Market Value399,596,282
Total Holdings517
File Date2025-01-27
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)
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
BA / The Boeing Company Call
UNH / UnitedHealth Group Incorporated
COR / Cencora, Inc.
LESL / Leslie's, Inc.
CAT / Caterpillar Inc.
CCL / Carnival Corporation & plc
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
ILMN / Illumina, Inc.
CI / The Cigna Group
NOC / Northrop Grumman Corporation
SLV / iShares Silver Trust
LULU / lululemon athletica inc.
DE / Deere & Company
TIP / iShares Trust - iShares TIPS Bond ETF
RPM / RPM International Inc.
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
MS / Morgan Stanley
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
QQQ / Invesco QQQ Trust, Series 1
CRWD / CrowdStrike Holdings, Inc.
OKLO / Oklo Inc.
RRC / Range Resources Corporation
ORI / Old Republic International Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
EWM / iShares, Inc. - iShares MSCI Malaysia ETF
DPZ / Domino's Pizza, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
CSCO / Cisco Systems, Inc.
ETR / Entergy Corporation
D / Dominion Energy, Inc.
TGT / Target Corporation
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VKTX / Viking Therapeutics, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
KLAC / KLA Corporation
KMX / CarMax, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
FRDM / EA Series Trust - Freedom 100 Emerging Markets ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
DTM / DT Midstream, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
NMRK / Newmark Group, Inc.
META / Meta Platforms, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
JRI / Nuveen Real Asset Income and Growth Fund
AVDE / American Century ETF Trust - Avantis International Equity ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
EZA / iShares, Inc. - iShares MSCI South Africa ETF
IBIT / iShares Bitcoin Trust ETF
BRCC / BRC Inc.
WM / Waste Management, Inc.
TMUS / T-Mobile US, Inc.
HCA / HCA Healthcare, Inc.
GS / The Goldman Sachs Group, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
CEG / Constellation Energy Corporation
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
PARA / Paramount Global
BA / The Boeing Company
ADSK / Autodesk, Inc.
ONON / On Holding AG
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SIRI / Sirius XM Holdings Inc.
GIS / General Mills, Inc.
MRVL / Marvell Technology, Inc.
GOOGL / Alphabet Inc.
RY / Royal Bank of Canada
NIO / NIO Inc. - Depositary Receipt (Common Stock)
EPD / Enterprise Products Partners L.P. - Limited Partnership
WCEO / Two Roads Shared Trust - Hypatia Women CEO ETF
INGR / Ingredion Incorporated
CLF / Cleveland-Cliffs Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
AEM / Agnico Eagle Mines Limited
SRI / Stoneridge, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
GOOG / Alphabet Inc.
POST / Post Holdings, Inc.
QCOM / QUALCOMM Incorporated
FTV / Fortive Corporation
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
JNJ / Johnson & Johnson
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
CRSP / CRISPR Therapeutics AG
MO / Altria Group, Inc.
GEV / GE Vernova Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DOW / Dow Inc.
JCI / Johnson Controls International plc
HON / Honeywell International Inc.
WBD / Warner Bros. Discovery, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
BHF / Brighthouse Financial, Inc.
DRLL / EA Series Trust - Strive U.S. Energy ETF
TXG / 10x Genomics, Inc.
JPM / JPMorgan Chase & Co.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
KODK / Eastman Kodak Company
DELL / Dell Technologies Inc.
ENB / Enbridge Inc.
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
HST / Host Hotels & Resorts, Inc.
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
ADI / Analog Devices, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CHW / Calamos Global Dynamic Income Fund
MSFT / Microsoft Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ADC / Agree Realty Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ABBV / AbbVie Inc.
UPS / United Parcel Service, Inc.
GE / General Electric Company
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DG / Dollar General Corporation
HDSN / Hudson Technologies, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
ANIX / Anixa Biosciences, Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MRK / Merck & Co., Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
INDA / iShares Trust - iShares MSCI India ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
BBWI / Bath & Body Works, Inc.
GILD / Gilead Sciences, Inc.
DHR / Danaher Corporation
NNN / NNN REIT, Inc.
LAMR / Lamar Advertising Company
NDAQ / Nasdaq, Inc.
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
EOLS / Evolus, Inc.
DOV / Dover Corporation
GTX / Garrett Motion Inc.
VNM / VanEck ETF Trust - VanEck Vietnam ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
CHD / Church & Dwight Co., Inc.
BRK.B / Berkshire Hathaway Inc.
CVX / Chevron Corporation
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
GSG / iShares S&P GSCI Commodity-Indexed Trust
MAS / Masco Corporation
EWBC / East West Bancorp, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
TMSL / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
JEF / Jefferies Financial Group Inc.
WEC / WEC Energy Group, Inc.
BETZ / Listed Funds Trust - Roundhill Sports Betting & iGaming ETF
WPM / Wheaton Precious Metals Corp.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
QQMG / Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
NLY / Annaly Capital Management, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
T / AT&T Inc.
EGP / EastGroup Properties, Inc.
CMS / CMS Energy Corporation
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
NUE / Nucor Corporation
ACHV / Achieve Life Sciences, Inc.
VOTE / TCW ETF Trust - TCW Transform 500 ETF
DBRG / DigitalBridge Group, Inc.
MCD / McDonald's Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
FSK / FS KKR Capital Corp.
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
CNQ / Canadian Natural Resources Limited
ACN / Accenture plc
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
FTNT / Fortinet, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ESS / Essex Property Trust, Inc.
HPE / Hewlett Packard Enterprise Company
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
SYY / Sysco Corporation
CTVA / Corteva, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SMG / The Scotts Miracle-Gro Company
RKT / Rocket Companies, Inc.
MDXG / MiMedx Group, Inc.
TFC / Truist Financial Corporation
MA / Mastercard Incorporated
AM / Antero Midstream Corporation
MAIN / Main Street Capital Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
V / Visa Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
PEBO / Peoples Bancorp Inc.
KMI / Kinder Morgan, Inc.
IPG / The Interpublic Group of Companies, Inc.
CMA / Comerica Incorporated
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
RTX / RTX Corporation
GEHC / GE HealthCare Technologies Inc.
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
FCX / Freeport-McMoRan Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
PII / Polaris Inc.
DJT / Trump Media & Technology Group Corp.
REZI / Resideo Technologies, Inc.
RXRX / Recursion Pharmaceuticals, Inc.
ASIX / AdvanSix Inc.
IAU / iShares Gold Trust
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
TRI / Thomson Reuters Corporation
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
PH / Parker-Hannifin Corporation
OMI / Owens & Minor, Inc.
ADP / Automatic Data Processing, Inc.
YUMC / Yum China Holdings, Inc.
PG / The Procter & Gamble Company
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
CERS / Cerus Corporation
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
AVTR / Avantor, Inc.
COST / Costco Wholesale Corporation
UBER / Uber Technologies, Inc.
UWMC / UWM Holdings Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
SYM / Symbotic Inc.
RJF / Raymond James Financial, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ESTC / Elastic N.V.
KO / The Coca-Cola Company
OXY / Occidental Petroleum Corporation
OMC / Omnicom Group Inc.
PANW / Palo Alto Networks, Inc.
XOM / Exxon Mobil Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
VTR / Ventas, Inc.
HPQ / HP Inc.
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
ORCL / Oracle Corporation
GLD / SPDR Gold Trust
BMY / Bristol-Myers Squibb Company
PNW / Pinnacle West Capital Corporation
SNOW / Snowflake Inc.
WAB / Westinghouse Air Brake Technologies Corporation
AKAM / Akamai Technologies, Inc.
SBUX / Starbucks Corporation
GNRC / Generac Holdings Inc.
PGR / The Progressive Corporation
KKR / KKR & Co. Inc.
FDS / FactSet Research Systems Inc.
AXP / American Express Company
NKE / NIKE, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
AEP / American Electric Power Company, Inc.
ABT / Abbott Laboratories
RCL / Royal Caribbean Cruises Ltd.
SHOP / Shopify Inc.
AMD / Advanced Micro Devices, Inc.
AMZN / Amazon.com, Inc.
AMC / AMC Entertainment Holdings, Inc.
CRM / Salesforce, Inc.
DUK / Duke Energy Corporation
MGM / MGM Resorts International
DOCU / DocuSign, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
MDLZ / Mondelez International, Inc.
KVUE / Kenvue Inc.
LCID / Lucid Group, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
BK / The Bank of New York Mellon Corporation
F / Ford Motor Company
YUM / Yum! Brands, Inc.
PLUG / Plug Power Inc.
UNP / Union Pacific Corporation
HD / The Home Depot, Inc.
VZ / Verizon Communications Inc.
WMT / Walmart Inc.
NEE / NextEra Energy, Inc.
NSC / Norfolk Southern Corporation
SYK / Stryker Corporation
SOUN / SoundHound AI, Inc.
AMGN / Amgen Inc.
WBA / Walgreens Boots Alliance, Inc.
MMM / 3M Company
MCHP / Microchip Technology Incorporated
MU / Micron Technology, Inc.
INTC / Intel Corporation
REGN / Regeneron Pharmaceuticals, Inc.
LLY / Eli Lilly and Company
AMAT / Applied Materials, Inc.
BRBR / BellRing Brands, Inc.
PYPL / PayPal Holdings, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
PLD / Prologis, Inc.
LHX / L3Harris Technologies, Inc.
PRU / Prudential Financial, Inc.
ON / ON Semiconductor Corporation
DLTR / Dollar Tree, Inc.
PFE / Pfizer Inc.
GPC / Genuine Parts Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DD / DuPont de Nemours, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MAR / Marriott International, Inc.
SEIC / SEI Investments Company
ISRG / Intuitive Surgical, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
BTZ / BlackRock Credit Allocation Income Trust
ET / Energy Transfer LP - Limited Partnership
IBM / International Business Machines Corporation
EXPD / Expeditors International of Washington, Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
GSBD / Goldman Sachs BDC, Inc.
WDAY / Workday, Inc.
GOLD / Barrick Mining Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
DLR / Digital Realty Trust, Inc.
AON / Aon plc
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
LUV / Southwest Airlines Co.
XYZ / Block, Inc.
NET / Cloudflare, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
USB / U.S. Bancorp
FE / FirstEnergy Corp.
LIN / Linde plc
GSK / GSK plc - Depositary Receipt (Common Stock)
PM / Philip Morris International Inc.
CVS / CVS Health Corporation
BAC / Bank of America Corporation
DAL / Delta Air Lines, Inc.
AFL / Aflac Incorporated
KMB / Kimberly-Clark Corporation
COIN / Coinbase Global, Inc.
MMC / Marsh & McLennan Companies, Inc.
LH / Labcorp Holdings Inc.
ZM / Zoom Communications Inc.
WFC / Wells Fargo & Company
FSLR / First Solar, Inc.
11L / Canopy Growth Corporation
COP / ConocoPhillips
HSY / The Hershey Company
K / Kellanova
EXC / Exelon Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
STAG / STAG Industrial, Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
ITW / Illinois Tool Works Inc.
ELV / Elevance Health, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ECL / Ecolab Inc.
PCAR / PACCAR Inc
LRCX / Lam Research Corporation
TMO / Thermo Fisher Scientific Inc.
ABR / Arbor Realty Trust, Inc.
MPC / Marathon Petroleum Corporation
CC / The Chemours Company
NURO / NeuroMetrix, Inc.
NTR / Nutrien Ltd.
MNST / Monster Beverage Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
LMT / Lockheed Martin Corporation
PNC / The PNC Financial Services Group, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
EMR / Emerson Electric Co.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
UAL / United Airlines Holdings, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
EIX / Edison International
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
ZVRA / Zevra Therapeutics, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
EXAI / Exscientia plc - Depositary Receipt (Common Stock)
NCLH / Norwegian Cruise Line Holdings Ltd.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
UA / Under Armour, Inc.
DKS / DICK'S Sporting Goods, Inc.
SUM / Summit Materials, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
KRNT / Kornit Digital Ltd.
GT / The Goodyear Tire & Rubber Company
RHI / Robert Half Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
US1651671802 / Chesapeake Energy Corp.
IRBT / iRobot Corporation
KHC / The Kraft Heinz Company
NFE / New Fortress Energy Inc.
VTRS / Viatris Inc.
SCLX / Scilex Holding Company
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
GM / General Motors Company
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
MRNA / Moderna, Inc.
TSLA / Tesla, Inc.
GIB / CGI Inc.
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
BYND / Beyond Meat, Inc.
CMG / Chipotle Mexican Grill, Inc.
ROP / Roper Technologies, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
PFG / Principal Financial Group, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
RSG / Republic Services, Inc.
BLD / TopBuild Corp.
BFB / Brown-Forman Corp. - Class B
PTMN / BCP Investment Corp.
CAG / Conagra Brands, Inc.
BFA / Brown-Forman Corp. - Class A
HAL / Halliburton Company
OGE / OGE Energy Corp.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
ARTY / iShares Trust - iShares Future AI & Tech ETF
NXPI / NXP Semiconductors N.V.
NKLAQ / Nikola Corporation
UIS / Unisys Corporation
SOFI / SoFi Technologies, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
IMRN / Immuron Limited - Depositary Receipt (Common Stock)
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
AAL / American Airlines Group Inc.
LRCX / Lam Research Corporation
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
C.WSA / Citigroup, Inc.
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
LEV / The Lion Electric Company
PAYX / Paychex, Inc.
COLB / Columbia Banking System, Inc.
COF / Capital One Financial Corporation
NFLX / Netflix, Inc.
AVAV / AeroVironment, Inc.
CYBR / CyberArk Software Ltd.
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
SOLV / Solventum Corporation
BLK / BlackRock, Inc.
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
ALDX / Aldeyra Therapeutics, Inc.
DIS / The Walt Disney Company
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
TFX / Teleflex Incorporated
RINC / Investment Managers Series Trust II - AXS Real Estate Income ETF
CB / Chubb Limited
FTRE / Fortrea Holdings Inc.
SO / The Southern Company
BDX / Becton, Dickinson and Company
SPY / SPDR S&P 500 ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
PSX / Phillips 66
CMCSA / Comcast Corporation
BGR / BlackRock Energy and Resources Trust
ETN / Eaton Corporation plc
HBAN / Huntington Bancshares Incorporated
MFC / Manulife Financial Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ILCV / iShares Trust - iShares Morningstar Value ETF
QS / QuantumScape Corporation
DFS / Discover Financial Services
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LOW / Lowe's Companies, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
PEP / PepsiCo, Inc.
MSI / Motorola Solutions, Inc.
JGH / Nuveen Global High Income Fund
WOMN / Tidal Trust III - Impact Shares Women's Empowerment ETF
MDT / Medtronic plc
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
CMDY / iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF
MDY / SPDR S&P MidCap 400 ETF Trust
TXN / Texas Instruments Incorporated
BXMX / Nuveen S&P 500 Buy-Write Income Fund
AOD / Abrdn Total Dynamic Dividend Fund
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
BROS / Dutch Bros Inc.
WYY / WidePoint Corporation
HUBS / HubSpot, Inc.
TAP / Molson Coors Beverage Company
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
NVDA / NVIDIA Corporation
AVGO / Broadcom Inc.
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
XT / iShares Trust - iShares Exponential Technologies ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DTE / DTE Energy Company
PLTR / Palantir Technologies Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
MCK / McKesson Corporation
STLA / Stellantis N.V.
ETSY / Etsy, Inc.
FDX / FedEx Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IBLC / iShares Trust - iShares Blockchain and Tech ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
C / Citigroup Inc.
AVY / Avery Dennison Corporation
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
AAPL / Apple Inc.
GD / General Dynamics Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)