Market Value1,440,839,066
Total Holdings414
File Date2025-05-12
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
CRM / Salesforce, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
OPRT / Oportun Financial Corporation
COIN / Coinbase Global, Inc.
ADBE / Adobe Inc.
SLV / iShares Silver Trust
SBUX / Starbucks Corporation
WMT / Walmart Inc.
MS / Morgan Stanley
MMM / 3M Company
LMT / Lockheed Martin Corporation
F / Ford Motor Company
DIS / The Walt Disney Company
SPY / SPDR S&P 500 ETF
KO / The Coca-Cola Company
GEV / GE Vernova Inc.
AMAT / Applied Materials, Inc.
COST / Costco Wholesale Corporation
VZ / Verizon Communications Inc.
QQQ / Invesco QQQ Trust, Series 1
QCOM / QUALCOMM Incorporated
CMCSA / Comcast Corporation
NEE / NextEra Energy, Inc.
AMGN / Amgen Inc.
DHR / Danaher Corporation
LPLA / LPL Financial Holdings Inc.
CHD / Church & Dwight Co., Inc.
MDLZ / Mondelez International, Inc.
PM / Philip Morris International Inc.
UNP / Union Pacific Corporation
FICO / Fair Isaac Corporation
O / Realty Income Corporation
MCD / McDonald's Corporation
CEG / Constellation Energy Corporation
MA / Mastercard Incorporated
ED / Consolidated Edison, Inc.
CION / CION Investment Corporation
SO / The Southern Company
AZO / AutoZone, Inc.
TSCO / Tractor Supply Company
V / Visa Inc.
CRWD / CrowdStrike Holdings, Inc.
CDW / CDW Corporation
DE / Deere & Company
COR / Cencora, Inc.
ELV / Elevance Health, Inc.
TEL / TE Connectivity plc
JNJ / Johnson & Johnson
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
ABT / Abbott Laboratories
RTX / RTX Corporation
BKNG / Booking Holdings Inc.
MRK / Merck & Co., Inc.
GIS / General Mills, Inc.
LYV / Live Nation Entertainment, Inc.
CTAS / Cintas Corporation
CAI / Canadian Imperial Bank of Commerce
AEE / Ameren Corporation
PSX / Phillips 66
HIG / The Hartford Insurance Group, Inc.
MSFT / Microsoft Corporation
PH / Parker-Hannifin Corporation
MCK / McKesson Corporation
WMB / The Williams Companies, Inc.
FE / FirstEnergy Corp.
GE / General Electric Company
EXPD / Expeditors International of Washington, Inc.
GLD / SPDR Gold Trust
FFIN / First Financial Bankshares, Inc.
AMD / Advanced Micro Devices, Inc.
KMB / Kimberly-Clark Corporation
UNH / UnitedHealth Group Incorporated
GILD / Gilead Sciences, Inc.
META / Meta Platforms, Inc.
AVY / Avery Dennison Corporation
EOG / EOG Resources, Inc.
ITW / Illinois Tool Works Inc.
ALL / The Allstate Corporation
HWKN / Hawkins, Inc.
SCCO / Southern Copper Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
LUNG / Pulmonx Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
BX / Blackstone Inc.
KAPR / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
TSPA / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
UFEB / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - February
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
TMO / Thermo Fisher Scientific Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
JBND / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
BLK / BlackRock, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
IJAN / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January
NFLX / Netflix, Inc.
IT / Gartner, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
RSPF / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF
LXRX / Lexicon Pharmaceuticals, Inc.
EXC / Exelon Corporation
MBB / iShares Trust - iShares MBS ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
LNC / Lincoln National Corporation
IBM / International Business Machines Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
CB / Chubb Limited
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
TECH / Bio-Techne Corporation
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
APA / APA Corporation
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
LOW / Lowe's Companies, Inc.
BMY / Bristol-Myers Squibb Company
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VFL / abrdn National Municipal Income Fund
VTV / Vanguard Index Funds - Vanguard Value ETF
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
UMAR / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GWW / W.W. Grainger, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
KJUL / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - July
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
IPG / The Interpublic Group of Companies, Inc.
FAST / Fastenal Company
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
FI / Fiserv, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
D / Dominion Energy, Inc.
RCL / Royal Caribbean Cruises Ltd.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
LDOS / Leidos Holdings, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
USEP / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - September
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
TXN / Texas Instruments Incorporated
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
ENB / Enbridge Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
JPC / Nuveen Preferred & Income Opportunities Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IOCT / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October
UAUG / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - August
JBHT / J.B. Hunt Transport Services, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
HD / The Home Depot, Inc.
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
ABBV / AbbVie Inc.
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
APP / AppLovin Corporation
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
HON / Honeywell International Inc.
HODL / VanEck Bitcoin ETF
WDAY / Workday, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
ISEP / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - September
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
L / Loews Corporation
GSST / Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Bond ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
ECL / Ecolab Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CHE / Chemed Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
PFE / Pfizer Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
LUV / Southwest Airlines Co.
HTRB / Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF
WM / Waste Management, Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
VICI / VICI Properties Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF Put
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
CGDG / Capital Group Dividend Growers ETF
ANET / Arista Networks Inc
ETHE / Grayscale Ethereum Trust
CSCO / Cisco Systems, Inc.
NTAP / NetApp, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
CASY / Casey's General Stores, Inc.
IDEC / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - December
UAPR / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - April
SMMD / iShares Trust - iShares Russell 2500 ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IRT / Independence Realty Trust, Inc.
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
GBTC / Grayscale Bitcoin Trust (BTC)
IVW / iShares Trust - iShares S&P 500 Growth ETF
USB / U.S. Bancorp
IBB / iShares Trust - iShares Biotechnology ETF
UDEC / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December
MUB / iShares Trust - iShares National Muni Bond ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF
ADSK / Autodesk, Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IAU / iShares Gold Trust
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
UJUL / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - July
UOCT / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - October
IJUL / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July
SSO / ProShares Trust - ProShares Ultra S&P500
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
KLAC / KLA Corporation
GS / The Goldman Sachs Group, Inc.
HNDL / Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF
DFAW / Dimensional ETF Trust - Dimensional World Equity ETF
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
HCRB / Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
XOM / Exxon Mobil Corporation
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
SMB / VanEck ETF Trust - VanEck Short Muni ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PG / The Procter & Gamble Company
ISRG / Intuitive Surgical, Inc.
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
WFC / Wells Fargo & Company
PLTR / Palantir Technologies Inc.
TMUS / T-Mobile US, Inc.
DCI / Donaldson Company, Inc.
JPM / JPMorgan Chase & Co.
VLO / Valero Energy Corporation
SILA / Sila Realty Trust, Inc.
BAC / Bank of America Corporation
CTSH / Cognizant Technology Solutions Corporation
BMO / Bank of Montreal
FTNT / Fortinet, Inc.
APO / Apollo Global Management, Inc.
ETHO / Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
ESG / FlexShares Trust - FlexShares STOXX US ESG Select Index Fund
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
VEEV / Veeva Systems Inc.
ZTS / Zoetis Inc.
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
HPE / Hewlett Packard Enterprise Company
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
MET / MetLife, Inc.
XYZ / Block, Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
HSIC / Henry Schein, Inc.
CPSD / Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - December
CPNS / Calamos ETF Trust - Calamos Nasdaq-100 Structured Alt Protection ETF - September
IBIT / iShares Bitcoin Trust ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
EA / Electronic Arts Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
DAL / Delta Air Lines, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
KR / The Kroger Co.
KOCT / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - October
TRGP / Targa Resources Corp.
BAC.PRL / Bank of America Corporation - Preferred Stock
AVGO / Broadcom Inc.
AMTM / Amentum Holdings, Inc.
TGT / Target Corporation
NOW / ServiceNow, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
XEL / Xcel Energy Inc.
AAPL / Apple Inc.
APH / Amphenol Corporation
PAYX / Paychex, Inc.
CGDV / Capital Group Dividend Value ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
WWW / Wolverine World Wide, Inc.
FEOE / The RBB Fund Trust - First Eagle Overseas Equity ETF
T / AT&T Inc.
KJAN / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January
TD / The Toronto-Dominion Bank
PEP / PepsiCo, Inc.
IMAR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - March
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
FESM / Fidelity Covington Trust - Fidelity Enhanced Small Cap ETF
CAT / Caterpillar Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
OXY / Occidental Petroleum Corporation
NVDA / NVIDIA Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BSX / Boston Scientific Corporation
INSP / Inspire Medical Systems, Inc.
AIZ / Assurant, Inc.
0JCT / Intuit Inc.
LLY / Eli Lilly and Company
NWSA / News Corporation
CGGO / Capital Group Global Growth Equity ETF
ORCL / Oracle Corporation
AMZN / Amazon.com, Inc.
GOOGL / Alphabet Inc.
AXP / American Express Company
BA / The Boeing Company
MU / Micron Technology, Inc.
J / Jacobs Solutions Inc.
AVMC / American Century ETF Trust - Avantis U.S. Mid Cap Equity ETF
PRU / Prudential Financial, Inc.
K / Kellanova
GD / General Dynamics Corporation
CHRW / C.H. Robinson Worldwide, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
FBTC / Fidelity Wise Origin Bitcoin Fund
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
GOOG / Alphabet Inc.
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
CVX / Chevron Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
VUG / Vanguard Index Funds - Vanguard Growth ETF
EOCT / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - October
IAUG / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - August
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
PANW / Palo Alto Networks, Inc.
MO / Altria Group, Inc.
RSPR / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Real Estate ETF
CL / Colgate-Palmolive Company
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
BBY / Best Buy Co., Inc.
TSLA / Tesla, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
REGN / Regeneron Pharmaceuticals, Inc.
ETN / Eaton Corporation plc
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
TJX / The TJX Companies, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
LNG / Cheniere Energy, Inc.
CNC / Centene Corporation
XT / iShares Trust - iShares Exponential Technologies ETF
PSA / Public Storage
FDD / First Trust Exchange-Traded Fund II - First Trust STOXX European Select Dividend Index Fund
IAPR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - April
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
CGUS / Capital Group Core Equity ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
SCHW / The Charles Schwab Corporation
FTSD / Franklin U.S. Core Dividend Tilt Index ETF - Franklin Short Duration U.S. Government ETF
MDT / Medtronic plc
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
RZG / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Growth ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
INTC / Intel Corporation
BDX / Becton, Dickinson and Company
TRV / The Travelers Companies, Inc.
UJUN / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - June
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
FFIV / F5, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
PJFG / PGIM ETF Trust - PGIM Jennison Focused Growth ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
EG / Everest Group, Ltd.
SYK / Stryker Corporation
EAPR / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - April
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
ACN / Accenture plc
HRL / Hormel Foods Corporation
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
IJUN / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - June
IWF / iShares Trust - iShares Russell 1000 Growth ETF
EJUL / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - July
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
GINN / Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
BTC / Grayscale Bitcoin Mini Trust
USSH / WisdomTree Trust - WisdomTree 1-3 Year Laddered Treasury Fund
BNDI / NEOS ETF Trust - NEOS Enhanced Income Aggregate Bond ETF
KDEC / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - December
MLPA / Global X Funds - Global X MLP ETF
NPFI / Nushares ETF Trust - Nuveen Preferred and Income ETF