Market Value173,883,356
Total Holdings539
File Date2025-02-11
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)
NIO / NIO Inc. - Depositary Receipt (Common Stock)
SAVA / Cassava Sciences, Inc.
EQRR / ProShares Trust - ProShares Equities for Rising Rates ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
ACCO / ACCO Brands Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
WDAY / Workday, Inc.
NKE / NIKE, Inc.
EIX / Edison International
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
IBIT / iShares Bitcoin Trust ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
GTX / Garrett Motion Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
GEHC / GE HealthCare Technologies Inc.
NYF / iShares Trust - iShares New York Muni Bond ETF
LOW / Lowe's Companies, Inc.
GOLD / Barrick Mining Corporation
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
SEMR / Semrush Holdings, Inc.
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
SPDN / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 1X Shares
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
DJT / Trump Media & Technology Group Corp.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
BSX / Boston Scientific Corporation
FLUX / Flux Power Holdings, Inc.
NLOP / Net Lease Office Properties
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
ALC / Alcon Inc.
MDT / Medtronic plc
TZOO / Travelzoo
CORN / Teucrium Commodity Trust - Teucrium Corn Fund
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
MDY / SPDR S&P MidCap 400 ETF Trust
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CVE / Cenovus Energy Inc.
F / Ford Motor Company
NLY / Annaly Capital Management, Inc.
PHM / PulteGroup, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
CLOU / Global X Funds - Global X Cloud Computing ETF
AVGO / Broadcom Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
DVY / iShares Trust - iShares Select Dividend ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
MDLZ / Mondelez International, Inc.
AMD / Advanced Micro Devices, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
SMCI / Super Micro Computer, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
EBAY / eBay Inc.
EMN / Eastman Chemical Company
TRST / TrustCo Bank Corp NY
NCNA / NuCana plc - Depositary Receipt (Common Stock)
IWF / iShares Trust - iShares Russell 1000 Growth ETF
DTE / DTE Energy Company
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CLRB / Cellectar Biosciences, Inc.
AMGN / Amgen Inc.
UNBX / Unity Biotechnology, Inc.
NKTR / Nektar Therapeutics
BLNK / Blink Charging Co.
NGG / National Grid plc - Depositary Receipt (Common Stock)
KMB / Kimberly-Clark Corporation
CLF / Cleveland-Cliffs Inc.
CRSP / CRISPR Therapeutics AG
LLY / Eli Lilly and Company
MSTR / Strategy Inc
PEP / PepsiCo, Inc.
LIN / Linde plc
STAG / STAG Industrial, Inc.
NFLX / Netflix, Inc.
ON / ON Semiconductor Corporation
MP / MP Materials Corp.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
AEP / American Electric Power Company, Inc.
GOOG / Alphabet Inc.
PM / Philip Morris International Inc.
SO / The Southern Company
MTB / M&T Bank Corporation
PANW / Palo Alto Networks, Inc.
WM / Waste Management, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MBC / MasterBrand, Inc.
PHR / Phreesia, Inc.
BK / The Bank of New York Mellon Corporation
ACN / Accenture plc
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
BRSP / BrightSpire Capital, Inc.
KMI / Kinder Morgan, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
TXT / Textron Inc.
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
ARCC / Ares Capital Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
CHTR / Charter Communications, Inc.
IBTP / iShares Trust - iShares iBonds Dec 2034 Term Treasury ETF
SNSR / Global X Funds - Global X Internet of Things ETF
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
EMR / Emerson Electric Co.
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
DE / Deere & Company
VLO / Valero Energy Corporation
NEE / NextEra Energy, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
HD / The Home Depot, Inc.
ROKU / Roku, Inc.
FI / Fiserv, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
TSLX / Sixth Street Specialty Lending, Inc.
GOOGL / Alphabet Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
VTV / Vanguard Index Funds - Vanguard Value ETF
GE / General Electric Company
STWD / Starwood Property Trust, Inc.
BAC / Bank of America Corporation
KEY / KeyCorp
SCHW / The Charles Schwab Corporation
TJX / The TJX Companies, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
LCID / Lucid Group, Inc.
ENB / Enbridge Inc.
BIIB / Biogen Inc.
PAYX / Paychex, Inc.
CP / Canadian Pacific Kansas City Limited
CTVA / Corteva, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
JCI / Johnson Controls International plc
VTRS / Viatris Inc.
GLD / SPDR Gold Trust
IVV / iShares Trust - iShares Core S&P 500 ETF
WBD / Warner Bros. Discovery, Inc.
MA / Mastercard Incorporated
WMT / Walmart Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
CMCSA / Comcast Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
BEAM / Beam Therapeutics Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
RHP / Ryman Hospitality Properties, Inc.
DOW / Dow Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
AROW / Arrow Financial Corporation
REZI / Resideo Technologies, Inc.
SLRC / SLR Investment Corp.
LRN / Stride, Inc.
PBR.A / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
PSCC / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF
WTAI / WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund
MEDP / Medpace Holdings, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
DELL / Dell Technologies Inc.
SLVM / Sylvamo Corporation
SYY / Sysco Corporation
LUMN / Lumen Technologies, Inc.
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
NSC / Norfolk Southern Corporation
JPM / JPMorgan Chase & Co.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SOLV / Solventum Corporation
TLRY / Tilray Brands, Inc.
VNO / Vornado Realty Trust
RITM / Rithm Capital Corp.
CLX / The Clorox Company
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
GS / The Goldman Sachs Group, Inc.
CHD / Church & Dwight Co., Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
RKLB / Rocket Lab Corporation
UGI / UGI Corporation
GHI / Greystone Housing Impact Investors LP
OMGA / Omega Therapeutics, Inc.
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
CNP / CenterPoint Energy, Inc.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
SPH / Suburban Propane Partners, L.P. - Limited Partnership
CBSE / Elevation Series Trust - Clough Select Equity ETF
DAL / Delta Air Lines, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
UNP / Union Pacific Corporation
XOM / Exxon Mobil Corporation
FANG / Diamondback Energy, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
CE / Celanese Corporation
FCEL / FuelCell Energy, Inc.
AY / Atlantica Sustainable Infrastructure plc
HASI / HA Sustainable Infrastructure Capital, Inc.
QCOM / QUALCOMM Incorporated
BNGO / Bionano Genomics, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
BEPC / Brookfield Renewable Corporation
BTAI / BioXcel Therapeutics, Inc.
XIFR / XPLR Infrastructure, LP - Limited Partnership
INM / InMed Pharmaceuticals Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
KWR / Quaker Chemical Corporation
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
NNN / NNN REIT, Inc.
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
BAX / Baxter International Inc.
NVT / nVent Electric plc
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
VZ / Verizon Communications Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
PDI / PIMCO Dynamic Income Fund
PLTR / Palantir Technologies Inc.
OTIS / Otis Worldwide Corporation
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
BX / Blackstone Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
JBGS / JBG SMITH Properties
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
XYZ / Block, Inc.
AVXL / Anavex Life Sciences Corp.
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
REG / Regency Centers Corporation
SPCE / Virgin Galactic Holdings, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
T / AT&T Inc.
TGT / Target Corporation
ABBV / AbbVie Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
INM / InMed Pharmaceuticals Inc.
SPY / SPDR S&P 500 ETF
CHKP / Check Point Software Technologies Ltd.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
WPC / W. P. Carey Inc.
UPS / United Parcel Service, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
CRM / Salesforce, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
ECL / Ecolab Inc.
RZV / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Value ETF
BNGO / Bionano Genomics, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
VUG / Vanguard Index Funds - Vanguard Growth ETF
PFE / Pfizer Inc.
C / Citigroup Inc. - Corporate Bond/Note
LHX / L3Harris Technologies, Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
JNJ / Johnson & Johnson
IQV / IQVIA Holdings Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SWK / Stanley Black & Decker, Inc.
AMAT / Applied Materials, Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
NTRA / Natera, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
RBLX / Roblox Corporation
PDO / Pimco Dynamic Income Opportunities Fund
PKG / Packaging Corporation of America
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IBM / International Business Machines Corporation
SOFI / SoFi Technologies, Inc.
FBIN / Fortune Brands Innovations, Inc.
ADI / Analog Devices, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IGF / iShares Trust - iShares Global Infrastructure ETF
NVDA / NVIDIA Corporation
RWAY / Runway Growth Finance Corp.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
S / SentinelOne, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
INCY / Incyte Corporation
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
TMO / Thermo Fisher Scientific Inc.
OLP / One Liberty Properties, Inc.
SIRI / Sirius XM Holdings Inc.
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
OHI / Omega Healthcare Investors, Inc.
BKD / Brookdale Senior Living Inc.
GMRE / Global Medical REIT Inc.
RGA / Reinsurance Group of America, Incorporated
CIM / Chimera Investment Corporation
NCLH / Norwegian Cruise Line Holdings Ltd.
USA / Liberty All-Star Equity Fund
CCL / Carnival Corporation & plc
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
CGBD / Carlyle Secured Lending, Inc.
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
NTLA / Intellia Therapeutics, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
QQQ / Invesco QQQ Trust, Series 1
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
EMC / Global X Funds - Global X Emerging Markets Great Consumer ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
BMY / Bristol-Myers Squibb Company
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
IP / International Paper Company
CARR / Carrier Global Corporation
MO / Altria Group, Inc.
VST / Vistra Corp.
PTY / PIMCO Corporate & Income Opportunity Fund
BW / Babcock & Wilcox Enterprises, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
MBB / iShares Trust - iShares MBS ETF
ELV / Elevance Health, Inc.
EDSA / Edesa Biotech, Inc.
IRM / Iron Mountain Incorporated
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
BLK / BlackRock, Inc.
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
VPU / Vanguard World Fund - Vanguard Utilities ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
TFC / Truist Financial Corporation
KR / The Kroger Co.
BITQ / Exchange Traded Concepts Trust - Bitwise Crypto Industry Innovators ETF
MAIN / Main Street Capital Corporation
PLUG / Plug Power Inc.
ZTS / Zoetis Inc.
TLTE / FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
MAR / Marriott International, Inc.
TXN / Texas Instruments Incorporated
ET / Energy Transfer LP - Limited Partnership
GPK / Graphic Packaging Holding Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
POR / Portland General Electric Company
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
MKC / McCormick & Company, Incorporated
GEV / GE Vernova Inc.
V / Visa Inc.
PFLT / PennantPark Floating Rate Capital Ltd.
WFC / Wells Fargo & Company
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
PNR / Pentair plc
RMR / The RMR Group Inc.
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SCCO / Southern Copper Corporation
DTM / DT Midstream, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
RIVN / Rivian Automotive, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
TMUS / T-Mobile US, Inc.
CLH / Clean Harbors, Inc.
OILK / ProShares Trust - ProShares K-1 Free Crude Oil ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
IHI / iShares Trust - iShares U.S. Medical Devices ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
ETSY / Etsy, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SBUX / Starbucks Corporation
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
BWXT / BWX Technologies, Inc.
ABR / Arbor Realty Trust, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
EWU / iShares Trust - iShares MSCI United Kingdom ETF
MNST / Monster Beverage Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
CEG / Constellation Energy Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
MPW / Medical Properties Trust, Inc.
ALV / Autoliv, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
HON / Honeywell International Inc.
TRMB / Trimble Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
PFLD / ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
BUG / Global X Funds - Global X Cybersecurity ETF
CSCO / Cisco Systems, Inc.
CHRS / Coherus Oncology, Inc.
NBTB / NBT Bancorp Inc.
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
UBER / Uber Technologies, Inc.
CSX / CSX Corporation
AVNS / Avanos Medical, Inc.
HWM / Howmet Aerospace Inc.
LLYVK / Liberty Live Group
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
ABNB / Airbnb, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
CVX / Chevron Corporation
HTGC / Hercules Capital, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BRK.B / Berkshire Hathaway Inc.
FPF / First Trust Intermediate Duration Preferred & Income Fund
CNXC / Concentrix Corporation
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
TBX / ProShares Trust - ProShares Short 7-10 Year Treasury
NDAQ / Nasdaq, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PMBS / PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
TEL / TE Connectivity plc
WMB / The Williams Companies, Inc.
ACVA / ACV Auctions Inc.
BXP / Boston Properties, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
MCD / McDonald's Corporation
UNH / UnitedHealth Group Incorporated
Z / Zillow Group, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
IWB / iShares Trust - iShares Russell 1000 ETF
PG / The Procter & Gamble Company
UHS / Universal Health Services, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
ASIX / AdvanSix Inc.
ADSK / Autodesk, Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
KLAC / KLA Corporation
IYG / iShares Trust - iShares U.S. Financial Services ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
CVS / CVS Health Corporation
HST / Host Hotels & Resorts, Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
CC / The Chemours Company
OBDC / Blue Owl Capital Corporation
EXC / Exelon Corporation
KD / Kyndryl Holdings, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
GCBC / Greene County Bancorp, Inc.
ORCL / Oracle Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
PYPL / PayPal Holdings, Inc.
NOW / ServiceNow, Inc.
SLV / iShares Silver Trust
TSLA / Tesla, Inc.
MFC / Manulife Financial Corporation
CAT / Caterpillar Inc.
IONS / Ionis Pharmaceuticals, Inc.
EXAS / Exact Sciences Corporation
AMT / American Tower Corporation
CRWD / CrowdStrike Holdings, Inc.
MMM / 3M Company
TER / Teradyne, Inc.
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
HIG / The Hartford Insurance Group, Inc.
OGN / Organon & Co.
META / Meta Platforms, Inc.
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
KO / The Coca-Cola Company
DDD / 3D Systems Corporation
MRNA / Moderna, Inc.
GIS / General Mills, Inc.
ADBE / Adobe Inc.
DIS / The Walt Disney Company
MGNI / Magnite, Inc.
AXP / American Express Company
SPG / Simon Property Group, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
RTX / RTX Corporation
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
PTON / Peloton Interactive, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AMZN / Amazon.com, Inc.
FDX / FedEx Corporation
AAPL / Apple Inc.
MRVL / Marvell Technology, Inc.
MU / Micron Technology, Inc.
MSFT / Microsoft Corporation
BA / The Boeing Company
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
INTC / Intel Corporation
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
ED / Consolidated Edison, Inc.
DCTH / Delcath Systems, Inc.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
WAB / Westinghouse Air Brake Technologies Corporation
VCYT / Veracyte, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
BGX / Blackstone Long-Short Credit Income Fund
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DG / Dollar General Corporation
WFRD / Weatherford International plc
NVRI / Enviri Corporation
O / Realty Income Corporation
SPXS / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 3X Shares
ETR / Entergy Corporation
TCPC / BlackRock TCP Capital Corp.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
TPR / Tapestry, Inc.
CGC / Canopy Growth Corporation
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
IBB / iShares Trust - iShares Biotechnology ETF
CWEN / Clearway Energy, Inc.
MRK / Merck & Co., Inc.
SNAP / Snap Inc.
HAL / Halliburton Company
DUK / Duke Energy Corporation
DD / DuPont de Nemours, Inc.
QTUM / ETF Series Solutions - Defiance Quantum ETF
GM / General Motors Company
EDIT / Editas Medicine, Inc.
FSLR / First Solar, Inc.
BEPC / Brookfield Renewable Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)