Market Value1,030,354,638
Total Holdings769
File Date2024-01-17
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)
USFD / US Foods Holding Corp.
ZBH / Zimmer Biomet Holdings, Inc.
ATVI / Activision Blizzard Inc
AEVA / Aeva Technologies, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
GD / General Dynamics Corporation
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
WFC / Wells Fargo & Company
XYZ / Block, Inc.
AEE / Ameren Corporation
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
AOUT / American Outdoor Brands, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BX / Blackstone Inc.
WBA / Walgreens Boots Alliance, Inc.
ACHR / Archer Aviation Inc.
ZTS / Zoetis Inc.
PAYX / Paychex, Inc.
ACLS / Axcelis Technologies, Inc.
BLDP / Ballard Power Systems Inc.
MCI / Barings Corporate Investors
BKH / Black Hills Corporation
SHYM / BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF
BEPC / Brookfield Renewable Corporation
CALM / Cal-Maine Foods, Inc.
CSCO / Cisco Systems, Inc.
GOEV / Canoo Inc.
CMA / Comerica Incorporated
CFLT / Confluent, Inc.
HD / The Home Depot, Inc.
CBRL / Cracker Barrel Old Country Store, Inc.
PLAY / Dave & Buster's Entertainment, Inc.
DOCU / DocuSign, Inc.
EQRX / EQRx Inc
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
MELI / MercadoLibre, Inc.
ENR / Energizer Holdings, Inc.
ETSY / Etsy, Inc.
FMC / FMC Corporation
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
OTIS / Otis Worldwide Corporation
FLBL / Franklin Templeton ETF Trust - Franklin Senior Loan ETF
GDV / The Gabelli Dividend & Income Trust
GGZ / The Gabelli Global Small and Mid Cap Value Trust
GTLB / GitLab Inc.
HROW / Harrow, Inc.
YUM / Yum! Brands, Inc.
AMP / Ameriprise Financial, Inc.
INSG / Inseego Corp.
DFS / Discover Financial Services
LAZR / Luminar Technologies, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
GWW / W.W. Grainger, Inc.
TEL / TE Connectivity plc
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
SLV / iShares Silver Trust
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
WDAY / Workday, Inc.
GSG / iShares S&P GSCI Commodity-Indexed Trust
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
LH / Labcorp Holdings Inc.
CRF / Cornerstone Total Return Fund, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
NWL / Newell Brands Inc.
NUS / Nu Skin Enterprises, Inc.
OTLY / Oatly Group AB - Depositary Receipt (Common Stock)
NLOP / Net Lease Office Properties
OMI / Owens & Minor, Inc.
TRP / TC Energy Corporation
PNM / PNM Resources, Inc.
POR / Portland General Electric Company
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
SCHW / The Charles Schwab Corporation
MATV / Mativ Holdings, Inc.
SRC / Spirit Realty Capital, Inc.
SWK / Stanley Black & Decker, Inc.
FLO / Flowers Foods, Inc.
DKNG / DraftKings Inc.
THLV / THOR Financial Technologies Trust - THOR Equal Weight Low Volatility ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
TTC / The Toro Company
LOW / Lowe's Companies, Inc.
TRV / The Travelers Companies, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VGR / Vector Group Ltd.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
USVM / Victory Portfolios II - VictoryShares US Small Mid Cap Value Momentum ETF
VMW / Vmware Inc. - Class A
WHR / Whirlpool Corporation
AGZD / WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
SHAG / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
CAG / Conagra Brands, Inc.
NE / Noble Corporation plc
STX / Seagate Technology Holdings plc
HAS / Hasbro, Inc.
PLD / Prologis, Inc.
BRO / Brown & Brown, Inc.
FDS / FactSet Research Systems Inc.
HUBS / HubSpot, Inc.
ABBV / AbbVie Inc.
WRB / W. R. Berkley Corporation
VICR / Vicor Corporation
MA / Mastercard Incorporated
FCX / Freeport-McMoRan Inc.
O / Realty Income Corporation
YUMC / Yum China Holdings, Inc.
CL / Colgate-Palmolive Company
DIS / The Walt Disney Company
ASIX / AdvanSix Inc.
NOC / Northrop Grumman Corporation
AIG / American International Group, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
WBD / Warner Bros. Discovery, Inc.
LNTH / Lantheus Holdings, Inc.
SPOT / Spotify Technology S.A.
SWBI / Smith & Wesson Brands, Inc.
ED / Consolidated Edison, Inc.
CLX / The Clorox Company
SYY / Sysco Corporation
IDXX / IDEXX Laboratories, Inc.
KMB / Kimberly-Clark Corporation
MPC / Marathon Petroleum Corporation
NFLX / Netflix, Inc.
ZM / Zoom Communications Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
TGT / Target Corporation
DD / DuPont de Nemours, Inc.
GILD / Gilead Sciences, Inc.
KO / The Coca-Cola Company
AMT / American Tower Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
ALB / Albemarle Corporation
STT / State Street Corporation
APO / Apollo Global Management, Inc.
MNST / Monster Beverage Corporation
SHOP / Shopify Inc.
BNS / The Bank of Nova Scotia
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
STAG / STAG Industrial, Inc.
SO / The Southern Company
ADBE / Adobe Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
COST / Costco Wholesale Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MED / Medifast, Inc.
FTNT / Fortinet, Inc.
SWKS / Skyworks Solutions, Inc.
CUE / Cue Biopharma, Inc.
CVS / CVS Health Corporation
AZO / AutoZone, Inc.
ALL / The Allstate Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
JCI / Johnson Controls International plc
ZIMV / ZimVie Inc.
ADI / Analog Devices, Inc.
ET / Energy Transfer LP - Limited Partnership
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
BXSL / Blackstone Secured Lending Fund
UTL / Unitil Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
CPB / The Campbell's Company
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MFC / Manulife Financial Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
XHR / Xenia Hotels & Resorts, Inc.
PCG / PG&E Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
WPC / W. P. Carey Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
LYV / Live Nation Entertainment, Inc.
GLPI / Gaming and Leisure Properties, Inc.
NYF / iShares Trust - iShares New York Muni Bond ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
STZ / Constellation Brands, Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
BSSX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF
STRV / EA Series Trust - Strive 500 ETF
ROKU / Roku, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
CBRE / CBRE Group, Inc.
HTGC / Hercules Capital, Inc.
HAL / Halliburton Company
TLRY / Tilray Brands, Inc.
PSTG / Pure Storage, Inc.
SRE / Sempra
ADSK / Autodesk, Inc.
ES / Eversource Energy
PARA / Paramount Global
TTD / The Trade Desk, Inc.
F / Ford Motor Company
MSI / Motorola Solutions, Inc.
FLR / Fluor Corporation
IRT / Independence Realty Trust, Inc.
RBLX / Roblox Corporation
OBDC / Blue Owl Capital Corporation
LUV / Southwest Airlines Co.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ITW / Illinois Tool Works Inc.
HBI / Hanesbrands Inc.
AMGN / Amgen Inc.
FLNG / FLEX LNG Ltd.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
TW / Tradeweb Markets Inc.
MGM / MGM Resorts International
DTE / DTE Energy Company
EXC / Exelon Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
DGRO / iShares Trust - iShares Core Dividend Growth ETF
RTA1 / Rite Aid Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
0KAB / O'Reilly Automotive, Inc.
HIG / The Hartford Insurance Group, Inc.
PBF / PBF Energy Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
HBAN / Huntington Bancshares Incorporated
PCAR / PACCAR Inc
SHEL / Shell plc - Depositary Receipt (Common Stock)
C / Citigroup Inc.
SJM / The J. M. Smucker Company
PM / Philip Morris International Inc.
UNP / Union Pacific Corporation
ONL / Orion Properties Inc.
EXPE / Expedia Group, Inc.
ENPH / Enphase Energy, Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
CARR / Carrier Global Corporation
HRB / H&R Block, Inc.
ACN / Accenture plc
ADP / Automatic Data Processing, Inc.
LEN / Lennar Corporation
RTX / RTX Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
M / Macy's, Inc.
DXC / DXC Technology Company
LYFT / Lyft, Inc.
XEL / Xcel Energy Inc.
AMZN / Amazon.com, Inc.
HCA / HCA Healthcare, Inc.
AGD / Abrdn Global Dynamic Dividend Fund
META / Meta Platforms, Inc.
KRC / Kilroy Realty Corporation
PXD / Pioneer Natural Resources Company
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
DG / Dollar General Corporation
XPEL / XPEL, Inc.
MACK / Merrimack Pharmaceuticals, Inc.
LE / Lands' End, Inc.
TGH / Textainer Group Holdings Limited
NTR / Nutrien Ltd.
OTLK / Outlook Therapeutics, Inc.
HUBB / Hubbell Incorporated
LNC / Lincoln National Corporation
AGM / Federal Agricultural Mortgage Corporation
DJT / Trump Media & Technology Group Corp.
KOIN / Exchange Traded Concepts Trust - Capital Link Global Fintech Leaders ETF
DKS / DICK'S Sporting Goods, Inc.
LTHM / Livent Corporation
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
OI / O-I Glass, Inc.
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
BLCN / Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
JETS / ETF Series Solutions - U.S. Global Jets ETF
RGR / Sturm, Ruger & Company, Inc.
CCEP / Coca-Cola Europacific Partners PLC
FBIN / Fortune Brands Innovations, Inc.
OC / Owens Corning
DM / Desktop Metal, Inc.
EBC / Eastern Bankshares, Inc.
KAI / Kadant Inc.
AEP / American Electric Power Company, Inc.
TJX / The TJX Companies, Inc.
LCID / Lucid Group, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
EXE / Expand Energy Corporation
SLF / Sun Life Financial Inc.
SRPT / Sarepta Therapeutics, Inc.
CMI / Cummins Inc.
AMD / Advanced Micro Devices, Inc.
DOW / Dow Inc.
JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
ANET / Arista Networks Inc
GIS / General Mills, Inc.
ILMN / Illumina, Inc.
CAT / Caterpillar Inc.
CTVA / Corteva, Inc.
PANW / Palo Alto Networks, Inc.
MAR / Marriott International, Inc.
GM / General Motors Company
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
CYBR / CyberArk Software Ltd.
MMM / 3M Company
QS / QuantumScape Corporation
AFL / Aflac Incorporated
ETN / Eaton Corporation plc
INTC / Intel Corporation
RCL / Royal Caribbean Cruises Ltd.
TXN / Texas Instruments Incorporated
MSFT / Microsoft Corporation
MCHP / Microchip Technology Incorporated
BDX / Becton, Dickinson and Company
GRPN / Groupon, Inc.
COP / ConocoPhillips
JPM / JPMorgan Chase & Co.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
LLY / Eli Lilly and Company
HOG / Harley-Davidson, Inc.
BIIB / Biogen Inc.
S / SentinelOne, Inc.
CPRT / Copart, Inc.
KMI / Kinder Morgan, Inc.
MRNA / Moderna, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
DLX / Deluxe Corporation
WEED / Canopy Growth Corporation
JNJ / Johnson & Johnson
TIP / iShares Trust - iShares TIPS Bond ETF
CHPT / ChargePoint Holdings, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
EIX / Edison International
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
K / Kellanova
VIS / Vanguard World Fund - Vanguard Industrials ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
CFG / Citizens Financial Group, Inc.
EVRG / Evergy, Inc.
FITB / Fifth Third Bancorp
EHC / Encompass Health Corporation
AVY / Avery Dennison Corporation
MMC / Marsh & McLennan Companies, Inc.
PNC / The PNC Financial Services Group, Inc.
STWD / Starwood Property Trust, Inc.
WSO / Watsco, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
AXON / Axon Enterprise, Inc.
SBUX / Starbucks Corporation
PSX / Phillips 66
MBC / MasterBrand, Inc.
CCI / Crown Castle Inc.
BSX / Boston Scientific Corporation
BHF / Brighthouse Financial, Inc.
PLUG / Plug Power Inc.
HPE / Hewlett Packard Enterprise Company
HON / Honeywell International Inc.
MPWR / Monolithic Power Systems, Inc.
NFG / National Fuel Gas Company
BRKL / Brookline Bancorp, Inc.
CMG / Chipotle Mexican Grill, Inc.
TSN / Tyson Foods, Inc.
VTRS / Viatris Inc.
ORCL / Oracle Corporation
PLNT / Planet Fitness, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
NOW / ServiceNow, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CNH / CNH Industrial N.V.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
GLD / SPDR Gold Trust
HSY / The Hershey Company
MERC / Mercer International Inc.
PWR / Quanta Services, Inc.
FDX / FedEx Corporation
NEM / Newmont Corporation
LHX / L3Harris Technologies, Inc.
CI / The Cigna Group
TMO / Thermo Fisher Scientific Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
DT / Dynatrace, Inc.
DSX / Diana Shipping Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
NET / Cloudflare, Inc.
SPY / SPDR S&P 500 ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
HST / Host Hotels & Resorts, Inc.
BLDR / Builders FirstSource, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
TSCO / Tractor Supply Company
BBY / Best Buy Co., Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DAL / Delta Air Lines, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
NWSA / News Corporation
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
OKE / ONEOK, Inc.
UNFI / United Natural Foods, Inc.
AWK / American Water Works Company, Inc.
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
TREE / LendingTree, Inc.
GE / General Electric Company
MS / Morgan Stanley
PGR / The Progressive Corporation
LULU / lululemon athletica inc.
RYAM / Rayonier Advanced Materials Inc.
ABT / Abbott Laboratories
FAST / Fastenal Company
CE / Celanese Corporation
GLP / Global Partners LP - Limited Partnership
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
CAPL / CrossAmerica Partners LP - Limited Partnership
IVT / InvenTrust Properties Corp.
DELL / Dell Technologies Inc.
CRM / Salesforce, Inc.
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
PJP / Invesco Exchange-Traded Fund Trust - Invesco Pharmaceuticals ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CODI / Compass Diversified
ROK / Rockwell Automation, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
AXSM / Axsome Therapeutics, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BHLB / Berkshire Hills Bancorp, Inc.
PNW / Pinnacle West Capital Corporation
CCJ / Cameco Corporation
MAA / Mid-America Apartment Communities, Inc.
ETR / Entergy Corporation
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
MDLZ / Mondelez International, Inc.
ARCC / Ares Capital Corporation
CMCSA / Comcast Corporation
BA / The Boeing Company
GOGL / Golden Ocean Group Limited
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
CLH / Clean Harbors, Inc.
FLNC / Fluence Energy, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
NTAP / NetApp, Inc.
GPC / Genuine Parts Company
AWR / American States Water Company
CVX / Chevron Corporation
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
KD / Kyndryl Holdings, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
GNRC / Generac Holdings Inc.
IBB / iShares Trust - iShares Biotechnology ETF
PHYS / Sprott Physical Gold Trust
LW / Lamb Weston Holdings, Inc.
SB / Safe Bulkers, Inc.
GLW / Corning Incorporated
OHI / Omega Healthcare Investors, Inc.
MCK / McKesson Corporation
DVN / Devon Energy Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
BAC / Bank of America Corporation
ICL / ICL Group Ltd
PEG / Public Service Enterprise Group Incorporated
KKR / KKR & Co. Inc.
PRU / Prudential Financial, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
CMRE / Costamare Inc.
UNH / UnitedHealth Group Incorporated
IXJ / iShares Trust - iShares Global Healthcare ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SNSR / Global X Funds - Global X Internet of Things ETF
TWLO / Twilio Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
UGI / UGI Corporation
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
WPM / Wheaton Precious Metals Corp.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
EMBC / Embecta Corp.
VUG / Vanguard Index Funds - Vanguard Growth ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
STLD / Steel Dynamics, Inc.
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
FSK / FS KKR Capital Corp.
PBI / Pitney Bowes Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
AMAT / Applied Materials, Inc.
CB / Chubb Limited
PEP / PepsiCo, Inc.
RVMD / Revolution Medicines, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BMY / Bristol-Myers Squibb Company
DBC / Invesco DB Commodity Index Tracking Fund
IYM / iShares Trust - iShares U.S. Basic Materials ETF
PPG / PPG Industries, Inc.
CMC / Commercial Metals Company
GME / GameStop Corp.
MSEX / Middlesex Water Company
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
GEHC / GE HealthCare Technologies Inc.
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
SON / Sonoco Products Company
V / Visa Inc.
BRSP / BrightSpire Capital, Inc.
SPGI / S&P Global Inc.
ZIM / ZIM Integrated Shipping Services Ltd.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
BR / Broadridge Financial Solutions, Inc.
APLE / Apple Hospitality REIT, Inc.
DOC / Healthpeak Properties, Inc.
NWE / NorthWestern Energy Group, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
INFY / Infosys Limited - Depositary Receipt (Common Stock)
NATL / NCR Atleos Corporation
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
OGN / Organon & Co.
PNR / Pentair plc
GS / The Goldman Sachs Group, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
SBLK / Star Bulk Carriers Corp.
DRI / Darden Restaurants, Inc.
UEC / Uranium Energy Corp.
TFC / Truist Financial Corporation
HPK / HighPeak Energy, Inc.
PG / The Procter & Gamble Company
WY / Weyerhaeuser Company
NUE / Nucor Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
UBER / Uber Technologies, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
MMT / MFS Multimarket Income Trust
IWO / iShares Trust - iShares Russell 2000 Growth ETF
COIN / Coinbase Global, Inc.
IAC / IAC Inc.
RPM / RPM International Inc.
NVDA / NVIDIA Corporation
PH / Parker-Hannifin Corporation
TER / Teradyne, Inc.
ASGI / Abrdn Global Infrastructure Income Fund
OXY / Occidental Petroleum Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
AAPL / Apple Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
MCD / McDonald's Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
IAU / iShares Gold Trust
IWB / iShares Trust - iShares Russell 1000 ETF
EMR / Emerson Electric Co.
VVX / V2X, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IBM / International Business Machines Corporation
PFE / Pfizer Inc.
DGX / Quest Diagnostics Incorporated
FSLR / First Solar, Inc.
SUN / Sunoco LP - Limited Partnership
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
SCCO / Southern Copper Corporation
WBS / Webster Financial Corporation
T / AT&T Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
NEP / XPLR Infrastructure, LP - Limited Partnership
DIA / SPDR Dow Jones Industrial Average ETF Trust
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ELV / Elevance Health, Inc.
KHC / The Kraft Heinz Company
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
HNI / HNI Corporation
DUK / Duke Energy Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
MSTR / Strategy Inc
MRK / Merck & Co., Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MTB / M&T Bank Corporation
SHW / The Sherwin-Williams Company
VLO / Valero Energy Corporation
PINC / Premier, Inc.
NLY / Annaly Capital Management, Inc.
GOOGL / Alphabet Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
RIVN / Rivian Automotive, Inc.
FE / FirstEnergy Corp.
MDT / Medtronic plc
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
MET / MetLife, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
BILL / BILL Holdings, Inc.
QCOM / QUALCOMM Incorporated
UPST / Upstart Holdings, Inc.
ULTA / Ulta Beauty, Inc.
ON / ON Semiconductor Corporation
AXP / American Express Company
KLG / WK Kellogg Co
WMT / Walmart Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
VZ / Verizon Communications Inc.
CME / CME Group Inc.
MKSI / MKS Inc.
TWO / Two Harbors Investment Corp.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
AES / The AES Corporation
HR / Healthcare Realty Trust Incorporated
CDP / COPT Defense Properties
CC / The Chemours Company
XOM / Exxon Mobil Corporation
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
QRTEA / Qurate Retail Inc - Series A
ICLN / iShares Trust - iShares Global Clean Energy ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
RCS / PIMCO Strategic Income Fund, Inc.
TDC / Teradata Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VYX / NCR Voyix Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
PSA / Public Storage
BRK.B / Berkshire Hathaway Inc.
HE / Hawaiian Electric Industries, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
KEY / KeyCorp
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
XYL / Xylem Inc.
MTCH / Match Group, Inc.
DTM / DT Midstream, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VMEO / Vimeo, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VRTX / Vertex Pharmaceuticals Incorporated
SLB / Schlumberger Limited
MAIN / Main Street Capital Corporation
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
NSC / Norfolk Southern Corporation
NI / NiSource Inc.
KBE / SPDR Series Trust - SPDR S&P Bank ETF
TCBI / Texas Capital Bancshares, Inc.
MCR / MFS Charter Income Trust
GOLD / Barrick Mining Corporation
NKE / NIKE, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
CNI / Canadian National Railway Company
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
TAP / Molson Coors Beverage Company
ELF / e.l.f. Beauty, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
IVZ / Invesco Ltd.
SPCE / Virgin Galactic Holdings, Inc.
J / Jacobs Solutions Inc.
OP / OceanPal Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
VHT / Vanguard World Fund - Vanguard Health Care ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
OGS / ONE Gas, Inc.
PYPL / PayPal Holdings, Inc.
CRWD / CrowdStrike Holdings, Inc.
SAM / The Boston Beer Company, Inc.
HI / Hillenbrand, Inc.
SLVM / Sylvamo Corporation
FOXA / Fox Corporation
NEE / NextEra Energy, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
WAB / Westinghouse Air Brake Technologies Corporation
FAF / First American Financial Corporation
LONZ / PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund
BSTZ / BlackRock Science and Technology Term Trust
RYN / Rayonier Inc.
BAX / Baxter International Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
HUM / Humana Inc.
DLR / Digital Realty Trust, Inc.
ENB / Enbridge Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
FPF / First Trust Intermediate Duration Preferred & Income Fund
CSX / CSX Corporation
CHTR / Charter Communications, Inc.
XSVN / BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
ITT / ITT Inc.
AVNS / Avanos Medical, Inc.
GOOG / Alphabet Inc.
C.WSA / Citigroup, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
WM / Waste Management, Inc.
TRIP / Tripadvisor, Inc.
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
VDE / Vanguard World Fund - Vanguard Energy ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
TY / Tri-Continental Corporation
IDRV / iShares Trust - iShares Self-Driving EV and Tech ETF
INDB / Independent Bank Corp.
VMC / Vulcan Materials Company
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
AI / C3.ai, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DHI / D.R. Horton, Inc.
CDL / Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
PPL / PPL Corporation
FANG / Diamondback Energy, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
APA / APA Corporation
RACE / Ferrari N.V.
NGVT / Ingevity Corporation
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
SWN / Southwestern Energy Company
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ESGR / Enstar Group Limited
MPW / Medical Properties Trust, Inc.
AGR / Avangrid, Inc.
LRCX / Lam Research Corporation
TGB / Taseko Mines Limited
VICI / VICI Properties Inc.
ATO / Atmos Energy Corporation
DSL / DoubleLine Income Solutions Fund
HPQ / HP Inc.
JBLU / JetBlue Airways Corporation
AVB / AvalonBay Communities, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BXP / Boston Properties, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
VRSK / Verisk Analytics, Inc.
UHS / Universal Health Services, Inc.
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
EBF / Ennis, Inc.
WEAV / Weave Communications, Inc.
VAC / Marriott Vacations Worldwide Corporation
AEM / Agnico Eagle Mines Limited
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
KVUE / Kenvue Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
CEG / Constellation Energy Corporation
APD / Air Products and Chemicals, Inc.
EPRT / Essential Properties Realty Trust, Inc.
FCPT / Four Corners Property Trust, Inc.
SEDG / SolarEdge Technologies, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
MSM / MSC Industrial Direct Co., Inc.
CHRD / Chord Energy Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
CTRA / Coterra Energy Inc.
GTY / Getty Realty Corp.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MO / Altria Group, Inc.
REG / Regency Centers Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
STR / Sitio Royalties Corp.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
GLV / Clough Global Dividend and Income Fund
REGN / Regeneron Pharmaceuticals, Inc.
OTTR / Otter Tail Corporation
SMCI / Super Micro Computer, Inc.
DE / Deere & Company
WRK / WestRock Company
IGD / Voya Global Equity Dividend and Premium Opportunity Fund
ATOM / Atomera Incorporated
GSK / GSK plc - Depositary Receipt (Common Stock)
CEF / Sprott Physical Gold and Silver Trust
UNM / Unum Group
D / Dominion Energy, Inc.
BGY / BlackRock Enhanced International Dividend Trust
AX / Axos Financial, Inc.
FCEL / FuelCell Energy, Inc.
UPS / United Parcel Service, Inc.
IRM / Iron Mountain Incorporated
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
EXR / Extra Space Storage Inc.
DSX.WS / Diana Shipping Inc. - Equity Warrant
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
QLV / FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
LMT / Lockheed Martin Corporation
BAH / Booz Allen Hamilton Holding Corporation
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
FNF / Fidelity National Financial, Inc.
SLDP / Solid Power, Inc.
EL / The Estée Lauder Companies Inc.
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
NGG / National Grid plc - Depositary Receipt (Common Stock)
GPN / Global Payments Inc.
TLSA / Tiziana Life Sciences Ltd
MRVL / Marvell Technology, Inc.
CGNX / Cognex Corporation
VTR / Ventas, Inc.
WTRG / Essential Utilities, Inc.
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
BHK / BlackRock Core Bond Trust
LIN / Linde plc
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
SLRC / SLR Investment Corp.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
LEGR / First Trust Exchange-Traded Fund VI - First Trust Indxx Innovative Transaction & Process ETF
IIPR / Innovative Industrial Properties, Inc.
LUMN / Lumen Technologies, Inc.
REZI / Resideo Technologies, Inc.
EW / Edwards Lifesciences Corporation
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
TSLX / Sixth Street Specialty Lending, Inc.
USB / U.S. Bancorp
JBL / Jabil Inc.
NVT / nVent Electric plc
MRO / Marathon Oil Corporation
GBDC / Golub Capital BDC, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
SYM / Symbotic Inc.
EPAC / Enerpac Tool Group Corp.
SYK / Stryker Corporation
PTON / Peloton Interactive, Inc.
AGNC / AGNC Investment Corp.
PFGC / Performance Food Group Company
WELL / Welltower Inc.
BTAI / BioXcel Therapeutics, Inc.
QQQ / Invesco QQQ Trust, Series 1
WNC / Wabash National Corporation
DRLL / EA Series Trust - Strive U.S. Energy ETF
CAH / Cardinal Health, Inc.
COF / Capital One Financial Corporation
IP / International Paper Company
ADNT / Adient plc
EMO / ClearBridge Energy Midstream Opportunity Fund Inc
STEM / Stem, Inc.
HOLX / Hologic, Inc.