Market Value2,628,965,737
Total Holdings1054
File Date2025-08-12
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)
MTB / M&T Bank Corporation
NUE / Nucor Corporation
IBRX / ImmunityBio, Inc.
PPL / PPL Corporation
PM / Philip Morris International Inc.
PM / Philip Morris International Inc.
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
FUTU / Futu Holdings Limited - Depositary Receipt (Common Stock)
AXP / American Express Company
SPY / SPDR S&P 500 ETF
SPY / SPDR S&P 500 ETF
SPY / SPDR S&P 500 ETF
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
MDLZ / Mondelez International, Inc.
EWW / iShares, Inc. - iShares MSCI Mexico ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
BR / Broadridge Financial Solutions, Inc.
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
GRAB / Grab Holdings Limited
DBX / Dropbox, Inc.
EBAY / eBay Inc.
BKNG / Booking Holdings Inc.
CAG / Conagra Brands, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
INTU / Intuit Inc.
FTXP / Foothills Exploration, Inc.
WCN / Waste Connections, Inc.
PFFV / Global X Funds - Global X Variable Rate Preferred ETF
JLL / Jones Lang LaSalle Incorporated
NMRA / Neumora Therapeutics, Inc.
/ Apache Corp.
/ Apache Corp.
PR / Permian Resources Corporation
INVESCO QQQ TR / CALL (46090E903)
INVESCO QQQ TR / PUT (46090E953)
GLD / SPDR Gold Trust
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
IYG / iShares Trust - iShares U.S. Financial Services ETF
JAMES HARDIE INDS PLC / SPONSORED ADR (47030M106)
LAM RESEARCH CORP / CALL (512807906)
LAM RESEARCH CORP / PUT (512807956)
VPU / Vanguard World Fund - Vanguard Utilities ETF
QUANTUM SI INC / CALL (74765K905)
QUANTUM SI INC / PUT (74765K955)
BFB / Brown-Forman Corp. - Class B
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
KLAC / KLA Corporation
HALO / Halozyme Therapeutics, Inc.
BMYMP / Bristol-Myers Squibb Company - Preferred Security
HPE.PRC / Hewlett Packard Enterprise Company - Preferred Security
BAC.PRL / Bank of America Corporation - Preferred Stock
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
QEFA / SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF
RBRK / Rubrik, Inc.
USAC / USA Compression Partners, LP - Limited Partnership
UNP / Union Pacific Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
JPXUZ / JPMorgan Chase & Co.
WRB / W. R. Berkley Corporation
/ CHESAPEAKE ENERGY CORP 0.00000000
/ CHESAPEAKE ENERGY CORP 0.00000000
E / Eni S.p.A. - Depositary Receipt (Common Stock)
FTXP / Foothills Exploration, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
GE / General Electric Company
EQ / Equillium, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
LUV / Southwest Airlines Co.
SE / Sea Limited - Depositary Receipt (Common Stock)
PLTR / Palantir Technologies Inc.
DGX / Quest Diagnostics Incorporated
AAON / AAON, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
MET / MetLife, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
MTCH / Match Group, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
UBER / Uber Technologies, Inc.
HPQ / HP Inc.
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
COWS / Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
UMH / UMH Properties, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
PSO / Pearson plc - Depositary Receipt (Common Stock)
DELL / Dell Technologies Inc.
DELL / Dell Technologies Inc.
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
AMG / Affiliated Managers Group, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
FCX / Freeport-McMoRan Inc.
VRSN / VeriSign, Inc.
ITW / Illinois Tool Works Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
AMGN / Amgen Inc.
CBRE / CBRE Group, Inc.
AMGN / Amgen Inc.
ARW / Arrow Electronics, Inc.
IAU / iShares Gold Trust
PLD / Prologis, Inc.
AER / AerCap Holdings N.V.
MPC / Marathon Petroleum Corporation
FAST / Fastenal Company
WFC / Wells Fargo & Company
V / Visa Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
EBGEF / Enbridge Inc. - Preferred Stock
CWK / Cushman & Wakefield plc
GDXD / MicroSectors Gold Miners -3X Inverse Leveraged ETNs due June 29, 2040
TSLA / Tesla, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
BAX / Baxter International Inc.
AWK / American Water Works Company, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
PH / Parker-Hannifin Corporation
TSLA / Tesla, Inc.
FDG / American Century ETF Trust - American Century Focused Dynamic Growth ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
CSCO / Cisco Systems, Inc.
CSCO / Cisco Systems, Inc.
K / Kellanova
CDNS / Cadence Design Systems, Inc.
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
MCHP / Microchip Technology Incorporated
CME / CME Group Inc.
GIS / General Mills, Inc.
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
CNTB / Connect Biopharma Holdings Limited - Depositary Receipt (Common Stock)
TARS / Tarsus Pharmaceuticals, Inc.
LLY / Eli Lilly and Company
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
ED / Consolidated Edison, Inc.
ECL / Ecolab Inc.
KR / The Kroger Co.
CAH / Cardinal Health, Inc.
WMT / Walmart Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
ILMN / Illumina, Inc.
F_KZ / Ford Motor Company
CHKP / Check Point Software Technologies Ltd.
BKFOF / Brookfield Corporation - Preferred Stock
AMD / Advanced Micro Devices, Inc.
CTVA / Corteva, Inc.
MSTR / Strategy Inc
CHRD / Chord Energy Corporation
NET / Cloudflare, Inc.
ADSK / Autodesk, Inc.
EWS / iShares, Inc. - iShares MSCI Singapore ETF
GSBD / Goldman Sachs BDC, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
DD / DuPont de Nemours, Inc.
SIL / Global X Funds - Global X Silver Miners ETF
VTRS / Viatris Inc.
SON / Sonoco Products Company
BCS / Barclays PLC - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
STX / Seagate Technology Holdings plc
KRP / Kimbell Royalty Partners, LP - Limited Partnership
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
SLB / Schlumberger Limited
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
EXPE / Expedia Group, Inc.
SPG / Simon Property Group, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
DIVD / EA Series Trust - Altrius Global Dividend ETF
USM / United States Cellular Corporation
TTD / The Trade Desk, Inc.
WBD / Warner Bros. Discovery, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
CVX / Chevron Corporation
CNBS / Amplify ETF Trust - Amplify Seymour Cannabis ETF
CSWC / Capital Southwest Corporation
LYB / LyondellBasell Industries N.V.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
FFIV / F5, Inc.
SVOL / Simplify Exchange Traded Funds - Simplify Volatility Premium ETF
REMX / VanEck ETF Trust - VanEck Rare Earth/Strategic Metals ETF
PTY / PIMCO Corporate & Income Opportunity Fund
USB.PRN / US Bancorp Del
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF
BZAI.W / Blaize Holdings, Inc. - Equity Warrant
EXI / iShares Trust - iShares Global Industrials ETF
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
CLM / Cornerstone Strategic Investment Fund, Inc.
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
NLY / Annaly Capital Management, Inc.
MTBA / Simplify Exchange Traded Funds - Simplify MBS ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
CTA / Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
ARCO / Arcos Dorados Holdings Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
QS / QuantumScape Corporation
PFFA / ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF
USFD / US Foods Holding Corp.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
MAXI / Simplify Exchange Traded Funds - Simplify Bitcoin Strategy PLUS Income ETF
MYD / BlackRock MuniYield Fund, Inc.
CMCSA / Comcast Corporation
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
PSX / Phillips 66
PDO / Pimco Dynamic Income Opportunities Fund
G / Genpact Limited
SWK / Stanley Black & Decker, Inc.
DG / Dollar General Corporation
ALL / The Allstate Corporation
COTY / Coty Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
DOV / Dover Corporation
GOLD / Barrick Mining Corporation
IYJ / iShares Trust - iShares U.S. Industrials ETF
AVGO / Broadcom Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
VRSK / Verisk Analytics, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
CRH / CRH plc
EW / Edwards Lifesciences Corporation
MSFT / Microsoft Corporation
LDOS / Leidos Holdings, Inc.
MSFT / Microsoft Corporation
GMAB / Genmab A/S - Depositary Receipt (Common Stock)
SPOT / Spotify Technology S.A.
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
ES / Eversource Energy
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock)
BLDR / Builders FirstSource, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
CACI / CACI International Inc
CTRA / Coterra Energy Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
PAYX / Paychex, Inc.
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
MMU / Western Asset Managed Municipals Fund Inc.
TMO / Thermo Fisher Scientific Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
ROP / Roper Technologies, Inc.
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
CI / The Cigna Group
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
DVY / iShares Trust - iShares Select Dividend ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
CGGO / Capital Group Global Growth Equity ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
AGNC / AGNC Investment Corp.
IBIT / iShares Bitcoin Trust ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
SMOT / VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
COF / Capital One Financial Corporation
ELV / Elevance Health, Inc.
CLOI / VanEck ETF Trust - VanEck CLO ETF
MCN / XAI Madison Equity Premium Income Fund
IGE / iShares Trust - iShares North American Natural Resources ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
ODFL / Old Dominion Freight Line, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DSMC / ETF Series Solutions - Distillate Small/Mid Cash Flow ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
BSM / Black Stone Minerals, L.P. - Limited Partnership
IAUM / iShares Gold Trust Micro
FINX / Global X Funds - Global X FinTech ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
GNK / Genco Shipping & Trading Limited
CLX / The Clorox Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
CARR / Carrier Global Corporation
CGBBW / Citigroup, Inc. Warrants exp. 2018-10-28
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
CAT / Caterpillar Inc.
RC / Ready Capital Corporation
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
ABT / Abbott Laboratories
DSTL / ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
OKE / ONEOK, Inc.
CRDF / Cardiff Oncology, Inc.
ECON / Columbia ETF Trust II - Columbia Research Enhanced Emerging Economies ETF
NPCT / Nuveen Core Plus Impact Fund
SSNC / SS&C Technologies Holdings, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
BCX / Blackrock Resources & Commodities Strategy Trust
WAFD / WaFd, Inc
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
FBRT / Franklin BSP Realty Trust, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
ZTS / Zoetis Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
NZF / Nuveen Municipal Credit Income Fund
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
SO / The Southern Company
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
BX / Blackstone Inc.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
BDX / Becton, Dickinson and Company
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
JCI / Johnson Controls International plc
ET / Energy Transfer LP - Limited Partnership
VFH / Vanguard World Fund - Vanguard Financials ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
PGR / The Progressive Corporation
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
UPS / United Parcel Service, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
AEP / American Electric Power Company, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
RCL / Royal Caribbean Cruises Ltd.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
INGR / Ingredion Incorporated
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
HAUZ / DBX ETF Trust - Xtrackers International Real Estate ETF
DURA / VanEck ETF Trust - VanEck Durable High Dividend ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
PDI / PIMCO Dynamic Income Fund
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
CMG / Chipotle Mexican Grill, Inc.
HALO / Halozyme Therapeutics, Inc.
KVUE / Kenvue Inc.
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
BTO / John Hancock Financial Opportunities Fund
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
UNM / Unum Group
DE / Deere & Company
GEV / GE Vernova Inc.
BXSL / Blackstone Secured Lending Fund
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
MPLX / MPLX LP - Limited Partnership
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
TRMB / Trimble Inc.
VGM / Invesco Trust for Investment Grade Municipals
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
MS / Morgan Stanley
TMUS / T-Mobile US, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
NVS / Novartis AG - Depositary Receipt (Common Stock)
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
AVB / AvalonBay Communities, Inc.
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VKQ / Invesco Municipal Trust
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
NEE / NextEra Energy, Inc.
CGGR / Capital Group Growth ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
GT / The Goodyear Tire & Rubber Company
UTG / Reaves Utility Income Fund
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
PLMR / Palomar Holdings, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
MIN / MFS Intermediate Income Trust
EWG / iShares, Inc. - iShares MSCI Germany ETF
WDAY / Workday, Inc.
ARCC / Ares Capital Corporation
HON / Honeywell International Inc.
EA / Electronic Arts Inc.
JPC / Nuveen Preferred & Income Opportunities Fund
ALC / Alcon Inc.
ERC / Allspring Multi-Sector Income Fund
DEO / Diageo plc - Depositary Receipt (Common Stock)
FLGB / Franklin Templeton ETF Trust - Franklin FTSE United Kingdom ETF
ADM / Archer-Daniels-Midland Company
PSA / Public Storage
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ICE / Intercontinental Exchange, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ROK / Rockwell Automation, Inc.
DHR / Danaher Corporation
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
BGR / BlackRock Energy and Resources Trust
HERO / Global X Funds - Global X Video Games & Esports ETF
TGT / Target Corporation
GSG / iShares S&P GSCI Commodity-Indexed Trust
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November
AWP / abrdn Global Premier Properties Fund
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
HSY / The Hershey Company
WHR / Whirlpool Corporation
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
EXR / Extra Space Storage Inc.
ARTY / iShares Trust - iShares Future AI & Tech ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
NMZ / Nuveen Municipal High Income Opportunity Fund
PHYS / Sprott Physical Gold Trust
VGRL.X / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
GTES / Gates Industrial Corporation plc
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
IYF / iShares Trust - iShares U.S. Financials ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DFP / Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
RITM / Rithm Capital Corp.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IYW / iShares Trust - iShares U.S. Technology ETF
HQH / Abrdn Healthcare Investors
DGRO / iShares Trust - iShares Core Dividend Growth ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
IYE / iShares Trust - iShares U.S. Energy ETF
ERAS / Erasca, Inc.
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
ABNB / Airbnb, Inc.
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
MLPA / Global X Funds - Global X MLP ETF
GILD / Gilead Sciences, Inc.
RA / Brookfield Real Assets Income Fund Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
ETN / Eaton Corporation plc
CMI / Cummins Inc.
USA / Liberty All-Star Equity Fund
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
PRU / Prudential Financial, Inc.
KEY / KeyCorp
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
CGUS / Capital Group Core Equity ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
IQI / Invesco Quality Municipal Income Trust
NTRS / Northern Trust Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
IHAK / iShares Trust - iShares Cybersecurity and Tech ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
XEL / Xcel Energy Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
SOXX / iShares Trust - iShares Semiconductor ETF
NXPI / NXP Semiconductors N.V.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
NOW / ServiceNow, Inc.
DTE / DTE Energy Company
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
WMB / The Williams Companies, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
TDY / Teledyne Technologies Incorporated
NFG / National Fuel Gas Company
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
SYK / Stryker Corporation
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
OBDC / Blue Owl Capital Corporation
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
XYL / Xylem Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
WM / Waste Management, Inc.
CGDV / Capital Group Dividend Value ETF
BRK.B / Berkshire Hathaway Inc.
AMZN / Amazon.com, Inc.
IJUL / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July
PSCI / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF
IXP / iShares Trust - iShares Global Comm Services ETF
XFLT / XAI Octagon Floating Rate & Alternative Income Trust
GD / General Dynamics Corporation
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
LMT / Lockheed Martin Corporation
LMT / Lockheed Martin Corporation
DUK / Duke Energy Corporation
COR / Cencora, Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
CVS / CVS Health Corporation
SPXC / SPX Technologies, Inc.
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
SHW / The Sherwin-Williams Company
ECOW / Pacer Funds Trust - Pacer Emerging Markets Cash Cows 100 ETF
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
WBA / Walgreens Boots Alliance, Inc.
AEM / Agnico Eagle Mines Limited
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
HUBB / Hubbell Incorporated
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IWX / iShares Trust - iShares Russell Top 200 Value ETF
PNC / The PNC Financial Services Group, Inc.
BOE / BlackRock Enhanced Global Dividend Trust
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
URTH / iShares, Inc. - iShares MSCI World ETF
MBB / iShares Trust - iShares MBS ETF
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
DSTX / ETF Series Solutions - Distillate International Fundamental Stability & Value ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
O / Realty Income Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
VKI / Invesco Advantage Municipal Income Trust II
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
NAD / Nuveen Quality Municipal Income Fund
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
RGA / Reinsurance Group of America, Incorporated
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
JIVE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF
CMF / iShares Trust - iShares California Muni Bond ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BK / The Bank of New York Mellon Corporation
DHI / D.R. Horton, Inc.
EQAL / Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
BJ / BJ's Wholesale Club Holdings, Inc.
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
KMI / Kinder Morgan, Inc.
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
GL / Globe Life Inc.
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
BRK.A / Berkshire Hathaway Inc.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
CB / Chubb Limited
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
BWG / Legg Mason BW Global Income Opportunities Fund Inc.
PEP / PepsiCo, Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
SLRC / SLR Investment Corp.
PMT / PennyMac Mortgage Investment Trust
HPE / Hewlett Packard Enterprise Company
RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
VRTX / Vertex Pharmaceuticals Incorporated
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
CRGO / Freightos Limited
BLK / BlackRock, Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ANRO / Alto Neuroscience, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
RUNN / Strategic Trust - Running Oak Efficient Growth ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
AKAM / Akamai Technologies, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
JEF / Jefferies Financial Group Inc.
SNPS / Synopsys, Inc.
APA / APA Corporation
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
MSTB / ETF Series Solutions - LHA Market State Tactical Beta ETF
MDT / Medtronic plc
VTV / Vanguard Index Funds - Vanguard Value ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
GII / SPDR Index Shares Funds - SPDR S&P Global Infrastructure ETF
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
LHX / L3Harris Technologies, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
HIX / Western Asset High Income Fund II Inc.
TPR / Tapestry, Inc.
AMP / Ameriprise Financial, Inc.
NGL / NGL Energy Partners LP - Limited Partnership
VGT / Vanguard World Fund - Vanguard Information Technology ETF
STZ / Constellation Brands, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
NHS / Neuberger Berman High Yield Strategies Fund Inc.
VMO / Invesco Municipal Opportunity Trust
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF
SCHW / The Charles Schwab Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
DOX / Amdocs Limited
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
MMD / NYLI MacKay DefinedTerm Muni Opportunities Fund
FLCA / Franklin Templeton ETF Trust - Franklin FTSE Canada ETF
SPGI / S&P Global Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
KMB / Kimberly-Clark Corporation
APD / Air Products and Chemicals, Inc.
JBL / Jabil Inc.
AMT / American Tower Corporation
FDX / FedEx Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
XPRO / Expro Group Holdings N.V.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
WY / Weyerhaeuser Company
BMY / Bristol-Myers Squibb Company
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
RSPF / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
EWL / iShares, Inc. - iShares MSCI Switzerland ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
MFIC / MidCap Financial Investment Corporation
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MA / Mastercard Incorporated
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
EVV / Eaton Vance Limited Duration Income Fund
AIZ / Assurant, Inc.
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
ADP / Automatic Data Processing, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
FLIN / Franklin Templeton ETF Trust - Franklin FTSE India ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
CCI / Crown Castle Inc.
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
MDY / SPDR S&P MidCap 400 ETF Trust
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
NSIT / Insight Enterprises, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BFEB / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - February
UBS / UBS Group AG
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
WELL / Welltower Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
HWKN / Hawkins, Inc.
ARI / Apollo Commercial Real Estate Finance, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
LRCX / Lam Research Corporation
BROS / Dutch Bros Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
IIPR / Innovative Industrial Properties, Inc.
WFC.PRL / Wells Fargo & Company - Preferred Stock
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
KO / The Coca-Cola Company
VZ / Verizon Communications Inc.
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
RTX / RTX Corporation
IAK / iShares Trust - iShares U.S. Insurance ETF
EXE / Expand Energy Corporation
USB / U.S. Bancorp
WEC / WEC Energy Group, Inc.
GBDC / Golub Capital BDC, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
PSLV / Sprott Physical Silver Trust
TJX / The TJX Companies, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
CNXC / Concentrix Corporation
IRT / Independence Realty Trust, Inc.
IAT / iShares Trust - iShares U.S. Regional Banks ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
L / Loews Corporation
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
IVV / iShares Trust - iShares Core S&P 500 ETF
HDV / iShares Trust - iShares Core High Dividend ETF
ROST / Ross Stores, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
COP / ConocoPhillips
IVE / iShares Trust - iShares S&P 500 Value ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
BNS / The Bank of Nova Scotia
ACI / Albertsons Companies, Inc.
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF
WMT / Walmart Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
COST / Costco Wholesale Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IWV / iShares Trust - iShares Russell 3000 ETF
IWB / iShares Trust - iShares Russell 1000 ETF
IWM / iShares Trust - iShares Russell 2000 ETF
TRV / The Travelers Companies, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
INGN / Inogen, Inc.
PAYC / Paycom Software, Inc.
HD / The Home Depot, Inc.
JNJ / Johnson & Johnson
STT / State Street Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PYPL / PayPal Holdings, Inc.
KDP / Keurig Dr Pepper Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
PPLT / abrdn Platinum ETF Trust - abrdn Physical Platinum Shares ETF
CCEP / Coca-Cola Europacific Partners PLC
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
FLOT / iShares Trust - iShares Floating Rate Bond ETF
ACN / Accenture plc
MMC / Marsh & McLennan Companies, Inc.
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
FTS N / Fortis Inc.
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
VICI / VICI Properties Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
TIP / iShares Trust - iShares TIPS Bond ETF
COIN / Coinbase Global, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
ICL / ICL Group Ltd
UNH / UnitedHealth Group Incorporated
UNH / UnitedHealth Group Incorporated
UNH / UnitedHealth Group Incorporated
DIS / The Walt Disney Company
DIS / The Walt Disney Company
QQQ / Invesco QQQ Trust, Series 1
CRWD / CrowdStrike Holdings, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
MRK / Merck & Co., Inc.
CNC / Centene Corporation
GOOG / Alphabet Inc.
GOOG / Alphabet Inc.
CDW / CDW Corporation
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
CEG / Constellation Energy Corporation
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF
OTIS / Otis Worldwide Corporation
IX / ORIX Corporation - Depositary Receipt (Common Stock)
QCOM / QUALCOMM Incorporated
QCOM / QUALCOMM Incorporated
VFIA.X / Vanguard Index Funds - Vanguard S&P 500 ETF
OSK / Oshkosh Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
INTC / Intel Corporation
SNOW / Snowflake Inc.
INTC / Intel Corporation
MNDY / monday.com Ltd.
CIO / City Office REIT, Inc.
QSI / Quantum-Si incorporated
ISRG / Intuitive Surgical, Inc.
GGG / Graco Inc.
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
ORLY / O'Reilly Automotive, Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
ADT / ADT Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
COPX / Global X Funds - Global X Copper Miners ETF
VTR / Ventas, Inc.
MKC.V / McCormick & Company, Incorporated
SYY / Sysco Corporation
TT / Trane Technologies plc
VNT / Vontier Corporation
JPMB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
XOM / Exxon Mobil Corporation
XOM_KZ / Exxon Mobil Corporation
XOM_KZ / Exxon Mobil Corporation
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
LBRDK / Liberty Broadband Corporation
BIIB / Biogen Inc.
TROW / T. Rowe Price Group, Inc.
MCD / McDonald's Corporation
DTH / WisdomTree Trust - WisdomTree International High Dividend Fund
IHI / iShares Trust - iShares U.S. Medical Devices ETF
PPBI / Pacific Premier Bancorp, Inc.
ORCL / Oracle Corporation
SCCO / Southern Copper Corporation
ORCL / Oracle Corporation
ORCL / Oracle Corporation
BPOP / Popular, Inc.
FLKR / Franklin Templeton ETF Trust - Franklin FTSE South Korea ETF
IYM / iShares Trust - iShares U.S. Basic Materials ETF
HPE / Hewlett Packard Enterprise Company
HPE / Hewlett Packard Enterprise Company
AAP / Advance Auto Parts, Inc.
DASH / DoorDash, Inc.
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
0A18 / CGI Inc.
SHOP / Shopify Inc.
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
LIN / Linde plc
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
NKE / NIKE, Inc.
AFL / Aflac Incorporated
NOC / Northrop Grumman Corporation
QPFF / American Century ETF Trust - American Century Quality Preferred ETF
BUG / Global X Funds - Global X Cybersecurity ETF
IXC / iShares Trust - iShares Global Energy ETF
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
MMM / 3M Company
EOG / EOG Resources, Inc.
EOG / EOG Resources, Inc.
SNRE / Sunrise Communications AG - Depositary Receipt (Common Stock)
AIG / American International Group, Inc.
LBTYK / Liberty Global Ltd.
RACE / Ferrari N.V.
RXI / iShares Trust - iShares Global Consumer Discretionary ETF
CRWV / CoreWeave, Inc.
PAAA / PGIM ETF Trust - PGIM AAA CLO ETF
NSC / Norfolk Southern Corporation
EOG / EOG Resources, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
DRI / Darden Restaurants, Inc.
APO / Apollo Global Management, Inc.
IBM / International Business Machines Corporation
TRI N / Thomson Reuters Corporation
HUM / Humana Inc.
RMD / ResMed Inc.
CPRT / Copart, Inc.
ARE / Alexandria Real Estate Equities, Inc.
NFLX / Netflix, Inc.
MRK / Merck & Co., Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
IEUR / iShares Trust - iShares Core MSCI Europe ETF
SYF / Synchrony Financial
ANET / Arista Networks Inc
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
FOX / Fox Corporation
QCOM / QUALCOMM Incorporated
FER1 N / Ferrovial SE
N7T / Nutrien Ltd.
VVV / Valvoline Inc.
RSPR / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Real Estate ETF
CTSH / Cognizant Technology Solutions Corporation
SLF N / Sun Life Financial Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
BLDR / Builders FirstSource, Inc.
BLDR / Builders FirstSource, Inc.
AXON / Axon Enterprise, Inc.
DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund
T / AT&T Inc.
KEYS / Keysight Technologies, Inc.
MO / Altria Group, Inc.
STLA / Stellantis N.V.
HD / The Home Depot, Inc.
FOXA / Fox Corporation
SBUX / Starbucks Corporation
SBUX / Starbucks Corporation
SBUX / Starbucks Corporation
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
EMR / Emerson Electric Co.
NEM / Newmont Corporation
NEM / Newmont Corporation
CNI N / Canadian National Railway Company
DYAI / Dyadic International, Inc.
PEG / Public Service Enterprise Group Incorporated
AU / AngloGold Ashanti plc
TTWO / Take-Two Interactive Software, Inc.
JPM / JPMorgan Chase & Co.
RKT / Rocket Companies, Inc.
PFE / Pfizer Inc.
PFE / Pfizer Inc.
PFE / Pfizer Inc.
PYPL / PayPal Holdings, Inc.
FTNT / Fortinet, Inc.
GPN / Global Payments Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
DELL / Dell Technologies Inc.
EGO N / Eldorado Gold Corporation
HCA / HCA Healthcare, Inc.
WPM / Wheaton Precious Metals Corp.
PUK / Prudential plc - Depositary Receipt (Common Stock)
UL / Unilever PLC - Depositary Receipt (Common Stock)
PFF / iShares Trust - iShares Preferred and Income Securities ETF
BSX / Boston Scientific Corporation
RSG / Republic Services, Inc.
ADI / Analog Devices, Inc.
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
FIS / Fidelity National Information Services, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
PG / The Procter & Gamble Company
CTAS / Cintas Corporation
DBK / Deutsche Bank Aktiengesellschaft
TEL / TE Connectivity plc
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
RY / Royal Bank of Canada
GWW / W.W. Grainger, Inc.
SHOT / Safety Shot, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
NEM / Newmont Corporation
LH / Labcorp Holdings Inc.
YYY / Amplify ETF Trust - Amplify High Income ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
COG / Cabot Oil & Gas Corp.
COG / Cabot Oil & Gas Corp.
HWM / Howmet Aerospace Inc.
TSLA / Tesla, Inc.
ZS / Zscaler, Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
EXC / Exelon Corporation
TMHC / Taylor Morrison Home Corporation
MGA N / Magna International Inc.
BA / The Boeing Company
MT / ArcelorMittal S.A. - Depositary Receipt (Common Stock)
FIVG / ETF Series Solutions - Defiance Next Gen Connectivity ETF
YUMC / Yum China Holdings, Inc.
LII / Lennox International Inc.
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
BEN / Franklin Resources, Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
INDA / iShares Trust - iShares MSCI India ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
SLV / iShares Silver Trust
AAPL / Apple Inc.
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
AEE / Ameren Corporation
PRMB / Primo Brands Corporation
EVRG / Evergy, Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
KHC / The Kraft Heinz Company
NVDA / NVIDIA Corporation
NVDA / NVIDIA Corporation
DLTR / Dollar Tree, Inc.
NVDA / NVIDIA Corporation
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
APH / Amphenol Corporation
BZAI / Blaize Holdings, Inc.
AMAT / Applied Materials, Inc.
MCK / McKesson Corporation
AXS / AXIS Capital Holdings Limited
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
LOW / Lowe's Companies, Inc.
FITB / Fifth Third Bancorp
NTAP / NetApp, Inc.
MFC / Manulife Financial Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
IBB / iShares Trust - iShares Biotechnology ETF
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
TCBX / Third Coast Bancshares, Inc.
NVR / NVR, Inc.
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
META / Meta Platforms, Inc.
META / Meta Platforms, Inc.
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
PANW / Palo Alto Networks, Inc.
MOTI / VanEck ETF Trust - VanEck Morningstar International Moat ETF
COST / Costco Wholesale Corporation
COST / Costco Wholesale Corporation
AAPL / Apple Inc.
AAPL / Apple Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CSCO / Cisco Systems, Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
GM / General Motors Company
VAW / Vanguard World Fund - Vanguard Materials ETF
CL / Colgate-Palmolive Company
NFLX / Netflix, Inc.
CYBR / CyberArk Software Ltd.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CCJ / Cameco Corporation
BAC / Bank of America Corporation
BAC / Bank of America Corporation
HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
ADBE / Adobe Inc.
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF
CRM / Salesforce, Inc.
GOOGL / Alphabet Inc.
MU / Micron Technology, Inc.
C / Citigroup Inc. - Corporate Bond/Note
C / Citigroup Inc. - Corporate Bond/Note