Market Value1,986,346,632
Total Holdings491
File Date2024-08-13
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)
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
MMM / 3M Company
ZTS / Zoetis Inc.
OMF / OneMain Holdings, Inc.
RTX / RTX Corporation
ED / Consolidated Edison, Inc.
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
AFL / Aflac Incorporated
MCO / Moody's Corporation
AAPL / Apple Inc.
INMD / InMode Ltd.
WEC / WEC Energy Group, Inc.
PWR / Quanta Services, Inc.
MKC / McCormick & Company, Incorporated
CUE / Cue Biopharma, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
IEV / iShares Trust - iShares Europe ETF
AMZN / Amazon.com, Inc.
NVDA / NVIDIA Corporation
NKE / NIKE, Inc.
GSAT / Globalstar, Inc.
LVO / LiveOne, Inc.
NOW / ServiceNow, Inc.
SBUX / Starbucks Corporation
EWC / iShares, Inc. - iShares MSCI Canada ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
PSA / Public Storage
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
IT / Gartner, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
BKNG / Booking Holdings Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
HRB / H&R Block, Inc.
IMTB / iShares Trust - iShares Core 5-10 Year USD Bond ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
IMXI / International Money Express, Inc.
C.WSA / Citigroup, Inc.
TEL / TE Connectivity plc
LOPE / Grand Canyon Education, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ORLY / O'Reilly Automotive, Inc.
SYY / Sysco Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CHTR / Charter Communications, Inc.
LIN / Linde plc
DPZ / Domino's Pizza, Inc.
CTAS / Cintas Corporation
MCK / McKesson Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
REGN / Regeneron Pharmaceuticals, Inc.
FTNT / Fortinet, Inc.
NG / NovaGold Resources Inc.
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
IBM / International Business Machines Corporation
SBR / Sabine Royalty Trust
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
DUK / Duke Energy Corporation
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
QCOM / QUALCOMM Incorporated
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IXN / iShares Trust - iShares Global Tech ETF
GOOGL / Alphabet Inc.
EG / Everest Group, Ltd.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
MO / Altria Group, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
INTC / Intel Corporation
GJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
MBB / iShares Trust - iShares MBS ETF
OEF / iShares Trust - iShares S&P 100 ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
BMY / Bristol-Myers Squibb Company
IBHG / iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF
DFS / Discover Financial Services
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GE / General Electric Company
AWK / American Water Works Company, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
ENVX / Enovix Corporation
BSJR / Invesco BulletShares 2027 High Yield Corporate Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SPGI / S&P Global Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
TROW / T. Rowe Price Group, Inc.
UUUU / Energy Fuels Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
UPS / United Parcel Service, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
MA / Mastercard Incorporated
DIA / SPDR Dow Jones Industrial Average ETF Trust
FCN / FTI Consulting, Inc.
ORCL / Oracle Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
EWU / iShares Trust - iShares MSCI United Kingdom ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
MCHP / Microchip Technology Incorporated
BE / Bloom Energy Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
PFE / Pfizer Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
CMCSA / Comcast Corporation
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
GSUS / Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
MRK / Merck & Co., Inc.
APD / Air Products and Chemicals, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ADBE / Adobe Inc.
DYAI / Dyadic International, Inc.
LSTR / Landstar System, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
GS / The Goldman Sachs Group, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SU / Suncor Energy Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
KO / The Coca-Cola Company
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
SPY / SPDR S&P 500 ETF Put
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
ANIX / Anixa Biosciences, Inc.
XOM / Exxon Mobil Corporation
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
URI / United Rentals, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
LMT / Lockheed Martin Corporation
CALB / California BanCorp
CTSH / Cognizant Technology Solutions Corporation
T / AT&T Inc.
V / Visa Inc.
GOOG / Alphabet Inc.
TMO / Thermo Fisher Scientific Inc.
AMGN / Amgen Inc.
ELV / Elevance Health, Inc.
CVX / Chevron Corporation
C / Citigroup Inc.
HLT / Hilton Worldwide Holdings Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ROK / Rockwell Automation, Inc.
META / Meta Platforms, Inc.
PSX / Phillips 66
PM / Philip Morris International Inc.
PANW / Palo Alto Networks, Inc.
IAU / iShares Gold Trust
ETN / Eaton Corporation plc
SPG / Simon Property Group, Inc.
PPG / PPG Industries, Inc.
IXC / iShares Trust - iShares Global Energy ETF
TWLO / Twilio Inc.
TWLO / Twilio Inc. Put
TRV / The Travelers Companies, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
NMRK / Newmark Group, Inc.
NFLX / Netflix, Inc.
SHOP / Shopify Inc.
BA / The Boeing Company
DHR / Danaher Corporation
COP / ConocoPhillips
HON / Honeywell International Inc.
EMR / Emerson Electric Co.
UNP / Union Pacific Corporation
CMG / Chipotle Mexican Grill, Inc.
CB / Chubb Limited
LOW / Lowe's Companies, Inc.
ISRG / Intuitive Surgical, Inc.
MCD / McDonald's Corporation
GILD / Gilead Sciences, Inc.
COIN / Coinbase Global, Inc.
GD / General Dynamics Corporation
NEE / NextEra Energy, Inc.
MSFT / Microsoft Corporation
GLD / SPDR Gold Trust
RC / Ready Capital Corporation
FCX / Freeport-McMoRan Inc.
SLV / iShares Silver Trust
KMI / Kinder Morgan, Inc.
BGC / BGC Group, Inc.
SHW / The Sherwin-Williams Company
VUG / Vanguard Index Funds - Vanguard Growth ETF
ROST / Ross Stores, Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
EPD / Enterprise Products Partners L.P. - Limited Partnership
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
STZ / Constellation Brands, Inc.
SLB / Schlumberger Limited
SMCI / Super Micro Computer, Inc.
KNX / Knight-Swift Transportation Holdings Inc.
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
STWD / Starwood Property Trust, Inc.
FINX / Global X Funds - Global X FinTech ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
ROP / Roper Technologies, Inc.
WPC / W. P. Carey Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
AVDE / American Century ETF Trust - Avantis International Equity ETF
RMAX / RE/MAX Holdings, Inc.
IXP / iShares Trust - iShares Global Comm Services ETF
AMAT / Applied Materials, Inc.
ALB / Albemarle Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TD / The Toronto-Dominion Bank
RY / Royal Bank of Canada
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
ACGL / Arch Capital Group Ltd.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
WY / Weyerhaeuser Company
ANET / Arista Networks Inc
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
HAL / Halliburton Company
EZGO / EZGO Technologies Ltd.
ALLE / Allegion plc
GEHC / GE HealthCare Technologies Inc.
FANG / Diamondback Energy, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ILMN / Illumina, Inc.
AXP / American Express Company
PCAR / PACCAR Inc
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
KAI / Kadant Inc.
CE / Celanese Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
AYI / Acuity Inc.
ETWO / E2open Parent Holdings, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
CARR / Carrier Global Corporation
MLM / Martin Marietta Materials, Inc.
GGG / Graco Inc.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
LULU / lululemon athletica inc.
GIS / General Mills, Inc.
CRVL / CorVel Corporation
LAAC / Lithium Argentina AG
STNC / Hennessy Funds Trust - Hennessy Sustainable ETF
SSD / Simpson Manufacturing Co., Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
UFPI / UFP Industries, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
INTU / Intuit Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
TTC / The Toro Company
NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
ESS / Essex Property Trust, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF Call
FBTC / Fidelity Wise Origin Bitcoin Fund
TEAD / Teads Holding Co.
TCHP / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
GNMA / iShares Trust - iShares GNMA Bond ETF
MSTR / Strategy Inc
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IMCR / Immunocore Holdings plc - Depositary Receipt (Common Stock)
PG / The Procter & Gamble Company
SRE / Sempra
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
PRI / Primerica, Inc.
TER / Teradyne, Inc.
MODG / Topgolf Callaway Brands Corp.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
IWB / iShares Trust - iShares Russell 1000 ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
CTVA / Corteva, Inc.
LRCX / Lam Research Corporation
DRLL / EA Series Trust - Strive U.S. Energy ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
IBIF / iShares Trust - iShares iBonds Oct 2029 Term TIPS ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
VAW / Vanguard World Fund - Vanguard Materials ETF
SATS / EchoStar Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
FDX / FedEx Corporation
NXPI / NXP Semiconductors N.V.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
EL / The Estée Lauder Companies Inc.
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
IYE / iShares Trust - iShares U.S. Energy ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
PFG / Principal Financial Group, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
KGRN / KraneShares Trust - KraneShares MSCI China Clean Technology Index ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
AZEK / The AZEK Company Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
EWA / iShares, Inc. - iShares MSCI Australia ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
IWN / iShares Trust - iShares Russell 2000 Value ETF
HDSN / Hudson Technologies, Inc.
AZO / AutoZone, Inc.
QS / QuantumScape Corporation
EWJ / iShares, Inc. - iShares MSCI Japan ETF
JPM / JPMorgan Chase & Co.
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
BRK.A / Berkshire Hathaway Inc.
BAC / Bank of America Corporation
OKE / ONEOK, Inc.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
COPX / Global X Funds - Global X Copper Miners ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
DE / Deere & Company
DDOG / Datadog, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
MAR / Marriott International, Inc.
SCHW / The Charles Schwab Corporation
MMC / Marsh & McLennan Companies, Inc.
VTR / Ventas, Inc.
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
XYZ / Block, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
TGT / Target Corporation
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
MDY / SPDR S&P MidCap 400 ETF Trust
MU / Micron Technology, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
VZ / Verizon Communications Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IBB / iShares Trust - iShares Biotechnology ETF
PH / Parker-Hannifin Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
MDLZ / Mondelez International, Inc.
BX / Blackstone Inc.
UBER / Uber Technologies, Inc.
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
MSCI / MSCI Inc.
TSLA / Tesla, Inc.
CAT / Caterpillar Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
MFC / Manulife Financial Corporation
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
FI / Fiserv, Inc.
SO / The Southern Company
DIS / The Walt Disney Company
DOC / Healthpeak Properties, Inc.
CVS / CVS Health Corporation
AMD / Advanced Micro Devices, Inc.
HSY / The Hershey Company
UL / Unilever PLC - Depositary Receipt (Common Stock)
ODFL / Old Dominion Freight Line, Inc.
EME / EMCOR Group, Inc.
WFC / Wells Fargo & Company
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NEM / Newmont Corporation
MPLX / MPLX LP - Limited Partnership
ACN / Accenture plc
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
GOLF / Acushnet Holdings Corp.
USB / U.S. Bancorp
GWH / ESS Tech, Inc.
WMT / Walmart Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
APP / AppLovin Corporation
DVY / iShares Trust - iShares Select Dividend ETF
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
ADP / Automatic Data Processing, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
GCOR / Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DBJP / DBX ETF Trust - Xtrackers MSCI Japan Hedged Equity ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
LHX / L3Harris Technologies, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
FMAT / Fidelity Covington Trust - Fidelity MSCI Materials Index ETF
URTH / iShares, Inc. - iShares MSCI World ETF
TSLX / Sixth Street Specialty Lending, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
FAST / Fastenal Company
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
JNJ / Johnson & Johnson
EFXT / Enerflex Ltd.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
MUB / iShares Trust - iShares National Muni Bond ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
DNB / Dun & Bradstreet Holdings, Inc.
ICVT / iShares Trust - iShares Convertible Bond ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
GRMN / Garmin Ltd.
IFN / The India Fund, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
IBIT / iShares Bitcoin Trust ETF
IBHH / iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF
ITW / Illinois Tool Works Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
FDS / FactSet Research Systems Inc.
QQQ / Invesco QQQ Trust, Series 1
CSCO / Cisco Systems, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
CRWD / CrowdStrike Holdings, Inc.
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
COST / Costco Wholesale Corporation
CHD / Church & Dwight Co., Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
ECL / Ecolab Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
CRM / Salesforce, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
WM / Waste Management, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
LMNR / Limoneira Company
ATAI / Atai Life Sciences N.V.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ABT / Abbott Laboratories
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
LLY / Eli Lilly and Company
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
MS / Morgan Stanley
TXN / Texas Instruments Incorporated
EPR / EPR Properties
ADPT / Adaptive Biotechnologies Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ABBV / AbbVie Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
UNH / UnitedHealth Group Incorporated
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
FNF / Fidelity National Financial, Inc.
FLEX / Flex Ltd.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
MDB / MongoDB, Inc.
SPY / SPDR S&P 500 ETF
EW / Edwards Lifesciences Corporation
CSX / CSX Corporation
BRK.B / Berkshire Hathaway Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
BBH / VanEck ETF Trust - VanEck Biotech ETF
IYF / iShares Trust - iShares U.S. Financials ETF
TJX / The TJX Companies, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IWV / iShares Trust - iShares Russell 3000 ETF
F / Ford Motor Company
SPY / SPDR S&P 500 ETF Call
IWM / iShares Trust - iShares Russell 2000 ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VRSK / Verisk Analytics, Inc.
PII / Polaris Inc.
AVGO / Broadcom Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
KKR / KKR & Co. Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
MDT / Medtronic plc
SQQQ / ProShares Trust - ProShares UltraPro Short QQQ Call
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
NSC / Norfolk Southern Corporation
PEP / PepsiCo, Inc.
GENI / Genius Sports Limited
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
HD / The Home Depot, Inc.
APH / Amphenol Corporation
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VLTO / Veralto Corporation
PGR / The Progressive Corporation
MANH / Manhattan Associates, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
WTS / Watts Water Technologies, Inc.