Market Value220,952,563
Total Holdings594
File Date2024-07-25
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)
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
PSF / Cohen & Steers Select Preferred and Income Fund, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
VZ / Verizon Communications Inc.
DVY / iShares Trust - iShares Select Dividend ETF
MASI / Masimo Corporation
CVNA / Carvana Co.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
CHI / Calamos Convertible Opportunities and Income Fund
GBTC / Grayscale Bitcoin Trust (BTC)
JFR / Nuveen Floating Rate Income Fund
IWM / iShares Trust - iShares Russell 2000 ETF
PG / The Procter & Gamble Company
OKTA / Okta, Inc.
CC / The Chemours Company
ALC / Alcon Inc.
HPQ / HP Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
SHOP / Shopify Inc.
C.WSA / Citigroup, Inc.
EBAY / eBay Inc.
MINM / FiEE, Inc.
CNSL / Consolidated Communications Holdings, Inc.
STLD / Steel Dynamics, Inc.
ZIM / ZIM Integrated Shipping Services Ltd.
HE / Hawaiian Electric Industries, Inc.
IEX / IDEX Corporation
GILD / Gilead Sciences, Inc.
FSIG / First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF
SMDY / Syntax ETF Trust - Syntax Stratified MidCap ETF
SOXX / iShares Trust - iShares Semiconductor ETF
BALL / Ball Corporation
FND / Floor & Decor Holdings, Inc.
BFA / Brown-Forman Corp. - Class A
ORGO / Organogenesis Holdings Inc.
TSVT / 2seventy bio, Inc.
MTTR / Matterport, Inc.
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
DIAX / Nuveen Dow 30 Dynamic Overwrite Fund
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
EGRX / Eagle Pharmaceuticals, Inc.
MOH / Molina Healthcare, Inc.
ES / Eversource Energy
SSPY / Exchange Listed Funds Trust - Stratified LargeCap Index ETF
MSCI / MSCI Inc.
NAT / Nordic American Tankers Limited
VEEV / Veeva Systems Inc.
VMAR / Vision Marine Technologies Inc.
MEOH / Methanex Corporation
LUV / Southwest Airlines Co.
SSLY / Syntax ETF Trust - Syntax Stratified SmallCap ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
XYL / Xylem Inc.
TDY / Teledyne Technologies Incorporated
DG / Dollar General Corporation
CDNS / Cadence Design Systems, Inc.
AMD / Advanced Micro Devices, Inc.
JMIA / Jumia Technologies AG - Depositary Receipt (Common Stock)
IDA / IDACORP, Inc.
INMD / InMode Ltd.
ED / Consolidated Edison, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
CLF / Cleveland-Cliffs Inc.
BFB / Brown-Forman Corp. - Class B
WAB / Westinghouse Air Brake Technologies Corporation
SPCE / Virgin Galactic Holdings, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
OUST / Ouster, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
CME / CME Group Inc.
CRPT / First Trust SkyBridge Crypto Industry and Digital Economy ETF
MAR / Marriott International, Inc.
KHC / The Kraft Heinz Company
JPM / JPMorgan Chase & Co.
SLV / iShares Silver Trust
PRFT / Perficient, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
OHI / Omega Healthcare Investors, Inc.
PAYC / Paycom Software, Inc.
EXAI / Exscientia plc - Depositary Receipt (Common Stock)
BEPC / Brookfield Renewable Corporation
AY / Atlantica Sustainable Infrastructure plc
BLUE / bluebird bio, Inc.
SMPL / The Simply Good Foods Company
SBSW / Sibanye Stillwater Limited - Depositary Receipt (Common Stock)
DNP / DNP Select Income Fund Inc.
GTLB / GitLab Inc.
SDGR / Schrödinger, Inc.
VZLA / Vizsla Silver Corp.
BIPC / Brookfield Infrastructure Corporation
RITM / Rithm Capital Corp.
NEO / NeoGenomics, Inc.
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
ARKB / ARK 21Shares Bitcoin ETF
MELI / MercadoLibre, Inc.
UNM / Unum Group
GLD / SPDR Gold Trust
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
HD / The Home Depot, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
HSY / The Hershey Company
UNP / Union Pacific Corporation
SBUX / Starbucks Corporation
ABT / Abbott Laboratories
MSFT / Microsoft Corporation
ALL / The Allstate Corporation
GE / General Electric Company
SCHW / The Charles Schwab Corporation
KO / The Coca-Cola Company
INTC / Intel Corporation
BAC / Bank of America Corporation
WFC / Wells Fargo & Company
BDX / Becton, Dickinson and Company
STX / Seagate Technology Holdings plc
CTVA / Corteva, Inc.
ROST / Ross Stores, Inc.
MRVL / Marvell Technology, Inc.
ETN / Eaton Corporation plc
DAL / Delta Air Lines, Inc.
CL / Colgate-Palmolive Company
KMI / Kinder Morgan, Inc.
CE / Celanese Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
GEG / Great Elm Group, Inc.
JAZZ / Jazz Pharmaceuticals plc
BXP / Boston Properties, Inc.
O / Realty Income Corporation
OTIS / Otis Worldwide Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
PAYX / Paychex, Inc.
EOG / EOG Resources, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VTRS / Viatris Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SSYS / Stratasys Ltd.
IWD / iShares Trust - iShares Russell 1000 Value ETF
MO / Altria Group, Inc.
CG / The Carlyle Group Inc.
SPOT / Spotify Technology S.A.
KR / The Kroger Co.
GOOGL / Alphabet Inc.
QCOM / QUALCOMM Incorporated
IGOV / iShares Trust - iShares International Treasury Bond ETF
CCI / Crown Castle Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
TIP / iShares Trust - iShares TIPS Bond ETF
PEP / PepsiCo, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
EXC / Exelon Corporation
JRI / Nuveen Real Asset Income and Growth Fund
BK / The Bank of New York Mellon Corporation
NFLX / Netflix, Inc.
CSX / CSX Corporation
BX / Blackstone Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
DHR / Danaher Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
GALT / Galectin Therapeutics Inc.
ACN / Accenture plc
ONL / Orion Properties Inc.
PYPL / PayPal Holdings, Inc.
SLF / Sun Life Financial Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
RDDT / Reddit, Inc.
NYMT / New York Mortgage Trust, Inc.
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
PBA / Pembina Pipeline Corporation
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VZLA / Vizsla Silver Corp.
GIS / General Mills, Inc.
BUFT / First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Defensive ETF
DE / Deere & Company
FIS / Fidelity National Information Services, Inc.
GEHC / GE HealthCare Technologies Inc.
NIM / Nuveen Select Maturities Municipal Fund
KMB / Kimberly-Clark Corporation
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
RTX / RTX Corporation
AVAV / AeroVironment, Inc.
STZ / Constellation Brands, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
META / Meta Platforms, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
ZTS / Zoetis Inc.
BSY / Bentley Systems, Incorporated
CFG / Citizens Financial Group, Inc.
PHT / Pioneer High Income Fund, Inc.
IR / Ingersoll Rand Inc.
FDX / FedEx Corporation
PFE / Pfizer Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
INTU / Intuit Inc.
CEF / Sprott Physical Gold and Silver Trust
ADP / Automatic Data Processing, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
WST / West Pharmaceutical Services, Inc.
JNJ / Johnson & Johnson
FTF / Franklin Limited Duration Income Trust
MA / Mastercard Incorporated
LDP / Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
TPC / Tutor Perini Corporation
ABBV / AbbVie Inc.
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ESPR / Esperion Therapeutics, Inc.
ZS / Zscaler, Inc.
VLTO / Veralto Corporation
AEP / American Electric Power Company, Inc.
BRK.B / Berkshire Hathaway Inc.
CMG / Chipotle Mexican Grill, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
S / SentinelOne, Inc.
TROW / T. Rowe Price Group, Inc.
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
CEG / Constellation Energy Corporation
CMCSA / Comcast Corporation
ICE / Intercontinental Exchange, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
CHX / ChampionX Corporation
KROP / Global X Funds - Global X AgTech & Food Innovation ETF
SYY / Sysco Corporation
OGN / Organon & Co.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
NOW / ServiceNow, Inc.
DEUS / DBX ETF Trust - Xtrackers Russell US Multifactor ETF
IBIE / iShares Trust - iShares iBonds Oct 2028 Term TIPS ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
ACGL / Arch Capital Group Ltd.
ADBE / Adobe Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
GSG / iShares S&P GSCI Commodity-Indexed Trust
HOG / Harley-Davidson, Inc.
AWP / abrdn Global Premier Properties Fund
MGM / MGM Resorts International
SHEL / Shell plc - Depositary Receipt (Common Stock)
UEC / Uranium Energy Corp.
NEWT / NewtekOne, Inc.
WY / Weyerhaeuser Company
UBER / Uber Technologies, Inc.
NKE / NIKE, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
IVW / iShares Trust - iShares S&P 500 Growth ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
AOUT / American Outdoor Brands, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
AAPL / Apple Inc.
AMZN / Amazon.com, Inc.
FICS / First Trust Exchange-Traded Fund VI - First Trust International Developed Capital Strength ETF
HDV / iShares Trust - iShares Core High Dividend ETF
IAU / iShares Gold Trust
NVDA / NVIDIA Corporation
OXY / Occidental Petroleum Corporation
WMT / Walmart Inc.
IAT / iShares Trust - iShares U.S. Regional Banks ETF
HWM / Howmet Aerospace Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
COP / ConocoPhillips
XOM / Exxon Mobil Corporation
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
CVS / CVS Health Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
STWD / Starwood Property Trust, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
CHKP / Check Point Software Technologies Ltd.
IVE / iShares Trust - iShares S&P 500 Value ETF
ANIX / Anixa Biosciences, Inc.
CGUS / Capital Group Core Equity ETF
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
GME / GameStop Corp.
MTDR / Matador Resources Company
HST / Host Hotels & Resorts, Inc.
EG / Everest Group, Ltd.
DD / DuPont de Nemours, Inc.
NI / NiSource Inc.
GD / General Dynamics Corporation
ROP / Roper Technologies, Inc.
SLVM / Sylvamo Corporation
AWK / American Water Works Company, Inc.
IP / International Paper Company
SJM / The J. M. Smucker Company
PBI / Pitney Bowes Inc.
BHF / Brighthouse Financial, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
D / Dominion Energy, Inc.
AFL / Aflac Incorporated
COF / Capital One Financial Corporation
RYN / Rayonier Inc.
VAC / Marriott Vacations Worldwide Corporation
IGF / iShares Trust - iShares Global Infrastructure ETF
WBA / Walgreens Boots Alliance, Inc.
T / AT&T Inc.
SYF / Synchrony Financial
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
PLTR / Palantir Technologies Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
PANW / Palo Alto Networks, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
WTRG / Essential Utilities, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
HIG / The Hartford Insurance Group, Inc.
CHD / Church & Dwight Co., Inc.
TLRY / Tilray Brands, Inc.
EXAS / Exact Sciences Corporation
AMC / AMC Entertainment Holdings, Inc.
FE / FirstEnergy Corp.
TSLA / Tesla, Inc.
NFE / New Fortress Energy Inc.
SPCE / Virgin Galactic Holdings, Inc.
HONE / HarborOne Bancorp, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
CGC / Canopy Growth Corporation
PRU / Prudential Financial, Inc.
MSI / Motorola Solutions, Inc.
SOFI / SoFi Technologies, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
KTOS / Kratos Defense & Security Solutions, Inc.
TRV / The Travelers Companies, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
COST / Costco Wholesale Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
COIN / Coinbase Global, Inc.
BA / The Boeing Company
USB / U.S. Bancorp
TXN / Texas Instruments Incorporated
MKL / Markel Group Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
HEI / HEICO Corporation
CGDV / Capital Group Dividend Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
LNC / Lincoln National Corporation
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
NSSC / Napco Security Technologies, Inc.
IFF / International Flavors & Fragrances Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
MTB / M&T Bank Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
YUM / Yum! Brands, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
A / Agilent Technologies, Inc.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
TW / Tradeweb Markets Inc.
LOW / Lowe's Companies, Inc.
FICO / Fair Isaac Corporation
GEV / GE Vernova Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
XYZ / Block, Inc.
WEC / WEC Energy Group, Inc.
AA / Alcoa Corporation
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
SWBI / Smith & Wesson Brands, Inc.
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
KD / Kyndryl Holdings, Inc.
EGP / EastGroup Properties, Inc.
ENPH / Enphase Energy, Inc.
IRM / Iron Mountain Incorporated
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
TYL / Tyler Technologies, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
AAOI / Applied Optoelectronics, Inc.
CAT / Caterpillar Inc.
LLY / Eli Lilly and Company
CPB / The Campbell's Company
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
CRM / Salesforce, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
CCL / Carnival Corporation & plc
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
LHX / L3Harris Technologies, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
GLO / Clough Global Opportunities Fund
SPY / SPDR S&P 500 ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
NTRS / Northern Trust Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
IBIC / iShares Trust - iShares iBonds Oct 2026 Term TIPS ETF
VVX / V2X, Inc.
DIS / The Walt Disney Company
RMT / Royce Micro-Cap Trust, Inc.
DLR / Digital Realty Trust, Inc.
MU / Micron Technology, Inc.
DUK / Duke Energy Corporation
DKNG / DraftKings Inc.
RCL / Royal Caribbean Cruises Ltd.
TEAM / Atlassian Corporation
BMY / Bristol-Myers Squibb Company
NUE / Nucor Corporation
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
PPT / Putnam Premier Income Trust
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
IBM / International Business Machines Corporation
DVN / Devon Energy Corporation
UDOW / ProShares Trust - ProShares UltraPro Dow30
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
CGGO / Capital Group Global Growth Equity ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
W / Wayfair Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
OEF / iShares Trust - iShares S&P 100 ETF
ILCV / iShares Trust - iShares Morningstar Value ETF
ET / Energy Transfer LP - Limited Partnership
EOI / Eaton Vance Enhanced Equity Income Fund
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
GDV / The Gabelli Dividend & Income Trust
IXC / iShares Trust - iShares Global Energy ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MBB / iShares Trust - iShares MBS ETF
GCI / Gannett Co., Inc.
NUV / Nuveen Municipal Value Fund, Inc.
GM / General Motors Company
EVG / Eaton Vance Short Duration Diversified Income Fund
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
TXT / Textron Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
V / Visa Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
OLN / Olin Corporation
NWL / Newell Brands Inc.
WELL / Welltower Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
SOLV / Solventum Corporation
RIVN / Rivian Automotive, Inc.
NEE / NextEra Energy, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MNST / Monster Beverage Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
LRCX / Lam Research Corporation
DOV / Dover Corporation
MRK / Merck & Co., Inc.
MET / MetLife, Inc.
INCM / Franklin Templeton ETF Trust - Franklin Income Focus ETF
CGGR / Capital Group Growth ETF
EFR / Eaton Vance Senior Floating-Rate Trust
CVX / Chevron Corporation
TGT / Target Corporation
CBUS / Cibus, Inc.
RVT / Royce Small-Cap Trust, Inc.
WBD / Warner Bros. Discovery, Inc.
F / Ford Motor Company
BAH / Booz Allen Hamilton Holding Corporation
ENB / Enbridge Inc.
WHR / Whirlpool Corporation
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
YUMC / Yum China Holdings, Inc.
ITT / ITT Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
ALGN / Align Technology, Inc.
GCC / WisdomTree Trust - WisdomTree Enhanced Commodity Strategy Fund
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
MMM / 3M Company
GS / The Goldman Sachs Group, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
LMT / Lockheed Martin Corporation
EMR / Emerson Electric Co.
NTR / Nutrien Ltd.
IVV / iShares Trust - iShares Core S&P 500 ETF
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
EMBC / Embecta Corp.
IWB / iShares Trust - iShares Russell 1000 ETF
TER / Teradyne, Inc.
BTX / BlackRock Innovation and Growth Term Trust
IWN / iShares Trust - iShares Russell 2000 Value ETF
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
ANIK / Anika Therapeutics, Inc.
GREK / Global X Funds - Global X MSCI Greece ETF
NGG / National Grid plc - Depositary Receipt (Common Stock)
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
CYBR / CyberArk Software Ltd.
MCD / McDonald's Corporation
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
NBBK / NB Bancorp, Inc.
ZIMV / ZimVie Inc.
GNOM / Global X Funds - Global X Genomics & Biotechnology ETF
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
FIX / Comfort Systems USA, Inc.
EIX / Edison International
SBAC / SBA Communications Corporation
CPRI / Capri Holdings Limited
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
HPS / John Hancock Preferred Income Fund III
MDLZ / Mondelez International, Inc.
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
CSQ / Calamos Strategic Total Return Fund
DOW / Dow Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AON / Aon plc
EFV / iShares Trust - iShares MSCI EAFE Value ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
WASH / Washington Trust Bancorp, Inc.
RGR / Sturm, Ruger & Company, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ICHR / Ichor Holdings, Ltd.
PNW / Pinnacle West Capital Corporation
NTLA / Intellia Therapeutics, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
GNRC / Generac Holdings Inc.
TDOC / Teladoc Health, Inc.
CB / Chubb Limited
HBAN / Huntington Bancshares Incorporated
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
DT / Dynatrace, Inc.
HON / Honeywell International Inc.
NTRA / Natera, Inc.
SGU / Star Group, L.P. - Limited Partnership
AMLP / ALPS ETF Trust - Alerian MLP ETF
CPRT / Copart, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ITW / Illinois Tool Works Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
DOC / Healthpeak Properties, Inc.
C / Citigroup Inc.
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
PM / Philip Morris International Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
QQQ / Invesco QQQ Trust, Series 1
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
MFC / Manulife Financial Corporation
PPG / PPG Industries, Inc.
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
CLX / The Clorox Company
PSEC / Prospect Capital Corporation
ARTY / iShares Trust - iShares Future AI & Tech ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
CSCO / Cisco Systems, Inc.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
TMO / Thermo Fisher Scientific Inc.
BRKL / Brookline Bancorp, Inc.
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
IDXX / IDEXX Laboratories, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VOYA / Voya Financial, Inc.
SO / The Southern Company
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
CRWD / CrowdStrike Holdings, Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
ORI / Old Republic International Corporation
AMT / American Tower Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
EVV / Eaton Vance Limited Duration Income Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ORCL / Oracle Corporation
LNT / Alliant Energy Corporation
IBID / iShares Trust - iShares iBonds Oct 2027 Term TIPS ETF
TT / Trane Technologies plc
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
TJX / The TJX Companies, Inc.
UNH / UnitedHealth Group Incorporated
RSG / Republic Services, Inc.
IBIB / iShares Trust - iShares iBonds Oct 2025 Term TIPS ETF
WM / Waste Management, Inc.
ISRG / Intuitive Surgical, Inc.
PSX / Phillips 66
ARKK / ARK ETF Trust - ARK Innovation ETF
AVGO / Broadcom Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
SYK / Stryker Corporation
AMGN / Amgen Inc.
ZBH / Zimmer Biomet Holdings, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
BIIB / Biogen Inc.
KEYS / Keysight Technologies, Inc.