Market Value505,522
Total Holdings359
File Date2021-05-17
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)
MTCH / Match Group, Inc.
THS / TreeHouse Foods, Inc.
GHY / PGIM Global High Yield Fund, Inc
TWND.U / Tailwind Acquisition Corp. Units, each consisting of one share of Class A common stock and one-half
LCAP / Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
EQD / Equity Distribution Acquisition Corp - Class A
MOTV / Motive Capital Corp - Class A
FDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - December
GWP / GW Pharmaceuticals plc
MCA / BlackRock MuniYield California Quality Fund Inc
IBDM / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Corporate ETF
DTF / DTF Tax-Free Income 2028 Term Fund Inc.
TEKK / Tekkorp Digital Acquisition Corp - Class A
NMMC / North Mountain Merger Corp - Class A
FINM / Marlin Technology Corp - Class A
MSB / Mesabi Trust
SVOK / Seven Oaks Acquisition Corp - Class A
FLAC / Frazier Lifesciences Acquisition Corp - Class A
NBW / Neuberger Berman California Municipal Fund Inc
HCCCU / Healthcare Capital Corp - Units (1 Ord Class A & 1/2 War)
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
IGAC / IG Acquisition Corp - Class A
BLTSU / Bright Lights Acquisition Corp - Units (1 Ord Share Class A & 1/2 War)
GMBT / Queens Gambit Growth Capital - Class A
RICE / Rice Acquisition Corp - Class A
ESDIW / Eastside Distilling, Inc. Warrant to Purchase One Half of a
TACA / Trepont Acquisition Corp I - Class A
MUDS / Mudrick Capital Acquisition Corp II - Class A
OCA / Omnichannel Acquisition Corp - Class A
SWET / Athlon Acquisition Corp - Class A
MKTW / MarketWise, Inc.
AAC.U / Ares Acquisition Corporation - Units (1 Ord Share Class A & 1/3 War)
49878L208 / KludeIn I Acquisition Corp.
LOKB / Live Oak Acquisition Corp II - Class A
STPC / Star Peak Corp II - Class A
BWAC / Better World Acquisition Corp
ORGN / Origin Materials, Inc.
US90117G1058 / TWC Tech Holdings II Corp
AVAN / Avanti Acquisition Corp - Class A
VOSOU / Wejo Group Ltd - Units (1 Ord Class A & 1/2 War)
ERESU / Abacus Life Inc - Units (1 Ord Class A & 1/2 War)
FST / FAST Acquisition Corp - Class A
WIZ / EA Series Trust - Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
TMC / TMC the metals company Inc.
OACB.U / Oaktree Acquisition Corp. II
AU0000031767 / Churchill Capital Corp II Class A
IPOF.U / Social Capital Hedosophia Holdings Corp. VI Units, each consisting of one Class A ordinary share and
SVOKU / Seven Oaks Acquisition Corp - Units (1 Ord Class A & 1/2 War)
SRSAU / Sarissa Capital Acquisition Corp - Units (1 Ord Share Class A & 1/3 War)
ATIP / ATI Physical Therapy, Inc.
EQD.U / Equity Distribution Acquisition Corp. Units, each consisting of one share of Class A common stock, a
PAYX / Paychex, Inc.
FUSE / Fusion Acquisition Corp - Class A
BAM / Brookfield Asset Management Ltd.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
MO / Altria Group, Inc.
EUSG / European Sustainable Growth Acquisition Corp - Class A
FSNB.U / Fusion Acquisition Corp. II Units, each consisting of one share of Class A common stock and one-thir
MLACU / Mountain Lake Acquisition Corp. - Debt/Equity Composite Units
US83088V1026 / Slack Technologies Inc
FDX / FedEx Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ACN / Accenture plc
ECL / Ecolab Inc.
UPS / United Parcel Service, Inc.
AXP / American Express Company
NRACU / Northern Revival Acquisition Corp - Units (1 Ord Class A & 1/3 War)
ZNTE / Zanite Acquisition Corp - Class A
TPL / Texas Pacific Land Corporation
SCHW / The Charles Schwab Corporation
TGT / Target Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ACEV / ACE Convergence Acquisition Corp - Class A
IWF / iShares Trust - iShares Russell 1000 Growth ETF
GOAC / GO Acquisition Corp - Class A
US92244F1093 / VectoIQ Acquisition Corp. II, Class A
OACB / Oaktree Acquisition Corp II - Class A
FMAC / FirstMark Horizon Acquisition Corp - Class A
TINV / Tiga Acquisition Corp - Class A
SPAQ.U / Spartan Energy Acquisition Corp Units (each consisting of one Class A and one-third of
VTA / Invesco Dynamic Credit Opportunities Fund
TWNI.U / Tailwind International Acquisition Corp. Units, each consisting of one Class A ordinary share and on
COLIU / Colicity Inc - Units (1 Ord Share Class A & 1/5 War)
ERES / Abacus Life Inc - Class A
SRSA / Sarissa Capital Acquisition Corp - Class A
RTPY / Reinvent Technology Partners Y - Class A
12520C208 / CF Acquisition Corp VIII
ETAC / E.Merge Technology Acquisition Corp - Class A
CLRMU / Clarim Acquisition Corp - Units (1 Ord Class A & 1/3 War)
US4437602026 / Hudson Executive Investment Corp II
FVT.U / Fortress Value Acquisition Corp. III Units, each consisting of one share of Class A common stock and
RMGCU / RMG Acquisition Corp III - Units (1 Ord Share Class A & 1/5 War)
SPNV / Supernova Partners Acquisition Company Inc - Class A
739190205 / Power & Digital Infrastructure Acquisition Corp.
PICC.U / Pivotal Investment Corporation III Units, each consisting of one share of Class A common stock and o
FCAX.U / Fortress Capital Acquisition Corp. Units, each consisting of one Class A ordinary share and one-fift
ACII.U / Atlas Crest Investment Corp. II Units, each consisting of one Class A common stock, $.0001 par value
SCLE / Broadscale Acquisition Corp - Class A
26829T209 / ECP Environmental Growth Opportunities Corp.
CFV / CF Acquisition Corp V - Class A
98880C201 / Z-Work Acquisition Corp.
PPGHU / Gogoro Inc - Units (1 Ord Class A & 1/2 War)
JWSM.U / Jaws Mustang Acquisition Corporation - Units (1 Ord Share Class A & 1/
ADEX.U / Adit EdTech Acquisition Corp Units, each consisting of one share of common stock, and one-half of on
BLUA.U / BlueRiver Acquisition Corp. Units, each consisting of one Class A ordinary share, and one-third of a
EPWR.U / Empowerment & Inclusion Capital I Corp. Units, each consisting of one share of Class A common stock
29408N205 / ENVIRONMENTAL IM
TMPMU / Turmeric Acquisition Corp - Units (1 Ord Share Class A & 1/3 War)
SV / Spring Valley Acquisition Corp - Class A
ADER / 26 Capital Acquisition Corp - Class A
RACB / Research Alliance Corp II - Class A
XPOA / DPCM Capital Inc - Class A
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
SLAC.U / Social Leverage Acquisition Corp I Units, each consisting of one share of Class A common stock and o
CTAQU / Carney Technology Acquisition Corp II - Units (1 Ord Share Class A & 1/3 War)
MCAP / MCAP Inc.
CFIV / CF Acquisition Corp. IV - Class A
FVAM / 5:01 Acquisition Corp.
HIGA / H.I.G. Acquisition Corp - Class A
CFVIU / Rumble Inc - Units (1 Ord Class A & 1/4 War)
EVV / Eaton Vance Limited Duration Income Fund
NGAB / Northern Genesis Acquisition Corp II
PACXU / Pioneer Merger Corp - Units (1 Ord Share Class A & 1/3 War)
BAC / Bank of America Corporation
KINZ / KINS Technology Group Inc - Class A
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MSI / Motorola Solutions, Inc.
NAD / Nuveen Quality Municipal Income Fund
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
MARB / First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF
CMCSA / Comcast Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
DE / Deere & Company
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
USB / U.S. Bancorp
AAPL / Apple Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
WMT / Walmart Inc.
VZ / Verizon Communications Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
MSFT / Microsoft Corporation
XOM / Exxon Mobil Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
EVGO / EVgo, Inc.
CND / Concord Acquisition Corp - Class A
SPFR / Jaws Spitfire Acquisition Corp - Class A
NKE / NIKE, Inc.
COOL / Corner Growth Acquisition Corp.
DUK / Duke Energy Corporation
GLD / SPDR Gold Trust
BCS / Barclays PLC - Depositary Receipt (Common Stock) Put
KAIRU / Kairos Acquisition Corp - Units (1 Ord Class A & 1/2 War)
KYG372881188 / Fintech Acquisition Corp. III
DWIN.U / Delwinds Insurance Acquisition Corp. Units, each consisting of one share of Class A common stock, an
DMYI.U / dMY Technology Group, Inc. III Units, each consisting of one share of Class A common stock and one-f
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
LYFT / Lyft, Inc.
OPAD / Offerpad Solutions Inc.
EMR / Emerson Electric Co.
LCID / Lucid Group, Inc.
OPFI / OppFi Inc.
ETACU / E.Merge Technology Acquisition Corp - Units (1 Ord Share Class A & 1/3 War)
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
WTW / Willis Towers Watson Public Limited Company
MON / Monument Circle Acquisition Corp - Class A
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MDT / Medtronic plc
BMY / Bristol-Myers Squibb Company
IWR / iShares Trust - iShares Russell Mid-Cap ETF
JCICU / Jack Creek Investment Corp - Units (1 Ord Share Class A & 1/2 War)
SRZN / Surrozen, Inc.
HON / Honeywell International Inc.
DHHC / DiamondHead Holdings Corp - Class A
BTAQU / Burgundy Technology Acquisition Corp - Units (1 Ord Class A & 1/2 War)
LVOX / LiveVox Holdings, Inc.
SBUX / Starbucks Corporation
SEAH.U / Sports Entertainment Acquisition Corp. Units, each consisting of one share of Class A ,
IGACU / IG Acquisition Corp - Units (1 Ord Share Class A & 1/2 War)
636220204 / National General Holdings Corp
WE / WeWork Inc - Class A
SVXY / ProShares Trust II - ProShares Short VIX Short-Term Futures ETF
US92220P1057 / Varian Medical Systems, Inc.
/ Juniper Industrial Holdings Inc
TWND / Tailwind Acquisition Corp - Class A
/ Spartan Acquisition Corp. II Units, each consisting of one share of Class A common stock, and one-ha
LOKB.U / Live Oak Acquisition Corp. II Units, each consisting of one share of Class A common stock and one-th
CFIVU / CF Acquisition Corp. IV - Units (1 Ord Class A & 1/3 War)
MUDSU / Mudrick Capital Acquisition Corp II - Units (1 Ord Share Class A & 1/2 War)
GIM / Templeton Global Income Fund
VRTIX / Vanguard Scottsdale Funds - Vanguard Russell 2000 Index Fund Institutional Shares
CCV.U / Churchill Capital Corp V Units, each consisting of one share of Class A common stock, and one-fourth
EFR / Eaton Vance Senior Floating-Rate Trust
CYXT / Cyxtera Technologies Inc - Class A
RBAC / RedBall Acquisition Corp - Class A
KYG760831159 / RMG Acquisition Corp. II Unit
XPOA.U / DPCM Capital, Inc. Units, each consisting of one share of Class A common stock and one-third of one
PGJ / Invesco Exchange-Traded Fund Trust - Invesco Golden Dragon China ETF
PIAI / Prime Impact Acquisition I - Class A
IIPR / Innovative Industrial Properties, Inc.
TSLA / Tesla, Inc.
RSF / RiverNorth Capital and Income Fund, Inc.
SOFI / SoFi Technologies, Inc.
VYGG / Vy Global Growth - Class A
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
G78516203 / SC Health Corp
BTAQ / Burgundy Technology Acquisition Corp - Class A
HZAC / Horizon Acquisition Corp - Class A
NAACU / North Atlantic Acquisition Corp - Units (1 Ord Share Class A & 1/3 War)
DTEA / Davidstea Inc
KYG9442R1002 / Vector Acquisition Corporation Unit
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SEAH / Super Group (SGHC) Limited - Class A
HTPA.U / Highland Transcend Partners I Corp. Units, each consisting of one Class A ordinary share and one-thi
YAC / SIGNA Sports United N.V. - Class A
US83407F2002 / Software Acquisition Group, Inc. II
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
RCG / RENN Fund, Inc.
PMVC.U / PMV Consumer Acquisition Corp. Units, each consisting of one share of Class A common stock and one-h
GPACU / Global Partner Acquisition Corp II - Units (1 Ord Class A, 1/6 War & 1 CVR )
SCOAU / ScION Tech Growth I - Units (1 Ord Share Class A & 1/3 War)
FLOT / iShares Trust - iShares Floating Rate Bond ETF
BHTG / BioHiTech Global Inc
LVWR / LiveWire Group, Inc.
C.WSA / Citigroup, Inc.
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
KLDW / Investment Managers Series Trust II - AXS Knowledge Leaders ETF
CMF / iShares Trust - iShares California Muni Bond ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
/ Replay Acquisition Corp.
IIM / Invesco Value Municipal Income Trust
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
HTPA / Highland Transcend Partners I Corp - Class A
NLY / Annaly Capital Management, Inc.
FNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November
MYC / BlackRock MuniYield California Fund Inc
BDX / Becton, Dickinson and Company
CHPM / CHP Merger Corp - Class A
US75606N1090 / RealPage Inc
08179B103 / BENESSERE CAPITAL ACQUISITION CORP
US40425J1016 / HMS Holdings Corp.
US30224P2002 / Extended Stay America Inc
US7153471005 / Perspecta Inc
US7786731031 / Roth Ch Acquisition II Co.
US72941B1061 / Pluralsight Inc
KURI / Alkuri Global Acquisition Corp - Class A
FTAA / FTAC Athena Acquisition Corp - Class A
SRNGU / Soaring Eagle Acquisition Corp - Units (1 Ord Share Class A & 1/5 War)
ICF / iShares Trust - iShares Select U.S. REIT ETF
AMHC / Amplitude Healthcare Acquisition Corp - Class A
GLBLU / Cartesian Growth Corp - Units (1 Ord Share Class A & 1/3 War)
G0232J101 / Alussa Energy Acquisition Corp
ARKK / ARK ETF Trust - ARK Innovation ETF
US45772F1075 / Inphi Corporation
BKNG / Booking Holdings Inc.
SHCR / Sharecare, Inc.
AKIC / Sports Ventures Acquisition Corp - Class A
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
CRSP / CRISPR Therapeutics AG
IAC / IAC Inc.
CHRW / C.H. Robinson Worldwide, Inc.
CMPO / CompoSecure, Inc.
BLSA / BCLS Acquisition Corp - Class A
BIOTU / Biotech Acquisition Co - Units (1 Ord Class A & 1/2 War)
HZON.U / Horizon Acquisition Corporation II Units, each consisting of one Class A ordinary share and one-thir
VLTA / Volta Inc - Class A
/ Gigcapital4 Inc
/ Watford Holdings Ltd. 8.5% Cumulative Redeemable Preference Shares
OBLG / Oblong, Inc.
STWO / ACON S2 Acquisition Corp - Class A
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
NAC / Nuveen California Quality Municipal Income Fund
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
MLPA / Global X Funds - Global X MLP ETF
IDV / iShares Trust - iShares International Select Dividend ETF
ATH / Athene Holding Ltd - Class A
SMFR / Sema4 Holdings Corp - Class A
IQI / Invesco Quality Municipal Income Trust
JFR / Nuveen Floating Rate Income Fund
ISD / PGIM High Yield Bond Fund, Inc.
AWF / AllianceBernstein Global High Income Fund
KTF / DWS Municipal Income Trust
TREB / Trebia Acquisition Corp - Class A
NRGV / Energy Vault Holdings, Inc.
ATA / Americas Technology Acquisition Corp
ATA.U / Americas Technology Acquisition Corp. Units, each consisting of one Ordinary Share and one half of R
AUD / Audacy Inc - Class A
VIIAU / 7GC & Co Holdings Inc - Units (1 Ord Share Class A & 1/2 War)
PRU / Prudential Financial, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
CLX / The Clorox Company
PMVC / PMV Consumer Acquisition Corp.
DLCAU / Deep Lake Capital Acquisition Corp - Units (1 Ord Class A & 1/2 War)
DHI / D.R. Horton, Inc.
CELU / Celularity Inc.
PRSR / Prospector Capital Corp.
APSG / Global Business Travel Group Inc - Class A
AEAC / Authentic Equity Acquisition Corp - Class A
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund
FPA / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Asia Pacific Ex-Japan AlphaDEX Fund
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
GE / General Electric Company
CEF / Sprott Physical Gold and Silver Trust
CBRE / CBRE Group, Inc.
PRPB / Getty Images Holdings Inc - Class A
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
DNP / DNP Select Income Fund Inc.
SREV / ServiceSource International Inc
DALT / Two Roads Shared Trust - Anfield Diversified Alternatives ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
OMCL / Omnicell, Inc.
IBDN / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Corporate ETF
UNP / Union Pacific Corporation
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
PYPL / PayPal Holdings, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IAU / iShares Gold Trust
VVR / Invesco Senior Income Trust
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
NEE / NextEra Energy, Inc.
AFB / AllianceBernstein National Municipal Income Fund, Inc.
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MUB / iShares Trust - iShares National Muni Bond ETF
CMI / Cummins Inc.
GOOGL / Alphabet Inc.
CME / CME Group Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
KO / The Coca-Cola Company
JPM / JPMorgan Chase & Co.
AMZN / Amazon.com, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
GOOG / Alphabet Inc.
GALT / Galectin Therapeutics Inc.
IBM / International Business Machines Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ABBV / AbbVie Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
EVM / Eaton Vance California Municipal Bond Fund
NTRS / Northern Trust Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PEP / PepsiCo, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
T / AT&T Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SPY / SPDR S&P 500 ETF
COST / Costco Wholesale Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
CVX / Chevron Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
GS / The Goldman Sachs Group, Inc.
DSL / DoubleLine Income Solutions Fund
PG / The Procter & Gamble Company
PFE / Pfizer Inc.
BR / Broadridge Financial Solutions, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
OEF / iShares Trust - iShares S&P 100 ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
QQQ / Invesco QQQ Trust, Series 1
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BFZ / BlackRock California Municipal Income Trust
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
MUI / BlackRock Municipal Income Fund, Inc.
MMM / 3M Company
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
V / Visa Inc.
MYI / BlackRock MuniYield Quality Fund III, Inc.
MA / Mastercard Incorporated
NVDA / NVIDIA Corporation
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
PRAA / PRA Group, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
FINS / Angel Oak Financial Strategies Income Term Trust
BK / The Bank of New York Mellon Corporation
ORCL / Oracle Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
ABT / Abbott Laboratories
INTC / Intel Corporation
LLY / Eli Lilly and Company
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
HD / The Home Depot, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
DVY / iShares Trust - iShares Select Dividend ETF
IBB / iShares Trust - iShares Biotechnology ETF
META / Meta Platforms, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
CAG / Conagra Brands, Inc.
MS / Morgan Stanley
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CSCO / Cisco Systems, Inc.
UNH / UnitedHealth Group Incorporated
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
BRK.B / Berkshire Hathaway Inc.
TMO / Thermo Fisher Scientific Inc.
RPM / RPM International Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
JNJ / Johnson & Johnson
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
DIS / The Walt Disney Company
GLPI / Gaming and Leisure Properties, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
MCD / McDonald's Corporation
AMGN / Amgen Inc.
MRK / Merck & Co., Inc.
BRK.A / Berkshire Hathaway Inc.
NOW / ServiceNow, Inc.
CAT / Caterpillar Inc.