Market Value4,230,760,000
Total Holdings545
File Date2022-02-17
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)
MNMD / Mind Medicine (MindMed) Inc.
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
GBF / iShares Trust - iShares Government/Credit Bond ETF
ZNGA / Zynga Inc - Class A
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
LRCX / Lam Research Corporation
DHF / BNY Mellon High Yield Strategies Fund
DHY / Credit Suisse High Yield Bond Fund, Inc.
NKE / NIKE, Inc.
AXP / American Express Company
NLY / Annaly Capital Management, Inc.
CYRX / Cryoport, Inc.
XOM / Exxon Mobil Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
RMD / ResMed Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
LUV / Southwest Airlines Co.
DXCM / DexCom, Inc.
IBDN / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Corporate ETF
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
SLV / iShares Silver Trust
PKI / Revvity Inc.
TXN / Texas Instruments Incorporated
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
A / Agilent Technologies, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CL / Colgate-Palmolive Company
ANSS / ANSYS, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MSFT / Microsoft Corporation
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
LKQ / LKQ Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
PM / Philip Morris International Inc.
TWLO / Twilio Inc.
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
HFC / HollyFrontier Corp
CACC / Credit Acceptance Corporation
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
JPM / JPMorgan Chase & Co.
LASR / nLIGHT, Inc.
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
COST / Costco Wholesale Corporation
IBDM / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Corporate ETF
IBMJ / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Muni Bond ETF
ALTA / Altabancorp
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
ALTR / Altair Engineering Inc.
VTRS / Viatris Inc.
UBSI / United Bankshares, Inc.
EVFM / Evofem Biosciences, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
O / Realty Income Corporation
AMGN / Amgen Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
TLRY / Tilray Brands, Inc.
GLW / Corning Incorporated
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
EW / Edwards Lifesciences Corporation
VHC / VirnetX Holding Corporation
GPM / Guggenheim Enhanced Equity Income Fund
ARE / Alexandria Real Estate Equities, Inc.
DPZ / Domino's Pizza, Inc.
CIM / Chimera Investment Corporation
HRL / Hormel Foods Corporation
BAM / Brookfield Asset Management Ltd.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
ULTA / Ulta Beauty, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
CMF / iShares Trust - iShares California Muni Bond ETF
HTO / H2O America
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
PEP / PepsiCo, Inc.
ES / Eversource Energy
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
INFY / Infosys Limited - Depositary Receipt (Common Stock)
ZEST / Ecoark Holdings Inc
CMP / Compass Minerals International, Inc.
GLD / SPDR Gold Trust
CSCO / Cisco Systems, Inc.
CLX / The Clorox Company
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
ABT / Abbott Laboratories
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CMI / Cummins Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
IBM / International Business Machines Corporation
MCK / McKesson Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
EA / Electronic Arts Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
NXPI / NXP Semiconductors N.V.
ADBE / Adobe Inc.
MRK / Merck & Co., Inc.
AJG / Arthur J. Gallagher & Co.
UL / Unilever PLC - Depositary Receipt (Common Stock)
MUB / iShares Trust - iShares National Muni Bond ETF
ZION / Zions Bancorporation, National Association
IXN / iShares Trust - iShares Global Tech ETF
SNPS / Synopsys, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MSCI / MSCI Inc.
WELL / Welltower Inc.
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
FFIV / F5, Inc.
MAR / Marriott International, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VEEV / Veeva Systems Inc.
INTU / Intuit Inc.
CBRE / CBRE Group, Inc.
LHX / L3Harris Technologies, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ROST / Ross Stores, Inc.
ROKU / Roku, Inc.
AAPL / Apple Inc.
NVDA / NVIDIA Corporation
LEA / Lear Corporation
VFC / V.F. Corporation
MCD / McDonald's Corporation
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
NYMT / New York Mortgage Trust, Inc.
NVRO / Nevro Corp.
REET / iShares Trust - iShares Global REIT ETF
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
ORCL / Oracle Corporation
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
PAVM / PAVmed Inc.
GRMN / Garmin Ltd.
TEL / TE Connectivity plc
BALL / Ball Corporation
ATCO / Atlas Corp.
ABB / ABB Ltd. - ADR
RNG / RingCentral, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
NTR / Nutrien Ltd.
C.WSA / Citigroup, Inc.
TSLA / Tesla, Inc.
MS / Morgan Stanley
MTCH / Match Group, Inc.
TER / Teradyne, Inc.
DIS / The Walt Disney Company
CME / CME Group Inc.
SEE / Sealed Air Corporation
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
UNH / UnitedHealth Group Incorporated
TMUS / T-Mobile US, Inc.
TRIL / Trillium Therapeutics Inc
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
GPC / Genuine Parts Company
MET / MetLife, Inc.
TROW / T. Rowe Price Group, Inc.
CDNS / Cadence Design Systems, Inc.
APD / Air Products and Chemicals, Inc.
HBI / Hanesbrands Inc.
NVCR / NovoCure Limited
CABO / Cable One, Inc.
EL / The Estée Lauder Companies Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
ALLY / Ally Financial Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
QCOM / QUALCOMM Incorporated
ZTS / Zoetis Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DFS / Discover Financial Services
BDX / Becton, Dickinson and Company
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
ROP / Roper Technologies, Inc.
V / Visa Inc.
FAF / First American Financial Corporation
BRK.A / Berkshire Hathaway Inc.
NRG / NRG Energy, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
SO / The Southern Company
EIX / Edison International
ALL / The Allstate Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
CMG / Chipotle Mexican Grill, Inc.
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
UPS / United Parcel Service, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
CRM / Salesforce, Inc.
NTAP / NetApp, Inc.
DG / Dollar General Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IYW / iShares Trust - iShares U.S. Technology ETF
ADM / Archer-Daniels-Midland Company
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
CSX / CSX Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BAX / Baxter International Inc.
WPM / Wheaton Precious Metals Corp.
HON / Honeywell International Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MCHP / Microchip Technology Incorporated
TRMB / Trimble Inc.
ETN / Eaton Corporation plc
MMM / 3M Company
CVS / CVS Health Corporation
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
EWBC / East West Bancorp, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
XEL / Xcel Energy Inc.
GPN / Global Payments Inc.
NET / Cloudflare, Inc.
KLAC / KLA Corporation
NEM / Newmont Corporation
VLO / Valero Energy Corporation
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
PG / The Procter & Gamble Company
LEG / Leggett & Platt, Incorporated
DUK / Duke Energy Corporation
STLD / Steel Dynamics, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
WBA / Walgreens Boots Alliance, Inc.
BAC / Bank of America Corporation
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
NSC / Norfolk Southern Corporation
SCHW / The Charles Schwab Corporation
IT / Gartner, Inc.
HQY / HealthEquity, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
AMP / Ameriprise Financial, Inc.
CNQ / Canadian Natural Resources Limited
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
KMB / Kimberly-Clark Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MDLZ / Mondelez International, Inc.
FI / Fiserv, Inc.
MRVL / Marvell Technology, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
T / AT&T Inc.
FMC / FMC Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MA / Mastercard Incorporated
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
WAL / Western Alliance Bancorporation
MDT / Medtronic plc
MDGL / Madrigal Pharmaceuticals, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ECL / Ecolab Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
PH / Parker-Hannifin Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
HDV / iShares Trust - iShares Core High Dividend ETF
FCX / Freeport-McMoRan Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IAU / iShares Gold Trust
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SRE / Sempra
IWN / iShares Trust - iShares Russell 2000 Value ETF
IWB / iShares Trust - iShares Russell 1000 ETF
ATVI / Activision Blizzard Inc
OXY / Occidental Petroleum Corporation
PRI / Primerica, Inc.
SIVB / SVB Financial Group
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
MRNA / Moderna, Inc.
TWTR / Twitter Inc
VRSK / Verisk Analytics, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
KHC / The Kraft Heinz Company
GD / General Dynamics Corporation
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
YUMC / Yum China Holdings, Inc.
AVGO / Broadcom Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
DVY / iShares Trust - iShares Select Dividend ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
CMCSA / Comcast Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
TMO / Thermo Fisher Scientific Inc.
PYPL / PayPal Holdings, Inc.
CI / The Cigna Group
PCAR / PACCAR Inc
GBCI / Glacier Bancorp, Inc.
DE / Deere & Company
WCC / WESCO International, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
GWW / W.W. Grainger, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
MKC / McCormick & Company, Incorporated
GE / General Electric Company
XYZ / Block, Inc.
SSD / Simpson Manufacturing Co., Inc.
SHOP / Shopify Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ICE / Intercontinental Exchange, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
OLMA / Olema Pharmaceuticals, Inc.
TGT / Target Corporation
SBUX / Starbucks Corporation
PRU / Prudential Financial, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
BA / The Boeing Company
IOO / iShares Trust - iShares Global 100 ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
LMT / Lockheed Martin Corporation
AMZN / Amazon.com, Inc.
SHW / The Sherwin-Williams Company
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
UNP / Union Pacific Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
CB / Chubb Limited
AMAT / Applied Materials, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SMAR / Smartsheet Inc.
AAL / American Airlines Group Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
GIS / General Mills, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
META / Meta Platforms, Inc.
GSAT / Globalstar, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
NRIX / Nurix Therapeutics, Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
MU / Micron Technology, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
PINS / Pinterest, Inc.
KEYS / Keysight Technologies, Inc.
GS / The Goldman Sachs Group, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
FDS / FactSet Research Systems Inc.
HPQ / HP Inc.
WEC / WEC Energy Group, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
JCI / Johnson Controls International plc
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
EQIX / Equinix, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
TTC / The Toro Company
MTD / Mettler-Toledo International Inc.
NOC / Northrop Grumman Corporation
HPE / Hewlett Packard Enterprise Company
ITW / Illinois Tool Works Inc.
GOOG / Alphabet Inc.
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
DAL / Delta Air Lines, Inc.
PHYS / Sprott Physical Gold Trust
IWD / iShares Trust - iShares Russell 1000 Value ETF
CRWD / CrowdStrike Holdings, Inc.
KKR / KKR & Co. Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
AON / Aon plc
VFH / Vanguard World Fund - Vanguard Financials ETF
GILD / Gilead Sciences, Inc.
CVX / Chevron Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DHR / Danaher Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
ABNB / Airbnb, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
DLR / Digital Realty Trust, Inc.
CHY / Calamos Convertible and High Income Fund
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
WFC / Wells Fargo & Company
AMD / Advanced Micro Devices, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
CAG / Conagra Brands, Inc.
KMI / Kinder Morgan, Inc.
D / Dominion Energy, Inc.
PNC / The PNC Financial Services Group, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
COIN / Coinbase Global, Inc.
INCY / Incyte Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
AME / AMETEK, Inc.
GOOGL / Alphabet Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
RUN / Sunrun Inc.
KTB / Kontoor Brands, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
SBAC / SBA Communications Corporation
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
SPY / SPDR S&P 500 ETF
LOW / Lowe's Companies, Inc.
SIGI / Selective Insurance Group, Inc.
CDW / CDW Corporation
CCI / Crown Castle Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
LLY / Eli Lilly and Company
QRVO / Qorvo, Inc.
WM / Waste Management, Inc.
HSY / The Hershey Company
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
HALO / Halozyme Therapeutics, Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
HCA / HCA Healthcare, Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
JNJ / Johnson & Johnson
LAMR / Lamar Advertising Company
IHI / iShares Trust - iShares U.S. Medical Devices ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
ED / Consolidated Edison, Inc.
BX / Blackstone Inc.
HUM / Humana Inc.
FDX / FedEx Corporation
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
CAT / Caterpillar Inc.
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
LULU / lululemon athletica inc.
MO / Altria Group, Inc.
XNCR / Xencor, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
INTC / Intel Corporation
MPC / Marathon Petroleum Corporation
ROK / Rockwell Automation, Inc.
GM / General Motors Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
BRO / Brown & Brown, Inc.
MBB / iShares Trust - iShares MBS ETF
DOW / Dow Inc.
ABBV / AbbVie Inc.
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
NFLX / Netflix, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
COP / ConocoPhillips
VZ / Verizon Communications Inc.
BSY / Bentley Systems, Incorporated
FITB / Fifth Third Bancorp
NEE / NextEra Energy, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
APP / AppLovin Corporation
ACN / Accenture plc
PSA / Public Storage
RY / Royal Bank of Canada
ENB / Enbridge Inc.
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
BRK.B / Berkshire Hathaway Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
SYY / Sysco Corporation
TSN / Tyson Foods, Inc.
GNRC / Generac Holdings Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
DOV / Dover Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
DGX / Quest Diagnostics Incorporated
SYK / Stryker Corporation
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
ADSK / Autodesk, Inc.
CHTR / Charter Communications, Inc.
NUS / Nu Skin Enterprises, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
WPC / W. P. Carey Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
DOCU / DocuSign, Inc.
PFE / Pfizer Inc.
C / Citigroup Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
GLPI / Gaming and Leisure Properties, Inc.
CTAS / Cintas Corporation
PSX / Phillips 66
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
TJX / The TJX Companies, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
CHD / Church & Dwight Co., Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
FIS / Fidelity National Information Services, Inc.
BMY / Bristol-Myers Squibb Company
LIN / Linde plc
IWV / iShares Trust - iShares Russell 3000 ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
EMR / Emerson Electric Co.
MSI / Motorola Solutions, Inc.
CTVA / Corteva, Inc.
ISRG / Intuitive Surgical, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
FE / FirstEnergy Corp.
SPGI / S&P Global Inc.
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
KO / The Coca-Cola Company
IVV / iShares Trust - iShares Core S&P 500 ETF
AMT / American Tower Corporation
HD / The Home Depot, Inc.
PPG / PPG Industries, Inc.
WMT / Walmart Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
RBLX / Roblox Corporation
ADP / Automatic Data Processing, Inc.
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
YUM / Yum! Brands, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
PLD / Prologis, Inc.
F / Ford Motor Company
IWM / iShares Trust - iShares Russell 2000 ETF
DHI / D.R. Horton, Inc.
OMC / Omnicom Group Inc.
NOW / ServiceNow, Inc.
TFC / Truist Financial Corporation
DD / DuPont de Nemours, Inc.
USB / U.S. Bancorp
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund