Market Value6,446,761,264
Total Holdings752
File Date2023-11-24
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)
IQV / IQVIA Holdings Inc.
ADP / Automatic Data Processing, Inc.
LW / Lamb Weston Holdings, Inc.
SWAV / Shockwave Medical, Inc.
CLX / The Clorox Company
IBHC / iShares Trust - iShares iBonds 2023 Term High Yield and Income ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
AEP / American Electric Power Company, Inc.
O / Realty Income Corporation
ATKR / Atkore Inc.
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MLM / Martin Marietta Materials, Inc.
DBRG / DigitalBridge Group, Inc.
AGCO / AGCO Corporation
MMP / Magellan Midstream Partners L.P.
BCEXF / BCE Inc. - Preferred Stock
ALLO / Allogene Therapeutics, Inc.
BAC.PRL / Bank of America Corporation - Preferred Stock
TSLA / Tesla, Inc.
CRWD / CrowdStrike Holdings, Inc.
C.WSA / Citigroup, Inc.
FRGA / Franchise Group, Inc.
ITW / Illinois Tool Works Inc.
WPC / W. P. Carey Inc.
PEG / Public Service Enterprise Group Incorporated
EVTL / Vertical Aerospace Ltd.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
GNSS / Genasys Inc.
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
NVCR / NovoCure Limited
PSTG / Pure Storage, Inc.
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ESS / Essex Property Trust, Inc.
UPS / United Parcel Service, Inc.
WCC / WESCO International, Inc.
NAC / Nuveen California Quality Municipal Income Fund
RMD / ResMed Inc.
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
CAH / Cardinal Health, Inc.
PSA / Public Storage
EVG / Eaton Vance Short Duration Diversified Income Fund
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
DUK / Duke Energy Corporation
PAYX / Paychex, Inc.
LASR / nLIGHT, Inc.
XIFR / XPLR Infrastructure, LP - Limited Partnership
ENSG / The Ensign Group, Inc.
AAPL / Apple Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
FTNT / Fortinet, Inc.
MRK / Merck & Co., Inc.
AAL / American Airlines Group Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
PHYS / Sprott Physical Gold Trust
PDSB / PDS Biotechnology Corporation
KXI / iShares Trust - iShares Global Consumer Staples ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
HUM / Humana Inc.
LRCX / Lam Research Corporation
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
VRM / Vroom, Inc.
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
VMW / Vmware Inc. - Class A
PRI / Primerica, Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
EFTR / eFFECTOR Therapeutics, Inc.
CIM / Chimera Investment Corporation
HRL / Hormel Foods Corporation
SUM / Summit Materials, Inc.
SEEL / Seelos Therapeutics, Inc.
SLVP / iShares, Inc. - iShares MSCI Global Silver and Metals Miners ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
ADI / Analog Devices, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
GGG / Graco Inc.
YUMC / Yum China Holdings, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
EXC / Exelon Corporation
TMO / Thermo Fisher Scientific Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
DIS / The Walt Disney Company
JQC / Nuveen Credit Strategies Income Fund
NFLX / Netflix, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
BSX / Boston Scientific Corporation
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
APP / AppLovin Corporation
SMMD / iShares Trust - iShares Russell 2500 ETF
GNMA / iShares Trust - iShares GNMA Bond ETF
BAX / Baxter International Inc.
TECL / Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
URTH / iShares, Inc. - iShares MSCI World ETF
HSY / The Hershey Company
AME / AMETEK, Inc.
WMB / The Williams Companies, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
GL / Globe Life Inc.
CF / CF Industries Holdings, Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
PLTR / Palantir Technologies Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
T / AT&T Inc.
BKNG / Booking Holdings Inc.
GBDC / Golub Capital BDC, Inc.
GPN / Global Payments Inc.
SLV / iShares Silver Trust
JWN / Nordstrom, Inc.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
IXN / iShares Trust - iShares Global Tech ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
DFS / Discover Financial Services
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
COP / ConocoPhillips
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VZ / Verizon Communications Inc.
HIX / Western Asset High Income Fund II Inc.
AFL / Aflac Incorporated
IYT / iShares Trust - iShares U.S. Transportation ETF
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
ORCL / Oracle Corporation
ALNY / Alnylam Pharmaceuticals, Inc.
NKE / NIKE, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
EWBC / East West Bancorp, Inc.
XEL / Xcel Energy Inc.
GLPI / Gaming and Leisure Properties, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
BAC / Bank of America Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SYY / Sysco Corporation
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
APD / Air Products and Chemicals, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
KO / The Coca-Cola Company
NVDA / NVIDIA Corporation
IBM / International Business Machines Corporation
UAL / United Airlines Holdings, Inc.
TSCO / Tractor Supply Company
AMZN / Amazon.com, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
CSCO / Cisco Systems, Inc.
CACC / Credit Acceptance Corporation
SO / The Southern Company
CAT / Caterpillar Inc.
JNJ / Johnson & Johnson
AMBP / Ardagh Metal Packaging S.A.
SPCB / SuperCom Ltd.
IDXX / IDEXX Laboratories, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
FCX / Freeport-McMoRan Inc.
RH / RH
SNOW / Snowflake Inc.
BR / Broadridge Financial Solutions, Inc.
MBB / iShares Trust - iShares MBS ETF
SIGI / Selective Insurance Group, Inc.
SRPT / Sarepta Therapeutics, Inc.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
BTT / Blackrock Municipal 2030 Target Term Trust
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
NUS / Nu Skin Enterprises, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
LMT / Lockheed Martin Corporation
UTF / Cohen & Steers Infrastructure Fund, Inc
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
MDY / SPDR S&P MidCap 400 ETF Trust
IAU / iShares Gold Trust
ADSK / Autodesk, Inc.
NOC / Northrop Grumman Corporation
AMP / Ameriprise Financial, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
INCY / Incyte Corporation
NEM / Newmont Corporation
DAR / Darling Ingredients Inc.
VRSK / Verisk Analytics, Inc.
MGRC / McGrath RentCorp
IVW / iShares Trust - iShares S&P 500 Growth ETF
AXP / American Express Company
CME / CME Group Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
URI / United Rentals, Inc.
UBSI / United Bankshares, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
DRN / Direxion Shares ETF Trust - Direxion Daily Real Estate Bull 3X Shares
BJ / BJ's Wholesale Club Holdings, Inc.
DXCM / DexCom, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
TYL / Tyler Technologies, Inc.
FLT / Corpay, Inc.
BNGO / Bionano Genomics, Inc.
ENPH / Enphase Energy, Inc.
ATVI / Activision Blizzard Inc
FAX / Abrdn Asia-Pacific Income Fund Inc
DD / DuPont de Nemours, Inc.
GSAT / Globalstar, Inc.
CTRM / Castor Maritime Inc.
ZION / Zions Bancorporation, National Association
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
MCHP / Microchip Technology Incorporated
PGR / The Progressive Corporation
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
DAL / Delta Air Lines, Inc.
WOR / Worthington Enterprises, Inc.
TTC / The Toro Company
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
HCA / HCA Healthcare, Inc.
CNQ / Canadian Natural Resources Limited
TXN / Texas Instruments Incorporated
ATO / Atmos Energy Corporation
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
TTD / The Trade Desk, Inc.
WEC / WEC Energy Group, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
RPM / RPM International Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
SHOP / Shopify Inc.
LBAY / Tidal Trust I - Leatherback Long/Short Alternative Yield ETF
LUV / Southwest Airlines Co.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BFB / Brown-Forman Corp. - Class B
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
SPXN / ProShares Trust - ProShares S&P 500 Ex-Financials ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CVX / Chevron Corporation
NXPI / NXP Semiconductors N.V.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
GIS / General Mills, Inc.
BFA / Brown-Forman Corp. - Class A
PPL / PPL Corporation
SABR / Sabre Corporation
CEG / Constellation Energy Corporation
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
CBRE / CBRE Group, Inc.
CCI / Crown Castle Inc.
PCAR / PACCAR Inc
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GOOGL / Alphabet Inc.
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
UNH / UnitedHealth Group Incorporated
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
BSY / Bentley Systems, Incorporated
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SUN / Sunoco LP - Limited Partnership
WTW / Willis Towers Watson Public Limited Company
OLMA / Olema Pharmaceuticals, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
QQQ / Invesco QQQ Trust, Series 1
TIP / iShares Trust - iShares TIPS Bond ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
ETN / Eaton Corporation plc
HLN / Haleon plc - Depositary Receipt (Common Stock)
SHV / iShares Trust - iShares Short Treasury Bond ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
MUC / BlackRock MuniHoldings California Quality Fund, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
OKE / ONEOK, Inc.
CI / The Cigna Group
RY / Royal Bank of Canada
QCOM / QUALCOMM Incorporated
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
OEF / iShares Trust - iShares S&P 100 ETF
AMGN / Amgen Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
GOOG / Alphabet Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
ELV / Elevance Health, Inc.
JPM / JPMorgan Chase & Co.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
MO / Altria Group, Inc.
ARWR / Arrowhead Pharmaceuticals, Inc.
ILCG / iShares Trust - iShares Morningstar Growth ETF
ET / Energy Transfer LP - Limited Partnership
MPC / Marathon Petroleum Corporation
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
TD / The Toronto-Dominion Bank
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
PYPL / PayPal Holdings, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
DOW / Dow Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
SNAP / Snap Inc.
GE / General Electric Company
BDX / Becton, Dickinson and Company
TBT / ProShares Trust - ProShares UltraShort 20+ Year Treasury
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
OPK / OPKO Health, Inc.
JCI / Johnson Controls International plc
AIG / American International Group, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ULTA / Ulta Beauty, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
GILD / Gilead Sciences, Inc.
ABT / Abbott Laboratories
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
MET / MetLife, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
IWV / iShares Trust - iShares Russell 3000 ETF
CMG / Chipotle Mexican Grill, Inc.
PAG / Penske Automotive Group, Inc.
CMI / Cummins Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
IRM / Iron Mountain Incorporated
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
A / Agilent Technologies, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
ENB / Enbridge Inc.
ROK / Rockwell Automation, Inc.
CMCSA / Comcast Corporation
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
MCK / McKesson Corporation
DHR / Danaher Corporation
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IBB / iShares Trust - iShares Biotechnology ETF
TRMB / Trimble Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
MMM / 3M Company
GLW / Corning Incorporated
RSG / Republic Services, Inc.
TT / Trane Technologies plc
AMAT / Applied Materials, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IOO / iShares Trust - iShares Global 100 ETF
BMY / Bristol-Myers Squibb Company
JSCP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MUB / iShares Trust - iShares National Muni Bond ETF
BALL / Ball Corporation
ICF / iShares Trust - iShares Select U.S. REIT ETF
WFC / Wells Fargo & Company
DVN / Devon Energy Corporation
NOW / ServiceNow, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
CVS / CVS Health Corporation
ON / ON Semiconductor Corporation
BTZ / BlackRock Credit Allocation Income Trust
VDE / Vanguard World Fund - Vanguard Energy ETF
VLO / Valero Energy Corporation
WPM / Wheaton Precious Metals Corp.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
STLD / Steel Dynamics, Inc.
IGR / CBRE Global Real Estate Income Fund
CAG / Conagra Brands, Inc.
CPRT / Copart, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PSX / Phillips 66
EOG / EOG Resources, Inc.
NB / NioCorp Developments Ltd.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
OTIS / Otis Worldwide Corporation
OUNZ / VanEck Merk Gold ETF
SLB / Schlumberger Limited
BRK.A / Berkshire Hathaway Inc.
SNPS / Synopsys, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
PM / Philip Morris International Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
BRO / Brown & Brown, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
DHI / D.R. Horton, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
PNC / The PNC Financial Services Group, Inc.
VTRS / Viatris Inc.
CDNS / Cadence Design Systems, Inc.
GEHC / GE HealthCare Technologies Inc.
META / Meta Platforms, Inc.
PWR / Quanta Services, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
WTRG / Essential Utilities, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
PLD / Prologis, Inc.
MMC / Marsh & McLennan Companies, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
MSCI / MSCI Inc.
ARES / Ares Management Corporation
PEP / PepsiCo, Inc.
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
SKYW / SkyWest, Inc.
FMC / FMC Corporation
LHX / L3Harris Technologies, Inc.
LIN / Linde plc
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
MA / Mastercard Incorporated
RMT / Royce Micro-Cap Trust, Inc.
YUM / Yum! Brands, Inc.
MRVL / Marvell Technology, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
FDX / FedEx Corporation
CL / Colgate-Palmolive Company
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
AMD / Advanced Micro Devices, Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
DRI / Darden Restaurants, Inc.
ALB / Albemarle Corporation
RTX / RTX Corporation
ECL / Ecolab Inc.
LLY / Eli Lilly and Company
CHI / Calamos Convertible Opportunities and Income Fund
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
MDT / Medtronic plc
HAL / Halliburton Company
WASH / Washington Trust Bancorp, Inc.
CHE / Chemed Corporation
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PFE / Pfizer Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
USB / U.S. Bancorp
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
PSLV / Sprott Physical Silver Trust
EW / Edwards Lifesciences Corporation
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
UBER / Uber Technologies, Inc.
PANW / Palo Alto Networks, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
HPQ / HP Inc.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
GS / The Goldman Sachs Group, Inc.
ROST / Ross Stores, Inc.
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
FICO / Fair Isaac Corporation
EMR / Emerson Electric Co.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
TJX / The TJX Companies, Inc.
CTVA / Corteva, Inc.
PG / The Procter & Gamble Company
IVV / iShares Trust - iShares Core S&P 500 ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ARE / Alexandria Real Estate Equities, Inc.
SPC / Trust for Professional Managers - CrossingBridge Pre-Merger SPAC ETF
AMLI / American Lithium Corp.
EVV / Eaton Vance Limited Duration Income Fund
EFA / iShares Trust - iShares MSCI EAFE ETF
CHTR / Charter Communications, Inc.
DE / Deere & Company
MCD / McDonald's Corporation
ISRG / Intuitive Surgical, Inc.
TFC / Truist Financial Corporation
FAF / First American Financial Corporation
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
NEE / NextEra Energy, Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
CTAS / Cintas Corporation
GOEV / Canoo Inc.
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
SOXX / iShares Trust - iShares Semiconductor ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GLD / SPDR Gold Trust
CARR / Carrier Global Corporation
CABO / Cable One, Inc.
MKC / McCormick & Company, Incorporated
TRV / The Travelers Companies, Inc.
PXD / Pioneer Natural Resources Company
MRNA / Moderna, Inc.
CP / Canadian Pacific Kansas City Limited
MDB / MongoDB, Inc.
ADBE / Adobe Inc.
DLR / Digital Realty Trust, Inc.
VHC / VirnetX Holding Corporation
SFT / Shift Technologies Inc - Class A
HYPR / Hyperfine, Inc.
SIRI / Sirius XM Holdings Inc.
PCG / PG&E Corporation
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
TDG / TransDigm Group Incorporated
SHEL / Shell plc - Depositary Receipt (Common Stock)
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SBAC / SBA Communications Corporation
OXY / Occidental Petroleum Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
OMC / Omnicom Group Inc.
JBLU / JetBlue Airways Corporation
COST / Costco Wholesale Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SOFI / SoFi Technologies, Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
HALO / Halozyme Therapeutics, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
CHY / Calamos Convertible and High Income Fund
DVY / iShares Trust - iShares Select Dividend ETF
INTC / Intel Corporation
ZTS / Zoetis Inc.
TMUS / T-Mobile US, Inc.
MIN / MFS Intermediate Income Trust
SSD / Simpson Manufacturing Co., Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
MSFT / Microsoft Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
DGX / Quest Diagnostics Incorporated
VRTX / Vertex Pharmaceuticals Incorporated
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
ACN / Accenture plc
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CDW / CDW Corporation
KMB / Kimberly-Clark Corporation
WELL / Welltower Inc.
FE / FirstEnergy Corp.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
CNC / Centene Corporation
FC / Franklin Covey Co.
LAZR / Luminar Technologies, Inc.
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
DKNG / DraftKings Inc.
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
CCL / Carnival Corporation & plc
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
HLT / Hilton Worldwide Holdings Inc.
BLND / Blend Labs, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
EIX / Edison International
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
ED / Consolidated Edison, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
RUN / Sunrun Inc.
REGN / Regeneron Pharmaceuticals, Inc.
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
BX / Blackstone Inc.
GBCI / Glacier Bancorp, Inc.
JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
GM / General Motors Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
DECK / Deckers Outdoor Corporation
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
LULU / lululemon athletica inc.
FAST / Fastenal Company
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
XNCR / Xencor, Inc.
GWW / W.W. Grainger, Inc.
MS / Morgan Stanley
PAWZ / ProShares Trust - ProShares Pet Care ETF
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
PDI / PIMCO Dynamic Income Fund
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
XYZ / Block, Inc.
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
ALL / The Allstate Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
LEN / Lennar Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
CRM / Salesforce, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
EXR / Extra Space Storage Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
KHC / The Kraft Heinz Company
WBD / Warner Bros. Discovery, Inc.
WWD / Woodward, Inc.
PSN / Parsons Corporation
ABBV / AbbVie Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
ADM / Archer-Daniels-Midland Company
SPY / SPDR S&P 500 ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
HTO / H2O America
MTSI / MACOM Technology Solutions Holdings, Inc.
EQIX / Equinix, Inc.
CCJ / Cameco Corporation
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
NVS / Novartis AG - Depositary Receipt (Common Stock)
DNMR / Danimer Scientific, Inc.
ICE / Intercontinental Exchange, Inc.
SBUX / Starbucks Corporation
HON / Honeywell International Inc.
APH / Amphenol Corporation
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
GPC / Genuine Parts Company
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
TGT / Target Corporation
WDAY / Workday, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
CSX / CSX Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
DOV / Dover Corporation
ABNB / Airbnb, Inc.
WM / Waste Management, Inc.
BA / The Boeing Company
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
PRU / Prudential Financial, Inc.
C / Citigroup Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
KLAC / KLA Corporation
GD / General Dynamics Corporation
KKR / KKR & Co. Inc.
SHW / The Sherwin-Williams Company
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
AI / C3.ai, Inc.
UNP / Union Pacific Corporation
FOF / Cohen & Steers Closed-End Opportunity Fund, Inc.
HPE / Hewlett Packard Enterprise Company
CB / Chubb Limited
D / Dominion Energy, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SYK / Stryker Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
CMF / iShares Trust - iShares California Muni Bond ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
APO / Apollo Global Management, Inc.
CHD / Church & Dwight Co., Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
MDLZ / Mondelez International, Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
NSC / Norfolk Southern Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
LOW / Lowe's Companies, Inc.
FI / Fiserv, Inc.
MSI / Motorola Solutions, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
KBE / SPDR Series Trust - SPDR S&P Bank ETF
KMI / Kinder Morgan, Inc.
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
ACHR / Archer Aviation Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
MAR / Marriott International, Inc.
NRGV / Energy Vault Holdings, Inc.
SPGI / S&P Global Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SCHW / The Charles Schwab Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
V / Visa Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
INTU / Intuit Inc.
NUE / Nucor Corporation
ORLY / O'Reilly Automotive, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
KEYS / Keysight Technologies, Inc.
MU / Micron Technology, Inc.
HD / The Home Depot, Inc.
LFVN / LifeVantage Corporation
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
HOG / Harley-Davidson, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
ES / Eversource Energy
PH / Parker-Hannifin Corporation
TER / Teradyne, Inc.
OVV / Ovintiv Inc.
F / Ford Motor Company
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
FDS / FactSet Research Systems Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
WMT / Walmart Inc.
TSN / Tyson Foods, Inc.
FNV / Franco-Nevada Corporation
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
IWB / iShares Trust - iShares Russell 1000 ETF
SRE / Sempra
AVGO / Broadcom Inc.
XOM / Exxon Mobil Corporation
LCID / Lucid Group, Inc.
AMT / American Tower Corporation