Market Value9,638,199,868
Total Holdings513
File Date2024-07-26
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)
LMT / Lockheed Martin Corporation
RBLX / Roblox Corporation
CENN / Cenntro Inc.
BGC / BGC Group, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
INTF / iShares Trust - iShares International Equity Factor ETF
CRM / Salesforce, Inc.
AFL / Aflac Incorporated
NDAQ / Nasdaq, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
ROK / Rockwell Automation, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
NVDA / NVIDIA Corporation
SNV / Synovus Financial Corp.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
CLX / The Clorox Company
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
SHOP / Shopify Inc.
PSX / Phillips 66
LYB / LyondellBasell Industries N.V.
FCNCA / First Citizens BancShares, Inc.
ALLE / Allegion plc
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
XOM / Exxon Mobil Corporation
IOO / iShares Trust - iShares Global 100 ETF
DG / Dollar General Corporation
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
GE / General Electric Company
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
CTRA / Coterra Energy Inc.
INCT / InCapta, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
MGM / MGM Resorts International
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
HOG / Harley-Davidson, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
O / Realty Income Corporation
ALB / Albemarle Corporation
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
AAL / American Airlines Group Inc.
ARRY / Array Technologies, Inc.
TT / Trane Technologies plc
VZ / Verizon Communications Inc.
PSTG / Pure Storage, Inc.
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
FIVE / Five Below, Inc.
WM / Waste Management, Inc.
SRE / Sempra
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
NUE / Nucor Corporation
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
ADM / Archer-Daniels-Midland Company
OGN / Organon & Co.
TEL / TE Connectivity plc
LLY / Eli Lilly and Company
SMCI / Super Micro Computer, Inc.
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
NTR / Nutrien Ltd.
BAC.PRL / Bank of America Corporation - Preferred Stock
AMT / American Tower Corporation
CRWD / CrowdStrike Holdings, Inc.
CB / Chubb Limited
AGR / Avangrid, Inc.
BSMV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF
META / Meta Platforms, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
PTMC / Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
IPG / The Interpublic Group of Companies, Inc.
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
KTOS / Kratos Defense & Security Solutions, Inc.
NFLX / Netflix, Inc.
WBA / Walgreens Boots Alliance, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AMZN / Amazon.com, Inc.
KD / Kyndryl Holdings, Inc.
AAPL / Apple Inc.
CPB / The Campbell's Company
EMN / Eastman Chemical Company
MUB / iShares Trust - iShares National Muni Bond ETF
FLNC / Fluence Energy, Inc.
FSK / FS KKR Capital Corp.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
LTC / LTC Properties, Inc.
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
TIP / iShares Trust - iShares TIPS Bond ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
TTEK / Tetra Tech, Inc.
LAAC / Lithium Argentina AG
RITM / Rithm Capital Corp.
CP / Canadian Pacific Kansas City Limited
AUR / Aurora Innovation, Inc.
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
ENS / EnerSys
SITM / SiTime Corporation
ODFL / Old Dominion Freight Line, Inc.
SKYH / Sky Harbour Group Corporation
CAR / Avis Budget Group, Inc.
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
BEN / Franklin Resources, Inc.
KBE / SPDR Series Trust - SPDR S&P Bank ETF
OM / Outset Medical, Inc.
DXC / DXC Technology Company
HWC / Hancock Whitney Corporation
FLEX / Flex Ltd.
STWD / Starwood Property Trust, Inc.
ASTE / Astec Industries, Inc.
KMI / Kinder Morgan, Inc.
HRL / Hormel Foods Corporation
PUBM / PubMatic, Inc.
GMED / Globus Medical, Inc.
COHU / Cohu, Inc.
ECVT / Ecovyst Inc.
FIVG / ETF Series Solutions - Defiance Next Gen Connectivity ETF
HGV / Hilton Grand Vacations Inc.
SVM / Silvercorp Metals Inc.
JXN / Jackson Financial Inc.
RILY / B. Riley Financial, Inc.
DAVA / Endava plc - Depositary Receipt (Common Stock)
CDRE / Cadre Holdings, Inc.
PXD / Pioneer Natural Resources Company
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SPG / Simon Property Group, Inc.
EA / Electronic Arts Inc.
CNHI / CNH Industrial N.V.
VINP / Vinci Compass Investments Ltd.
INTU / Intuit Inc.
VCYT / Veracyte, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
HTGC / Hercules Capital, Inc.
CONN / Conn's, Inc.
LOB / Live Oak Bancshares, Inc.
MYTE / MYT Netherlands Parent B.V. - Depositary Receipt (Common Stock)
VNT / Vontier Corporation
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
EXAS / Exact Sciences Corporation
BXSL / Blackstone Secured Lending Fund
CPNG / Coupang, Inc.
VLD / Velo3D, Inc.
PK / Park Hotels & Resorts Inc.
HLT / Hilton Worldwide Holdings Inc.
WSM / Williams-Sonoma, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
FLCA / Franklin Templeton ETF Trust - Franklin FTSE Canada ETF
BN / Brookfield Corporation
GWH / ESS Tech, Inc.
SGH / SMART Global Holdings, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
TD N / The Toronto-Dominion Bank
UA / Under Armour, Inc.
HIMS / Hims & Hers Health, Inc.
AMCR / Amcor plc
IDT / IDT Corporation
VAC / Marriott Vacations Worldwide Corporation
GMRE / Global Medical REIT Inc.
RLAY / Relay Therapeutics, Inc.
CCO / Cameco Corporation
XPER / Xperi Inc.
HAL / Halliburton Company
TDOC / Teladoc Health, Inc.
ENTG / Entegris, Inc.
HUMA / Humacyte, Inc.
ADSK / Autodesk, Inc.
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
SGU / Star Group, L.P. - Limited Partnership
CFG / Citizens Financial Group, Inc.
AVNW / Aviat Networks, Inc.
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
IFF / International Flavors & Fragrances Inc.
RIOT / Riot Platforms, Inc.
MAR / Marriott International, Inc.
SKYT / SkyWater Technology, Inc.
OMC / Omnicom Group Inc.
NKLA / Nikola Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
RXRX / Recursion Pharmaceuticals, Inc.
PATH / UiPath Inc.
DXCM / DexCom, Inc.
WINA / Winmark Corporation
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
SH / ProShares Trust - ProShares Short S&P500
RMBS / Rambus Inc.
COIN / Coinbase Global, Inc.
SARK / Investment Managers Series Trust II - Tradr 2X Short Innovation Daily ETF
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
BCE / BCE Inc.
DOCS / Doximity, Inc.
KRO / Kronos Worldwide, Inc.
NVTS / Navitas Semiconductor Corporation
HUBS / HubSpot, Inc.
BATRK / Atlanta Braves Holdings, Inc.
SMID / Smith-Midland Corporation
INTT / inTEST Corporation
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
ONTO / Onto Innovation Inc.
TXRH / Texas Roadhouse, Inc.
AEE / Ameren Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
APPN / Appian Corporation
BIIB / Biogen Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SEIQ / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
WSO / Watsco, Inc.
CF / CF Industries Holdings, Inc.
ZBRA / Zebra Technologies Corporation
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
W / Wayfair Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
BG / Bunge Global SA
MBB / iShares Trust - iShares MBS ETF
NMRK / Newmark Group, Inc.
ETRN / Equitrans Midstream Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
S / SentinelOne, Inc.
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
KLG / WK Kellogg Co
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
DHC / Diversified Healthcare Trust
CYH / Community Health Systems, Inc.
FRMO / FRMO Corporation
TTWO / Take-Two Interactive Software, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
LAC / Lithium Americas Corp.
IWN / iShares Trust - iShares Russell 2000 Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
FCEL / FuelCell Energy, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
FANG / Diamondback Energy, Inc.
WTRE / WisdomTree Trust - WisdomTree New Economy Real Estate Fund
IDYA / IDEAYA Biosciences, Inc.
NSC / Norfolk Southern Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
PYPL / PayPal Holdings, Inc.
PEP / PepsiCo, Inc.
CAH / Cardinal Health, Inc.
JPM / JPMorgan Chase & Co.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
IDV / iShares Trust - iShares International Select Dividend ETF
ELV / Elevance Health, Inc.
WTRG / Essential Utilities, Inc.
TRP / TC Energy Corporation
PPL / PPL Corporation
DKNG / DraftKings Inc.
SHYF / The Shyft Group, Inc.
CI / The Cigna Group
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
BK / The Bank of New York Mellon Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
ABBV / AbbVie Inc.
TRV / The Travelers Companies, Inc.
ON / ON Semiconductor Corporation
NOC / Northrop Grumman Corporation
ITW / Illinois Tool Works Inc.
HOOD / Robinhood Markets, Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
EXC / Exelon Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
MDLZ / Mondelez International, Inc.
CNI / Canadian National Railway Company
DAL / Delta Air Lines, Inc.
OKE / ONEOK, Inc.
KDP / Keurig Dr Pepper Inc.
CDNS / Cadence Design Systems, Inc.
PNC / The PNC Financial Services Group, Inc.
KVUE / Kenvue Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DE / Deere & Company
BMY / Bristol-Myers Squibb Company
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
GM / General Motors Company
GEHC / GE HealthCare Technologies Inc.
HII / Huntington Ingalls Industries, Inc.
ADI / Analog Devices, Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
KMB / Kimberly-Clark Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
WFC / Wells Fargo & Company
SOLV / Solventum Corporation
RTX / RTX Corporation
ZTS / Zoetis Inc.
RCL / Royal Caribbean Cruises Ltd.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
AMGN / Amgen Inc.
CL / Colgate-Palmolive Company
VRT / Vertiv Holdings Co
SPGI / S&P Global Inc.
NEE / NextEra Energy, Inc.
TXN / Texas Instruments Incorporated
IR / Ingersoll Rand Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DTM / DT Midstream, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
A / Agilent Technologies, Inc.
LHX / L3Harris Technologies, Inc.
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
BSSX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
RSG / Republic Services, Inc.
NKE / NIKE, Inc.
PNW / Pinnacle West Capital Corporation
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF
REZI / Resideo Technologies, Inc.
MSFT / Microsoft Corporation
HON / Honeywell International Inc.
CEG / Constellation Energy Corporation
UPS / United Parcel Service, Inc.
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CCEP / Coca-Cola Europacific Partners PLC
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MNST / Monster Beverage Corporation
ADP / Automatic Data Processing, Inc.
PPG / PPG Industries, Inc.
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
TFC / Truist Financial Corporation
TRMB / Trimble Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
PH / Parker-Hannifin Corporation
COST / Costco Wholesale Corporation
PHYS / Sprott Physical Gold Trust
GS / The Goldman Sachs Group, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
CVX / Chevron Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
MCK / McKesson Corporation
ADBE / Adobe Inc.
BSMW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF
MPW / Medical Properties Trust, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
KRP / Kimbell Royalty Partners, LP - Limited Partnership
GLW / Corning Incorporated
IVE / iShares Trust - iShares S&P 500 Value ETF
HPQ / HP Inc.
HSY / The Hershey Company
NLY / Annaly Capital Management, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
LUV / Southwest Airlines Co.
F / Ford Motor Company
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
GD / General Dynamics Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
CMTG / Claros Mortgage Trust, Inc.
C / Citigroup Inc.
SYK / Stryker Corporation
AVGO / Broadcom Inc.
WEC / WEC Energy Group, Inc.
PG / The Procter & Gamble Company
COKE / Coca-Cola Consolidated, Inc.
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
GEV / GE Vernova Inc.
FULT / Fulton Financial Corporation
LGTY / Logility Supply Chain Solutions, Inc.
APD / Air Products and Chemicals, Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
CCI / Crown Castle Inc.
CBSH / Commerce Bancshares, Inc.
SAIC / Science Applications International Corporation
PRU / Prudential Financial, Inc.
GPC / Genuine Parts Company
EMR / Emerson Electric Co.
ALT / Altimmune, Inc.
QCOM / QUALCOMM Incorporated
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ACMR / ACM Research, Inc.
UBER / Uber Technologies, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
D / Dominion Energy, Inc.
CCL / Carnival Corporation & plc
MRNA / Moderna, Inc.
ICE / Intercontinental Exchange, Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
BRK.B / Berkshire Hathaway Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
DOW / Dow Inc.
ETN / Eaton Corporation plc
ABT / Abbott Laboratories
ALL / The Allstate Corporation
SBUX / Starbucks Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
COLM / Columbia Sportswear Company
TMO / Thermo Fisher Scientific Inc.
OTIS / Otis Worldwide Corporation
OXY / Occidental Petroleum Corporation
COF / Capital One Financial Corporation
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
J / Jacobs Solutions Inc.
CMCSA / Comcast Corporation
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
ALK / Alaska Air Group, Inc.
AEP / American Electric Power Company, Inc.
SELV / SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SO / The Southern Company
DPZ / Domino's Pizza, Inc.
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
MMM / 3M Company
TSLA / Tesla, Inc.
BA / The Boeing Company
MELI / MercadoLibre, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
DLR / Digital Realty Trust, Inc.
DUK / Duke Energy Corporation
V / Visa Inc.
PFG / Principal Financial Group, Inc.
DTE / DTE Energy Company
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
AMAT / Applied Materials, Inc.
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
MNTX / Manitex International, Inc.
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
GL / Globe Life Inc.
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
SYY / Sysco Corporation
ARCC / Ares Capital Corporation
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MTB / M&T Bank Corporation
ABNB / Airbnb, Inc.
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
WMT / Walmart Inc.
TSN / Tyson Foods, Inc.
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
HD / The Home Depot, Inc.
DELL / Dell Technologies Inc.
LRCX / Lam Research Corporation
DVN / Devon Energy Corporation
MET / MetLife, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
VEEV / Veeva Systems Inc.
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
GILD / Gilead Sciences, Inc.
MKC / McCormick & Company, Incorporated
CSX / CSX Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
DHR / Danaher Corporation
BAX / Baxter International Inc.
MDT / Medtronic plc
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
MRK / Merck & Co., Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
SWK / Stanley Black & Decker, Inc.
IBM / International Business Machines Corporation
SHW / The Sherwin-Williams Company
TSCO / Tractor Supply Company
GPN / Global Payments Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
LDOS / Leidos Holdings, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GIS / General Mills, Inc.
CAT / Caterpillar Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
ED / Consolidated Edison, Inc.
VLO / Valero Energy Corporation
EIX / Edison International
ARQT / Arcutis Biotherapeutics, Inc.
MO / Altria Group, Inc.
EBAY / eBay Inc.
CARR / Carrier Global Corporation
INTC / Intel Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
KR / The Kroger Co.
BAC / Bank of America Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
EQT / EQT Corporation
SLV / iShares Silver Trust
STZ / Constellation Brands, Inc.
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
BR / Broadridge Financial Solutions, Inc.
FTV / Fortive Corporation
SAM / The Boston Beer Company, Inc.
DFS / Discover Financial Services
FDX / FedEx Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
TGT / Target Corporation
OMFS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000 Dynamic Multifactor ETF
MA / Mastercard Incorporated
DD / DuPont de Nemours, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
KHC / The Kraft Heinz Company
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
WBD / Warner Bros. Discovery, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FFIN / First Financial Bankshares, Inc.
FCN / FTI Consulting, Inc.
MCHP / Microchip Technology Incorporated
BAH / Booz Allen Hamilton Holding Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CSCO / Cisco Systems, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
AOS / A. O. Smith Corporation
USB / U.S. Bancorp
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
IP / International Paper Company
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
WTAI / WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund
CRF / Cornerstone Total Return Fund, Inc.
KO / The Coca-Cola Company
UNH / UnitedHealth Group Incorporated
OKTA / Okta, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
CVS / CVS Health Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CTVA / Corteva, Inc.
WMB / The Williams Companies, Inc.
T / AT&T Inc.
AXP / American Express Company
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
MS / Morgan Stanley
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
HBAN / Huntington Bancshares Incorporated
CFLT / Confluent, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
MAS / Masco Corporation
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
PSA / Public Storage
AMKR / Amkor Technology, Inc.
FIS / Fidelity National Information Services, Inc.
APTV / Aptiv PLC
ARKK / ARK ETF Trust - ARK Innovation ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SEIV / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
CLM / Cornerstone Strategic Investment Fund, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
USNA / USANA Health Sciences, Inc.
FAST / Fastenal Company
ORCL / Oracle Corporation
SPY / SPDR S&P 500 ETF
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
VTRS / Viatris Inc.
PFE / Pfizer Inc.
AJG / Arthur J. Gallagher & Co.
DIS / The Walt Disney Company
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
LULU / lululemon athletica inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
PANW / Palo Alto Networks, Inc.
ACN / Accenture plc
EOG / EOG Resources, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
COP / ConocoPhillips
IAU / iShares Gold Trust
HAS / Hasbro, Inc.
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
RKLB / Rocket Lab Corporation
NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
AME / AMETEK, Inc.
ROST / Ross Stores, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
HAUZ / DBX ETF Trust - Xtrackers International Real Estate ETF
ONL / Orion Properties Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
SEIM / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
HPE / Hewlett Packard Enterprise Company
ANET / Arista Networks Inc
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
GOEV / Canoo Inc.
C.WSA / Citigroup, Inc.
BKH / Black Hills Corporation
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
ACLS / Axcelis Technologies, Inc.
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
VLTO / Veralto Corporation
JNJ / Johnson & Johnson
FNB / F.N.B. Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
IRM / Iron Mountain Incorporated
MOS / The Mosaic Company
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
GOOGL / Alphabet Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
LECO / Lincoln Electric Holdings, Inc.
K / Kellanova
SWKS / Skyworks Solutions, Inc.
PM / Philip Morris International Inc.
BHF / Brighthouse Financial, Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
UNP / Union Pacific Corporation
NCLH / Norwegian Cruise Line Holdings Ltd.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
GOOG / Alphabet Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SLB / Schlumberger Limited
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VRTX / Vertex Pharmaceuticals Incorporated
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
LOW / Lowe's Companies, Inc.
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock)
ETR / Entergy Corporation
ES / Eversource Energy
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BKR / Baker Hughes Company
CMI / Cummins Inc.
FTXG / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Food & Beverage ETF
MCD / McDonald's Corporation
EQR / Equity Residential
ICLN / iShares Trust - iShares Global Clean Energy ETF
QQQ / Invesco QQQ Trust, Series 1