Market Value7,840,373,097
Total Holdings814
File Date2024-02-28
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)
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
FDX / FedEx Corporation
CB / Chubb Limited
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
LIN / Linde plc
DRI / Darden Restaurants, Inc.
COST / Costco Wholesale Corporation
EOG / EOG Resources, Inc.
ABNB / Airbnb, Inc.
SOFI / SoFi Technologies, Inc.
WM / Waste Management, Inc.
GLD / SPDR Gold Trust
SMOT / VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
TRV / The Travelers Companies, Inc.
SHOP / Shopify Inc.
PYPL / PayPal Holdings, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
AXON / Axon Enterprise, Inc.
MKC / McCormick & Company, Incorporated
SRPT / Sarepta Therapeutics, Inc.
IRM / Iron Mountain Incorporated
ABBV / AbbVie Inc.
INTF / iShares Trust - iShares International Equity Factor ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
DGX / Quest Diagnostics Incorporated
SYK / Stryker Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
HTO / H2O America
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
OUNZ / VanEck Merk Gold ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
WFC / Wells Fargo & Company
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
T / AT&T Inc.
AAPL / Apple Inc.
ATO / Atmos Energy Corporation
EMR / Emerson Electric Co.
HD / The Home Depot, Inc.
DKNG / DraftKings Inc.
ALL / The Allstate Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
UNP / Union Pacific Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
GLW / Corning Incorporated
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
PCAR / PACCAR Inc
EVG / Eaton Vance Short Duration Diversified Income Fund
ECL / Ecolab Inc.
XEL / Xcel Energy Inc.
LAZR / Luminar Technologies, Inc.
ED / Consolidated Edison, Inc.
WOR / Worthington Enterprises, Inc.
GM / General Motors Company
PAWZ / ProShares Trust - ProShares Pet Care ETF
XYZ / Block, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
EQIX / Equinix, Inc.
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
TECL / Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
RPM / RPM International Inc.
DFS / Discover Financial Services
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
PZT / Invesco Exchange-Traded Fund Trust II - Invesco New York AMT-Free Municipal Bond ETF
NKE / NIKE, Inc.
AVGO / Broadcom Inc.
PRU / Prudential Financial, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
TD / The Toronto-Dominion Bank
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
NEM / Newmont Corporation
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
FTNT / Fortinet, Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
STLD / Steel Dynamics, Inc.
JSCP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF
SPXN / ProShares Trust - ProShares S&P 500 Ex-Financials ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
ULTA / Ulta Beauty, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
CDNS / Cadence Design Systems, Inc.
UTF / Cohen & Steers Infrastructure Fund, Inc
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
MDY / SPDR S&P MidCap 400 ETF Trust
GSAT / Globalstar, Inc.
ADP / Automatic Data Processing, Inc.
TDG / TransDigm Group Incorporated
HOG / Harley-Davidson, Inc.
CR / Crane Company
TER / Teradyne, Inc.
FAF / First American Financial Corporation
TBT / ProShares Trust - ProShares UltraShort 20+ Year Treasury
CARR / Carrier Global Corporation
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
TTD / The Trade Desk, Inc.
AXP / American Express Company
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
AI / C3.ai, Inc.
GPN / Global Payments Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
HII / Huntington Ingalls Industries, Inc.
C.WSA / Citigroup, Inc.
XIFR / XPLR Infrastructure, LP - Limited Partnership
MRNA / Moderna, Inc.
CL / Colgate-Palmolive Company
LCID / Lucid Group, Inc.
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
APP / AppLovin Corporation
BAC / Bank of America Corporation
WCC / WESCO International, Inc.
HUM / Humana Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ENSG / The Ensign Group, Inc.
CCI / Crown Castle Inc.
BRO / Brown & Brown, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
TSLA / Tesla, Inc.
GS / The Goldman Sachs Group, Inc.
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
NTRS / Northern Trust Corporation
ORLY / O'Reilly Automotive, Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
FE / FirstEnergy Corp.
LW / Lamb Weston Holdings, Inc.
ARWR / Arrowhead Pharmaceuticals, Inc.
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
SPC / Trust for Professional Managers - CrossingBridge Pre-Merger SPAC ETF
SIRI / Sirius XM Holdings Inc.
MSFT / Microsoft Corporation
ENPH / Enphase Energy, Inc.
MU / Micron Technology, Inc.
META / Meta Platforms, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
DINO / HF Sinclair Corporation
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
IOT / Samsara Inc.
LNT / Alliant Energy Corporation
LUV / Southwest Airlines Co.
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
CACC / Credit Acceptance Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
BFB / Brown-Forman Corp. - Class B
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
IWV / iShares Trust - iShares Russell 3000 ETF
TSN / Tyson Foods, Inc.
AMGN / Amgen Inc.
BR / Broadridge Financial Solutions, Inc.
PSX / Phillips 66
ORI / Old Republic International Corporation
IDXX / IDEXX Laboratories, Inc.
FCX / Freeport-McMoRan Inc.
OTIS / Otis Worldwide Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
INCY / Incyte Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
FAX / Abrdn Asia-Pacific Income Fund Inc
PXD / Pioneer Natural Resources Company
PM / Philip Morris International Inc.
CABO / Cable One, Inc.
EWW / iShares, Inc. - iShares MSCI Mexico ETF
AMLI / American Lithium Corp.
EVTL / Vertical Aerospace Ltd.
CTRM / Castor Maritime Inc.
GOEV / Canoo Inc.
IAT / iShares Trust - iShares U.S. Regional Banks ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
SUM / Summit Materials, Inc.
BAC.PRL / Bank of America Corporation - Preferred Stock
LASR / nLIGHT, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
COO / The Cooper Companies, Inc.
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
BJ / BJ's Wholesale Club Holdings, Inc.
UEC / Uranium Energy Corp.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
PRI / Primerica, Inc.
SLVP / iShares, Inc. - iShares MSCI Global Silver and Metals Miners ETF
KXI / iShares Trust - iShares Global Consumer Staples ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SSD / Simpson Manufacturing Co., Inc.
PLTR / Palantir Technologies Inc.
HLT / Hilton Worldwide Holdings Inc.
MDB / MongoDB, Inc.
CMCSA / Comcast Corporation
BRK.B / Berkshire Hathaway Inc.
RSG / Republic Services, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
EXC / Exelon Corporation
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
MBB / iShares Trust - iShares MBS ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
QQQ / Invesco QQQ Trust, Series 1
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
DAL / Delta Air Lines, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
PDSB / PDS Biotechnology Corporation
CHY / Calamos Convertible and High Income Fund
DVY / iShares Trust - iShares Select Dividend ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
INTC / Intel Corporation
PGR / The Progressive Corporation
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
BTT / Blackrock Municipal 2030 Target Term Trust
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
SLV / iShares Silver Trust
VOX / Vanguard World Fund - Vanguard Communication Services ETF
DE / Deere & Company
GE / General Electric Company
SEEL / Seelos Therapeutics, Inc.
ARE / Alexandria Real Estate Equities, Inc.
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
VHC / VirnetX Holding Corporation
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
DAR / Darling Ingredients Inc.
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
VMW / Vmware Inc. - Class A
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
EFTR / eFFECTOR Therapeutics, Inc.
JWN / Nordstrom, Inc.
HRL / Hormel Foods Corporation
IQV / IQVIA Holdings Inc.
SFT / Shift Technologies Inc - Class A
DRN / Direxion Shares ETF Trust - Direxion Daily Real Estate Bull 3X Shares
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
FITB / Fifth Third Bancorp
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
MGRC / McGrath RentCorp
PFF / iShares Trust - iShares Preferred and Income Securities ETF
DLR / Digital Realty Trust, Inc.
ADM / Archer-Daniels-Midland Company
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
ALNY / Alnylam Pharmaceuticals, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
DGRO / iShares Trust - iShares Core Dividend Growth ETF
TT / Trane Technologies plc
BA / The Boeing Company
MESA / Mesa Air Group, Inc.
UAA / Under Armour, Inc.
CAG / Conagra Brands, Inc.
WBA / Walgreens Boots Alliance, Inc.
DUK / Duke Energy Corporation
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
BFA / Brown-Forman Corp. - Class A
FLT / Corpay, Inc.
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
VTRS / Viatris Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
NSC / Norfolk Southern Corporation
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
KMB / Kimberly-Clark Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
MRVL / Marvell Technology, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
BKNG / Booking Holdings Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
WASH / Washington Trust Bancorp, Inc.
NAC / Nuveen California Quality Municipal Income Fund
YUM / Yum! Brands, Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
LEA / Lear Corporation
TJX / The TJX Companies, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CTAS / Cintas Corporation
F / Ford Motor Company
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
CFLT / Confluent, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
OXY / Occidental Petroleum Corporation
JBLU / JetBlue Airways Corporation
WEC / WEC Energy Group, Inc.
IBM / International Business Machines Corporation
SWAV / Shockwave Medical, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
IYG / iShares Trust - iShares U.S. Financial Services ETF
AMZN / Amazon.com, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
WMT / Walmart Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
DXCM / DexCom, Inc.
ROK / Rockwell Automation, Inc.
ESS / Essex Property Trust, Inc.
APD / Air Products and Chemicals, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
UAL / United Airlines Holdings, Inc.
BX / Blackstone Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
QCOM / QUALCOMM Incorporated
DHR / Danaher Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ORCL / Oracle Corporation
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
V / Visa Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SPGI / S&P Global Inc.
AFL / Aflac Incorporated
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ANET / Arista Networks Inc
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
FELG / Fidelity Covington Trust - Enhanced Large Cap Growth ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
FNV / Franco-Nevada Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
MTSI / MACOM Technology Solutions Holdings, Inc.
ABT / Abbott Laboratories
CTVA / Corteva, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
MET / MetLife, Inc.
BALL / Ball Corporation
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
INTU / Intuit Inc.
APO / Apollo Global Management, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
IWM / iShares Trust - iShares Russell 2000 ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
TYL / Tyler Technologies, Inc.
CDW / CDW Corporation
GLPI / Gaming and Leisure Properties, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SRE / Sempra
ATVI / Activision Blizzard Inc
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
DIS / The Walt Disney Company
ETN / Eaton Corporation plc
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
GPC / Genuine Parts Company
VRM / Vroom, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
ON / ON Semiconductor Corporation
CIM / Chimera Investment Corporation
IBHC / iShares Trust - iShares iBonds 2023 Term High Yield and Income ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
BSY / Bentley Systems, Incorporated
HLN / Haleon plc - Depositary Receipt (Common Stock)
URI / United Rentals, Inc.
EIX / Edison International
FMC / FMC Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
YUMC / Yum China Holdings, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
PSLV / Sprott Physical Silver Trust
TFC / Truist Financial Corporation
LULU / lululemon athletica inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
TTC / The Toro Company
RMT / Royce Micro-Cap Trust, Inc.
CNC / Centene Corporation
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
OEF / iShares Trust - iShares S&P 100 ETF
OKE / ONEOK, Inc.
MO / Altria Group, Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
BSX / Boston Scientific Corporation
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
WS / Worthington Steel, Inc.
GNMA / iShares Trust - iShares GNMA Bond ETF
FOF / Cohen & Steers Closed-End Opportunity Fund, Inc.
CMI / Cummins Inc.
KKR / KKR & Co. Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
NUS / Nu Skin Enterprises, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
BRK.A / Berkshire Hathaway Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
CF / CF Industries Holdings, Inc.
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
SABR / Sabre Corporation
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
NRGV / Energy Vault Holdings, Inc.
LFVN / LifeVantage Corporation
LHX / L3Harris Technologies, Inc.
HPQ / HP Inc.
FICO / Fair Isaac Corporation
SBAC / SBA Communications Corporation
ADSK / Autodesk, Inc.
USB / U.S. Bancorp
PFE / Pfizer Inc.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
ADI / Analog Devices, Inc.
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
NUE / Nucor Corporation
CME / CME Group Inc.
APH / Amphenol Corporation
AVDE / American Century ETF Trust - Avantis International Equity ETF
FAST / Fastenal Company
ADBE / Adobe Inc.
TY / Tri-Continental Corporation
MLM / Martin Marietta Materials, Inc.
LRCX / Lam Research Corporation
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
PAYX / Paychex, Inc.
MPC / Marathon Petroleum Corporation
DOW / Dow Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
JCI / Johnson Controls International plc
AIG / American International Group, Inc.
MCHP / Microchip Technology Incorporated
GOOGL / Alphabet Inc.
CRM / Salesforce, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
NOC / Northrop Grumman Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
TMO / Thermo Fisher Scientific Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
TIP / iShares Trust - iShares TIPS Bond ETF
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
O / Realty Income Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
CLX / The Clorox Company
CRWD / CrowdStrike Holdings, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
SO / The Southern Company
WTW / Willis Towers Watson Public Limited Company
TRMB / Trimble Inc.
CAT / Caterpillar Inc.
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
HYPR / Hyperfine, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
XT / iShares Trust - iShares Exponential Technologies ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
FC / Franklin Covey Co.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
ELV / Elevance Health, Inc.
ET / Energy Transfer LP - Limited Partnership
JPM / JPMorgan Chase & Co.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BLND / Blend Labs, Inc.
TMUS / T-Mobile US, Inc.
CCL / Carnival Corporation & plc
NFLX / Netflix, Inc.
MUC / BlackRock MuniHoldings California Quality Fund, Inc.
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
CI / The Cigna Group
GWW / W.W. Grainger, Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
HALO / Halozyme Therapeutics, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF
HRB / H&R Block, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
RY / Royal Bank of Canada
HCA / HCA Healthcare, Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
GILD / Gilead Sciences, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
CMG / Chipotle Mexican Grill, Inc.
SPY / SPDR S&P 500 ETF
GOOG / Alphabet Inc.
ZTS / Zoetis Inc.
AEP / American Electric Power Company, Inc.
DECK / Deckers Outdoor Corporation
EWJ / iShares, Inc. - iShares MSCI Japan ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
GBCI / Glacier Bancorp, Inc.
XNCR / Xencor, Inc.
PSN / Parsons Corporation
LLY / Eli Lilly and Company
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
IYT / iShares Trust - iShares U.S. Transportation ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
WBD / Warner Bros. Discovery, Inc.
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
ICE / Intercontinental Exchange, Inc.
MCK / McKesson Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
WPM / Wheaton Precious Metals Corp.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
WDAY / Workday, Inc.
PDI / PIMCO Dynamic Income Fund
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
JQC / Nuveen Credit Strategies Income Fund
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
OPK / OPKO Health, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SUN / Sunoco LP - Limited Partnership
ENB / Enbridge Inc.
UPS / United Parcel Service, Inc.
FCAL / First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF
BDX / Becton, Dickinson and Company
EXR / Extra Space Storage Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ALLO / Allogene Therapeutics, Inc.
TGT / Target Corporation
LEN / Lennar Corporation
MS / Morgan Stanley
CHTR / Charter Communications, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
KHC / The Kraft Heinz Company
VFH / Vanguard World Fund - Vanguard Financials ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IOO / iShares Trust - iShares Global 100 ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
ZION / Zions Bancorporation, National Association
BTZ / BlackRock Credit Allocation Income Trust
LMT / Lockheed Martin Corporation
NEE / NextEra Energy, Inc.
MIN / MFS Intermediate Income Trust
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
PAG / Penske Automotive Group, Inc.
CSCO / Cisco Systems, Inc.
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
CVX / Chevron Corporation
SNA / Snap-on Incorporated
WPC / W. P. Carey Inc.
WWD / Woodward, Inc.
CCJ / Cameco Corporation
LBAY / Tidal Trust I - Leatherback Long/Short Alternative Yield ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
JNJ / Johnson & Johnson
D / Dominion Energy, Inc.
OLMA / Olema Pharmaceuticals, Inc.
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
SLB / Schlumberger Limited
CBRE / CBRE Group, Inc.
BAX / Baxter International Inc.
SBUX / Starbucks Corporation
PEG / Public Service Enterprise Group Incorporated
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
VRSK / Verisk Analytics, Inc.
AME / AMETEK, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
PWR / Quanta Services, Inc.
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
A / Agilent Technologies, Inc.
CSX / CSX Corporation
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
FI / Fiserv, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
HON / Honeywell International Inc.
COR / Cencora, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
DD / DuPont de Nemours, Inc.
SNFCA / Security National Financial Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FNF / Fidelity National Financial, Inc.
UNH / UnitedHealth Group Incorporated
DHI / D.R. Horton, Inc.
PSA / Public Storage
IGM / iShares Trust - iShares Expanded Tech Sector ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
SNAP / Snap Inc.
MMM / 3M Company
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
HSY / The Hershey Company
AAL / American Airlines Group Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MDLZ / Mondelez International, Inc.
DOV / Dover Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MRK / Merck & Co., Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
NXPI / NXP Semiconductors N.V.
AMAT / Applied Materials, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
IGR / CBRE Global Real Estate Income Fund
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
PCG / PG&E Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
PPL / PPL Corporation
GEHC / GE HealthCare Technologies Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SIGI / Selective Insurance Group, Inc.
EVV / Eaton Vance Limited Duration Income Fund
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
PHYS / Sprott Physical Gold Trust
DTE / DTE Energy Company
C / Citigroup Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
LOW / Lowe's Companies, Inc.
KLAC / KLA Corporation
WMB / The Williams Companies, Inc.
EWBC / East West Bancorp, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
GIS / General Mills, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
CPRT / Copart, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
CAH / Cardinal Health, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
CVS / CVS Health Corporation
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
GRMN / Garmin Ltd.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
DVN / Devon Energy Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
NYF / iShares Trust - iShares New York Muni Bond ETF
SOXX / iShares Trust - iShares Semiconductor ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
WTRG / Essential Utilities, Inc.
SKYW / SkyWest, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
SHW / The Sherwin-Williams Company
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
KMI / Kinder Morgan, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IXN / iShares Trust - iShares Global Tech ETF
MAPS / WM Technology, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
VLO / Valero Energy Corporation
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
AMT / American Tower Corporation
GD / General Dynamics Corporation
CMF / iShares Trust - iShares California Muni Bond ETF
NB / NioCorp Developments Ltd.
URTH / iShares, Inc. - iShares MSCI World ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
CHD / Church & Dwight Co., Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
GGG / Graco Inc.
UBSI / United Bankshares, Inc.
AMP / Ameriprise Financial, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SNPS / Synopsys, Inc.
GL / Globe Life Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
ACN / Accenture plc
BMY / Bristol-Myers Squibb Company
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
MAR / Marriott International, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
ARES / Ares Management Corporation
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
CNQ / Canadian Natural Resources Limited
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
MSI / Motorola Solutions, Inc.
WELL / Welltower Inc.
RTX / RTX Corporation
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
ROST / Ross Stores, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
ACHR / Archer Aviation Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
PNC / The PNC Financial Services Group, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MMC / Marsh & McLennan Companies, Inc.
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
SPXE / ProShares Trust - ProShares S&P 500 Ex-Energy ETF
AMD / Advanced Micro Devices, Inc.
IYM / iShares Trust - iShares U.S. Basic Materials ETF
CP / Canadian Pacific Kansas City Limited
MSCI / MSCI Inc.
VEEV / Veeva Systems Inc.
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
TTWO / Take-Two Interactive Software, Inc.
MA / Mastercard Incorporated
MDT / Medtronic plc
ITW / Illinois Tool Works Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
PEP / PepsiCo, Inc.
NVDA / NVIDIA Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SCHW / The Charles Schwab Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
EW / Edwards Lifesciences Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
CEG / Constellation Energy Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TXN / Texas Instruments Incorporated
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
PLD / Prologis, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
UA / Under Armour, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
SYY / Sysco Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
CHI / Calamos Convertible Opportunities and Income Fund
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
ALB / Albemarle Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
HAL / Halliburton Company
KEYS / Keysight Technologies, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
RMD / ResMed Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
UBER / Uber Technologies, Inc.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
VZ / Verizon Communications Inc.
GBDC / Golub Capital BDC, Inc.
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
SEVN / Seven Hills Realty Trust
PH / Parker-Hannifin Corporation
CHE / Chemed Corporation
PG / The Procter & Gamble Company
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
KO / The Coca-Cola Company
COP / ConocoPhillips
AMBP / Ardagh Metal Packaging S.A.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
MCD / McDonald's Corporation
PANW / Palo Alto Networks, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
IAU / iShares Gold Trust
IVV / iShares Trust - iShares Core S&P 500 ETF
IWB / iShares Trust - iShares Russell 1000 ETF
XOM / Exxon Mobil Corporation
ISRG / Intuitive Surgical, Inc.
MOVE / Movano Inc.
SPCB / SuperCom Ltd.
HPE / Hewlett Packard Enterprise Company
DNMR / Danimer Scientific, Inc.
KBE / SPDR Series Trust - SPDR S&P Bank ETF
OMC / Omnicom Group Inc.
NOW / ServiceNow, Inc.
RUN / Sunrun Inc.