Market Value236,683,665
Total Holdings500
File Date2025-01-29
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)
EQT / EQT Corporation
BXP / Boston Properties, Inc.
CSCO / Cisco Systems, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SLVM / Sylvamo Corporation
SBUX / Starbucks Corporation
CTAS / Cintas Corporation
APTV / Aptiv PLC
GPC / Genuine Parts Company
MRK / Merck & Co., Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
PFE / Pfizer Inc.
MMM / 3M Company
AVY / Avery Dennison Corporation
QQQ / Invesco QQQ Trust, Series 1
VLO / Valero Energy Corporation
ABT / Abbott Laboratories
HD / The Home Depot, Inc.
FDX / FedEx Corporation
BDX / Becton, Dickinson and Company
GILD / Gilead Sciences, Inc.
AVB / AvalonBay Communities, Inc.
SPG / Simon Property Group, Inc.
FIS / Fidelity National Information Services, Inc.
SAM / The Boston Beer Company, Inc.
SYF / Synchrony Financial
GLD / SPDR Gold Trust
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
KIM / Kimco Realty Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
TMO / Thermo Fisher Scientific Inc.
IP / International Paper Company
WMT / Walmart Inc.
COF / Capital One Financial Corporation
CVX / Chevron Corporation
MO / Altria Group, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
ZTS / Zoetis Inc.
V / Visa Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
BLK / BlackRock, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
GOOG / Alphabet Inc.
CMG / Chipotle Mexican Grill, Inc.
T / AT&T Inc.
BRP / The Baldwin Insurance Group, Inc.
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
SCHWAB CHARLES FAMILY FD / AMT TAX FREE MNY (808515530)
ACN / Accenture plc
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
LUV / Southwest Airlines Co.
IBM / International Business Machines Corporation
APTV / Aptiv PLC
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
INST / Instructure Holdings, Inc.
BCPC / Balchem Corporation
SAVE / Spirit Airlines, Inc.
KBWR / Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF
FCEL / FuelCell Energy, Inc.
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
ATKR / Atkore Inc.
AUGX / Augmedix, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
IBB / iShares Trust - iShares Biotechnology ETF
ETH / Grayscale Ethereum Mini Trust ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
IYJ / iShares Trust - iShares U.S. Industrials ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
IYH / iShares Trust - iShares U.S. Healthcare ETF
CROX / Crocs, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
DBC / Invesco DB Commodity Index Tracking Fund
ROK / Rockwell Automation, Inc.
FI / Fiserv, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
SNX / TD SYNNEX Corporation
ARCC / Ares Capital Corporation
MCK / McKesson Corporation
LIN / Linde plc
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
AFL / Aflac Incorporated
HSY / The Hershey Company
FICO / Fair Isaac Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
ADSK / Autodesk, Inc.
ELV / Elevance Health, Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
AMD / Advanced Micro Devices, Inc.
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
AMGN / Amgen Inc.
VRTX / Vertex Pharmaceuticals Incorporated
JPM / JPMorgan Chase & Co.
DE / Deere & Company
CSD / Invesco Exchange-Traded Fund Trust - Invesco S&P Spin-Off ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ILMN / Illumina, Inc.
RTX / RTX Corporation
ALT / Altimmune, Inc.
DXC / DXC Technology Company
PFF / iShares Trust - iShares Preferred and Income Securities ETF
C / Citigroup Inc.
MSTR / Strategy Inc
UNH / UnitedHealth Group Incorporated
ENPH / Enphase Energy, Inc.
ROP / Roper Technologies, Inc.
COIN / Coinbase Global, Inc.
HODL / VanEck Bitcoin ETF
ECL / Ecolab Inc.
NXST / Nexstar Media Group, Inc.
ETN / Eaton Corporation plc
CAT / Caterpillar Inc.
IR / Ingersoll Rand Inc.
CRWD / CrowdStrike Holdings, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
NVDA / NVIDIA Corporation
HON / Honeywell International Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
DTEC / ALPS ETF Trust - ALPS Disruptive Technologies ETF
CB / Chubb Limited
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
LBRDK / Liberty Broadband Corporation
STZ / Constellation Brands, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
AFRM / Affirm Holdings, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
LYV / Live Nation Entertainment, Inc.
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
IDV / iShares Trust - iShares International Select Dividend ETF
VLU / SPDR Series Trust - SPDR S&P 1500 Value Tilt ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
UTHR / United Therapeutics Corporation
DVA / DaVita Inc.
BBWI / Bath & Body Works, Inc.
AU / AngloGold Ashanti plc
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
CRM / Salesforce, Inc.
LH / Labcorp Holdings Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
NKE / NIKE, Inc.
ARES / Ares Management Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BAX / Baxter International Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IAK / iShares Trust - iShares U.S. Insurance ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
SOXX / iShares Trust - iShares Semiconductor ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
INTC / Intel Corporation
TECH / Bio-Techne Corporation
SOLV / Solventum Corporation
SOUN / SoundHound AI, Inc.
IBIT / iShares Bitcoin Trust ETF
LCID / Lucid Group, Inc.
SPGI / S&P Global Inc.
AEP / American Electric Power Company, Inc.
ETSY / Etsy, Inc.
JNJ / Johnson & Johnson
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
GIS / General Mills, Inc.
ALC / Alcon Inc.
PWR / Quanta Services, Inc.
NFLX / Netflix, Inc.
DOV / Dover Corporation
OGN / Organon & Co.
EQIX / Equinix, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
AES / The AES Corporation
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
PLTR / Palantir Technologies Inc.
MTD / Mettler-Toledo International Inc.
EQR / Equity Residential
OVV / Ovintiv Inc.
SQQQ / ProShares Trust - ProShares UltraPro Short QQQ
AVGO / Broadcom Inc.
GL / Globe Life Inc.
PM / Philip Morris International Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FTNT / Fortinet, Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
DMCY / The Advisors Inner Circle Fund III - Democracy International Fund
UNP / Union Pacific Corporation
SENS / Senseonics Holdings, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
PHAT / Phathom Pharmaceuticals, Inc.
ICLR / ICON Public Limited Company
DAL / Delta Air Lines, Inc.
HPE / Hewlett Packard Enterprise Company
LOW / Lowe's Companies, Inc.
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
ARE / Alexandria Real Estate Equities, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
VST / Vistra Corp.
AMLP / ALPS ETF Trust - Alerian MLP ETF
CGGO / Capital Group Global Growth Equity ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
CDNS / Cadence Design Systems, Inc.
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
EBAY / eBay Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
EL / The Estée Lauder Companies Inc.
REXR / Rexford Industrial Realty, Inc.
BIIB / Biogen Inc.
MA / Mastercard Incorporated
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
KMI / Kinder Morgan, Inc.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IEDI / iShares U.S. ETF Trust - iShares U.S. Consumer Focused ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
ALGS / Aligos Therapeutics, Inc.
CLX / The Clorox Company
PYPL / PayPal Holdings, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
AKRO / Akero Therapeutics, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
AZO / AutoZone, Inc.
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
STRL / Sterling Infrastructure, Inc.
MDLZ / Mondelez International, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
UPS / United Parcel Service, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
NEE / NextEra Energy, Inc.
KHC / The Kraft Heinz Company
COST / Costco Wholesale Corporation
GEHC / GE HealthCare Technologies Inc.
GE / General Electric Company
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
SCHW / The Charles Schwab Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
BRK.B / Berkshire Hathaway Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
EGP / EastGroup Properties, Inc.
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
VEEV / Veeva Systems Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
AON / Aon plc
CMCSA / Comcast Corporation
BLCN / Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
INQQ / Exchange Traded Concepts Trust - INQQ The India Internet ETF
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
MRVL / Marvell Technology, Inc.
DHR / Danaher Corporation
ABBV / AbbVie Inc.
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
RIVN / Rivian Automotive, Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
XOM / Exxon Mobil Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
GIB / CGI Inc.
MTN / Vail Resorts, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
TGT / Target Corporation
A / Agilent Technologies, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
VZ / Verizon Communications Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
USEG / U.S. Energy Corp.
TJX / The TJX Companies, Inc.
GS / The Goldman Sachs Group, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
CCEP / Coca-Cola Europacific Partners PLC
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
AAPL / Apple Inc.
RYTM / Rhythm Pharmaceuticals, Inc.
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
UBER / Uber Technologies, Inc.
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AJG / Arthur J. Gallagher & Co.
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
WM / Waste Management, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
CVS / CVS Health Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IBRX / ImmunityBio, Inc.
COP / ConocoPhillips
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TMDX / TransMedics Group, Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
VKTX / Viking Therapeutics, Inc.
ONTO / Onto Innovation Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
PG / The Procter & Gamble Company
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
MCD / McDonald's Corporation
ROKU / Roku, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
CME / CME Group Inc.
FRT / Federal Realty Investment Trust
XEL / Xcel Energy Inc.
GRAL / GRAIL, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
DRI / Darden Restaurants, Inc.
CYCN / Cyclerion Therapeutics, Inc.
TSLA / Tesla, Inc.
ADI / Analog Devices, Inc.
GT / The Goodyear Tire & Rubber Company
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
PBYI / Puma Biotechnology, Inc.
MDGL / Madrigal Pharmaceuticals, Inc.
ESTC / Elastic N.V.
SNOW / Snowflake Inc.
MSI / Motorola Solutions, Inc.
APD / Air Products and Chemicals, Inc.
NKLA / Nikola Corporation
BTGD / Tidal Trust II - STKd 100% Bitcoin & 100% Gold ETF
AMZN / Amazon.com, Inc.
RGA / Reinsurance Group of America, Incorporated
ADBE / Adobe Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CI / The Cigna Group
KO / The Coca-Cola Company
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
AVSU / American Century ETF Trust - Avantis Responsible U.S. Equity ETF
PRCT / PROCEPT BioRobotics Corporation
GOOGL / Alphabet Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FTRE / Fortrea Holdings Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
MKC / McCormick & Company, Incorporated
FAST / Fastenal Company
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
PEP / PepsiCo, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
AVSE / American Century ETF Trust - Avantis Responsible Emerging Markets Equity ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
AEE / Ameren Corporation
IETC / iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
HPQ / HP Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
LHX / L3Harris Technologies, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
MDY / SPDR S&P MidCap 400 ETF Trust
ICF / iShares Trust - iShares Select U.S. REIT ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
JBL / Jabil Inc.
NXPI / NXP Semiconductors N.V.
KKR / KKR & Co. Inc.
LVS / Las Vegas Sands Corp.
AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ABNB / Airbnb, Inc.
BMY / Bristol-Myers Squibb Company
SPY / SPDR S&P 500 ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MAR / Marriott International, Inc.
EXPE / Expedia Group, Inc.
OGS / ONE Gas, Inc.
GEV / GE Vernova Inc.
MSFT / Microsoft Corporation
SWKS / Skyworks Solutions, Inc.
WBD / Warner Bros. Discovery, Inc.
EMR / Emerson Electric Co.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
TEL / TE Connectivity plc
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
BTC / Grayscale Bitcoin Mini Trust
IHAK / iShares Trust - iShares Cybersecurity and Tech ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
F / Ford Motor Company
IAU / iShares Gold Trust
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
CNXC / Concentrix Corporation
WY / Weyerhaeuser Company
TERN / Terns Pharmaceuticals, Inc.
FCEL / FuelCell Energy, Inc.
ETH / Grayscale Ethereum Mini Trust ETF
AIT / Applied Industrial Technologies, Inc.
GLMD / Galmed Pharmaceuticals Ltd.
REET / iShares Trust - iShares Global REIT ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
LPLA / LPL Financial Holdings Inc.
MLM / Martin Marietta Materials, Inc.
GQRE / FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
WAT / Waters Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
CARR / Carrier Global Corporation
DVY / iShares Trust - iShares Select Dividend ETF
DOW / Dow Inc.
ELS / Equity LifeStyle Properties, Inc.
GOF / Guggenheim Strategic Opportunities Fund
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
TSCO / Tractor Supply Company
CL / Colgate-Palmolive Company
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
TMUS / T-Mobile US, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
PNR / Pentair plc
DOCU / DocuSign, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ORLY / O'Reilly Automotive, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
EXR / Extra Space Storage Inc.
CSX / CSX Corporation
BA / The Boeing Company
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
KD / Kyndryl Holdings, Inc.
KEYS / Keysight Technologies, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
CUBE / CubeSmart
QLVD / FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
EWA / iShares, Inc. - iShares MSCI Australia ETF
SGI / Somnigroup International Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
KLAC / KLA Corporation
LLY / Eli Lilly and Company
META / Meta Platforms, Inc.
MMC / Marsh & McLennan Companies, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
RKLB / Rocket Lab Corporation
DLR / Digital Realty Trust, Inc.
ACHR / Archer Aviation Inc.
PANW / Palo Alto Networks, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
WYNN / Wynn Resorts, Limited
BMRN / BioMarin Pharmaceutical Inc.
PLD / Prologis, Inc.
BAC / Bank of America Corporation
CHD / Church & Dwight Co., Inc.
CHKP / Check Point Software Technologies Ltd.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
DECK / Deckers Outdoor Corporation
IFV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright International Focus 5 ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
VLTO / Veralto Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
DUK / Duke Energy Corporation
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
JCI / Johnson Controls International plc
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
HTGC / Hercules Capital, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
IWB / iShares Trust - iShares Russell 1000 ETF
PSA / Public Storage
VTV / Vanguard Index Funds - Vanguard Value ETF
DIS / The Walt Disney Company
ZBRA / Zebra Technologies Corporation
BTC / Grayscale Bitcoin Mini Trust
SNPS / Synopsys, Inc.
WFC / Wells Fargo & Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
CNRG / SPDR Series Trust - SPDR S&P Kensho Clean Power ETF
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
REG / Regency Centers Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VTEC / Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF