Market Value2,192,094
Total Holdings551
File Date2024-04-12
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
PAYX / Paychex, Inc.
CRPT / First Trust SkyBridge Crypto Industry and Digital Economy ETF
SO / The Southern Company
AAPL / Apple Inc.
DPZ / Domino's Pizza, Inc.
STE / STERIS plc
BA / The Boeing Company
BAX / Baxter International Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
RTX / RTX Corporation
ANET / Arista Networks Inc
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
VZ / Verizon Communications Inc.
JPM / JPMorgan Chase & Co.
MUB / iShares Trust - iShares National Muni Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
COST / Costco Wholesale Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
TIP / iShares Trust - iShares TIPS Bond ETF
HD / The Home Depot, Inc.
CVX / Chevron Corporation
FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund
BRK.B / Berkshire Hathaway Inc.
BX / Blackstone Inc.
MBB / iShares Trust - iShares MBS ETF
CAT / Caterpillar Inc.
SVAL / iShares Trust - iShares US Small Cap Value Factor ETF
VST / Vistra Corp.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
AEP / American Electric Power Company, Inc.
MA / Mastercard Incorporated
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
T / AT&T Inc.
PJP / Invesco Exchange-Traded Fund Trust - Invesco Pharmaceuticals ETF
LMT / Lockheed Martin Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ABT / Abbott Laboratories
SYY / Sysco Corporation
SLV / iShares Silver Trust
DHR / Danaher Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
TQQQ / ProShares Trust - ProShares UltraPro QQQ
PM / Philip Morris International Inc.
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
MSFT / Microsoft Corporation
OBDC / Blue Owl Capital Corporation
FLOT / iShares Trust - iShares Floating Rate Bond ETF
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
CHWY / Chewy, Inc.
COIN / Coinbase Global, Inc.
AXS / AXIS Capital Holdings Limited
NOW / ServiceNow, Inc.
AMZN / Amazon.com, Inc.
AAAU / Goldman Sachs Physical Gold ETF
BAC / Bank of America Corporation
PLTR / Palantir Technologies Inc.
AXP / American Express Company
LLY / Eli Lilly and Company
DAL / Delta Air Lines, Inc.
CAH / Cardinal Health, Inc.
TMO / Thermo Fisher Scientific Inc.
UGI / UGI Corporation
NEE / NextEra Energy, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
HRZN / Horizon Technology Finance Corporation
QCOM / QUALCOMM Incorporated
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
F / Ford Motor Company
DG / Dollar General Corporation
MRK / Merck & Co., Inc.
OR / OR Royalties Inc.
GM / General Motors Company
AMGN / Amgen Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
CDNS / Cadence Design Systems, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
UAL / United Airlines Holdings, Inc.
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
BECN / Beacon Roofing Supply, Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
WRB / W. R. Berkley Corporation
DVA / DaVita Inc.
FNV / Franco-Nevada Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
FMDE / Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
UPS / United Parcel Service, Inc.
LNG / Cheniere Energy, Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
OXY / Occidental Petroleum Corporation
ITW / Illinois Tool Works Inc.
TXRH / Texas Roadhouse, Inc.
GFS / GLOBALFOUNDRIES Inc.
CBOE / Cboe Global Markets, Inc.
QLC / FlexShares Trust - FlexShares US Quality Large Cap Index Fund
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
STK / Columbia Seligman Premium Technology Growth Fund
MTCH / Match Group, Inc.
HTGC / Hercules Capital, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IBM / International Business Machines Corporation
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
CNI / Canadian National Railway Company
DFS / Discover Financial Services
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
PFE / Pfizer Inc.
MU / Micron Technology, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DKS / DICK'S Sporting Goods, Inc.
NKE / NIKE, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
PEP / PepsiCo, Inc.
CB / Chubb Limited
MS / Morgan Stanley
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
QSPT / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - September
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
DOW / Dow Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
GLD / SPDR Gold Trust
C / Citigroup Inc.
CRWD / CrowdStrike Holdings, Inc.
OKE / ONEOK, Inc.
MLM / Martin Marietta Materials, Inc.
ETN / Eaton Corporation plc
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
SAIC / Science Applications International Corporation
ALL / The Allstate Corporation
EQT / EQT Corporation
QQQ / Invesco QQQ Trust, Series 1
SPGI / S&P Global Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
TFC / Truist Financial Corporation
NXST / Nexstar Media Group, Inc.
AGR / Avangrid, Inc.
AMD / Advanced Micro Devices, Inc.
CTAS / Cintas Corporation
CI / The Cigna Group
MKL / Markel Group Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
EIX / Edison International
MLI / Mueller Industries, Inc.
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PG / The Procter & Gamble Company
AEM / Agnico Eagle Mines Limited
RGLD / Royal Gold, Inc.
DUK / Duke Energy Corporation
ICE / Intercontinental Exchange, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
LH / Labcorp Holdings Inc.
ARWR / Arrowhead Pharmaceuticals, Inc.
MAA / Mid-America Apartment Communities, Inc.
FTAI / FTAI Aviation Ltd.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
MDLZ / Mondelez International, Inc.
DE / Deere & Company
ZTS / Zoetis Inc.
T / AT&T Inc.
NOC / Northrop Grumman Corporation
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
BK / The Bank of New York Mellon Corporation
CELH / Celsius Holdings, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
OSK / Oshkosh Corporation
TKR / The Timken Company
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
FCTR / First Trust Exchange-Traded Fund - First Trust Lunt U.S. Factor Rotation ETF
WAT / Waters Corporation
SQ / Block, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
ELV / Elevance Health, Inc.
LAZR / Luminar Technologies, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
CINF / Cincinnati Financial Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
DTM / DT Midstream, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
ERC / Allspring Multi-Sector Income Fund
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
REGN / Regeneron Pharmaceuticals, Inc.
OCSL / Oaktree Specialty Lending Corporation
EXP / Eagle Materials Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
EXC / Exelon Corporation
FDX / FedEx Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
KKR / KKR & Co. Inc.
SWK / Stanley Black & Decker, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
EMR / Emerson Electric Co.
ACN / Accenture plc
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
HRB / H&R Block, Inc.
PANW / Palo Alto Networks, Inc.
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
EXPI / eXp World Holdings, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
EWJ / iShares, Inc. - iShares MSCI Japan ETF
INTU / Intuit Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CRM / Salesforce, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
TPR / Tapestry, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IBB / iShares Trust - iShares Biotechnology ETF
UNP / Union Pacific Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
TJX / The TJX Companies, Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
CMI / Cummins Inc.
MCD / McDonald's Corporation
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
CSCO / Cisco Systems, Inc.
FSK / FS KKR Capital Corp.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
WM / Waste Management, Inc.
MISL / First Trust Exchange-Traded Fund - First Trust Indxx Aerospace & Defense ETF
ABBV / AbbVie Inc.
CROX / Crocs, Inc.
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
PHYS / Sprott Physical Gold Trust
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
CEG / Constellation Energy Corporation
ORLY / O'Reilly Automotive, Inc.
SHW / The Sherwin-Williams Company
INGR / Ingredion Incorporated
ZBH / Zimmer Biomet Holdings, Inc.
JXN / Jackson Financial Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
GBTC / Grayscale Bitcoin Trust (BTC)
NVDA / NVIDIA Corporation
SHOP / Shopify Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ETR / Entergy Corporation
SPG / Simon Property Group, Inc.
KR / The Kroger Co.
PSA / Public Storage
HR / Healthcare Realty Trust Incorporated
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TSLA / Tesla, Inc.
CME / CME Group Inc.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
FIS / Fidelity National Information Services, Inc.
ROST / Ross Stores, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
CLX / The Clorox Company
ADBE / Adobe Inc.
DTE / DTE Energy Company
CPE / Callon Petroleum Company
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
GOOG / Alphabet Inc.
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
EWW / iShares, Inc. - iShares MSCI Mexico ETF
CMS / CMS Energy Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
PYPL / PayPal Holdings, Inc.
ZM / Zoom Communications Inc.
UBER / Uber Technologies, Inc.
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
CVS / CVS Health Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
AI / C3.ai, Inc.
INDA / iShares Trust - iShares MSCI India ETF
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
SPY / SPDR S&P 500 ETF
GOOGL / Alphabet Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
ARCC / Ares Capital Corporation
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
KO / The Coca-Cola Company
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
EXAS / Exact Sciences Corporation
ETJ / Eaton Vance Risk-Managed Diversified Equity Income Fund
NVG / Nuveen AMT-Free Municipal Credit Income Fund
NIE / Virtus Equity & Convertible Income Fund
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
IWM / iShares Trust - iShares Russell 2000 ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
CEF / Sprott Physical Gold and Silver Trust
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MPLX / MPLX LP - Limited Partnership
UNH / UnitedHealth Group Incorporated
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
JNJ / Johnson & Johnson
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
XOM / Exxon Mobil Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
EOS / Eaton Vance Enhanced Equity Income Fund II
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
WBA / Walgreens Boots Alliance, Inc.
SBUX / Starbucks Corporation
PRU / Prudential Financial, Inc.
BBDC / Barings BDC, Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
EW / Edwards Lifesciences Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VRSK / Verisk Analytics, Inc.
NI / NiSource Inc.
ANF / Abercrombie & Fitch Co.
MSM / MSC Industrial Direct Co., Inc.
RBLX / Roblox Corporation
CMG / Chipotle Mexican Grill, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ORCL / Oracle Corporation
DVN / Devon Energy Corporation
WMT / Walmart Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
ROP / Roper Technologies, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
V / Visa Inc.
TRV / The Travelers Companies, Inc.
FI / Fiserv, Inc.
NFLX / Netflix, Inc.
TOL / Toll Brothers, Inc.
AEO / American Eagle Outfitters, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
GEHC / GE HealthCare Technologies Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SCHW / The Charles Schwab Corporation
FTRI / First Trust Exchange-Traded Fund II - First Trust Indxx Global Natural Resources Income ETF
ON / ON Semiconductor Corporation
CDW / CDW Corporation
WPC / W. P. Carey Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SNPS / Synopsys, Inc.
CCL / Carnival Corporation & plc
LRCX / Lam Research Corporation
BMY / Bristol-Myers Squibb Company
AFL / Aflac Incorporated
ADP / Automatic Data Processing, Inc.
SOUN / SoundHound AI, Inc.
HSY / The Hershey Company
ULTA / Ulta Beauty, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
CPNG / Coupang, Inc.
SIRI / Sirius XM Holdings Inc.
CL / Colgate-Palmolive Company
WFC / Wells Fargo & Company
HUM / Humana Inc.
CMCSA / Comcast Corporation
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
MGM / MGM Resorts International
NEM / Newmont Corporation
TTD / The Trade Desk, Inc.
SNAP / Snap Inc.
USB / U.S. Bancorp
HCA / HCA Healthcare, Inc.
TMUS / T-Mobile US, Inc.
MO / Altria Group, Inc.
HAL / Halliburton Company
THC / Tenet Healthcare Corporation
EQIX / Equinix, Inc.
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
VLTO / Veralto Corporation
AVGO / Broadcom Inc.
WYNN / Wynn Resorts, Limited
UL / Unilever PLC - Depositary Receipt (Common Stock)
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
ACES / ALPS ETF Trust - ALPS Clean Energy ETF
BKNG / Booking Holdings Inc.
PGR / The Progressive Corporation
KVUE / Kenvue Inc.
CCI / Crown Castle Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
CRL / Charles River Laboratories International, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
TT / Trane Technologies plc
LAMR / Lamar Advertising Company
STR / Sitio Royalties Corp.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
XEL / Xcel Energy Inc.
DNP / DNP Select Income Fund Inc.
PXD / Pioneer Natural Resources Company
FTNT / Fortinet, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CYBR / CyberArk Software Ltd.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
RNR / RenaissanceRe Holdings Ltd.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
CTRA / Coterra Energy Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
FSCO / FS Credit Opportunities Corp.
HSIC / Henry Schein, Inc.
SON / Sonoco Products Company
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
AL / Air Lease Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
DXCM / DexCom, Inc.
IT / Gartner, Inc.
WINN / Harbor ETF Trust - Harbor Long-Term Growers ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
IVE / iShares Trust - iShares S&P 500 Value ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
DD / DuPont de Nemours, Inc.
EFX / Equifax Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
NUV / Nuveen Municipal Value Fund, Inc.
RIVN / Rivian Automotive, Inc.
WPM / Wheaton Precious Metals Corp.
ES / Eversource Energy
CCAP / Crescent Capital BDC, Inc.
OVV / Ovintiv Inc.
BCE / BCE Inc.
ABNB / Airbnb, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SJM / The J. M. Smucker Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BANC / Banc of California, Inc.
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
META / Meta Platforms, Inc.
INTC / Intel Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CLOU / Global X Funds - Global X Cloud Computing ETF
FMY / First Trust Mortgage Income Fund
ITB / iShares Trust - iShares U.S. Home Construction ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SEDG / SolarEdge Technologies, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
NET / Cloudflare, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
DSTL / ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
SNSR / Global X Funds - Global X Internet of Things ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
MMC / Marsh & McLennan Companies, Inc.
AME / AMETEK, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
CPRI / Capri Holdings Limited
ARMK / Aramark
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
IGA / Voya Global Advantage and Premium Opportunity Fund
VLO / Valero Energy Corporation
FLEX / Flex Ltd.
MMM / 3M Company
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
IRT / Independence Realty Trust, Inc.
WY / Weyerhaeuser Company
GIS / General Mills, Inc.
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
ILCG / iShares Trust - iShares Morningstar Growth ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
BXSL / Blackstone Secured Lending Fund
KMLM / KraneShares Trust - KraneShares Mount Lucas Managed Futures Index Strategy ETF
COR / Cencora, Inc.
NNN / NNN REIT, Inc.
HON / Honeywell International Inc.
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
DIS / The Walt Disney Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
WTM / White Mountains Insurance Group, Ltd.
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
ET / Energy Transfer LP - Limited Partnership
MAR / Marriott International, Inc.
NUE / Nucor Corporation
IXN / iShares Trust - iShares Global Tech ETF
CODI / Compass Diversified
TXN / Texas Instruments Incorporated
MRO / Marathon Oil Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
PSEC / Prospect Capital Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
MPC / Marathon Petroleum Corporation
AGCO / AGCO Corporation
FLRT / Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
PSX / Phillips 66
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
GE / General Electric Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MCK / McKesson Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
COP / ConocoPhillips
SYK / Stryker Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
OGE / OGE Energy Corp.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
CNC / Centene Corporation
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
UHS / Universal Health Services, Inc.
KIM / Kimco Realty Corporation
AWK / American Water Works Company, Inc.