Market Value623,581,000
Total Holdings609
File Date2024-08-01
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)
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
KNSL / Kinsale Capital Group, Inc.
AME / AMETEK, Inc.
CSCO / Cisco Systems, Inc.
TSLA / Tesla, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
FDX / FedEx Corporation
BAX / Baxter International Inc.
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
PPG / PPG Industries, Inc.
VEEV / Veeva Systems Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
NVEE / NV5 Global, Inc.
AEP / American Electric Power Company, Inc.
FTV / Fortive Corporation
PXJ / Invesco Exchange-Traded Fund Trust - Invesco Oil & Gas Services ETF
MAS / Masco Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
AXP / American Express Company
DHR / Danaher Corporation
CVX / Chevron Corporation
XRAY / DENTSPLY SIRONA Inc.
META / Meta Platforms, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SLB / Schlumberger Limited
MEIP / MEI Pharma, Inc.
VTRS / Viatris Inc.
ETR / Entergy Corporation
DD / DuPont de Nemours, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
CNQ / Canadian Natural Resources Limited
VDE / Vanguard World Fund - Vanguard Energy ETF
CCL / Carnival Corporation & plc
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
TGT / Target Corporation
DLTR / Dollar Tree, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BKNG / Booking Holdings Inc.
CARR / Carrier Global Corporation
COO / The Cooper Companies, Inc.
HD / The Home Depot, Inc.
VMC / Vulcan Materials Company
LEN / Lennar Corporation
MOS / The Mosaic Company
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
NEOG / Neogen Corporation
CLX / The Clorox Company
LHX / L3Harris Technologies, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AMAT / Applied Materials, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
DOV / Dover Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
UTHR / United Therapeutics Corporation
WBD / Warner Bros. Discovery, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
KMB / Kimberly-Clark Corporation
TMUS / T-Mobile US, Inc.
SRPT / Sarepta Therapeutics, Inc.
CCI / Crown Castle Inc.
CBOE / Cboe Global Markets, Inc.
MA / Mastercard Incorporated
ITW / Illinois Tool Works Inc.
ELME / Elme Communities
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
UPS / United Parcel Service, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ACGL / Arch Capital Group Ltd.
GS / The Goldman Sachs Group, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
ICE / Intercontinental Exchange, Inc.
RTX / RTX Corporation
PHYS / Sprott Physical Gold Trust
LEU / Centrus Energy Corp.
KD / Kyndryl Holdings, Inc.
PSA / Public Storage
MRK / Merck & Co., Inc.
TYL / Tyler Technologies, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
TOWN / TowneBank
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AAPL / Apple Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
NLY / Annaly Capital Management, Inc.
MMM / 3M Company
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
SO / The Southern Company
PLUG / Plug Power Inc.
SNPS / Synopsys, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
OEF / iShares Trust - iShares S&P 100 ETF
CSM / ProShares Trust - ProShares Large Cap Core Plus
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
EME / EMCOR Group, Inc.
HUBB / Hubbell Incorporated
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
RCL / Royal Caribbean Cruises Ltd.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SLV / iShares Silver Trust
GEV / GE Vernova Inc.
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
DFS / Discover Financial Services
MMC / Marsh & McLennan Companies, Inc.
FSLR / First Solar, Inc.
SASR / Sandy Spring Bancorp, Inc.
FVCB / FVCBankcorp, Inc.
SCHW / The Charles Schwab Corporation
AWK / American Water Works Company, Inc.
BSX / Boston Scientific Corporation
BLDR / Builders FirstSource, Inc.
LLY / Eli Lilly and Company
MDY / SPDR S&P MidCap 400 ETF Trust
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
ETN / Eaton Corporation plc
NEU / NewMarket Corporation
FULT / Fulton Financial Corporation
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
DDOG / Datadog, Inc.
DE / Deere & Company
IVV / iShares Trust - iShares Core S&P 500 ETF
VNT / Vontier Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PNC / The PNC Financial Services Group, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DELL / Dell Technologies Inc.
NSC / Norfolk Southern Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
CCEP / Coca-Cola Europacific Partners PLC
MDLZ / Mondelez International, Inc.
FCX / Freeport-McMoRan Inc.
CLVT / Clarivate Plc
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
AYI / Acuity Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
BEDZ / AdvisorShares Trust - AdvisorShares Hotel ETF
CMI / Cummins Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
MATX / Matson, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
YUM / Yum! Brands, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
ADBE / Adobe Inc.
WSM / Williams-Sonoma, Inc.
CEF / Sprott Physical Gold and Silver Trust
EPD / Enterprise Products Partners L.P. - Limited Partnership
EXP / Eagle Materials Inc.
IBM / International Business Machines Corporation
ROK / Rockwell Automation, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
COR / Cencora, Inc.
GE / General Electric Company
OC / Owens Corning
EW / Edwards Lifesciences Corporation
DG / Dollar General Corporation
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
REPX / Riley Exploration Permian, Inc.
ELV / Elevance Health, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
ET / Energy Transfer LP - Limited Partnership
MDT / Medtronic plc
WMB / The Williams Companies, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ECL / Ecolab Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CAT / Caterpillar Inc.
SLF / Sun Life Financial Inc.
AMD / Advanced Micro Devices, Inc.
SWX / Southwest Gas Holdings, Inc.
TROW / T. Rowe Price Group, Inc.
ALC / Alcon Inc.
HTGC / Hercules Capital, Inc.
AMWD / American Woodmark Corporation
UA / Under Armour, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
BAP / Credicorp Ltd.
EGP / EastGroup Properties, Inc.
FTI / TechnipFMC plc
C.WSA / Citigroup, Inc.
PCG / PG&E Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
BX / Blackstone Inc.
ATMU / Atmus Filtration Technologies Inc.
FE / FirstEnergy Corp.
DEO / Diageo plc - Depositary Receipt (Common Stock)
CCJ / Cameco Corporation
BAM / Brookfield Asset Management Ltd.
TDC / Teradata Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
CVS / CVS Health Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
JMSB / John Marshall Bancorp, Inc.
BGR / BlackRock Energy and Resources Trust
SYK / Stryker Corporation
O / Realty Income Corporation
PG / The Procter & Gamble Company
IWC / iShares Trust - iShares Micro-Cap ETF
IAU / iShares Gold Trust
TJX / The TJX Companies, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
HWM / Howmet Aerospace Inc.
LRCX / Lam Research Corporation
EQC.PRD / Equity Commonwealth - Preferred Stock
FLO / Flowers Foods, Inc.
DXC / DXC Technology Company
LMT / Lockheed Martin Corporation
LYB / LyondellBasell Industries N.V.
T / AT&T Inc.
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
HII / Huntington Ingalls Industries, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
UNIT / Unity Group LLC
GILD / Gilead Sciences, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
PFE / Pfizer Inc.
PAYC / Paycom Software, Inc.
KXI / iShares Trust - iShares Global Consumer Staples ETF
CI / The Cigna Group
OHI / Omega Healthcare Investors, Inc.
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
STAG / STAG Industrial, Inc.
LH / Labcorp Holdings Inc.
COMP / Compass, Inc.
RMR / The RMR Group Inc.
DJT / Trump Media & Technology Group Corp.
FDS / FactSet Research Systems Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
ADT / ADT Inc.
PXD / Pioneer Natural Resources Company
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
SVC / Service Properties Trust
RGR / Sturm, Ruger & Company, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
OLN / Olin Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
EPR / EPR Properties
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
DAPP / VanEck ETF Trust - VanEck Digital Transformation ETF
CTAS / Cintas Corporation
GWW / W.W. Grainger, Inc.
SJM / The J. M. Smucker Company
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
CLDI / Calidi Biotherapeutics, Inc.
AAL / American Airlines Group Inc.
MSM / MSC Industrial Direct Co., Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
KMX / CarMax, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
TGNA / TEGNA Inc.
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
RCKT / Rocket Pharmaceuticals, Inc.
DKNG / DraftKings Inc.
CRSP / CRISPR Therapeutics AG
CARS / Cars.com Inc.
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
ODFL / Old Dominion Freight Line, Inc.
DNB / Dun & Bradstreet Holdings, Inc.
HPE / Hewlett Packard Enterprise Company
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
LULU / lululemon athletica inc.
GDRX / GoodRx Holdings, Inc.
SWN / Southwestern Energy Company
GMED / Globus Medical, Inc.
TOON / Kartoon Studios Inc.
KVUE / Kenvue Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
AIG / American International Group, Inc.
BN / Brookfield Corporation
TEAM / Atlassian Corporation
ALGN / Align Technology, Inc.
CHWY / Chewy, Inc.
AHT / Ashford Hospitality Trust, Inc.
JBL / Jabil Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November
XRLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
KEYS / Keysight Technologies, Inc.
FSLY / Fastly, Inc.
BTCS / BTCS Inc.
HUBS / HubSpot, Inc.
SIRI / Sirius XM Holdings Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
TELL / Tellurian Inc.
COP / ConocoPhillips
TEL / TE Connectivity plc
FATE / Fate Therapeutics, Inc.
ADI / Analog Devices, Inc.
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
MEMS / Matthews International Funds - Matthews Emerging Markets Discovery Active ETF
WRB / W. R. Berkley Corporation
APH / Amphenol Corporation
AUB / Atlantic Union Bankshares Corporation
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
MKC / McCormick & Company, Incorporated
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
SEDG / SolarEdge Technologies, Inc.
AA / Alcoa Corporation
OGN / Organon & Co.
ABT / Abbott Laboratories
BWA / BorgWarner Inc.
UBER / Uber Technologies, Inc.
MELI / MercadoLibre, Inc.
PH / Parker-Hannifin Corporation
GRAL / GRAIL, Inc.
CTSH / Cognizant Technology Solutions Corporation
SPY / SPDR S&P 500 ETF
GIS / General Mills, Inc.
MS / Morgan Stanley
KHC / The Kraft Heinz Company
BALL / Ball Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
WELL / Welltower Inc.
APD / Air Products and Chemicals, Inc.
NXPI / NXP Semiconductors N.V.
ZIMV / ZimVie Inc.
PLTR / Palantir Technologies Inc.
ORLY / O'Reilly Automotive, Inc.
PPL / PPL Corporation
SHOP / Shopify Inc.
COST / Costco Wholesale Corporation
JNJ / Johnson & Johnson
MCK / McKesson Corporation
CDNS / Cadence Design Systems, Inc.
ANET / Arista Networks Inc
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
INSM / Insmed Incorporated
NOV / NOV Inc.
CB / Chubb Limited
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
GL / Globe Life Inc.
AMT / American Tower Corporation
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
TXN / Texas Instruments Incorporated
HPQ / HP Inc.
MUR / Murphy Oil Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MARA / MARA Holdings, Inc.
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
IBB / iShares Trust - iShares Biotechnology ETF
GD / General Dynamics Corporation
BAC / Bank of America Corporation
IWV / iShares Trust - iShares Russell 3000 ETF
VRTX / Vertex Pharmaceuticals Incorporated
TFC / Truist Financial Corporation
F / Ford Motor Company
JPM / JPMorgan Chase & Co.
MSFT / Microsoft Corporation
J / Jacobs Solutions Inc.
VNO / Vornado Realty Trust
DLR / Digital Realty Trust, Inc.
UAA / Under Armour, Inc.
EMR / Emerson Electric Co.
FAST / Fastenal Company
SHEL / Shell plc - Depositary Receipt (Common Stock)
MP / MP Materials Corp.
SBUX / Starbucks Corporation
UNH / UnitedHealth Group Incorporated
OGS / ONE Gas, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
OVV / Ovintiv Inc.
AFL / Aflac Incorporated
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
SOLV / Solventum Corporation
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
MCO / Moody's Corporation
NEE / NextEra Energy, Inc.
PCAR / PACCAR Inc
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BMY / Bristol-Myers Squibb Company
PAYX / Paychex, Inc.
JCI / Johnson Controls International plc
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
EXAS / Exact Sciences Corporation
GPC / Genuine Parts Company
ARCC / Ares Capital Corporation
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
UNP / Union Pacific Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
TRV / The Travelers Companies, Inc.
MO / Altria Group, Inc.
LH / Labcorp Holdings Inc.
TSCO / Tractor Supply Company
CRWD / CrowdStrike Holdings, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
AMGN / Amgen Inc.
STZ / Constellation Brands, Inc.
MSI / Motorola Solutions, Inc.
EXPD / Expeditors International of Washington, Inc.
SWK / Stanley Black & Decker, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
D / Dominion Energy, Inc.
HCA / HCA Healthcare, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
VNOM / Viper Energy, Inc.
PRU / Prudential Financial, Inc.
GLW / Corning Incorporated
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
HBI / Hanesbrands Inc.
ISRG / Intuitive Surgical, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
VZ / Verizon Communications Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
WFC / Wells Fargo & Company
BIIB / Biogen Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ABNB / Airbnb, Inc.
ROP / Roper Technologies, Inc.
USB / U.S. Bancorp
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
NFLX / Netflix, Inc.
PANW / Palo Alto Networks, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PSTG / Pure Storage, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
MTN / Vail Resorts, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
VRSK / Verisk Analytics, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
QSR / Restaurant Brands International Inc.
WAL / Western Alliance Bancorporation
NOW / ServiceNow, Inc.
XOM / Exxon Mobil Corporation
V / Visa Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
CME / CME Group Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
WBA / Walgreens Boots Alliance, Inc.
TYG / Tortoise Energy Infrastructure Corporation
NEM / Newmont Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
EMC / Global X Funds - Global X Emerging Markets Great Consumer ETF
SPGI / S&P Global Inc.
DUK / Duke Energy Corporation
PFS / Provident Financial Services, Inc.
EOG / EOG Resources, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
GTLS / Chart Industries, Inc.
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
GOOG / Alphabet Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
GHC / Graham Holdings Company
FCN / FTI Consulting, Inc.
NOC / Northrop Grumman Corporation
ZTS / Zoetis Inc.
GXO / GXO Logistics, Inc.
SMB / VanEck ETF Trust - VanEck Short Muni ETF
AES / The AES Corporation
DGX / Quest Diagnostics Incorporated
IDXX / IDEXX Laboratories, Inc.
DNOW / DNOW Inc.
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
TMO / Thermo Fisher Scientific Inc.
TREX / Trex Company, Inc.
LDOS / Leidos Holdings, Inc.
AZZ / AZZ Inc.
MTCH / Match Group, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
URI / United Rentals, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
LOW / Lowe's Companies, Inc.
UAL / United Airlines Holdings, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
CSL / Carlisle Companies Incorporated
GM / General Motors Company
FI / Fiserv, Inc.
PEP / PepsiCo, Inc.
UBSI / United Bankshares, Inc.
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
CRM / Salesforce, Inc.
SRE / Sempra
MAR / Marriott International, Inc.
ENR / Energizer Holdings, Inc.
EVRG / Evergy, Inc.
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
RNW / ReNew Energy Global Plc
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
MCHP / Microchip Technology Incorporated
ADM / Archer-Daniels-Midland Company
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
MU / Micron Technology, Inc.
GOOD / Gladstone Commercial Corporation
CBRE / CBRE Group, Inc.
YUMC / Yum China Holdings, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
PLD / Prologis, Inc.
JETS / ETF Series Solutions - U.S. Global Jets ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
BRK.B / Berkshire Hathaway Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
VAC / Marriott Vacations Worldwide Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
HRTX / Heron Therapeutics, Inc.
IHAK / iShares Trust - iShares Cybersecurity and Tech ETF
NIO / NIO Inc. - Depositary Receipt (Common Stock)
PSX / Phillips 66
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PHM / PulteGroup, Inc.
FNV / Franco-Nevada Corporation
AMZN / Amazon.com, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ORCL / Oracle Corporation
HON / Honeywell International Inc.
ADSK / Autodesk, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
COF / Capital One Financial Corporation
QCOM / QUALCOMM Incorporated
IFGL / iShares Trust - iShares International Developed Real Estate ETF
SOXQ / Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
SHW / The Sherwin-Williams Company
DAL / Delta Air Lines, Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VLO / Valero Energy Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
PGR / The Progressive Corporation
GOOGL / Alphabet Inc.
IFF / International Flavors & Fragrances Inc.
OKE / ONEOK, Inc.
DIS / The Walt Disney Company
PM / Philip Morris International Inc.
CNC / Centene Corporation
BRO / Brown & Brown, Inc.
FTRE / Fortrea Holdings Inc.
CINF / Cincinnati Financial Corporation
GEHC / GE HealthCare Technologies Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BK / The Bank of New York Mellon Corporation
SQ / Block, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
RYN / Rayonier Inc.
BIPC / Brookfield Infrastructure Corporation
LIN / Linde plc
SYY / Sysco Corporation
MPC / Marathon Petroleum Corporation
EA / Electronic Arts Inc.
NKE / NIKE, Inc.
QQQ / Invesco QQQ Trust, Series 1
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
ED / Consolidated Edison, Inc.
CHD / Church & Dwight Co., Inc.
ILMN / Illumina, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
MKL / Markel Group Inc.
INTU / Intuit Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
NVS / Novartis AG - Depositary Receipt (Common Stock)
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
TPH / Tri Pointe Homes, Inc.
OTIS / Otis Worldwide Corporation
MLM / Martin Marietta Materials, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
ARTY / iShares Trust - iShares Future AI & Tech ETF
BNL / Broadstone Net Lease, Inc.
CMG / Chipotle Mexican Grill, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
MET / MetLife, Inc.
CG / The Carlyle Group Inc.
DHI / D.R. Horton, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
WSO / Watsco, Inc.
KMI / Kinder Morgan, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
ADP / Automatic Data Processing, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CMCSA / Comcast Corporation
BA / The Boeing Company
WMT / Walmart Inc.
TTD / The Trade Desk, Inc.
KO / The Coca-Cola Company
AVGO / Broadcom Inc.
MCD / McDonald's Corporation
GLD / SPDR Gold Trust
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
NVDA / NVIDIA Corporation
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
WPM / Wheaton Precious Metals Corp.
TSEM / Tower Semiconductor Ltd.
PYPL / PayPal Holdings, Inc.
ACN / Accenture plc
INTC / Intel Corporation
ABBV / AbbVie Inc.
WM / Waste Management, Inc.
SNOW / Snowflake Inc.
AMP / Ameriprise Financial, Inc.
CL / Colgate-Palmolive Company
C / Citigroup Inc.
STLA / Stellantis N.V.
CSX / CSX Corporation
VLTO / Veralto Corporation