Market Value972,466,601
Total Holdings456
File Date2025-05-08
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)
AZO / AutoZone, Inc.
GPC / Genuine Parts Company
SNPS / Synopsys, Inc.
BOW / Bowhead Specialty Holdings Inc.
D / Dominion Energy, Inc.
UNP / Union Pacific Corporation
PM / Philip Morris International Inc.
CBOE / Cboe Global Markets, Inc.
FDS / FactSet Research Systems Inc.
FDX / FedEx Corporation
PYPL / PayPal Holdings, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
CSCO / Cisco Systems, Inc.
EME / EMCOR Group, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
MDLZ / Mondelez International, Inc.
PTIN / Pacer Funds Trust - Pacer Trendpilot International ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
VHT / Vanguard World Fund - Vanguard Health Care ETF
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
PNC / The PNC Financial Services Group, Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
BSCY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF
BX / Blackstone Inc.
BMY / Bristol-Myers Squibb Company
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
PANW / Palo Alto Networks, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
AMP / Ameriprise Financial, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
BSMV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
CRM / Salesforce, Inc.
IWL / iShares Trust - iShares Russell Top 200 ETF
BLK / BlackRock, Inc.
SPOT / Spotify Technology S.A.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
XT / iShares Trust - iShares Exponential Technologies ETF
WM / Waste Management, Inc.
CTRA / Coterra Energy Inc.
TJX / The TJX Companies, Inc.
MTZ / MasTec, Inc.
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
META / Meta Platforms, Inc.
CVS / CVS Health Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
HEIA / Heico Corp. - Class A
GLD / SPDR Gold Trust
GEHC / GE HealthCare Technologies Inc.
WFC / Wells Fargo & Company
TXN / Texas Instruments Incorporated
TMO / Thermo Fisher Scientific Inc.
BR / Broadridge Financial Solutions, Inc.
BCX / Blackrock Resources & Commodities Strategy Trust
TGT / Target Corporation
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
KKR / KKR & Co. Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
NOC / Northrop Grumman Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
APP / AppLovin Corporation
PBA / Pembina Pipeline Corporation
JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
MSD / Morgan Stanley Emerging Markets Debt Fund, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
ICE / Intercontinental Exchange, Inc.
AMAT / Applied Materials, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ACN / Accenture plc
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
MBB / iShares Trust - iShares MBS ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
INTC / Intel Corporation
HIG / The Hartford Insurance Group, Inc.
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
MMC / Marsh & McLennan Companies, Inc.
HGER / Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF
LPLA / LPL Financial Holdings Inc.
T / AT&T Inc.
LOW / Lowe's Companies, Inc.
QDEF / FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
BGT / BlackRock Floating Rate Income Trust
AMGN / Amgen Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
GD / General Dynamics Corporation
SLF / Sun Life Financial Inc.
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund
PEP / PepsiCo, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
BSX / Boston Scientific Corporation
LLY / Eli Lilly and Company
HWM / Howmet Aerospace Inc.
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BIIB / Biogen Inc.
KMB / Kimberly-Clark Corporation
MLPA / Global X Funds - Global X MLP ETF
WTRG / Essential Utilities, Inc.
SWK / Stanley Black & Decker, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
GEV / GE Vernova Inc.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
SCHW / The Charles Schwab Corporation
F / Ford Motor Company
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BDX / Becton, Dickinson and Company
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
BRK.B / Berkshire Hathaway Inc.
MU / Micron Technology, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
TMUS / T-Mobile US, Inc.
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
CL / Colgate-Palmolive Company
FI / Fiserv, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
RSG / Republic Services, Inc.
ITW / Illinois Tool Works Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
XOM / Exxon Mobil Corporation
LIN / Linde plc
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IWV / iShares Trust - iShares Russell 3000 ETF
BSMY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Municipal Bond ETF
ALSN / Allison Transmission Holdings, Inc.
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
ENB / Enbridge Inc.
MA / Mastercard Incorporated
BA / The Boeing Company
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
COP / ConocoPhillips
MDT / Medtronic plc
LRCX / Lam Research Corporation
NXPI / NXP Semiconductors N.V.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
RTX / RTX Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
SPY / SPDR S&P 500 ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
RECS / Columbia ETF Trust I - Columbia Research Enhanced Core ETF
ADP / Automatic Data Processing, Inc.
BSJU / Invesco BulletShares 2030 High Yield Corporate Bond ETF
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
MTB / M&T Bank Corporation
TT / Trane Technologies plc
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ADBE / Adobe Inc.
PFE / Pfizer Inc.
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
HD / The Home Depot, Inc.
ROK / Rockwell Automation, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
GBTC / Grayscale Bitcoin Trust (BTC)
ETHE / Grayscale Ethereum Trust
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
BSJV / Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
C / Citigroup Inc.
MPW / Medical Properties Trust, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
EMR / Emerson Electric Co.
CMI / Cummins Inc.
MMM / 3M Company
NVDA / NVIDIA Corporation
IAU / iShares Gold Trust
AMZN / Amazon.com, Inc.
FCX / Freeport-McMoRan Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ON / ON Semiconductor Corporation
WBA / Walgreens Boots Alliance, Inc.
PLTR / Palantir Technologies Inc.
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
HES / Hess Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
SUN / Sunoco LP - Limited Partnership
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
LNG / Cheniere Energy, Inc.
CLX / The Clorox Company
ADI / Analog Devices, Inc.
NSC / Norfolk Southern Corporation
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
KR / The Kroger Co.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
PTMC / Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
SPGI / S&P Global Inc.
HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
ET / Energy Transfer LP - Limited Partnership
CAT / Caterpillar Inc.
SW / Smurfit Westrock Plc
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SLV / iShares Silver Trust
V / Visa Inc.
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
UNH / UnitedHealth Group Incorporated
MCD / McDonald's Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
LMT / Lockheed Martin Corporation
AMD / Advanced Micro Devices, Inc.
PG / The Procter & Gamble Company
SNY / Sanofi - Depositary Receipt (Common Stock)
EPD / Enterprise Products Partners L.P. - Limited Partnership
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
NOW / ServiceNow, Inc.
GOOG / Alphabet Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
HON / Honeywell International Inc.
HLT / Hilton Worldwide Holdings Inc.
OGE / OGE Energy Corp.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
STT / State Street Corporation
MAA / Mid-America Apartment Communities, Inc.
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
XYZ / Block, Inc.
SUM / Summit Materials, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
HUBB / Hubbell Incorporated
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
UEC / Uranium Energy Corp.
AEP / American Electric Power Company, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
DECK / Deckers Outdoor Corporation
MAR / Marriott International, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
IDMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
RKLB / Rocket Lab Corporation
ALB / Albemarle Corporation
SEIM / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
IONQ / IonQ, Inc.
HSCZ / iShares Trust - iShares Currency Hedged MSCI EAFE Small-Cap ETF
EL / The Estée Lauder Companies Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
MSI / Motorola Solutions, Inc.
FTNT / Fortinet, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
HEI / HEICO Corporation
AB / AllianceBernstein Holding L.P. - Limited Partnership
IGF / iShares Trust - iShares Global Infrastructure ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DUK / Duke Energy Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
AXSM / Axsome Therapeutics, Inc.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
ETN / Eaton Corporation plc
PGR / The Progressive Corporation
CGDV / Capital Group Dividend Value ETF
JPM / JPMorgan Chase & Co.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
INTU / Intuit Inc.
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
NEM / Newmont Corporation
MO / Altria Group, Inc.
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
DELL / Dell Technologies Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
GOOGL / Alphabet Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
TPL / Texas Pacific Land Corporation
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
DVN / Devon Energy Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VRT / Vertiv Holdings Co
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
OKE / ONEOK, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
APO / Apollo Global Management, Inc.
QQQ / Invesco QQQ Trust, Series 1
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
CMCSA / Comcast Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DHR / Danaher Corporation
COST / Costco Wholesale Corporation
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MRK / Merck & Co., Inc.
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
GSG / iShares S&P GSCI Commodity-Indexed Trust
PLD / Prologis, Inc.
BIDD / BlackRock ETF Trust - iShares International Dividend Active ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
GS / The Goldman Sachs Group, Inc.
GILD / Gilead Sciences, Inc.
TEL / TE Connectivity plc
NTR / Nutrien Ltd.
SPSK / Tidal Trust I - SP Funds Dow Jones Global Sukuk ETF
ISRG / Intuitive Surgical, Inc.
ES / Eversource Energy
IVW / iShares Trust - iShares S&P 500 Growth ETF
VZ / Verizon Communications Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
IWB / iShares Trust - iShares Russell 1000 ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
COF / Capital One Financial Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
STZ / Constellation Brands, Inc.
NFLX / Netflix, Inc.
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
CB / Chubb Limited
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ORCL / Oracle Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
FFLC / Fidelity Covington Trust - Fidelity Fundamental Large Cap Core ETF
SO / The Southern Company
JPLD / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF
SWTX / SpringWorks Therapeutics, Inc.
POWA / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Bloomberg Pricing Power ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
KO / The Coca-Cola Company
DOCU / DocuSign, Inc.
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
AXP / American Express Company
OHI / Omega Healthcare Investors, Inc.
CLOI / VanEck ETF Trust - VanEck CLO ETF
CARR / Carrier Global Corporation
DIS / The Walt Disney Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
JNJ / Johnson & Johnson
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MP / MP Materials Corp.
EOG / EOG Resources, Inc.
BSJS / Invesco BulletShares 2028 High Yield Corporate Bond ETF
IBM / International Business Machines Corporation
DVY / iShares Trust - iShares Select Dividend ETF
FSK / FS KKR Capital Corp.
QCOM / QUALCOMM Incorporated
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SHW / The Sherwin-Williams Company
BAC / Bank of America Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
JCI / Johnson Controls International plc
CME / CME Group Inc.
NEE / NextEra Energy, Inc.
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
SFM / Sprouts Farmers Market, Inc.
ALGN / Align Technology, Inc.
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
ANET / Arista Networks Inc
ENVX / Enovix Corporation
ORLY / O'Reilly Automotive, Inc.
AQST / Aquestive Therapeutics, Inc.
UPS / United Parcel Service, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
O / Realty Income Corporation
RIVN / Rivian Automotive, Inc.
DE / Deere & Company
CRWD / CrowdStrike Holdings, Inc.
SHOP / Shopify Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
QXO / QXO, Inc.
EQT / EQT Corporation
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
FXI / iShares Trust - iShares China Large-Cap ETF
KLAC / KLA Corporation
MRVL / Marvell Technology, Inc.
ACHR / Archer Aviation Inc.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
AAPL / Apple Inc.
EWL / iShares, Inc. - iShares MSCI Switzerland ETF
STOT / SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
DNP / DNP Select Income Fund Inc.
VRTX / Vertex Pharmaceuticals Incorporated
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
CI / The Cigna Group
TRV / The Travelers Companies, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
BSJT / Invesco BulletShares 2029 High Yield Corporate Bond ETF
NVR / NVR, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
GE / General Electric Company
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
CEG / Constellation Energy Corporation
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
EWG / iShares, Inc. - iShares MSCI Germany ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
ARCC / Ares Capital Corporation
ABBV / AbbVie Inc.
KHC / The Kraft Heinz Company
PEG / Public Service Enterprise Group Incorporated
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
UBER / Uber Technologies, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
CTAS / Cintas Corporation
CVX / Chevron Corporation
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
PH / Parker-Hannifin Corporation
XYL / Xylem Inc.
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
WMT / Walmart Inc.
BXMX / Nuveen S&P 500 Buy-Write Income Fund
PSX / Phillips 66
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
SYK / Stryker Corporation
AVGO / Broadcom Inc.
TSSI / TSS, Inc.
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
FLEX / Flex Ltd.
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
MSFT / Microsoft Corporation
MCO / Moody's Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
UTES / ETFis Series Trust I - Virtus Reaves Utilities ETF
BSJW / Invesco BulletShares 2032 High Yield Corporate Bond ETF
TSLA / Tesla, Inc.