Market Value185,219,305
Total Holdings750
File Date2024-08-07
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)
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
HWM / Howmet Aerospace Inc.
CAT / Caterpillar Inc.
IWX / iShares Trust - iShares Russell Top 200 Value ETF
BLNK / Blink Charging Co.
CPRT / Copart, Inc.
COR / Cencora, Inc.
SBNY / Signature Bank
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
HUM / Humana Inc.
EVRG / Evergy, Inc.
COUP / Coupa Software Inc
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
GLD / SPDR Gold Trust
AAWW / Atlas Air Worldwide Holdings Inc.
KMI / Kinder Morgan, Inc.
MMC / Marsh & McLennan Companies, Inc.
BE / Bloom Energy Corporation
POOL / Pool Corporation
OVV / Ovintiv Inc.
MTN / Vail Resorts, Inc.
REG / Regency Centers Corporation
IQV / IQVIA Holdings Inc.
HUBS / HubSpot, Inc.
VRSN / VeriSign, Inc.
SHOP / Shopify Inc.
BEN / Franklin Resources, Inc.
SYF / Synchrony Financial
ABNB / Airbnb, Inc.
WMT / Walmart Inc.
MTD / Mettler-Toledo International Inc.
ACN / Accenture plc
BMY / Bristol-Myers Squibb Company
ETSY / Etsy, Inc.
KD / Kyndryl Holdings, Inc.
PARA / Paramount Global
CI / The Cigna Group
RSG / Republic Services, Inc.
AIG / American International Group, Inc.
QQQ / Invesco QQQ Trust, Series 1
ANET / Arista Networks Inc
MKTX / MarketAxess Holdings Inc.
VMC / Vulcan Materials Company
WM / Waste Management, Inc.
F / Ford Motor Company
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
CTAS / Cintas Corporation
AON / Aon plc
IFF / International Flavors & Fragrances Inc.
BBWI / Bath & Body Works, Inc.
EBAY / eBay Inc.
DVA / DaVita Inc.
EW / Edwards Lifesciences Corporation
NKE / NIKE, Inc.
TFX / Teleflex Incorporated
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
RIVN / Rivian Automotive, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
DIS / The Walt Disney Company
HON / Honeywell International Inc.
PCG / PG&E Corporation
IAC / IAC Inc.
PWR / Quanta Services, Inc.
CSX / CSX Corporation
AVAV / AeroVironment, Inc.
VTRS / Viatris Inc.
ADSK / Autodesk, Inc.
DLR / Digital Realty Trust, Inc.
FRCB / First Republic Bank
NOW / ServiceNow, Inc.
CL / Colgate-Palmolive Company
CBU / Community Financial System, Inc.
NEM / Newmont Corporation
ZION / Zions Bancorporation, National Association
MRNA / Moderna, Inc.
O / Realty Income Corporation
FIS / Fidelity National Information Services, Inc.
INTU / Intuit Inc.
BAH / Booz Allen Hamilton Holding Corporation
TRUP / Trupanion, Inc.
ZS / Zscaler, Inc.
DGX / Quest Diagnostics Incorporated
FANG / Diamondback Energy, Inc.
AKAM / Akamai Technologies, Inc.
ACM / AECOM
APA / APA Corporation
APH / Amphenol Corporation
DD / DuPont de Nemours, Inc.
V / Visa Inc.
JOE / The St. Joe Company
BX / Blackstone Inc.
SWK / Stanley Black & Decker, Inc.
CCI / Crown Castle Inc.
KEYS / Keysight Technologies, Inc.
TECH / Bio-Techne Corporation
IPG / The Interpublic Group of Companies, Inc.
ED / Consolidated Edison, Inc.
DLTR / Dollar Tree, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
HA / Hawaiian Holdings, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
DAL / Delta Air Lines, Inc.
APD / Air Products and Chemicals, Inc.
KDP / Keurig Dr Pepper Inc.
AVY / Avery Dennison Corporation
MA / Mastercard Incorporated
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IVW / iShares Trust - iShares S&P 500 Growth ETF
SCHW / The Charles Schwab Corporation
MGNI / Magnite, Inc.
DVN / Devon Energy Corporation
FE / FirstEnergy Corp.
DIA / SPDR Dow Jones Industrial Average ETF Trust
CHDN / Churchill Downs Incorporated
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
GRMN / Garmin Ltd.
ES / Eversource Energy
MAR / Marriott International, Inc.
CSGP / CoStar Group, Inc.
PFG / Principal Financial Group, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AMZN / Amazon.com, Inc.
SPY / SPDR S&P 500 ETF
AAL / American Airlines Group Inc.
ELV / Elevance Health, Inc.
CTSH / Cognizant Technology Solutions Corporation
APTV / Aptiv PLC
CTLT / Catalent, Inc.
AAP / Advance Auto Parts, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
CMCSA / Comcast Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
HPQ / HP Inc.
CB / Chubb Limited
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ETR / Entergy Corporation
DELL / Dell Technologies Inc.
JCI / Johnson Controls International plc
AWK / American Water Works Company, Inc.
ICE / Intercontinental Exchange, Inc.
MFA / MFA Financial, Inc.
KLAC / KLA Corporation
EOG / EOG Resources, Inc.
MO / Altria Group, Inc.
ORLY / O'Reilly Automotive, Inc.
GEN / Gen Digital Inc.
AMP / Ameriprise Financial, Inc.
MU / Micron Technology, Inc.
COP / ConocoPhillips
BXP / Boston Properties, Inc.
C.WSA / Citigroup, Inc.
CME / CME Group Inc.
OGN / Organon & Co.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
DUK / Duke Energy Corporation
PSX / Phillips 66
AMAT / Applied Materials, Inc.
EMR / Emerson Electric Co.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
NGG / National Grid plc - Depositary Receipt (Common Stock)
LCII / LCI Industries
TER / Teradyne, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
EFX / Equifax Inc.
EXC / Exelon Corporation
AMD / Advanced Micro Devices, Inc.
HOLX / Hologic, Inc.
VLO / Valero Energy Corporation
FULT / Fulton Financial Corporation
SEDG / SolarEdge Technologies, Inc.
KXI / iShares Trust - iShares Global Consumer Staples ETF
PEP / PepsiCo, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
AFL / Aflac Incorporated
ISRG / Intuitive Surgical, Inc.
EXAS / Exact Sciences Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
PXD / Pioneer Natural Resources Company
A / Agilent Technologies, Inc.
TXT / Textron Inc.
NVCR / NovoCure Limited
CSCO / Cisco Systems, Inc.
FCX / Freeport-McMoRan Inc.
WHR / Whirlpool Corporation
GNRC / Generac Holdings Inc.
GME / GameStop Corp.
GPC / Genuine Parts Company
NANR / SPDR Index Shares Funds - SPDR S&P North American Natural Resources ETF
APG / APi Group Corporation
TPR / Tapestry, Inc.
AVB / AvalonBay Communities, Inc.
MSI / Motorola Solutions, Inc.
CAH / Cardinal Health, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
GOLD / Barrick Mining Corporation
FDS / FactSet Research Systems Inc.
SBAC / SBA Communications Corporation
CINF / Cincinnati Financial Corporation
TRV / The Travelers Companies, Inc.
DPZ / Domino's Pizza, Inc.
JBHT / J.B. Hunt Transport Services, Inc.
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
IYT / iShares Trust - iShares U.S. Transportation ETF
JNJ / Johnson & Johnson
AMC ENTMT HLDGS INC / CL A COM (00165C104)
ACB / Aurora Cannabis Inc.
BTG / B2Gold Corp.
LABORATORY CORP AMER HLDGS / (50540R409)
SPCE / Virgin Galactic Holdings, Inc.
VMEO / Vimeo, Inc.
ABMD / Abiomed Inc.
CPRI / Capri Holdings Limited
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
CAG / Conagra Brands, Inc.
QS / QuantumScape Corporation
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
OXY / Occidental Petroleum Corporation
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
FI / Fiserv, Inc.
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
MOMO / Hello Group Inc. - Depositary Receipt (Common Stock)
SIVB / SVB Financial Group
ARCC / Ares Capital Corporation
VMW / Vmware Inc. - Class A
BSX / Boston Scientific Corporation
MRO / Marathon Oil Corporation
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
NLSN / Nielsen Holdings plc
VAL.WS / Valaris Limited - Equity Warrant
ELP / Companhia Paranaense de Energia - COPEL - Depositary Receipt (Common Stock)
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
AMT / American Tower Corporation
IRM / Iron Mountain Incorporated
T / AT&T Inc.
ATVI / Activision Blizzard Inc
MAT / Mattel, Inc.
ZM / Zoom Communications Inc.
BKSY / BlackSky Technology Inc.
MPWR / Monolithic Power Systems, Inc.
PPG / PPG Industries, Inc.
NTRS / Northern Trust Corporation
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
CBOE / Cboe Global Markets, Inc.
YUM / Yum! Brands, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SYK / Stryker Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
MBB / iShares Trust - iShares MBS ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
PKG / Packaging Corporation of America
HLT / Hilton Worldwide Holdings Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SYY / Sysco Corporation
GINN / Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
TSCO / Tractor Supply Company
IDXX / IDEXX Laboratories, Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
APPF / AppFolio, Inc.
KMB / Kimberly-Clark Corporation
XT / iShares Trust - iShares Exponential Technologies ETF
TXN / Texas Instruments Incorporated
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
AXP / American Express Company
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PULM / Pulmatrix, Inc.
WKHS / Workhorse Group Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
KRG / Kite Realty Group Trust
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SIRI / Sirius XM Holdings Inc.
IYG / iShares Trust - iShares U.S. Financial Services ETF
WDIV / SPDR Index Shares Funds - SPDR S&P Global Dividend ETF
CHPT / ChargePoint Holdings, Inc.
EMD / Western Asset Emerging Markets Debt Fund Inc.
AYI / Acuity Inc.
WOOF / Petco Health and Wellness Company, Inc.
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
DRE / Duke Realty Corporation - Preferred Security
KIM / Kimco Realty Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
BLDP / Ballard Power Systems Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
PLUG / Plug Power Inc.
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
NHI / National Health Investors, Inc.
VLDR / Velodyne Lidar Inc
HL / Hecla Mining Company
VNO / Vornado Realty Trust
WHLR / Wheeler Real Estate Investment Trust, Inc.
RBA / RB Global, Inc.
ENB / Enbridge Inc.
CTXS / Citrix Systems, Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
PRNT / ARK ETF Trust - The 3D Printing ETF
WOW / WideOpenWest, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
VAL / Valaris Limited
FCEL / FuelCell Energy, Inc.
COHR / Coherent Corp.
IAT / iShares Trust - iShares U.S. Regional Banks ETF
QMCO / Quantum Corporation
VTR / Ventas, Inc.
ZTS / Zoetis Inc.
DOC / Healthpeak Properties, Inc.
DOX / Amdocs Limited
VDE / Vanguard World Fund - Vanguard Energy ETF
MPC / Marathon Petroleum Corporation
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
ATOS / Atossa Therapeutics, Inc.
INDI / indie Semiconductor, Inc.
ARE / Alexandria Real Estate Equities, Inc.
OEG / Orbital Energy Group Inc
WTW / Willis Towers Watson Public Limited Company
DOW / Dow Inc.
LUMN / Lumen Technologies, Inc.
FTNT / Fortinet, Inc.
HPE / Hewlett Packard Enterprise Company
VRNS / Varonis Systems, Inc.
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SNDL / SNDL Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
CEG / Constellation Energy Corporation
GLOB / Globant S.A.
INCY / Incyte Corporation
GD / General Dynamics Corporation
DRI / Darden Restaurants, Inc.
FLT / Corpay, Inc.
CFR / Cullen/Frost Bankers, Inc.
MCK / McKesson Corporation
HST / Host Hotels & Resorts, Inc.
LRCX / Lam Research Corporation
VEEV / Veeva Systems Inc.
TEL / TE Connectivity plc
MTCH / Match Group, Inc.
ALB / Albemarle Corporation
FBIN / Fortune Brands Innovations, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
TEAM / Atlassian Corporation
QDEL / QuidelOrtho Corporation
CFG / Citizens Financial Group, Inc.
WELL / Welltower Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
PNC / The PNC Financial Services Group, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
ALGN / Align Technology, Inc.
LHX / L3Harris Technologies, Inc.
HD / The Home Depot, Inc.
TDG / TransDigm Group Incorporated
WAT / Waters Corporation
FDX / FedEx Corporation
WBD / Warner Bros. Discovery, Inc.
KO / The Coca-Cola Company
IAU / iShares Gold Trust
BMBL / Bumble Inc.
CRSP / CRISPR Therapeutics AG
WEC / WEC Energy Group, Inc.
MTB / M&T Bank Corporation
FERG / Ferguson Enterprises Inc.
FIVG / ETF Series Solutions - Defiance Next Gen Connectivity ETF
PTON / Peloton Interactive, Inc.
INTC / Intel Corporation
PENN / PENN Entertainment, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PLTR / Palantir Technologies Inc.
AME / AMETEK, Inc.
SJM / The J. M. Smucker Company
GILD / Gilead Sciences, Inc.
CTVA / Corteva, Inc.
WFC / Wells Fargo & Company
SLV / iShares Silver Trust
DHR / Danaher Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
OGS / ONE Gas, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
NRG / NRG Energy, Inc.
KR / The Kroger Co.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
STT / State Street Corporation
FLGT / Fulgent Genetics, Inc.
ULTA / Ulta Beauty, Inc.
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
MCHP / Microchip Technology Incorporated
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
DG / Dollar General Corporation
PEG / Public Service Enterprise Group Incorporated
PSA / Public Storage
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
WMB / The Williams Companies, Inc.
STWD / Starwood Property Trust, Inc.
BALL / Ball Corporation
KKR / KKR & Co. Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
GPN / Global Payments Inc.
D / Dominion Energy, Inc.
BK / The Bank of New York Mellon Corporation
ALL / The Allstate Corporation
CHD / Church & Dwight Co., Inc.
LLY / Eli Lilly and Company
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
VZ / Verizon Communications Inc.
STZ / Constellation Brands, Inc.
DFS / Discover Financial Services
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
RMD / ResMed Inc.
RJF / Raymond James Financial, Inc.
USB / U.S. Bancorp
NUE / Nucor Corporation
AZO / AutoZone, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SO / The Southern Company
ROST / Ross Stores, Inc.
HES / Hess Corporation
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
MCO / Moody's Corporation
IP / International Paper Company
GS / The Goldman Sachs Group, Inc.
ANSS / ANSYS, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
WD / Walker & Dunlop, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
TTD / The Trade Desk, Inc.
PG / The Procter & Gamble Company
ATO / Atmos Energy Corporation
MDB / MongoDB, Inc.
XOM / Exxon Mobil Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ENPH / Enphase Energy, Inc.
UPRO / ProShares Trust - ProShares UltraPro S&P500
FTV / Fortive Corporation
URI / United Rentals, Inc.
CTRA / Coterra Energy Inc.
SNPS / Synopsys, Inc.
COF / Capital One Financial Corporation
BRZE / Braze, Inc.
HIG / The Hartford Insurance Group, Inc.
EIX / Edison International
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
LCID / Lucid Group, Inc.
PAYX / Paychex, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
GOOG / Alphabet Inc.
EQR / Equity Residential
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
ALLY / Ally Financial Inc.
REGN / Regeneron Pharmaceuticals, Inc.
OKE / ONEOK, Inc.
CRWD / CrowdStrike Holdings, Inc.
ADI / Analog Devices, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
WEN / The Wendy's Company
APPN / Appian Corporation
MKC / McCormick & Company, Incorporated
LYB / LyondellBasell Industries N.V.
FAST / Fastenal Company
GWW / W.W. Grainger, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
TMUS / T-Mobile US, Inc.
MSFT / Microsoft Corporation
MET / MetLife, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
NACP / Tidal Trust III - Impact Shares NAACP Minority Empowerment ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
UPS / United Parcel Service, Inc.
MPLX / MPLX LP - Limited Partnership
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
XYZ / Block, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
WK / Workiva Inc.
TWTR / Twitter Inc
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
NTAP / NetApp, Inc.
ORCL / Oracle Corporation
QCOM / QUALCOMM Incorporated
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
MRK / Merck & Co., Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
DGRO / iShares Trust - iShares Core Dividend Growth ETF
LNT / Alliant Energy Corporation
BETZ / Listed Funds Trust - Roundhill Sports Betting & iGaming ETF
HCA / HCA Healthcare, Inc.
BRCC / BRC Inc.
HAIL / SPDR Series Trust - SPDR S&P Kensho Smart Mobility ETF
MIDD / The Middleby Corporation
DOV / Dover Corporation
IART / Integra LifeSciences Holdings Corporation
KEY / KeyCorp
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MMM / 3M Company
PRU / Prudential Financial, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MUB / iShares Trust - iShares National Muni Bond ETF
TT / Trane Technologies plc
SNA / Snap-on Incorporated
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
GLPI / Gaming and Leisure Properties, Inc.
EPAM / EPAM Systems, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
MAS / Masco Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
DTE / DTE Energy Company
GE / General Electric Company
CE / Celanese Corporation
KSS / Kohl's Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
INSP / Inspire Medical Systems, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
MLM / Martin Marietta Materials, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
WSM / Williams-Sonoma, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
LUV / Southwest Airlines Co.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SLF / Sun Life Financial Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ZBRA / Zebra Technologies Corporation
LOW / Lowe's Companies, Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
PECO / Phillips Edison & Company, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DHI / D.R. Horton, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NSC / Norfolk Southern Corporation
META / Meta Platforms, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
HQY / HealthEquity, Inc.
SPGI / S&P Global Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
CDW / CDW Corporation
ITW / Illinois Tool Works Inc.
CF / CF Industries Holdings, Inc.
TTWO / Take-Two Interactive Software, Inc.
BOC / Boston Omaha Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DXCM / DexCom, Inc.
WOMN / Tidal Trust III - Impact Shares Women's Empowerment ETF
IYM / iShares Trust - iShares U.S. Basic Materials ETF
LIN / Linde plc
SFIX / Stitch Fix, Inc.
PFE / Pfizer Inc.
UDR / UDR, Inc.
ON / ON Semiconductor Corporation
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
EMN / Eastman Chemical Company
AMGN / Amgen Inc.
BKR / Baker Hughes Company
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
MDT / Medtronic plc
TRMB / Trimble Inc.
KNSL / Kinsale Capital Group, Inc.
EXR / Extra Space Storage Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
SRE / Sempra
GM / General Motors Company
GOOGL / Alphabet Inc.
TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock)
LMT / Lockheed Martin Corporation
ECL / Ecolab Inc.
OTIS / Otis Worldwide Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
STX / Seagate Technology Holdings plc
CLX / The Clorox Company
CVS / CVS Health Corporation
VICI / VICI Properties Inc.
TWLO / Twilio Inc.
BA / The Boeing Company
XEL / Xcel Energy Inc.
TJX / The TJX Companies, Inc.
AJG / Arthur J. Gallagher & Co.
SLB / Schlumberger Limited
AEP / American Electric Power Company, Inc.
CADE / Cadence Bank
ROP / Roper Technologies, Inc.
PCAR / PACCAR Inc
ODFL / Old Dominion Freight Line, Inc.
HRB / H&R Block, Inc.
NWL / Newell Brands Inc.
GIS / General Mills, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
SPR / Spirit AeroSystems Holdings, Inc.
VFC / V.F. Corporation
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
WBA / Walgreens Boots Alliance, Inc.
KMX / CarMax, Inc.
HBAN / Huntington Bancshares Incorporated
MNST / Monster Beverage Corporation
RVTY / Revvity, Inc.
PD / PagerDuty, Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
LOB / Live Oak Bancshares, Inc.
JPM / JPMorgan Chase & Co.
BAX / Baxter International Inc.
AAPL / Apple Inc.
NDAQ / Nasdaq, Inc.
RTX / RTX Corporation
LYV / Live Nation Entertainment, Inc.
TSLA / Tesla, Inc.
BAC / Bank of America Corporation
C / Citigroup Inc.
SBUX / Starbucks Corporation
PTC / PTC Inc.
TGT / Target Corporation
BDX / Becton, Dickinson and Company
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PM / Philip Morris International Inc.
ADBE / Adobe Inc.
HSY / The Hershey Company
SWKS / Skyworks Solutions, Inc.
IR / Ingersoll Rand Inc.
FMC / FMC Corporation
AVGO / Broadcom Inc.
NOC / Northrop Grumman Corporation
GEO / The GEO Group, Inc.
COST / Costco Wholesale Corporation
ADM / Archer-Daniels-Midland Company
MS / Morgan Stanley
AMCR / Amcor plc
BCC / Boise Cascade Company
HSIC / Henry Schein, Inc.
CBRE / CBRE Group, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
EA / Electronic Arts Inc.
TROW / T. Rowe Price Group, Inc.
K / Kellanova
NEE / NextEra Energy, Inc.
EXPE / Expedia Group, Inc.
PPL / PPL Corporation
UNH / UnitedHealth Group Incorporated
CDNS / Cadence Design Systems, Inc.
FFIV / F5, Inc.
UNP / Union Pacific Corporation
EQIX / Equinix, Inc.
CCL / Carnival Corporation & plc
JNPR / Juniper Networks, Inc.
WST / West Pharmaceutical Services, Inc.
PYPL / PayPal Holdings, Inc.
MOS / The Mosaic Company
IWB / iShares Trust - iShares Russell 1000 ETF
CARR / Carrier Global Corporation
VST / Vistra Corp.
RCL / Royal Caribbean Cruises Ltd.
J / Jacobs Solutions Inc.
NXPI / NXP Semiconductors N.V.
CHTR / Charter Communications, Inc.
BR / Broadridge Financial Solutions, Inc.
HAL / Halliburton Company
CMI / Cummins Inc.
RHI / Robert Half Inc.
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
TSN / Tyson Foods, Inc.
PBJ / Invesco Exchange-Traded Fund Trust - Invesco Food & Beverage ETF
ESS / Essex Property Trust, Inc.
SMAR / Smartsheet Inc.
PBR.A / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
ADP / Automatic Data Processing, Inc.
OMC / Omnicom Group Inc.
VRSK / Verisk Analytics, Inc.
MCD / McDonald's Corporation
TMO / Thermo Fisher Scientific Inc.
RIOT / Riot Platforms, Inc.
LEN / Lennar Corporation
FITB / Fifth Third Bancorp
PH / Parker-Hannifin Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
ROK / Rockwell Automation, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MOH / Molina Healthcare, Inc.
UAL / United Airlines Holdings, Inc.
GLW / Corning Incorporated
ABBV / AbbVie Inc.
WDC / Western Digital Corporation
NFLX / Netflix, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
MSCI / MSCI Inc.
CRM / Salesforce, Inc.
CMG / Chipotle Mexican Grill, Inc.
IBM / International Business Machines Corporation
SHW / The Sherwin-Williams Company
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
LKQ / LKQ Corporation
ZBH / Zimmer Biomet Holdings, Inc.
TOL / Toll Brothers, Inc.
PAYC / Paycom Software, Inc.
DE / Deere & Company
PLD / Prologis, Inc.
IT / Gartner, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
AEE / Ameren Corporation
EL / The Estée Lauder Companies Inc.
SNOW / Snowflake Inc.
SPG / Simon Property Group, Inc.
CVX / Chevron Corporation
IPGP / IPG Photonics Corporation
MELI / MercadoLibre, Inc.
KHC / The Kraft Heinz Company
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
PGR / The Progressive Corporation
LDOS / Leidos Holdings, Inc.
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
TDY / Teledyne Technologies Incorporated
FIVN / Five9, Inc.
LNC / Lincoln National Corporation
ABT / Abbott Laboratories
MDLZ / Mondelez International, Inc.
BBY / Best Buy Co., Inc.
ILMN / Illumina, Inc.
BHF / Brighthouse Financial, Inc.
TFC / Truist Financial Corporation
BKNG / Booking Holdings Inc.
CMA / Comerica Incorporated
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
STE / STERIS plc
ETN / Eaton Corporation plc
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
CHRW / C.H. Robinson Worldwide, Inc.
AR / Antero Resources Corporation
NVDA / NVIDIA Corporation
IVZ / Invesco Ltd.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
AES / The AES Corporation
WY / Weyerhaeuser Company
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
BIIB / Biogen Inc.