Market Value1,777,191,760
Total Holdings526
File Date2025-07-15
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
META / Meta Platforms, Inc.
CBRE / CBRE Group, Inc.
ORCL / Oracle Corporation
VST / Vistra Corp.
EQIX / Equinix, Inc.
MCI / Barings Corporate Investors
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
FITB / Fifth Third Bancorp
BDX / Becton, Dickinson and Company
GEHC / GE HealthCare Technologies Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
DHI / D.R. Horton, Inc.
GOOG / Alphabet Inc.
GIS / General Mills, Inc.
FTNT / Fortinet, Inc.
NEM / Newmont Corporation
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
CLX / The Clorox Company
GRMN / Garmin Ltd.
JPM / JPMorgan Chase & Co.
OKE / ONEOK, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
MSFT / Microsoft Corporation
GPIQ / Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Premium Income ETF
CPRT / Copart, Inc.
ED / Consolidated Edison, Inc.
CAH / Cardinal Health, Inc.
CRWD / CrowdStrike Holdings, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
MLM / Martin Marietta Materials, Inc.
FANG / Diamondback Energy, Inc.
KMI / Kinder Morgan, Inc.
HPE / Hewlett Packard Enterprise Company
QQQ / Invesco QQQ Trust, Series 1
EBAY / eBay Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
FERG / Ferguson Enterprises Inc.
QCOM / QUALCOMM Incorporated
VLO / Valero Energy Corporation
HIG / The Hartford Insurance Group, Inc.
BR / Broadridge Financial Solutions, Inc.
OBDC / Blue Owl Capital Corporation
AMLP / ALPS ETF Trust - Alerian MLP ETF
NET / Cloudflare, Inc.
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
SHW / The Sherwin-Williams Company
BK / The Bank of New York Mellon Corporation
CI / The Cigna Group
TLSIW / TriSalus Life Sciences, Inc. - Equity Warrant
DVN / Devon Energy Corporation
OCUL / Ocular Therapeutix, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MKL / Markel Group Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
ADI / Analog Devices, Inc.
HLT / Hilton Worldwide Holdings Inc.
K / Kellanova
NYF / iShares Trust - iShares New York Muni Bond ETF
CARR / Carrier Global Corporation
FSK / FS KKR Capital Corp.
UNP / Union Pacific Corporation
PCAR / PACCAR Inc
MPC / Marathon Petroleum Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
DTE / DTE Energy Company
AMAT / Applied Materials, Inc.
MPWR / Monolithic Power Systems, Inc.
BFAM / Bright Horizons Family Solutions Inc.
ROP / Roper Technologies, Inc.
MO / Altria Group, Inc.
INTC / Intel Corporation
PENN / PENN Entertainment, Inc.
BRK.A / Berkshire Hathaway Inc.
WSM / Williams-Sonoma, Inc.
LOW / Lowe's Companies, Inc.
FAST / Fastenal Company
BAC / Bank of America Corporation
BBY / Best Buy Co., Inc.
EOG / EOG Resources, Inc.
TRV / The Travelers Companies, Inc.
TSCO / Tractor Supply Company
SNPS / Synopsys, Inc.
PAYX / Paychex, Inc.
ELV / Elevance Health, Inc.
MSCI / MSCI Inc.
CRH / CRH plc
KR / The Kroger Co.
KDP / Keurig Dr Pepper Inc.
DIS / The Walt Disney Company
ACN / Accenture plc
NFLX / Netflix, Inc.
BCSF / Bain Capital Specialty Finance, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
ODFL / Old Dominion Freight Line, Inc.
GPK / Graphic Packaging Holding Company
OTIS / Otis Worldwide Corporation
CHD / Church & Dwight Co., Inc.
AES / The AES Corporation
SSNC / SS&C Technologies Holdings, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MDLZ / Mondelez International, Inc.
OPCH / Option Care Health, Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
PYPL / PayPal Holdings, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
STT / State Street Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
AZO / AutoZone, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
SPY / SPDR S&P 500 ETF
DOW / Dow Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BRO / Brown & Brown, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
PAYC / Paycom Software, Inc.
KMB / Kimberly-Clark Corporation
BMY / Bristol-Myers Squibb Company
EQT / EQT Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ROK / Rockwell Automation, Inc.
VTRS / Viatris Inc.
PGR / The Progressive Corporation
WFC / Wells Fargo & Company
JCI / Johnson Controls International plc
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
KVUE / Kenvue Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
MRVL / Marvell Technology, Inc.
WELL / Welltower Inc.
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
CFG / Citizens Financial Group, Inc.
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
DE / Deere & Company
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
GWW / W.W. Grainger, Inc.
TMUS / T-Mobile US, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
PNC / The PNC Financial Services Group, Inc.
CAT / Caterpillar Inc.
GE / General Electric Company
RCL / Royal Caribbean Cruises Ltd.
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
ABT / Abbott Laboratories
NEE / NextEra Energy, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MSI / Motorola Solutions, Inc.
AON / Aon plc
AXON / Axon Enterprise, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ICE / Intercontinental Exchange, Inc.
AWK / American Water Works Company, Inc.
SBUX / Starbucks Corporation
DLR / Digital Realty Trust, Inc.
SCHW / The Charles Schwab Corporation
AMT / American Tower Corporation
DELL / Dell Technologies Inc.
IT / Gartner, Inc.
XYZ / Block, Inc.
BLK / BlackRock, Inc.
SPGI / S&P Global Inc.
GEV / GE Vernova Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
ECL / Ecolab Inc.
AFL / Aflac Incorporated
LDOS / Leidos Holdings, Inc.
AMGN / Amgen Inc.
ARES / Ares Management Corporation
AVB / AvalonBay Communities, Inc.
MAR / Marriott International, Inc.
HYPR / Hyperfine, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
PEP / PepsiCo, Inc.
WTW / Willis Towers Watson Public Limited Company
FI / Fiserv, Inc.
MS / Morgan Stanley
CMG / Chipotle Mexican Grill, Inc.
AIG / American International Group, Inc.
ENB / Enbridge Inc.
FDX / FedEx Corporation
VLTO / Veralto Corporation
CEG / Constellation Energy Corporation
TXN / Texas Instruments Incorporated
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
HAS / Hasbro, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MMC / Marsh & McLennan Companies, Inc.
CL / Colgate-Palmolive Company
TTWO / Take-Two Interactive Software, Inc.
DRI / Darden Restaurants, Inc.
LHX / L3Harris Technologies, Inc.
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
LNG / Cheniere Energy, Inc.
PM / Philip Morris International Inc.
PFLT / PennantPark Floating Rate Capital Ltd.
VFH / Vanguard World Fund - Vanguard Financials ETF
UPS / United Parcel Service, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
INTU / Intuit Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
MFIC / MidCap Financial Investment Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
CCL / Carnival Corporation & plc
EXC / Exelon Corporation
IDXX / IDEXX Laboratories, Inc.
IBM / International Business Machines Corporation
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
WAB / Westinghouse Air Brake Technologies Corporation
GOOGL / Alphabet Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
MBB / iShares Trust - iShares MBS ETF
DUK / Duke Energy Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
CNH / CNH Industrial N.V.
NVS / Novartis AG - Depositary Receipt (Common Stock)
ETR / Entergy Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ARCC / Ares Capital Corporation
ELAN / Elanco Animal Health Incorporated
SYY / Sysco Corporation
RMD / ResMed Inc.
PFE / Pfizer Inc.
TDG / TransDigm Group Incorporated
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
TGT / Target Corporation
BAX / Baxter International Inc.
MTB / M&T Bank Corporation
ITW / Illinois Tool Works Inc.
NNN / NNN REIT, Inc.
BA / The Boeing Company
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
CSCO / Cisco Systems, Inc.
BSX / Boston Scientific Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
PWR / Quanta Services, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
EXPD / Expeditors International of Washington, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
URI / United Rentals, Inc.
BX / Blackstone Inc.
CB / Chubb Limited
QTRX / Quanterix Corporation
GM / General Motors Company
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ALL / The Allstate Corporation
AEP / American Electric Power Company, Inc.
NTAP / NetApp, Inc.
FIS / Fidelity National Information Services, Inc.
CDW / CDW Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
OCCI / OFS Credit Company, Inc.
TRI / Thomson Reuters Corporation
ZBH / Zimmer Biomet Holdings, Inc.
APP / AppLovin Corporation
MET / MetLife, Inc.
D / Dominion Energy, Inc.
MA / Mastercard Incorporated
JNJ / Johnson & Johnson
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
OGN / Organon & Co.
PSA / Public Storage
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
CCI / Crown Castle Inc.
BKNG / Booking Holdings Inc.
MDT / Medtronic plc
EWU / iShares Trust - iShares MSCI United Kingdom ETF
LIN / Linde plc
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
MNST / Monster Beverage Corporation
RTX / RTX Corporation
ABBV / AbbVie Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
LLY / Eli Lilly and Company
HON / Honeywell International Inc.
ROST / Ross Stores, Inc.
ANSS / ANSYS, Inc.
USB / U.S. Bancorp
HSY / The Hershey Company
FTV / Fortive Corporation
KEY / KeyCorp
ABNB / Airbnb, Inc.
PARA / Paramount Global
SYF / Synchrony Financial
CSX / CSX Corporation
HWM / Howmet Aerospace Inc.
PH / Parker-Hannifin Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
NKE / NIKE, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
ADP / Automatic Data Processing, Inc.
LRCX / Lam Research Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PEG / Public Service Enterprise Group Incorporated
PINS / Pinterest, Inc.
APD / Air Products and Chemicals, Inc.
MCO / Moody's Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
FIHL / Fidelis Insurance Holdings Limited
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VYX / NCR Voyix Corporation
NUE / Nucor Corporation
IYF / iShares Trust - iShares U.S. Financials ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
FCX / Freeport-McMoRan Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
EMR / Emerson Electric Co.
APH / Amphenol Corporation
VRSK / Verisk Analytics, Inc.
AJG / Arthur J. Gallagher & Co.
HPQ / HP Inc.
BKR / Baker Hughes Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CSGP / CoStar Group, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
XOM / Exxon Mobil Corporation
CTSH / Cognizant Technology Solutions Corporation
WDAY / Workday, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
EA / Electronic Arts Inc.
NDAQ / Nasdaq, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
DHR / Danaher Corporation
ES / Eversource Energy
TEL / TE Connectivity plc
GILD / Gilead Sciences, Inc.
MCK / McKesson Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ADBE / Adobe Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
PHYS / Sprott Physical Gold Trust
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
EW / Edwards Lifesciences Corporation
JHG / Janus Henderson Group plc
TT / Trane Technologies plc
BXP / Boston Properties, Inc.
PLD / Prologis, Inc.
MMM / 3M Company
IVV / iShares Trust - iShares Core S&P 500 ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IWV / iShares Trust - iShares Russell 3000 ETF
NOW / ServiceNow, Inc.
WMT / Walmart Inc.
STX / Seagate Technology Holdings plc
RSG / Republic Services, Inc.
PRU / Prudential Financial, Inc.
MRK / Merck & Co., Inc.
UBER / Uber Technologies, Inc.
EIC / Eagle Point Income Company Inc.
MU / Micron Technology, Inc.
MELI / MercadoLibre, Inc.
SRE / Sempra
FBTC / Fidelity Wise Origin Bitcoin Fund
ADSK / Autodesk, Inc.
CVX / Chevron Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
VICI / VICI Properties Inc.
WFC.PRL / Wells Fargo & Company - Preferred Stock
UNH / UnitedHealth Group Incorporated
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PSX / Phillips 66
XYL / Xylem Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TFC / Truist Financial Corporation
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IP / International Paper Company
BRK.B / Berkshire Hathaway Inc.
CMI / Cummins Inc.
OMC / Omnicom Group Inc.
HCA / HCA Healthcare, Inc.
COST / Costco Wholesale Corporation
BIDD / BlackRock ETF Trust - iShares International Dividend Active ETF
F / Ford Motor Company
FICO / Fair Isaac Corporation
GLW / Corning Incorporated
GS / The Goldman Sachs Group, Inc.
CTAS / Cintas Corporation
HTGC / Hercules Capital, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
NGG / National Grid plc - Depositary Receipt (Common Stock)
KO / The Coca-Cola Company
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CHTR / Charter Communications, Inc.
ETN / Eaton Corporation plc
HES / Hess Corporation
SPG / Simon Property Group, Inc.
RPRX / Royalty Pharma plc
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
HBAN / Huntington Bancshares Incorporated
WEC / WEC Energy Group, Inc.
TJX / The TJX Companies, Inc.
ANET / Arista Networks Inc
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
AME / AMETEK, Inc.
WMB / The Williams Companies, Inc.
C / Citigroup Inc.
CME / CME Group Inc.
COR / Cencora, Inc.
TASK / TaskUs, Inc.
GD / General Dynamics Corporation
VZ / Verizon Communications Inc.
MODG / Topgolf Callaway Brands Corp.
HDV / iShares Trust - iShares Core High Dividend ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IWM / iShares Trust - iShares Russell 2000 ETF
CASY / Casey's General Stores, Inc.
CTVA / Corteva, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
CHKP / Check Point Software Technologies Ltd.
AMZN / Amazon.com, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
KLAC / KLA Corporation
CVS / CVS Health Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
ISRG / Intuitive Surgical, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
AAPL / Apple Inc.
LMT / Lockheed Martin Corporation
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
O / Realty Income Corporation
MCD / McDonald's Corporation
COP / ConocoPhillips
PANW / Palo Alto Networks, Inc.
PG / The Procter & Gamble Company
IBB / iShares Trust - iShares Biotechnology ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
COO / The Cooper Companies, Inc.
LGFB / Lions Gate Entertainment Corp. - Class B
SLB / Schlumberger Limited
EPD / Enterprise Products Partners L.P. - Limited Partnership
AMCR / Amcor plc
GRND / Grindr Inc.
LYB / LyondellBasell Industries N.V.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
OKTA / Okta, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
EXR / Extra Space Storage Inc.
RITM / Rithm Capital Corp.
DFS / Discover Financial Services
AGNC / AGNC Investment Corp.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
TRGP / Targa Resources Corp.
OXY / Occidental Petroleum Corporation
CTRA / Coterra Energy Inc.
WAT / Waters Corporation
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
YUM / Yum! Brands, Inc.
MCHP / Microchip Technology Incorporated
58507N105 / MedTech Acquisition Corp/NY
T / AT&T Inc.
XEL / Xcel Energy Inc.
ZTS / Zoetis Inc.
LCID / Lucid Group, Inc.
TRST / TrustCo Bank Corp NY
COIN / Coinbase Global, Inc.
LION / Lionsgate Studios Corp.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
GLD / SPDR Gold Trust
BBCB / JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
KKR / KKR & Co. Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
AMD / Advanced Micro Devices, Inc.
FRA / BlackRock Floating Rate Income Strategies Fund, Inc.
NVDA / NVIDIA Corporation
CVNA / Carvana Co.
BGT / BlackRock Floating Rate Income Trust
APO / Apollo Global Management, Inc.
ULTA / Ulta Beauty, Inc.
ADT / ADT Inc.
NRG / NRG Energy, Inc.
SHOP / Shopify Inc.
MSTR / Strategy Inc
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
IBIT / iShares Bitcoin Trust ETF
SO / The Southern Company
V / Visa Inc.
PODD / Insulet Corporation
NSC / Norfolk Southern Corporation
CMCSA / Comcast Corporation
CRM / Salesforce, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
AMP / Ameriprise Financial, Inc.
NU / Nu Holdings Ltd.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
WBD / Warner Bros. Discovery, Inc.
TMO / Thermo Fisher Scientific Inc.
CDNS / Cadence Design Systems, Inc.
COF / Capital One Financial Corporation
NOC / Northrop Grumman Corporation
SYK / Stryker Corporation
HD / The Home Depot, Inc.
WM / Waste Management, Inc.
HOLX / Hologic, Inc.
PLTR / Palantir Technologies Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
NMFC / New Mountain Finance Corporation
TSLA / Tesla, Inc.
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
NTRS / Northern Trust Corporation
NYT / The New York Times Company
AVGO / Broadcom Inc.
WRB / W. R. Berkley Corporation
PMN / ProMIS Neurosciences, Inc.
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
ORLY / O'Reilly Automotive, Inc.
OHI / Omega Healthcare Investors, Inc.
CBOE / Cboe Global Markets, Inc.
DGX / Quest Diagnostics Incorporated
TPR / Tapestry, Inc.
DASH / DoorDash, Inc.
RJF / Raymond James Financial, Inc.
FETH / Fidelity Ethereum Fund
J / Jacobs Solutions Inc.
LNT / Alliant Energy Corporation
SPOT / Spotify Technology S.A.
UGI / UGI Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
IGOV / iShares Trust - iShares International Treasury Bond ETF
GPIX / Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Premium Income ETF
CHMG / Chemung Financial Corporation
SGRY / Surgery Partners, Inc.
AXP / American Express Company