Market Value638,665,324
Total Holdings696
File Date2025-04-15
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)
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
OGN / Organon & Co.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
TFC / Truist Financial Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
TWLO / Twilio Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
NXRT / NexPoint Residential Trust, Inc.
TTEK / Tetra Tech, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
FND / Floor & Decor Holdings, Inc.
MMT / MFS Multimarket Income Trust
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AVAV / AeroVironment, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
GTX / Garrett Motion Inc.
HRB / H&R Block, Inc.
CLNE / Clean Energy Fuels Corp.
OVV / Ovintiv Inc.
VRT / Vertiv Holdings Co
TOL / Toll Brothers, Inc.
TOST / Toast, Inc.
ICLO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco AAA CLO Floating Rate Note ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
RITM / Rithm Capital Corp.
APP / AppLovin Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
PAAA / PGIM ETF Trust - PGIM AAA CLO ETF
IXP / iShares Trust - iShares Global Comm Services ETF
IDV / iShares Trust - iShares International Select Dividend ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
AEO / American Eagle Outfitters, Inc.
DFS / Discover Financial Services
CNS / Cohen & Steers, Inc.
CCOI / Cogent Communications Holdings, Inc.
GPN / Global Payments Inc.
GGG / Graco Inc.
AGI / Alamos Gold Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BRK.B / Berkshire Hathaway Inc.
RF / Regions Financial Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
JWN / Nordstrom, Inc.
ROK / Rockwell Automation, Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
DHR / Danaher Corporation
TRI / Thomson Reuters Corporation
CVS / CVS Health Corporation
GOLD / Barrick Mining Corporation
USCI / United States Commodity Index Funds Trust - United States Commodity Index Fund
CMI / Cummins Inc.
T / AT&T Inc.
LNC / Lincoln National Corporation
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
PINS / Pinterest, Inc.
BRCC / BRC Inc.
STX / Seagate Technology Holdings plc
KNO / Investment Managers Series Trust II - AXS Knowledge Leaders ETF
ENTG / Entegris, Inc.
UNM / Unum Group
REZI / Resideo Technologies, Inc.
SHW / The Sherwin-Williams Company
SHEL / Shell plc - Depositary Receipt (Common Stock)
EPIX / ESSA Pharma Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
WM / Waste Management, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
BEPI / Brookfield BRP Holdings (Canada) Inc. - Corporate Bond/Note
UAA / Under Armour, Inc.
UBER / Uber Technologies, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
EWA / iShares, Inc. - iShares MSCI Australia ETF
SYK / Stryker Corporation
FNF / Fidelity National Financial, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
NI / NiSource Inc.
FDUS / Fidus Investment Corporation
AZO / AutoZone, Inc.
PSLV / Sprott Physical Silver Trust
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
LIN / Linde plc
VZ / Verizon Communications Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
KBA / KraneShares Trust - KraneShares Bosera MSCI China A 50 Connect Index ETF
SCHW / The Charles Schwab Corporation
ROST / Ross Stores, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
GLW / Corning Incorporated
HSIC / Henry Schein, Inc.
IAU / iShares Gold Trust
DIA / SPDR Dow Jones Industrial Average ETF Trust
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ETN / Eaton Corporation plc
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
EOG / EOG Resources, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
EVSB / Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AMP / Ameriprise Financial, Inc.
BKNG / Booking Holdings Inc.
BRK.A / Berkshire Hathaway Inc.
KMB / Kimberly-Clark Corporation
ICLN / iShares Trust - iShares Global Clean Energy ETF
ARCC / Ares Capital Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CC / The Chemours Company
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SO / The Southern Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
C / Citigroup Inc.
WPC / W. P. Carey Inc.
SIRI / Sirius XM Holdings Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
IOO / iShares Trust - iShares Global 100 ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
MCK / McKesson Corporation
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
CVX / Chevron Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
ZBRA / Zebra Technologies Corporation
CTVA / Corteva, Inc.
BSX / Boston Scientific Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
ARES / Ares Management Corporation
TXN / Texas Instruments Incorporated
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
PH / Parker-Hannifin Corporation
CHD / Church & Dwight Co., Inc.
SHOP / Shopify Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
DE / Deere & Company
LULU / lululemon athletica inc.
IQV / IQVIA Holdings Inc.
DOW / Dow Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
FANG / Diamondback Energy, Inc.
URI / United Rentals, Inc.
HON / Honeywell International Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
VST / Vistra Corp.
RACE / Ferrari N.V.
DKS / DICK'S Sporting Goods, Inc.
LRCX / Lam Research Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
DG / Dollar General Corporation
TFII / TFI International Inc.
VRTX / Vertex Pharmaceuticals Incorporated
GSK / GSK plc - Depositary Receipt (Common Stock)
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
KD / Kyndryl Holdings, Inc.
AMT / American Tower Corporation
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
CF / CF Industries Holdings, Inc.
CRK / Comstock Resources, Inc.
ISRG / Intuitive Surgical, Inc.
PM / Philip Morris International Inc.
EA / Electronic Arts Inc.
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
TDC / Teradata Corporation
NUE / Nucor Corporation
PDM / Piedmont Realty Trust, Inc.
EPAC / Enerpac Tool Group Corp.
IYG / iShares Trust - iShares U.S. Financial Services ETF
CRSP / CRISPR Therapeutics AG
WELL / Welltower Inc.
SCVL / Shoe Carnival, Inc.
AG / First Majestic Silver Corp.
TREX / Trex Company, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
NNN / NNN REIT, Inc.
BAH / Booz Allen Hamilton Holding Corporation
MGM / MGM Resorts International
SAVEQ / Spirit Airlines, Inc.
HYRM / DBX ETF Trust - Xtrackers Risk Managed USD High Yield Strategy ETF
MGNR / American Beacon Select Funds - American Beacon GLG Natural Resources ETF
EVLN / Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF
ONL / Orion Properties Inc.
FE / FirstEnergy Corp.
CDE / Coeur Mining, Inc.
ZIMV / ZimVie Inc.
CGV / Two Roads Shared Trust - Conductor Global Equity Value ETF
XPP / ProShares Trust - ProShares Ultra FTSE China 50
UMH / UMH Properties, Inc.
PFG / Principal Financial Group, Inc.
SRE / Sempra
NG / NovaGold Resources Inc.
MCR / MFS Charter Income Trust
DASH / DoorDash, Inc.
IMG / IAMGOLD Corporation
SII / Sprott Inc.
BLCN / Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
GDL / The GDL Fund
NXPI / NXP Semiconductors N.V.
MAT / Mattel, Inc.
STZ / Constellation Brands, Inc.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
CE / Celanese Corporation
MSI / Motorola Solutions, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
VYX / NCR Voyix Corporation
TSLA / Tesla, Inc.
PLTR / Palantir Technologies Inc.
HLNE / Hamilton Lane Incorporated
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SPPP / Sprott Physical Platinum and Palladium Trust
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
NSC / Norfolk Southern Corporation
AXP / American Express Company
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
GSM / Ferroglobe PLC
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
KXI / iShares Trust - iShares Global Consumer Staples ETF
BHF / Brighthouse Financial, Inc.
TMO / Thermo Fisher Scientific Inc.
CCJ / Cameco Corporation
AFK / VanEck ETF Trust - VanEck Africa Index ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ICF / iShares Trust - iShares Select U.S. REIT ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
AOS / A. O. Smith Corporation
PGJ / Invesco Exchange-Traded Fund Trust - Invesco Golden Dragon China ETF
PSX / Phillips 66
TT / Trane Technologies plc
PEP / PepsiCo, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
EMR / Emerson Electric Co.
TRV / The Travelers Companies, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
HAS / Hasbro, Inc.
MTRN / Materion Corporation
NCLH / Norwegian Cruise Line Holdings Ltd.
MODG / Topgolf Callaway Brands Corp.
EUAD / Spinnaker ETF Series - Select STOXX Europe Aerospace & Defense ETF
LDOS / Leidos Holdings, Inc.
TGT / Target Corporation
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
SLF N / Sun Life Financial Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IDXX / IDEXX Laboratories, Inc.
UFPI / UFP Industries, Inc.
FDX / FedEx Corporation
BCX / Blackrock Resources & Commodities Strategy Trust
BXMT / Blackstone Mortgage Trust, Inc.
D / Dominion Energy, Inc.
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
LMND / Lemonade, Inc.
GEHC / GE HealthCare Technologies Inc.
DD / DuPont de Nemours, Inc.
LLY / Eli Lilly and Company
CNYA / iShares Trust - iShares MSCI China A ETF
UNH / UnitedHealth Group Incorporated
JNJ / Johnson & Johnson
SYY / Sysco Corporation
NVDA / NVIDIA Corporation
DRI / Darden Restaurants, Inc.
PANW / Palo Alto Networks, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
BP / BP p.l.c. - Depositary Receipt (Common Stock)
COR / Cencora, Inc.
NKE / NIKE, Inc.
ALB / Albemarle Corporation
HL / Hecla Mining Company
BIB / ProShares Trust - ProShares Ultra Nasdaq Biotechnology
JOBY / Joby Aviation, Inc.
UPS / United Parcel Service, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
HPE / Hewlett Packard Enterprise Company
RY / Royal Bank of Canada
CCEP / Coca-Cola Europacific Partners PLC
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AMD / Advanced Micro Devices, Inc.
RTX / RTX Corporation
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
SAVA / Cassava Sciences, Inc.
V / Visa Inc.
KDEF / Exchange Listed Funds Trust - PLUS Korea Defense Industry Index ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
DELL / Dell Technologies Inc.
PRU / Prudential Financial, Inc.
MAG / MAG Silver Corp.
BR / Broadridge Financial Solutions, Inc.
VAC / Marriott Vacations Worldwide Corporation
BLK / BlackRock, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ZBH / Zimmer Biomet Holdings, Inc.
SEG / Seaport Entertainment Group Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
BTC / Grayscale Bitcoin Mini Trust
SXI / Standex International Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
NLOP / Net Lease Office Properties
MA / Mastercard Incorporated
WGHTQ / WW International, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
CCI / Crown Castle Inc.
KR / The Kroger Co.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
CMCSA / Comcast Corporation
CHRD / Chord Energy Corporation
EXC / Exelon Corporation
BAC.PRL / Bank of America Corporation - Preferred Stock
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
HWM / Howmet Aerospace Inc.
DXCM / DexCom, Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
AI / C3.ai, Inc.
MKC / McCormick & Company, Incorporated
XOM / Exxon Mobil Corporation
NEE / NextEra Energy, Inc.
FI / Fiserv, Inc.
IP / International Paper Company
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
RJF / Raymond James Financial, Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
PEG / Public Service Enterprise Group Incorporated
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
AMAT / Applied Materials, Inc.
ATO / Atmos Energy Corporation
CHKP / Check Point Software Technologies Ltd.
ALLY / Ally Financial Inc.
AMR / Alpha Metallurgical Resources, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
TXT / Textron Inc.
CBSH / Commerce Bancshares, Inc.
GIS / General Mills, Inc.
BA / The Boeing Company
BX / Blackstone Inc.
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
PAASF / Pan American Silver Corp. - Equity Right
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ECL / Ecolab Inc.
DUK / Duke Energy Corporation
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
NATL / NCR Atleos Corporation
GSST / Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Bond ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
RCL / Royal Caribbean Cruises Ltd.
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
IYJ / iShares Trust - iShares U.S. Industrials ETF
WSO / Watsco, Inc.
RXI CL / iShares Trust - iShares Global Consumer Discretionary ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
QRVO / Qorvo, Inc.
QCOM / QUALCOMM Incorporated
FRPT / Freshpet, Inc.
DAL / Delta Air Lines, Inc.
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
AGM / Federal Agricultural Mortgage Corporation
QQQ / Invesco QQQ Trust, Series 1
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
PENN / PENN Entertainment, Inc.
APO / Apollo Global Management, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
MPC / Marathon Petroleum Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
EQIX / Equinix, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BFB / Brown-Forman Corp. - Class B
TMUS / T-Mobile US, Inc.
VTRS / Viatris Inc.
SPGI / S&P Global Inc.
ULTA / Ulta Beauty, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
FXI / iShares Trust - iShares China Large-Cap ETF
BFS / Saul Centers, Inc.
RS / Reliance, Inc.
SBUX / Starbucks Corporation
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
J / Jacobs Solutions Inc.
ROP / Roper Technologies, Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
IYM / iShares Trust - iShares U.S. Basic Materials ETF
OXY / Occidental Petroleum Corporation
YUM / Yum! Brands, Inc.
ALSN / Allison Transmission Holdings, Inc.
PYZ / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Basic Materials Momentum ETF
NPO / Enpro Inc.
USB / U.S. Bancorp
PLD / Prologis, Inc.
WCN / Waste Connections, Inc.
GPC / Genuine Parts Company
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IDU / iShares Trust - iShares U.S. Utilities ETF
BCV / Bancroft Fund Ltd.
NFG / National Fuel Gas Company
IYH / iShares Trust - iShares U.S. Healthcare ETF
CME / CME Group Inc.
VERSX / Vanguard Emerging Markets Stock Index Fund
IWB / iShares Trust - iShares Russell 1000 ETF
FHN / First Horizon Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
ASIX / AdvanSix Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
LOB / Live Oak Bancshares, Inc.
SNA / Snap-on Incorporated
IVE / iShares Trust - iShares S&P 500 Value ETF
WMB / The Williams Companies, Inc.
AME / AMETEK, Inc.
ANET / Arista Networks Inc
CRM / Salesforce, Inc.
NEM / Newmont Corporation
PHM / PulteGroup, Inc.
AEM / Agnico Eagle Mines Limited
KO / The Coca-Cola Company
O / Realty Income Corporation
CI / The Cigna Group
UA / Under Armour, Inc.
ODFL / Old Dominion Freight Line, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
BWXT / BWX Technologies, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
MOV / Movado Group, Inc.
MDLZ / Mondelez International, Inc.
CMBS / iShares Trust - iShares CMBS ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
XONE / BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF
FLO / Flowers Foods, Inc.
PFI / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Financial Momentum ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
LMAT / LeMaitre Vascular, Inc.
ACN / Accenture plc
KLAC / KLA Corporation
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
EMBC / Embecta Corp.
FBNC / First Bancorp
PFE / Pfizer Inc.
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
XEL / Xcel Energy Inc.
EQT / EQT Corporation
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
EMN / Eastman Chemical Company
EXEL / Exelixis, Inc.
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
AU / AngloGold Ashanti plc
HCWC / Healthy Choice Wellness Corp.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
URA / Global X Funds - Global X Uranium ETF
FTNT / Fortinet, Inc.
WDFC / WD-40 Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IONS / Ionis Pharmaceuticals, Inc.
GOOGL / Alphabet Inc.
INTC / Intel Corporation
HCA / HCA Healthcare, Inc.
PHYS / Sprott Physical Gold Trust
MDY / SPDR S&P MidCap 400 ETF Trust
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
CCL / Carnival Corporation & plc
WING / Wingstop Inc.
EIX / Edison International
OTIS / Otis Worldwide Corporation
CRAI / CRA International, Inc.
IBM / International Business Machines Corporation
GLD / SPDR Gold Trust
BAC / Bank of America Corporation
KMI / Kinder Morgan, Inc.
SLDP / Solid Power, Inc.
RGLD / Royal Gold, Inc.
PYPL / PayPal Holdings, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
GM / General Motors Company
TSCO / Tractor Supply Company
CAT / Caterpillar Inc.
PGR / The Progressive Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
PIPR / Piper Sandler Companies
DEO / Diageo plc - Depositary Receipt (Common Stock)
ENSG / The Ensign Group, Inc.
IBIT / iShares Bitcoin Trust ETF
CEG / Constellation Energy Corporation
ITW / Illinois Tool Works Inc.
IEX / IDEX Corporation
FITB / Fifth Third Bancorp
JPM / JPMorgan Chase & Co.
CRWD / CrowdStrike Holdings, Inc.
ELV / Elevance Health, Inc.
ALL / The Allstate Corporation
CB / Chubb Limited
DUOL / Duolingo, Inc.
NOG / Northern Oil and Gas, Inc.
SPOT / Spotify Technology S.A.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
ASA / ASA Gold and Precious Metals Limited
DTE / DTE Energy Company
GOOG / Alphabet Inc.
LAZ / Lazard, Inc.
LRFC / Logan Ridge Finance Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
BMY / Bristol-Myers Squibb Company
AB / AllianceBernstein Holding L.P. - Limited Partnership
UNP / Union Pacific Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SKT / Tanger Inc.
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
ORCL / Oracle Corporation
COF / Capital One Financial Corporation
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TEL / TE Connectivity plc
RGA / Reinsurance Group of America, Incorporated
SAR / Saratoga Investment Corp.
ADBE / Adobe Inc.
SLB / Schlumberger Limited
SLQD CL / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
DIS / The Walt Disney Company
CAVA / CAVA Group, Inc.
LYV / Live Nation Entertainment, Inc.
SJM / The J. M. Smucker Company
VDE / Vanguard World Fund - Vanguard Energy ETF
INTU / Intuit Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
VMC / Vulcan Materials Company
MAA / Mid-America Apartment Communities, Inc.
COP / ConocoPhillips
META / Meta Platforms, Inc.
HHH / Howard Hughes Holdings Inc.
ALLE / Allegion plc
VPU / Vanguard World Fund - Vanguard Utilities ETF
WAB / Westinghouse Air Brake Technologies Corporation
MO / Altria Group, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
ADI / Analog Devices, Inc.
UAL / United Airlines Holdings, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
CSCO / Cisco Systems, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MNKD / MannKind Corporation
PJT / PJT Partners Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
NOC / Northrop Grumman Corporation
PLUG / Plug Power Inc.
CHEF / The Chefs' Warehouse, Inc.
MBB / iShares Trust - iShares MBS ETF
CARR / Carrier Global Corporation
CEF / Sprott Physical Gold and Silver Trust
PTON / Peloton Interactive, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
GE / General Electric Company
KRC / Kilroy Realty Corporation
MU / Micron Technology, Inc.
BK / The Bank of New York Mellon Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
AUSF / Global X Funds - Global X Adaptive U.S. Factor ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
VLTO / Veralto Corporation
NXST / Nexstar Media Group, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CL / Colgate-Palmolive Company
ZTS / Zoetis Inc.
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IFF / International Flavors & Fragrances Inc.
JCI / Johnson Controls International plc
MAR / Marriott International, Inc.
COST / Costco Wholesale Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
EFA / iShares Trust - iShares MSCI EAFE ETF
PNC / The PNC Financial Services Group, Inc.
PWR / Quanta Services, Inc.
NFLX / Netflix, Inc.
UNIT / Unity Group LLC
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
CINF / Cincinnati Financial Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
LOW / Lowe's Companies, Inc.
BDX / Becton, Dickinson and Company
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SLV / iShares Silver Trust
AAL / American Airlines Group Inc.
AMGN / Amgen Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SOLV / Solventum Corporation
WFC / Wells Fargo & Company
KNSL / Kinsale Capital Group, Inc.
CFG / Citizens Financial Group, Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
RIGL / Rigel Pharmaceuticals, Inc.
IGE / iShares Trust - iShares North American Natural Resources ETF
ABNB / Airbnb, Inc.
WEN / The Wendy's Company
MSFT / Microsoft Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
FTV / Fortive Corporation
DDOG / Datadog, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
RSPC / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Communication Services ETF
GEV / GE Vernova Inc.
ABT / Abbott Laboratories
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ONOF / Global X Funds - Global X Adaptive U.S. Risk Management ETF
LEA / Lear Corporation
RIVN / Rivian Automotive, Inc.
AIZ / Assurant, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
MMC / Marsh & McLennan Companies, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DXPE / DXP Enterprises, Inc.
MS / Morgan Stanley
AEP / American Electric Power Company, Inc.
LHX / L3Harris Technologies, Inc.
PNFP / Pinnacle Financial Partners, Inc.
MDT / Medtronic plc
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
TTWO / Take-Two Interactive Software, Inc.
ALV / Autoliv, Inc.
APH / Amphenol Corporation
ABBV / AbbVie Inc.
PNR / Pentair plc
WBD / Warner Bros. Discovery, Inc.
TDG / TransDigm Group Incorporated
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VNT / Vontier Corporation
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
MET / MetLife, Inc.
ETR / Entergy Corporation
DOV / Dover Corporation
ORLY / O'Reilly Automotive, Inc.
NVT / nVent Electric plc
HD / The Home Depot, Inc.
TOWN / TowneBank
EWD / iShares, Inc. - iShares MSCI Sweden ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
UTG / Reaves Utility Income Fund
LMT / Lockheed Martin Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ICE / Intercontinental Exchange, Inc.
LITE / Lumentum Holdings Inc.
AJG / Arthur J. Gallagher & Co.
PPG / PPG Industries, Inc.
SPY / SPDR S&P 500 ETF
PRK / Park National Corporation
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
ADP / Automatic Data Processing, Inc.
OLED / Universal Display Corporation
ENB / Enbridge Inc.
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
CHTR / Charter Communications, Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
QDEF / FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GILD / Gilead Sciences, Inc.
CTAS / Cintas Corporation
ALC / Alcon Inc.
AMZN / Amazon.com, Inc.
HSY / The Hershey Company
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
YUMC / Yum China Holdings, Inc.
MRK / Merck & Co., Inc.
EW / Edwards Lifesciences Corporation
NDAQ / Nasdaq, Inc.
F / Ford Motor Company
APD / Air Products and Chemicals, Inc.
EHC / Encompass Health Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
WPM / Wheaton Precious Metals Corp.
MMM / 3M Company
FCX / Freeport-McMoRan Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
RSG / Republic Services, Inc.
SBAC / SBA Communications Corporation
GD / General Dynamics Corporation
IBIB / iShares Trust - iShares iBonds Oct 2025 Term TIPS ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
MELI / MercadoLibre, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
HPQ / HP Inc.
ANSS / ANSYS, Inc.
NOW / ServiceNow, Inc.
PG / The Procter & Gamble Company
MDB / MongoDB, Inc.
AAPL / Apple Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
AVGO / Broadcom Inc.
FNV / Franco-Nevada Corporation
IPAR / Interparfums, Inc.
MCD / McDonald's Corporation
SSB / SouthState Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
VIAV / Viavi Solutions Inc.
ILCG / iShares Trust - iShares Morningstar Growth ETF
HIG / The Hartford Insurance Group, Inc.
SMG / The Scotts Miracle-Gro Company
ESPR / Esperion Therapeutics, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
IWX / iShares Trust - iShares Russell Top 200 Value ETF
ILMN / Illumina, Inc.
TJX / The TJX Companies, Inc.
EPOL / iShares Trust - iShares MSCI Poland ETF
BIPC / Brookfield Infrastructure Corporation
VLO / Valero Energy Corporation
WMT / Walmart Inc.
TTD / The Trade Desk, Inc.
SNPS / Synopsys, Inc.
FSLR / First Solar, Inc.