Market Value2,364,361,189
Total Holdings697
File Date2024-04-30
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)
MET / MetLife, Inc.
UBSI / United Bankshares, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
IAU / iShares Gold Trust
NS / NuStar Energy L.P. - Limited Partnership
BSX / Boston Scientific Corporation
EFX / Equifax Inc.
SOFI / SoFi Technologies, Inc.
IDXX / IDEXX Laboratories, Inc.
DOX / Amdocs Limited
WST / West Pharmaceutical Services, Inc.
HD / The Home Depot, Inc.
SPGI / S&P Global Inc.
MA / Mastercard Incorporated
MNST / Monster Beverage Corporation
VRTX / Vertex Pharmaceuticals Incorporated
CMCSA / Comcast Corporation
CHH / Choice Hotels International, Inc.
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF
INDA / iShares Trust - iShares MSCI India ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
NKE / NIKE, Inc.
SAMG / Silvercrest Asset Management Group Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
WBND / Legg Mason ETF Investment Trust - Western Asset Total Return ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
HCA / HCA Healthcare, Inc.
WBD / Warner Bros. Discovery, Inc.
TOWN / TowneBank
LOGI / Logitech International S.A.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
T / AT&T Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
TXN / Texas Instruments Incorporated
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
HON / Honeywell International Inc.
DD / DuPont de Nemours, Inc.
CVS / CVS Health Corporation
IRM / Iron Mountain Incorporated
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
C.WSA / Citigroup, Inc.
CRWD / CrowdStrike Holdings, Inc.
DFS / Discover Financial Services
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PEP / PepsiCo, Inc.
NEE / NextEra Energy, Inc.
/ ISHARES 20+ BUYW
FMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
QJUN / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - June
KAPR / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April
TKR / The Timken Company
TIP / iShares Trust - iShares TIPS Bond ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
EL / The Estée Lauder Companies Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
SEDG / SolarEdge Technologies, Inc.
HLNE / Hamilton Lane Incorporated
GLOB / Globant S.A.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
MYMD / MyMD Pharmaceuticals, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note
CPRI / Capri Holdings Limited
CBAY / CymaBay Therapeutics, Inc.
0HRJ / CSX Corporation
ON / ON Semiconductor Corporation
FTHY / First Trust High Yield Opportunities 2027 Term Fund
INTU / Intuit Inc.
IQV / IQVIA Holdings Inc.
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
AAP / Advance Auto Parts, Inc.
BIPC / Brookfield Infrastructure Corporation
KJUL / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - July
FUN / Six Flags Entertainment Corporation
AMNB / American National Bankshares Inc.
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
NKLA / Nikola Corporation
GOOG / Alphabet Inc.
DLTR / Dollar Tree, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
MKC / McCormick & Company, Incorporated
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MSCI / MSCI Inc.
IT / Gartner, Inc.
GD / General Dynamics Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
GBDC / Golub Capital BDC, Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
OKE / ONEOK, Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
BRK.A / Berkshire Hathaway Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
CME / CME Group Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
IFF / International Flavors & Fragrances Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
LLY / Eli Lilly and Company
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
CUBE / CubeSmart
VFH / Vanguard World Fund - Vanguard Financials ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
CGDG / Capital Group Dividend Growers ETF
DFP / Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
PM / Philip Morris International Inc.
AMAT / Applied Materials, Inc.
ECL / Ecolab Inc.
AMZN / Amazon.com, Inc.
OCTD / Innovator ETFs Trust - Innovator Premium Income 10 Barrier ETF - October
MSFT / Microsoft Corporation
ED / Consolidated Edison, Inc.
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
AMD / Advanced Micro Devices, Inc.
SIMS / SPDR Series Trust - SPDR S&P Kensho Intelligent Structures ETF
NPV / Nuveen Virginia Quality Municipal Income Fund
OGN / Organon & Co.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
AAPL / Apple Inc.
GILD / Gilead Sciences, Inc.
NUV / Nuveen Municipal Value Fund, Inc.
UDR / UDR, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
DVY / iShares Trust - iShares Select Dividend ETF
GPIX / Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Premium Income ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
RBCAA / Republic Bancorp, Inc.
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
NSC / Norfolk Southern Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
FTRE / Fortrea Holdings Inc.
XJAN / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
FERG / Ferguson Enterprises Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
DSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - September
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DOW / Dow Inc.
LULU / lululemon athletica inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
KJAN / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
QTOC / Innovator ETFs Trust - Innovator Growth Accelerated Plus ETF - October
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
BGT / BlackRock Floating Rate Income Trust
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
XMAR / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
CGXU / Capital Group International Focus Equity ETF
UTZ / Utz Brands, Inc.
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
TACK / Capitol Series Trust - Fairlead Tactical Sector ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
CGGR / Capital Group Growth ETF
MIN / MFS Intermediate Income Trust
GJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
JPC / Nuveen Preferred & Income Opportunities Fund
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SIRI / Sirius XM Holdings Inc.
SMMD / iShares Trust - iShares Russell 2500 ETF
NML / Neuberger Berman Energy Infrastructure and Income Fund Inc.
TEAM / Atlassian Corporation
LRCX / Lam Research Corporation
USMC / Principal Exchange-Traded Funds - Principal U.S. Mega-Cap ETF
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
PGEN / Precigen, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
HBNC / Horizon Bancorp, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
TSI / TCW Strategic Income Fund, Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
USA / Liberty All-Star Equity Fund
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
WSC / WillScot Holdings Corporation
JFR / Nuveen Floating Rate Income Fund
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
OLED / Universal Display Corporation
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
NU / Nu Holdings Ltd.
CGUS / Capital Group Core Equity ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
FCNCA / First Citizens BancShares, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
PWR / Quanta Services, Inc.
AGM / Federal Agricultural Mortgage Corporation
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF
MMU / Western Asset Managed Municipals Fund Inc.
QDEC / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - December
LUV / Southwest Airlines Co.
CGDV / Capital Group Dividend Value ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
PXD / Pioneer Natural Resources Company
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
RGCO / RGC Resources, Inc.
LIND / Lindblad Expeditions Holdings, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
NYCB / Flagstar Financial, Inc.
LH / Labcorp Holdings Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
NVT / nVent Electric plc
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
FCX / Freeport-McMoRan Inc.
AMP / Ameriprise Financial, Inc.
XEL / Xcel Energy Inc.
TRV / The Travelers Companies, Inc.
THG / The Hanover Insurance Group, Inc.
MMM / 3M Company
CGGO / Capital Group Global Growth Equity ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
F / Ford Motor Company
VALE / Vale S.A. - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
IBM / International Business Machines Corporation
SCHW / The Charles Schwab Corporation
HUM / Humana Inc.
SLB / Schlumberger Limited
DPZ / Domino's Pizza, Inc.
NXPI / NXP Semiconductors N.V.
FIS / Fidelity National Information Services, Inc.
APH / Amphenol Corporation
GM / General Motors Company
DVN / Devon Energy Corporation
GIB / CGI Inc.
MPC / Marathon Petroleum Corporation
SHV / iShares Trust - iShares Short Treasury Bond ETF
CNQ / Canadian Natural Resources Limited
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
CP / Canadian Pacific Kansas City Limited
BKNG / Booking Holdings Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
TJX / The TJX Companies, Inc.
MPW / Medical Properties Trust, Inc.
KMX / CarMax, Inc.
APO / Apollo Global Management, Inc.
CAT / Caterpillar Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
CASY / Casey's General Stores, Inc.
BX / Blackstone Inc.
TGNA / TEGNA Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IGE / iShares Trust - iShares North American Natural Resources ETF
INOD / Innodata Inc.
NUE / Nucor Corporation
UPS / United Parcel Service, Inc.
TEL / TE Connectivity plc
HES / Hess Corporation
AJG / Arthur J. Gallagher & Co.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
WBA / Walgreens Boots Alliance, Inc.
DHR / Danaher Corporation
TSCO / Tractor Supply Company
LEN / Lennar Corporation
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
BA / The Boeing Company
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
CEG / Constellation Energy Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SBUX / Starbucks Corporation
ADP / Automatic Data Processing, Inc.
EMR / Emerson Electric Co.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
LHX / L3Harris Technologies, Inc.
CRH / CRH plc
STE / STERIS plc
NVDA / NVIDIA Corporation
HALO / Halozyme Therapeutics, Inc.
BAH / Booz Allen Hamilton Holding Corporation
ABT / Abbott Laboratories
PFE / Pfizer Inc.
OTIS / Otis Worldwide Corporation
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
COF / Capital One Financial Corporation
CSCO / Cisco Systems, Inc.
POOL / Pool Corporation
PNR / Pentair plc
BK / The Bank of New York Mellon Corporation
INMD / InMode Ltd.
SRE / Sempra
MLI / Mueller Industries, Inc.
ELV / Elevance Health, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
IWV / iShares Trust - iShares Russell 3000 ETF
CVX / Chevron Corporation
COST / Costco Wholesale Corporation
COR / Cencora, Inc.
URI / United Rentals, Inc.
APD / Air Products and Chemicals, Inc.
BIIB / Biogen Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
OXY / Occidental Petroleum Corporation
GLD / SPDR Gold Trust
V / Visa Inc.
RCL / Royal Caribbean Cruises Ltd.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MPWR / Monolithic Power Systems, Inc.
VMC / Vulcan Materials Company
GIS / General Mills, Inc.
FRSH / Freshworks Inc.
SHW / The Sherwin-Williams Company
QSR / Restaurant Brands International Inc.
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
RPM / RPM International Inc.
MSM / MSC Industrial Direct Co., Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CHD / Church & Dwight Co., Inc.
QQQ / Invesco QQQ Trust, Series 1
ENSG / The Ensign Group, Inc.
EG / Everest Group, Ltd.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
CL / Colgate-Palmolive Company
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
HII / Huntington Ingalls Industries, Inc.
WSM / Williams-Sonoma, Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
LOW / Lowe's Companies, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
NOC / Northrop Grumman Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ACN / Accenture plc
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
WAB / Westinghouse Air Brake Technologies Corporation
WSO / Watsco, Inc.
EOG / EOG Resources, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
CSL / Carlisle Companies Incorporated
KR / The Kroger Co.
ALL / The Allstate Corporation
MDLZ / Mondelez International, Inc.
BMY / Bristol-Myers Squibb Company
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
KMI / Kinder Morgan, Inc.
FANG / Diamondback Energy, Inc.
CFG / Citizens Financial Group, Inc.
ADI / Analog Devices, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
GWW / W.W. Grainger, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
STZ / Constellation Brands, Inc.
MSI / Motorola Solutions, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
KVUE / Kenvue Inc.
CDW / CDW Corporation
JBHT / J.B. Hunt Transport Services, Inc.
BR / Broadridge Financial Solutions, Inc.
AWK / American Water Works Company, Inc.
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
AMT / American Tower Corporation
JNJ / Johnson & Johnson
FI / Fiserv, Inc.
AON / Aon plc
CBOE / Cboe Global Markets, Inc.
CFR / Cullen/Frost Bankers, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ULTA / Ulta Beauty, Inc.
AIG / American International Group, Inc.
BN / Brookfield Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
ITW / Illinois Tool Works Inc.
NDAQ / Nasdaq, Inc.
KNSL / Kinsale Capital Group, Inc.
CWEN / Clearway Energy, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
FITB / Fifth Third Bancorp
ENB / Enbridge Inc.
ACGL / Arch Capital Group Ltd.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ZBH / Zimmer Biomet Holdings, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
LIN / Linde plc
SPY / SPDR S&P 500 ETF
PPG / PPG Industries, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
LNG / Cheniere Energy, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
PNFP / Pinnacle Financial Partners, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MEDP / Medpace Holdings, Inc.
TTD / The Trade Desk, Inc.
EQIX / Equinix, Inc.
HPQ / HP Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
GPC / Genuine Parts Company
CNOB / ConnectOne Bancorp, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
AUB / Atlantic Union Bankshares Corporation
DRI / Darden Restaurants, Inc.
AFL / Aflac Incorporated
RY / Royal Bank of Canada
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
BRK.B / Berkshire Hathaway Inc.
PLD / Prologis, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
ANET / Arista Networks Inc
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
AVY / Avery Dennison Corporation
IP / International Paper Company
ROST / Ross Stores, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HBAN / Huntington Bancshares Incorporated
HSY / The Hershey Company
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
UNH / UnitedHealth Group Incorporated
CTAS / Cintas Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ATO / Atmos Energy Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
VZ / Verizon Communications Inc.
PG / The Procter & Gamble Company
WMT / Walmart Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
WMB / The Williams Companies, Inc.
TT / Trane Technologies plc
IWB / iShares Trust - iShares Russell 1000 ETF
FHN / First Horizon Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
SNA / Snap-on Incorporated
PKG / Packaging Corporation of America
BKR / Baker Hughes Company
PANW / Palo Alto Networks, Inc.
O / Realty Income Corporation
SYK / Stryker Corporation
LMT / Lockheed Martin Corporation
CHKP / Check Point Software Technologies Ltd.
CAG / Conagra Brands, Inc.
MS / Morgan Stanley
PAYX / Paychex, Inc.
RMD / ResMed Inc.
LECO / Lincoln Electric Holdings, Inc.
CB / Chubb Limited
AMGN / Amgen Inc.
ORCL / Oracle Corporation
RSG / Republic Services, Inc.
ORLY / O'Reilly Automotive, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
EBAY / eBay Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
TMSL / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
ISRG / Intuitive Surgical, Inc.
CCI / Crown Castle Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
TRGP / Targa Resources Corp.
SAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - August
FAST / Fastenal Company
D / Dominion Energy, Inc.
MMC / Marsh & McLennan Companies, Inc.
GE / General Electric Company
UNP / Union Pacific Corporation
ZTS / Zoetis Inc.
ROK / Rockwell Automation, Inc.
CYBR / CyberArk Software Ltd.
GOOGL / Alphabet Inc.
A / Agilent Technologies, Inc.
C / Citigroup Inc. - Corporate Bond/Note
TSLA / Tesla, Inc.
SGU / Star Group, L.P. - Limited Partnership
SNOW / Snowflake Inc.
BFS / Saul Centers, Inc.
MU / Micron Technology, Inc.
ZOM / Zomedica Corp.
SHCR / Sharecare, Inc.
NFLX / Netflix, Inc.
AXP / American Express Company
CNH / CNH Industrial N.V.
BAC / Bank of America Corporation
CMG / Chipotle Mexican Grill, Inc.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
FDX / FedEx Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
MKL / Markel Group Inc.
CRM / Salesforce, Inc.
JPM / JPMorgan Chase & Co.
WPC / W. P. Carey Inc.
CGNX / Cognex Corporation
SLV / iShares Silver Trust
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
CI / The Cigna Group
QCOM / QUALCOMM Incorporated
OEF / iShares Trust - iShares S&P 100 ETF
TOST / Toast, Inc.
TMO / Thermo Fisher Scientific Inc.
PPL / PPL Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
STLD / Steel Dynamics, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
INTC / Intel Corporation
PYPL / PayPal Holdings, Inc.
CLX / The Clorox Company
SNPS / Synopsys, Inc.
MBB / iShares Trust - iShares MBS ETF
ET / Energy Transfer LP - Limited Partnership
DE / Deere & Company
PGR / The Progressive Corporation
MAR / Marriott International, Inc.
GEHC / GE HealthCare Technologies Inc.
LYB / LyondellBasell Industries N.V.
PNC / The PNC Financial Services Group, Inc.
KMB / Kimberly-Clark Corporation
IR / Ingersoll Rand Inc.
BDX / Becton, Dickinson and Company
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
META / Meta Platforms, Inc.
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
RTX / RTX Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VEEV / Veeva Systems Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
ETR / Entergy Corporation
MDT / Medtronic plc
AEP / American Electric Power Company, Inc.
JKHY / Jack Henry & Associates, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
KNTK / Kinetik Holdings Inc.
HAL / Halliburton Company
MRK / Merck & Co., Inc.
ADBE / Adobe Inc.
ABCB / Ameris Bancorp
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
WM / Waste Management, Inc.
CMI / Cummins Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
ETN / Eaton Corporation plc
FNF / Fidelity National Financial, Inc.
USB / U.S. Bancorp
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
GS / The Goldman Sachs Group, Inc.
WCN / Waste Connections, Inc.
KKR / KKR & Co. Inc.
KLAC / KLA Corporation
PSX / Phillips 66
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IWM / iShares Trust - iShares Russell 2000 ETF
MCD / McDonald's Corporation
MCO / Moody's Corporation
YUM / Yum! Brands, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
NVS / Novartis AG - Depositary Receipt (Common Stock)
SWKS / Skyworks Solutions, Inc.
SG / Sweetgreen, Inc.
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
CDNS / Cadence Design Systems, Inc.
WTW / Willis Towers Watson Public Limited Company
K / Kellanova
SYY / Sysco Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ICE / Intercontinental Exchange, Inc.
MPLX / MPLX LP - Limited Partnership
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
FTNT / Fortinet, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
MO / Altria Group, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
XNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - November
LUNA / Luna Innovations Incorporated
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
AKAM / Akamai Technologies, Inc.
VGR / Vector Group Ltd.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
CARR / Carrier Global Corporation
DIS / The Walt Disney Company
BMO / Bank of Montreal
SJM / The J. M. Smucker Company
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
XJUN / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SO / The Southern Company
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
WFC / Wells Fargo & Company
BUFQ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
FTAI / FTAI Aviation Ltd.
XIFR / XPLR Infrastructure, LP - Limited Partnership
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SHOP / Shopify Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
FCBC / First Community Bankshares, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
NDSN / Nordson Corporation
FTV / Fortive Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PH / Parker-Hannifin Corporation
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
PLTR / Palantir Technologies Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
TGT / Target Corporation
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
WES / Western Midstream Partners, LP - Limited Partnership
NBOS / Neuberger Berman ETF Trust - Neuberger Berman Option Strategy ETF
EOD / Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
IHD / Voya Emerging Markets High Dividend Equity Fund
WEC / WEC Energy Group, Inc.
MODL / Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
UBER / Uber Technologies, Inc.
EW / Edwards Lifesciences Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
KO / The Coca-Cola Company
FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
FBIN / Fortune Brands Innovations, Inc.
MELI / MercadoLibre, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
0L9F / Starwood Property Trust, Inc.
XOM / Exxon Mobil Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
CG / The Carlyle Group Inc.
FLR / Fluor Corporation
UVSP / Univest Financial Corporation
AM / Antero Midstream Corporation
DT / Dynatrace, Inc.
PSTG / Pure Storage, Inc.
ARE / Alexandria Real Estate Equities, Inc.
PUTW / WisdomTree Trust - WisdomTree PutWrite Strategy Fund
DOCU / DocuSign, Inc.
DOV / Dover Corporation
AGO / Assured Guaranty Ltd.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
NOW / ServiceNow, Inc.
JCI / Johnson Controls International plc
IBIT / iShares Bitcoin Trust ETF
VNO / Vornado Realty Trust
MIRA / MIRA Pharmaceuticals, Inc.
CTVA / Corteva, Inc.
EUSC / WisdomTree Trust - WisdomTree European Opportunities Fund
HLN / Haleon plc - Depositary Receipt (Common Stock)
ALLE / Allegion plc
COP / ConocoPhillips
TMUS / T-Mobile US, Inc.
DUK / Duke Energy Corporation
TFC / Truist Financial Corporation
PRU / Prudential Financial, Inc.