Market Value170,670,660
Total Holdings536
File Date2024-05-07
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)
EXC / Exelon Corporation
DIS / The Walt Disney Company
ED / Consolidated Edison, Inc.
JPM / JPMorgan Chase & Co.
JBGS / JBG SMITH Properties
LULU / lululemon athletica inc.
AVXL / Anavex Life Sciences Corp.
CRWD / CrowdStrike Holdings, Inc.
SPG / Simon Property Group, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MKC / McCormick & Company, Incorporated
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
TMUS / T-Mobile US, Inc.
CHD / Church & Dwight Co., Inc.
BLNK / Blink Charging Co.
PLTR / Palantir Technologies Inc.
BKD / Brookdale Senior Living Inc.
LLY / Eli Lilly and Company
ELV / Elevance Health, Inc.
MTB / M&T Bank Corporation
LCID / Lucid Group, Inc.
PEP / PepsiCo, Inc.
CE / Celanese Corporation
UNH / UnitedHealth Group Incorporated
MDLZ / Mondelez International, Inc.
SNAP / Snap Inc.
AMD / Advanced Micro Devices, Inc.
VZ / Verizon Communications Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
OBDC / Blue Owl Capital Corporation
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
EBAY / eBay Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
DUK / Duke Energy Corporation
BX / Blackstone Inc.
MU / Micron Technology, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
TMO / Thermo Fisher Scientific Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
PAYX / Paychex, Inc.
NVRI / Enviri Corporation
EDIT / Editas Medicine, Inc.
AVNS / Avanos Medical, Inc.
TGT / Target Corporation
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
FXI / iShares Trust - iShares China Large-Cap ETF
CLF / Cleveland-Cliffs Inc.
POR / Portland General Electric Company
IBB / iShares Trust - iShares Biotechnology ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
SLV / iShares Silver Trust
IWD / iShares Trust - iShares Russell 1000 Value ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
AMAT / Applied Materials, Inc.
MBC / MasterBrand, Inc.
INCY / Incyte Corporation
DVY / iShares Trust - iShares Select Dividend ETF
RZV / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Value ETF
KMI / Kinder Morgan, Inc.
RHP / Ryman Hospitality Properties, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BGX / Blackstone Long-Short Credit Income Fund
CVX / Chevron Corporation
RMR / The RMR Group Inc.
SPDN / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 1X Shares
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
ECL / Ecolab Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CORN / Teucrium Commodity Trust - Teucrium Corn Fund
MCD / McDonald's Corporation
WM / Waste Management, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
NIO / NIO Inc. - Depositary Receipt (Common Stock)
NDAQ / Nasdaq, Inc.
WPC / W. P. Carey Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
BSX / Boston Scientific Corporation
DD / DuPont de Nemours, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
DG / Dollar General Corporation
MSFT / Microsoft Corporation
ASIX / AdvanSix Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ADBE / Adobe Inc.
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
CVS / CVS Health Corporation
NKE / NIKE, Inc.
IP / International Paper Company
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
F / Ford Motor Company
EMR / Emerson Electric Co.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
FI / Fiserv, Inc.
XIFR / XPLR Infrastructure, LP - Limited Partnership
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
KLAC / KLA Corporation
WDAY / Workday, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
PANW / Palo Alto Networks, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
COP / ConocoPhillips
DAL / Delta Air Lines, Inc.
OGN / Organon & Co.
NTLA / Intellia Therapeutics, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
DE / Deere & Company
CTVA / Corteva, Inc.
MA / Mastercard Incorporated
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
CMCSA / Comcast Corporation
STWD / Starwood Property Trust, Inc.
IQV / IQVIA Holdings Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
IYG / iShares Trust - iShares U.S. Financial Services ETF
GE / General Electric Company
WAB / Westinghouse Air Brake Technologies Corporation
CSX / CSX Corporation
GPK / Graphic Packaging Holding Company
APTV / Aptiv PLC
SPLK / Splunk Inc.
US7587501039 / Regal-Beloit Corp.
TDOC / Teladoc Health, Inc.
PNC / The PNC Financial Services Group, Inc.
IPG / The Interpublic Group of Companies, Inc.
CCI / Crown Castle Inc.
BITO / ProShares Trust - ProShares Bitcoin ETF
NCNA / NuCana plc - Depositary Receipt (Common Stock)
MS / Morgan Stanley
MCHP / Microchip Technology Incorporated
PXD / Pioneer Natural Resources Company
LECO / Lincoln Electric Holdings, Inc.
RADCQ / Rite Aid Corporation
US14817C1154 / Cassava Sciences Inc
ARCC / Ares Capital Corporation
SNSR / Global X Funds - Global X Internet of Things ETF
XOM / Exxon Mobil Corporation
CLX / The Clorox Company
CC / The Chemours Company
LRN / Stride, Inc.
SPY / SPDR S&P 500 ETF
PBR.A / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
UGI / UGI Corporation
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
NTRA / Natera, Inc.
TCPC / BlackRock TCP Capital Corp.
TIP / iShares Trust - iShares TIPS Bond ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
EDSA / Edesa Biotech, Inc.
RKLB / Rocket Lab Corporation
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
NLY / Annaly Capital Management, Inc.
WMB / The Williams Companies, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
SWK / Stanley Black & Decker, Inc.
JCI / Johnson Controls International plc
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
OTIS / Otis Worldwide Corporation
MBB / iShares Trust - iShares MBS ETF
AAPL / Apple Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
GTX / Garrett Motion Inc.
WBD / Warner Bros. Discovery, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
WMT / Walmart Inc.
FTNT / Fortinet, Inc.
WBS / Webster Financial Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SCCO / Southern Copper Corporation
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
EXAS / Exact Sciences Corporation
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
PSEC / Prospect Capital Corporation
CDNS / Cadence Design Systems, Inc.
SQSP / Squarespace, Inc.
TNL / Travel + Leisure Co.
BHK / BlackRock Core Bond Trust
REZI / Resideo Technologies, Inc.
PERI / Perion Network Ltd.
TEL / TE Connectivity plc
IAU / iShares Gold Trust
C.WSA / Citigroup, Inc.
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
DTE / DTE Energy Company
EIX / Edison International
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IONS / Ionis Pharmaceuticals, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
V / Visa Inc.
PNR / Pentair plc
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
CCL / Carnival Corporation & plc
IBM / International Business Machines Corporation
GCBC / Greene County Bancorp, Inc.
MP / MP Materials Corp.
VLO / Valero Energy Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
BEAM / Beam Therapeutics Inc.
CARR / Carrier Global Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
CGBD / Carlyle Secured Lending, Inc.
NEE / NextEra Energy, Inc.
BRSP / BrightSpire Capital, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VCYT / Veracyte, Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
TRST / TrustCo Bank Corp NY
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ABNB / Airbnb, Inc.
LOW / Lowe's Companies, Inc.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
PTY / PIMCO Corporate & Income Opportunity Fund
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IRM / Iron Mountain Incorporated
BITQ / Exchange Traded Concepts Trust - Bitwise Crypto Industry Innovators ETF
ACN / Accenture plc
VTRS / Viatris Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
BMY / Bristol-Myers Squibb Company
MAR / Marriott International, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
GEHC / GE HealthCare Technologies Inc.
BW / Babcock & Wilcox Enterprises, Inc.
LUMN / Lumen Technologies, Inc.
ET / Energy Transfer LP - Limited Partnership
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
TLTE / FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
PLUG / Plug Power Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
TXT / Textron Inc.
KD / Kyndryl Holdings, Inc.
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
WFC / Wells Fargo & Company
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
OHI / Omega Healthcare Investors, Inc.
BWXT / BWX Technologies, Inc.
MDT / Medtronic plc
SBUX / Starbucks Corporation
HON / Honeywell International Inc.
RIVN / Rivian Automotive, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
PFE / Pfizer Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
CEG / Constellation Energy Corporation
ENB / Enbridge Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
NLOP / Net Lease Office Properties
PHM / PulteGroup, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ALV / Autoliv, Inc.
NBTB / NBT Bancorp Inc.
EWU / iShares Trust - iShares MSCI United Kingdom ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IYW / iShares Trust - iShares U.S. Technology ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
WFRD / Weatherford International plc
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
PFLT / PennantPark Floating Rate Capital Ltd.
FPF / First Trust Intermediate Duration Preferred & Income Fund
TZOO / Travelzoo
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
MPW / Medical Properties Trust, Inc.
SYY / Sysco Corporation
BUG / Global X Funds - Global X Cybersecurity ETF
MRK / Merck & Co., Inc.
CHTR / Charter Communications, Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
RBLX / Roblox Corporation
ALC / Alcon Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
EQRR / ProShares Trust - ProShares Equities for Rising Rates ETF
RITM / Rithm Capital Corp.
ABR / Arbor Realty Trust, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
SAVA / Cassava Sciences, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IWM / iShares Trust - iShares Russell 2000 ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
PSCC / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
ADSK / Autodesk, Inc.
TBX / ProShares Trust - ProShares Short 7-10 Year Treasury
SPXS / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 3X Shares
PG / The Procter & Gamble Company
CGC / Canopy Growth Corporation
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
GS / The Goldman Sachs Group, Inc.
LHX / L3Harris Technologies, Inc.
HWM / Howmet Aerospace Inc.
UNP / Union Pacific Corporation
CIM / Chimera Investment Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
FANG / Diamondback Energy, Inc.
CAT / Caterpillar Inc.
GOOG / Alphabet Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
AXP / American Express Company
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
BA / The Boeing Company
XYZ / Block, Inc.
NOW / ServiceNow, Inc.
PMN / ProMIS Neurosciences, Inc.
T / AT&T Inc.
CHKP / Check Point Software Technologies Ltd.
UPS / United Parcel Service, Inc.
META / Meta Platforms, Inc.
TSLA / Tesla, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
FSLR / First Solar, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
BIRD / Allbirds, Inc.
SLVM / Sylvamo Corporation
EWJ / iShares, Inc. - iShares MSCI Japan ETF
CRSP / CRISPR Therapeutics AG
BVH / Bluegreen Vacations Holding Corporation
NKLA / Nikola Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
STAG / STAG Industrial, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
IWB / iShares Trust - iShares Russell 1000 ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
AEP / American Electric Power Company, Inc.
GLD / SPDR Gold Trust
ADI / Analog Devices, Inc.
NKTR / Nektar Therapeutics
GIS / General Mills, Inc.
MRNA / Moderna, Inc.
ACCO / ACCO Brands Corporation
AMT / American Tower Corporation
MMM / 3M Company
ORCL / Oracle Corporation
KO / The Coca-Cola Company
O / Realty Income Corporation
AMGN / Amgen Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
NVDA / NVIDIA Corporation
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
RGA / Reinsurance Group of America, Incorporated
HD / The Home Depot, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
DTM / DT Midstream, Inc.
OILK / ProShares Trust - ProShares K-1 Free Crude Oil ETF
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
MEDP / Medpace Holdings, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TLRY / Tilray Brands, Inc.
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
C / Citigroup Inc. - Corporate Bond/Note
MRVL / Marvell Technology, Inc.
GOOGL / Alphabet Inc.
INTC / Intel Corporation
NFLX / Netflix, Inc.
CRM / Salesforce, Inc.
SEMR / Semrush Holdings, Inc.
NCNA / NuCana plc - Depositary Receipt (Common Stock)
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
OMGA / Omega Therapeutics, Inc.
TPR / Tapestry, Inc.
PDI / PIMCO Dynamic Income Fund
FLUX / Flux Power Holdings, Inc.
SCHW / The Charles Schwab Corporation
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
VNO / Vornado Realty Trust
INM / InMed Pharmaceuticals Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
BAX / Baxter International Inc.
SLRC / SLR Investment Corp.
AY / Atlantica Sustainable Infrastructure plc
NVT / nVent Electric plc
CSCO / Cisco Systems, Inc.
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
SPH / Suburban Propane Partners, L.P. - Limited Partnership
KEY / KeyCorp
ABBV / AbbVie Inc.
UNBX / Unity Biotechnology, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
RTX / RTX Corporation
DDD / 3D Systems Corporation
CLRB / Cellectar Biosciences, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GMRE / Global Medical REIT Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
QQQ / Invesco QQQ Trust, Series 1
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
KR / The Kroger Co.
BAC / Bank of America Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
OLP / One Liberty Properties, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
PDO / Pimco Dynamic Income Opportunities Fund
MO / Altria Group, Inc.
KMB / Kimberly-Clark Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
S / SentinelOne, Inc.
ETR / Entergy Corporation
TXN / Texas Instruments Incorporated
TRMB / Trimble Inc.
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
CHRS / Coherus Oncology, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
MSTR / Strategy Inc
UHS / Universal Health Services, Inc.
FBIN / Fortune Brands Innovations, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
SMCI / Super Micro Computer, Inc.
SPCE / Virgin Galactic Holdings, Inc.
REG / Regency Centers Corporation
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
EMC / Global X Funds - Global X Emerging Markets Great Consumer ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SO / The Southern Company
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
DOW / Dow Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
AROW / Arrow Financial Corporation
KWR / Quaker Chemical Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
DCTH / Delcath Systems, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ZTS / Zoetis Inc.
DJT / Trump Media & Technology Group Corp.
CNP / CenterPoint Energy, Inc.
BEPC / Brookfield Renewable Corporation
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
PFLD / ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF
LIN / Linde plc
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
FDX / FedEx Corporation
CNXC / Concentrix Corporation
CBSE / Elevation Series Trust - Clough Select Equity ETF
TJX / The TJX Companies, Inc.
EMN / Eastman Chemical Company
AMZN / Amazon.com, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
HTGC / Hercules Capital, Inc.
LLYVK / Liberty Live Group
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
TSLX / Sixth Street Specialty Lending, Inc.
ACVA / ACV Auctions Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
BNGO / Bionano Genomics, Inc.
TER / Teradyne, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
CVE / Cenovus Energy Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
BTAI / BioXcel Therapeutics, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
HST / Host Hotels & Resorts, Inc.
PYPL / PayPal Holdings, Inc.
MNST / Monster Beverage Corporation
MAIN / Main Street Capital Corporation
FBTC / Fidelity Wise Origin Bitcoin Fund
NSC / Norfolk Southern Corporation
GHI / Greystone Housing Impact Investors LP
BRK.B / Berkshire Hathaway Inc.
BK / The Bank of New York Mellon Corporation
PM / Philip Morris International Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
GOLD / Barrick Mining Corporation
Z / Zillow Group, Inc.
TFC / Truist Financial Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
RWAY / Runway Growth Finance Corp.
VUG / Vanguard Index Funds - Vanguard Growth ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
CP / Canadian Pacific Kansas City Limited
USA / Liberty All-Star Equity Fund
MFC / Manulife Financial Corporation
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
CLOU / Global X Funds - Global X Cloud Computing ETF
JNJ / Johnson & Johnson
NNN / NNN REIT, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PKG / Packaging Corporation of America
BIIB / Biogen Inc.
ON / ON Semiconductor Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AFRM / Affirm Holdings, Inc.
HIG / The Hartford Insurance Group, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
FCEL / FuelCell Energy, Inc.
PHR / Phreesia, Inc.