Market Value309,868,529
Total Holdings775
File Date2024-08-05
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)
WMT / Walmart Inc.
MO / Altria Group, Inc.
UTHR / United Therapeutics Corporation
DIS / The Walt Disney Company
TTD / The Trade Desk, Inc.
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
MPC / Marathon Petroleum Corporation
VRSN / VeriSign, Inc.
NBY / NovaBay Pharmaceuticals, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
FTS / Fortis Inc.
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
WYNN / Wynn Resorts, Limited
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
IMO / Imperial Oil Limited
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
NNBR / NN, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BSMW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF
GLBE / Global-E Online Ltd.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
EXPE / Expedia Group, Inc.
PL / Planet Labs PBC
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
ALB / Albemarle Corporation
SBUX / Starbucks Corporation
CSX / CSX Corporation
APUE / Trust for Professional Managers - ActivePassive U.S. Equity ETF
RXO / RXO, Inc.
CVS / CVS Health Corporation
CHRD / Chord Energy Corporation
EVRG / Evergy, Inc.
WDC / Western Digital Corporation
CCI / Crown Castle Inc.
MA / Mastercard Incorporated
KD / Kyndryl Holdings, Inc.
MS / Morgan Stanley
ED / Consolidated Edison, Inc.
ES / Eversource Energy
IBB / iShares Trust - iShares Biotechnology ETF
GE / General Electric Company
WM / Waste Management, Inc.
BK / The Bank of New York Mellon Corporation
GLD / SPDR Gold Trust
UAL / United Airlines Holdings, Inc.
AAL / American Airlines Group Inc.
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
KNSL / Kinsale Capital Group, Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
FBIN / Fortune Brands Innovations, Inc.
EL / The Estée Lauder Companies Inc.
REGN / Regeneron Pharmaceuticals, Inc.
BMY / Bristol-Myers Squibb Company
SYK / Stryker Corporation
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
EOI / Eaton Vance Enhanced Equity Income Fund
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SYF / Synchrony Financial
IWN / iShares Trust - iShares Russell 2000 Value ETF
SLB / Schlumberger Limited
VIRX / Viracta Therapeutics, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
SJM / The J. M. Smucker Company
IDXX / IDEXX Laboratories, Inc.
BHF / Brighthouse Financial, Inc.
SOLV / Solventum Corporation
TT / Trane Technologies plc
AVY / Avery Dennison Corporation
WFC / Wells Fargo & Company
PLD / Prologis, Inc.
STX / Seagate Technology Holdings plc
YUMC / Yum China Holdings, Inc.
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
RUN / Sunrun Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
MMC / Marsh & McLennan Companies, Inc.
FOXA / Fox Corporation
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
WPC / W. P. Carey Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
EMN / Eastman Chemical Company
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
PII / Polaris Inc.
MDB / MongoDB, Inc.
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
WY / Weyerhaeuser Company
CSCO / Cisco Systems, Inc.
NWE / NorthWestern Energy Group, Inc.
PPL / PPL Corporation
GIS / General Mills, Inc.
NULC / Nushares ETF Trust - Nuveen ESG Large-Cap ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
MKC / McCormick & Company, Incorporated
RBA / RB Global, Inc.
LUV / Southwest Airlines Co.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MCK / McKesson Corporation
CDMO / Avid Bioservices, Inc.
CTVA / Corteva, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
CAT / Caterpillar Inc.
CAI / Canadian Imperial Bank of Commerce
CC / The Chemours Company
BIO / Bio-Rad Laboratories, Inc.
NTG / Tortoise Midstream Energy Fund, Inc.
ICLR / ICON Public Limited Company
PATH / UiPath Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
GRAB / Grab Holdings Limited
ITW / Illinois Tool Works Inc.
WST / West Pharmaceutical Services, Inc.
GD / General Dynamics Corporation
PTON / Peloton Interactive, Inc.
AER / AerCap Holdings N.V.
ORLY / O'Reilly Automotive, Inc.
LKQ / LKQ Corporation
HIG / The Hartford Insurance Group, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
ECL / Ecolab Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ZBH / Zimmer Biomet Holdings, Inc.
SAM / The Boston Beer Company, Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
AMD / Advanced Micro Devices, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
BAX / Baxter International Inc.
VLTO / Veralto Corporation
NXPI / NXP Semiconductors N.V.
UNP / Union Pacific Corporation
TGT / Target Corporation
WSO / Watsco, Inc.
PBF / PBF Energy Inc.
GVA / Granite Construction Incorporated
CWCO / Consolidated Water Co. Ltd.
WMS / Advanced Drainage Systems, Inc.
MRO / Marathon Oil Corporation
CHD / Church & Dwight Co., Inc.
APIE / Trust for Professional Managers - ActivePassive International Equity ETF
WEC / WEC Energy Group, Inc.
ANSS / ANSYS, Inc.
VRSK / Verisk Analytics, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
TROW / T. Rowe Price Group, Inc.
DAL / Delta Air Lines, Inc.
SYY / Sysco Corporation
APD / Air Products and Chemicals, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
QS / QuantumScape Corporation
WGHTQ / WW International, Inc.
IBM / International Business Machines Corporation
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
NVCR / NovoCure Limited
ILCG / iShares Trust - iShares Morningstar Growth ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
CI / The Cigna Group
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
NEE / NextEra Energy, Inc.
XYZ / Block, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
CEF / Sprott Physical Gold and Silver Trust
PSX / Phillips 66
ORCL / Oracle Corporation
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
CTSH / Cognizant Technology Solutions Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PRU / Prudential Financial, Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
VFC / V.F. Corporation
DUK / Duke Energy Corporation
ZIMV / ZimVie Inc.
SWKS / Skyworks Solutions, Inc.
EOG / EOG Resources, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
FIS / Fidelity National Information Services, Inc.
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
HPE / Hewlett Packard Enterprise Company
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
F / Ford Motor Company
CBU / Community Financial System, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SNPV / DBX ETF Trust - Xtrackers S&P 500 Value Scored & Screened ETF
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
FCX / Freeport-McMoRan Inc.
PG / The Procter & Gamble Company
CME / CME Group Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
EVGO / EVgo, Inc.
CNI / Canadian National Railway Company
SEIC / SEI Investments Company
HAL / Halliburton Company
UDR / UDR, Inc.
RCL / Royal Caribbean Cruises Ltd.
CRM / Salesforce, Inc.
GPC / Genuine Parts Company
CAC / Camden National Corporation
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
BX / Blackstone Inc.
E / Eni S.p.A. - Depositary Receipt (Common Stock)
RY / Royal Bank of Canada
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
ADM / Archer-Daniels-Midland Company
CYBR / CyberArk Software Ltd.
JNJ / Johnson & Johnson
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
MSFT / Microsoft Corporation
CNQ / Canadian Natural Resources Limited
GTLS / Chart Industries, Inc.
DELL / Dell Technologies Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ET / Energy Transfer LP - Limited Partnership
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
NWSA / News Corporation
AMCR / Amcor plc
DFS / Discover Financial Services
EEMA / iShares, Inc. - iShares MSCI Emerging Markets Asia ETF
ZION / Zions Bancorporation, National Association
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
SEDG / SolarEdge Technologies, Inc.
NUS / Nu Skin Enterprises, Inc.
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
GGB / Gerdau S.A. - Depositary Receipt (Common Stock)
XYL / Xylem Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
CRSP / CRISPR Therapeutics AG
NGG / National Grid plc - Depositary Receipt (Common Stock)
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
IXN / iShares Trust - iShares Global Tech ETF
MFC / Manulife Financial Corporation
PM / Philip Morris International Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VUG / Vanguard Index Funds - Vanguard Growth ETF
FI / Fiserv, Inc.
SHW / The Sherwin-Williams Company
CB / Chubb Limited
QEFA / SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF
DPST / Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
GXO / GXO Logistics, Inc.
VLO / Valero Energy Corporation
AMAT / Applied Materials, Inc.
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
IGR / CBRE Global Real Estate Income Fund
DOX / Amdocs Limited
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
INTU / Intuit Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
OTIS / Otis Worldwide Corporation
SLF / Sun Life Financial Inc.
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
KMI / Kinder Morgan, Inc.
LOW / Lowe's Companies, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
EME / EMCOR Group, Inc.
SRCE / 1st Source Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
GRMN / Garmin Ltd.
SNPS / Synopsys, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
NUDV / Nushares ETF Trust - Nuveen ESG Dividend ETF
DOC / Healthpeak Properties, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
FSLR / First Solar, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
RACE / Ferrari N.V.
V / Visa Inc.
KMB / Kimberly-Clark Corporation
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
TXN / Texas Instruments Incorporated
IPG / The Interpublic Group of Companies, Inc.
VTRS / Viatris Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
WTRG / Essential Utilities, Inc.
BIRK / Birkenstock Holding plc
META / Meta Platforms, Inc.
ADMA / ADMA Biologics, Inc.
CP / Canadian Pacific Kansas City Limited
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
VEEV / Veeva Systems Inc.
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
GMAB / Genmab A/S - Depositary Receipt (Common Stock)
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
RTX / RTX Corporation
RBLX / Roblox Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
LLY / Eli Lilly and Company
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
NDSN / Nordson Corporation
RRX / Regal Rexnord Corporation
UBER / Uber Technologies, Inc.
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
DOCN / DigitalOcean Holdings, Inc.
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
RJF / Raymond James Financial, Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
UPST / Upstart Holdings, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
TJX / The TJX Companies, Inc.
STN / Stantec Inc.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
MCO / Moody's Corporation
NVDA / NVIDIA Corporation
IEUR / iShares Trust - iShares Core MSCI Europe ETF
ODP / The ODP Corporation
ENPH / Enphase Energy, Inc.
VZ / Verizon Communications Inc.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
AAPL / Apple Inc.
LDEM / iShares Trust - iShares ESG MSCI EM Leaders ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
XPO / XPO, Inc.
HBI / Hanesbrands Inc.
XOM / Exxon Mobil Corporation
PSO / Pearson plc - Depositary Receipt (Common Stock)
OXY / Occidental Petroleum Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
FDS / FactSet Research Systems Inc.
SG / Sweetgreen, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SHBI / Shore Bancshares, Inc.
MBC / MasterBrand, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
BSX / Boston Scientific Corporation
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
AES / The AES Corporation
QCOM / QUALCOMM Incorporated
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GIL / Gildan Activewear Inc.
QQQ / Invesco QQQ Trust, Series 1
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
SLVM / Sylvamo Corporation
INTC / Intel Corporation
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
TOST / Toast, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
EVUS / iShares Trust - iShares ESG Aware MSCI USA Value ETF
EXC / Exelon Corporation
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
BMO / Bank of Montreal
GM / General Motors Company
ESE / ESCO Technologies Inc.
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
DVY / iShares Trust - iShares Select Dividend ETF
BB / BlackBerry Limited
CARR / Carrier Global Corporation
ELV / Elevance Health, Inc.
SO / The Southern Company
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
GOOG / Alphabet Inc.
PYPL / PayPal Holdings, Inc.
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ADI / Analog Devices, Inc.
GMF / SPDR Index Shares Funds - SPDR S&P Emerging Asia Pacific ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
JCI / Johnson Controls International plc
CRWD / CrowdStrike Holdings, Inc.
SPY / SPDR S&P 500 ETF
SPT / Sprout Social, Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
FAST / Fastenal Company
TOL / Toll Brothers, Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
DOW / Dow Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
CHPT / ChargePoint Holdings, Inc.
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
MET / MetLife, Inc.
GEV / GE Vernova Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BDX / Becton, Dickinson and Company
KTB / Kontoor Brands, Inc.
AVAV / AeroVironment, Inc.
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
UNM / Unum Group
ABT / Abbott Laboratories
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
CAE / CAE Inc.
MNDY / monday.com Ltd.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
IR / Ingersoll Rand Inc.
RIVN / Rivian Automotive, Inc.
EFT / Eaton Vance Floating-Rate Income Trust
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
SHOP / Shopify Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
LAD / Lithia Motors, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
AMG / Affiliated Managers Group, Inc.
BMVP / Invesco Exchange-Traded Fund Trust - Invesco Bloomberg MVP Multi-factor ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
STIM / Neuronetics, Inc.
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF
ABBV / AbbVie Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
IRM / Iron Mountain Incorporated
IX / ORIX Corporation - Depositary Receipt (Common Stock)
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
XPH / SPDR Series Trust - SPDR S&P Pharmaceuticals ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
FTV / Fortive Corporation
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
BRZU / Direxion Shares ETF Trust - Direxion Daily MSCI Brazil Bull 2X Shares
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
NYT / The New York Times Company
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
LAMR / Lamar Advertising Company
CRSR / Corsair Gaming, Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
ALK / Alaska Air Group, Inc.
GLW / Corning Incorporated
SPVU / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
ACM / AECOM
BRK.B / Berkshire Hathaway Inc.
BAM / Brookfield Asset Management Ltd.
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
CMI / Cummins Inc.
ETN / Eaton Corporation plc
BSMV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MRK / Merck & Co., Inc.
HON / Honeywell International Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PSCF / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF
BA / The Boeing Company
BN / Brookfield Corporation
STLA / Stellantis N.V.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CRNC / Cerence Inc.
MELI / MercadoLibre, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
CTLP / Cantaloupe, Inc.
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
BMI / Badger Meter, Inc.
HSY / The Hershey Company
IVW / iShares Trust - iShares S&P 500 Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PSCH / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
NTR / Nutrien Ltd.
EWBC / East West Bancorp, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
RHI / Robert Half Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
XEL / Xcel Energy Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
KLAC / KLA Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
LRGE / Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF
C / Citigroup Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
PAYX / Paychex, Inc.
CDNS / Cadence Design Systems, Inc.
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
VICI / VICI Properties Inc.
NKE / NIKE, Inc.
NOW / ServiceNow, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
LMT / Lockheed Martin Corporation
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
BAC / Bank of America Corporation
APTV / Aptiv PLC
VXX / iPath Series B S&P 500 VIX Short-Term Futures ETN
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AVNS / Avanos Medical, Inc.
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
WKHS / Workhorse Group Inc.
COIN / Coinbase Global, Inc.
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
C.WSA / Citigroup, Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
MFA / MFA Financial, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
KBE / SPDR Series Trust - SPDR S&P Bank ETF
DLB / Dolby Laboratories, Inc.
ASTR / Astra Space, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
U / Unity Software Inc.
DXCM / DexCom, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VNT / Vontier Corporation
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
LRCX / Lam Research Corporation
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
AQWA / Global X Funds - Global X Clean Water ETF
MMM / 3M Company
SAP / SAP SE - Depositary Receipt (Common Stock)
MDLZ / Mondelez International, Inc.
COP / ConocoPhillips
D / Dominion Energy, Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
JXI / iShares Trust - iShares Global Utilities ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
PAYC / Paycom Software, Inc.
MTB / M&T Bank Corporation
AIG / American International Group, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ETR / Entergy Corporation
AJG / Arthur J. Gallagher & Co.
OHI / Omega Healthcare Investors, Inc.
EMR / Emerson Electric Co.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
VMC / Vulcan Materials Company
DGX / Quest Diagnostics Incorporated
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
WMB / The Williams Companies, Inc.
ELAN / Elanco Animal Health Incorporated
NVS / Novartis AG - Depositary Receipt (Common Stock)
SU / Suncor Energy Inc.
PLTR / Palantir Technologies Inc.
PSA / Public Storage
PCAR / PACCAR Inc
NSC / Norfolk Southern Corporation
ARE / Alexandria Real Estate Equities, Inc.
SNDL / SNDL Inc.
AOS / A. O. Smith Corporation
A / Agilent Technologies, Inc.
DDLS / WisdomTree Trust - WisdomTree Dynamic International SmallCap Equity Fund
EW / Edwards Lifesciences Corporation
ILMN / Illumina, Inc.
GTY / Getty Realty Corp.
DECK / Deckers Outdoor Corporation
ADP / Automatic Data Processing, Inc.
OGN / Organon & Co.
STKL / SunOpta Inc.
CMCSA / Comcast Corporation
MCHP / Microchip Technology Incorporated
GEHC / GE HealthCare Technologies Inc.
ESNT / Essent Group Ltd.
EMBC / Embecta Corp.
TMO / Thermo Fisher Scientific Inc.
LIN / Linde plc
SRE / Sempra
LNT / Alliant Energy Corporation
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
AMTB / Amerant Bancorp Inc.
PHM / PulteGroup, Inc.
AEP / American Electric Power Company, Inc.
URI / United Rentals, Inc.
DNOW / DNOW Inc.
ABNB / Airbnb, Inc.
TIGO / Millicom International Cellular S.A.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
WBD / Warner Bros. Discovery, Inc.
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
DOCU / DocuSign, Inc.
AVGO / Broadcom Inc.
EVR / Evercore Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
VRTX / Vertex Pharmaceuticals Incorporated
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
ALC / Alcon Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
EQR / Equity Residential
LULU / lululemon athletica inc.
ACN / Accenture plc
BCS / Barclays PLC - Depositary Receipt (Common Stock)
AMZN / Amazon.com, Inc.
AGCO / AGCO Corporation
SNOW / Snowflake Inc.
TSLA / Tesla, Inc.
KEY / KeyCorp
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
NBY / NovaBay Pharmaceuticals, Inc.
NLOP / Net Lease Office Properties
TRGP / Targa Resources Corp.
COF / Capital One Financial Corporation
MSM / MSC Industrial Direct Co., Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
SASR / Sandy Spring Bancorp, Inc.
TRV / The Travelers Companies, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
JPM / JPMorgan Chase & Co.
IWD / iShares Trust - iShares Russell 1000 Value ETF
EBAY / eBay Inc.
CLX / The Clorox Company
TD / The Toronto-Dominion Bank
NFLX / Netflix, Inc.
AEE / Ameren Corporation
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
LEN / Lennar Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
SNY / Sanofi - Depositary Receipt (Common Stock)
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
MRNA / Moderna, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
ASR / Grupo Aeroportuario del Sureste, S. A. B. de C. V. - Depositary Receipt (Common Stock)
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
CVX / Chevron Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
DHR / Danaher Corporation
PNC / The PNC Financial Services Group, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
HUMA / Humacyte, Inc.
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
GS / The Goldman Sachs Group, Inc.
WBA / Walgreens Boots Alliance, Inc.
URBN / Urban Outfitters, Inc.
T / AT&T Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
PEP / PepsiCo, Inc.
DKS / DICK'S Sporting Goods, Inc.
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
SCHW / The Charles Schwab Corporation
WIX / Wix.com Ltd.
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
AKAM / Akamai Technologies, Inc.
AMP / Ameriprise Financial, Inc.
MID / American Century ETF Trust - American Century Mid Cap Growth Impact ETF
BSSX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF
CEG / Constellation Energy Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
HD / The Home Depot, Inc.
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
BKNG / Booking Holdings Inc.
PFE / Pfizer Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
GBTC / Grayscale Bitcoin Trust (BTC)
KEYS / Keysight Technologies, Inc.
ROKU / Roku, Inc.
BNS / The Bank of Nova Scotia
FLOT / iShares Trust - iShares Floating Rate Bond ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
CHKP / Check Point Software Technologies Ltd.
HPQ / HP Inc.
OKTA / Okta, Inc.
ISRG / Intuitive Surgical, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
TRI / Thomson Reuters Corporation
VTR / Ventas, Inc.
PBA / Pembina Pipeline Corporation
EIX / Edison International
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
AXP / American Express Company
TEL / TE Connectivity plc
LHX / L3Harris Technologies, Inc.
COST / Costco Wholesale Corporation
DVN / Devon Energy Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
SPGI / S&P Global Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
ADBE / Adobe Inc.
GL / Globe Life Inc.
NET / Cloudflare, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SABA / Saba Capital Income & Opportunities Fund II
HXL / Hexcel Corporation
NKLA / Nikola Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
WKHS / Workhorse Group Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
ADX / Adams Diversified Equity Fund, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
BBY / Best Buy Co., Inc.
GRAL / GRAIL, Inc.
YUM / Yum! Brands, Inc.
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
USB / U.S. Bancorp
GAP / The Gap, Inc.
EFX / Equifax Inc.
MRVL / Marvell Technology, Inc.
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
CRH / CRH plc
ALTM / Arcadium Lithium plc
STT / State Street Corporation
DE / Deere & Company
CTAS / Cintas Corporation
JHG / Janus Henderson Group plc
SNA / Snap-on Incorporated
NKLA / Nikola Corporation
NUE / Nucor Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
INGR / Ingredion Incorporated
MOS / The Mosaic Company
UBS / UBS Group AG
L / Loews Corporation
BYD / Boyd Gaming Corporation
EMSF / Matthews International Funds - Matthews Emerging Markets Sustainable Future Active ETF
AFL / Aflac Incorporated
UFPI / UFP Industries, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
KMX / CarMax, Inc.
AEM / Agnico Eagle Mines Limited
SM / SM Energy Company
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
KO / The Coca-Cola Company
AVSE / American Century ETF Trust - Avantis Responsible Emerging Markets Equity ETF
CGEN / Compugen Ltd.
PH / Parker-Hannifin Corporation
OMC / Omnicom Group Inc.
DD / DuPont de Nemours, Inc.
HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
APCB / Trust for Professional Managers - ActivePassive Core Bond ETF
TU / TELUS Corporation
MSTR / Strategy Inc
GOOGL / Alphabet Inc.
SMCI / Super Micro Computer, Inc.
DBX / Dropbox, Inc.
KHC / The Kraft Heinz Company
DHI / D.R. Horton, Inc.
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
MCD / McDonald's Corporation
UPS / United Parcel Service, Inc.
UNH / UnitedHealth Group Incorporated
AON / Aon plc
RMD / ResMed Inc.
AMGN / Amgen Inc.
GILD / Gilead Sciences, Inc.
MDT / Medtronic plc
APA / APA Corporation
CL / Colgate-Palmolive Company