Market Value1,070,052,268
Total Holdings395
File Date2025-05-08
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
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VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CMS / CMS Energy Corporation
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
ANET / Arista Networks Inc
MRK / Merck & Co., Inc.
MMC / Marsh & McLennan Companies, Inc.
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
META / Meta Platforms, Inc.
FDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - December
BUFF / Innovator ETFs Trust - Innovator Laddered Allocation Power Buffer ETF
DHR / Danaher Corporation
CDNS / Cadence Design Systems, Inc.
QQQ / Invesco QQQ Trust, Series 1
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MSFT / Microsoft Corporation
HSY / The Hershey Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BOCT / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - October
VMC / Vulcan Materials Company
FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July
ACN / Accenture plc
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
CLX / The Clorox Company
DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January
IAUM / iShares Gold Trust Micro
SNPS / Synopsys, Inc.
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
XOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
HYT / BlackRock Corporate High Yield Fund, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
JANT / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer10 Jan ETF
OVF / Listed Funds Trust - Overlay Shares Foreign Equity ETF
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
APD / Air Products and Chemicals, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CGSM / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
GCC / WisdomTree Trust - WisdomTree Enhanced Commodity Strategy Fund
DAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - August
HES / Hess Corporation
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
RFDA / ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
OVLH / Listed Funds Trust - Overlay Shares Hedged Large Cap Equity ETF
MTGP / WisdomTree Trust - WisdomTree Mortgage Plus Bond Fund
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
ETN / Eaton Corporation plc
IVE / iShares Trust - iShares S&P 500 Value ETF
WMT / Walmart Inc.
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June
WTAI / WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund
COST / Costco Wholesale Corporation
CAT / Caterpillar Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BLK / BlackRock, Inc.
BUFZ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Moderate Buffer ETF
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
PSFF / Pacer Funds Trust - Pacer Swan SOS Fund of Funds ETF
FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund
DAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
RTX / RTX Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
KHPI / Managed Portfolio Series - Kensington Hedged Premium Income ETF
GE / General Electric Company
IWM / iShares Trust - iShares Russell 2000 ETF
FIRST TR EXCHANGE-TRADED FD / CAP STRENGTH ETF (33741A102)
FIRST TR EXCHANGE-TRADED FD / DJ INTERNT IDX (33742F100)
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PALC / Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
GLD / SPDR Gold Trust
DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund
BAPR / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - April
COP / ConocoPhillips
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
IWR / iShares Trust - iShares Russell Mid-Cap ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
CVX / Chevron Corporation
BUFQ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
FI / Fiserv, Inc.
MA / Mastercard Incorporated
APH / Amphenol Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
T / AT&T Inc.
PH / Parker-Hannifin Corporation
VZ / Verizon Communications Inc.
KO / The Coca-Cola Company
IBM / International Business Machines Corporation
SSO / ProShares Trust - ProShares Ultra S&P500
TSLA / Tesla, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January
QHY / WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
WFC / Wells Fargo & Company
IWL / iShares Trust - iShares Russell Top 200 ETF
TLSA / Tiziana Life Sciences Ltd
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
FMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May
ITW / Illinois Tool Works Inc.
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
EFA / iShares Trust - iShares MSCI EAFE ETF
QJUN / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - June
PSFM / Pacer Funds Trust - Pacer Swan SOS Flex (April) ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
KMI / Kinder Morgan, Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
XJUN / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
BJAN / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January
AEP / American Electric Power Company, Inc.
EVV / Eaton Vance Limited Duration Income Fund
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
GDEC / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - December
OVT / Listed Funds Trust - Overlay Shares Short Term Bond ETF
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
OVM / Listed Funds Trust - Overlay Shares Municipal Bond ETF
FSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September
TJUL / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to July 2027
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
JULT / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer10 Jul ETF
XLSR / SSGA Active Trust - SPDR SSGA US Sector Rotation ETF
OZ / Belpointe PREP, LLC
WTMF / WisdomTree Trust - WisdomTree Managed Futures Strategy Fund
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
DNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - November
APRT / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer10 Apr ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
PAMC / Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
PFE / Pfizer Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
MCD / McDonald's Corporation
AXP / American Express Company
RSG / Republic Services, Inc.
IBLC / iShares Trust - iShares Blockchain and Tech ETF
IAU / iShares Gold Trust
DMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - May
GWW / W.W. Grainger, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CGGR / Capital Group Growth ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
RCL / Royal Caribbean Cruises Ltd.
ABBV / AbbVie Inc.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
FSMB / First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF
DUK / Duke Energy Corporation
IBIT / iShares Bitcoin Trust ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
YYY / Amplify ETF Trust - Amplify High Income ETF
USB / U.S. Bancorp
FCX / Freeport-McMoRan Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
AVRE / American Century ETF Trust - Avantis Real Estate ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MO / Altria Group, Inc.
RFCI / ALPS ETF Trust - RiverFront Dynamic Core Income ETF
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
BAC / Bank of America Corporation
DMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - March
FLOT / iShares Trust - iShares Floating Rate Bond ETF
DFS / Discover Financial Services
EDOW / First Trust Exchange-Traded Fund - First Trust Dow 30 Equal Weight ETF
FNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November
IYW / iShares Trust - iShares U.S. Technology ETF
MBSF / Valued Advisers Trust - Regan Floating Rate MBS ETF
GOOG / Alphabet Inc.
CRM / Salesforce, Inc.
ADP / Automatic Data Processing, Inc.
SPGI / S&P Global Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
GJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June
FID / First Trust Exchange-Traded Fund VI - First Trust S&P International Dividend Aristocrats ETF
MMM / 3M Company
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
PAYX / Paychex, Inc.
DSU / BlackRock Debt Strategies Fund, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
XOM / Exxon Mobil Corporation
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
MUB / iShares Trust - iShares National Muni Bond ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
AJAN / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to January 2026
VRIG / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Variable Rate Investment Grade ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LOW / Lowe's Companies, Inc.
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
STX / Seagate Technology Holdings plc
BA / The Boeing Company
FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
O / Realty Income Corporation
SSB / SouthState Bank Corporation
BTAL / AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
MS / Morgan Stanley
MET / MetLife, Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
GANX / Gain Therapeutics, Inc.
DELL / Dell Technologies Inc.
BAH / Booz Allen Hamilton Holding Corporation
MPWR / Monolithic Power Systems, Inc.
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
FIX / Comfort Systems USA, Inc.
VRRM / Verra Mobility Corporation
VRTX / Vertex Pharmaceuticals Incorporated
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
PRIM / Primoris Services Corporation
BUFS / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Small Cap Moderate Buffer ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
SPDN / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 1X Shares
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
SAIA / Saia, Inc.
CMG / Chipotle Mexican Grill, Inc.
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
ELD / WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund
ADUS / Addus HomeCare Corporation
FEP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Europe AlphaDEX Fund
UAPR / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - April
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
ZAUG / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr August
MANH / Manhattan Associates, Inc.
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
NJUL / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - July
CLH / Clean Harbors, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
FOUR / Shift4 Payments, Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
MEDP / Medpace Holdings, Inc.
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
CRH / CRH plc
HIG / The Hartford Insurance Group, Inc.
HALO / Halozyme Therapeutics, Inc.
TOWN / TowneBank
COR / Cencora, Inc.
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
MARM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - March
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
MMYT / MakeMyTrip Limited
SPXC / SPX Technologies, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
CPRX / Catalyst Pharmaceuticals, Inc.
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
EMDM / First Trust Exchange-Traded Fund II - First Trust Bloomberg Emerging Market Democracies ETF
CLM / Cornerstone Strategic Investment Fund, Inc.
IDXX / IDEXX Laboratories, Inc.
AEE / Ameren Corporation
DUOL / Duolingo, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
QFLR / Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
QCOM / QUALCOMM Incorporated
XSEP / FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
RFDI / First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
FRI / First Trust Exchange-Traded Fund - First Trust S&P REIT Index Fund
SFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - February
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
DDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December
ABT / Abbott Laboratories
LONZ / PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund
XDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
GNOV / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - November
BRK.B / Berkshire Hathaway Inc.
NTSX / WisdomTree Trust - WisdomTree U.S. Efficient Core Fund
MPW / Medical Properties Trust, Inc.
EMR / Emerson Electric Co.
SRV / NXG Cushing Midstream Energy Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
AFL / Aflac Incorporated
SILA / Sila Realty Trust, Inc.
NFLX / Netflix, Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
AAPL / Apple Inc.
BCAT / BlackRock Capital Allocation Term Trust
USMF / WisdomTree Trust - WisdomTree U.S. Multifactor Fund
OVB / Listed Funds Trust - Overlay Shares Core Bond ETF
FTNT / Fortinet, Inc.
WPM / Wheaton Precious Metals Corp.
POST / Post Holdings, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BUFT / First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Defensive ETF
FIIG / First Trust Intermediate Duration Investment Grade Corporate ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
CACI / CACI International Inc
JNJ / Johnson & Johnson
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
AJG / Arthur J. Gallagher & Co.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August
SPEU / SPDR Index Shares Funds - SPDR Portfolio Europe ETF
OVS / Listed Funds Trust - Overlay Shares Small Cap Equity ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
GNOM / Global X Funds - Global X Genomics & Biotechnology ETF
NVDA / NVIDIA Corporation
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
SPY / SPDR S&P 500 ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
DSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - September
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
LLY / Eli Lilly and Company
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
TSLL / Direxion Shares ETF Trust - Direxion Daily TSLA Bull 2X Shares
OEF / iShares Trust - iShares S&P 100 ETF
HARD / Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
GMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - March
NEE / NextEra Energy, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
V / Visa Inc.
NKE / NIKE, Inc.
QGRW / WisdomTree Trust - WisdomTree U.S. Quality Growth Fund
TSCO / Tractor Supply Company
ET / Energy Transfer LP - Limited Partnership
XMAR / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
CCJ / Cameco Corporation
ALL / The Allstate Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
TXN / Texas Instruments Incorporated
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
KR / The Kroger Co.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
AMZN / Amazon.com, Inc.
UMAY / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - May
UPS / United Parcel Service, Inc.
AON / Aon plc
PM / Philip Morris International Inc.
GS / The Goldman Sachs Group, Inc.
TMUS / T-Mobile US, Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
CSCO / Cisco Systems, Inc.
FFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - February
PPI / Investment Managers Series Trust II - Astoria Real Assets ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PNC / The PNC Financial Services Group, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
FMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - March
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
GBAB / Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
VTV / Vanguard Index Funds - Vanguard Value ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
ORCL / Oracle Corporation
PG / The Procter & Gamble Company
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
ETHE / Grayscale Ethereum Trust
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
WM / Waste Management, Inc.
RACE / Ferrari N.V.
AOCT / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to October 2026
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
MBB / iShares Trust - iShares MBS ETF
AVGO / Broadcom Inc.
TJX / The TJX Companies, Inc.
CLOI / VanEck ETF Trust - VanEck CLO ETF
SLV / iShares Silver Trust
PANW / Palo Alto Networks, Inc.
AMGN / Amgen Inc.
WCBR / WisdomTree Trust - WisdomTree Cybersecurity Fund
HD / The Home Depot, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April
SPG / Simon Property Group, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
FTRI / First Trust Exchange-Traded Fund II - First Trust Indxx Global Natural Resources Income ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
UVSP / Univest Financial Corporation
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
LMT / Lockheed Martin Corporation
DFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - February
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
DJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - June
GFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - February
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
OVL / Listed Funds Trust - Overlay Shares Large Cap Equity ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
PEP / PepsiCo, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July
SO / The Southern Company
UNOV / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - November
PRU / Prudential Financial, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
RIG / Transocean Ltd.
IVW / iShares Trust - iShares S&P 500 Growth ETF
BJUL / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - July
PLTR / Palantir Technologies Inc.
GOOGL / Alphabet Inc.
CYH / Community Health Systems, Inc.
JPM / JPMorgan Chase & Co.
MSTR / Strategy Inc
SPD / Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF
AAPR / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to April 2026
HON / Honeywell International Inc.
UNH / UnitedHealth Group Incorporated
PHYL / PGIM ETF Trust - PGIM Active High Yield Bond ETF
NOC / Northrop Grumman Corporation