Market Value2,852,534,979
Total Holdings848
File Date2024-10-25
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)
VYGR / Voyager Therapeutics, Inc.
NU / Nu Holdings Ltd.
VTR / Ventas, Inc.
HPQ / HP Inc.
WEC / WEC Energy Group, Inc.
LMND / Lemonade, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
BMY / Bristol-Myers Squibb Company
IYF / iShares Trust - iShares U.S. Financials ETF
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
IAK / iShares Trust - iShares U.S. Insurance ETF
VAC / Marriott Vacations Worldwide Corporation
ALB / Albemarle Corporation
WDC / Western Digital Corporation
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
KR / The Kroger Co.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ORLY / O'Reilly Automotive, Inc.
HRL / Hormel Foods Corporation
CPRT / Copart, Inc.
HE / Hawaiian Electric Industries, Inc.
HOG / Harley-Davidson, Inc.
CAG / Conagra Brands, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SNOW / Snowflake Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
EDIT / Editas Medicine, Inc.
EXC / Exelon Corporation
VRTX / Vertex Pharmaceuticals Incorporated
CINF / Cincinnati Financial Corporation
DTE / DTE Energy Company
K / Kellanova
ARE / Alexandria Real Estate Equities, Inc.
CNC / Centene Corporation
DHI / D.R. Horton, Inc.
PENN / PENN Entertainment, Inc.
RPM / RPM International Inc.
MLM / Martin Marietta Materials, Inc.
CCL / Carnival Corporation & plc
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
HHH / Howard Hughes Holdings Inc.
CAH / Cardinal Health, Inc.
SHW / The Sherwin-Williams Company
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
NEM / Newmont Corporation
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
RNR / RenaissanceRe Holdings Ltd.
QCOM / QUALCOMM Incorporated
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
BBY / Best Buy Co., Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
MASI / Masimo Corporation
GENI / Genius Sports Limited
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
BMO / Bank of Montreal
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
CNI / Canadian National Railway Company
DXLG / Destination XL Group, Inc.
CNA / CNA Financial Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
DPZ / Domino's Pizza, Inc.
TSCO / Tractor Supply Company
NFLX / Netflix, Inc.
EOG / EOG Resources, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
XHE / SPDR Series Trust - SPDR S&P Health Care Equipment ETF
GNL / Global Net Lease, Inc.
IR / Ingersoll Rand Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
AROC / Archrock, Inc.
BK / The Bank of New York Mellon Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
OHI / Omega Healthcare Investors, Inc.
CSL / Carlisle Companies Incorporated
WY / Weyerhaeuser Company
AZO / AutoZone, Inc.
GPK / Graphic Packaging Holding Company
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
FAST / Fastenal Company
PGR / The Progressive Corporation
JCI / Johnson Controls International plc
VTRS / Viatris Inc.
DTM / DT Midstream, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
GL / Globe Life Inc.
SYF / Synchrony Financial
LEA / Lear Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
NSP / Insperity, Inc.
VNT / Vontier Corporation
KAR / OPENLANE, Inc.
CDW / CDW Corporation
MRVL / Marvell Technology, Inc.
CF / CF Industries Holdings, Inc.
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
WTRG / Essential Utilities, Inc.
TMUS / T-Mobile US, Inc.
WBD / Warner Bros. Discovery, Inc.
GOLD / Barrick Mining Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IT / Gartner, Inc.
BIRK / Birkenstock Holding plc
TROW / T. Rowe Price Group, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
ARES / Ares Management Corporation
SHOP / Shopify Inc.
SRPT / Sarepta Therapeutics, Inc.
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
DB / Deutsche Bank Aktiengesellschaft
PHYS / Sprott Physical Gold Trust
KEY / KeyCorp
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
HAL / Halliburton Company
LH / Labcorp Holdings Inc.
REZI / Resideo Technologies, Inc.
CNMD / CONMED Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VAW / Vanguard World Fund - Vanguard Materials ETF
MET / MetLife, Inc.
MNST / Monster Beverage Corporation
BHC / Bausch Health Companies Inc.
ICE / Intercontinental Exchange, Inc.
ARW / Arrow Electronics, Inc.
GPC / Genuine Parts Company
BEN / Franklin Resources, Inc.
MIDD / The Middleby Corporation
OXY / Occidental Petroleum Corporation
LENB / Lennar Corp. - Class B
RGR / Sturm, Ruger & Company, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
TFC / Truist Financial Corporation
D / Dominion Energy, Inc.
KD / Kyndryl Holdings, Inc.
RJF / Raymond James Financial, Inc.
F / Ford Motor Company
WEX / WEX Inc.
BAM / Brookfield Asset Management Ltd.
UHS / Universal Health Services, Inc.
LAMR / Lamar Advertising Company
RY / Royal Bank of Canada
OGN / Organon & Co.
HCA / HCA Healthcare, Inc.
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
CUBE / CubeSmart
TDG / TransDigm Group Incorporated
PSA / Public Storage
YUMC / Yum China Holdings, Inc.
WH / Wyndham Hotels & Resorts, Inc.
HLI / Houlihan Lokey, Inc.
CLIP / Global X Funds - Global X 1-3 Month T-Bill ETF
GILD / Gilead Sciences, Inc.
AFRM / Affirm Holdings, Inc.
AOS / A. O. Smith Corporation
UBS / UBS Group AG
EFV / iShares Trust - iShares MSCI EAFE Value ETF
CDP / COPT Defense Properties
PLD / Prologis, Inc.
AMCR / Amcor plc
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
FBIN / Fortune Brands Innovations, Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
TDY / Teledyne Technologies Incorporated
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
SPG / Simon Property Group, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
SBAC / SBA Communications Corporation
JETS / ETF Series Solutions - U.S. Global Jets ETF
AME / AMETEK, Inc.
PRU / Prudential Financial, Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
WMB / The Williams Companies, Inc.
TER / Teradyne, Inc.
PH / Parker-Hannifin Corporation
UA / Under Armour, Inc.
C / Citigroup Inc.
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
STAG / STAG Industrial, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
AA / Alcoa Corporation
NFG / National Fuel Gas Company
FCX / Freeport-McMoRan Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
CBT / Cabot Corporation
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
GRC / The Gorman-Rupp Company
IXJ / iShares Trust - iShares Global Healthcare ETF
CC / The Chemours Company
PKG / Packaging Corporation of America
AIN / Albany International Corp.
NOW / ServiceNow, Inc.
OSK / Oshkosh Corporation
BKR / Baker Hughes Company
UL / Unilever PLC - Depositary Receipt (Common Stock)
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
BXP / Boston Properties, Inc.
CTVA / Corteva, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SNA / Snap-on Incorporated
CME / CME Group Inc.
ATR / AptarGroup, Inc.
CI / The Cigna Group
DOV / Dover Corporation
VRT / Vertiv Holdings Co
EMN / Eastman Chemical Company
MDT / Medtronic plc
LULU / lululemon athletica inc.
FNF / Fidelity National Financial, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
AES / The AES Corporation
ED / Consolidated Edison, Inc.
FIS / Fidelity National Information Services, Inc.
BRK.A / Berkshire Hathaway Inc.
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
HAWX / iShares Trust - iShares Currency Hedged MSCI ACWI ex U.S. ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
GCI / Gannett Co., Inc.
QGEN / Qiagen N.V.
TECH / Bio-Techne Corporation
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
WDFC / WD-40 Company
WYNN / Wynn Resorts, Limited
REGN / Regeneron Pharmaceuticals, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
URI / United Rentals, Inc.
FHTX / Foghorn Therapeutics Inc.
RXO / RXO, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
XYZ / Block, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
MRNA / Moderna, Inc.
ETR / Entergy Corporation
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
AZEK / The AZEK Company Inc.
ALC / Alcon Inc.
BAH / Booz Allen Hamilton Holding Corporation
BN / Brookfield Corporation
LNT / Alliant Energy Corporation
ENTG / Entegris, Inc.
XEL / Xcel Energy Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
O / Realty Income Corporation
RHI / Robert Half Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
MYE / Myers Industries, Inc.
THQ / Abrdn Healthcare Opportunities Fund
CRSP / CRISPR Therapeutics AG
HSY / The Hershey Company
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
INDB / Independent Bank Corp.
GGG / Graco Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
CG / The Carlyle Group Inc.
EXEL / Exelixis, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
KMI / Kinder Morgan, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
INTU / Intuit Inc.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
DIOD / Diodes Incorporated
NUE / Nucor Corporation
HES / Hess Corporation
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
JMIA / Jumia Technologies AG - Depositary Receipt (Common Stock)
PARA / Paramount Global
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
MHK / Mohawk Industries, Inc.
CGC / Canopy Growth Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
DRLL / EA Series Trust - Strive U.S. Energy ETF
KRMD / KORU Medical Systems, Inc.
CAR / Avis Budget Group, Inc.
CTRA / Coterra Energy Inc.
DOW / Dow Inc.
APTV / Aptiv PLC
MBC / MasterBrand, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
CRL / Charles River Laboratories International, Inc.
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
WTW / Willis Towers Watson Public Limited Company
ADM / Archer-Daniels-Midland Company
FG / F&G Annuities & Life, Inc.
SM / SM Energy Company
WSM / Williams-Sonoma, Inc.
ZBRA / Zebra Technologies Corporation
PPL / PPL Corporation
LRCX / Lam Research Corporation
DBO / Invesco DB Multi-Sector Commodity Trust - Invesco DB Oil Fund
SWN / Southwestern Energy Company
BEPC / Brookfield Renewable Corporation
CTAS / Cintas Corporation
NLOP / Net Lease Office Properties
CEG / Constellation Energy Corporation
DXCM / DexCom, Inc.
PAAS / Pan American Silver Corp.
NVT / nVent Electric plc
FSLY / Fastly, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
NXT / Nextracker Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
HQL / Abrdn Life Sciences Investors
ADSK / Autodesk, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SBUX / Starbucks Corporation
WFC / Wells Fargo & Company
LCID / Lucid Group, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
HD / The Home Depot, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
TFII / TFI International Inc.
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
WMT / Walmart Inc.
USB / U.S. Bancorp
MSI / Motorola Solutions, Inc.
PCH / PotlatchDeltic Corporation
GENC / Gencor Industries, Inc.
SOLV / Solventum Corporation
ETSY / Etsy, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
BHF / Brighthouse Financial, Inc.
VYX / NCR Voyix Corporation
AVAV / AeroVironment, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
MBB / iShares Trust - iShares MBS ETF
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
TEAM / Atlassian Corporation
CMA / Comerica Incorporated
MTZ / MasTec, Inc.
TLRY / Tilray Brands, Inc.
CDNS / Cadence Design Systems, Inc.
KDP / Keurig Dr Pepper Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
WMG / Warner Music Group Corp.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
FNLC / The First Bancorp, Inc.
PFE / Pfizer Inc.
TE / T1 Energy Inc.
R / Ryder System, Inc.
AEM / Agnico Eagle Mines Limited
KHC / The Kraft Heinz Company
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
MKC / McCormick & Company, Incorporated
CB / Chubb Limited
ET / Energy Transfer LP - Limited Partnership
RGNX / REGENXBIO Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
CHTR / Charter Communications, Inc.
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
NYMT / New York Mortgage Trust, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CCJ / Cameco Corporation
HQH / Abrdn Healthcare Investors
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
TREX / Trex Company, Inc.
MELI / MercadoLibre, Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
DVN / Devon Energy Corporation
IEZ / iShares Trust - iShares U.S. Oil Equipment & Services ETF
CELH / Celsius Holdings, Inc.
WASH / Washington Trust Bancorp, Inc.
FCFS / FirstCash Holdings, Inc.
C.WSA / Citigroup, Inc.
SMCI / Super Micro Computer, Inc.
TEL / TE Connectivity plc
TRP / TC Energy Corporation
CRF / Cornerstone Total Return Fund, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
ALCO / Alico, Inc.
SRCL / Stericycle, Inc.
FIGS / FIGS, Inc.
RMD / ResMed Inc.
CCD / Calamos Dynamic Convertible and Income Fund
FORM / FormFactor, Inc.
FTV / Fortive Corporation
ATI / ATI Inc.
ES / Eversource Energy
HLT / Hilton Worldwide Holdings Inc.
AWK / American Water Works Company, Inc.
AMZN / Amazon.com, Inc.
TJX / The TJX Companies, Inc.
ROK / Rockwell Automation, Inc.
OKE / ONEOK, Inc.
SLB / Schlumberger Limited
JPM / JPMorgan Chase & Co.
CL / Colgate-Palmolive Company
UNP / Union Pacific Corporation
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
PPG / PPG Industries, Inc.
CRH / CRH plc
ONC / BeOne Medicines AG - Depositary Receipt (Common Stock)
VMC / Vulcan Materials Company
YUM / Yum! Brands, Inc.
HBAN / Huntington Bancshares Incorporated
GSK / GSK plc - Depositary Receipt (Common Stock)
EMBC / Embecta Corp.
WWD / Woodward, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
KVUE / Kenvue Inc.
LUV / Southwest Airlines Co.
IQI / Invesco Quality Municipal Income Trust
NZF / Nuveen Municipal Credit Income Fund
W / Wayfair Inc.
LW / Lamb Weston Holdings, Inc.
TDC / Teradata Corporation
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
HTD / John Hancock Tax-Advantaged Dividend Income Fund
WDAY / Workday, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
UPWK / Upwork Inc.
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
LPLA / LPL Financial Holdings Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
CHX / ChampionX Corporation
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
MTB / M&T Bank Corporation
NEA / Nuveen AMT-Free Quality Municipal Income Fund
ALTM / Arcadium Lithium plc
CWT / California Water Service Group
NSC / Norfolk Southern Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
BOX / Box, Inc.
MOGA / Moog, Inc. - Class A
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
ONTO / Onto Innovation Inc.
COR / Cencora, Inc.
DOX / Amdocs Limited
RVNC / Revance Therapeutics, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
SOXQ / Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
CXT / Crane NXT, Co.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
WELL / Welltower Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VOYA / Voya Financial, Inc.
EL / The Estée Lauder Companies Inc.
OLN / Olin Corporation
BURL / Burlington Stores, Inc.
STLA / Stellantis N.V.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
FMC / FMC Corporation
TMP / Tompkins Financial Corporation
GAME / GameSquare Holdings, Inc.
CCEP / Coca-Cola Europacific Partners PLC
DRI / Darden Restaurants, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
ELME / Elme Communities
COIN / Coinbase Global, Inc.
BX / Blackstone Inc.
FTNT / Fortinet, Inc.
CSX / CSX Corporation
APD / Air Products and Chemicals, Inc.
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
IBM / International Business Machines Corporation
GRAL / GRAIL, Inc.
LYV / Live Nation Entertainment, Inc.
JNJ / Johnson & Johnson
HEIA / Heico Corp. - Class A
UPS / United Parcel Service, Inc.
IRM / Iron Mountain Incorporated
GLD / SPDR Gold Trust
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
QQQ / Invesco QQQ Trust, Series 1
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
LHX / L3Harris Technologies, Inc.
AXON / Axon Enterprise, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
BLDR / Builders FirstSource, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
EQIX / Equinix, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
IQV / IQVIA Holdings Inc.
PM / Philip Morris International Inc.
ENB / Enbridge Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
DD / DuPont de Nemours, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BKNG / Booking Holdings Inc.
LLY / Eli Lilly and Company
NOC / Northrop Grumman Corporation
HON / Honeywell International Inc.
DUK / Duke Energy Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
BRK.B / Berkshire Hathaway Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SYY / Sysco Corporation
ORCL / Oracle Corporation
INTC / Intel Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
OTIS / Otis Worldwide Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
GOOG / Alphabet Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GXO / GXO Logistics, Inc.
PAYX / Paychex, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
EXR / Extra Space Storage Inc.
ADBE / Adobe Inc.
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
AFL / Aflac Incorporated
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
BAC / Bank of America Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
AER / AerCap Holdings N.V.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ETN / Eaton Corporation plc
SLF / Sun Life Financial Inc.
BRKL / Brookline Bancorp, Inc.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
VTV / Vanguard Index Funds - Vanguard Value ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
PYPL / PayPal Holdings, Inc.
SO / The Southern Company
MCHP / Microchip Technology Incorporated
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
UBER / Uber Technologies, Inc.
BA / The Boeing Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HIG / The Hartford Insurance Group, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PWR / Quanta Services, Inc.
WM / Waste Management, Inc.
DHR / Danaher Corporation
RSG / Republic Services, Inc.
MAR / Marriott International, Inc.
NVDA / NVIDIA Corporation
LOW / Lowe's Companies, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
NKE / NIKE, Inc.
RCL / Royal Caribbean Cruises Ltd.
GS / The Goldman Sachs Group, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
MDLZ / Mondelez International, Inc.
CMI / Cummins Inc.
AMT / American Tower Corporation
DE / Deere & Company
GIS / General Mills, Inc.
T / AT&T Inc.
VRSK / Verisk Analytics, Inc.
TXT / Textron Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
TT / Trane Technologies plc
TD / The Toronto-Dominion Bank
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
GEV / GE Vernova Inc.
CRM / Salesforce, Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
ISRG / Intuitive Surgical, Inc.
PEP / PepsiCo, Inc.
UNH / UnitedHealth Group Incorporated
PNC / The PNC Financial Services Group, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ANSS / ANSYS, Inc.
MMC / Marsh & McLennan Companies, Inc.
AVGO / Broadcom Inc.
META / Meta Platforms, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
PG / The Procter & Gamble Company
OMC / Omnicom Group Inc.
TXN / Texas Instruments Incorporated
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
J / Jacobs Solutions Inc.
EMR / Emerson Electric Co.
AEP / American Electric Power Company, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BR / Broadridge Financial Solutions, Inc.
NEE / NextEra Energy, Inc.
PANW / Palo Alto Networks, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
FI / Fiserv, Inc.
PSX / Phillips 66
SYK / Stryker Corporation
KLAC / KLA Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
IWV / iShares Trust - iShares Russell 3000 ETF
CVS / CVS Health Corporation
MA / Mastercard Incorporated
LMT / Lockheed Martin Corporation
MSFT / Microsoft Corporation
ITW / Illinois Tool Works Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MCD / McDonald's Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
XOM / Exxon Mobil Corporation
STT / State Street Corporation
SPY / SPDR S&P 500 ETF
COP / ConocoPhillips
CTSH / Cognizant Technology Solutions Corporation
DIS / The Walt Disney Company
SPGI / S&P Global Inc.
COF / Capital One Financial Corporation
VEEV / Veeva Systems Inc.
GD / General Dynamics Corporation
HAS / Hasbro, Inc.
NLY / Annaly Capital Management, Inc.
IAU / iShares Gold Trust
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
WAT / Waters Corporation
EVRG / Evergy, Inc.
GEHC / GE HealthCare Technologies Inc.
CMS / CMS Energy Corporation
MDU / MDU Resources Group, Inc.
SRE / Sempra
ACN / Accenture plc
VMI / Valmont Industries, Inc.
GE / General Electric Company
WBS / Webster Financial Corporation
CHWY / Chewy, Inc.
CRWD / CrowdStrike Holdings, Inc.
HUBS / HubSpot, Inc.
PEG / Public Service Enterprise Group Incorporated
COST / Costco Wholesale Corporation
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
TSLA / Tesla, Inc.
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
TMO / Thermo Fisher Scientific Inc.
HOLX / Hologic, Inc.
MPC / Marathon Petroleum Corporation
HRB / H&R Block, Inc.
MFC / Manulife Financial Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
AMAT / Applied Materials, Inc.
ADI / Analog Devices, Inc.
GOOGL / Alphabet Inc.
ROP / Roper Technologies, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
UAA / Under Armour, Inc.
PALL / abrdn Palladium ETF Trust - abrdn Physical Palladium Shares ETF
ABBV / AbbVie Inc.
ZTS / Zoetis Inc.
FDX / FedEx Corporation
HUBB / Hubbell Incorporated
HII / Huntington Ingalls Industries, Inc.
ABT / Abbott Laboratories
LIN / Linde plc
AIG / American International Group, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
ALAB / Astera Labs, Inc.
RIG / Transocean Ltd.
AMGN / Amgen Inc.
CVX / Chevron Corporation
CSCO / Cisco Systems, Inc.
GEN / Gen Digital Inc.
NVR / NVR, Inc.
VZ / Verizon Communications Inc.
ADP / Automatic Data Processing, Inc.
CMCSA / Comcast Corporation
TRMB / Trimble Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
WOLF / Wolfspeed, Inc.
BIIB / Biogen Inc.
ALL / The Allstate Corporation
WSO / Watsco, Inc.
DELL / Dell Technologies Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
DFS / Discover Financial Services
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
AKAM / Akamai Technologies, Inc.
MS / Morgan Stanley
MMM / 3M Company
GMED / Globus Medical, Inc.
HPE / Hewlett Packard Enterprise Company
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
SON / Sonoco Products Company
PZZA / Papa John's International, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CHKP / Check Point Software Technologies Ltd.
CMG / Chipotle Mexican Grill, Inc.
RF / Regions Financial Corporation
WBA / Walgreens Boots Alliance, Inc.
CCI / Crown Castle Inc.
GATX / GATX Corporation
HWM / Howmet Aerospace Inc.
BIO / Bio-Rad Laboratories, Inc.
VLO / Valero Energy Corporation
FDS / FactSet Research Systems Inc.
STX / Seagate Technology Holdings plc
CNNE / Cannae Holdings, Inc.
WPC / W. P. Carey Inc.
XPO / XPO, Inc.
MGTX / MeiraGTx Holdings plc
XYL / Xylem Inc.
OLED / Universal Display Corporation
RGA / Reinsurance Group of America, Incorporated
ECL / Ecolab Inc.
DLTR / Dollar Tree, Inc.
ADC / Agree Realty Corporation
AVB / AvalonBay Communities, Inc.
DLR / Digital Realty Trust, Inc.
BALL / Ball Corporation
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
PNR / Pentair plc
MSCI / MSCI Inc.
RBA / RB Global, Inc.
MYGN / Myriad Genetics, Inc.
TRV / The Travelers Companies, Inc.
BDX / Becton, Dickinson and Company
ILMN / Illumina, Inc.
CBRL / Cracker Barrel Old Country Store, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MTN / Vail Resorts, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
AXP / American Express Company
BIPC / Brookfield Infrastructure Corporation
BWA / BorgWarner Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
FINX / Global X Funds - Global X FinTech ETF
CFG / Citizens Financial Group, Inc.
BNRE / Brookfield Reinsurance Ltd.
SPR / Spirit AeroSystems Holdings, Inc.
CLNN / Clene Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
MGA / Magna International Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
VVX / V2X, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
AMWL / American Well Corporation
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
SSYS / Stratasys Ltd.
ST / Sensata Technologies Holding plc
AY / Atlantica Sustainable Infrastructure plc
JAZZ / Jazz Pharmaceuticals plc
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
NATL / NCR Atleos Corporation
DNP / DNP Select Income Fund Inc.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
JPC / Nuveen Preferred & Income Opportunities Fund
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
PTN / Palatin Technologies, Inc.
AON / Aon plc
CBRE / CBRE Group, Inc.
LYB / LyondellBasell Industries N.V.
CLB / Core Laboratories Inc.
MCK / McKesson Corporation
ASIX / AdvanSix Inc.
AAL / American Airlines Group Inc.
QSR / Restaurant Brands International Inc.
EOLS / Evolus, Inc.
NYCB / Flagstar Financial, Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
ON / ON Semiconductor Corporation
L / Loews Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
ANET / Arista Networks Inc
PLTR / Palantir Technologies Inc.
PEN / Penumbra, Inc.
ALLE / Allegion plc
DVAX / Dynavax Technologies Corporation
OGS / ONE Gas, Inc.
STWD / Starwood Property Trust, Inc.
LVS / Las Vegas Sands Corp.
VPU / Vanguard World Fund - Vanguard Utilities ETF
DGX / Quest Diagnostics Incorporated
SAIC / Science Applications International Corporation
DAL / Delta Air Lines, Inc.
PCAR / PACCAR Inc
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
GWW / W.W. Grainger, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SCHW / The Charles Schwab Corporation
AJG / Arthur J. Gallagher & Co.
IWN / iShares Trust - iShares Russell 2000 Value ETF
V / Visa Inc.
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
ABNB / Airbnb, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
RACE / Ferrari N.V.
MO / Altria Group, Inc.
CRNT / Ceragon Networks Ltd.
DKNG / DraftKings Inc.
WAB / Westinghouse Air Brake Technologies Corporation
ACM / AECOM
PJT / PJT Partners Inc.
XRAY / DENTSPLY SIRONA Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FE / FirstEnergy Corp.
TGT / Target Corporation
RIVN / Rivian Automotive, Inc.
ALGN / Align Technology, Inc.
STZ / Constellation Brands, Inc.
APO / Apollo Global Management, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
KBE / SPDR Series Trust - SPDR S&P Bank ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
TNL / Travel + Leisure Co.
BGS / B&G Foods, Inc.
H / Hyatt Hotels Corporation
SWK / Stanley Black & Decker, Inc.
CRUS / Cirrus Logic, Inc.
EBAY / eBay Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CNP / CenterPoint Energy, Inc.
KLG / WK Kellogg Co
ELV / Elevance Health, Inc.
EW / Edwards Lifesciences Corporation
IBB / iShares Trust - iShares Biotechnology ETF
APH / Amphenol Corporation
SRAD / Sportradar Group AG
CHD / Church & Dwight Co., Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
EFX / Equifax Inc.
NXPI / NXP Semiconductors N.V.
CSGP / CoStar Group, Inc.
MPWR / Monolithic Power Systems, Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
KMB / Kimberly-Clark Corporation
CR / Crane Company
CARR / Carrier Global Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
OEF / iShares Trust - iShares S&P 100 ETF
VLTO / Veralto Corporation
HXL / Hexcel Corporation
A / Agilent Technologies, Inc.
PLUG / Plug Power Inc.
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
KO / The Coca-Cola Company
AAPL / Apple Inc.
CLX / The Clorox Company
CPNG / Coupang, Inc.
IGT / International Game Technology PLC
BSX / Boston Scientific Corporation
AMP / Ameriprise Financial, Inc.
AMD / Advanced Micro Devices, Inc.
CAT / Caterpillar Inc.
SPOT / Spotify Technology S.A.
PVH / PVH Corp.
GM / General Motors Company
EXE / Expand Energy Corporation
MRK / Merck & Co., Inc.
IBIT / iShares Bitcoin Trust ETF
GLW / Corning Incorporated
SHAK / Shake Shack Inc.
RTX / RTX Corporation