Market Value289,500,695
Total Holdings499
File Date2025-02-12
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
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Current
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EBAY / eBay Inc.
TXN / Texas Instruments Incorporated
RACE / Ferrari N.V.
AMAT / Applied Materials, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
KMI / Kinder Morgan, Inc.
NVDA / NVIDIA Corporation
WFC / Wells Fargo & Company
WMT / Walmart Inc.
CVS / CVS Health Corporation
BDX / Becton, Dickinson and Company
IPG / The Interpublic Group of Companies, Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
QCOM / QUALCOMM Incorporated
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
TT / Trane Technologies plc
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VLO / Valero Energy Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ABUS / Arbutus Biopharma Corporation
BAC / Bank of America Corporation
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
MXI / iShares Trust - iShares Global Materials ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
LIN / Linde plc
NFLX / Netflix, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SLB / Schlumberger Limited
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
UAL / United Airlines Holdings, Inc.
ENS / EnerSys
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
V / Visa Inc.
META / Meta Platforms, Inc.
MKC / McCormick & Company, Incorporated
SBUX / Starbucks Corporation
KMB / Kimberly-Clark Corporation
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
NEE / NextEra Energy, Inc.
CRM / Salesforce, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
INTU / Intuit Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
BSX / Boston Scientific Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
BA / The Boeing Company
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
VECO / Veeco Instruments Inc.
ORCL / Oracle Corporation
ANET / Arista Networks Inc
CVX / Chevron Corporation
NEWT / NewtekOne, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
GS / The Goldman Sachs Group, Inc.
CARA / Cara Therapeutics, Inc.
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
EXI / iShares Trust - iShares Global Industrials ETF
IYF / iShares Trust - iShares U.S. Financials ETF
CFLT / Confluent, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
FCX / Freeport-McMoRan Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
COP / ConocoPhillips
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SIEGY / Siemens Aktiengesellschaft - Depositary Receipt (Common Stock)
IYG / iShares Trust - iShares U.S. Financial Services ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
KXI / iShares Trust - iShares Global Consumer Staples ETF
NKE / NIKE, Inc.
GE / General Electric Company
HOG / Harley-Davidson, Inc.
DHR / Danaher Corporation
DOV / Dover Corporation
XOM / Exxon Mobil Corporation
CRWD / CrowdStrike Holdings, Inc.
OXY / Occidental Petroleum Corporation
TDC / Teradata Corporation
BAX / Baxter International Inc.
VTRS / Viatris Inc.
DIS / The Walt Disney Company
NWE / NorthWestern Energy Group, Inc.
NWL / Newell Brands Inc.
ADI / Analog Devices, Inc.
IONS / Ionis Pharmaceuticals, Inc.
UNP / Union Pacific Corporation
AWK / American Water Works Company, Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
RSG / Republic Services, Inc.
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
PKG / Packaging Corporation of America
ETN / Eaton Corporation plc
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
TMO / Thermo Fisher Scientific Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CAG / Conagra Brands, Inc.
AGNC / AGNC Investment Corp.
IXP / iShares Trust - iShares Global Comm Services ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
OTIS / Otis Worldwide Corporation
FSMB / First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF
OBIL / The RBB Fund, Inc. - F/m US Treasury 12 Month Bill ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
NSC / Norfolk Southern Corporation
DHI / D.R. Horton, Inc.
MDU / MDU Resources Group, Inc.
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
DDOG / Datadog, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BLK / BlackRock, Inc.
POCI / Precision Optics Corporation, Inc.
CAT / Caterpillar Inc.
GIS / General Mills, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
D / Dominion Energy, Inc.
MS / Morgan Stanley
ORLY / O'Reilly Automotive, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CMCSA / Comcast Corporation
BEN / Franklin Resources, Inc.
LW / Lamb Weston Holdings, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SFL / SFL Corporation Ltd.
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
NEU / NewMarket Corporation
SITM / SiTime Corporation
VYX / NCR Voyix Corporation
XPH / SPDR Series Trust - SPDR S&P Pharmaceuticals ETF
SON / Sonoco Products Company
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
AWR / American States Water Company
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
IVW / iShares Trust - iShares S&P 500 Growth ETF
MEDP / Medpace Holdings, Inc.
ABBNY / ABB Ltd - Depositary Receipt (Common Stock)
IOO / iShares Trust - iShares Global 100 ETF
PSCU / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Utilities & Communication Services ETF
BRKR / Bruker Corporation
KMX / CarMax, Inc.
IIPR / Innovative Industrial Properties, Inc.
CARA / Cara Therapeutics, Inc.
ENPH / Enphase Energy, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
BTC / Grayscale Bitcoin Mini Trust
EGRX / Eagle Pharmaceuticals, Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
STX / Seagate Technology Holdings plc
VZ / Verizon Communications Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
LUV / Southwest Airlines Co.
PFFD / Global X Funds - Global X U.S. Preferred ETF
PRU / Prudential Financial, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
PII / Polaris Inc.
PCG / PG&E Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
REET / iShares Trust - iShares Global REIT ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
SRE / Sempra
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
FTDS / First Trust Exchange-Traded Fund - First Trust Dividend Strength ETF
C / Citigroup Inc.
LNTH / Lantheus Holdings, Inc.
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
IBIT / iShares Bitcoin Trust ETF
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
KNF / Knife River Corporation
PSX / Phillips 66
IWV / iShares Trust - iShares Russell 3000 ETF
EMR / Emerson Electric Co.
GOOGL / Alphabet Inc.
DVN / Devon Energy Corporation
SIRI / Sirius XM Holdings Inc.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
CAH / Cardinal Health, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
LMT / Lockheed Martin Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
PGHY / Invesco Exchange-Traded Fund Trust II - Invesco Global ex-US High Yield Corporate Bond ETF
DUK / Duke Energy Corporation
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
PAYX / Paychex, Inc.
MO / Altria Group, Inc.
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
LOW / Lowe's Companies, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
IXN / iShares Trust - iShares Global Tech ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
IXC / iShares Trust - iShares Global Energy ETF
XRX / Xerox Holdings Corporation
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
TIP / iShares Trust - iShares TIPS Bond ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
IBND / SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
CB / Chubb Limited
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
CRSP / CRISPR Therapeutics AG
GOOG / Alphabet Inc.
IDHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF
NMM / Navios Maritime Partners L.P. - Limited Partnership
SWKS / Skyworks Solutions, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SNOW / Snowflake Inc.
WSM / Williams-Sonoma, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
MA / Mastercard Incorporated
PFF / iShares Trust - iShares Preferred and Income Securities ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
PG / The Procter & Gamble Company
MKSI / MKS Inc.
O / Realty Income Corporation
JXI / iShares Trust - iShares Global Utilities ETF
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
ACN / Accenture plc
IDV / iShares Trust - iShares International Select Dividend ETF
MBB / iShares Trust - iShares MBS ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
SNPS / Synopsys, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
MCD / McDonald's Corporation
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
U / Unity Software Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
FAST / Fastenal Company
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
GEHC / GE HealthCare Technologies Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
MDT / Medtronic plc
PEP / PepsiCo, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
AZO / AutoZone, Inc.
JAZZ / Jazz Pharmaceuticals plc
DE / Deere & Company
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
PGR / The Progressive Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
BR / Broadridge Financial Solutions, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
FXI / iShares Trust - iShares China Large-Cap ETF
SCHW / The Charles Schwab Corporation
OHI / Omega Healthcare Investors, Inc.
NTNX / Nutanix, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
CDW / CDW Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
DELL / Dell Technologies Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
ALLE / Allegion plc
TSLA / Tesla, Inc.
MSFT / Microsoft Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SCCO / Southern Copper Corporation
LUMN / Lumen Technologies, Inc.
SUN / Sunoco LP - Limited Partnership
GSK / GSK plc - Depositary Receipt (Common Stock)
ECG / Everus Construction Group, Inc.
ALK / Alaska Air Group, Inc.
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
DVA / DaVita Inc.
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
IYR / iShares Trust - iShares U.S. Real Estate ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
CCI / Crown Castle Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
JNJ / Johnson & Johnson
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
RGEN / Repligen Corporation
CMS / CMS Energy Corporation
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
RTX / RTX Corporation
MNST / Monster Beverage Corporation
HON / Honeywell International Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
HXL / Hexcel Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ECL / Ecolab Inc.
ENB / Enbridge Inc.
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
TGT / Target Corporation
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
HD / The Home Depot, Inc.
CSCO / Cisco Systems, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
ROK / Rockwell Automation, Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
GILD / Gilead Sciences, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
SFM / Sprouts Farmers Market, Inc.
GTLB / GitLab Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
IONQ / IonQ, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
ICE / Intercontinental Exchange, Inc.
OGN / Organon & Co.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DLR / Digital Realty Trust, Inc.
PODD / Insulet Corporation
LRCX / Lam Research Corporation
MRK / Merck & Co., Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
NATL / NCR Atleos Corporation
EW / Edwards Lifesciences Corporation
TJX / The TJX Companies, Inc.
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund
AFL / Aflac Incorporated
APD / Air Products and Chemicals, Inc.
KEYS / Keysight Technologies, Inc.
TNDM / Tandem Diabetes Care, Inc.
BTC / Grayscale Bitcoin Mini Trust
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
PLTR / Palantir Technologies Inc.
LLY / Eli Lilly and Company
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
F / Ford Motor Company
UNH / UnitedHealth Group Incorporated
AMZN / Amazon.com, Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
AGZD / WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IDLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF
HYZD / WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund
CME / CME Group Inc.
DAL / Delta Air Lines, Inc.
SHOP / Shopify Inc.
NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
ISRG / Intuitive Surgical, Inc.
CLX / The Clorox Company
PFE / Pfizer Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
RBLX / Roblox Corporation
ZS / Zscaler, Inc.
GAIA / Gaia, Inc.
AGEN / Agenus Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
UTWO / The RBB Fund, Inc. - F/m US Treasury 2 Year Note ETF
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
MMC / Marsh & McLennan Companies, Inc.
PLNH / Planet 13 Holdings Inc.
RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
FI / Fiserv, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
AGO / Assured Guaranty Ltd.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CSX / CSX Corporation
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
M / Macy's, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
HDV / iShares Trust - iShares Core High Dividend ETF
XEL / Xcel Energy Inc.
SNA / Snap-on Incorporated
WCN / Waste Connections, Inc.
ZM / Zoom Communications Inc.
WBA / Walgreens Boots Alliance, Inc.
IYM / iShares Trust - iShares U.S. Basic Materials ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
FTNT / Fortinet, Inc.
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
EKSO / Ekso Bionics Holdings, Inc.
PWR / Quanta Services, Inc.
SQQQ / ProShares Trust - ProShares UltraPro Short QQQ
REGN / Regeneron Pharmaceuticals, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
RPM / RPM International Inc.
ON / ON Semiconductor Corporation
GTLS / Chart Industries, Inc.
FOR / Forestar Group Inc.
JPM / JPMorgan Chase & Co.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
IBM / International Business Machines Corporation
IDXX / IDEXX Laboratories, Inc.
EIX / Edison International
RIOT / Riot Platforms, Inc.
EDIV / SPDR Index Shares Funds - SPDR S&P Emerging Markets Dividend ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SPGI / S&P Global Inc.
ULTA / Ulta Beauty, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
FDX / FedEx Corporation
BRK.B / Berkshire Hathaway Inc.
UPS / United Parcel Service, Inc.
XYZ / Block, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
RITM / Rithm Capital Corp.
BG / Bunge Global SA
MPW / Medical Properties Trust, Inc.
MDB / MongoDB, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
AME / AMETEK, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
TEL / TE Connectivity plc
ABBV / AbbVie Inc.
LNW / Light & Wonder, Inc.
CHD / Church & Dwight Co., Inc.
PYPL / PayPal Holdings, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
PNC / The PNC Financial Services Group, Inc.
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
AEP / American Electric Power Company, Inc.
MMM / 3M Company
RXI / iShares Trust - iShares Global Consumer Discretionary ETF
AMGN / Amgen Inc.
ACLLY / Accelleron Industries AG - Depositary Receipt (Common Stock)
RDDT / Reddit, Inc.
COST / Costco Wholesale Corporation
SPY / SPDR S&P 500 ETF
ABT / Abbott Laboratories
MLM / Martin Marietta Materials, Inc.
CHTR / Charter Communications, Inc.
CTAS / Cintas Corporation
MSI / Motorola Solutions, Inc.
CNDT / Conduent Incorporated
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SOLV / Solventum Corporation
GLW / Corning Incorporated
ITW / Illinois Tool Works Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
AAPL / Apple Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
UBER / Uber Technologies, Inc.
ODFL / Old Dominion Freight Line, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
KO / The Coca-Cola Company
DLTR / Dollar Tree, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
AES / The AES Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
CL / Colgate-Palmolive Company
EQIX / Equinix, Inc.
A / Agilent Technologies, Inc.
ROST / Ross Stores, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
WEC / WEC Energy Group, Inc.
EGUS / iShares Trust - iShares ESG Aware MSCI USA Growth ETF
AVGO / Broadcom Inc.
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
QQQ / Invesco QQQ Trust, Series 1
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
HYXF / iShares Trust - iShares ESG Advanced High Yield Corporate Bond ETF
IXG / iShares Trust - iShares Global Financials ETF
RLMD / Relmada Therapeutics, Inc.
CRDF / Cardiff Oncology, Inc.
FNF / Fidelity National Financial, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF