Market Value1,160,158,459
Total Holdings410
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
Prev
Shares
Current
Shares
Change
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(USD x1000)
Current Value
(USD x1000)
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MO / Altria Group, Inc.
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
UNP / Union Pacific Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
ZTS / Zoetis Inc.
BCO / The Brink's Company
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
GOOG / Alphabet Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MBB / iShares Trust - iShares MBS ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
FIS / Fidelity National Information Services, Inc.
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
LHX / L3Harris Technologies, Inc.
ALNT / Allient Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
FNF / Fidelity National Financial, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
WFC.PRL / Wells Fargo & Company - Preferred Stock
CHKP / Check Point Software Technologies Ltd.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
UNH / UnitedHealth Group Incorporated
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ALL / The Allstate Corporation
IDXX / IDEXX Laboratories, Inc.
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
QQQ / Invesco QQQ Trust, Series 1
CAH / Cardinal Health, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SYY / Sysco Corporation
TSLA / Tesla, Inc.
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
URA / Global X Funds - Global X Uranium ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IBM / International Business Machines Corporation
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
SWKS / Skyworks Solutions, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ACN / Accenture plc
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
BOOT / Boot Barn Holdings, Inc.
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
TKR / The Timken Company
PBJ / Invesco Exchange-Traded Fund Trust - Invesco Food & Beverage ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
FI / Fiserv, Inc.
RAYS / Global X Funds - Global X Solar ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
NSC / Norfolk Southern Corporation
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AMT / American Tower Corporation
LPX / Louisiana-Pacific Corporation
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
CPB / The Campbell's Company
CL / Colgate-Palmolive Company
NBTB / NBT Bancorp Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
JNJ / Johnson & Johnson
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
RTX / RTX Corporation
BKNG / Booking Holdings Inc.
ARTY / iShares Trust - iShares Future AI & Tech ETF
UPS / United Parcel Service, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
RY / Royal Bank of Canada
ZS / Zscaler, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
HD / The Home Depot, Inc.
CMCSA / Comcast Corporation
IGM / iShares Trust - iShares Expanded Tech Sector ETF
MDY / SPDR S&P MidCap 400 ETF Trust
MLPA / Global X Funds - Global X MLP ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
BNL / Broadstone Net Lease, Inc.
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
DY / Dycom Industries, Inc.
TT / Trane Technologies plc
ICF / iShares Trust - iShares Select U.S. REIT ETF
IWV / iShares Trust - iShares Russell 3000 ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NOW / ServiceNow, Inc.
CBRL / Cracker Barrel Old Country Store, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MMM / 3M Company
LMT / Lockheed Martin Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PANW / Palo Alto Networks, Inc.
VZ / Verizon Communications Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MCD / McDonald's Corporation
KLAC / KLA Corporation
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
COST / Costco Wholesale Corporation
NFLX / Netflix, Inc.
WPC / W. P. Carey Inc.
BLES / Northern Lights Fund Trust IV - Inspire Global Hope ETF
KBE / SPDR Series Trust - SPDR S&P Bank ETF
EA / Electronic Arts Inc.
IBIT / iShares Bitcoin Trust ETF
KO / The Coca-Cola Company
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
AAPL / Apple Inc.
STZ / Constellation Brands, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
BMRN / BioMarin Pharmaceutical Inc.
WFC / Wells Fargo & Company
SPGI / S&P Global Inc.
PEG / Public Service Enterprise Group Incorporated
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
AGCO / AGCO Corporation
ETR / Entergy Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
TRNS / Transcat, Inc.
GD / General Dynamics Corporation
QCOM / QUALCOMM Incorporated
LOW / Lowe's Companies, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
META / Meta Platforms, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
PINS / Pinterest, Inc.
PM / Philip Morris International Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DIS / The Walt Disney Company
RRC / Range Resources Corporation
EWJ / iShares, Inc. - iShares MSCI Japan ETF
T / AT&T Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
GE / General Electric Company
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
NEE / NextEra Energy, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
ADP / Automatic Data Processing, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
HON / Honeywell International Inc.
EPAC / Enerpac Tool Group Corp.
COP / ConocoPhillips
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
SCL / Stepan Company
MEI / Methode Electronics, Inc.
USB / U.S. Bancorp
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
TJX / The TJX Companies, Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
NVDA / NVIDIA Corporation
GS / The Goldman Sachs Group, Inc.
BAC / Bank of America Corporation
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
GLD / SPDR Gold Trust
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CRM / Salesforce, Inc.
DOW / Dow Inc.
CRWD / CrowdStrike Holdings, Inc.
ROK / Rockwell Automation, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
WMT / Walmart Inc.
SO / The Southern Company
BDX / Becton, Dickinson and Company
NGVT / Ingevity Corporation
EMR / Emerson Electric Co.
OXM / Oxford Industries, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
SOXX / iShares Trust - iShares Semiconductor ETF
XSW / SPDR Series Trust - SPDR S&P Software & Services ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
APH / Amphenol Corporation
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
CARR / Carrier Global Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
SRET / Global X Funds - Global X SuperDividend REIT ETF
XES / SPDR Series Trust - SPDR S&P Oil & Gas Equipment & Services ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
DVY / iShares Trust - iShares Select Dividend ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IYW / iShares Trust - iShares U.S. Technology ETF
PJP / Invesco Exchange-Traded Fund Trust - Invesco Pharmaceuticals ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
HUM / Humana Inc.
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
WEC / WEC Energy Group, Inc.
NEM / Newmont Corporation
MGPI / MGP Ingredients, Inc.
IGRO / iShares Trust - iShares International Dividend Growth ETF
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
AFK / VanEck ETF Trust - VanEck Africa Index ETF
ANET / Arista Networks Inc
SH / ProShares Trust - ProShares Short S&P500
ETN / Eaton Corporation plc
BTC / Grayscale Bitcoin Mini Trust
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
EIRL / iShares Trust - iShares MSCI Ireland ETF
BALL / Ball Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
IVE / iShares Trust - iShares S&P 500 Value ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
IDV / iShares Trust - iShares International Select Dividend ETF
PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF
IAK / iShares Trust - iShares U.S. Insurance ETF
IDNA / iShares Trust - iShares Genomics Immunology and Healthcare ETF
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
INDA / iShares Trust - iShares MSCI India ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
LW / Lamb Weston Holdings, Inc.
CMS / CMS Energy Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IWB / iShares Trust - iShares Russell 1000 ETF
PLTR / Palantir Technologies Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CME / CME Group Inc.
GEV / GE Vernova Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SDIV / Global X Funds - Global X SuperDividend ETF
TRGP / Targa Resources Corp.
SYK / Stryker Corporation
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
EOG / EOG Resources, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
HDV / iShares Trust - iShares Core High Dividend ETF
BAX / Baxter International Inc.
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
CAT / Caterpillar Inc.
ROST / Ross Stores, Inc.
COPX / Global X Funds - Global X Copper Miners ETF
PSL / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Consumer Staples Momentum ETF
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
IXN / iShares Trust - iShares Global Tech ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CVX / Chevron Corporation
AXP / American Express Company
MSFT / Microsoft Corporation
MRVL / Marvell Technology, Inc.
JPM / JPMorgan Chase & Co.
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
DTE / DTE Energy Company
IBB / iShares Trust - iShares Biotechnology ETF
ISMD / Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
CCK / Crown Holdings, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
SHW / The Sherwin-Williams Company
V / Visa Inc.
MRK / Merck & Co., Inc.
USPH / U.S. Physical Therapy, Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
GOOGL / Alphabet Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
XT / iShares Trust - iShares Exponential Technologies ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
PHYS / Sprott Physical Gold Trust
MTB / M&T Bank Corporation
ABT / Abbott Laboratories
AWI / Armstrong World Industries, Inc.
PPL / PPL Corporation
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
MDLZ / Mondelez International, Inc.
TKO / TKO Group Holdings, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
ICE / Intercontinental Exchange, Inc.
PAYX / Paychex, Inc.
MSI / Motorola Solutions, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
INTU / Intuit Inc.
SPY / SPDR S&P 500 ETF
AMAT / Applied Materials, Inc.
DORM / Dorman Products, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
ADI / Analog Devices, Inc.
OKE / ONEOK, Inc.
IYT / iShares Trust - iShares U.S. Transportation ETF
REGN / Regeneron Pharmaceuticals, Inc.
SOLV / Solventum Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
BDC / Belden Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
VTV / Vanguard Index Funds - Vanguard Value ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
PEP / PepsiCo, Inc.
AMZN / Amazon.com, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
TGT / Target Corporation
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
DHR / Danaher Corporation
MU / Micron Technology, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
CTVA / Corteva, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
MCK / McKesson Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
GPC / Genuine Parts Company
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
CSCO / Cisco Systems, Inc.
ORCL / Oracle Corporation
EW / Edwards Lifesciences Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
GILD / Gilead Sciences, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
AFL / Aflac Incorporated
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BRK.B / Berkshire Hathaway Inc.
MUSA / Murphy USA Inc.
COR / Cencora, Inc.
BA / The Boeing Company
MCO / Moody's Corporation
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
DAR / Darling Ingredients Inc.
ADBE / Adobe Inc.
LOB / Live Oak Bancshares, Inc.
XOM / Exxon Mobil Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
PG / The Procter & Gamble Company
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
MSTR / Strategy Inc
INTC / Intel Corporation
XEL / Xcel Energy Inc.
AEP / American Electric Power Company, Inc.
SAM / The Boston Beer Company, Inc.
MNST / Monster Beverage Corporation
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
UMI / USCF ETF Trust - USCF Midstream Energy Income Fund
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
WM / Waste Management, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
BMY / Bristol-Myers Squibb Company
MS / Morgan Stanley
GWW / W.W. Grainger, Inc.
AMGN / Amgen Inc.
AVGO / Broadcom Inc.
ABBV / AbbVie Inc.
NOC / Northrop Grumman Corporation
PFE / Pfizer Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
CI / The Cigna Group
MA / Mastercard Incorporated
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DD / DuPont de Nemours, Inc.
DOX / Amdocs Limited
IMTB / iShares Trust - iShares Core 5-10 Year USD Bond ETF
EWM / iShares, Inc. - iShares MSCI Malaysia ETF
EWUS / iShares Trust - iShares MSCI United Kingdom Small-Cap ETF
LLY / Eli Lilly and Company
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF