Market Value3,646,776,000
Total Holdings528
File Date2021-11-23
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)
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
MTCH / Match Group, Inc.
ABB / ABB Ltd. - ADR
NSC / Norfolk Southern Corporation
C.WSA / Citigroup, Inc.
ANSS / ANSYS, Inc.
APD / Air Products and Chemicals, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
MDGL / Madrigal Pharmaceuticals, Inc.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
VFH / Vanguard World Fund - Vanguard Financials ETF
TGT / Target Corporation
WMT / Walmart Inc.
CMF / iShares Trust - iShares California Muni Bond ETF
SRE / Sempra
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
JPM / JPMorgan Chase & Co.
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
MA / Mastercard Incorporated
ACWI / iShares Trust - iShares MSCI ACWI ETF
LMT / Lockheed Martin Corporation
HD / The Home Depot, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ETN / Eaton Corporation plc
MDT / Medtronic plc
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DXCM / DexCom, Inc.
AXP / American Express Company
TSLA / Tesla, Inc.
DPZ / Domino's Pizza, Inc.
ZEST / Ecoark Holdings Inc
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
DHF / BNY Mellon High Yield Strategies Fund
DHY / Credit Suisse High Yield Bond Fund, Inc.
DGX / Quest Diagnostics Incorporated
ABBV / AbbVie Inc.
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
MSFT / Microsoft Corporation
IYY / iShares Trust - iShares Dow Jones U.S. ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
LEA / Lear Corporation
TWLO / Twilio Inc.
WEC / WEC Energy Group, Inc.
TMO / Thermo Fisher Scientific Inc.
LRCX / Lam Research Corporation
PKI / Revvity Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
EVFM / Evofem Biosciences, Inc.
AMZN / Amazon.com, Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
CACC / Credit Acceptance Corporation
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
BALL / Ball Corporation
COST / Costco Wholesale Corporation
PSX / Phillips 66
MNMD / Mind Medicine (MindMed) Inc.
CTAS / Cintas Corporation
EW / Edwards Lifesciences Corporation
BFB / Brown-Forman Corp. - Class B
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
GBF / iShares Trust - iShares Government/Credit Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
ALTA / Altabancorp
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
COR / Cencora, Inc.
DELL / Dell Technologies Inc.
VTR / Ventas, Inc.
TPL / Texas Pacific Land Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
DFS / Discover Financial Services
FDS / FactSet Research Systems Inc.
IBB / iShares Trust - iShares Biotechnology ETF
ATCO / Atlas Corp.
IBMJ / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Muni Bond ETF
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
CMP / Compass Minerals International, Inc.
IBDM / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Corporate ETF
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
SEE / Sealed Air Corporation
INSG / Inseego Corp.
ZNGA / Zynga Inc - Class A
ATVI / Activision Blizzard Inc
HRL / Hormel Foods Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
SIVB / SVB Financial Group
TLRY / Tilray Brands, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
HFC / HollyFrontier Corp
BAM / Brookfield Asset Management Ltd.
GPM / Guggenheim Enhanced Equity Income Fund
ALTR / Altair Engineering Inc.
HBI / Hanesbrands Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
GM / General Motors Company
BRK.B / Berkshire Hathaway Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
LUV / Southwest Airlines Co.
SNY / Sanofi - Depositary Receipt (Common Stock)
KMI / Kinder Morgan, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
OSTK / Overstock.com Inc
TEL / TE Connectivity plc
CYRX / Cryoport, Inc.
NVCR / NovoCure Limited
ROKU / Roku, Inc.
QRVO / Qorvo, Inc.
TWTR / Twitter Inc
NYMT / New York Mortgage Trust, Inc.
NTR / Nutrien Ltd.
CABO / Cable One, Inc.
MRNA / Moderna, Inc.
VRSK / Verisk Analytics, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
RBLX / Roblox Corporation
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
BSY / Bentley Systems, Incorporated
TRIL / Trillium Therapeutics Inc
LULU / lululemon athletica inc.
DD / DuPont de Nemours, Inc.
HALO / Halozyme Therapeutics, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ENB / Enbridge Inc.
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
DUK / Duke Energy Corporation
SHOP / Shopify Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
FIS / Fidelity National Information Services, Inc.
BDX / Becton, Dickinson and Company
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
JNJ / Johnson & Johnson
UPS / United Parcel Service, Inc.
DOV / Dover Corporation
CVX / Chevron Corporation
HBAN / Huntington Bancshares Incorporated
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
BRK.A / Berkshire Hathaway Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
IT / Gartner, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AMP / Ameriprise Financial, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
ECL / Ecolab Inc.
PLD / Prologis, Inc.
YUMC / Yum China Holdings, Inc.
HES / Hess Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IAU / iShares Gold Trust
HPQ / HP Inc.
ARE / Alexandria Real Estate Equities, Inc.
XNCR / Xencor, Inc.
LASR / nLIGHT, Inc.
CIM / Chimera Investment Corporation
IBDN / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Corporate ETF
NKE / NIKE, Inc.
SIRI / Sirius XM Holdings Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
CLX / The Clorox Company
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
NEE / NextEra Energy, Inc.
CSCO / Cisco Systems, Inc.
CHTR / Charter Communications, Inc.
MBB / iShares Trust - iShares MBS ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
CAG / Conagra Brands, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DAL / Delta Air Lines, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
BCS / Barclays PLC - Depositary Receipt (Common Stock)
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
DG / Dollar General Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MSCI / MSCI Inc.
SCHW / The Charles Schwab Corporation
FFIV / F5, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
YUM / Yum! Brands, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
ADBE / Adobe Inc.
COIN / Coinbase Global, Inc.
OXY / Occidental Petroleum Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
UNP / Union Pacific Corporation
PYPL / PayPal Holdings, Inc.
PRI / Primerica, Inc.
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
CTVA / Corteva, Inc.
GLD / SPDR Gold Trust
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
CME / CME Group Inc.
MRK / Merck & Co., Inc.
GPN / Global Payments Inc.
SPY / SPDR S&P 500 ETF
DIS / The Walt Disney Company
AB / AllianceBernstein Holding L.P. - Limited Partnership
QQQ / Invesco QQQ Trust, Series 1
ROP / Roper Technologies, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
ZTS / Zoetis Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
GE / General Electric Company
ALLY / Ally Financial Inc.
SWK / Stanley Black & Decker, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
CI / The Cigna Group
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
RUN / Sunrun Inc.
ED / Consolidated Edison, Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
PCAR / PACCAR Inc
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
BX / Blackstone Inc.
GOOG / Alphabet Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MPC / Marathon Petroleum Corporation
INTC / Intel Corporation
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
CRWD / CrowdStrike Holdings, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
EIX / Edison International
WCC / WESCO International, Inc.
NFLX / Netflix, Inc.
MKC / McCormick & Company, Incorporated
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
DOW / Dow Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
JCI / Johnson Controls International plc
ALL / The Allstate Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
GWW / W.W. Grainger, Inc.
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
FAF / First American Financial Corporation
KHC / The Kraft Heinz Company
SSD / Simpson Manufacturing Co., Inc.
TROW / T. Rowe Price Group, Inc.
TTC / The Toro Company
FITB / Fifth Third Bancorp
CMG / Chipotle Mexican Grill, Inc.
CRM / Salesforce, Inc.
XYZ / Block, Inc.
AMGN / Amgen Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
TMUS / T-Mobile US, Inc.
MET / MetLife, Inc.
NTAP / NetApp, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
LAMR / Lamar Advertising Company
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
TRMB / Trimble Inc.
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SBUX / Starbucks Corporation
ICE / Intercontinental Exchange, Inc.
GPC / Genuine Parts Company
BA / The Boeing Company
CMCSA / Comcast Corporation
RY / Royal Bank of Canada
HUM / Humana Inc.
HON / Honeywell International Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
EA / Electronic Arts Inc.
EQIX / Equinix, Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
WMB / The Williams Companies, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ADM / Archer-Daniels-Midland Company
SYK / Stryker Corporation
IGM / iShares Trust - iShares Expanded Tech Sector ETF
DHR / Danaher Corporation
ABNB / Airbnb, Inc.
EWBC / East West Bancorp, Inc.
GILD / Gilead Sciences, Inc.
WM / Waste Management, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
GLW / Corning Incorporated
MTD / Mettler-Toledo International Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IOO / iShares Trust - iShares Global 100 ETF
NXPI / NXP Semiconductors N.V.
UL / Unilever PLC - Depositary Receipt (Common Stock)
CB / Chubb Limited
CMI / Cummins Inc.
PRU / Prudential Financial, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
NUS / Nu Skin Enterprises, Inc.
CVS / CVS Health Corporation
KKR / KKR & Co. Inc.
O / Realty Income Corporation
DOCU / DocuSign, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
HSY / The Hershey Company
SHW / The Sherwin-Williams Company
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
WPM / Wheaton Precious Metals Corp.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
GD / General Dynamics Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VLO / Valero Energy Corporation
EL / The Estée Lauder Companies Inc.
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CHD / Church & Dwight Co., Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
D / Dominion Energy, Inc.
AMAT / Applied Materials, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
HTO / H2O America
AAL / American Airlines Group Inc.
BRO / Brown & Brown, Inc.
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
LOW / Lowe's Companies, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
PM / Philip Morris International Inc.
SIGI / Selective Insurance Group, Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
ACN / Accenture plc
GIS / General Mills, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
PPL / PPL Corporation
BMY / Bristol-Myers Squibb Company
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
CDW / CDW Corporation
MSI / Motorola Solutions, Inc.
MDLZ / Mondelez International, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VTRS / Viatris Inc.
FI / Fiserv, Inc.
WELL / Welltower Inc.
AON / Aon plc
CNQ / Canadian Natural Resources Limited
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
V / Visa Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SPGI / S&P Global Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
MRVL / Marvell Technology, Inc.
SMAR / Smartsheet Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
WFC / Wells Fargo & Company
TXN / Texas Instruments Incorporated
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
INTU / Intuit Inc.
META / Meta Platforms, Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
GSAT / Globalstar, Inc.
ADP / Automatic Data Processing, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
PFE / Pfizer Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
FE / FirstEnergy Corp.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
PINS / Pinterest, Inc.
MU / Micron Technology, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
KEYS / Keysight Technologies, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
GS / The Goldman Sachs Group, Inc.
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
COP / ConocoPhillips
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SAP / SAP SE - Depositary Receipt (Common Stock)
ES / Eversource Energy
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
TER / Teradyne, Inc.
FCX / Freeport-McMoRan Inc.
USB / U.S. Bancorp
F / Ford Motor Company
TJX / The TJX Companies, Inc.
ADSK / Autodesk, Inc.
MCD / McDonald's Corporation
XOM / Exxon Mobil Corporation
MAR / Marriott International, Inc.
TFC / Truist Financial Corporation
UBSI / United Bankshares, Inc.
VHC / VirnetX Holding Corporation
ROST / Ross Stores, Inc.
KLAC / KLA Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
HCA / HCA Healthcare, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SBAC / SBA Communications Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
CL / Colgate-Palmolive Company
CCI / Crown Castle Inc.
UNH / UnitedHealth Group Incorporated
VEEV / Veeva Systems Inc.
ZION / Zions Bancorporation, National Association
HQY / HealthEquity, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
SOXX / iShares Trust - iShares Semiconductor ETF
AMD / Advanced Micro Devices, Inc.
MMM / 3M Company
SNPS / Synopsys, Inc.
NET / Cloudflare, Inc.
NVDA / NVIDIA Corporation
HPE / Hewlett Packard Enterprise Company
LEG / Leggett & Platt, Incorporated
TSN / Tyson Foods, Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
CDNS / Cadence Design Systems, Inc.
BAC / Bank of America Corporation
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
PEP / PepsiCo, Inc.
WAL / Western Alliance Bancorporation
SYY / Sysco Corporation
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
FDX / FedEx Corporation
LIN / Linde plc
PH / Parker-Hannifin Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
AAPL / Apple Inc.
ISRG / Intuitive Surgical, Inc.
OMC / Omnicom Group Inc.
NOW / ServiceNow, Inc.
RMD / ResMed Inc.
DE / Deere & Company
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
AME / AMETEK, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
MS / Morgan Stanley
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
MO / Altria Group, Inc.
SLV / iShares Silver Trust
WPC / W. P. Carey Inc.
AJG / Arthur J. Gallagher & Co.
ABT / Abbott Laboratories
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
GLPI / Gaming and Leisure Properties, Inc.
GRMN / Garmin Ltd.
C / Citigroup Inc.
EMR / Emerson Electric Co.
QCOM / QUALCOMM Incorporated
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SO / The Southern Company
MCK / McKesson Corporation
IXN / iShares Trust - iShares Global Tech ETF
VZ / Verizon Communications Inc.
KTB / Kontoor Brands, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
PHYS / Sprott Physical Gold Trust
WBA / Walgreens Boots Alliance, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
STLD / Steel Dynamics, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CBRE / CBRE Group, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
ORCL / Oracle Corporation
LLY / Eli Lilly and Company
IBM / International Business Machines Corporation
FMC / FMC Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
BAX / Baxter International Inc.
DHI / D.R. Horton, Inc.
KO / The Coca-Cola Company
ROK / Rockwell Automation, Inc.
XEL / Xcel Energy Inc.
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
LHX / L3Harris Technologies, Inc.
GOOGL / Alphabet Inc.
CSX / CSX Corporation
KMB / Kimberly-Clark Corporation
PNC / The PNC Financial Services Group, Inc.
PG / The Procter & Gamble Company
IWD / iShares Trust - iShares Russell 1000 Value ETF
CAT / Caterpillar Inc.
NEM / Newmont Corporation
T / AT&T Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
NOC / Northrop Grumman Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IYW / iShares Trust - iShares U.S. Technology ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
A / Agilent Technologies, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DLR / Digital Realty Trust, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
MCHP / Microchip Technology Incorporated
GNRC / Generac Holdings Inc.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
PPG / PPG Industries, Inc.
AMT / American Tower Corporation