Market Value6,958,379,920
Total Holdings787
File Date2024-01-16
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)
ATVI / Activision Blizzard Inc
ALYA / Alithya Group Inc.
TRMK / Trustmark Corporation
AEE / Ameren Corporation
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
NLY / Annaly Capital Management, Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
OZK / Bank OZK
BDJ / BlackRock Enhanced Equity Dividend Trust
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
CRWD / CrowdStrike Holdings, Inc.
BAX / Baxter International Inc.
CI / The Cigna Group
OKE / ONEOK, Inc.
ZTS / Zoetis Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
NEE / NextEra Energy, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
FAST / Fastenal Company
URI / United Rentals, Inc.
AGNC / AGNC Investment Corp.
HLT / Hilton Worldwide Holdings Inc.
QCOM / QUALCOMM Incorporated
MOS / The Mosaic Company
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
TIP / iShares Trust - iShares TIPS Bond ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
ILCG / iShares Trust - iShares Morningstar Growth ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
NOC / Northrop Grumman Corporation
MPC / Marathon Petroleum Corporation
ELV / Elevance Health, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
INTC / Intel Corporation
ILMN / Illumina, Inc.
CARR / Carrier Global Corporation
OEF / iShares Trust - iShares S&P 100 ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BX / Blackstone Inc.
PAG / Penske Automotive Group, Inc.
DAL / Delta Air Lines, Inc.
DECK / Deckers Outdoor Corporation
GM / General Motors Company
DD / DuPont de Nemours, Inc.
KR / The Kroger Co.
PYPL / PayPal Holdings, Inc.
ABT / Abbott Laboratories
KDP / Keurig Dr Pepper Inc.
CAT / Caterpillar Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
ALSN / Allison Transmission Holdings, Inc.
REFR / Research Frontiers Incorporated
NFLX / Netflix, Inc.
WBD / Warner Bros. Discovery, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
TXT / Textron Inc.
LULU / lululemon athletica inc.
DOW / Dow Inc.
IFF / International Flavors & Fragrances Inc.
DELL / Dell Technologies Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
SLV / iShares Silver Trust
JNJ / Johnson & Johnson
JCI / Johnson Controls International plc
KVUE / Kenvue Inc.
RCL / Royal Caribbean Cruises Ltd.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
CRM / Salesforce, Inc.
HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
BDX / Becton, Dickinson and Company
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
LEN / Lennar Corporation
WEN / The Wendy's Company
SWK / Stanley Black & Decker, Inc.
AWK / American Water Works Company, Inc.
OPEN / Opendoor Technologies Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
DOV / Dover Corporation
MS / Morgan Stanley
CNP / CenterPoint Energy, Inc.
WMB / The Williams Companies, Inc.
SCI / Service Corporation International
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
FITB / Fifth Third Bancorp
MSFT / Microsoft Corporation
CPB / The Campbell's Company
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CVX / Chevron Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
KHC / The Kraft Heinz Company
MPLX / MPLX LP - Limited Partnership
AXON / Axon Enterprise, Inc.
XYZ / Block, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
ADM / Archer-Daniels-Midland Company
UPS / United Parcel Service, Inc.
FTV / Fortive Corporation
ACGL / Arch Capital Group Ltd.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
BSX / Boston Scientific Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
NKE / NIKE, Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
CHTR / Charter Communications, Inc.
DASH / DoorDash, Inc.
ARW / Arrow Electronics, Inc.
BKR / Baker Hughes Company
FWONK / Formula One Group
TRGP / Targa Resources Corp.
K / Kellanova
CTSH / Cognizant Technology Solutions Corporation
PEG / Public Service Enterprise Group Incorporated
VFC / V.F. Corporation
MCK / McKesson Corporation
LVS / Las Vegas Sands Corp.
EA / Electronic Arts Inc.
MGM / MGM Resorts International
IGM / iShares Trust - iShares Expanded Tech Sector ETF
ETN / Eaton Corporation plc
MDLZ / Mondelez International, Inc.
EXEL / Exelixis, Inc.
GILD / Gilead Sciences, Inc.
UNH / UnitedHealth Group Incorporated
CL / Colgate-Palmolive Company
IVW / iShares Trust - iShares S&P 500 Growth ETF
MMM / 3M Company
AFRM / Affirm Holdings, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PCG / PG&E Corporation
TFSL / TFS Financial Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
PRU / Prudential Financial, Inc.
TYL / Tyler Technologies, Inc.
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
TT / Trane Technologies plc
AMZN / Amazon.com, Inc.
ZION / Zions Bancorporation, National Association
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
TDY / Teledyne Technologies Incorporated
CGBD / Carlyle Secured Lending, Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
CIEN / Ciena Corporation
MAS / Masco Corporation
CHD / Church & Dwight Co., Inc.
MKL / Markel Group Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
CVS / CVS Health Corporation
SYK / Stryker Corporation
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
CAH / Cardinal Health, Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
O / Realty Income Corporation
STLD / Steel Dynamics, Inc.
IGOV / iShares Trust - iShares International Treasury Bond ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
WPC / W. P. Carey Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
FTNT / Fortinet, Inc.
SCHW / The Charles Schwab Corporation
SAIC / Science Applications International Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
WBA / Walgreens Boots Alliance, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
SHW / The Sherwin-Williams Company
IDXX / IDEXX Laboratories, Inc.
CE / Celanese Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
OTIS / Otis Worldwide Corporation
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
VLO / Valero Energy Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
CMF / iShares Trust - iShares California Muni Bond ETF
EOG / EOG Resources, Inc.
BAC / Bank of America Corporation
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
WPM / Wheaton Precious Metals Corp.
UNP / Union Pacific Corporation
ILCV / iShares Trust - iShares Morningstar Value ETF
MLM / Martin Marietta Materials, Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
SPG / Simon Property Group, Inc.
VMC / Vulcan Materials Company
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CPRT / Copart, Inc.
EVLV / Evolv Technologies Holdings, Inc.
CELH / Celsius Holdings, Inc.
HPE / Hewlett Packard Enterprise Company
GIS / General Mills, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
MRVL / Marvell Technology, Inc.
BMY / Bristol-Myers Squibb Company
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LOW / Lowe's Companies, Inc.
SLRC / SLR Investment Corp.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
GRMN / Garmin Ltd.
WST / West Pharmaceutical Services, Inc.
PINS / Pinterest, Inc.
VTRS / Viatris Inc.
IPG / The Interpublic Group of Companies, Inc.
PWR / Quanta Services, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
T / AT&T Inc.
PEP / PepsiCo, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GEHC / GE HealthCare Technologies Inc.
MAIN / Main Street Capital Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
KMB / Kimberly-Clark Corporation
MSI / Motorola Solutions, Inc.
APA / APA Corporation
CDNS / Cadence Design Systems, Inc.
AMT / American Tower Corporation
V / Visa Inc.
NSC / Norfolk Southern Corporation
HSIC / Henry Schein, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
STZ / Constellation Brands, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
FI / Fiserv, Inc.
BKNG / Booking Holdings Inc.
ADP / Automatic Data Processing, Inc.
MDT / Medtronic plc
KBE / SPDR Series Trust - SPDR S&P Bank ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
NVDA / NVIDIA Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
ITW / Illinois Tool Works Inc.
TTWO / Take-Two Interactive Software, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
TXN / Texas Instruments Incorporated
HES / Hess Corporation
LIN / Linde plc
MTB / M&T Bank Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
HD / The Home Depot, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
SYY / Sysco Corporation
HUBS / HubSpot, Inc.
CCEP / Coca-Cola Europacific Partners PLC
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
TSLX / Sixth Street Specialty Lending, Inc.
SBAC / SBA Communications Corporation
NUE / Nucor Corporation
HAL / Halliburton Company
APD / Air Products and Chemicals, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
VICI / VICI Properties Inc.
POOL / Pool Corporation
MCO / Moody's Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
GS / The Goldman Sachs Group, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
JULW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
OXY / Occidental Petroleum Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) Call
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
F / Ford Motor Company
ANSS / ANSYS, Inc.
GBDC / Golub Capital BDC, Inc.
KO / The Coca-Cola Company
SPY / SPDR S&P 500 ETF
ES / Eversource Energy
HPQ / HP Inc.
RF / Regions Financial Corporation
BNL / Broadstone Net Lease, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
ATO / Atmos Energy Corporation
WEC / WEC Energy Group, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
FDS / FactSet Research Systems Inc.
FCX / Freeport-McMoRan Inc.
FSS / Federal Signal Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
AAPL / Apple Inc.
SPY / SPDR S&P 500 ETF Put
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PRI / Primerica, Inc.
EMR / Emerson Electric Co.
UWMC / UWM Holdings Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
MCD / McDonald's Corporation
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
TEAM / Atlassian Corporation
TRV / The Travelers Companies, Inc.
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
EDD / Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
PDI / PIMCO Dynamic Income Fund
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
TMFG / The RBB Fund, Inc. - Motley Fool Global Opportunities ETF
ROKU / Roku, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
SFT / Shift Technologies Inc - Class A
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
VMW / Vmware Inc. - Class A
YUMC / Yum China Holdings, Inc.
HZNP / Horizon Therapeutics Plc
CRSP / CRISPR Therapeutics AG
TEL / TE Connectivity plc
NUSI / NEOS ETF Trust - NEOS Nasdaq-100 Hedged Equity Income ETF
EQC.PRD / Equity Commonwealth - Preferred Stock
USA / Liberty All-Star Equity Fund
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
AYI / Acuity Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
INFY / Infosys Limited - Depositary Receipt (Common Stock)
TDC / Teradata Corporation
PXD / Pioneer Natural Resources Company
TAST / Carrols Restaurant Group, Inc.
LH / Labcorp Holdings Inc.
EVGO / EVgo, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
IBB / iShares Trust - iShares Biotechnology ETF
AMD / Advanced Micro Devices, Inc.
TMUS / T-Mobile US, Inc.
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
WFC / Wells Fargo & Company
OGE / OGE Energy Corp.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
APH / Amphenol Corporation
CSCO / Cisco Systems, Inc.
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
AMC / AMC Entertainment Holdings, Inc.
SMCI / Super Micro Computer, Inc.
DG / Dollar General Corporation
JPM / JPMorgan Chase & Co.
EW / Edwards Lifesciences Corporation
SNPS / Synopsys, Inc.
DE / Deere & Company
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
SFBS / ServisFirst Bancshares, Inc.
DUK / Duke Energy Corporation
SPGI / S&P Global Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
LLY / Eli Lilly and Company
USFD / US Foods Holding Corp.
ODFL / Old Dominion Freight Line, Inc.
AXP / American Express Company
LADR / Ladder Capital Corp
MGMT / Unified Series Trust - Ballast Small/Mid Cap ETF
FLT / Corpay, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
MRNA / Moderna, Inc.
BA / The Boeing Company
LYB / LyondellBasell Industries N.V.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
RES / RPC, Inc.
MU / Micron Technology, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
YUM / Yum! Brands, Inc.
LMT / Lockheed Martin Corporation
TSCO / Tractor Supply Company
STEM / Stem, Inc.
ROP / Roper Technologies, Inc.
CDW / CDW Corporation
EIX / Edison International
XOM / Exxon Mobil Corporation
PDT / John Hancock Premium Dividend Fund
IRM / Iron Mountain Incorporated
LW / Lamb Weston Holdings, Inc.
SWKS / Skyworks Solutions, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BRO / Brown & Brown, Inc.
SITE / SiteOne Landscape Supply, Inc.
WELL / Welltower Inc.
EVH / Evolent Health, Inc.
AMBP / Ardagh Metal Packaging S.A.
AMGN / Amgen Inc.
AMAT / Applied Materials, Inc.
PKG / Packaging Corporation of America
HII / Huntington Ingalls Industries, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
APO / Apollo Global Management, Inc.
NXPI / NXP Semiconductors N.V.
D / Dominion Energy, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
DINO / HF Sinclair Corporation
HOLX / Hologic, Inc.
STT / State Street Corporation
VRSN / VeriSign, Inc.
SENS / Senseonics Holdings, Inc.
CRH / CRH plc
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
NANR / SPDR Index Shares Funds - SPDR S&P North American Natural Resources ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
CFG / Citizens Financial Group, Inc.
MRC / MRC Global Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
CMS / CMS Energy Corporation
RMD / ResMed Inc.
IEX / IDEX Corporation
BNS / The Bank of Nova Scotia
CAL / Caleres, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
XEL / Xcel Energy Inc.
NYCB / Flagstar Financial, Inc.
MTTR / Matterport, Inc.
INTF / iShares Trust - iShares International Equity Factor ETF
MDB / MongoDB, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
NTRS / Northern Trust Corporation
WTRG / Essential Utilities, Inc.
UNM / Unum Group
EQR / Equity Residential
COF / Capital One Financial Corporation
GOOGL / Alphabet Inc.
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
PTC / PTC Inc.
ADI / Analog Devices, Inc.
PCAR / PACCAR Inc
BBY / Best Buy Co., Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
ORCL / Oracle Corporation
EQIX / Equinix, Inc.
AJG / Arthur J. Gallagher & Co.
ABNB / Airbnb, Inc.
AVY / Avery Dennison Corporation
DHI / D.R. Horton, Inc.
MAA / Mid-America Apartment Communities, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
FSK / FS KKR Capital Corp.
EL / The Estée Lauder Companies Inc.
KMI / Kinder Morgan, Inc.
AZO / AutoZone, Inc.
TDG / TransDigm Group Incorporated
DXCM / DexCom, Inc.
SYF / Synchrony Financial
GL / Globe Life Inc.
UBER / Uber Technologies, Inc.
SRE / Sempra
IWO / iShares Trust - iShares Russell 2000 Growth ETF
A / Agilent Technologies, Inc.
RNST / Renasant Corporation
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
PHM / PulteGroup, Inc.
EBAY / eBay Inc.
EXR / Extra Space Storage Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
SJM / The J. M. Smucker Company
CHPT / ChargePoint Holdings, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
WTW / Willis Towers Watson Public Limited Company
ABBV / AbbVie Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
OLPX / Olaplex Holdings, Inc.
OTEX / Open Text Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
HTD / John Hancock Tax-Advantaged Dividend Income Fund
SHCR / Sharecare, Inc.
ADTN / ADTRAN Holdings, Inc.
AMN / AMN Healthcare Services, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PTY / PIMCO Corporate & Income Opportunity Fund
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
FSLR / First Solar, Inc.
MRO / Marathon Oil Corporation
G / Genpact Limited
IQV / IQVIA Holdings Inc.
CCI / Crown Castle Inc.
NVR / NVR, Inc.
ALLE / Allegion plc
IRT / Independence Realty Trust, Inc.
FIZZ / National Beverage Corp.
BRP / The Baldwin Insurance Group, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
IBM / International Business Machines Corporation
SO / The Southern Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
MCHP / Microchip Technology Incorporated
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
GLW / Corning Incorporated
VLRS / Controladora Vuela Compañía de Aviación, S.A.B. de C.V. - Depositary Receipt (Common Stock)
XYL / Xylem Inc.
MRCC / Monroe Capital Corporation
MFC / Manulife Financial Corporation
LUMN / Lumen Technologies, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
STX / Seagate Technology Holdings plc
HTGC / Hercules Capital, Inc.
CMA / Comerica Incorporated
VUG / Vanguard Index Funds - Vanguard Growth ETF
ULTA / Ulta Beauty, Inc.
PM / Philip Morris International Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
TSN / Tyson Foods, Inc.
FNF / Fidelity National Financial, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
EMN / Eastman Chemical Company
CMI / Cummins Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
MELI / MercadoLibre, Inc.
DLR / Digital Realty Trust, Inc.
VZ / Verizon Communications Inc.
GWW / W.W. Grainger, Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
ECL / Ecolab Inc.
M / Macy's, Inc.
JBL / Jabil Inc.
YEXT / Yext, Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
GPN / Global Payments Inc.
PLTR / Palantir Technologies Inc.
J / Jacobs Solutions Inc.
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
IYR / iShares Trust - iShares U.S. Real Estate ETF
RSG / Republic Services, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
APTV / Aptiv PLC
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
MMC / Marsh & McLennan Companies, Inc.
CTVA / Corteva, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
REGN / Regeneron Pharmaceuticals, Inc.
CLX / The Clorox Company
RNR / RenaissanceRe Holdings Ltd.
GLD / SPDR Gold Trust
ACWI / iShares Trust - iShares MSCI ACWI ETF
ALL / The Allstate Corporation
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
BRK.B / Berkshire Hathaway Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
QRVO / Qorvo, Inc.
ET / Energy Transfer LP - Limited Partnership
TMO / Thermo Fisher Scientific Inc.
GOOG / Alphabet Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
W / Wayfair Inc.
NRG / NRG Energy, Inc.
CSGP / CoStar Group, Inc.
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
CBOE / Cboe Global Markets, Inc.
BIIB / Biogen Inc.
SNV / Synovus Financial Corp.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
LDOS / Leidos Holdings, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ETR / Entergy Corporation
ROK / Rockwell Automation, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
SHOP / Shopify Inc.
ARCC / Ares Capital Corporation
ICE / Intercontinental Exchange, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
OCTW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Oct ETF
RY / Royal Bank of Canada
BN / Brookfield Corporation
RITM / Rithm Capital Corp.
LNT / Alliant Energy Corporation
HCA / HCA Healthcare, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
WDAY / Workday, Inc.
MTD / Mettler-Toledo International Inc.
MLPA / Global X Funds - Global X MLP ETF
WM / Waste Management, Inc.
KEY / KeyCorp
KRP / Kimbell Royalty Partners, LP - Limited Partnership
AAME / Atlantic American Corporation
EFX / Equifax Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
COR / Cencora, Inc.
BXP / Boston Properties, Inc.
CB / Chubb Limited
EXPE / Expedia Group, Inc.
PSX / Phillips 66
DTE / DTE Energy Company
ON / ON Semiconductor Corporation
NEM / Newmont Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
KLAC / KLA Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
OBDC / Blue Owl Capital Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
BWA / BorgWarner Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ACN / Accenture plc
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
DFS / Discover Financial Services
FANG / Diamondback Energy, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
TRU / TransUnion
FDUS / Fidus Investment Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
PNC / The PNC Financial Services Group, Inc.
NI / NiSource Inc.
FDM / First Trust Exchange-Traded Fund - First Trust Dow Jones Select MicroCap Index Fund
MSCI / MSCI Inc.
META / Meta Platforms, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
AMP / Ameriprise Financial, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
VEEV / Veeva Systems Inc.
CEG / Constellation Energy Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
TJX / The TJX Companies, Inc.
ALGN / Align Technology, Inc.
PLD / Prologis, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
USB / U.S. Bancorp
COST / Costco Wholesale Corporation
COP / ConocoPhillips
FCNCA / First Citizens BancShares, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
TTD / The Trade Desk, Inc.
ISRG / Intuitive Surgical, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
FHN / First Horizon Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
BALL / Ball Corporation
ADSK / Autodesk, Inc.
PFE / Pfizer Inc.
GD / General Dynamics Corporation
DIS / The Walt Disney Company
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
PH / Parker-Hannifin Corporation
GPC / Genuine Parts Company
RBT / Rubicon Technologies, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
NOW / ServiceNow, Inc.
MRK / Merck & Co., Inc.
CMG / Chipotle Mexican Grill, Inc.
RTX / RTX Corporation
TFC / Truist Financial Corporation
TROW / T. Rowe Price Group, Inc.
MAR / Marriott International, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
DHR / Danaher Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
JBHT / J.B. Hunt Transport Services, Inc.
DVN / Devon Energy Corporation
ADBE / Adobe Inc.
BLDR / Builders FirstSource, Inc.
EXC / Exelon Corporation
WFC.PRL / Wells Fargo & Company - Preferred Stock
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
BRK.A / Berkshire Hathaway Inc.
DISH / DISH Network Corporation
CME / CME Group Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
AME / AMETEK, Inc.
AES / The AES Corporation
AIG / American International Group, Inc.
PGR / The Progressive Corporation
EXPD / Expeditors International of Washington, Inc.
ENB / Enbridge Inc.
MET / MetLife, Inc.
FEMY / Femasys Inc.
HBAN / Huntington Bancshares Incorporated
DGX / Quest Diagnostics Incorporated
BK / The Bank of New York Mellon Corporation
LNC / Lincoln National Corporation
ZBRA / Zebra Technologies Corporation
VRTX / Vertex Pharmaceuticals Incorporated
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
GSBD / Goldman Sachs BDC, Inc.
IT / Gartner, Inc.
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
AON / Aon plc
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
MNST / Monster Beverage Corporation
ORLY / O'Reilly Automotive, Inc.
AMCR / Amcor plc
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
WRB / W. R. Berkley Corporation
PSTG / Pure Storage, Inc.
KEYS / Keysight Technologies, Inc.
CHCO / City Holding Company
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
PUTW / WisdomTree Trust - WisdomTree PutWrite Strategy Fund
OMC / Omnicom Group Inc.
CTAS / Cintas Corporation
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
TER / Teradyne, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
PRG / PROG Holdings, Inc.
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
DPZ / Domino's Pizza, Inc.
CELU / Celularity Inc.
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
HSY / The Hershey Company
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
FIS / Fidelity National Information Services, Inc.
DKL / Delek Logistics Partners, LP - Limited Partnership
TSLA / Tesla, Inc.
TSLA / Tesla, Inc. Put
ROL / Rollins, Inc.
FDX / FedEx Corporation
CBRE / CBRE Group, Inc.
WY / Weyerhaeuser Company
ANET / Arista Networks Inc
MPWR / Monolithic Power Systems, Inc.
VRSK / Verisk Analytics, Inc.
L / Loews Corporation
JETS / ETF Series Solutions - U.S. Global Jets ETF
AFL / Aflac Incorporated
SBUX / Starbucks Corporation
MA / Mastercard Incorporated
CAG / Conagra Brands, Inc.
LRCX / Lam Research Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
LHX / L3Harris Technologies, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
INTU / Intuit Inc.
PAYX / Paychex, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
WRK / WestRock Company
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
HON / Honeywell International Inc.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
ZBH / Zimmer Biomet Holdings, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
PSA / Public Storage
NDAQ / Nasdaq, Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
C / Citigroup Inc.
DLTR / Dollar Tree, Inc.
DRLL / EA Series Trust - Strive U.S. Energy ETF
WIT / Wipro Limited - Depositary Receipt (Common Stock)
RC / Ready Capital Corporation
TG / Tredegar Corporation
QQQ / Invesco QQQ Trust, Series 1
EPD / Enterprise Products Partners L.P. - Limited Partnership
ATLC / Atlanticus Holdings Corporation
PFG / Principal Financial Group, Inc.
EVRG / Evergy, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
CCL / Carnival Corporation & plc
CNC / Centene Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
ED / Consolidated Edison, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IR / Ingersoll Rand Inc.
AEP / American Electric Power Company, Inc.
NTAP / NetApp, Inc.
SIRI / Sirius XM Holdings Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
LPX / Louisiana-Pacific Corporation
LNG / Cheniere Energy, Inc.
CSX / CSX Corporation
SPR / Spirit AeroSystems Holdings, Inc.
SKYX / SKYX Platforms Corp.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
NEU / NewMarket Corporation
TGT / Target Corporation
HUM / Humana Inc.
C.WSA / Citigroup, Inc.
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
KKR / KKR & Co. Inc.
IXN / iShares Trust - iShares Global Tech ETF
SSB / SouthState Corporation
CSB / Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
SNOW / Snowflake Inc.
TPL / Texas Pacific Land Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SLB / Schlumberger Limited
HIG / The Hartford Insurance Group, Inc.
BR / Broadridge Financial Solutions, Inc.
FLO / Flowers Foods, Inc.
PPG / PPG Industries, Inc.
DRI / Darden Restaurants, Inc.
ALB / Albemarle Corporation
ROST / Ross Stores, Inc.
WMT / Walmart Inc.
DOCN / DigitalOcean Holdings, Inc.
FICO / Fair Isaac Corporation
IAU / iShares Gold Trust
PG / The Procter & Gamble Company
AVGO / Broadcom Inc.
PANW / Palo Alto Networks, Inc.
CMCSA / Comcast Corporation
GE / General Electric Company
MO / Altria Group, Inc.