Market Value335,071,825
Total Holdings638
File Date2025-01-27
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)
DBX / Dropbox, Inc.
DE / Deere & Company
AVNW / Aviat Networks, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
XTN / SPDR Series Trust - SPDR S&P Transportation ETF
AFRM / Affirm Holdings, Inc.
NET / Cloudflare, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
CB / Chubb Limited
GOOG / Alphabet Inc.
SOFI / SoFi Technologies, Inc.
CI / The Cigna Group
VLO / Valero Energy Corporation
D / Dominion Energy, Inc.
BKNG / Booking Holdings Inc.
WH / Wyndham Hotels & Resorts, Inc.
ROP / Roper Technologies, Inc.
ENB / Enbridge Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
UPS / United Parcel Service, Inc.
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
EXC / Exelon Corporation
IBIT / iShares Bitcoin Trust ETF
AZEK / The AZEK Company Inc.
QCOM / QUALCOMM Incorporated
TMO / Thermo Fisher Scientific Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
LULU / lululemon athletica inc.
SBUX / Starbucks Corporation
COLB / Columbia Banking System, Inc.
CHPT / ChargePoint Holdings, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
CSCO / Cisco Systems, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BX / Blackstone Inc.
FTRE / Fortrea Holdings Inc.
NFLX / Netflix, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
CAT / Caterpillar Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
EQIX / Equinix, Inc.
CPB / The Campbell's Company
STT / State Street Corporation
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
MKC / McCormick & Company, Incorporated
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
TGT / Target Corporation
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
EXPD / Expeditors International of Washington, Inc.
AIG / American International Group, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SNV / Synovus Financial Corp.
IFF / International Flavors & Fragrances Inc.
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
J / Jacobs Solutions Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
AEP / American Electric Power Company, Inc.
JNJ / Johnson & Johnson
TXT / Textron Inc.
SWK / Stanley Black & Decker, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
SPY / SPDR S&P 500 ETF
EA / Electronic Arts Inc.
ETR / Entergy Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IXG / iShares Trust - iShares Global Financials ETF
SPHR / Sphere Entertainment Co.
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
MET / MetLife, Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
ZBH / Zimmer Biomet Holdings, Inc.
BSX / Boston Scientific Corporation
DLTR / Dollar Tree, Inc.
JLL / Jones Lang LaSalle Incorporated
SHOP / Shopify Inc.
LW / Lamb Weston Holdings, Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
ALNY / Alnylam Pharmaceuticals, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
ABM / ABM Industries Incorporated
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
HQH / Abrdn Healthcare Investors
ACM / AECOM
MRK / Merck & Co., Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CSX / CSX Corporation
ALSN / Allison Transmission Holdings, Inc.
CMI / Cummins Inc.
BRK.B / Berkshire Hathaway Inc.
SNAP / Snap Inc.
AOS / A. O. Smith Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
NXPI / NXP Semiconductors N.V.
GLW / Corning Incorporated
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CLF / Cleveland-Cliffs Inc.
MGM / MGM Resorts International
NDAQ / Nasdaq, Inc.
MIDD / The Middleby Corporation
IYJ / iShares Trust - iShares U.S. Industrials ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
TEL / TE Connectivity plc
COTY / Coty Inc.
NYT / The New York Times Company
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
ABNB / Airbnb, Inc.
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
WMB / The Williams Companies, Inc.
DXC / DXC Technology Company
CIEN / Ciena Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
SNA / Snap-on Incorporated
CAG / Conagra Brands, Inc.
IQV / IQVIA Holdings Inc.
SYK / Stryker Corporation
FG / F&G Annuities & Life, Inc.
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
LMT / Lockheed Martin Corporation
NTR / Nutrien Ltd.
GD / General Dynamics Corporation
IAF / Abrdn Australia Equity Fund Inc
OLN / Olin Corporation
O / Realty Income Corporation
MSA / MSA Safety Incorporated
ARKK / ARK ETF Trust - ARK Innovation ETF
SHW / The Sherwin-Williams Company
DVN / Devon Energy Corporation
NGG / National Grid plc - Depositary Receipt (Common Stock)
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
TDOC / Teladoc Health, Inc.
WSM / Williams-Sonoma, Inc.
FSK / FS KKR Capital Corp.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ZIMV / ZimVie Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
WPC / W. P. Carey Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
K / Kellanova
IXN / iShares Trust - iShares Global Tech ETF
TR / Tootsie Roll Industries, Inc.
PJT / PJT Partners Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
QLYS / Qualys, Inc.
DTE / DTE Energy Company
VRTX / Vertex Pharmaceuticals Incorporated
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SPRY / ARS Pharmaceuticals, Inc.
ACN / Accenture plc
MFC / Manulife Financial Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
TY / Tri-Continental Corporation
LOW / Lowe's Companies, Inc.
BMEZ / BlackRock Health Sciences Term Trust
EFAA / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco MSCI EAFE Income Advantage ETF
VRT / Vertiv Holdings Co
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
EL / The Estée Lauder Companies Inc.
KMB / Kimberly-Clark Corporation
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
YOU / Clear Secure, Inc.
MDLZ / Mondelez International, Inc.
BMY / Bristol-Myers Squibb Company
EFA / iShares Trust - iShares MSCI EAFE ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CHD / Church & Dwight Co., Inc.
MVT / BlackRock MuniVest Fund II, Inc.
SONO / Sonos, Inc.
MCD / McDonald's Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
GOLF / Acushnet Holdings Corp.
CNI / Canadian National Railway Company
HIG / The Hartford Insurance Group, Inc.
DDOG / Datadog, Inc.
PNC / The PNC Financial Services Group, Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
OFLX / Omega Flex, Inc.
WELL / Welltower Inc.
ESS / Essex Property Trust, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
OHI / Omega Healthcare Investors, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
UTF / Cohen & Steers Infrastructure Fund, Inc
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
AMP / Ameriprise Financial, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
FI / Fiserv, Inc.
AMT / American Tower Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
CFG / Citizens Financial Group, Inc.
REZI / Resideo Technologies, Inc.
AMTM / Amentum Holdings, Inc.
ECL / Ecolab Inc.
TXN / Texas Instruments Incorporated
SYF / Synchrony Financial
CEG / Constellation Energy Corporation
PINS / Pinterest, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
LRCX / Lam Research Corporation
DRI / Darden Restaurants, Inc.
GS / The Goldman Sachs Group, Inc.
GWRE / Guidewire Software, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
LIN / Linde plc
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
PPG / PPG Industries, Inc.
YUM / Yum! Brands, Inc.
NUE / Nucor Corporation
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
ADPT / Adaptive Biotechnologies Corporation
YUMC / Yum China Holdings, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
VIK / Viking Holdings Ltd
GBTC / Grayscale Bitcoin Trust (BTC)
UBER / Uber Technologies, Inc.
ELAN / Elanco Animal Health Incorporated
ANET / Arista Networks Inc
TJX / The TJX Companies, Inc.
BRKL / Brookline Bancorp, Inc.
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
IIPR / Innovative Industrial Properties, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
BHRB / Burke & Herbert Financial Services Corp.
TTD / The Trade Desk, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
COP / ConocoPhillips
IWB / iShares Trust - iShares Russell 1000 ETF
PANW / Palo Alto Networks, Inc.
GGN / GAMCO Global Gold, Natural Resources & Income Trust
ED / Consolidated Edison, Inc.
AI / C3.ai, Inc.
SWKS / Skyworks Solutions, Inc.
HD / The Home Depot, Inc.
CMCSA / Comcast Corporation
SRE / Sempra
KO / The Coca-Cola Company
WFC / Wells Fargo & Company
MNST / Monster Beverage Corporation
AMD / Advanced Micro Devices, Inc.
SLB / Schlumberger Limited
ZTS / Zoetis Inc.
TOL / Toll Brothers, Inc.
COR / Cencora, Inc.
NVAX / Novavax, Inc.
AA / Alcoa Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
MTRN / Materion Corporation
GH / Guardant Health, Inc.
MTD / Mettler-Toledo International Inc.
TCPC / BlackRock TCP Capital Corp.
EDIT / Editas Medicine, Inc.
ENV / Envestnet, Inc.
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
QRTEA / Qurate Retail Inc - Series A
HOOD / Robinhood Markets, Inc.
C.WSA / Citigroup, Inc.
IRDM / Iridium Communications Inc.
HNST / The Honest Company, Inc.
UPST / Upstart Holdings, Inc.
RH / RH
PSFE / Paysafe Limited
FSLY / Fastly, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
ILMN / Illumina, Inc.
DKNG / DraftKings Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
ARCB / ArcBest Corporation
BFB / Brown-Forman Corp. - Class B
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
PARA / Paramount Global
HBI / Hanesbrands Inc.
TSCO / Tractor Supply Company
HLT / Hilton Worldwide Holdings Inc.
FSV / FirstService Corporation
GM / General Motors Company
Z / Zillow Group, Inc.
MTCH / Match Group, Inc.
PEP / PepsiCo, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
STZ / Constellation Brands, Inc.
ORCL / Oracle Corporation
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
RUN / Sunrun Inc.
AAL / American Airlines Group Inc.
NVDA / NVIDIA Corporation
CGNX / Cognex Corporation
JPM / JPMorgan Chase & Co.
FCX / Freeport-McMoRan Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
MATX / Matson, Inc.
MP / MP Materials Corp.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VKTX / Viking Therapeutics, Inc.
KHC / The Kraft Heinz Company
LHX / L3Harris Technologies, Inc.
GOOGL / Alphabet Inc.
APD / Air Products and Chemicals, Inc.
IBM / International Business Machines Corporation
C / Citigroup Inc. - Corporate Bond/Note
GIS / General Mills, Inc.
F / Ford Motor Company
SIRI / Sirius XM Holdings Inc.
AXON / Axon Enterprise, Inc.
CYBR / CyberArk Software Ltd.
PFG / Principal Financial Group, Inc.
ALGN / Align Technology, Inc.
SYY / Sysco Corporation
MMC / Marsh & McLennan Companies, Inc.
MSFT / Microsoft Corporation
META / Meta Platforms, Inc.
UNP / Union Pacific Corporation
T / AT&T Inc.
CVX / Chevron Corporation
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
FIS / Fidelity National Information Services, Inc.
ADI / Analog Devices, Inc.
GE / General Electric Company
PHM / PulteGroup, Inc.
MPC / Marathon Petroleum Corporation
EMBC / Embecta Corp.
ROK / Rockwell Automation, Inc.
SPOT / Spotify Technology S.A.
RACE / Ferrari N.V.
USB / U.S. Bancorp
UL / Unilever PLC - Depositary Receipt (Common Stock)
FTV / Fortive Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
OXY / Occidental Petroleum Corporation
NOW / ServiceNow, Inc.
BIRK / Birkenstock Holding plc
MCK / McKesson Corporation
PLD / Prologis, Inc.
SPGI / S&P Global Inc.
MS / Morgan Stanley
FSLR / First Solar, Inc.
AXP / American Express Company
MCHI / iShares Trust - iShares MSCI China ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
WRB / W. R. Berkley Corporation
LCID / Lucid Group, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
RS / Reliance, Inc.
SJM / The J. M. Smucker Company
PLTR / Palantir Technologies Inc.
EMN / Eastman Chemical Company
CARR / Carrier Global Corporation
HSIC / Henry Schein, Inc.
XEL / Xcel Energy Inc.
WAT / Waters Corporation
GTX / Garrett Motion Inc.
MAGN / Magnera Corporation
DIS / The Walt Disney Company
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
EXPI / eXp World Holdings, Inc.
CE / Celanese Corporation
U / Unity Software Inc.
GGG / Graco Inc.
ZM / Zoom Communications Inc.
LH / Labcorp Holdings Inc.
LIQT / LiqTech International, Inc.
YETI / YETI Holdings, Inc.
AROW / Arrow Financial Corporation
AB / AllianceBernstein Holding L.P. - Limited Partnership
HII / Huntington Ingalls Industries, Inc.
PGEN / Precigen, Inc.
HUN / Huntsman Corporation
BAX / Baxter International Inc.
GEHC / GE HealthCare Technologies Inc.
HAS / Hasbro, Inc.
MAR / Marriott International, Inc.
AAPL / Apple Inc.
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
DG / Dollar General Corporation
NKE / NIKE, Inc.
WEC / WEC Energy Group, Inc.
AVGO / Broadcom Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
WM / Waste Management, Inc.
TPH / Tri Pointe Homes, Inc.
ON / ON Semiconductor Corporation
NJR / New Jersey Resources Corporation
DHI / D.R. Horton, Inc.
PNRG / PrimeEnergy Resources Corporation
HIX / Western Asset High Income Fund II Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VEEV / Veeva Systems Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
BHVN / Biohaven Ltd.
FBTC / Fidelity Wise Origin Bitcoin Fund
ADSK / Autodesk, Inc.
ISRG / Intuitive Surgical, Inc.
HON / Honeywell International Inc.
HCA / HCA Healthcare, Inc.
TWLO / Twilio Inc.
VTRS / Viatris Inc.
QQQ / Invesco QQQ Trust, Series 1
CNX / CNX Resources Corporation
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
CF / CF Industries Holdings, Inc.
XOM / Exxon Mobil Corporation
CVS / CVS Health Corporation
LLY / Eli Lilly and Company
ESPR / Esperion Therapeutics, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
MSI / Motorola Solutions, Inc.
ITW / Illinois Tool Works Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CME / CME Group Inc.
ZS / Zscaler, Inc.
TSN / Tyson Foods, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PEG / Public Service Enterprise Group Incorporated
GLT / Glatfelter Corporation
GPRO / GoPro, Inc.
LRCX / Lam Research Corporation
CRON / Cronos Group Inc.
AVNS / Avanos Medical, Inc.
MELI / MercadoLibre, Inc.
XYL / Xylem Inc.
RTX / RTX Corporation
MLM / Martin Marietta Materials, Inc.
AQB / AquaBounty Technologies, Inc.
BTC / Grayscale Bitcoin Mini Trust
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
TRU / TransUnion
PATH / UiPath Inc.
VICI / VICI Properties Inc.
ASIX / AdvanSix Inc.
MU / Micron Technology, Inc.
ADBE / Adobe Inc.
NYCB / Flagstar Financial, Inc.
BGS / B&G Foods, Inc.
AMAT / Applied Materials, Inc.
PM / Philip Morris International Inc.
EQR / Equity Residential
ICLN / iShares Trust - iShares Global Clean Energy ETF
UHS / Universal Health Services, Inc.
PRU / Prudential Financial, Inc.
GILD / Gilead Sciences, Inc.
CCI / Crown Castle Inc.
AWR / American States Water Company
PSX / Phillips 66
INTC / Intel Corporation
MRNA / Moderna, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MRVL / Marvell Technology, Inc.
BA / The Boeing Company
GEV / GE Vernova Inc.
BAC / Bank of America Corporation
VZ / Verizon Communications Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VAC / Marriott Vacations Worldwide Corporation
WASH / Washington Trust Bancorp, Inc.
XYZ / Block, Inc.
PFE / Pfizer Inc.
OGN / Organon & Co.
DOW / Dow Inc.
SGMO / Sangamo Therapeutics, Inc.
ULTA / Ulta Beauty, Inc.
NEE / NextEra Energy, Inc.
MO / Altria Group, Inc.
TMUS / T-Mobile US, Inc.
ICE / Intercontinental Exchange, Inc.
VST / Vistra Corp.
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
PKG / Packaging Corporation of America
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AZZ / AZZ Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
GAMR / Amplify ETF Trust - Amplify Video Game Leaders ETF
CL / Colgate-Palmolive Company
FDX / FedEx Corporation
TNL / Travel + Leisure Co.
ADP / Automatic Data Processing, Inc.
NVRI / Enviri Corporation
EMR / Emerson Electric Co.
IWM / iShares Trust - iShares Russell 2000 ETF
OMC / Omnicom Group Inc.
MUSA / Murphy USA Inc.
EW / Edwards Lifesciences Corporation
WAB / Westinghouse Air Brake Technologies Corporation
AMZN / Amazon.com, Inc.
GEN / Gen Digital Inc.
V / Visa Inc.
GRAL / GRAIL, Inc.
WBA / Walgreens Boots Alliance, Inc.
TMC / TMC the metals company Inc.
WHR / Whirlpool Corporation
LNG / Cheniere Energy, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
OTIS / Otis Worldwide Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
PG / The Procter & Gamble Company
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SOLV / Solventum Corporation
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
DD / DuPont de Nemours, Inc.
AMGN / Amgen Inc.
SCHW / The Charles Schwab Corporation
RMD / ResMed Inc.
COIN / Coinbase Global, Inc.
ACAD / ACADIA Pharmaceuticals Inc.
NOC / Northrop Grumman Corporation
BLK / BlackRock, Inc.
INTU / Intuit Inc.
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
TFC / Truist Financial Corporation
WMT / Walmart Inc.
NSC / Norfolk Southern Corporation
BPOP / Popular, Inc.
ETN / Eaton Corporation plc
BCE / BCE Inc.
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
KMI / Kinder Morgan, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
TPR / Tapestry, Inc.
CBU / Community Financial System, Inc.
BK / The Bank of New York Mellon Corporation
MMM / 3M Company
MCHP / Microchip Technology Incorporated
BHF / Brighthouse Financial, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
RVT / Royce Small-Cap Trust, Inc.
NMT / Nuveen Massachusetts Quality Municipal Income Fund
GPC / Genuine Parts Company
RMR / The RMR Group Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VLTO / Veralto Corporation
GOGL / Golden Ocean Group Limited
GSK / GSK plc - Depositary Receipt (Common Stock)
HRL / Hormel Foods Corporation
GLD / SPDR Gold Trust
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
CLX / The Clorox Company
WU / The Western Union Company
RIVN / Rivian Automotive, Inc.
TRV / The Travelers Companies, Inc.
BDX / Becton, Dickinson and Company
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
TD / The Toronto-Dominion Bank
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
IDV / iShares Trust - iShares International Select Dividend ETF
A / Agilent Technologies, Inc.
AWK / American Water Works Company, Inc.
LYB / LyondellBasell Industries N.V.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
PYPL / PayPal Holdings, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SO / The Southern Company
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
DRLL / EA Series Trust - Strive U.S. Energy ETF
SPR / Spirit AeroSystems Holdings, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
TSLA / Tesla, Inc.
DPZ / Domino's Pizza, Inc.
ABBV / AbbVie Inc.
ABT / Abbott Laboratories
CRM / Salesforce, Inc.
TROW / T. Rowe Price Group, Inc.
RYN / Rayonier Inc.
WBD / Warner Bros. Discovery, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
USPH / U.S. Physical Therapy, Inc.
THO / THOR Industries, Inc.
ALC / Alcon Inc.
WDAY / Workday, Inc.
ARCC / Ares Capital Corporation
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
HSY / The Hershey Company
FNF / Fidelity National Financial, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
UNH / UnitedHealth Group Incorporated
IVW / iShares Trust - iShares S&P 500 Growth ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
DINT / Davis Fundamental ETF Trust - Davis Select International ETF
SPG / Simon Property Group, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
CGC / Canopy Growth Corporation
PPT / Putnam Premier Income Trust
ES / Eversource Energy
AN / AutoNation, Inc.
DFS / Discover Financial Services
MDT / Medtronic plc
RF / Regions Financial Corporation
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
MA / Mastercard Incorporated
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
CC / The Chemours Company
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
ROKU / Roku, Inc.
CTVA / Corteva, Inc.
KD / Kyndryl Holdings, Inc.
NLOP / Net Lease Office Properties
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
ORLY / O'Reilly Automotive, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
PNW / Pinnacle West Capital Corporation
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
HTGC / Hercules Capital, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
KOP / Koppers Holdings Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
BERY / Berry Global Group, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
WCBR / WisdomTree Trust - WisdomTree Cybersecurity Fund
AVY / Avery Dennison Corporation
CNP / CenterPoint Energy, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
IEZ / iShares Trust - iShares U.S. Oil Equipment & Services ETF
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
HDV / iShares Trust - iShares Core High Dividend ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)