Market Value13,025,443,502
Total Holdings817
File Date2025-05-15
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)
STAG / STAG Industrial, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
NSA / National Storage Affiliates Trust
EXP / Eagle Materials Inc.
CHX / ChampionX Corporation
EFX / Equifax Inc.
ITT / ITT Inc.
TSLA / Tesla, Inc.
SWK / Stanley Black & Decker, Inc.
TXRH / Texas Roadhouse, Inc.
ALL / The Allstate Corporation
TILE / Interface, Inc.
AVNT / Avient Corporation
GMED / Globus Medical, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
HLI / Houlihan Lokey, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
DSGX / The Descartes Systems Group Inc.
VCEL / Vericel Corporation
AEP / American Electric Power Company, Inc.
PFE / Pfizer Inc.
F / Ford Motor Company
LYV / Live Nation Entertainment, Inc.
GOOGL / Alphabet Inc.
HWM / Howmet Aerospace Inc.
SHOP / Shopify Inc.
APH / Amphenol Corporation
ZTS / Zoetis Inc.
GEHC / GE HealthCare Technologies Inc.
CME / CME Group Inc.
VIAV / Viavi Solutions Inc.
MTSI / MACOM Technology Solutions Holdings, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
WST / West Pharmaceutical Services, Inc.
WELL / Welltower Inc.
SKY / Champion Homes, Inc.
NDSN / Nordson Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
HES / Hess Corporation
CRNX / Crinetics Pharmaceuticals, Inc.
SCI / Service Corporation International
EQR / Equity Residential
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
VZ / Verizon Communications Inc.
FIX / Comfort Systems USA, Inc.
PYPL / PayPal Holdings, Inc.
NXPI / NXP Semiconductors N.V.
VRSN / VeriSign, Inc.
PRU / Prudential Financial, Inc.
ACN / Accenture plc
PHAT / Phathom Pharmaceuticals, Inc.
V / Visa Inc.
MLM / Martin Marietta Materials, Inc.
HPQ / HP Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
WMT / Walmart Inc.
UPS / United Parcel Service, Inc.
CNC / Centene Corporation
MELI / MercadoLibre, Inc.
DAL / Delta Air Lines, Inc.
HUBS / HubSpot, Inc.
LRCX / Lam Research Corporation
REGN / Regeneron Pharmaceuticals, Inc.
INTU / Intuit Inc.
CASY / Casey's General Stores, Inc.
TMO / Thermo Fisher Scientific Inc.
ELV / Elevance Health, Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
AEM / Agnico Eagle Mines Limited
FLG / Flagstar Financial, Inc.
BAH / Booz Allen Hamilton Holding Corporation
ADP / Automatic Data Processing, Inc.
DE / Deere & Company
SO / The Southern Company
NYT / The New York Times Company
RSG / Republic Services, Inc.
SPXC / SPX Technologies, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
BPMC / Blueprint Medicines Corporation
SIL / Global X Funds - Global X Silver Miners ETF
CGNX / Cognex Corporation
FCX / Freeport-McMoRan Inc.
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
VCYT / Veracyte, Inc.
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
ENSG / The Ensign Group, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
VTR / Ventas, Inc.
SYBX / Synlogic, Inc.
XOM / Exxon Mobil Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
BLD / TopBuild Corp.
HALO / Halozyme Therapeutics, Inc.
IRON / Disc Medicine, Inc.
CENTA / Central Garden & Pet Company
TSCO / Tractor Supply Company
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
UBS / UBS Group AG
IDV / iShares Trust - iShares International Select Dividend ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
OKE / ONEOK, Inc.
MPC / Marathon Petroleum Corporation
SSNC / SS&C Technologies Holdings, Inc.
MO / Altria Group, Inc.
AEIS / Advanced Energy Industries, Inc.
GWW / W.W. Grainger, Inc.
COF / Capital One Financial Corporation
DOW / Dow Inc.
TD / The Toronto-Dominion Bank
PMN / ProMIS Neurosciences, Inc.
CMG / Chipotle Mexican Grill, Inc.
DUOL / Duolingo, Inc.
IBKR / Interactive Brokers Group, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
GEV / GE Vernova Inc.
MKC / McCormick & Company, Incorporated
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
TSVT / 2seventy bio, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
TW / Tradeweb Markets Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
NFLX / Netflix, Inc.
INSM / Insmed Incorporated
PAR / PAR Technology Corporation
ROK / Rockwell Automation, Inc.
PASG / Passage Bio, Inc.
ALC / Alcon Inc.
PSLV / Sprott Physical Silver Trust
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
ITCI / Intra-Cellular Therapies, Inc.
TFC / Truist Financial Corporation
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
UBER / Uber Technologies, Inc.
PSA / Public Storage
HPE.PRC / Hewlett Packard Enterprise Company - Preferred Security
ETR / Entergy Corporation
PHYS / Sprott Physical Gold Trust
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
CTAS / Cintas Corporation
REET / iShares Trust - iShares Global REIT ETF
VLY / Valley National Bancorp
CMI / Cummins Inc.
CSX / CSX Corporation
DLB / Dolby Laboratories, Inc.
NDAQ / Nasdaq, Inc.
PHM / PulteGroup, Inc.
EQIX / Equinix, Inc.
HON / Honeywell International Inc.
GPC / Genuine Parts Company
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
MET / MetLife, Inc.
MDLZ / Mondelez International, Inc.
UNH / UnitedHealth Group Incorporated
ORCL / Oracle Corporation
CARY / Angel Oak Funds Trust - Angel Oak Income ETF
NEU / NewMarket Corporation
ENTG / Entegris, Inc.
SAGE / Sage Therapeutics, Inc.
MCHP / Microchip Technology Incorporated
COR / Cencora, Inc.
CYBR / CyberArk Software Ltd.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
GRMN / Garmin Ltd.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
GHI / Greystone Housing Impact Investors LP
OTIS / Otis Worldwide Corporation
FERG / Ferguson Enterprises Inc.
AMAT / Applied Materials, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GL / Globe Life Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
CSL / Carlisle Companies Incorporated
FANG / Diamondback Energy, Inc.
RVMD / Revolution Medicines, Inc.
MU / Micron Technology, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
GOLD / Barrick Mining Corporation
KNSL / Kinsale Capital Group, Inc.
CHD / Church & Dwight Co., Inc.
INBK / First Internet Bancorp
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
VERV / Verve Therapeutics, Inc.
WTRG / Essential Utilities, Inc.
CB / Chubb Limited
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
FULC / Fulcrum Therapeutics, Inc.
GGG / Graco Inc.
MSCI / MSCI Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
APD / Air Products and Chemicals, Inc.
CEG / Constellation Energy Corporation
STE / STERIS plc
CNM / Core & Main, Inc.
CPAY / Corpay, Inc.
AXON / Axon Enterprise, Inc.
TGT / Target Corporation
ROST / Ross Stores, Inc.
GM / General Motors Company
URA / Global X Funds - Global X Uranium ETF
GBCI / Glacier Bancorp, Inc.
HUBB / Hubbell Incorporated
IDXX / IDEXX Laboratories, Inc.
IONS / Ionis Pharmaceuticals, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
KR / The Kroger Co.
LULU / lululemon athletica inc.
CRM / Salesforce, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IP / International Paper Company
RYTM / Rhythm Pharmaceuticals, Inc.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
RF / Regions Financial Corporation
NVDA / NVIDIA Corporation
LDOS / Leidos Holdings, Inc.
STLD / Steel Dynamics, Inc.
VNOM / Viper Energy, Inc.
DPZ / Domino's Pizza, Inc.
PM / Philip Morris International Inc.
NEE / NextEra Energy, Inc.
CLX / The Clorox Company
CXT / Crane NXT, Co.
RHP / Ryman Hospitality Properties, Inc.
ATRC / AtriCure, Inc.
ACGL / Arch Capital Group Ltd.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
APPF / AppFolio, Inc.
OCFC / OceanFirst Financial Corp.
LOPE / Grand Canyon Education, Inc.
GNRC / Generac Holdings Inc.
NU / Nu Holdings Ltd.
CBFV / CB Financial Services, Inc.
EXAS / Exact Sciences Corporation
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
ZION / Zions Bancorporation, National Association
TRC / Tejon Ranch Co.
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
CE / Celanese Corporation
NVR / NVR, Inc.
BWA / BorgWarner Inc.
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
CVBF / CVB Financial Corp.
RHI / Robert Half Inc.
MANH / Manhattan Associates, Inc.
ICLR / ICON Public Limited Company
CZWI / Citizens Community Bancorp, Inc.
BCAL / California BanCorp.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
PATK / Patrick Industries, Inc.
AXP / American Express Company
USPH / U.S. Physical Therapy, Inc.
WSC / WillScot Holdings Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
PR / Permian Resources Corporation
NOC / Northrop Grumman Corporation
PAYX / Paychex, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
GOOG / Alphabet Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IQV / IQVIA Holdings Inc.
WM / Waste Management, Inc.
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
ET / Energy Transfer LP - Limited Partnership
CARR / Carrier Global Corporation
ULTA / Ulta Beauty, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VRTX / Vertex Pharmaceuticals Incorporated
KVUE / Kenvue Inc.
GTLS / Chart Industries, Inc.
CI / The Cigna Group
TMUS / T-Mobile US, Inc.
CSGP / CoStar Group, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
MORN / Morningstar, Inc.
JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF
DELL / Dell Technologies Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
BXSL / Blackstone Secured Lending Fund
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
TTC / The Toro Company
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
WABC / Westamerica Bancorporation
RY / Royal Bank of Canada
NEM / Newmont Corporation
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
UNP / Union Pacific Corporation
RELX / RELX PLC - Depositary Receipt (Common Stock)
T / AT&T Inc.
EIPX / First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF
MA / Mastercard Incorporated
EFA / iShares Trust - iShares MSCI EAFE ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
HXL / Hexcel Corporation
KO / The Coca-Cola Company
PG / The Procter & Gamble Company
FLYW / Flywire Corporation
UMBF / UMB Financial Corporation
GD / General Dynamics Corporation
OMC / Omnicom Group Inc.
MMM / 3M Company
SNOW / Snowflake Inc.
CTSH / Cognizant Technology Solutions Corporation
PFGC / Performance Food Group Company
CCK / Crown Holdings, Inc.
ALGM / Allegro MicroSystems, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
IWV / iShares Trust - iShares Russell 3000 ETF
SITE / SiteOne Landscape Supply, Inc.
PB / Prosperity Bancshares, Inc.
SLGN / Silgan Holdings Inc.
PDM / Piedmont Realty Trust, Inc.
ULS / UL Solutions Inc.
ALLY / Ally Financial Inc.
BOW / Bowhead Specialty Holdings Inc.
SWTX / SpringWorks Therapeutics, Inc.
MMIN / New York Life Investments Active ETF Trust - NYLI MacKay Muni Insured ETF
DUK / Duke Energy Corporation
MSTR / Strategy Inc
RLAY / Relay Therapeutics, Inc.
SUPN / Supernus Pharmaceuticals, Inc.
MGY / Magnolia Oil & Gas Corporation
CVCO / Cavco Industries, Inc.
SF / Stifel Financial Corp.
ORI / Old Republic International Corporation
IRT / Independence Realty Trust, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
UFPI / UFP Industries, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
SW / Smurfit Westrock Plc
A / Agilent Technologies, Inc.
QQQ / Invesco QQQ Trust, Series 1
ALSN / Allison Transmission Holdings, Inc.
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
ADI / Analog Devices, Inc.
CAT / Caterpillar Inc.
HSY / The Hershey Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BN / Brookfield Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
RGEF / Tidal Trust III - Rockefeller Global Equity ETF
NOW / ServiceNow, Inc.
CMA / Comerica Incorporated
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
APO / Apollo Global Management, Inc.
BIIB / Biogen Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
BCO / The Brink's Company
HEI / HEICO Corporation
EXPO / Exponent, Inc.
CRWD / CrowdStrike Holdings, Inc.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
FITB / Fifth Third Bancorp
CBZ / CBIZ, Inc.
FVCB / FVCBankcorp, Inc.
EDIV / SPDR Index Shares Funds - SPDR S&P Emerging Markets Dividend ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
ROP / Roper Technologies, Inc.
IR / Ingersoll Rand Inc.
IBM / International Business Machines Corporation
JPM / JPMorgan Chase & Co.
JCI / Johnson Controls International plc
BX / Blackstone Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
RPM / RPM International Inc.
SPG / Simon Property Group, Inc.
FHTX / Foghorn Therapeutics Inc.
MS / Morgan Stanley
CTRA / Coterra Energy Inc.
APLS / Apellis Pharmaceuticals, Inc.
RRC / Range Resources Corporation
FTAI / FTAI Aviation Ltd.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
PCAR / PACCAR Inc
INTC / Intel Corporation
SLV / iShares Silver Trust
CHRD / Chord Energy Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
WBD / Warner Bros. Discovery, Inc.
WTW / Willis Towers Watson Public Limited Company
CBSH / Commerce Bancshares, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
LEN / Lennar Corporation
SBUX / Starbucks Corporation
ENB / Enbridge Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
WSO / Watsco, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
GLP / Global Partners LP - Limited Partnership
GPI / Group 1 Automotive, Inc.
TTEK / Tetra Tech, Inc.
AMGN / Amgen Inc.
JNJ / Johnson & Johnson
CCJ / Cameco Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
WTS / Watts Water Technologies, Inc.
APP / AppLovin Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
AGM / Federal Agricultural Mortgage Corporation
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
EXPD / Expeditors International of Washington, Inc.
BG / Bunge Global SA
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
MTB / M&T Bank Corporation
DD / DuPont de Nemours, Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
ETN / Eaton Corporation plc
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
ICE / Intercontinental Exchange, Inc.
AME / AMETEK, Inc.
AOS / A. O. Smith Corporation
BRK.B / Berkshire Hathaway Inc.
CMCSA / Comcast Corporation
BTC / Grayscale Bitcoin Mini Trust
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
CHTR / Charter Communications, Inc.
DMLP / Dorchester Minerals, L.P. - Limited Partnership
CVX / Chevron Corporation
AVY / Avery Dennison Corporation
BA / The Boeing Company
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
INTA / Intapp, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ATUS / Altice USA, Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
LUV / Southwest Airlines Co.
SYK / Stryker Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
SSB / SouthState Corporation
BCRX / BioCryst Pharmaceuticals, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
INDA / iShares Trust - iShares MSCI India ETF
PAAA / PGIM ETF Trust - PGIM AAA CLO ETF
PEG / Public Service Enterprise Group Incorporated
MTDR / Matador Resources Company
GILD / Gilead Sciences, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
SNDR / Schneider National, Inc.
PSQ / ProShares Trust - ProShares Short QQQ
WFC / Wells Fargo & Company
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ESBA / Empire State Realty OP, L.P. - Limited Partnership
UL / Unilever PLC - Depositary Receipt (Common Stock)
VDE / Vanguard World Fund - Vanguard Energy ETF
CCEP / Coca-Cola Europacific Partners PLC
BMEZ / BlackRock Health Sciences Term Trust
GLW / Corning Incorporated
DGX / Quest Diagnostics Incorporated
FTNT / Fortinet, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
TPL / Texas Pacific Land Corporation
XYL / Xylem Inc.
NTRS / Northern Trust Corporation
KLAC / KLA Corporation
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
MCI / Barings Corporate Investors
HII / Huntington Ingalls Industries, Inc.
C / Citigroup Inc.
CCB / Coastal Financial Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
EOG / EOG Resources, Inc.
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
CPRT / Copart, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DVN / Devon Energy Corporation
SAMT / The Advisors' Inner Circle Fund III - Strategas Macro Thematic Opportunities ETF
HDV / iShares Trust - iShares Core High Dividend ETF
CVS / CVS Health Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
LOW / Lowe's Companies, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
LMT / Lockheed Martin Corporation
CRH / CRH plc
CL / Colgate-Palmolive Company
PSX / Phillips 66
SPOT / Spotify Technology S.A.
CDNS / Cadence Design Systems, Inc.
DTE / DTE Energy Company
FIS / Fidelity National Information Services, Inc.
MSI / Motorola Solutions, Inc.
SIGI / Selective Insurance Group, Inc.
EME / EMCOR Group, Inc.
NWE / NorthWestern Energy Group, Inc.
DHI / D.R. Horton, Inc.
NSC / Norfolk Southern Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BRO / Brown & Brown, Inc.
NRIX / Nurix Therapeutics, Inc.
BKNG / Booking Holdings Inc.
CFG / Citizens Financial Group, Inc.
CNI / Canadian National Railway Company
BR / Broadridge Financial Solutions, Inc.
SLB / Schlumberger Limited
SNPS / Synopsys, Inc.
CDW / CDW Corporation
SCHW / The Charles Schwab Corporation
DDOG / Datadog, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
VOYA / Voya Financial, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
PWR / Quanta Services, Inc.
BLK / BlackRock, Inc.
SGDJ / Sprott Funds Trust - Sprott Junior Gold Miners ETF
BCPC / Balchem Corporation
CNQ / Canadian Natural Resources Limited
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SAGP / The Advisors' Inner Circle Fund III - Strategas Global Policy Opportunities ETF
AORT / Artivion, Inc.
BRBS / Blue Ridge Bankshares, Inc.
CP / Canadian Pacific Kansas City Limited
BAP / Credicorp Ltd.
PAYC / Paycom Software, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MCD / McDonald's Corporation
MRVL / Marvell Technology, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
STZ / Constellation Brands, Inc.
VLTO / Veralto Corporation
MAR / Marriott International, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PNC / The PNC Financial Services Group, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
ROL / Rollins, Inc.
PEP / PepsiCo, Inc.
AMT / American Tower Corporation
IEX / IDEX Corporation
LHX / L3Harris Technologies, Inc.
KMB / Kimberly-Clark Corporation
CMS / CMS Energy Corporation
META / Meta Platforms, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
VEEV / Veeva Systems Inc.
AMP / Ameriprise Financial, Inc.
TDG / TransDigm Group Incorporated
IDA / IDACORP, Inc.
WASH / Washington Trust Bancorp, Inc.
YUMC / Yum China Holdings, Inc.
COP / ConocoPhillips
LIN / Linde plc
FFIV / F5, Inc.
MDT / Medtronic plc
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
TXN / Texas Instruments Incorporated
KEYS / Keysight Technologies, Inc.
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
SHEL / Shell plc - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
EW / Edwards Lifesciences Corporation
FNV / Franco-Nevada Corporation
FBTC / Fidelity Wise Origin Bitcoin Fund
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CBRE / CBRE Group, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
RTX / RTX Corporation
JHG / Janus Henderson Group plc
NVT / nVent Electric plc
YUM / Yum! Brands, Inc.
TTD / The Trade Desk, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
TER / Teradyne, Inc.
HD / The Home Depot, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ADBE / Adobe Inc.
GS / The Goldman Sachs Group, Inc.
PPG / PPG Industries, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
RARE / Ultragenyx Pharmaceutical Inc.
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
FICO / Fair Isaac Corporation
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
EBC / Eastern Bankshares, Inc.
ANET / Arista Networks Inc
ANSS / ANSYS, Inc.
AVGO / Broadcom Inc.
WY / Weyerhaeuser Company
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
EPAC / Enerpac Tool Group Corp.
FHN / First Horizon Corporation
CHKP / Check Point Software Technologies Ltd.
CTVA / Corteva, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
OXY / Occidental Petroleum Corporation
AAPL / Apple Inc.
SRE / Sempra
EMR / Emerson Electric Co.
WEC / WEC Energy Group, Inc.
CWST / Casella Waste Systems, Inc.
BALL / Ball Corporation
IFF / International Flavors & Fragrances Inc.
CODI / Compass Diversified
ARQT / Arcutis Biotherapeutics, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
CCCS / CCC Intelligent Solutions Holdings Inc.
WDAY / Workday, Inc.
LNG / Cheniere Energy, Inc.
CPNG / Coupang, Inc.
AZTA / Azenta, Inc.
TPH / Tri Pointe Homes, Inc.
MCK / McKesson Corporation
PLD / Prologis, Inc.
MRNA / Moderna, Inc.
HUM / Humana Inc.
SOLV / Solventum Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
HLMN / Hillman Solutions Corp.
LYB / LyondellBasell Industries N.V.
SLAB / Silicon Laboratories Inc.
ADC / Agree Realty Corporation
AJG / Arthur J. Gallagher & Co.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
FTV / Fortive Corporation
BOTJ / Bank of the James Financial Group, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
BDX / Becton, Dickinson and Company
IRM / Iron Mountain Incorporated
ODFL / Old Dominion Freight Line, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
LPLA / LPL Financial Holdings Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
BBY / Best Buy Co., Inc.
DIS / The Walt Disney Company
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
QCOM / QUALCOMM Incorporated
HLT / Hilton Worldwide Holdings Inc.
ED / Consolidated Edison, Inc.
TOL / Toll Brothers, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ABCB / Ameris Bancorp
AMLP / ALPS ETF Trust - Alerian MLP ETF
GLD / SPDR Gold Trust
CDXS / Codexis, Inc.
SAND / Sandstorm Gold Ltd.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
CATY / Cathay General Bancorp
AWK / American Water Works Company, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
EBAY / eBay Inc.
STT / State Street Corporation
PGR / The Progressive Corporation
BSX / Boston Scientific Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
FAST / Fastenal Company
ABBV / AbbVie Inc.
CSCO / Cisco Systems, Inc.
TRMB / Trimble Inc.
LW / Lamb Weston Holdings, Inc.
FCN / FTI Consulting, Inc.
ABT / Abbott Laboratories
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
BAM / Brookfield Asset Management Ltd.
TROW / T. Rowe Price Group, Inc.
WMB / The Williams Companies, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FNF / Fidelity National Financial, Inc.
SPY / SPDR S&P 500 ETF
MRK / Merck & Co., Inc.
EA / Electronic Arts Inc.
ACM / AECOM
PIPR / Piper Sandler Companies
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AVB / AvalonBay Communities, Inc.
AUB / Atlantic Union Bankshares Corporation
LNT / Alliant Energy Corporation
RFI / Cohen & Steers Total Return Realty Fund, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
DHR / Danaher Corporation
TT / Trane Technologies plc
VAW / Vanguard World Fund - Vanguard Materials ETF
KEY / KeyCorp
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
WPM / Wheaton Precious Metals Corp.
NKE / NIKE, Inc.
AMZN / Amazon.com, Inc.
KMI / Kinder Morgan, Inc.
VLO / Valero Energy Corporation
HPE / Hewlett Packard Enterprise Company
PKG / Packaging Corporation of America
VMC / Vulcan Materials Company
ICF / iShares Trust - iShares Select U.S. REIT ETF
MTD / Mettler-Toledo International Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
MBB / iShares Trust - iShares MBS ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
CBT / Cabot Corporation
BK / The Bank of New York Mellon Corporation
AZO / AutoZone, Inc.
DOC / Healthpeak Properties, Inc.
BRK.A / Berkshire Hathaway Inc.
BAC / Bank of America Corporation
JAZZ / Jazz Pharmaceuticals plc
NEO / NeoGenomics, Inc.
SHW / The Sherwin-Williams Company
KNX / Knight-Swift Transportation Holdings Inc.
GIS / General Mills, Inc.
EQT / EQT Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
EVLN / Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF
VOTE / TCW ETF Trust - TCW Transform 500 ETF
BMY / Bristol-Myers Squibb Company
PRIM / Primoris Services Corporation
ATR / AptarGroup, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MATX / Matson, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
TTWO / Take-Two Interactive Software, Inc.
LLY / Eli Lilly and Company
ORLY / O'Reilly Automotive, Inc.
AMD / Advanced Micro Devices, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AMCR / Amcor plc
FI / Fiserv, Inc.
FDX / FedEx Corporation
SPGI / S&P Global Inc.
PLTR / Palantir Technologies Inc.
RMD / ResMed Inc.
CCI / Crown Castle Inc.
VYGR / Voyager Therapeutics, Inc.
WEX / WEX Inc.
UEC / Uranium Energy Corp.
MMC / Marsh & McLennan Companies, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
OWL / Blue Owl Capital Inc.
MNST / Monster Beverage Corporation
DXCM / DexCom, Inc.
WCN / Waste Connections, Inc.
ECL / Ecolab Inc.
AR / Antero Resources Corporation
PH / Parker-Hannifin Corporation
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
SYY / Sysco Corporation
MEDP / Medpace Holdings, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
MCO / Moody's Corporation
PANW / Palo Alto Networks, Inc.
USB / U.S. Bancorp
COST / Costco Wholesale Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
IAU / iShares Gold Trust
TJX / The TJX Companies, Inc.
ES / Eversource Energy
ISRG / Intuitive Surgical, Inc.
ADSK / Autodesk, Inc.
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
URI / United Rentals, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
MSFT / Microsoft Corporation
SAIA / Saia, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
TRV / The Travelers Companies, Inc.
IT / Gartner, Inc.
MPWR / Monolithic Power Systems, Inc.
GENI / Genius Sports Limited
CR / Crane Company
AON / Aon plc
BRKL / Brookline Bancorp, Inc.
CBOE / Cboe Global Markets, Inc.
AFL / Aflac Incorporated
NOVT / Novanta Inc.
TEL / TE Connectivity plc
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
HQY / HealthEquity, Inc.
SNA / Snap-on Incorporated
DOV / Dover Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
PNFP / Pinnacle Financial Partners, Inc.
VRSK / Verisk Analytics, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
PJT / PJT Partners Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CAC / Camden National Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
PLRX / Pliant Therapeutics, Inc.
ITGR / Integer Holdings Corporation
SHBI / Shore Bancshares, Inc.
DORM / Dorman Products, Inc.
HTBK / Heritage Commerce Corp
STRL / Sterling Infrastructure, Inc.
ARES / Ares Management Corporation
FSLR / First Solar, Inc.
GE / General Electric Company
MTX / Minerals Technologies Inc.
ITW / Illinois Tool Works Inc.
SFM / Sprouts Farmers Market, Inc.
QSR / Restaurant Brands International Inc.
RBC / RBC Bearings Incorporated
GTES / Gates Industrial Corporation plc