Market Value154,665,163
Total Holdings450
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
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
CMCSA / Comcast Corporation
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
CPRT / Copart, Inc.
CAT / Caterpillar Inc.
IP / International Paper Company
PANW / Palo Alto Networks, Inc.
LIN / Linde plc
RTX / RTX Corporation
PM / Philip Morris International Inc.
SBUX / Starbucks Corporation
D / Dominion Energy, Inc.
CINF / Cincinnati Financial Corporation
TDG / TransDigm Group Incorporated
HAWX / iShares Trust - iShares Currency Hedged MSCI ACWI ex U.S. ETF
META / Meta Platforms, Inc.
COIN / Coinbase Global, Inc.
MLM / Martin Marietta Materials, Inc.
EMBC / Embecta Corp.
BA / The Boeing Company
GLD / SPDR Gold Trust
OKE / ONEOK, Inc.
GWW / W.W. Grainger, Inc.
CI / The Cigna Group
MTN / Vail Resorts, Inc.
TMO / Thermo Fisher Scientific Inc.
AMD / Advanced Micro Devices, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
AVY / Avery Dennison Corporation
CMI / Cummins Inc.
EXPD / Expeditors International of Washington, Inc.
CVX / Chevron Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
BURL / Burlington Stores, Inc.
TOST / Toast, Inc.
MCD / McDonald's Corporation
CVNA / Carvana Co.
BDX / Becton, Dickinson and Company
TIP / iShares Trust - iShares TIPS Bond ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
AMT / American Tower Corporation
ALL / The Allstate Corporation
ORLY / O'Reilly Automotive, Inc.
H / Hyatt Hotels Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
TRUP / Trupanion, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
AMCR / Amcor plc
FRPT / Freshpet, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
HAS / Hasbro, Inc.
ZTS / Zoetis Inc.
CCI / Crown Castle Inc.
EXC / Exelon Corporation
JNJ / Johnson & Johnson
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
TRP / TC Energy Corporation
NCLH / Norwegian Cruise Line Holdings Ltd.
IGF / iShares Trust - iShares Global Infrastructure ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
BR / Broadridge Financial Solutions, Inc.
IBM / International Business Machines Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
LFUS / Littelfuse, Inc.
FOUR / Shift4 Payments, Inc.
UAL / United Airlines Holdings, Inc.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
DIS / The Walt Disney Company
AMAT / Applied Materials, Inc.
RGA / Reinsurance Group of America, Incorporated
WFC / Wells Fargo & Company
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
MBIN / Merchants Bancorp
SHW / The Sherwin-Williams Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MMC / Marsh & McLennan Companies, Inc.
KMB / Kimberly-Clark Corporation
TD / The Toronto-Dominion Bank
ENB / Enbridge Inc.
HON / Honeywell International Inc.
GPC / Genuine Parts Company
RIVN / Rivian Automotive, Inc.
VRNS / Varonis Systems, Inc.
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
VFC / V.F. Corporation
UAA / Under Armour, Inc.
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
MCHP / Microchip Technology Incorporated
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
F / Ford Motor Company
NKE / NIKE, Inc.
EA / Electronic Arts Inc.
CTAS / Cintas Corporation
VZ / Verizon Communications Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
ES / Eversource Energy
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
EPAC / Enerpac Tool Group Corp.
FCX / Freeport-McMoRan Inc.
MA / Mastercard Incorporated
ABBV / AbbVie Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
TTD / The Trade Desk, Inc.
ABT / Abbott Laboratories
MS / Morgan Stanley
DJT / Trump Media & Technology Group Corp.
WM / Waste Management, Inc.
HOOD / Robinhood Markets, Inc.
PFE / Pfizer Inc.
JCI / Johnson Controls International plc
DAL / Delta Air Lines, Inc.
TGT / Target Corporation
CDNS / Cadence Design Systems, Inc.
XYZ / Block, Inc.
WEC / WEC Energy Group, Inc.
TRGP / Targa Resources Corp.
BAC / Bank of America Corporation
SYY / Sysco Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
AMP / Ameriprise Financial, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
CVS / CVS Health Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
IYH / iShares Trust - iShares U.S. Healthcare ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
KNSL / Kinsale Capital Group, Inc.
MDT / Medtronic plc
GS / The Goldman Sachs Group, Inc.
UBER / Uber Technologies, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
GEV / GE Vernova Inc.
UNP / Union Pacific Corporation
DGX / Quest Diagnostics Incorporated
KHC / The Kraft Heinz Company
CEG / Constellation Energy Corporation
KR / The Kroger Co.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
ISRG / Intuitive Surgical, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CME / CME Group Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
MDLZ / Mondelez International, Inc.
ROST / Ross Stores, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
HWM / Howmet Aerospace Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
MMM / 3M Company
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
CL / Colgate-Palmolive Company
MRK / Merck & Co., Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ITW / Illinois Tool Works Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
J / Jacobs Solutions Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
OC / Owens Corning
MELI / MercadoLibre, Inc.
KO / The Coca-Cola Company
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
WMT / Walmart Inc.
FDS / FactSet Research Systems Inc.
OKTA / Okta, Inc.
DKNG / DraftKings Inc.
MDB / MongoDB, Inc.
GOOG / Alphabet Inc.
DOW / Dow Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
VTV / Vanguard Index Funds - Vanguard Value ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CHD / Church & Dwight Co., Inc.
HLT / Hilton Worldwide Holdings Inc.
PAYX / Paychex, Inc.
MO / Altria Group, Inc.
LNC / Lincoln National Corporation
TTEK / Tetra Tech, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
NOC / Northrop Grumman Corporation
PEP / PepsiCo, Inc.
XSW / SPDR Series Trust - SPDR S&P Software & Services ETF
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
HEIA / Heico Corp. - Class A
FND / Floor & Decor Holdings, Inc.
RTX / RTX Corporation
KMI / Kinder Morgan, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
ED / Consolidated Edison, Inc.
CRSP / CRISPR Therapeutics AG
IWD / iShares Trust - iShares Russell 1000 Value ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
IDXX / IDEXX Laboratories, Inc.
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
K / Kellanova
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CLX / The Clorox Company
GRMN / Garmin Ltd.
ZBRA / Zebra Technologies Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SO / The Southern Company
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
NSC / Norfolk Southern Corporation
LOW / Lowe's Companies, Inc.
WOOF / Petco Health and Wellness Company, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SLB / Schlumberger Limited
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
GEHC / GE HealthCare Technologies Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
LKFN / Lakeland Financial Corporation
AMGN / Amgen Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
SOLV / Solventum Corporation
IT / Gartner, Inc.
GIS / General Mills, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SPY / SPDR S&P 500 ETF
BLK / BlackRock, Inc.
ONB / Old National Bancorp
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
HD / The Home Depot, Inc.
VRT / Vertiv Holdings Co
ICE / Intercontinental Exchange, Inc.
AEP / American Electric Power Company, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BRK.B / Berkshire Hathaway Inc.
GNRC / Generac Holdings Inc.
NEE / NextEra Energy, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
EQIX / Equinix, Inc.
DLR / Digital Realty Trust, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
LGIH / LGI Homes, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BAX / Baxter International Inc.
ADP / Automatic Data Processing, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
PSA / Public Storage
DD / DuPont de Nemours, Inc.
CSCO / Cisco Systems, Inc.
GNMA / iShares Trust - iShares GNMA Bond ETF
UBS / UBS Group AG
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ROK / Rockwell Automation, Inc.
MLPA / Global X Funds - Global X MLP ETF
SFM / Sprouts Farmers Market, Inc.
JOBY / Joby Aviation, Inc.
APD / Air Products and Chemicals, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
CSX / CSX Corporation
KEYS / Keysight Technologies, Inc.
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
GILD / Gilead Sciences, Inc.
PLD / Prologis, Inc.
OSK / Oshkosh Corporation
HOG / Harley-Davidson, Inc.
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
WINA / Winmark Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
KEY / KeyCorp
GD / General Dynamics Corporation
LVS / Las Vegas Sands Corp.
JETS / ETF Series Solutions - U.S. Global Jets ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
EMR / Emerson Electric Co.
MAS / Masco Corporation
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
CASY / Casey's General Stores, Inc.
SYK / Stryker Corporation
MPC / Marathon Petroleum Corporation
DVN / Devon Energy Corporation
PLTR / Palantir Technologies Inc.
PRU / Prudential Financial, Inc.
ITCI / Intra-Cellular Therapies, Inc.
DHR / Danaher Corporation
LYB / LyondellBasell Industries N.V.
WSM / Williams-Sonoma, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
COO / The Cooper Companies, Inc.
INTU / Intuit Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
AZEK / The AZEK Company Inc.
MORN / Morningstar, Inc.
CVLT / Commvault Systems, Inc.
ARCC / Ares Capital Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
FTV / Fortive Corporation
WHD / Cactus, Inc.
MSI / Motorola Solutions, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
LECO / Lincoln Electric Holdings, Inc.
DDOG / Datadog, Inc.
STE / STERIS plc
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock)
VRTX / Vertex Pharmaceuticals Incorporated
BMI / Badger Meter, Inc.
TSCO / Tractor Supply Company
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
CYBR / CyberArk Software Ltd.
VDE / Vanguard World Fund - Vanguard Energy ETF
MNST / Monster Beverage Corporation
PEN / Penumbra, Inc.
NET / Cloudflare, Inc.
WAL / Western Alliance Bancorporation
MEDP / Medpace Holdings, Inc.
KBR * / KBR, Inc.
RGEN / Repligen Corporation
CDW / CDW Corporation
SPSC / SPS Commerce, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
OBDC / Blue Owl Capital Corporation
COF / Capital One Financial Corporation
WDAY / Workday, Inc.
BSX / Boston Scientific Corporation
ENTG / Entegris, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VMI / Valmont Industries, Inc.
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
UFPT / UFP Technologies, Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
FIX / Comfort Systems USA, Inc.
SPGI / S&P Global Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
CHH / Choice Hotels International, Inc.
INGR / Ingredion Incorporated
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ELV / Elevance Health, Inc.
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
APPN / Appian Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SJM / The J. M. Smucker Company
MAR / Marriott International, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EOG / EOG Resources, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
SCHW / The Charles Schwab Corporation
WAT / Waters Corporation
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
PNC / The PNC Financial Services Group, Inc.
PJT / PJT Partners Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
MTTR / Matterport, Inc.
DFS / Discover Financial Services
GWRE / Guidewire Software, Inc.
PPL / PPL Corporation
PG / The Procter & Gamble Company
DRI / Darden Restaurants, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
ACHR / Archer Aviation Inc.
TFC / Truist Financial Corporation
EVRG / Evergy, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MANH / Manhattan Associates, Inc.
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
MET / MetLife, Inc.
NOW / ServiceNow, Inc.
COST / Costco Wholesale Corporation
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
MCK / McKesson Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
TER / Teradyne, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
HBAN / Huntington Bancshares Incorporated
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
AJG / Arthur J. Gallagher & Co.
NDAQ / Nasdaq, Inc.
UA / Under Armour, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
IVE / iShares Trust - iShares S&P 500 Value ETF
RSG / Republic Services, Inc.
IAU / iShares Gold Trust
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
NFLX / Netflix, Inc.
ATNM / Actinium Pharmaceuticals, Inc.
BFB / Brown-Forman Corp. - Class B
MBB / iShares Trust - iShares MBS ETF
OLLI / Ollie's Bargain Outlet Holdings, Inc.
HALO / Halozyme Therapeutics, Inc.
SUPN / Supernus Pharmaceuticals, Inc.
IXC / iShares Trust - iShares Global Energy ETF
CALX / Calix, Inc.
SUM / Summit Materials, Inc.
PTC / PTC Inc.
PBH / Prestige Consumer Healthcare Inc.
PODD / Insulet Corporation
PFFD / Global X Funds - Global X U.S. Preferred ETF
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
ELF / e.l.f. Beauty, Inc.
POOL / Pool Corporation
BIB / ProShares Trust - ProShares Ultra Nasdaq Biotechnology
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
NVT / nVent Electric plc
ULTA / Ulta Beauty, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
OPCH / Option Care Health, Inc.
BKNG / Booking Holdings Inc.
RRCO * / Range Resources Corporation
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
ABNB / Airbnb, Inc.
TRNO / Terreno Realty Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SMPL / The Simply Good Foods Company
CW / Curtiss-Wright Corporation
PH / Parker-Hannifin Corporation
BX / Blackstone Inc.
WERN / Werner Enterprises, Inc.
STRL / Sterling Infrastructure, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
JKHY / Jack Henry & Associates, Inc.
AXP / American Express Company
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
AAPL / Apple Inc.
APH / Amphenol Corporation
COP / ConocoPhillips
NVDA / NVIDIA Corporation
UNH / UnitedHealth Group Incorporated
LCID / Lucid Group, Inc.
XOM / Exxon Mobil Corporation
GE / General Electric Company
MRVL / Marvell Technology, Inc.
V / Visa Inc.
LLY / Eli Lilly and Company
LRCX / Lam Research Corporation
PSX / Phillips 66
DGRO / iShares Trust - iShares Core Dividend Growth ETF
NWBI / Northwest Bancshares, Inc.
STX / Seagate Technology Holdings plc
TJX / The TJX Companies, Inc.
SLGN / Silgan Holdings Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
ZS / Zscaler, Inc.
AVGO / Broadcom Inc.
ANET / Arista Networks Inc
CMDY / iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF
VLO / Valero Energy Corporation
NBHC / National Bank Holdings Corporation
TWLO / Twilio Inc.
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
C / Citigroup Inc. - Corporate Bond/Note
AMTM / Amentum Holdings, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BUG / Global X Funds - Global X Cybersecurity ETF
ADSK / Autodesk, Inc.
QCOM / QUALCOMM Incorporated
TT / Trane Technologies plc
EME / EMCOR Group, Inc.
UPS / United Parcel Service, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
LHX / L3Harris Technologies, Inc.
DUK / Duke Energy Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
TXN / Texas Instruments Incorporated
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
HUBS / HubSpot, Inc.
CMG / Chipotle Mexican Grill, Inc.
SHOP / Shopify Inc.
USB / U.S. Bancorp
DE / Deere & Company
SNOW / Snowflake Inc.
WMB / The Williams Companies, Inc.
ACN / Accenture plc
KKR / KKR & Co. Inc.
AFL / Aflac Incorporated
ARES / Ares Management Corporation
LPLA / LPL Financial Holdings Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
FIVN / Five9, Inc.
MU / Micron Technology, Inc.
AXON / Axon Enterprise, Inc.
ORCL / Oracle Corporation
DOV / Dover Corporation
XRX / Xerox Holdings Corporation
SPOT / Spotify Technology S.A.
MSCI / MSCI Inc.
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
MGM / MGM Resorts International
PGR / The Progressive Corporation
PYPL / PayPal Holdings, Inc.
RCL / Royal Caribbean Cruises Ltd.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
ADI / Analog Devices, Inc.
XPEV / XPeng Inc. - Depositary Receipt (Common Stock)
IWV / iShares Trust - iShares Russell 3000 ETF
T / AT&T Inc.
ADBE / Adobe Inc.
MKL / Markel Group Inc.
ETN / Eaton Corporation plc
URI / United Rentals, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CB / Chubb Limited
AMZN / Amazon.com, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
NUE / Nucor Corporation
NEM / Newmont Corporation
GOOGL / Alphabet Inc.
JPM / JPMorgan Chase & Co.
CRM / Salesforce, Inc.
CRWD / CrowdStrike Holdings, Inc.
A / Agilent Technologies, Inc.
NTRA / Natera, Inc.
LMT / Lockheed Martin Corporation
MSFT / Microsoft Corporation
PWR / Quanta Services, Inc.
QQQ / Invesco QQQ Trust, Series 1
TMUS / T-Mobile US, Inc.