Market Value168,399,577
Total Holdings539
File Date2025-05-06
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)
PPL / PPL Corporation
JNJ / Johnson & Johnson
IQV / IQVIA Holdings Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
GOOG / Alphabet Inc.
NTRA / Natera, Inc.
LRCX / Lam Research Corporation
RBLX / Roblox Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
CNXC / Concentrix Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
EXC / Exelon Corporation
TEL / TE Connectivity plc
GSK / GSK plc - Depositary Receipt (Common Stock)
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ORCL / Oracle Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
NOW / ServiceNow, Inc.
SLV / iShares Silver Trust
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
CAT / Caterpillar Inc.
UNP / Union Pacific Corporation
ED / Consolidated Edison, Inc.
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
CBSE / Elevation Series Trust - Clough Select Equity ETF
OMGA / Omega Therapeutics, Inc.
KWR / Quaker Chemical Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
NVT / nVent Electric plc
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
GM / General Motors Company
TCPC / BlackRock TCP Capital Corp.
BRSP / BrightSpire Capital, Inc.
DELL / Dell Technologies Inc.
RKLB / Rocket Lab Corporation
SAVA / Cassava Sciences, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
SPH / Suburban Propane Partners, L.P. - Limited Partnership
NFLX / Netflix, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
QUBT / Quantum Computing Inc.
TGT / Target Corporation
FXI / iShares Trust - iShares China Large-Cap ETF
DVY / iShares Trust - iShares Select Dividend ETF
GOOGL / Alphabet Inc.
WPC / W. P. Carey Inc.
FDX / FedEx Corporation
LHX / L3Harris Technologies, Inc.
ADBE / Adobe Inc.
JBGS / JBG SMITH Properties
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
OGN / Organon & Co.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
TSLX / Sixth Street Specialty Lending, Inc.
MP / MP Materials Corp.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
WFC / Wells Fargo & Company
IRM / Iron Mountain Incorporated
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
LRN / Stride, Inc.
TRMB / Trimble Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
WFRD / Weatherford International plc
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
MPW / Medical Properties Trust, Inc.
RITM / Rithm Capital Corp.
MEDP / Medpace Holdings, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IBB / iShares Trust - iShares Biotechnology ETF
KEY / KeyCorp
CVS / CVS Health Corporation
XYZ / Block, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
CHKP / Check Point Software Technologies Ltd.
EDIT / Editas Medicine, Inc.
LCID / Lucid Group, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
CLF / Cleveland-Cliffs Inc.
MSTR / Strategy Inc
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
DOW / Dow Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
DTM / DT Midstream, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
MAR / Marriott International, Inc.
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
HON / Honeywell International Inc.
CP / Canadian Pacific Kansas City Limited
TMO / Thermo Fisher Scientific Inc.
AROW / Arrow Financial Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
NLOP / Net Lease Office Properties
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
MDY / SPDR S&P MidCap 400 ETF Trust
GOLD / Barrick Mining Corporation
NVRI / Enviri Corporation
ABNB / Airbnb, Inc.
TBX / ProShares Trust - ProShares Short 7-10 Year Treasury
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
MUB / iShares Trust - iShares National Muni Bond ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
BXP / Boston Properties, Inc.
GEV / GE Vernova Inc.
EMR / Emerson Electric Co.
MDT / Medtronic plc
ADI / Analog Devices, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
IONS / Ionis Pharmaceuticals, Inc.
TSLA / Tesla, Inc.
NNN / NNN REIT, Inc.
PLTR / Palantir Technologies Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
MMM / 3M Company
CLX / The Clorox Company
GTX / Garrett Motion Inc.
JPM / JPMorgan Chase & Co.
GLD / SPDR Gold Trust
MGNI / Magnite, Inc.
DTE / DTE Energy Company
NTLA / Intellia Therapeutics, Inc.
V / Visa Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
GMRE / Global Medical REIT Inc.
CLH / Clean Harbors, Inc.
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
SIRI / Sirius XM Holdings Inc.
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
IBIT / iShares Bitcoin Trust ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
BKD / Brookdale Senior Living Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
UGI / UGI Corporation
OBDC / Blue Owl Capital Corporation
NCLH / Norwegian Cruise Line Holdings Ltd.
PHR / Phreesia, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CGBD / Carlyle Secured Lending, Inc.
BW / Babcock & Wilcox Enterprises, Inc.
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
RGA / Reinsurance Group of America, Incorporated
GHI / Greystone Housing Impact Investors LP
TLTE / FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
ET / Energy Transfer LP - Limited Partnership
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
BITQ / Exchange Traded Concepts Trust - Bitwise Crypto Industry Innovators ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SOLV / Solventum Corporation
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
SPDN / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 1X Shares
RMR / The RMR Group Inc.
CNP / CenterPoint Energy, Inc.
SCCO / Southern Copper Corporation
PDI / PIMCO Dynamic Income Fund
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
MKC / McCormick & Company, Incorporated
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
TMUS / T-Mobile US, Inc.
CORN / Teucrium Commodity Trust - Teucrium Corn Fund
PMBS / PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
LUMN / Lumen Technologies, Inc.
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ENB / Enbridge Inc.
FPF / First Trust Intermediate Duration Preferred & Income Fund
QQQ / Invesco QQQ Trust, Series 1
PARA / Paramount Global
TZOO / Travelzoo
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
ARCC / Ares Capital Corporation
BUG / Global X Funds - Global X Cybersecurity ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
IYG / iShares Trust - iShares U.S. Financial Services ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
CHRS / Coherus Oncology, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
USA / Liberty All-Star Equity Fund
ACVA / ACV Auctions Inc.
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
PSCC / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
IWB / iShares Trust - iShares Russell 1000 ETF
STWD / Starwood Property Trust, Inc.
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
PG / The Procter & Gamble Company
UL / Unilever PLC - Depositary Receipt (Common Stock)
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ALV / Autoliv, Inc.
VLO / Valero Energy Corporation
AVGO / Broadcom Inc.
CCL / Carnival Corporation & plc
HD / The Home Depot, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
O / Realty Income Corporation
BEAM / Beam Therapeutics Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
DIS / The Walt Disney Company
EBAY / eBay Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
MAIN / Main Street Capital Corporation
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
PEP / PepsiCo, Inc.
SEMR / Semrush Holdings, Inc.
SPG / Simon Property Group, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
AVXL / Anavex Life Sciences Corp.
VZ / Verizon Communications Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
AEP / American Electric Power Company, Inc.
SO / The Southern Company
DIA / SPDR Dow Jones Industrial Average ETF Trust
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
ECL / Ecolab Inc.
AMD / Advanced Micro Devices, Inc.
RZV / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Value ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SHEL / Shell plc - Depositary Receipt (Common Stock)
GS / The Goldman Sachs Group, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
CWEN / Clearway Energy, Inc.
SCHW / The Charles Schwab Corporation
TJX / The TJX Companies, Inc.
BIIB / Biogen Inc.
OXY / Occidental Petroleum Corporation
IBTP / iShares Trust - iShares iBonds Dec 2034 Term Treasury ETF
NCNA / NuCana plc - Depositary Receipt (Common Stock)
PAYX / Paychex, Inc.
VNO / Vornado Realty Trust
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
NVDA / NVIDIA Corporation
LLY / Eli Lilly and Company
MU / Micron Technology, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MSFT / Microsoft Corporation
WAB / Westinghouse Air Brake Technologies Corporation
JCI / Johnson Controls International plc
WMT / Walmart Inc.
XOM / Exxon Mobil Corporation
REG / Regency Centers Corporation
AXP / American Express Company
MRVL / Marvell Technology, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
AAPL / Apple Inc.
BAC / Bank of America Corporation
INTC / Intel Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
PDO / Pimco Dynamic Income Opportunities Fund
MO / Altria Group, Inc.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
DCTH / Delcath Systems, Inc.
BK / The Bank of New York Mellon Corporation
DJT / Trump Media & Technology Group Corp.
PM / Philip Morris International Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
F / Ford Motor Company
GCBC / Greene County Bancorp, Inc.
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
SOFI / SoFi Technologies, Inc.
EDSA / Edesa Biotech, Inc.
CIM / Chimera Investment Corporation
ON / ON Semiconductor Corporation
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
EMC / Global X Funds - Global X Emerging Markets Great Consumer ETF
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
VUG / Vanguard Index Funds - Vanguard Growth ETF
PTY / PIMCO Corporate & Income Opportunity Fund
OHI / Omega Healthcare Investors, Inc.
CARR / Carrier Global Corporation
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
OTIS / Otis Worldwide Corporation
IBM / International Business Machines Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
QTUM / ETF Series Solutions - Defiance Quantum ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
SWK / Stanley Black & Decker, Inc.
BX / Blackstone Inc.
TPR / Tapestry, Inc.
CRWD / CrowdStrike Holdings, Inc.
NYF / iShares Trust - iShares New York Muni Bond ETF
AMAT / Applied Materials, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
NSC / Norfolk Southern Corporation
KR / The Kroger Co.
MBB / iShares Trust - iShares MBS ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
KMB / Kimberly-Clark Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
MDLZ / Mondelez International, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
GEHC / GE HealthCare Technologies Inc.
GPK / Graphic Packaging Holding Company
VTRS / Viatris Inc.
GE / General Electric Company
EWJ / iShares, Inc. - iShares MSCI Japan ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PTON / Peloton Interactive, Inc.
REZI / Resideo Technologies, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
T / AT&T Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AMGN / Amgen Inc.
BLK / BlackRock, Inc.
PLUG / Plug Power Inc.
AMT / American Tower Corporation
POR / Portland General Electric Company
BLNK / Blink Charging Co.
UPS / United Parcel Service, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
BSX / Boston Scientific Corporation
FI / Fiserv, Inc.
DE / Deere & Company
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ZTS / Zoetis Inc.
BNGO / Bionano Genomics, Inc.
CRM / Salesforce, Inc.
UNBX / Unity Biotechnology, Inc.
BGX / Blackstone Long-Short Credit Income Fund
ALC / Alcon Inc.
ASIX / AdvanSix Inc.
RIVN / Rivian Automotive, Inc.
MRNA / Moderna, Inc.
BRK.B / Berkshire Hathaway Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VHT / Vanguard World Fund - Vanguard Health Care ETF
FLUX / Flux Power Holdings, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
NEE / NextEra Energy, Inc.
ABBV / AbbVie Inc.
META / Meta Platforms, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CEG / Constellation Energy Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
INM / InMed Pharmaceuticals Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
S / SentinelOne, Inc.
ACCO / ACCO Brands Corporation
BWXT / BWX Technologies, Inc.
VST / Vistra Corp.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
TXN / Texas Instruments Incorporated
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
SPY / SPDR S&P 500 ETF
ETSY / Etsy, Inc.
MA / Mastercard Incorporated
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SLRC / SLR Investment Corp.
OILK / ProShares Trust - ProShares K-1 Free Crude Oil ETF
PBR.A / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
EWU / iShares Trust - iShares MSCI United Kingdom ETF
MTB / M&T Bank Corporation
PFLD / ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF
GPC / Genuine Parts Company
PFLT / PennantPark Floating Rate Capital Ltd.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
WDAY / Workday, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
KD / Kyndryl Holdings, Inc.
CSX / CSX Corporation
FBTC / Fidelity Wise Origin Bitcoin Fund
CSCO / Cisco Systems, Inc.
TFC / Truist Financial Corporation
KO / The Coca-Cola Company
IHI / iShares Trust - iShares U.S. Medical Devices ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
EQRR / ProShares Trust - ProShares Equities for Rising Rates ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
CMCSA / Comcast Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
UBER / Uber Technologies, Inc.
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
NBTB / NBT Bancorp Inc.
CVE / Cenovus Energy Inc.
UNH / UnitedHealth Group Incorporated
HTGC / Hercules Capital, Inc.
WTAI / WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
STAG / STAG Industrial, Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
NDAQ / Nasdaq, Inc.
SNSR / Global X Funds - Global X Internet of Things ETF
ROKU / Roku, Inc.
ABR / Arbor Realty Trust, Inc.
NLY / Annaly Capital Management, Inc.
AMZN / Amazon.com, Inc.
NKE / NIKE, Inc.
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
RWAY / Runway Growth Finance Corp.
C / Citigroup Inc. - Corporate Bond/Note
WMB / The Williams Companies, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
PANW / Palo Alto Networks, Inc.
Z / Zillow Group, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
SPXS / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 3X Shares
HDV / iShares Trust - iShares Core High Dividend ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
CLOU / Global X Funds - Global X Cloud Computing ETF
KLAC / KLA Corporation
ADSK / Autodesk, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
CTVA / Corteva, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
SOXX / iShares Trust - iShares Semiconductor ETF
CC / The Chemours Company
MFC / Manulife Financial Corporation
PYPL / PayPal Holdings, Inc.
CVX / Chevron Corporation
DAL / Delta Air Lines, Inc.
SYY / Sysco Corporation
SMCI / Super Micro Computer, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IP / International Paper Company
TER / Teradyne, Inc.
KMI / Kinder Morgan, Inc.
FANG / Diamondback Energy, Inc.
VRT / Vertiv Holdings Co
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
SLVM / Sylvamo Corporation
STX / Seagate Technology Holdings plc
HWM / Howmet Aerospace Inc.
EIX / Edison International
CHD / Church & Dwight Co., Inc.
CGC / Canopy Growth Corporation
SPCE / Virgin Galactic Holdings, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
LIN / Linde plc
RTX / RTX Corporation
SNAP / Snap Inc.
MRK / Merck & Co., Inc.
EXAS / Exact Sciences Corporation
TLRY / Tilray Brands, Inc.
BMY / Bristol-Myers Squibb Company
MCD / McDonald's Corporation
WBD / Warner Bros. Discovery, Inc.
CHTR / Charter Communications, Inc.
DG / Dollar General Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
BA / The Boeing Company
ACN / Accenture plc
GIS / General Mills, Inc.
CRSP / CRISPR Therapeutics AG
HAL / Halliburton Company
UHS / Universal Health Services, Inc.
DDD / 3D Systems Corporation
DUK / Duke Energy Corporation
ELV / Elevance Health, Inc.
STLA / Stellantis N.V.
EMN / Eastman Chemical Company
DD / DuPont de Nemours, Inc.
PHM / PulteGroup, Inc.
LLYVK / Liberty Live Group
SBUX / Starbucks Corporation
MNST / Monster Beverage Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
LOW / Lowe's Companies, Inc.
WM / Waste Management, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
MBC / MasterBrand, Inc.
PKG / Packaging Corporation of America
PFE / Pfizer Inc.
INCY / Incyte Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
TXT / Textron Inc.
FSLR / First Solar, Inc.
HST / Host Hotels & Resorts, Inc.
RHP / Ryman Hospitality Properties, Inc.
NKTR / Nektar Therapeutics
BEPC / Brookfield Renewable Corporation
PNR / Pentair plc
MSGS / Madison Square Garden Sports Corp.
OLP / One Liberty Properties, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
HIG / The Hartford Insurance Group, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
TIP / iShares Trust - iShares TIPS Bond ETF
AVNS / Avanos Medical, Inc.
ETR / Entergy Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
TRST / TrustCo Bank Corp NY
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VCYT / Veracyte, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
FBIN / Fortune Brands Innovations, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
BTAI / BioXcel Therapeutics, Inc.
CLRB / Cellectar Biosciences, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF