Market Value139,980,302
Total Holdings439
File Date2024-07-29
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)
EFX / Equifax Inc.
X / United States Steel Corporation
PH / Parker-Hannifin Corporation
EEMA / iShares, Inc. - iShares MSCI Emerging Markets Asia ETF
CVNA / Carvana Co.
HSY / The Hershey Company
NFLX / Netflix, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
NKE / NIKE, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GOOG / Alphabet Inc.
DIS / The Walt Disney Company
WMPN / William Penn Bancorporation
MSFT / Microsoft Corporation
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
GOLD / Barrick Mining Corporation
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
SWBI / Smith & Wesson Brands, Inc.
LILM / Lilium N.V.
WBA / Walgreens Boots Alliance, Inc.
AKTS / Akoustis Technologies, Inc.
TD / The Toronto-Dominion Bank
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
COKE / Coca-Cola Consolidated, Inc.
XYZ / Block, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
ES / Eversource Energy
CUE / Cue Biopharma, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
PRGO / Perrigo Company plc
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
MGM / MGM Resorts International
AA / Alcoa Corporation
AFL / Aflac Incorporated
F / Ford Motor Company
D / Dominion Energy, Inc.
EWBC / East West Bancorp, Inc.
GD / General Dynamics Corporation
FTNT / Fortinet, Inc.
KD / Kyndryl Holdings, Inc.
CCL / Carnival Corporation & plc
AMZN / Amazon.com, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
PLD / Prologis, Inc.
GIS / General Mills, Inc.
VLTO / Veralto Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HON / Honeywell International Inc.
C / Citigroup Inc. - Corporate Bond/Note
EMR / Emerson Electric Co.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
CROX / Crocs, Inc.
EQIX / Equinix, Inc.
WEN / The Wendy's Company
BCE / BCE Inc.
MNMD / Mind Medicine (MindMed) Inc.
WMT / Walmart Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
EWU / iShares Trust - iShares MSCI United Kingdom ETF
MAR / Marriott International, Inc.
IBM / International Business Machines Corporation
TMDX / TransMedics Group, Inc.
INTU / Intuit Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
PENN / PENN Entertainment, Inc.
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
SOUN / SoundHound AI, Inc.
BAC.PRL / Bank of America Corporation - Preferred Stock
HHC / Howard Hughes Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VRTV / Veritiv Corp
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
TV / Grupo Televisa, S.A.B. - Depositary Receipt (Common Stock)
IYT / iShares Trust - iShares U.S. Transportation ETF
SONO / Sonos, Inc.
DGX / Quest Diagnostics Incorporated
IYH / iShares Trust - iShares U.S. Healthcare ETF
BEEM / Beam Global
SBSW / Sibanye Stillwater Limited - Depositary Receipt (Common Stock)
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
KW / Kennedy-Wilson Holdings, Inc.
INDO / Indonesia Energy Corporation Limited
LIBERTY MEDIA CORP DEL / COM C SIRIUSXM (531229607)
EQC / Equity Commonwealth
BSJN / Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
FRCB / First Republic Bank
WSO / Watsco, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
HDV / iShares Trust - iShares Core High Dividend ETF
TWNK / Hostess Brands Inc - Class A
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
IYF / iShares Trust - iShares U.S. Financials ETF
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
IEV / iShares Trust - iShares Europe ETF
AOS / A. O. Smith Corporation
MBB / iShares Trust - iShares MBS ETF
SMR / NuScale Power Corporation
PCG / PG&E Corporation
AXSM / Axsome Therapeutics, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
TXN / Texas Instruments Incorporated
SWN / Southwestern Energy Company
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
TELL / Tellurian Inc.
VFC / V.F. Corporation
GEHC / GE HealthCare Technologies Inc.
VSTO / Vista Outdoor Inc.
RVT / Royce Small-Cap Trust, Inc.
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
FUN / Six Flags Entertainment Corporation
GILT / Gilat Satellite Networks Ltd.
GNLN / Greenlane Holdings, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
LTHM / Livent Corporation
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
LNTH / Lantheus Holdings, Inc.
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
EMCR / DBX ETF Trust - Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF
GSAT / Globalstar, Inc.
HYZN / Hyzon Motors Inc.
PARA / Paramount Global
CULL / Cullman Bancorp, Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
WEAT / Teucrium Commodity Trust - Teucrium Wheat Fund
SCHW / The Charles Schwab Corporation
MO / Altria Group, Inc.
TJX / The TJX Companies, Inc.
ALB / Albemarle Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ECL / Ecolab Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
HOG / Harley-Davidson, Inc.
HYFM / Hydrofarm Holdings Group, Inc.
LABORATORY CORP AMER HLDGS / (50540R409)
SPCE / Virgin Galactic Holdings, Inc.
TR / Tootsie Roll Industries, Inc.
EVVAQ / Enviva Inc.
DVY / iShares Trust - iShares Select Dividend ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
RUN / Sunrun Inc.
TCBC / TC Bancshares, Inc.
RXO / RXO, Inc.
TU / TELUS Corporation
GETR / Getaround, Inc.
GPN / Global Payments Inc.
RELY / Remitly Global, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
KERN / Akerna Corp.
ICLN / iShares Trust - iShares Global Clean Energy ETF
GRWG / GrowGeneration Corp.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
LTRX / Lantronix, Inc.
MKC / McCormick & Company, Incorporated
LRCX / Lam Research Corporation
CMPS / COMPASS Pathways plc - Depositary Receipt (Common Stock)
UPS / United Parcel Service, Inc.
LCID / Lucid Group, Inc.
U / Unity Software Inc.
EL / The Estée Lauder Companies Inc.
EXPD / Expeditors International of Washington, Inc.
ACI / Albertsons Companies, Inc.
SHOP / Shopify Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
CTVA / Corteva, Inc.
HOLX / Hologic, Inc.
BDX / Becton, Dickinson and Company
ANF / Abercrombie & Fitch Co.
PLTR / Palantir Technologies Inc.
SNAP / Snap Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SNDL / SNDL Inc.
MTZ / MasTec, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
FITB / Fifth Third Bancorp
CL / Colgate-Palmolive Company
HD / The Home Depot, Inc.
LHX / L3Harris Technologies, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
T / AT&T Inc.
LAC / Lithium Americas Corp.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ACN / Accenture plc
C.WSA / Citigroup, Inc.
GLD / SPDR Gold Trust
GOOGL / Alphabet Inc.
QQQ / Invesco QQQ Trust, Series 1
ABT / Abbott Laboratories
GPC / Genuine Parts Company
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CHS / Chico's FAS, Inc.
XYL / Xylem Inc.
CRWD / CrowdStrike Holdings, Inc.
ACHR / Archer Aviation Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
BKR / Baker Hughes Company
EBAY / eBay Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
USB / U.S. Bancorp
BLDR / Builders FirstSource, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
NSTS / NSTS Bancorp, Inc.
FCX / Freeport-McMoRan Inc.
CSCO / Cisco Systems, Inc.
PSTG / Pure Storage, Inc.
COST / Costco Wholesale Corporation
JNJ / Johnson & Johnson
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DOCU / DocuSign, Inc.
FDX / FedEx Corporation
ZION / Zions Bancorporation, National Association
MSGE / Madison Square Garden Entertainment Corp.
LUV / Southwest Airlines Co.
SNOW / Snowflake Inc.
DHR / Danaher Corporation
DUK / Duke Energy Corporation
WFC / Wells Fargo & Company
GLW / Corning Incorporated
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
ADP / Automatic Data Processing, Inc.
BBWI / Bath & Body Works, Inc.
V / Visa Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
CTRA / Coterra Energy Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
BROS / Dutch Bros Inc.
INDI / indie Semiconductor, Inc.
DAL / Delta Air Lines, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
BA / The Boeing Company
KR / The Kroger Co.
ZTS / Zoetis Inc.
SLV / iShares Silver Trust
TGT / Target Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
SPY / SPDR S&P 500 ETF
CVX / Chevron Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
UNH / UnitedHealth Group Incorporated
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
MMM / 3M Company
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
VAC / Marriott Vacations Worldwide Corporation
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
KKR / KKR & Co. Inc.
LNC / Lincoln National Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
PEP / PepsiCo, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
META / Meta Platforms, Inc.
RXRX / Recursion Pharmaceuticals, Inc.
NUE / Nucor Corporation
ZS / Zscaler, Inc.
COP / ConocoPhillips
PG / The Procter & Gamble Company
AXP / American Express Company
PYPL / PayPal Holdings, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
RNGR / Ranger Energy Services, Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
NTR / Nutrien Ltd.
MSGS / Madison Square Garden Sports Corp.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
ROP / Roper Technologies, Inc.
NVR / NVR, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
NLY / Annaly Capital Management, Inc.
SCI / Service Corporation International
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SWK / Stanley Black & Decker, Inc.
EWG / iShares, Inc. - iShares MSCI Germany ETF
DLR / Digital Realty Trust, Inc.
HSDT / Helius Medical Technologies, Inc.
WTM / White Mountains Insurance Group, Ltd.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
DVN / Devon Energy Corporation
CGC / Canopy Growth Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FANG / Diamondback Energy, Inc.
EGP / EastGroup Properties, Inc.
EBC / Eastern Bankshares, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
TFC / Truist Financial Corporation
VZ / Verizon Communications Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
INTC / Intel Corporation
AAPL / Apple Inc.
SLVM / Sylvamo Corporation
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
MU / Micron Technology, Inc.
JPM / JPMorgan Chase & Co.
GM / General Motors Company
CNC / Centene Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
KDP / Keurig Dr Pepper Inc.
KO / The Coca-Cola Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MRK / Merck & Co., Inc.
CLSK / CleanSpark, Inc.
DOV / Dover Corporation
GAB / The Gabelli Equity Trust Inc.
WTER / The Alkaline Water Company Inc.
TRV / The Travelers Companies, Inc.
XPO / XPO, Inc.
APD / Air Products and Chemicals, Inc.
PM / Philip Morris International Inc.
LAAC / Lithium Argentina AG
PPG / PPG Industries, Inc.
CANADIAN PAC RY LTD / (13645T100)
CROWN ELECTROKINETICS CORP / (228339206)
ARNC / Arconic Corporation
EMBC / Embecta Corp.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ATVI / Activision Blizzard Inc
NEP / XPLR Infrastructure, LP - Limited Partnership
GTX / Garrett Motion Inc.
AJG / Arthur J. Gallagher & Co.
IAU / iShares Gold Trust
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
ENPH / Enphase Energy, Inc.
CARV / Carver Bancorp, Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
PCT / PureCycle Technologies, Inc.
EVGO / EVgo, Inc.
CHPT / ChargePoint Holdings, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
BILL / BILL Holdings, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
MA / Mastercard Incorporated
CPT / Camden Property Trust
BMY / Bristol-Myers Squibb Company
RLMD / Relmada Therapeutics, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
QVAL / EA Series Trust - Alpha Architect U.S. Quantitative Value ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
EVX / VanEck ETF Trust - VanEck Environmental Services ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
NOC / Northrop Grumman Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
DXCM / DexCom, Inc.
ABBV / AbbVie Inc.
ALK / Alaska Air Group, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
ETSY / Etsy, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
BRK.B / Berkshire Hathaway Inc.
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
ABNB / Airbnb, Inc.
NVDA / NVIDIA Corporation
TLRY / Tilray Brands, Inc.
NOW / ServiceNow, Inc.
EOS / Eaton Vance Enhanced Equity Income Fund II
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
TEL / TE Connectivity plc
WM / Waste Management, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VSCO / Victoria's Secret & Co.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
IP / International Paper Company
STT / State Street Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PFE / Pfizer Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
AVGO / Broadcom Inc.
NEE / NextEra Energy, Inc.
GE / General Electric Company
ARCO / Arcos Dorados Holdings Inc.
LOW / Lowe's Companies, Inc.
RCI / Rogers Communications Inc.
RCL / Royal Caribbean Cruises Ltd.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
EW / Edwards Lifesciences Corporation
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
JCI / Johnson Controls International plc
ISRG / Intuitive Surgical, Inc.
TMO / Thermo Fisher Scientific Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
XOM / Exxon Mobil Corporation
ZION / Zions Bancorporation, National Association
QCOM / QUALCOMM Incorporated
DKNG / DraftKings Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
VLO / Valero Energy Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SO / The Southern Company
TSN / Tyson Foods, Inc.
SPOT / Spotify Technology S.A.
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
SEE / Sealed Air Corporation
FORA / Forian Inc.
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SBUX / Starbucks Corporation
ITW / Illinois Tool Works Inc.
SPHR / Sphere Entertainment Co.
KHC / The Kraft Heinz Company
CMCSA / Comcast Corporation
CHWY / Chewy, Inc.
MCHP / Microchip Technology Incorporated
TOWN / TowneBank
FIVE / Five Below, Inc.
GILD / Gilead Sciences, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
PD / PagerDuty, Inc.
OGN / Organon & Co.
QLD / ProShares Trust - ProShares Ultra QQQ
OMC / Omnicom Group Inc.
LMT / Lockheed Martin Corporation
SSO / ProShares Trust - ProShares Ultra S&P500
ZM / Zoom Communications Inc.
CHX / ChampionX Corporation
CAT / Caterpillar Inc.
LEG / Leggett & Platt, Incorporated
HWM / Howmet Aerospace Inc.
AVY / Avery Dennison Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
ORCL / Oracle Corporation
IBB / iShares Trust - iShares Biotechnology ETF
BIIB / Biogen Inc.
RIVN / Rivian Automotive, Inc.
OTIS / Otis Worldwide Corporation
INSP / Inspire Medical Systems, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
SLB / Schlumberger Limited
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
WBND / Legg Mason ETF Investment Trust - Western Asset Total Return ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CI / The Cigna Group
MET / MetLife, Inc.
BAC / Bank of America Corporation
MKL / Markel Group Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
CRM / Salesforce, Inc.
HCP / HashiCorp, Inc.
OGI / Organigram Global Inc.
EXC / Exelon Corporation
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
MDLZ / Mondelez International, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
CLST / Catalyst Bancorp, Inc.
LLY / Eli Lilly and Company
IDV / iShares Trust - iShares International Select Dividend ETF
RTX / RTX Corporation
CARR / Carrier Global Corporation
PAYX / Paychex, Inc.
HI / Hillenbrand, Inc.
ET / Energy Transfer LP - Limited Partnership
EPD / Enterprise Products Partners L.P. - Limited Partnership
VTRS / Viatris Inc.
PDLB / Ponce Financial Group, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
DFS / Discover Financial Services
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
CSTM / Constellium SE
AMGN / Amgen Inc.
HAS / Hasbro, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
FLEX / Flex Ltd.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
CVS / CVS Health Corporation
JOBY / Joby Aviation, Inc.
CVE / Cenovus Energy Inc.
BERY / Berry Global Group, Inc.
COR / Cencora, Inc.
SRE / Sempra
PSX / Phillips 66
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
HBAN / Huntington Bancshares Incorporated
IWM / iShares Trust - iShares Russell 2000 ETF
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
ATHA / Athira Pharma, Inc.
MCD / McDonald's Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
WBD / Warner Bros. Discovery, Inc.
RPRX / Royalty Pharma plc
PSLV / Sprott Physical Silver Trust
NYT / The New York Times Company
GTX / Garrett Motion Inc.
ZG / Zillow Group, Inc.