUJ / BlackRock MuniHoldings New Jersey Quality Fund, Inc.
BYM / BlackRock Municipal Income Quality Trust
KVSB / Khosla Ventures Acquisition Co II - Class A
MMYT / MakeMyTrip Limited
LHX / L3Harris Technologies, Inc.
BA / The Boeing Company
PSX / Phillips 66
WMB / The Williams Companies, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
MAS / Masco Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
BAC / Bank of America Corporation
STLD / Steel Dynamics, Inc.
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
CNM / Core & Main, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
NSC / Norfolk Southern Corporation
STZ / Constellation Brands, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MMC / Marsh & McLennan Companies, Inc.
WELL / Welltower Inc.
PEP / PepsiCo, Inc.
PR / Permian Resources Corporation
AON / Aon plc
TXN / Texas Instruments Incorporated
GLRE / Greenlight Capital Re, Ltd.
HAL / Halliburton Company
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
DOCU / DocuSign, Inc.
EW / Edwards Lifesciences Corporation
TMC / TMC the metals company Inc.
MPW / Medical Properties Trust, Inc.
FCX / Freeport-McMoRan Inc.
IAU / iShares Gold Trust
IWB / iShares Trust - iShares Russell 1000 ETF
MQY / BlackRock MuniYield Quality Fund, Inc.
AAPL / Apple Inc.
OKE / ONEOK, Inc.
OLLI / Ollie's Bargain Outlet Holdings, Inc.
EL / The Estée Lauder Companies Inc.
ALSN / Allison Transmission Holdings, Inc.
EDAP / EDAP TMS S.A. - Depositary Receipt (Common Stock)
RCL / Royal Caribbean Cruises Ltd.
KDP / Keurig Dr Pepper Inc.
FAST / Fastenal Company
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MET / MetLife, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
WM / Waste Management, Inc.
SBAC / SBA Communications Corporation
D / Dominion Energy, Inc.
HQY / HealthEquity, Inc.
IPG / The Interpublic Group of Companies, Inc.
GOOGL / Alphabet Inc.
FCFS / FirstCash Holdings, Inc.
MLM / Martin Marietta Materials, Inc.
KMI / Kinder Morgan, Inc.
ROP / Roper Technologies, Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
AEP / American Electric Power Company, Inc.
TGT / Target Corporation
ASB / Associated Banc-Corp
CSCO / Cisco Systems, Inc.
IQV / IQVIA Holdings Inc.
PCH / PotlatchDeltic Corporation
NKX / Nuveen California AMT-Free Quality Municipal Income Fund
SHOP / Shopify Inc.
ACET / Adicet Bio, Inc.
DVA / DaVita Inc.
ACN / Accenture plc
ULTA / Ulta Beauty, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
UNH / UnitedHealth Group Incorporated
TRS / TriMas Corporation
PGEN / Precigen, Inc.
SLM / SLM Corporation
ASHR / DBX ETF Trust - Xtrackers Harvest CSI 300 China A-Shares ETF
ABBV / AbbVie Inc.
CEG / Constellation Energy Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
GOOG / Alphabet Inc.
SO / The Southern Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
KLAC / KLA Corporation
ABNB / Airbnb, Inc.
GD / General Dynamics Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AME / AMETEK, Inc.
ON / ON Semiconductor Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
BILL / BILL Holdings, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
WFC / Wells Fargo & Company
LLY / Eli Lilly and Company
IWM / iShares Trust - iShares Russell 2000 ETF
AFL / Aflac Incorporated
USB / U.S. Bancorp
TDG / TransDigm Group Incorporated
ANSS / ANSYS, Inc.
ZTS / Zoetis Inc.
MA / Mastercard Incorporated
MO / Altria Group, Inc.
MMM / 3M Company
APO / Apollo Global Management, Inc.
TWLO / Twilio Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
CRM / Salesforce, Inc.
META / Meta Platforms, Inc.
ABT / Abbott Laboratories
WU / The Western Union Company
PFE / Pfizer Inc.
DASH / DoorDash, Inc.
VKI / Invesco Advantage Municipal Income Trust II
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
MMU / Western Asset Managed Municipals Fund Inc.
LULU / lululemon athletica inc.
DRTS / Alpha Tau Medical Ltd.
PMX / PIMCO Municipal Income Fund III
MYD / BlackRock MuniYield Fund, Inc.
MUE / BlackRock MuniHoldings Quality Fund II, Inc.
VKQ / Invesco Municipal Trust
PML / PIMCO Municipal Income Fund II
PCK / PIMCO California Municipal Income Fund II
PPG / PPG Industries, Inc.
ITT / ITT Inc.
SMAR / Smartsheet Inc.
BIVI / BioVie Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
LOB / Live Oak Bancshares, Inc.
RTX / RTX Corporation
KKR / KKR & Co. Inc.
CEF / Sprott Physical Gold and Silver Trust
DHI / D.R. Horton, Inc.
PTON / Peloton Interactive, Inc.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
NSIT / Insight Enterprises, Inc.
ACGL / Arch Capital Group Ltd.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
MHD / BlackRock MuniHoldings Fund, Inc.
LGIH / LGI Homes, Inc.
LVRO / Lavoro Limited
ATNI / ATN International, Inc.
PMO / Putnam Municipal Opportunities Trust
NKE / NIKE, Inc.
STCN / Steel Connect, Inc.
LNG / Cheniere Energy, Inc.
WCN / Waste Connections, Inc.
VLY / Valley National Bancorp
CARR / Carrier Global Corporation
FI / Fiserv, Inc.
T / AT&T Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
KCCA / KraneShares Trust - KraneShares California Carbon Allowance Strategy ETF
RITM / Rithm Capital Corp.
VGM / Invesco Trust for Investment Grade Municipals
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
RAMP / LiveRamp Holdings, Inc.
AGNC / AGNC Investment Corp.
NZF / Nuveen Municipal Credit Income Fund
OKTA / Okta, Inc.
JPM / JPMorgan Chase & Co.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
SSD / Simpson Manufacturing Co., Inc.
LBRDK / Liberty Broadband Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ISRG / Intuitive Surgical, Inc.
DOW / Dow Inc.
ADI / Analog Devices, Inc.
ARW / Arrow Electronics, Inc.
BRK.B / Berkshire Hathaway Inc.
WES / Western Midstream Partners, LP - Limited Partnership
CSGP / CoStar Group, Inc.
SYK / Stryker Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
HIG / The Hartford Insurance Group, Inc.
KMB / Kimberly-Clark Corporation
VTRS / Viatris Inc.
ITW / Illinois Tool Works Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
ATR / AptarGroup, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
GRN / iPath Series B Carbon ETN
NVT / nVent Electric plc
LZ / LegalZoom.com, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
FBIN / Fortune Brands Innovations, Inc.
TACT / TransAct Technologies Incorporated
MCD / McDonald's Corporation
AR / Antero Resources Corporation
STBA / S&T Bancorp, Inc.
G / Genpact Limited
ADSK / Autodesk, Inc.
VZ / Verizon Communications Inc.
EAF / GrafTech International Ltd.
SBR / Sabine Royalty Trust
ED / Consolidated Edison, Inc.
EXC / Exelon Corporation
ODFL / Old Dominion Freight Line, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BIPC / Brookfield Infrastructure Corporation
DCI / Donaldson Company, Inc.
GIS / General Mills, Inc.
BFA / Brown-Forman Corp. - Class A
AMT / American Tower Corporation
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
LYB / LyondellBasell Industries N.V.
PLXS / Plexus Corp.
AIG / American International Group, Inc.
YUM / Yum! Brands, Inc.
ALGN / Align Technology, Inc.
PLMIW / Plum Acquisition Corp I - Warrants (15/03/2026)
MCK / McKesson Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
OMC / Omnicom Group Inc.
ES / Eversource Energy
FRGE / Forge Global Holdings, Inc.
EPAM / EPAM Systems, Inc.
FHN / First Horizon Corporation
NOW / ServiceNow, Inc.
SBUX / Starbucks Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VRSN / VeriSign, Inc.
BAM / Brookfield Asset Management Ltd.
CWK / Cushman & Wakefield plc
HD / The Home Depot, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
OSCR / Oscar Health, Inc.
CTSH / Cognizant Technology Solutions Corporation
MSFT / Microsoft Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
TOST / Toast, Inc.
UPS / United Parcel Service, Inc.
ECL / Ecolab Inc.
UNP / Union Pacific Corporation
BK / The Bank of New York Mellon Corporation
BEN / Franklin Resources, Inc.
GS / The Goldman Sachs Group, Inc.
KHC / The Kraft Heinz Company
NEM / Newmont Corporation
CTVA / Corteva, Inc.
QCOM / QUALCOMM Incorporated
DAL / Delta Air Lines, Inc.
MCO / Moody's Corporation
TRGP / Targa Resources Corp.
IT / Gartner, Inc.
AMZN / Amazon.com, Inc.
AMAT / Applied Materials, Inc.
MDT / Medtronic plc
DLTR / Dollar Tree, Inc.
CMG / Chipotle Mexican Grill, Inc.
PG / The Procter & Gamble Company
DLO / DLocal Limited
DDOG / Datadog, Inc.
LEN / Lennar Corporation
PRI / Primerica, Inc.
JCI / Johnson Controls International plc
SPOT / Spotify Technology S.A.
LRCX / Lam Research Corporation
MS / Morgan Stanley
WBD / Warner Bros. Discovery, Inc.
ASTS / AST SpaceMobile, Inc.
BOX / Box, Inc.
YEXT / Yext, Inc.
DE / Deere & Company
UL / Unilever PLC - Depositary Receipt (Common Stock)
CVS / CVS Health Corporation
BNY / BlackRock New York Municipal Income Trust
XOM / Exxon Mobil Corporation
TT / Trane Technologies plc
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
HCA / HCA Healthcare, Inc.
PX / P10, Inc.
FR / First Industrial Realty Trust, Inc.
XELB / Xcel Brands, Inc.
GPN / Global Payments Inc.
REGN / Regeneron Pharmaceuticals, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
ET / Energy Transfer LP - Limited Partnership
FIS / Fidelity National Information Services, Inc.
LIN / Linde plc
WTW / Willis Towers Watson Public Limited Company
DVN / Devon Energy Corporation
MNDY / monday.com Ltd.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VVV / Valvoline Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
ORCL / Oracle Corporation
AIT / Applied Industrial Technologies, Inc.
CAT / Caterpillar Inc.
NAD / Nuveen Quality Municipal Income Fund
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
U / Unity Software Inc.
CB / Chubb Limited
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
VMO / Invesco Municipal Opportunity Trust
UP / Wheels Up Experience Inc.
FTV / Fortive Corporation
AMP / Ameriprise Financial, Inc.
BN / Brookfield Corporation
WTM / White Mountains Insurance Group, Ltd.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GTES / Gates Industrial Corporation plc
HLT / Hilton Worldwide Holdings Inc.
BSX / Boston Scientific Corporation
NEE / NextEra Energy, Inc.
CMI / Cummins Inc.
CVX / Chevron Corporation
WDAY / Workday, Inc.
VTLE / Vital Energy, Inc.
EMR / Emerson Electric Co.
CSX / CSX Corporation
KEY / KeyCorp
DIS / The Walt Disney Company
NFLX / Netflix, Inc.
PSA / Public Storage
SNOW / Snowflake Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
CMCSA / Comcast Corporation
DOCS / Doximity, Inc.
CPRT / Copart, Inc.
CDW / CDW Corporation
MU / Micron Technology, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
KR / The Kroger Co.
ADBE / Adobe Inc.
COIN / Coinbase Global, Inc.
BFLY / Butterfly Network, Inc.
AXP / American Express Company
DG / Dollar General Corporation
SPGI / S&P Global Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
LMT / Lockheed Martin Corporation
AZO / AutoZone, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MRNA / Moderna, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MSI / Motorola Solutions, Inc.
GLD / SPDR Gold Trust
VRNS / Varonis Systems, Inc.
CAH / Cardinal Health, Inc.
CTAS / Cintas Corporation
SPG / Simon Property Group, Inc.
KMX / CarMax, Inc.
UDMY / Udemy, Inc.
SKX / Skechers U.S.A., Inc.
PH / Parker-Hannifin Corporation
SHW / The Sherwin-Williams Company
MAR / Marriott International, Inc.
MPC / Marathon Petroleum Corporation
ROK / Rockwell Automation, Inc.
PEN / Penumbra, Inc.
SYY / Sysco Corporation
CME / CME Group Inc.
PM / Philip Morris International Inc.
IBM / International Business Machines Corporation
FTNT / Fortinet, Inc.
COF / Capital One Financial Corporation
CHD / Church & Dwight Co., Inc.
CL / Colgate-Palmolive Company
COST / Costco Wholesale Corporation
PANW / Palo Alto Networks, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
UBER / Uber Technologies, Inc.
AMPL / Amplitude, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
DUK / Duke Energy Corporation
C.WSA / Citigroup, Inc.
TYL / Tyler Technologies, Inc.
AMGN / Amgen Inc.
V / Visa Inc.
MRK / Merck & Co., Inc.
DD / DuPont de Nemours, Inc.
BDX / Becton, Dickinson and Company
MDY / SPDR S&P MidCap 400 ETF Trust
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
WAB / Westinghouse Air Brake Technologies Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EOG / EOG Resources, Inc.
WY / Weyerhaeuser Company
MRVL / Marvell Technology, Inc.
CRWD / CrowdStrike Holdings, Inc.
CP / Canadian Pacific Kansas City Limited
EBAY / eBay Inc.
EQIX / Equinix, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
GALT / Galectin Therapeutics Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
HLI / Houlihan Lokey, Inc.
TMUS / T-Mobile US, Inc.
INTU / Intuit Inc.
GM / General Motors Company
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VEEV / Veeva Systems Inc.
DHR / Danaher Corporation
ETN / Eaton Corporation plc
CCI / Crown Castle Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
WMT / Walmart Inc.
LOW / Lowe's Companies, Inc.
DPZ / Domino's Pizza, Inc.
GE / General Electric Company
HPE / Hewlett Packard Enterprise Company
MDLZ / Mondelez International, Inc.
ICE / Intercontinental Exchange, Inc.
CSL / Carlisle Companies Incorporated
SLB / Schlumberger Limited
QRTEA / Qurate Retail Inc - Series A
SSNC / SS&C Technologies Holdings, Inc.
TJX / The TJX Companies, Inc.
C / Citigroup Inc.
FERG / Ferguson Enterprises Inc.
HON / Honeywell International Inc.
UNM / Unum Group
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
TENB / Tenable Holdings, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
EXPD / Expeditors International of Washington, Inc.
IDXX / IDEXX Laboratories, Inc.
INTC / Intel Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
DOV / Dover Corporation
HCP / HashiCorp, Inc.
SOFI / SoFi Technologies, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VLO / Valero Energy Corporation
SPY / SPDR S&P 500 ETF
APTV / Aptiv PLC
PNC / The PNC Financial Services Group, Inc.
KO / The Coca-Cola Company
BMY / Bristol-Myers Squibb Company
PLD / Prologis, Inc.
TMO / Thermo Fisher Scientific Inc.
FDX / FedEx Corporation
PATH / UiPath Inc.
SCHW / The Charles Schwab Corporation
SNPS / Synopsys, Inc.
MPB / Mid Penn Bancorp, Inc.
HHH / Howard Hughes Holdings Inc.
PCAR / PACCAR Inc
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
TFC / Truist Financial Corporation
BCTX / BriaCell Therapeutics Corp.
RHI / Robert Half Inc.
STWD / Starwood Property Trust, Inc.
BECN / Beacon Roofing Supply, Inc.
MSCI / MSCI Inc.
PLTR / Palantir Technologies Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
HIMS / Hims & Hers Health, Inc.
PAYX / Paychex, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
HQI / HireQuest, Inc.
RIVN / Rivian Automotive, Inc.
BWFG / Bankwell Financial Group, Inc.
AKAM / Akamai Technologies, Inc.
BXMT / Blackstone Mortgage Trust, Inc.
TEL / TE Connectivity plc
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
MNST / Monster Beverage Corporation
ELV / Elevance Health, Inc.
PGR / The Progressive Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SG / Sweetgreen, Inc.
CDNS / Cadence Design Systems, Inc.
FDUS / Fidus Investment Corporation
KAR / OPENLANE, Inc.
O / Realty Income Corporation
FROG / JFrog Ltd.
MQ / Marqeta, Inc.
PYPL / PayPal Holdings, Inc.
TRTX / TPG RE Finance Trust, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
IWF / iShares Trust - iShares Russell 1000 Growth ETF
LYFT / Lyft, Inc.
BX / Blackstone Inc.
XHS / SPDR Series Trust - SPDR S&P Health Care Services ETF
TROW / T. Rowe Price Group, Inc.
HUM / Humana Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
APH / Amphenol Corporation
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ORLY / O'Reilly Automotive, Inc.
EEMA / iShares, Inc. - iShares MSCI Emerging Markets Asia ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ADP / Automatic Data Processing, Inc.
MCHP / Microchip Technology Incorporated
APD / Air Products and Chemicals, Inc.
CCO / Clear Channel Outdoor Holdings, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
HES / Hess Corporation
COP / ConocoPhillips
HPQ / HP Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
CPNG / Coupang, Inc.
NVDA / NVIDIA Corporation
INDA / iShares Trust - iShares MSCI India ETF
ZION / Zions Bancorporation, National Association
BKNG / Booking Holdings Inc.
CHTR / Charter Communications, Inc.
HBAN / Huntington Bancshares Incorporated
AWK / American Water Works Company, Inc.
URI / United Rentals, Inc.