Market Value1,368,562,121
Total Holdings473
File Date2025-02-07
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)
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
CTAS / Cintas Corporation
BLK / BlackRock, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
HLT / Hilton Worldwide Holdings Inc.
VOTE / TCW ETF Trust - TCW Transform 500 ETF
NI / NiSource Inc.
ORLY / O'Reilly Automotive, Inc.
WMT / Walmart Inc.
CAH / Cardinal Health, Inc.
GOOGL / Alphabet Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
WDAY / Workday, Inc.
CVX / Chevron Corporation
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
HSCZ / iShares Trust - iShares Currency Hedged MSCI EAFE Small-Cap ETF
ED / Consolidated Edison, Inc.
RTX / RTX Corporation
MKC / McCormick & Company, Incorporated
IDXX / IDEXX Laboratories, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
GBCI / Glacier Bancorp, Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
TMO / Thermo Fisher Scientific Inc.
CINF / Cincinnati Financial Corporation
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
IGE / iShares Trust - iShares North American Natural Resources ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
BX / Blackstone Inc.
INTF / iShares Trust - iShares International Equity Factor ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
MSCI / MSCI Inc.
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MSFT / Microsoft Corporation
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
DD / DuPont de Nemours, Inc.
EQIX / Equinix, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
FITB / Fifth Third Bancorp
FBTC / Fidelity Wise Origin Bitcoin Fund
CORZ / Core Scientific, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
MAA / Mid-America Apartment Communities, Inc.
AON / Aon plc
AYI / Acuity Inc.
CB / Chubb Limited
VTEI / Vanguard Municipal Bond Funds - Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
CI / The Cigna Group
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
EOG / EOG Resources, Inc.
QCOM / QUALCOMM Incorporated
WELL / Welltower Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
AZO / AutoZone, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
KMB / Kimberly-Clark Corporation
AMGN / Amgen Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ITW / Illinois Tool Works Inc.
SF / Stifel Financial Corp.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
PLD / Prologis, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
MMC / Marsh & McLennan Companies, Inc.
LLY / Eli Lilly and Company
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ARCC / Ares Capital Corporation
PNFP / Pinnacle Financial Partners, Inc.
MDT / Medtronic plc
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
SPY / SPDR S&P 500 ETF
APH / Amphenol Corporation
MU / Micron Technology, Inc.
UBER / Uber Technologies, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
MRK / Merck & Co., Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
TJX / The TJX Companies, Inc.
PSX / Phillips 66
COST / Costco Wholesale Corporation
WMB / The Williams Companies, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ISRG / Intuitive Surgical, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
DYAI / Dyadic International, Inc.
VZ / Verizon Communications Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
PGR / The Progressive Corporation
ADI / Analog Devices, Inc.
NFLX / Netflix, Inc.
RACE / Ferrari N.V.
C / Citigroup Inc.
IBM / International Business Machines Corporation
CRM / Salesforce, Inc.
DTE / DTE Energy Company
JCI / Johnson Controls International plc
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IAU / iShares Gold Trust
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
MDY / SPDR S&P MidCap 400 ETF Trust
AMT / American Tower Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
TXN / Texas Instruments Incorporated
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
RCL / Royal Caribbean Cruises Ltd.
PAYX / Paychex, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
SAP / SAP SE - Depositary Receipt (Common Stock)
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
OEF / iShares Trust - iShares S&P 100 ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
ACN / Accenture plc
SILA / Sila Realty Trust, Inc.
TT / Trane Technologies plc
DIS / The Walt Disney Company
COF / Capital One Financial Corporation
FAST / Fastenal Company
FI / Fiserv, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SHW / The Sherwin-Williams Company
JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF
BRK.A / Berkshire Hathaway Inc.
GRMN / Garmin Ltd.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
ELV / Elevance Health, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
DUK / Duke Energy Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
LHX / L3Harris Technologies, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
QQQ / Invesco QQQ Trust, Series 1
EFA / iShares Trust - iShares MSCI EAFE ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
RELX / RELX PLC - Depositary Receipt (Common Stock)
LOW / Lowe's Companies, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
PYPL / PayPal Holdings, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
GM / General Motors Company
CPRT / Copart, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MA / Mastercard Incorporated
UNP / Union Pacific Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
LULU / lululemon athletica inc.
GOOG / Alphabet Inc.
SJM / The J. M. Smucker Company
FMAT / Fidelity Covington Trust - Fidelity MSCI Materials Index ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
REFI / Chicago Atlantic Real Estate Finance, Inc.
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
MSI / Motorola Solutions, Inc.
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
ICE / Intercontinental Exchange, Inc.
KMI / Kinder Morgan, Inc.
BMY / Bristol-Myers Squibb Company
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
HCA / HCA Healthcare, Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
FCX / Freeport-McMoRan Inc.
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
SNV / Synovus Financial Corp.
AIG / American International Group, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
NSC / Norfolk Southern Corporation
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
T / AT&T Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
GE / General Electric Company
GEV / GE Vernova Inc.
ETR / Entergy Corporation
PFE / Pfizer Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
IYW / iShares Trust - iShares U.S. Technology ETF
CMI / Cummins Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
MCD / McDonald's Corporation
CMS / CMS Energy Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
CEG / Constellation Energy Corporation
CMG / Chipotle Mexican Grill, Inc.
DLR / Digital Realty Trust, Inc.
LEN / Lennar Corporation
ABBV / AbbVie Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
SMLV / SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
MCHP / Microchip Technology Incorporated
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ETN / Eaton Corporation plc
ORCL / Oracle Corporation
CSCO / Cisco Systems, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
HON / Honeywell International Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ABNB / Airbnb, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
FLEE / Franklin Templeton ETF Trust - Franklin FTSE Europe ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
UBS / UBS Group AG
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
IWV / iShares Trust - iShares Russell 3000 ETF
WCN / Waste Connections, Inc.
BRK.B / Berkshire Hathaway Inc.
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
SYK / Stryker Corporation
NKE / NIKE, Inc.
CARY / Angel Oak Funds Trust - Angel Oak Income ETF
KO / The Coca-Cola Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MTD / Mettler-Toledo International Inc.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
GBDC / Golub Capital BDC, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PG / The Procter & Gamble Company
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
VTR / Ventas, Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
COP / ConocoPhillips
ADSK / Autodesk, Inc.
UNH / UnitedHealth Group Incorporated
XOM / Exxon Mobil Corporation
PANW / Palo Alto Networks, Inc.
LMT / Lockheed Martin Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
GILD / Gilead Sciences, Inc.
LRCX / Lam Research Corporation
PFLT / PennantPark Floating Rate Capital Ltd.
IQV / IQVIA Holdings Inc.
TGT / Target Corporation
QS / QuantumScape Corporation
UPS / United Parcel Service, Inc.
WFC / Wells Fargo & Company
F / Ford Motor Company
CMCSA / Comcast Corporation
WTW / Willis Towers Watson Public Limited Company
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
ANET / Arista Networks Inc
AMAT / Applied Materials, Inc.
CRWD / CrowdStrike Holdings, Inc.
INTU / Intuit Inc.
TMUS / T-Mobile US, Inc.
DAL / Delta Air Lines, Inc.
TPL / Texas Pacific Land Corporation
GWW / W.W. Grainger, Inc.
CARR / Carrier Global Corporation
TFC / Truist Financial Corporation
HBAN / Huntington Bancshares Incorporated
SCHW / The Charles Schwab Corporation
PWR / Quanta Services, Inc.
SBUX / Starbucks Corporation
STT / State Street Corporation
XT / iShares Trust - iShares Exponential Technologies ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
FUNL / Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
NEM / Newmont Corporation
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
QEFA / SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
CAT / Caterpillar Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MAR / Marriott International, Inc.
FIS / Fidelity National Information Services, Inc.
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
PEP / PepsiCo, Inc.
DE / Deere & Company
CDNS / Cadence Design Systems, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund
MNST / Monster Beverage Corporation
BKNG / Booking Holdings Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PEG / Public Service Enterprise Group Incorporated
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
AME / AMETEK, Inc.
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
UYLD / Angel Oak Funds Trust - Angel Oak UltraShort Income ETF
KBDC / Kayne Anderson BDC, Inc.
SYF / Synchrony Financial
ADP / Automatic Data Processing, Inc.
RY / Royal Bank of Canada
AJG / Arthur J. Gallagher & Co.
WM / Waste Management, Inc.
PH / Parker-Hannifin Corporation
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
IEV / iShares Trust - iShares Europe ETF
ADBE / Adobe Inc.
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
BXP / Boston Properties, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CME / CME Group Inc.
KLAC / KLA Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MCK / McKesson Corporation
NVDA / NVIDIA Corporation
PM / Philip Morris International Inc.
KR / The Kroger Co.
PCAR / PACCAR Inc
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
NOW / ServiceNow, Inc.
ATO / Atmos Energy Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TEL / TE Connectivity plc
BA / The Boeing Company
AMP / Ameriprise Financial, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
META / Meta Platforms, Inc.
GD / General Dynamics Corporation
REGN / Regeneron Pharmaceuticals, Inc.
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
AWK / American Water Works Company, Inc.
IPG / The Interpublic Group of Companies, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
RF / Regions Financial Corporation
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
PSQH / PSQ Holdings, Inc.
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
CIWV / Citizens Financial Corp.
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
WD / Walker & Dunlop, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
BKR / Baker Hughes Company
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
PAYO / Payoneer Global Inc.
FDX / FedEx Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
CSX / CSX Corporation
PLTR / Palantir Technologies Inc.
NEE / NextEra Energy, Inc.
LIN / Linde plc
INTC / Intel Corporation
EMR / Emerson Electric Co.
CCI / Crown Castle Inc.
SYY / Sysco Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
SO / The Southern Company
AFL / Aflac Incorporated
PKG / Packaging Corporation of America
JPM / JPMorgan Chase & Co.
JNJ / Johnson & Johnson
APD / Air Products and Chemicals, Inc.
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
A / Agilent Technologies, Inc.
CNC / Centene Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
MSTR / Strategy Inc
URI / United Rentals, Inc.
BK / The Bank of New York Mellon Corporation
BSX / Boston Scientific Corporation
IBIT / iShares Bitcoin Trust ETF
AAPL / Apple Inc.
MCO / Moody's Corporation
V / Visa Inc.
AMZN / Amazon.com, Inc.
AVGO / Broadcom Inc.
MMM / 3M Company
AVY / Avery Dennison Corporation
EFX / Equifax Inc.
NOC / Northrop Grumman Corporation
SLB / Schlumberger Limited
MS / Morgan Stanley
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
CDW / CDW Corporation
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
PRU / Prudential Financial, Inc.
EVRG / Evergy, Inc.
COLB / Columbia Banking System, Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
ESI / Element Solutions Inc
LRCX / Lam Research Corporation
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
ZBRA / Zebra Technologies Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
MRO / Marathon Oil Corporation
USB / U.S. Bancorp
UBSI / United Bankshares, Inc.
C.WSA / Citigroup, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MPWR / Monolithic Power Systems, Inc.
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
CNTM / ConnectM Technology Solutions, Inc.
MAXN / Maxeon Solar Technologies, Ltd.
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
SPGI / S&P Global Inc.
D / Dominion Energy, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
MO / Altria Group, Inc.
CP / Canadian Pacific Kansas City Limited
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
MPC / Marathon Petroleum Corporation
ECL / Ecolab Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
ZTS / Zoetis Inc.
KVUE / Kenvue Inc.
FTNT / Fortinet, Inc.
GIS / General Mills, Inc.
ABT / Abbott Laboratories
IBB / iShares Trust - iShares Biotechnology ETF
HD / The Home Depot, Inc.
WIT / Wipro Limited - Depositary Receipt (Common Stock)
TDG / TransDigm Group Incorporated
AXP / American Express Company
HUM / Humana Inc.
LENB / Lennar Corp. - Class B
JBI / Janus International Group, Inc.
CVS / CVS Health Corporation
BAC / Bank of America Corporation
ROP / Roper Technologies, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SNPS / Synopsys, Inc.
ALL / The Allstate Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
MDLZ / Mondelez International, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
GS / The Goldman Sachs Group, Inc.
SPG / Simon Property Group, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
KEY / KeyCorp
MET / MetLife, Inc.
OKE / ONEOK, Inc.
PNC / The PNC Financial Services Group, Inc.
TRV / The Travelers Companies, Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
CBRE / CBRE Group, Inc.
ROST / Ross Stores, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
FLCA / Franklin Templeton ETF Trust - Franklin FTSE Canada ETF
ADM / Archer-Daniels-Midland Company
AEE / Ameren Corporation
BWA / BorgWarner Inc.
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
APO / Apollo Global Management, Inc.
LNT / Alliant Energy Corporation
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
REET / iShares Trust - iShares Global REIT ETF
CL / Colgate-Palmolive Company
DHI / D.R. Horton, Inc.
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
GLD / SPDR Gold Trust
PNW / Pinnacle West Capital Corporation
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
MELI / MercadoLibre, Inc.
TSLA / Tesla, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)