Market Value5,925,062,039
Total Holdings770
File Date2025-02-18
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)
GOOG / Alphabet Inc.
C / Citigroup Inc. - Corporate Bond/Note
RGLD / Royal Gold, Inc.
MARA / MARA Holdings, Inc.
SASR / Sandy Spring Bancorp, Inc.
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
EQT / EQT Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
ITT / ITT Inc.
BIIB / Biogen Inc.
SO / The Southern Company
VRT / Vertiv Holdings Co
DIA / SPDR Dow Jones Industrial Average ETF Trust
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
TTEK / Tetra Tech, Inc.
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
NTRA / Natera, Inc.
DTE / DTE Energy Company
VGM / Invesco Trust for Investment Grade Municipals
SVC / Service Properties Trust
CGGR / Capital Group Growth ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
NTAP / NetApp, Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
ACGL / Arch Capital Group Ltd.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
EQR / Equity Residential
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
VRSN / VeriSign, Inc.
TOL / Toll Brothers, Inc.
FLS / Flowserve Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
DUOL / Duolingo, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
CNP / CenterPoint Energy, Inc.
GE / General Electric Company
LNKB / LINKBANCORP, Inc.
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
BRK.B / Berkshire Hathaway Inc.
LNT / Alliant Energy Corporation
GLW / Corning Incorporated
PEG / Public Service Enterprise Group Incorporated
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
SHYM / BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF
DIV / Global X Funds - Global X SuperDividend U.S. ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
PSX / Phillips 66
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
AN / AutoNation, Inc.
STE / STERIS plc
CVS / CVS Health Corporation
PATH / UiPath Inc.
CAH / Cardinal Health, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
BK / The Bank of New York Mellon Corporation
PSEC / Prospect Capital Corporation
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF
FDX / FedEx Corporation
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
FIS / Fidelity National Information Services, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VTRS / Viatris Inc.
EQX / Equinox Gold Corp.
TXN / Texas Instruments Incorporated
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
ARKB / ARK 21Shares Bitcoin ETF
MA / Mastercard Incorporated
PNI / PIMCO New York Municipal Income Fund II
EPR / EPR Properties
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
FE / FirstEnergy Corp.
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
MTB / M&T Bank Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
ANET / Arista Networks Inc
CTAS / Cintas Corporation
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IBRX / ImmunityBio, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
VTR / Ventas, Inc.
PSLV / Sprott Physical Silver Trust
MPW / Medical Properties Trust, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
RY / Royal Bank of Canada
PYPL / PayPal Holdings, Inc.
IBIT / iShares Bitcoin Trust ETF
CL / Colgate-Palmolive Company
SOXX / iShares Trust - iShares Semiconductor ETF
LYB / LyondellBasell Industries N.V.
WOOF / Petco Health and Wellness Company, Inc.
ADI / Analog Devices, Inc.
BLK / BlackRock, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
QQMG / Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
ABNB / Airbnb, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
ADP / Automatic Data Processing, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
O / Realty Income Corporation
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
DHI / D.R. Horton, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
WELL / Welltower Inc.
PG / The Procter & Gamble Company
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
MRK / Merck & Co., Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
KEY / KeyCorp
AMAT / Applied Materials, Inc.
GILD / Gilead Sciences, Inc.
RMD / ResMed Inc.
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
MBB / iShares Trust - iShares MBS ETF
USB / U.S. Bancorp
CP / Canadian Pacific Kansas City Limited
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
WPC / W. P. Carey Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
VLO / Valero Energy Corporation
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
PLD / Prologis, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
IVZ / Invesco Ltd.
PAC / Grupo Aeroportuario del Pacífico, S.A.B. de C.V. - Depositary Receipt (Common Stock)
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
ACN / Accenture plc
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
BSX / Boston Scientific Corporation
KNF / Knife River Corporation
RAVE / Rave Restaurant Group, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
ICE / Intercontinental Exchange, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IWB / iShares Trust - iShares Russell 1000 ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
CARR / Carrier Global Corporation
TT / Trane Technologies plc
ADT / ADT Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
D / Dominion Energy, Inc.
APP / AppLovin Corporation
WAB / Westinghouse Air Brake Technologies Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
WAT / Waters Corporation
CLX / The Clorox Company
HPE / Hewlett Packard Enterprise Company
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
ED / Consolidated Edison, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
DELL / Dell Technologies Inc.
SPG / Simon Property Group, Inc.
AIG / American International Group, Inc.
MDLZ / Mondelez International, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
JCI / Johnson Controls International plc
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ZM / Zoom Communications Inc.
MO / Altria Group, Inc.
IGBH / iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF
CMG / Chipotle Mexican Grill, Inc.
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ORI / Old Republic International Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
PAI / Western Asset Investment Grade Income Fund Inc.
SWK / Stanley Black & Decker, Inc.
CEF / Sprott Physical Gold and Silver Trust
TGT / Target Corporation
DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF
BX / Blackstone Inc.
UAL / United Airlines Holdings, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
COF / Capital One Financial Corporation
TMO / Thermo Fisher Scientific Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
LDI / loanDepot, Inc.
BBY / Best Buy Co., Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
EXC / Exelon Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
ACWI / iShares Trust - iShares MSCI ACWI ETF
RCL / Royal Caribbean Cruises Ltd.
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
AXS / AXIS Capital Holdings Limited
URI / United Rentals, Inc.
AEP / American Electric Power Company, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
NUV / Nuveen Municipal Value Fund, Inc.
ALL / The Allstate Corporation
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
BBLU / EA Series Trust - EA Bridgeway Blue Chip ETF
ENB / Enbridge Inc.
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
MKC / McCormick & Company, Incorporated
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF
SHOP / Shopify Inc.
ELV / Elevance Health, Inc.
RSG / Republic Services, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
AVSF / American Century ETF Trust - Avantis Short-Term Fixed Income ETF
CAT / Caterpillar Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
CMC / Commercial Metals Company
NFLX / Netflix, Inc.
FRT / Federal Realty Investment Trust
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
PII / Polaris Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
ABBV / AbbVie Inc.
UNH / UnitedHealth Group Incorporated
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
UPS / United Parcel Service, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
CVLC / Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
CVX / Chevron Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IYW / iShares Trust - iShares U.S. Technology ETF
LNG / Cheniere Energy, Inc.
HYBB / iShares Trust - iShares BB Rated Corporate Bond ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
AME / AMETEK, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
MCK / McKesson Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
GPC / Genuine Parts Company
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
ALNY / Alnylam Pharmaceuticals, Inc.
MCHP / Microchip Technology Incorporated
RZV / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Value ETF
NBHC / National Bank Holdings Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
CRS / Carpenter Technology Corporation
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
NFG / National Fuel Gas Company
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
NSC / Norfolk Southern Corporation
REET / iShares Trust - iShares Global REIT ETF
ENFR / ALPS ETF Trust - Alerian Energy Infrastructure ETF
WM / Waste Management, Inc.
WPM / Wheaton Precious Metals Corp.
INTF / iShares Trust - iShares International Equity Factor ETF
HL / Hecla Mining Company
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MUB / iShares Trust - iShares National Muni Bond ETF
RHI / Robert Half Inc.
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
EFA / iShares Trust - iShares MSCI EAFE ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
RTX / RTX Corporation
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
KMX / CarMax, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
FTNT / Fortinet, Inc.
UNP / Union Pacific Corporation
NHI / National Health Investors, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
STLD / Steel Dynamics, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
ARKK / ARK ETF Trust - ARK Innovation ETF
HOOD / Robinhood Markets, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DRI / Darden Restaurants, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
URTH / iShares, Inc. - iShares MSCI World ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
WFC / Wells Fargo & Company
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
FSK / FS KKR Capital Corp.
EFSC / Enterprise Financial Services Corp
MINN / Trust for Professional Managers - Mairs & Power Minnesota Municipal Bond ETF
EME / EMCOR Group, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AVRE / American Century ETF Trust - Avantis Real Estate ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MMC / Marsh & McLennan Companies, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
V / Visa Inc.
BKNG / Booking Holdings Inc.
LOW / Lowe's Companies, Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
IT / Gartner, Inc.
BMY / Bristol-Myers Squibb Company
ITW / Illinois Tool Works Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
CFG / Citizens Financial Group, Inc.
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
GBTC / Grayscale Bitcoin Trust (BTC)
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
EW / Edwards Lifesciences Corporation
PYN / PIMCO New York Municipal Income Fund III
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
AMT / American Tower Corporation
YUM / Yum! Brands, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
CEG / Constellation Energy Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
IAU / iShares Gold Trust
AVDE / American Century ETF Trust - Avantis International Equity ETF
LHX / L3Harris Technologies, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
VOTE / TCW ETF Trust - TCW Transform 500 ETF
MDT / Medtronic plc
YUMC / Yum China Holdings, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
PPG / PPG Industries, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
CASY / Casey's General Stores, Inc.
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
ONEV / SPDR Series Trust - SPDR Russell 1000 Low Volatility Focus ETF
COP / ConocoPhillips
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
SEIC / SEI Investments Company
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
LTPZ / PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
IDOG / ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF
COST / Costco Wholesale Corporation
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
GS / The Goldman Sachs Group, Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
HPQ / HP Inc.
TFC / Truist Financial Corporation
ROST / Ross Stores, Inc.
CPK / Chesapeake Utilities Corporation
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
VZ / Verizon Communications Inc.
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
IMKTA / Ingles Markets, Incorporated
CADE / Cadence Bank
VKI / Invesco Advantage Municipal Income Trust II
KMI / Kinder Morgan, Inc.
AZO / AutoZone, Inc.
GLD / SPDR Gold Trust
ABAT / American Battery Technology Company
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
AJG / Arthur J. Gallagher & Co.
WDAY / Workday, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
HIG / The Hartford Insurance Group, Inc.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
ORCL / Oracle Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
SMAR / Smartsheet Inc.
NZF / Nuveen Municipal Credit Income Fund
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VMC / Vulcan Materials Company
F / Ford Motor Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
ODVWZ / Osisko Development Corp. - Equity Warrant
NVDA / NVIDIA Corporation
AAL / American Airlines Group Inc.
JPM / JPMorgan Chase & Co.
OKE / ONEOK, Inc.
PEP / PepsiCo, Inc.
AMZN / Amazon.com, Inc.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
KKR / KKR & Co. Inc.
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
MNKD / MannKind Corporation
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
OZK / Bank OZK
NBB / Nuveen Taxable Municipal Income Fund
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
ZS / Zscaler, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IWV / iShares Trust - iShares Russell 3000 ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
PGR / The Progressive Corporation
TSN / Tyson Foods, Inc.
A / Agilent Technologies, Inc.
RF / Regions Financial Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
CDNS / Cadence Design Systems, Inc.
HUM / Humana Inc.
FI / Fiserv, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
LMT / Lockheed Martin Corporation
BR / Broadridge Financial Solutions, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
VST / Vistra Corp.
NKE / NIKE, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
GEVO / Gevo, Inc.
NOC / Northrop Grumman Corporation
META / Meta Platforms, Inc.
PCAR / PACCAR Inc
MFC / Manulife Financial Corporation
LPLA / LPL Financial Holdings Inc.
AMP / Ameriprise Financial, Inc.
FTI / TechnipFMC plc
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
OEF / iShares Trust - iShares S&P 100 ETF
CMBM / Cambium Networks Corporation
PLTR / Palantir Technologies Inc.
DFS / Discover Financial Services
FULT / Fulton Financial Corporation
ECG / Everus Construction Group, Inc.
KMB / Kimberly-Clark Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
PANW / Palo Alto Networks, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SHW / The Sherwin-Williams Company
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
NU / Nu Holdings Ltd.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
GEV / GE Vernova Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BKR / Baker Hughes Company
HCA / HCA Healthcare, Inc.
LIN / Linde plc
GD / General Dynamics Corporation
IWC / iShares Trust - iShares Micro-Cap ETF
LRCX / Lam Research Corporation
GROY / Gold Royalty Corp.
CSX / CSX Corporation
TMUS / T-Mobile US, Inc.
EMR / Emerson Electric Co.
TSCO / Tractor Supply Company
PNR / Pentair plc
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
WMB / The Williams Companies, Inc.
CSCO / Cisco Systems, Inc.
HON / Honeywell International Inc.
IP / International Paper Company
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CW / Curtiss-Wright Corporation
DUK / Duke Energy Corporation
AMGN / Amgen Inc.
AA / Alcoa Corporation
NOW / ServiceNow, Inc.
SNOW / Snowflake Inc.
TJX / The TJX Companies, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
CMI / Cummins Inc.
AFL / Aflac Incorporated
JNJ / Johnson & Johnson
FYT / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Value AlphaDEX Fund
XYL / Xylem Inc.
T / AT&T Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
CME / CME Group Inc.
WRB / W. R. Berkley Corporation
DCI / Donaldson Company, Inc.
SYY / Sysco Corporation
FCX / Freeport-McMoRan Inc.
PTMC / Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
EOG / EOG Resources, Inc.
MET / MetLife, Inc.
ATI / ATI Inc.
MU / Micron Technology, Inc.
PNC / The PNC Financial Services Group, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
GOLD / Barrick Mining Corporation
MMM / 3M Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
CAMT / Camtek Ltd.
CRM / Salesforce, Inc.
GPN / Global Payments Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CMA / Comerica Incorporated
NAD / Nuveen Quality Municipal Income Fund
OGS / ONE Gas, Inc.
LRCX / Lam Research Corporation
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
PHM / PulteGroup, Inc.
HUBB / Hubbell Incorporated
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
OTTR / Otter Tail Corporation
KIM / Kimco Realty Corporation
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
SWN / Southwestern Energy Company
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
CPT / Camden Property Trust
MRO / Marathon Oil Corporation
MOGA / Moog, Inc. - Class A
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
CION / CION Investment Corporation
ROOF / New York Life Investments ETF Trust - NYLI CBRE NextGen Real Estate ETF
LEN / Lennar Corporation
GWW / W.W. Grainger, Inc.
PBYI / Puma Biotechnology, Inc.
SQ / Block, Inc.
TTC / The Toro Company
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
NDAQ / Nasdaq, Inc.
EIX / Edison International
MKL / Markel Group Inc.
MTD / Mettler-Toledo International Inc.
WING / Wingstop Inc.
CACI / CACI International Inc
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
WLK / Westlake Corporation
MNOV / MediciNova, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
ATO / Atmos Energy Corporation
COLB / Columbia Banking System, Inc.
HEI / HEICO Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
DGX / Quest Diagnostics Incorporated
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
DECK / Deckers Outdoor Corporation
NIM / Nuveen Select Maturities Municipal Fund
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
APPF / AppFolio, Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
AVB / AvalonBay Communities, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
NLY / Annaly Capital Management, Inc.
DOV / Dover Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SNPS / Synopsys, Inc.
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
TKO / TKO Group Holdings, Inc.
ROSC / Lattice Strategies Trust - Hartford Multifactor Small Cap ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
HTLF / Heartland Financial USA, Inc.
WEC / WEC Energy Group, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
KR / The Kroger Co.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
FICO / Fair Isaac Corporation
INDA / iShares Trust - iShares MSCI India ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
AAPL / Apple Inc.
KHC / The Kraft Heinz Company
MSI / Motorola Solutions, Inc.
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
AVGO / Broadcom Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
UBER / Uber Technologies, Inc.
HII / Huntington Ingalls Industries, Inc.
BLDR / Builders FirstSource, Inc.
KDP / Keurig Dr Pepper Inc.
DAL / Delta Air Lines, Inc.
UNM / Unum Group
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DVY / iShares Trust - iShares Select Dividend ETF
AWK / American Water Works Company, Inc.
EBAY / eBay Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
CFFN / Capitol Federal Financial, Inc.
OXY / Occidental Petroleum Corporation
AEE / Ameren Corporation
SPGI / S&P Global Inc.
CRWD / CrowdStrike Holdings, Inc.
ZION / Zions Bancorporation, National Association
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
CGDV / Capital Group Dividend Value ETF
SPY / SPDR S&P 500 ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
HES / Hess Corporation
MTZ / MasTec, Inc.
PFE / Pfizer Inc.
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
WEN / The Wendy's Company
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
SLV / iShares Silver Trust
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
LDOS / Leidos Holdings, Inc.
CCL / Carnival Corporation & plc
QCOM / QUALCOMM Incorporated
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
MLI / Mueller Industries, Inc.
DE / Deere & Company
TEL / TE Connectivity plc
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
DD / DuPont de Nemours, Inc.
PSA / Public Storage
BN / Brookfield Corporation
CRBU / Caribou Biosciences, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
UROY / Uranium Royalty Corp.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
TYL / Tyler Technologies, Inc.
XEL / Xcel Energy Inc.
HBAN / Huntington Bancshares Incorporated
RYAN / Ryan Specialty Holdings, Inc.
FTXP / Foothills Exploration, Inc.
CAG / Conagra Brands, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VFMV / Vanguard Wellington Fund - Vanguard U.S. Minimum Volatility ETF
ATMP / iPath Select MLP ETN
CHD / Church & Dwight Co., Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
DTM / DT Midstream, Inc.
MEDP / Medpace Holdings, Inc.
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
KO / The Coca-Cola Company
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
OVV / Ovintiv Inc.
SOFI / SoFi Technologies, Inc.
CMCSA / Comcast Corporation
CI / The Cigna Group
MELI / MercadoLibre, Inc.
CB / Chubb Limited
INTU / Intuit Inc.
SYK / Stryker Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
HWM / Howmet Aerospace Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
CNC / Centene Corporation
MCD / McDonald's Corporation
ADM / Archer-Daniels-Midland Company
CF / CF Industries Holdings, Inc.
FANG / Diamondback Energy, Inc.
BDX / Becton, Dickinson and Company
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
GRMN / Garmin Ltd.
ISRG / Intuitive Surgical, Inc.
RIG / Transocean Ltd.
BBWI / Bath & Body Works, Inc.
TRV / The Travelers Companies, Inc.
SUI / Sun Communities, Inc.
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
PFG / Principal Financial Group, Inc.
DHR / Danaher Corporation
ODFL / Old Dominion Freight Line, Inc.
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
EVRG / Evergy, Inc.
AGNC / AGNC Investment Corp.
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
HDV / iShares Trust - iShares Core High Dividend ETF
CINF / Cincinnati Financial Corporation
NUE / Nucor Corporation
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
RBLX / Roblox Corporation
MPC / Marathon Petroleum Corporation
ROK / Rockwell Automation, Inc.
AON / Aon plc
DLR / Digital Realty Trust, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
ECL / Ecolab Inc.
NEE / NextEra Energy, Inc.
IBKR / Interactive Brokers Group, Inc.
DVN / Devon Energy Corporation
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
MBWM / Mercantile Bank Corporation
PRU / Prudential Financial, Inc.
ABT / Abbott Laboratories
ETN / Eaton Corporation plc
ADBE / Adobe Inc.
ODV / Osisko Development Corp.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
NVS / Novartis AG - Depositary Receipt (Common Stock)
HD / The Home Depot, Inc.
ZTS / Zoetis Inc.
MGRM / Monogram Technologies Inc.
WIT / Wipro Limited - Depositary Receipt (Common Stock)
MDU / MDU Resources Group, Inc.
SNA / Snap-on Incorporated
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TPR / Tapestry, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MRVL / Marvell Technology, Inc.
BAC / Bank of America Corporation
INTC / Intel Corporation
RIVN / Rivian Automotive, Inc.
NEM / Newmont Corporation
AXP / American Express Company
PAYX / Paychex, Inc.
PDI / PIMCO Dynamic Income Fund
IVE / iShares Trust - iShares S&P 500 Value ETF
VRTX / Vertex Pharmaceuticals Incorporated
ACA / Arcosa, Inc.
EMN / Eastman Chemical Company
TTD / The Trade Desk, Inc.
GEHC / GE HealthCare Technologies Inc.
TRU / TransUnion
DOW / Dow Inc.
SBUX / Starbucks Corporation
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
FAST / Fastenal Company
WBD / Warner Bros. Discovery, Inc.
MS / Morgan Stanley
FTV / Fortive Corporation
DNN / Denison Mines Corp.
IBB / iShares Trust - iShares Biotechnology ETF
HSY / The Hershey Company
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
HEIA / Heico Corp. - Class A
NCLH / Norwegian Cruise Line Holdings Ltd.
K / Kellanova
ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF
CVNA / Carvana Co.
GIS / General Mills, Inc.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
COOK / Traeger, Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
BRBR / BellRing Brands, Inc.
SRE / Sempra
PH / Parker-Hannifin Corporation
TER / Teradyne, Inc.
CTVA / Corteva, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
NXPI / NXP Semiconductors N.V.
REGN / Regeneron Pharmaceuticals, Inc.
C.WSA / Citigroup, Inc.
ETR / Entergy Corporation
TYG / Tortoise Energy Infrastructure Corporation
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
DVA / DaVita Inc.
SOLV / Solventum Corporation
FIX / Comfort Systems USA, Inc.
DOC / Healthpeak Properties, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
SNY / Sanofi - Depositary Receipt (Common Stock)
IEV / iShares Trust - iShares Europe ETF
OTIS / Otis Worldwide Corporation
APO / Apollo Global Management, Inc.
MAR / Marriott International, Inc.
QQQ / Invesco QQQ Trust, Series 1
DC / Dakota Gold Corp.
ET / Energy Transfer LP - Limited Partnership
PECO / Phillips Edison & Company, Inc.
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
CPRT / Copart, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
IBM / International Business Machines Corporation
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
EXE / Expand Energy Corporation
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
MPWR / Monolithic Power Systems, Inc.
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
GOOGL / Alphabet Inc.
XOM / Exxon Mobil Corporation
EXPE / Expedia Group, Inc.
DIS / The Walt Disney Company
SCHW / The Charles Schwab Corporation
PM / Philip Morris International Inc.
WMT / Walmart Inc.
GM / General Motors Company
LLY / Eli Lilly and Company
MSFT / Microsoft Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BRK.A / Berkshire Hathaway Inc.
IAPR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - April
LFEQ / VanEck ETF Trust - VanEck Long/Flat Trend ETF
BA / The Boeing Company
JEF / Jefferies Financial Group Inc.
USFD / US Foods Holding Corp.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund