Market Value4,033,744,934
Total Holdings719
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)
FN / Fabrinet
FCNCA / First Citizens BancShares, Inc.
FANG / Diamondback Energy, Inc.
AMD / Advanced Micro Devices, Inc.
WFC / Wells Fargo & Company
ICUI / ICU Medical, Inc.
V / Visa Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
LZ / LegalZoom.com, Inc.
MARA / MARA Holdings, Inc.
LIN / Linde plc
AEP / American Electric Power Company, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
TRTX / TPG RE Finance Trust, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ROST / Ross Stores, Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
KVUE / Kenvue Inc.
COF / Capital One Financial Corporation
DVN / Devon Energy Corporation
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
OBDC / Blue Owl Capital Corporation
W / Wayfair Inc.
NAD / Nuveen Quality Municipal Income Fund
HHH / Howard Hughes Holdings Inc.
TRU / TransUnion
AGNC / AGNC Investment Corp.
HCM / HUTCHMED (China) Limited - Depositary Receipt (Common Stock)
EIPX / First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF
DOCS / Doximity, Inc.
IESC / IES Holdings, Inc.
HES / Hess Corporation
XELB / Xcel Brands, Inc.
TRGP / Targa Resources Corp.
KEYS / Keysight Technologies, Inc.
UBER / Uber Technologies, Inc.
CHTR / Charter Communications, Inc.
NOW / ServiceNow, Inc.
TAP / Molson Coors Beverage Company
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
CARR / Carrier Global Corporation
BLND / Blend Labs, Inc.
KMI / Kinder Morgan, Inc.
BX / Blackstone Inc.
IDXX / IDEXX Laboratories, Inc.
ABBV / AbbVie Inc.
VRTX / Vertex Pharmaceuticals Incorporated
UP / Wheels Up Experience Inc.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
YEXT / Yext, Inc.
GSBD / Goldman Sachs BDC, Inc.
VLO / Valero Energy Corporation
MRNA / Moderna, Inc.
LVRO / Lavoro Limited
RBA / RB Global, Inc.
SSNC / SS&C Technologies Holdings, Inc.
AIT / Applied Industrial Technologies, Inc.
HPQ / HP Inc.
EQT / EQT Corporation
NTAP / NetApp, Inc.
FOUR / Shift4 Payments, Inc.
META / Meta Platforms, Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
STE / STERIS plc
FCFS / FirstCash Holdings, Inc.
C.WSA / Citigroup, Inc.
LRCX / Lam Research Corporation
CBOE / Cboe Global Markets, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
DVA / DaVita Inc.
VEEAW / Veea Inc. - Equity Warrant
PTON / Peloton Interactive, Inc.
ROKU / Roku, Inc.
ZIP / ZipRecruiter, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
BFB / Brown-Forman Corp. - Class B
CEG / Constellation Energy Corporation
MORN / Morningstar, Inc.
WTM / White Mountains Insurance Group, Ltd.
LCID / Lucid Group, Inc.
FDS / FactSet Research Systems Inc.
TSN / Tyson Foods, Inc.
MMM / 3M Company
CCO / Clear Channel Outdoor Holdings, Inc.
MYI / BlackRock MuniYield Quality Fund III, Inc.
AR / Antero Resources Corporation
AA / Alcoa Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
LMT / Lockheed Martin Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
EEMA / iShares, Inc. - iShares MSCI Emerging Markets Asia ETF
MQ / Marqeta, Inc.
PLNT / Planet Fitness, Inc.
ES / Eversource Energy
CNM / Core & Main, Inc.
T / AT&T Inc.
NKE / NIKE, Inc.
CCI / Crown Castle Inc.
DXCM / DexCom, Inc.
BCTX / BriaCell Therapeutics Corp.
FROG / JFrog Ltd.
TMO / Thermo Fisher Scientific Inc.
AWK / American Water Works Company, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
SBUX / Starbucks Corporation
TMUS / T-Mobile US, Inc.
CSX / CSX Corporation
VVV / Valvoline Inc.
EA / Electronic Arts Inc.
WDC / Western Digital Corporation
SYK / Stryker Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
NCNO / nCino, Inc.
BILL / BILL Holdings, Inc.
CVNA / Carvana Co.
BMY / Bristol-Myers Squibb Company
CSL / Carlisle Companies Incorporated
MSCI / MSCI Inc.
SPGI / S&P Global Inc.
BEN / Franklin Resources, Inc.
DRI / Darden Restaurants, Inc.
ADP / Automatic Data Processing, Inc.
SYY / Sysco Corporation
PLD / Prologis, Inc.
TTD / The Trade Desk, Inc.
FI / Fiserv, Inc.
CLX / The Clorox Company
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
BSX / Boston Scientific Corporation
TXN / Texas Instruments Incorporated
AMPL / Amplitude, Inc.
TSLA / Tesla, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
GEV / GE Vernova Inc.
ADM / Archer-Daniels-Midland Company
TRS / TriMas Corporation
OXY / Occidental Petroleum Corporation
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
PNW / Pinnacle West Capital Corporation
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
CSCO / Cisco Systems, Inc.
BHF / Brighthouse Financial, Inc.
GIS / General Mills, Inc.
CNX / CNX Resources Corporation
GLRE / Greenlight Capital Re, Ltd.
ELV / Elevance Health, Inc.
NXPI / NXP Semiconductors N.V.
NYCB / Flagstar Financial, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
PLMIW / Plum Acquisition Corp I - Warrants (15/03/2026)
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
CPB / The Campbell's Company
PTC / PTC Inc.
FERG / Ferguson Enterprises Inc.
CTS / CTS Corporation
VEEV / Veeva Systems Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
MOS / The Mosaic Company
GLTO / Galecto, Inc.
GAP / The Gap, Inc.
BGB / Blackstone Strategic Credit 2027 Term Fund
VTLE / Vital Energy, Inc.
IMUX / Immunic, Inc.
HCP / HashiCorp, Inc.
TEL / TE Connectivity plc
CORZ / Core Scientific, Inc.
ATKR / Atkore Inc.
BXMT / Blackstone Mortgage Trust, Inc.
URI / United Rentals, Inc.
COR / Cencora, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
SLB / Schlumberger Limited
K / Kellanova
LYB / LyondellBasell Industries N.V.
MRVL / Marvell Technology, Inc.
DFS / Discover Financial Services
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
XYZ / Block, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
QRTEA / Qurate Retail Inc - Series A
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
ILMN / Illumina, Inc.
AES / The AES Corporation
AMCR / Amcor plc
AMG / Affiliated Managers Group, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
BIPC / Brookfield Infrastructure Corporation
PRU / Prudential Financial, Inc.
WU / The Western Union Company
XRAY / DENTSPLY SIRONA Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BECN / Beacon Roofing Supply, Inc.
EAF / GrafTech International Ltd.
ODFL / Old Dominion Freight Line, Inc.
IT / Gartner, Inc.
PPL / PPL Corporation
ED / Consolidated Edison, Inc.
PGR / The Progressive Corporation
SWN / Southwestern Energy Company
GPC / Genuine Parts Company
TPR / Tapestry, Inc.
MRO / Marathon Oil Corporation
AJG / Arthur J. Gallagher & Co.
BFA / Brown-Forman Corp. - Class A
ABT / Abbott Laboratories
IWN / iShares Trust - iShares Russell 2000 Value ETF
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AFL / Aflac Incorporated
HWM / Howmet Aerospace Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
PHYS / Sprott Physical Gold Trust
LEN / Lennar Corporation
KAR / OPENLANE, Inc.
ARW / Arrow Electronics, Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
EXR / Extra Space Storage Inc.
MCD / McDonald's Corporation
WAB / Westinghouse Air Brake Technologies Corporation
RSG / Republic Services, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
EEFT / Euronet Worldwide, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
SNOW / Snowflake Inc.
ADSK / Autodesk, Inc.
APTV / Aptiv PLC
DOW / Dow Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
HPE / Hewlett Packard Enterprise Company
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
PYPL / PayPal Holdings, Inc.
SPOT / Spotify Technology S.A.
FTV / Fortive Corporation
THTX / Theratechnologies Inc.
CSGP / CoStar Group, Inc.
PGEN / Precigen, Inc.
FRGE / Forge Global Holdings, Inc.
ETSY / Etsy, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
IBIT / iShares Bitcoin Trust ETF
NVCR / NovoCure Limited
SLM / SLM Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
HON / Honeywell International Inc.
ROP / Roper Technologies, Inc.
WMB / The Williams Companies, Inc.
CAT / Caterpillar Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
QQQ / Invesco QQQ Trust, Series 1
HLT / Hilton Worldwide Holdings Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
COLB / Columbia Banking System, Inc.
WAT / Waters Corporation
JPM / JPMorgan Chase & Co.
MPB / Mid Penn Bancorp, Inc.
CCL / Carnival Corporation & plc
SBR / Sabine Royalty Trust
PCAR / PACCAR Inc
SG / Sweetgreen, Inc.
WOOF / Petco Health and Wellness Company, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
EBAY / eBay Inc.
SOFI / SoFi Technologies, Inc.
TOST / Toast, Inc.
DKNG / DraftKings Inc.
KDP / Keurig Dr Pepper Inc.
MPC / Marathon Petroleum Corporation
JPC / Nuveen Preferred & Income Opportunities Fund
AXP / American Express Company
DAL / Delta Air Lines, Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
EWJ / iShares, Inc. - iShares MSCI Japan ETF
MO / Altria Group, Inc.
GOOGL / Alphabet Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IFF / International Flavors & Fragrances Inc.
HPP / Hudson Pacific Properties, Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
WBD / Warner Bros. Discovery, Inc.
GLD / SPDR Gold Trust
INTC / Intel Corporation
GWW / W.W. Grainger, Inc.
HQI / HireQuest, Inc.
GOOG / Alphabet Inc.
ASHR / DBX ETF Trust - Xtrackers Harvest CSI 300 China A-Shares ETF
BAM / Brookfield Asset Management Ltd.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
DE / Deere & Company
MKC / McCormick & Company, Incorporated
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
NVR / NVR, Inc.
CRWD / CrowdStrike Holdings, Inc.
VNO / Vornado Realty Trust
DLR / Digital Realty Trust, Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
KHC / The Kraft Heinz Company
UNM / Unum Group
AEE / Ameren Corporation
CMG / Chipotle Mexican Grill, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
MCHP / Microchip Technology Incorporated
DPZ / Domino's Pizza, Inc.
MS / Morgan Stanley
OMF / OneMain Holdings, Inc.
NFLX / Netflix, Inc.
ADC / Agree Realty Corporation
MCK / McKesson Corporation
VGM / Invesco Trust for Investment Grade Municipals
PLXS / Plexus Corp.
NEE / NextEra Energy, Inc.
TROW / T. Rowe Price Group, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VKQ / Invesco Municipal Trust
IVW / iShares Trust - iShares S&P 500 Growth ETF
MNDY / monday.com Ltd.
DD / DuPont de Nemours, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ETR / Entergy Corporation
CEF / Sprott Physical Gold and Silver Trust
UPS / United Parcel Service, Inc.
CRM / Salesforce, Inc.
EQIX / Equinix, Inc.
MSFT / Microsoft Corporation
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
CDW / CDW Corporation
D / Dominion Energy, Inc.
AVY / Avery Dennison Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
IQV / IQVIA Holdings Inc.
DLTR / Dollar Tree, Inc.
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
ACGL / Arch Capital Group Ltd.
DG / Dollar General Corporation
RHI / Robert Half Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SPY / SPDR S&P 500 ETF
A / Agilent Technologies, Inc.
ETN / Eaton Corporation plc
ROK / Rockwell Automation, Inc.
TGT / Target Corporation
CMCSA / Comcast Corporation
ALSN / Allison Transmission Holdings, Inc.
ABNB / Airbnb, Inc.
ATNI / ATN International, Inc.
DOV / Dover Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
IBB / iShares Trust - iShares Biotechnology ETF
TDY / Teledyne Technologies Incorporated
ORCL / Oracle Corporation
AMZN / Amazon.com, Inc.
WDAY / Workday, Inc.
ASB / Associated Banc-Corp
SNAP / Snap Inc.
GTES / Gates Industrial Corporation plc
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
LEG / Leggett & Platt, Incorporated
WES / Western Midstream Partners, LP - Limited Partnership
BN / Brookfield Corporation
IYF / iShares Trust - iShares U.S. Financials ETF
CTSH / Cognizant Technology Solutions Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
APH / Amphenol Corporation
SHW / The Sherwin-Williams Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CVS / CVS Health Corporation
GILD / Gilead Sciences, Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
DTE / DTE Energy Company
KEY / KeyCorp
FIVE / Five Below, Inc.
WM / Waste Management, Inc.
MTD / Mettler-Toledo International Inc.
AME / AMETEK, Inc.
INDA / iShares Trust - iShares MSCI India ETF
NLY / Annaly Capital Management, Inc.
PSX / Phillips 66
SPG / Simon Property Group, Inc.
C / Citigroup Inc.
BKR / Baker Hughes Company
ITW / Illinois Tool Works Inc.
UAA / Under Armour, Inc.
GXC / SPDR Index Shares Funds - SPDR S&P China ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
GD / General Dynamics Corporation
DASH / DoorDash, Inc.
UGI / UGI Corporation
EPAM / EPAM Systems, Inc.
KKR / KKR & Co. Inc.
KMX / CarMax, Inc.
ZION / Zions Bancorporation, National Association
CAH / Cardinal Health, Inc.
STWD / Starwood Property Trust, Inc.
STLD / Steel Dynamics, Inc.
BRK.A / Berkshire Hathaway Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
EDAP / EDAP TMS S.A. - Depositary Receipt (Common Stock)
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
AZO / AutoZone, Inc.
KLAC / KLA Corporation
FTNT / Fortinet, Inc.
AAPL / Apple Inc.
DUK / Duke Energy Corporation
QXO / QXO, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
DGX / Quest Diagnostics Incorporated
VDE / Vanguard World Fund - Vanguard Energy ETF
NWS / News Corporation
CDNS / Cadence Design Systems, Inc.
NET / Cloudflare, Inc.
TRIP / Tripadvisor, Inc.
EMR / Emerson Electric Co.
BAC / Bank of America Corporation
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
PENN / PENN Entertainment, Inc.
PATH / UiPath Inc.
WBA / Walgreens Boots Alliance, Inc.
HIG / The Hartford Insurance Group, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
EL / The Estée Lauder Companies Inc.
OTIS / Otis Worldwide Corporation
MLM / Martin Marietta Materials, Inc.
STZ / Constellation Brands, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BOX / Box, Inc.
WSO / Watsco, Inc.
DOC / Healthpeak Properties, Inc.
CHD / Church & Dwight Co., Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MDLZ / Mondelez International, Inc.
ZBRA / Zebra Technologies Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BWFG / Bankwell Financial Group, Inc.
GL / Globe Life Inc.
UDMY / Udemy, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
MQY / BlackRock MuniYield Quality Fund, Inc.
LOW / Lowe's Companies, Inc.
PEP / PepsiCo, Inc.
CB / Chubb Limited
DCI / Donaldson Company, Inc.
XHS / SPDR Series Trust - SPDR S&P Health Care Services ETF
TENB / Tenable Holdings, Inc.
ACN / Accenture plc
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
CFG / Citizens Financial Group, Inc.
CP / Canadian Pacific Kansas City Limited
F / Ford Motor Company
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VTRS / Viatris Inc.
PNC / The PNC Financial Services Group, Inc.
AMED / Amedisys, Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
CL / Colgate-Palmolive Company
PR / Permian Resources Corporation
KMB / Kimberly-Clark Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
AON / Aon plc
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AMT / American Tower Corporation
BJ / BJ's Wholesale Club Holdings, Inc.
SCHW / The Charles Schwab Corporation
AMP / Ameriprise Financial, Inc.
KCCA / KraneShares Trust - KraneShares California Carbon Allowance Strategy ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
HSIC / Henry Schein, Inc.
MA / Mastercard Incorporated
ATR / AptarGroup, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
FDX / FedEx Corporation
BFLY / Butterfly Network, Inc.
ARMK / Aramark
LH / Labcorp Holdings Inc.
WEX / WEX Inc.
LHX / L3Harris Technologies, Inc.
TTWO / Take-Two Interactive Software, Inc.
WST / West Pharmaceutical Services, Inc.
INTU / Intuit Inc.
TNDM / Tandem Diabetes Care, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
SHEL / Shell plc - Depositary Receipt (Common Stock)
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
FBIN / Fortune Brands Innovations, Inc.
YUM / Yum! Brands, Inc.
MU / Micron Technology, Inc.
THC / Tenet Healthcare Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
NBOS / Neuberger Berman ETF Trust - Neuberger Berman Option Strategy ETF
PINS / Pinterest, Inc.
ORLY / O'Reilly Automotive, Inc.
FCX / Freeport-McMoRan Inc.
BKNG / Booking Holdings Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
HD / The Home Depot, Inc.
EW / Edwards Lifesciences Corporation
TJX / The TJX Companies, Inc.
HAL / Halliburton Company
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
NUE / Nucor Corporation
FHN / First Horizon Corporation
APD / Air Products and Chemicals, Inc.
PLTR / Palantir Technologies Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
DOCU / DocuSign, Inc.
NVT / nVent Electric plc
HLI / Houlihan Lokey, Inc.
SBAC / SBA Communications Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MPW / Medical Properties Trust, Inc.
FICO / Fair Isaac Corporation
VZ / Verizon Communications Inc.
TACT / TransAct Technologies Incorporated
OKTA / Okta, Inc.
KO / The Coca-Cola Company
ADBE / Adobe Inc.
WMT / Walmart Inc.
COIN / Coinbase Global, Inc.
WEC / WEC Energy Group, Inc.
G / Genpact Limited
STBA / S&T Bancorp, Inc.
PG / The Procter & Gamble Company
XOM / Exxon Mobil Corporation
OKE / ONEOK, Inc.
EXPD / Expeditors International of Washington, Inc.
RBRK / Rubrik, Inc.
CVX / Chevron Corporation
PLTK / Playtika Holding Corp.
NOC / Northrop Grumman Corporation
VST / Vistra Corp.
EVRG / Evergy, Inc.
MDT / Medtronic plc
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
FE / FirstEnergy Corp.
OLLI / Ollie's Bargain Outlet Holdings, Inc.
PANW / Palo Alto Networks, Inc.
AKAM / Akamai Technologies, Inc.
GE / General Electric Company
VRT / Vertiv Holdings Co
AFRM / Affirm Holdings, Inc.
NSC / Norfolk Southern Corporation
L / Loews Corporation
HBAN / Huntington Bancshares Incorporated
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
CBRE / CBRE Group, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
UNH / UnitedHealth Group Incorporated
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
QCOM / QUALCOMM Incorporated
REGN / Regeneron Pharmaceuticals, Inc.
GTM / ZoomInfo Technologies Inc.
CI / The Cigna Group
ET / Energy Transfer LP - Limited Partnership
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
BAX / Baxter International Inc.
NRG / NRG Energy, Inc.
FAST / Fastenal Company
INCY / Incyte Corporation
RITM / Rithm Capital Corp.
SJM / The J. M. Smucker Company
EVR / Evercore Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IBM / International Business Machines Corporation
PX / P10, Inc.
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
TKR / The Timken Company
AMGN / Amgen Inc.
TOL / Toll Brothers, Inc.
NWL / Newell Brands Inc.
VRSN / VeriSign, Inc.
SO / The Southern Company
SSD / Simpson Manufacturing Co., Inc.
IRM / Iron Mountain Incorporated
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
PCH / PotlatchDeltic Corporation
JNJ / Johnson & Johnson
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
TRMB / Trimble Inc.
VRNS / Varonis Systems, Inc.
BAH / Booz Allen Hamilton Holding Corporation
VRSK / Verisk Analytics, Inc.
HUM / Humana Inc.
LNG / Cheniere Energy, Inc.
HCA / HCA Healthcare, Inc.
BA / The Boeing Company
CMI / Cummins Inc.
BRK.B / Berkshire Hathaway Inc.
GLW / Corning Incorporated
MRK / Merck & Co., Inc.
TYL / Tyler Technologies, Inc.
MAS / Masco Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NEM / Newmont Corporation
CAG / Conagra Brands, Inc.
O / Realty Income Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
FSP / Franklin Street Properties Corp.
KRYS / Krystal Biotech, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
AMAT / Applied Materials, Inc.
CPRT / Copart, Inc.
GPN / Global Payments Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
PM / Philip Morris International Inc.
EOG / EOG Resources, Inc.
UNP / Union Pacific Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
GALT / Galectin Therapeutics Inc.
BK / The Bank of New York Mellon Corporation
SNPS / Synopsys, Inc.
DHI / D.R. Horton, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ANSS / ANSYS, Inc.
PWR / Quanta Services, Inc.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
DDOG / Datadog, Inc.
MSI / Motorola Solutions, Inc.
GEHC / GE HealthCare Technologies Inc.
WELL / Welltower Inc.
VMO / Invesco Municipal Opportunity Trust
MAR / Marriott International, Inc.
IPG / The Interpublic Group of Companies, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
FDUS / Fidus Investment Corporation
SKX / Skechers U.S.A., Inc.
ASTS / AST SpaceMobile, Inc.
HQY / HealthEquity, Inc.
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
HIMS / Hims & Hers Health, Inc.
CMS / CMS Energy Corporation
LLY / Eli Lilly and Company
RTX / RTX Corporation
MNST / Monster Beverage Corporation
OSCR / Oscar Health, Inc.
ECL / Ecolab Inc.
RMD / ResMed Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
WY / Weyerhaeuser Company
MCO / Moody's Corporation
IP / International Paper Company
CTAS / Cintas Corporation
UHS / Universal Health Services, Inc.
USB / U.S. Bancorp
ALGN / Align Technology, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
STX / Seagate Technology Holdings plc
IVV / iShares Trust - iShares Core S&P 500 ETF
ANET / Arista Networks Inc
TDG / TransDigm Group Incorporated
IWV / iShares Trust - iShares Russell 3000 ETF
OMC / Omnicom Group Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
ISRG / Intuitive Surgical, Inc.
AVGO / Broadcom Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
IWM / iShares Trust - iShares Russell 2000 ETF
NVDA / NVIDIA Corporation
RAMP / LiveRamp Holdings, Inc.
NSIT / Insight Enterprises, Inc.
PRI / Primerica, Inc.
CTVA / Corteva, Inc.
CF / CF Industries Holdings, Inc.
CNC / Centene Corporation
APO / Apollo Global Management, Inc.
DLO / DLocal Limited
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
EXC / Exelon Corporation
MET / MetLife, Inc.
AZTA / Azenta, Inc.
TNET / TriNet Group, Inc.
KREF / KKR Real Estate Finance Trust Inc.
ALLY / Ally Financial Inc.
TMC / TMC the metals company Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
POOL / Pool Corporation
RIVN / Rivian Automotive, Inc.
PH / Parker-Hannifin Corporation
KR / The Kroger Co.
PAYX / Paychex, Inc.
MPWR / Monolithic Power Systems, Inc.
ALL / The Allstate Corporation
FIS / Fidelity National Information Services, Inc.
LYFT / Lyft, Inc.
AIG / American International Group, Inc.
RCL / Royal Caribbean Cruises Ltd.
JCI / Johnson Controls International plc
BDX / Becton, Dickinson and Company
PFE / Pfizer Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
QDEL / QuidelOrtho Corporation
ADI / Analog Devices, Inc.
Z / Zillow Group, Inc.
TRV / The Travelers Companies, Inc.
XEL / Xcel Energy Inc.
DIS / The Walt Disney Company
SRE / Sempra
MMC / Marsh & McLennan Companies, Inc.
CME / CME Group Inc.
PEG / Public Service Enterprise Group Incorporated
IAU / iShares Gold Trust
GS / The Goldman Sachs Group, Inc.
TXG / 10x Genomics, Inc.
COP / ConocoPhillips
HLN / Haleon plc - Depositary Receipt (Common Stock)
CPNG / Coupang, Inc.
GM / General Motors Company
TT / Trane Technologies plc
TFC / Truist Financial Corporation
ICE / Intercontinental Exchange, Inc.
DHR / Danaher Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
WCN / Waste Connections, Inc.
PAYC / Paycom Software, Inc.
IAC / IAC Inc.
VLTO / Veralto Corporation
TEL / TE Connectivity plc
EYEN / Eyenovia, Inc.
COST / Costco Wholesale Corporation
ZBH / Zimmer Biomet Holdings, Inc.
PSA / Public Storage