Market Value3,134,915,111
Total Holdings577
File Date2024-02-09
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)
STLA / Stellantis N.V.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
EBR / Centrais Elétricas Brasileiras S.A. - Eletrobrás - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
NTRA / Natera, Inc.
A / Agilent Technologies, Inc.
FDX / FedEx Corporation
SOFI / SoFi Technologies, Inc.
XEL / Xcel Energy Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SPGI / S&P Global Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CTAS / Cintas Corporation
EL / The Estée Lauder Companies Inc.
PM / Philip Morris International Inc.
GGB / Gerdau S.A. - Depositary Receipt (Common Stock)
LOW / Lowe's Companies, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
CDW / CDW Corporation
MKL / Markel Group Inc.
AZO / AutoZone, Inc.
VRSK / Verisk Analytics, Inc.
UPS / United Parcel Service, Inc.
UNH / UnitedHealth Group Incorporated
ROL / Rollins, Inc.
SLB / Schlumberger Limited
HON / Honeywell International Inc.
YUM / Yum! Brands, Inc.
RNR / RenaissanceRe Holdings Ltd.
CME / CME Group Inc.
TXN / Texas Instruments Incorporated
HD / The Home Depot, Inc.
KMX / CarMax, Inc.
LIN / Linde plc
PEP / PepsiCo, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
UNP / Union Pacific Corporation
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
MDLZ / Mondelez International, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
BDX / Becton, Dickinson and Company
BR / Broadridge Financial Solutions, Inc.
PAYX / Paychex, Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
IYW / iShares Trust - iShares U.S. Technology ETF
IDXX / IDEXX Laboratories, Inc.
COF / Capital One Financial Corporation
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
DVY / iShares Trust - iShares Select Dividend ETF
SPY / SPDR S&P 500 ETF
PG / The Procter & Gamble Company
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ADI / Analog Devices, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
MO / Altria Group, Inc.
PLD / Prologis, Inc.
SO / The Southern Company
AES / The AES Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
WMT / Walmart Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
KO / The Coca-Cola Company
KXI / iShares Trust - iShares Global Consumer Staples ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MA / Mastercard Incorporated
LOGN / Logitech International S.A.
CHPT / ChargePoint Holdings, Inc.
TMUS / T-Mobile US, Inc.
IIIN / Insteel Industries, Inc.
0JCT / Intuit Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ED / Consolidated Edison, Inc.
FSLR / First Solar, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
WFC / Wells Fargo & Company
LEN / Lennar Corporation
ATVI / Activision Blizzard Inc
MDT / Medtronic plc
AXP / American Express Company
CBOE / Cboe Global Markets, Inc.
NWSA / News Corporation
RY / Royal Bank of Canada
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
AMAT / Applied Materials, Inc.
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CVS / CVS Health Corporation
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
WDC / Western Digital Corporation
C.WSA / Citigroup, Inc.
PFG / Principal Financial Group, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
SMG / The Scotts Miracle-Gro Company
GDDY / GoDaddy Inc.
TSLA / Tesla, Inc.
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
STX / Seagate Technology Holdings plc
AWK / American Water Works Company, Inc.
TXG / 10x Genomics, Inc.
AAL / American Airlines Group Inc.
COR / Cencora, Inc.
EXPD / Expeditors International of Washington, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
NSC / Norfolk Southern Corporation
SHW / The Sherwin-Williams Company
SIRI / Sirius XM Holdings Inc.
TRI / Thomson Reuters Corporation
UBS / UBS Group AG
BP / BP p.l.c. - Depositary Receipt (Common Stock)
LNT / Alliant Energy Corporation
VMC / Vulcan Materials Company
FCX / Freeport-McMoRan Inc.
UAL / United Airlines Holdings, Inc.
INTC / Intel Corporation
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
CCL / Carnival Corporation & plc
COST / Costco Wholesale Corporation
RACE / Ferrari N.V.
CMS / CMS Energy Corporation
HEIA / Heico Corp. - Class A
ILMN / Illumina, Inc.
WAT / Waters Corporation
EG / Everest Group, Ltd.
GRMN / Garmin Ltd.
CNI / Canadian National Railway Company
PLTK / Playtika Holding Corp.
CADE / Cadence Bank
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
STT / State Street Corporation
EQT / EQT Corporation
F / Ford Motor Company
WTRG / Essential Utilities, Inc.
WBD / Warner Bros. Discovery, Inc.
AGR / Avangrid, Inc.
ETN / Eaton Corporation plc
LBRDA / Liberty Broadband Corporation
ICL / ICL Group Ltd
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
AFRM / Affirm Holdings, Inc.
HBAN / Huntington Bancshares Incorporated
IVE / iShares Trust - iShares S&P 500 Value ETF
GILD / Gilead Sciences, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
IAC / IAC Inc.
EBR / Centrais Elétricas Brasileiras S.A. - Eletrobrás - Depositary Receipt (Common Stock)
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
HAL / Halliburton Company
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
GLD / SPDR Gold Trust
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
COTY / Coty Inc.
GEN / Gen Digital Inc.
IBTD / iShares Trust - iShares iBonds Dec 2023 Term Treasury ETF
BKR / Baker Hughes Company
AMTB / Amerant Bancorp Inc.
NTR / Nutrien Ltd.
OVV / Ovintiv Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
VMW / Vmware Inc. - Class A
TEAM / Atlassian Corporation
WEC / WEC Energy Group, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MSFT / Microsoft Corporation
SGEN / Seagen Inc
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SPB / Spectrum Brands Holdings, Inc.
HZNP / Horizon Therapeutics Plc
BAX / Baxter International Inc.
DAL / Delta Air Lines, Inc.
AEE / Ameren Corporation
STLD / Steel Dynamics, Inc.
TEL / TE Connectivity plc
VNT / Vontier Corporation
CAH / Cardinal Health, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
ACGL / Arch Capital Group Ltd.
HDAW / DBX ETF Trust - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF
DG / Dollar General Corporation
DOX / Amdocs Limited
CRWD / CrowdStrike Holdings, Inc.
GL / Globe Life Inc.
PWR / Quanta Services, Inc.
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
MKTX / MarketAxess Holdings Inc.
AON / Aon plc
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
TT / Trane Technologies plc
AMBP / Ardagh Metal Packaging S.A.
G / Genpact Limited
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
WPM / Wheaton Precious Metals Corp.
CTVA / Corteva, Inc.
LPL / LG Display Co., Ltd. - Depositary Receipt (Common Stock)
DASH / DoorDash, Inc.
SBAC / SBA Communications Corporation
COP / ConocoPhillips
DOW / Dow Inc.
PFE / Pfizer Inc.
LULU / lululemon athletica inc.
WELL / Welltower Inc.
WM / Waste Management, Inc.
PODD / Insulet Corporation
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
CAG / Conagra Brands, Inc.
IQV / IQVIA Holdings Inc.
BRKR / Bruker Corporation
TWLO / Twilio Inc.
HES / Hess Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
CPRT / Copart, Inc.
PNC / The PNC Financial Services Group, Inc.
VEEV / Veeva Systems Inc.
GIS / General Mills, Inc.
NBIX / Neurocrine Biosciences, Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
FWONK / Formula One Group
CRH / CRH plc
PLTR / Palantir Technologies Inc.
K / Kellanova
IEV / iShares Trust - iShares Europe ETF
NVDA / NVIDIA Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BKNG / Booking Holdings Inc.
FLT / Corpay, Inc.
AMCR / Amcor plc
HLN / Haleon plc - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
META / Meta Platforms, Inc.
NEM / Newmont Corporation
REGN / Regeneron Pharmaceuticals, Inc.
ADM / Archer-Daniels-Midland Company
MU / Micron Technology, Inc.
NKE / NIKE, Inc.
MMM / 3M Company
SWN / Southwestern Energy Company
BFA / Brown-Forman Corp. - Class A
CHD / Church & Dwight Co., Inc.
PXD / Pioneer Natural Resources Company
FTNT / Fortinet, Inc.
HLT / Hilton Worldwide Holdings Inc.
NWS / News Corporation
HPE / Hewlett Packard Enterprise Company
DVN / Devon Energy Corporation
BFB / Brown-Forman Corp. - Class B
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
MMC / Marsh & McLennan Companies, Inc.
ITW / Illinois Tool Works Inc.
DLTR / Dollar Tree, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
DRI / Darden Restaurants, Inc.
ICE / Intercontinental Exchange, Inc.
LRCX / Lam Research Corporation
HRL / Hormel Foods Corporation
WBA / Walgreens Boots Alliance, Inc.
LCID / Lucid Group, Inc.
CLX / The Clorox Company
JPM / JPMorgan Chase & Co.
ADSK / Autodesk, Inc.
ABNB / Airbnb, Inc.
ADBE / Adobe Inc.
CHRW / C.H. Robinson Worldwide, Inc.
EBAY / eBay Inc.
AMT / American Tower Corporation
APD / Air Products and Chemicals, Inc.
MS / Morgan Stanley
MTCH / Match Group, Inc.
ANSS / ANSYS, Inc.
BAC / Bank of America Corporation
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
RDY / Dr. Reddy's Laboratories Limited - Depositary Receipt (Common Stock)
CTRA / Coterra Energy Inc.
FAST / Fastenal Company
SCI / Service Corporation International
ZTS / Zoetis Inc.
BBY / Best Buy Co., Inc.
PATH / UiPath Inc.
GFI / Gold Fields Limited - Depositary Receipt (Common Stock)
QRVO / Qorvo, Inc.
DHI / D.R. Horton, Inc.
WIT / Wipro Limited - Depositary Receipt (Common Stock)
CI / The Cigna Group
IBM / International Business Machines Corporation
MPWR / Monolithic Power Systems, Inc.
TMO / Thermo Fisher Scientific Inc.
ODFL / Old Dominion Freight Line, Inc.
ALLY / Ally Financial Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
EIX / Edison International
GE / General Electric Company
NOC / Northrop Grumman Corporation
SNOW / Snowflake Inc.
TKC / Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt (Common Stock)
BK / The Bank of New York Mellon Corporation
SSNC / SS&C Technologies Holdings, Inc.
BX / Blackstone Inc.
KMB / Kimberly-Clark Corporation
DINO / HF Sinclair Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SCCO / Southern Copper Corporation
PKX / POSCO Holdings Inc. - Depositary Receipt (Common Stock)
MRCC / Monroe Capital Corporation
AKAM / Akamai Technologies, Inc.
BMY / Bristol-Myers Squibb Company
ALL / The Allstate Corporation
LEA / Lear Corporation
MFC / Manulife Financial Corporation
SLF / Sun Life Financial Inc.
VRSN / VeriSign, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
X / United States Steel Corporation
TSCO / Tractor Supply Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GWW / W.W. Grainger, Inc.
SJM / The J. M. Smucker Company
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
TXT / Textron Inc.
EOG / EOG Resources, Inc.
MAR / Marriott International, Inc.
KVUE / Kenvue Inc.
AMP / Ameriprise Financial, Inc.
SHOP / Shopify Inc.
DELL / Dell Technologies Inc.
MRO / Marathon Oil Corporation
MKC / McCormick & Company, Incorporated
PGR / The Progressive Corporation
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
IPG / The Interpublic Group of Companies, Inc.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
LHX / L3Harris Technologies, Inc.
GWRE / Guidewire Software, Inc.
TU / TELUS Corporation
RS / Reliance, Inc.
MSI / Motorola Solutions, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
NEE / NextEra Energy, Inc.
CEG / Constellation Energy Corporation
BAH / Booz Allen Hamilton Holding Corporation
X88 / Canadian Pacific Kansas City Limited
GSK / GSK plc - Depositary Receipt (Common Stock)
MTB / M&T Bank Corporation
ROST / Ross Stores, Inc.
FITB / Fifth Third Bancorp
WST / West Pharmaceutical Services, Inc.
ULTA / Ulta Beauty, Inc.
SBUX / Starbucks Corporation
CCI / Crown Castle Inc.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
TROW / T. Rowe Price Group, Inc.
PKG / Packaging Corporation of America
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock)
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
POOL / Pool Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
LAMR / Lamar Advertising Company
D / Dominion Energy, Inc.
LNG / Cheniere Energy, Inc.
PINS / Pinterest, Inc.
GIB / CGI Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
HCA / HCA Healthcare, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
ORLY / O'Reilly Automotive, Inc.
MCHP / Microchip Technology Incorporated
DLR / Digital Realty Trust, Inc.
APH / Amphenol Corporation
TGT / Target Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
SYY / Sysco Corporation
EQIX / Equinix, Inc.
UBER / Uber Technologies, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
LLYVA / Liberty Live Group
ISRG / Intuitive Surgical, Inc.
CSX / CSX Corporation
GLW / Corning Incorporated
KEYS / Keysight Technologies, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
RVTY / Revvity, Inc.
TER / Teradyne, Inc.
NUE / Nucor Corporation
GPC / Genuine Parts Company
LLYVK / Liberty Live Group
JHX / James Hardie Industries plc
OMC / Omnicom Group Inc.
TSN / Tyson Foods, Inc.
KOS / Kosmos Energy Ltd.
CTSH / Cognizant Technology Solutions Corporation
MDB / MongoDB, Inc.
RF / Regions Financial Corporation
PCG / PG&E Corporation
OKTA / Okta, Inc.
FDS / FactSet Research Systems Inc.
CMI / Cummins Inc.
ANET / Arista Networks Inc
CSGP / CoStar Group, Inc.
BALL / Ball Corporation
AME / AMETEK, Inc.
PHM / PulteGroup, Inc.
FCNCA / First Citizens BancShares, Inc.
PANW / Palo Alto Networks, Inc.
SRE / Sempra
HPQ / HP Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
EMR / Emerson Electric Co.
L / Loews Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
SNA / Snap-on Incorporated
CHKP / Check Point Software Technologies Ltd.
KEP / Korea Electric Power Corporation - Depositary Receipt (Common Stock)
VALE / Vale S.A. - Depositary Receipt (Common Stock)
RCL / Royal Caribbean Cruises Ltd.
EW / Edwards Lifesciences Corporation
FI / Fiserv, Inc.
GEHC / GE HealthCare Technologies Inc.
TECH / Bio-Techne Corporation
ROK / Rockwell Automation, Inc.
AJG / Arthur J. Gallagher & Co.
BA / The Boeing Company
FERG / Ferguson Enterprises Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
OXY / Occidental Petroleum Corporation
SNPS / Synopsys, Inc.
SYK / Stryker Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
DECK / Deckers Outdoor Corporation
RIVN / Rivian Automotive, Inc.
LYB / LyondellBasell Industries N.V.
CF / CF Industries Holdings, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
BFAM / Bright Horizons Family Solutions Inc.
HSY / The Hershey Company
TDY / Teledyne Technologies Incorporated
LMT / Lockheed Martin Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
PEG / Public Service Enterprise Group Incorporated
CPB / The Campbell's Company
SCHW / The Charles Schwab Corporation
ON / ON Semiconductor Corporation
HEI / HEICO Corporation
PCAR / PACCAR Inc
DTE / DTE Energy Company
ERIE / Erie Indemnity Company
KT / KT Corporation - Depositary Receipt (Common Stock)
VLO / Valero Energy Corporation
ENIC / Enel Chile S.A. - Depositary Receipt (Common Stock)
JBHT / J.B. Hunt Transport Services, Inc.
NTAP / NetApp, Inc.
APO / Apollo Global Management, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
MSCI / MSCI Inc.
KR / The Kroger Co.
SQ / Block, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
DXCM / DexCom, Inc.
RSG / Republic Services, Inc.
LENB / Lennar Corp. - Class B
MNST / Monster Beverage Corporation
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
MCK / McKesson Corporation
SU / Suncor Energy Inc.
TW / Tradeweb Markets Inc.
ES / Eversource Energy
EA / Electronic Arts Inc.
SPG / Simon Property Group, Inc.
MTD / Mettler-Toledo International Inc.
ATO / Atmos Energy Corporation
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
PSX / Phillips 66
TAP / Molson Coors Beverage Company
AEP / American Electric Power Company, Inc.
QCOM / QUALCOMM Incorporated
CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
MET / MetLife, Inc.
KLAC / KLA Corporation
RMD / ResMed Inc.
FANG / Diamondback Energy, Inc.
FWONA / Formula One Group
SNY / Sanofi - Depositary Receipt (Common Stock)
PSA / Public Storage
WTW / Willis Towers Watson Public Limited Company
MCO / Moody's Corporation
GS / The Goldman Sachs Group, Inc.
GD / General Dynamics Corporation
TRV / The Travelers Companies, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
ABBV / AbbVie Inc.
V / Visa Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ABT / Abbott Laboratories
AAPL / Apple Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SAP / SAP SE - Depositary Receipt (Common Stock)
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
CRM / Salesforce, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
AMZN / Amazon.com, Inc.
CSCO / Cisco Systems, Inc.
PYPL_KZ / PayPal Holdings, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
ACN / Accenture plc
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
JBI / Janus International Group, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
XOM / Exxon Mobil Corporation
CAT / Caterpillar Inc.
NOW / ServiceNow, Inc.
CDNS / Cadence Design Systems, Inc.
ZS / Zscaler, Inc.
TFC / Truist Financial Corporation
USB / U.S. Bancorp
USL / United States 12 Month Oil Fund, LP
ROP / Roper Technologies, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
GOOG / Alphabet Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
CVX / Chevron Corporation
AVGO / Broadcom Inc.
MCD / McDonald's Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
CB / Chubb Limited
MRK / Merck & Co., Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
NFLX / Netflix, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
ADP / Automatic Data Processing, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
AFL / Aflac Incorporated
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
EWL / iShares, Inc. - iShares MSCI Switzerland ETF
BRK.B / Berkshire Hathaway Inc.
EWD / iShares, Inc. - iShares MSCI Sweden ETF
ORCL / Oracle Corporation
OKE / ONEOK, Inc.
EWU / iShares Trust - iShares MSCI United Kingdom ETF
GOOGL / Alphabet Inc.
VZ / Verizon Communications Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ACWI / iShares Trust - iShares MSCI ACWI ETF
RTX / RTX Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
MPC / Marathon Petroleum Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
T / AT&T Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
ELV / Elevance Health, Inc.
CMCSA / Comcast Corporation
QQQ / Invesco QQQ Trust, Series 1
CARR / Carrier Global Corporation
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
CMG / Chipotle Mexican Grill, Inc.
DHR / Danaher Corporation
TPL / Texas Pacific Land Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
DIS / The Walt Disney Company
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IDV / iShares Trust - iShares International Select Dividend ETF
LLY / Eli Lilly and Company
DE / Deere & Company
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
OEF / iShares Trust - iShares S&P 100 ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
AER / AerCap Holdings N.V.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
TJX / The TJX Companies, Inc.
WDAY / Workday, Inc.
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
HUM / Humana Inc.
IBB / iShares Trust - iShares Biotechnology ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
JNJ / Johnson & Johnson
TTD / The Trade Desk, Inc.
AMGN / Amgen Inc.
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF