Market Value359,485,209
Total Holdings839
File Date2025-02-04
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)
GD / General Dynamics Corporation
ADSK / Autodesk, Inc.
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
AER / AerCap Holdings N.V.
ORLY / O'Reilly Automotive, Inc.
HIG / The Hartford Insurance Group, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
STLD / Steel Dynamics, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
SJM / The J. M. Smucker Company
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
GM / General Motors Company
ZBH / Zimmer Biomet Holdings, Inc.
RILY / B. Riley Financial, Inc.
TWLO / Twilio Inc.
TAP / Molson Coors Beverage Company
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
FOXA / Fox Corporation
RUN / Sunrun Inc.
SAVA / Cassava Sciences, Inc.
ICE / Intercontinental Exchange, Inc.
NXPI / NXP Semiconductors N.V.
UNP / Union Pacific Corporation
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
TMHC / Taylor Morrison Home Corporation
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
CWCO / Consolidated Water Co. Ltd.
META / Meta Platforms, Inc.
WY / Weyerhaeuser Company
MTN / Vail Resorts, Inc.
CE / Celanese Corporation
CHD / Church & Dwight Co., Inc.
NWE / NorthWestern Energy Group, Inc.
L / Loews Corporation
FE / FirstEnergy Corp.
LMT / Lockheed Martin Corporation
LEN / Lennar Corporation
ABBV / AbbVie Inc.
WEC / WEC Energy Group, Inc.
SCHW / The Charles Schwab Corporation
AIZ / Assurant, Inc.
CAH / Cardinal Health, Inc.
RCI / Rogers Communications Inc.
VRSK / Verisk Analytics, Inc.
MCK / McKesson Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
AMG / Affiliated Managers Group, Inc.
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
ELDN / Eledon Pharmaceuticals, Inc.
OHI / Omega Healthcare Investors, Inc.
CC / The Chemours Company
DD / DuPont de Nemours, Inc.
SYY / Sysco Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SPY / SPDR S&P 500 ETF
NKE / NIKE, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
IWN / iShares Trust - iShares Russell 2000 Value ETF
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
RCL / Royal Caribbean Cruises Ltd.
JNJ / Johnson & Johnson
CAI / Canadian Imperial Bank of Commerce
GVA / Granite Construction Incorporated
CBU / Community Financial System, Inc.
XEL / Xcel Energy Inc.
LAD / Lithia Motors, Inc.
PAYX / Paychex, Inc.
ZTS / Zoetis Inc.
WMS / Advanced Drainage Systems, Inc.
VIRX / Viracta Therapeutics, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
COP / ConocoPhillips
BLK / BlackRock, Inc.
MSFT / Microsoft Corporation
ASO / Academy Sports and Outdoors, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
MET / MetLife, Inc.
LAMR / Lamar Advertising Company
RY / Royal Bank of Canada
INDL / Direxion Shares ETF Trust - Direxion Daily MSCI India Bull 2X Shares
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
UNH / UnitedHealth Group Incorporated
EW / Edwards Lifesciences Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
VLTO / Veralto Corporation
ANF / Abercrombie & Fitch Co.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
ODP / The ODP Corporation
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
F / Ford Motor Company
NVDA / NVIDIA Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
CW / Curtiss-Wright Corporation
MTB / M&T Bank Corporation
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
GS / The Goldman Sachs Group, Inc.
STLA / Stellantis N.V.
SF / Stifel Financial Corp.
VTV / Vanguard Index Funds - Vanguard Value ETF
ETR / Entergy Corporation
WDC / Western Digital Corporation
VEEV / Veeva Systems Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
ALV / Autoliv, Inc.
MDT / Medtronic plc
AJG / Arthur J. Gallagher & Co.
BA / The Boeing Company
BWA / BorgWarner Inc.
AMD / Advanced Micro Devices, Inc.
EFX / Equifax Inc.
EA / Electronic Arts Inc.
AFL / Aflac Incorporated
WMB / The Williams Companies, Inc.
APD / Air Products and Chemicals, Inc.
UDR / UDR, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PSA / Public Storage
PYPL / PayPal Holdings, Inc.
QCOM / QUALCOMM Incorporated
EXC / Exelon Corporation
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
RIVN / Rivian Automotive, Inc.
QQQ / Invesco QQQ Trust, Series 1
CRM / Salesforce, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
GTLS / Chart Industries, Inc.
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
IBM / International Business Machines Corporation
EIX / Edison International
DAL / Delta Air Lines, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SO / The Southern Company
KR / The Kroger Co.
BX / Blackstone Inc.
EVR / Evercore Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BIIB / Biogen Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
EVUS / iShares Trust - iShares ESG Aware MSCI USA Value ETF
GOOG / Alphabet Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
CARR / Carrier Global Corporation
CAT / Caterpillar Inc.
ESE / ESCO Technologies Inc.
BMO / Bank of Montreal
IWD / iShares Trust - iShares Russell 1000 Value ETF
EBAY / eBay Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
AVAV / AeroVironment, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MSTR / Strategy Inc
PM / Philip Morris International Inc.
BB / BlackBerry Limited
GMF / SPDR Index Shares Funds - SPDR S&P Emerging Asia Pacific ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
ELV / Elevance Health, Inc.
MNDY / monday.com Ltd.
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ADI / Analog Devices, Inc.
RXO / RXO, Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
AES / The AES Corporation
DOW / Dow Inc.
KTB / Kontoor Brands, Inc.
STT / State Street Corporation
GEV / GE Vernova Inc.
GTY / Getty Realty Corp.
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
BDX / Becton, Dickinson and Company
ABT / Abbott Laboratories
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
RHI / Robert Half Inc.
BAM / Brookfield Asset Management Ltd.
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
UNM / Unum Group
MMM / 3M Company
SPT / Sprout Social, Inc.
ORCL / Oracle Corporation
IR / Ingersoll Rand Inc.
D / Dominion Energy, Inc.
CRSR / Corsair Gaming, Inc.
BTC / Grayscale Bitcoin Mini Trust
BMVP / Invesco Exchange-Traded Fund Trust - Invesco Bloomberg MVP Multi-factor ETF
CAE / CAE Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
ASR / Grupo Aeroportuario del Sureste, S. A. B. de C. V. - Depositary Receipt (Common Stock)
AQWA / Global X Funds - Global X Clean Water ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
BAX / Baxter International Inc.
MTDR / Matador Resources Company
PODD / Insulet Corporation
GLW / Corning Incorporated
FTV / Fortive Corporation
KLAC / KLA Corporation
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
NEE / NextEra Energy, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
CTSH / Cognizant Technology Solutions Corporation
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
MFC / Manulife Financial Corporation
ETN / Eaton Corporation plc
WMK / Weis Markets, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
CRNC / Cerence Inc.
BRK.B / Berkshire Hathaway Inc.
STIM / Neuronetics, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
MRK / Merck & Co., Inc.
PRU / Prudential Financial, Inc.
BN / Brookfield Corporation
AOS / A. O. Smith Corporation
GPC / Genuine Parts Company
PSX / Phillips 66
XYL / Xylem Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DHR / Danaher Corporation
BSMV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF
BSMW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
IX / ORIX Corporation - Depositary Receipt (Common Stock)
MELI / MercadoLibre, Inc.
ACM / AECOM
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
CTLP / Cantaloupe, Inc.
EWBC / East West Bancorp, Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
CRH / CRH plc
TYG / Tortoise Energy Infrastructure Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
CRSP / CRISPR Therapeutics AG
V / Visa Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
EEMA / iShares, Inc. - iShares MSCI Emerging Markets Asia ETF
ZION / Zions Bancorporation, National Association
GGB / Gerdau S.A. - Depositary Receipt (Common Stock)
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
WPM / Wheaton Precious Metals Corp.
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
PSCF / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF
CDNS / Cadence Design Systems, Inc.
NOW / ServiceNow, Inc.
PHM / PulteGroup, Inc.
VFC / V.F. Corporation
CB / Chubb Limited
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
HUMA / Humacyte, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
DPST / Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
ZIMV / ZimVie Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SWKS / Skyworks Solutions, Inc.
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
EME / EMCOR Group, Inc.
WSM / Williams-Sonoma, Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
IXN / iShares Trust - iShares Global Tech ETF
QEFA / SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
DUK / Duke Energy Corporation
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
WSO / Watsco, Inc.
SRCE / 1st Source Corporation
T / AT&T Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
AMAT / Applied Materials, Inc.
IGR / CBRE Global Real Estate Income Fund
BAC / Bank of America Corporation
DKS / DICK'S Sporting Goods, Inc.
DOX / Amdocs Limited
AVSE / American Century ETF Trust - Avantis Responsible Emerging Markets Equity ETF
KMI / Kinder Morgan, Inc.
URBN / Urban Outfitters, Inc.
GXO / GXO Logistics, Inc.
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
GL / Globe Life Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
FIS / Fidelity National Information Services, Inc.
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
CNI / Canadian National Railway Company
NDSN / Nordson Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
PAYC / Paycom Software, Inc.
DOC / Healthpeak Properties, Inc.
RACE / Ferrari N.V.
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BIO / Bio-Rad Laboratories, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
XPO / XPO, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
MRVL / Marvell Technology, Inc.
PEP / PepsiCo, Inc.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
WCN / Waste Connections, Inc.
AMT / American Tower Corporation
WIX / Wix.com Ltd.
FFIV / F5, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VTRS / Viatris Inc.
IPG / The Interpublic Group of Companies, Inc.
WTRG / Essential Utilities, Inc.
BIRK / Birkenstock Holding plc
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
AON / Aon plc
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
CP / Canadian Pacific Kansas City Limited
AMP / Ameriprise Financial, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CEG / Constellation Energy Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BSCY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
ENPH / Enphase Energy, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
ITW / Illinois Tool Works Inc.
MID / American Century ETF Trust - American Century Mid Cap Growth Impact ETF
MU / Micron Technology, Inc.
SEDG / SolarEdge Technologies, Inc.
ADMA / ADMA Biologics, Inc.
ANSS / ANSYS, Inc.
TXN / Texas Instruments Incorporated
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
FAS / Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
USB / U.S. Bancorp
LLY / Eli Lilly and Company
BKNG / Booking Holdings Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
RRX / Regal Rexnord Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
PFE / Pfizer Inc.
LRCX / Lam Research Corporation
TJX / The TJX Companies, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
RJF / Raymond James Financial, Inc.
UPST / Upstart Holdings, Inc.
KO / The Coca-Cola Company
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
UBS / UBS Group AG
ADBE / Adobe Inc.
AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
ANET / Arista Networks Inc
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
JHG / Janus Henderson Group plc
SNPV / DBX ETF Trust - Xtrackers S&P 500 Value Scored & Screened ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
PANW / Palo Alto Networks, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
DOCN / DigitalOcean Holdings, Inc.
PARA / Paramount Global
RDDT / Reddit, Inc.
COIN / Coinbase Global, Inc.
TSN / Tyson Foods, Inc.
VZ / Verizon Communications Inc.
MCD / McDonald's Corporation
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
ISRG / Intuitive Surgical, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
CHKP / Check Point Software Technologies Ltd.
OKTA / Okta, Inc.
STN / Stantec Inc.
HBI / Hanesbrands Inc.
PSO / Pearson plc - Depositary Receipt (Common Stock)
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
XOM / Exxon Mobil Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
NSC / Norfolk Southern Corporation
AXON / Axon Enterprise, Inc.
PCAR / PACCAR Inc
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
BMI / Badger Meter, Inc.
A / Agilent Technologies, Inc.
QS / QuantumScape Corporation
CYBR / CyberArk Software Ltd.
GNTX / Gentex Corporation
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
CL / Colgate-Palmolive Company
AN / AutoNation, Inc.
ADP / Automatic Data Processing, Inc.
SNA / Snap-on Incorporated
STKL / SunOpta Inc.
MRNA / Moderna, Inc.
CMCSA / Comcast Corporation
MCHP / Microchip Technology Incorporated
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
CEF / Sprott Physical Gold and Silver Trust
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
WKHS / Workhorse Group Inc.
SUM / Summit Materials, Inc.
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
PSCH / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF
MFA / MFA Financial, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
CDMO / Avid Bioservices, Inc.
LRGE / Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF
ALTM / Arcadium Lithium plc
NTR / Nutrien Ltd.
CPRI / Capri Holdings Limited
AEM / Agnico Eagle Mines Limited
HSY / The Hershey Company
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
EMBC / Embecta Corp.
UGI / UGI Corporation
GIS / General Mills, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
RBLX / Roblox Corporation
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
GRAB / Grab Holdings Limited
RMD / ResMed Inc.
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
JHX / James Hardie Industries plc
UBER / Uber Technologies, Inc.
CME / CME Group Inc.
FDS / FactSet Research Systems Inc.
BNS / The Bank of Nova Scotia
MBC / MasterBrand, Inc.
GEHC / GE HealthCare Technologies Inc.
NVCR / NovoCure Limited
MSM / MSC Industrial Direct Co., Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IBMS / iShares Trust - iShares iBonds Dec 2030 Term Muni Bond ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
CI / The Cigna Group
SHV / iShares Trust - iShares Short Treasury Bond ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
INGR / Ingredion Incorporated
GDDY / GoDaddy Inc.
SAM / The Boston Beer Company, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
HPE / Hewlett Packard Enterprise Company
IBB / iShares Trust - iShares Biotechnology ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
ESNT / Essent Group Ltd.
TD / The Toronto-Dominion Bank
0A18 / CGI Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
TOL / Toll Brothers, Inc.
APH / Amphenol Corporation
VPU / Vanguard World Fund - Vanguard Utilities ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
MDU / MDU Resources Group, Inc.
HQH / Abrdn Healthcare Investors
ATKR / Atkore Inc.
EVGO / EVgo, Inc.
LUV / Southwest Airlines Co.
PPG / PPG Industries, Inc.
LRCX / Lam Research Corporation
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
EXPO / Exponent, Inc.
TTEK / Tetra Tech, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
ALNY / Alnylam Pharmaceuticals, Inc.
DBX / Dropbox, Inc.
GSIG / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
PCVX / Vaxcyte, Inc.
C.WSA / Citigroup, Inc.
SMCI / Super Micro Computer, Inc.
APTV / Aptiv PLC
NTG / Tortoise Midstream Energy Fund, Inc.
ICLR / ICON Public Limited Company
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
CRON / Cronos Group Inc.
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
HOG / Harley-Davidson, Inc.
BXP / Boston Properties, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
COLM / Columbia Sportswear Company
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
IVW / iShares Trust - iShares S&P 500 Growth ETF
NULC / Nushares ETF Trust - Nuveen ESG Large-Cap ETF
HOLX / Hologic, Inc.
NUS / Nu Skin Enterprises, Inc.
PII / Polaris Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
APA / APA Corporation
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
EMSF / Matthews International Funds - Matthews Emerging Markets Sustainable Future Active ETF
SHBI / Shore Bancshares, Inc.
HUBS / HubSpot, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
MDB / MongoDB, Inc.
CASY / Casey's General Stores, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
FLR / Fluor Corporation
LNT / Alliant Energy Corporation
SRE / Sempra
TEL / TE Connectivity plc
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
VMC / Vulcan Materials Company
YUMC / Yum China Holdings, Inc.
AEP / American Electric Power Company, Inc.
ELAN / Elanco Animal Health Incorporated
AXP / American Express Company
VNT / Vontier Corporation
URI / United Rentals, Inc.
PLTR / Palantir Technologies Inc.
AMTB / Amerant Bancorp Inc.
TROW / T. Rowe Price Group, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
BFAM / Bright Horizons Family Solutions Inc.
DOCU / DocuSign, Inc.
APP / AppLovin Corporation
AEE / Ameren Corporation
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
EQIX / Equinix, Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
MRO / Marathon Oil Corporation
AGR / Avangrid, Inc.
U / Unity Software Inc.
EOI / Eaton Vance Enhanced Equity Income Fund
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
PATH / UiPath Inc.
FERG / Ferguson Enterprises Inc.
BTC / Grayscale Bitcoin Mini Trust
SIG / Signet Jewelers Limited
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BLD / TopBuild Corp.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
AWK / American Water Works Company, Inc.
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
WBD / Warner Bros. Discovery, Inc.
KMX / CarMax, Inc.
GTLB / GitLab Inc.
LULU / lululemon athletica inc.
ACN / Accenture plc
DIS / The Walt Disney Company
UPS / United Parcel Service, Inc.
WMT / Walmart Inc.
MO / Altria Group, Inc.
TTD / The Trade Desk, Inc.
ALB / Albemarle Corporation
SBUX / Starbucks Corporation
CSX / CSX Corporation
CTAS / Cintas Corporation
CAC / Camden National Corporation
CCI / Crown Castle Inc.
KD / Kyndryl Holdings, Inc.
MS / Morgan Stanley
ED / Consolidated Edison, Inc.
GE / General Electric Company
PH / Parker-Hannifin Corporation
EL / The Estée Lauder Companies Inc.
AAL / American Airlines Group Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
PCOR / Procore Technologies, Inc.
EQR / Equity Residential
TFX / Teleflex Incorporated
BMY / Bristol-Myers Squibb Company
CVX / Chevron Corporation
NNBR / NN, Inc.
FBIN / Fortune Brands Innovations, Inc.
AVGO / Broadcom Inc.
NBY / NovaBay Pharmaceuticals, Inc.
JAZZ / Jazz Pharmaceuticals plc
IDXX / IDEXX Laboratories, Inc.
SLB / Schlumberger Limited
K / Kellanova
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
DNOW / DNOW Inc.
TRGP / Targa Resources Corp.
KEY / KeyCorp
BHF / Brighthouse Financial, Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
TT / Trane Technologies plc
AVY / Avery Dennison Corporation
WFC / Wells Fargo & Company
PLD / Prologis, Inc.
JXI / iShares Trust - iShares Global Utilities ETF
MPC / Marathon Petroleum Corporation
STX / Seagate Technology Holdings plc
TSLA / Tesla, Inc.
GOOGL / Alphabet Inc.
UAL / United Airlines Holdings, Inc.
EMN / Eastman Chemical Company
KNSL / Kinsale Capital Group, Inc.
CGEN / Compugen Ltd.
JLL / Jones Lang LaSalle Incorporated
PPL / PPL Corporation
RBA / RB Global, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
CTVA / Corteva, Inc.
TECH / Bio-Techne Corporation
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
BSSX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF
BYD / Boyd Gaming Corporation
BSMY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Municipal Bond ETF
YUM / Yum! Brands, Inc.
VICI / VICI Properties Inc.
KHC / The Kraft Heinz Company
ES / Eversource Energy
ADT / ADT Inc.
LSCC / Lattice Semiconductor Corporation
USFD / US Foods Holding Corp.
IWV / iShares Trust - iShares Russell 3000 ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
ONTO / Onto Innovation Inc.
LEA / Lear Corporation
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
OKE / ONEOK, Inc.
UFPI / UFP Industries, Inc.
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
XYZ / Block, Inc.
IRM / Iron Mountain Incorporated
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
FSLR / First Solar, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
SNOW / Snowflake Inc.
NYT / The New York Times Company
SNY / Sanofi - Depositary Receipt (Common Stock)
ADM / Archer-Daniels-Midland Company
WST / West Pharmaceutical Services, Inc.
SYF / Synchrony Financial
ALC / Alcon Inc.
IMUX / Immunic, Inc.
NLOP / Net Lease Office Properties
FI / Fiserv, Inc.
WGHTQ / WW International, Inc.
ABNB / Airbnb, Inc.
C / Citigroup Inc.
VTR / Ventas, Inc.
MOS / The Mosaic Company
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
ILCV / iShares Trust - iShares Morningstar Value ETF
WPC / W. P. Carey Inc.
KEYS / Keysight Technologies, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
GIL / Gildan Activewear Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
AIG / American International Group, Inc.
FDX / FedEx Corporation
VLO / Valero Energy Corporation
MUR / Murphy Oil Corporation
PNC / The PNC Financial Services Group, Inc.
WELL / Welltower Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
WM / Waste Management, Inc.
OSK / Oshkosh Corporation
NOV / NOV Inc.
LYB / LyondellBasell Industries N.V.
WBA / Walgreens Boots Alliance, Inc.
GMAB / Genmab A/S - Depositary Receipt (Common Stock)
IVE / iShares Trust - iShares S&P 500 Value ETF
GWW / W.W. Grainger, Inc.
XPH / SPDR Series Trust - SPDR S&P Pharmaceuticals ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
TRI / Thomson Reuters Corporation
BCS / Barclays PLC - Depositary Receipt (Common Stock)
COF / Capital One Financial Corporation
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
BBY / Best Buy Co., Inc.
IOT / Samsara Inc.
LCID / Lucid Group, Inc.
NKLA / Nikola Corporation
MA / Mastercard Incorporated
OXY / Occidental Petroleum Corporation
CNC / Centene Corporation
ILMN / Illumina, Inc.
MKC / McCormick & Company, Incorporated
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
CKPT / Checkpoint Therapeutics, Inc.
ET / Energy Transfer LP - Limited Partnership
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
AGCO / AGCO Corporation
SLVM / Sylvamo Corporation
ILCG / iShares Trust - iShares Morningstar Growth ETF
SG / Sweetgreen, Inc.
NWSA / News Corporation
TIGO / Millicom International Cellular S.A.
PBA / Pembina Pipeline Corporation
TOST / Toast, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
NFLX / Netflix, Inc.
INTC / Intel Corporation
SNDL / SNDL Inc.
ARE / Alexandria Real Estate Equities, Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
CLX / The Clorox Company
TRV / The Travelers Companies, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
JPM / JPMorgan Chase & Co.
DECK / Deckers Outdoor Corporation
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
LKQ / LKQ Corporation
CRWD / CrowdStrike Holdings, Inc.
PGR / The Progressive Corporation
SASR / Sandy Spring Bancorp, Inc.
AVNS / Avanos Medical, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
JCI / Johnson Controls International plc
CHRD / Chord Energy Corporation
DE / Deere & Company
AMGN / Amgen Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
VRSN / VeriSign, Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
EXPD / Expeditors International of Washington, Inc.
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
EVRG / Evergy, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
SPVU / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CSCO / Cisco Systems, Inc.
HON / Honeywell International Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
E / Eni S.p.A. - Depositary Receipt (Common Stock)
ALK / Alaska Air Group, Inc.
CNH / CNH Industrial N.V.
GILD / Gilead Sciences, Inc.
TGT / Target Corporation
IYF / iShares Trust - iShares U.S. Financials ETF
EFT / Eaton Vance Floating-Rate Income Trust
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
AMZN / Amazon.com, Inc.
CMI / Cummins Inc.
REXR / Rexford Industrial Realty, Inc.
FCOR / Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
SM / SM Energy Company
SHW / The Sherwin-Williams Company
NGG / National Grid plc - Depositary Receipt (Common Stock)
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DGX / Quest Diagnostics Incorporated
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
HD / The Home Depot, Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
LQDA / Liquidia Corporation
BK / The Bank of New York Mellon Corporation
SLF / Sun Life Financial Inc.
OTIS / Otis Worldwide Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
MDLZ / Mondelez International, Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
SNPS / Synopsys, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
CNQ / Canadian Natural Resources Limited
UTHR / United Therapeutics Corporation
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
PTON / Peloton Interactive, Inc.
PNR / Pentair plc
GRMN / Garmin Ltd.
SOLV / Solventum Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
HII / Huntington Ingalls Industries, Inc.
KMB / Kimberly-Clark Corporation
MMC / Marsh & McLennan Companies, Inc.
DFS / Discover Financial Services
INTU / Intuit Inc.
BR / Broadridge Financial Solutions, Inc.
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
KLG / WK Kellogg Co
GOLD / Barrick Mining Corporation
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
BEN / Franklin Resources, Inc.
AKAM / Akamai Technologies, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
SEIC / SEI Investments Company
NUDV / Nushares ETF Trust - Nuveen ESG Dividend ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
LIN / Linde plc
RTX / RTX Corporation
OGN / Organon & Co.
LHX / L3Harris Technologies, Inc.
ECL / Ecolab Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
AMCR / Amcor plc
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
GBTC / Grayscale Bitcoin Trust (BTC)
HAL / Halliburton Company
SU / Suncor Energy Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
OMC / Omnicom Group Inc.
NUE / Nucor Corporation
MCO / Moody's Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
ROKU / Roku, Inc.
HPQ / HP Inc.
PG / The Procter & Gamble Company
LDEM / iShares Trust - iShares ESG MSCI EM Leaders ETF
BBWI / Bath & Body Works, Inc.
APTV / Aptiv PLC
EMR / Emerson Electric Co.
FAST / Fastenal Company
REGN / Regeneron Pharmaceuticals, Inc.
DHI / D.R. Horton, Inc.
CMC / Commercial Metals Company
EOG / EOG Resources, Inc.
AAPL / Apple Inc.
TMO / Thermo Fisher Scientific Inc.
CHPT / ChargePoint Holdings, Inc.
DELL / Dell Technologies Inc.
COST / Costco Wholesale Corporation
DVN / Devon Energy Corporation
GLD / SPDR Gold Trust
SHOP / Shopify Inc.
VRTX / Vertex Pharmaceuticals Incorporated
SPGI / S&P Global Inc.
ELF / e.l.f. Beauty, Inc.
CVS / CVS Health Corporation
NET / Cloudflare, Inc.
LOW / Lowe's Companies, Inc.
SYK / Stryker Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
CIVI / Civitas Resources, Inc.
FCX / Freeport-McMoRan Inc.
BSX / Boston Scientific Corporation
GAP / The Gap, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
COO / The Cooper Companies, Inc.