Market Value4,339,274,667
Total Holdings419
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)
GPN / Global Payments Inc.
NEE / NextEra Energy, Inc.
DUK / Duke Energy Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
TJX / The TJX Companies, Inc.
OGE / OGE Energy Corp.
AEP / American Electric Power Company, Inc.
D / Dominion Energy, Inc.
NKE / NIKE, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
TRI / Thomson Reuters Corporation
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
OKE / ONEOK, Inc.
RF / Regions Financial Corporation
INTU / Intuit Inc.
CVS / CVS Health Corporation
STZ / Constellation Brands, Inc.
VMC / Vulcan Materials Company
AAPL / Apple Inc.
KDP / Keurig Dr Pepper Inc.
WEC / WEC Energy Group, Inc.
SILV / SilverCrest Metals Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CF / CF Industries Holdings, Inc.
ADBE / Adobe Inc.
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
PPL / PPL Corporation
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
DXCM / DexCom, Inc.
DHR / Danaher Corporation
ICF / iShares Trust - iShares Select U.S. REIT ETF
IYG / iShares Trust - iShares U.S. Financial Services ETF
AMD / Advanced Micro Devices, Inc.
NOC / Northrop Grumman Corporation
STCN / Steel Connect, Inc.
NSC / Norfolk Southern Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
EP.PRC / El Paso Energy Capital Trust I - Preferred Security
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
EJUL / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - July
APTV / Aptiv PLC
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
JHG / Janus Henderson Group plc
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
ETH / Grayscale Ethereum Mini Trust ETF
FTNT / Fortinet, Inc.
GIS / General Mills, Inc.
CEG / Constellation Energy Corporation
MAR / Marriott International, Inc.
NTAP / NetApp, Inc.
LYV / Live Nation Entertainment, Inc.
ROP / Roper Technologies, Inc.
AEE / Ameren Corporation
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
PNC / The PNC Financial Services Group, Inc.
BMY / Bristol-Myers Squibb Company
MDLZ / Mondelez International, Inc.
KMB / Kimberly-Clark Corporation
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
ENB / Enbridge Inc.
UNM / Unum Group
TXN / Texas Instruments Incorporated
SWK / Stanley Black & Decker, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
MMM / 3M Company
SYY / Sysco Corporation
LKFN / Lakeland Financial Corporation
NOW / ServiceNow, Inc.
ES / Eversource Energy
COR / Cencora, Inc.
PG / The Procter & Gamble Company
GLD / SPDR Gold Trust
COST / Costco Wholesale Corporation
CRM / Salesforce, Inc.
HON / Honeywell International Inc.
AXP / American Express Company
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
EAPR / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - April
LEG / Leggett & Platt, Incorporated
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
WTS / Watts Water Technologies, Inc.
SPLP / Steel Partners Holdings L.P. - Limited Partnership
STRO / Sutro Biopharma, Inc.
SO / The Southern Company
GSBC / Great Southern Bancorp, Inc.
CFB / CrossFirst Bankshares, Inc.
DE / Deere & Company
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
EOCT / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - October
EJAN / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - January
SMBC / Southern Missouri Bancorp, Inc.
DOV / Dover Corporation
SFNC / Simmons First National Corporation
GABC / German American Bancorp, Inc.
AFL / Aflac Incorporated
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
HPE / Hewlett Packard Enterprise Company
LYB / LyondellBasell Industries N.V.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
IAPR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - April
TSPA / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
UNP / Union Pacific Corporation
FELG / Fidelity Covington Trust - Enhanced Large Cap Growth ETF
MDY / SPDR S&P MidCap 400 ETF Trust
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
UL / Unilever PLC - Depositary Receipt (Common Stock)
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
SHW / The Sherwin-Williams Company
CL / Colgate-Palmolive Company
OTIS / Otis Worldwide Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
COP / ConocoPhillips
PEP / PepsiCo, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
NFLX / Netflix, Inc.
ACN / Accenture plc
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
KMI / Kinder Morgan, Inc.
KE / Kimball Electronics, Inc.
BLK / BlackRock, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
T / AT&T Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
PEG / Public Service Enterprise Group Incorporated
BP / BP p.l.c. - Depositary Receipt (Common Stock)
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
ED / Consolidated Edison, Inc.
WM / Waste Management, Inc.
MSFT / Microsoft Corporation
UGI / UGI Corporation
CB / Chubb Limited
CI / The Cigna Group
MPC / Marathon Petroleum Corporation
GPI / Group 1 Automotive, Inc.
PM / Philip Morris International Inc.
TGT / Target Corporation
AMP / Ameriprise Financial, Inc.
APTV / Aptiv PLC
CE / Celanese Corporation
JKHY / Jack Henry & Associates, Inc.
MCK / McKesson Corporation
IAU / iShares Gold Trust
PANW / Palo Alto Networks, Inc.
LOW / Lowe's Companies, Inc.
ATO / Atmos Energy Corporation
PAYX / Paychex, Inc.
NOV / NOV Inc.
MO / Altria Group, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
HYT / BlackRock Corporate High Yield Fund, Inc.
CMI / Cummins Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
PFE / Pfizer Inc.
GOOG / Alphabet Inc.
BRK.A / Berkshire Hathaway Inc.
ADI / Analog Devices, Inc.
IBIT / iShares Bitcoin Trust ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
CP / Canadian Pacific Kansas City Limited
PSA / Public Storage
QQQ / Invesco QQQ Trust, Series 1
ZTS / Zoetis Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
URI / United Rentals, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IBM / International Business Machines Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
RTX / RTX Corporation
INCY / Incyte Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
OEF / iShares Trust - iShares S&P 100 ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
DHI / D.R. Horton, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
ALL / The Allstate Corporation
CVX / Chevron Corporation
QCOM / QUALCOMM Incorporated
VLO / Valero Energy Corporation
BX / Blackstone Inc.
REGN / Regeneron Pharmaceuticals, Inc.
PNFP / Pinnacle Financial Partners, Inc.
AMAT / Applied Materials, Inc.
TRV / The Travelers Companies, Inc.
STRL / Sterling Infrastructure, Inc.
CPK / Chesapeake Utilities Corporation
STT / State Street Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BAC / Bank of America Corporation
QCRH / QCR Holdings, Inc.
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
ABT / Abbott Laboratories
ICE / Intercontinental Exchange, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
LH / Labcorp Holdings Inc.
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
GE / General Electric Company
ABBV / AbbVie Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SLB / Schlumberger Limited
GEV / GE Vernova Inc.
IOCT / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October
MSI / Motorola Solutions, Inc.
AMGN / Amgen Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CAT / Caterpillar Inc.
FI / Fiserv, Inc.
HRL / Hormel Foods Corporation
OZK / Bank OZK
SPY / SPDR S&P 500 ETF
SBUX / Starbucks Corporation
FBTC / Fidelity Wise Origin Bitcoin Fund
WFC / Wells Fargo & Company
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IJAN / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
MET / MetLife, Inc.
MDT / Medtronic plc
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PRK / Park National Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
IYM / iShares Trust - iShares U.S. Basic Materials ETF
YUM / Yum! Brands, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
YUMC / Yum China Holdings, Inc.
DRI / Darden Restaurants, Inc.
LMT / Lockheed Martin Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
ETN / Eaton Corporation plc
HPQ / HP Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
AMZN / Amazon.com, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
HNRG / Hallador Energy Company
USRT / iShares Trust - iShares Core U.S. REIT ETF
SNA / Snap-on Incorporated
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
EGP / EastGroup Properties, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
VCRB / Vanguard Core Bond Fund
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
SRE / Sempra
PSX / Phillips 66
APH / Amphenol Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
HST / Host Hotels & Resorts, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
NVDA / NVIDIA Corporation
SYK / Stryker Corporation
USB / U.S. Bancorp
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
O / Realty Income Corporation
KLAC / KLA Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
WMT / Walmart Inc.
EMR / Emerson Electric Co.
IYH / iShares Trust - iShares U.S. Healthcare ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
IWB / iShares Trust - iShares Russell 1000 ETF
MCD / McDonald's Corporation
WTRG / Essential Utilities, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
DTE / DTE Energy Company
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CMA / Comerica Incorporated
KJUL / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - July
LHX / L3Harris Technologies, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
PAGP / Plains GP Holdings, L.P. - Limited Partnership
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
SPGI / S&P Global Inc.
CSX / CSX Corporation
TMO / Thermo Fisher Scientific Inc.
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
KAPR / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April
THFF / First Financial Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
LNC / Lincoln National Corporation
GOOGL / Alphabet Inc.
MS / Morgan Stanley
KOCT / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - October
GLW / Corning Incorporated
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
KJAN / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January
PWR / Quanta Services, Inc.
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SLV / iShares Silver Trust
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
OHI / Omega Healthcare Investors, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
LKQ / LKQ Corporation
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
DIA / SPDR Dow Jones Industrial Average ETF Trust
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
AWR / American States Water Company
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
CBSH / Commerce Bancshares, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
JNJ / Johnson & Johnson
TROW / T. Rowe Price Group, Inc.
CBRE / CBRE Group, Inc.
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
NUE / Nucor Corporation
GS / The Goldman Sachs Group, Inc.
HSY / The Hershey Company
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ORCL / Oracle Corporation
BRK.B / Berkshire Hathaway Inc.
IJUL / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July
PLD / Prologis, Inc.
TSN / Tyson Foods, Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
HBAN / Huntington Bancshares Incorporated
EQBK / Equity Bancshares, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
AVGO / Broadcom Inc.
F / Ford Motor Company
MRK / Merck & Co., Inc.
TFC / Truist Financial Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
EVRG / Evergy, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
WMB / The Williams Companies, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
JXN / Jackson Financial Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
TSLA / Tesla, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
PCAR / PACCAR Inc
GD / General Dynamics Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
XOM / Exxon Mobil Corporation
OMC / Omnicom Group Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ODC / Oil-Dri Corporation of America
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
ORLY / O'Reilly Automotive, Inc.
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
FCNCA / First Citizens BancShares, Inc.
HAS / Hasbro, Inc.
DLTR / Dollar Tree, Inc.
DFS / Discover Financial Services
ADP / Automatic Data Processing, Inc.
DIS / The Walt Disney Company
META / Meta Platforms, Inc.
UPS / United Parcel Service, Inc.
LLY / Eli Lilly and Company
CMCSA / Comcast Corporation
FDX / FedEx Corporation
ET / Energy Transfer LP - Limited Partnership
MRVL / Marvell Technology, Inc.
V / Visa Inc.
BUFF / Innovator ETFs Trust - Innovator Laddered Allocation Power Buffer ETF
TRIN / Trinity Capital Inc.
MA / Mastercard Incorporated
CSCO / Cisco Systems, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
JPM / JPMorgan Chase & Co.
KO / The Coca-Cola Company
VZ / Verizon Communications Inc.
UNH / UnitedHealth Group Incorporated
INTC / Intel Corporation
HD / The Home Depot, Inc.
ITW / Illinois Tool Works Inc.
XEL / Xcel Energy Inc.
PRU / Prudential Financial, Inc.
COF / Capital One Financial Corporation
LIN / Linde plc
MCHP / Microchip Technology Incorporated
EOG / EOG Resources, Inc.
ELV / Elevance Health, Inc.
CARR / Carrier Global Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF