Market Value1,035,218,761
Total Holdings566
File Date2023-05-08
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)
FMC / FMC Corporation
BCS / Barclays PLC - Depositary Receipt (Common Stock)
AGZ / iShares Trust - iShares Agency Bond ETF
MPW / Medical Properties Trust, Inc.
HBAN / Huntington Bancshares Incorporated
TSLA / Tesla, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
CRM / Salesforce, Inc.
APH / Amphenol Corporation
CNC / Centene Corporation
PEP / PepsiCo, Inc.
LMT / Lockheed Martin Corporation
BRZE / Braze, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
NFLX / Netflix, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
HPE / Hewlett Packard Enterprise Company
ABB / ABB Ltd. - ADR
QCOM / QUALCOMM Incorporated
COP / ConocoPhillips
CF / CF Industries Holdings, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
HON / Honeywell International Inc.
JPM / JPMorgan Chase & Co.
PFE / Pfizer Inc.
BBY / Best Buy Co., Inc.
KHC / The Kraft Heinz Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
OXY / Occidental Petroleum Corporation
CSCO / Cisco Systems, Inc.
MU / Micron Technology, Inc.
DRUG / Bright Minds Biosciences Inc.
SWKS / Skyworks Solutions, Inc.
CPRT / Copart, Inc.
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
WPC / W. P. Carey Inc.
MA / Mastercard Incorporated
NDAQ / Nasdaq, Inc.
CP / Canadian Pacific Kansas City Limited
FDS / FactSet Research Systems Inc.
ADP / Automatic Data Processing, Inc.
PEG / Public Service Enterprise Group Incorporated
RF / Regions Financial Corporation
BDX / Becton, Dickinson and Company
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
USB / U.S. Bancorp
WSO / Watsco, Inc.
LLY / Eli Lilly and Company
ICE / Intercontinental Exchange, Inc.
MO / Altria Group, Inc.
MLM / Martin Marietta Materials, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
IBM / International Business Machines Corporation
QQQ / Invesco QQQ Trust, Series 1
AGL / agilon health, inc.
VRTX / Vertex Pharmaceuticals Incorporated
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
QQQ / Invesco QQQ Trust, Series 1 Put
CARR / Carrier Global Corporation
STLD / Steel Dynamics, Inc.
PM / Philip Morris International Inc.
DUK / Duke Energy Corporation
PBA / Pembina Pipeline Corporation
SHW / The Sherwin-Williams Company
COF / Capital One Financial Corporation
FXY / Invesco CurrencyShares Japanese Yen Trust
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CAT / Caterpillar Inc.
AMGN / Amgen Inc.
FI / Fiserv, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
EOG / EOG Resources, Inc.
ZTS / Zoetis Inc.
SNA / Snap-on Incorporated
VIS / Vanguard World Fund - Vanguard Industrials ETF
JEF / Jefferies Financial Group Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
FAST / Fastenal Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
NSC / Norfolk Southern Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DE / Deere & Company
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
AIG / American International Group, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ACGL / Arch Capital Group Ltd.
INVH / Invitation Homes Inc.
CCI / Crown Castle Inc.
SPY / SPDR S&P 500 ETF
MNST / Monster Beverage Corporation
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
BSX / Boston Scientific Corporation
FTV / Fortive Corporation
LNG / Cheniere Energy, Inc.
ALC / Alcon Inc.
E / Eni S.p.A. - Depositary Receipt (Common Stock)
MET / MetLife, Inc.
YUM / Yum! Brands, Inc.
MRK / Merck & Co., Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
TFC / Truist Financial Corporation
AFL / Aflac Incorporated
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
DEO / Diageo plc - Depositary Receipt (Common Stock)
RITM / Rithm Capital Corp.
NUE / Nucor Corporation
CTAS / Cintas Corporation
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
BRK.B / Berkshire Hathaway Inc.
APD / Air Products and Chemicals, Inc.
RJF / Raymond James Financial, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
VICI / VICI Properties Inc.
SPY / SPDR S&P 500 ETF Put
WCN / Waste Connections, Inc.
PIN / Invesco India Exchange-Traded Fund Trust - Invesco India ETF
SBAC / SBA Communications Corporation
PLD / Prologis, Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
SNAP / Snap Inc.
CMI / Cummins Inc.
PRU / Prudential Financial, Inc.
AJG / Arthur J. Gallagher & Co.
EFX / Equifax Inc.
IAU / iShares Gold Trust
KSA / iShares Trust - iShares MSCI Saudi Arabia ETF
GLW / Corning Incorporated
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
INDA / iShares Trust - iShares MSCI India ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
NGG / National Grid plc - Depositary Receipt (Common Stock)
SAP / SAP SE - Depositary Receipt (Common Stock)
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CVS / CVS Health Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
BNS / The Bank of Nova Scotia
HPQ / HP Inc.
SYK / Stryker Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF Put
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF Put
VZ / Verizon Communications Inc.
XOM / Exxon Mobil Corporation
DHI / D.R. Horton, Inc.
UNH / UnitedHealth Group Incorporated
MCHP / Microchip Technology Incorporated
MSCI / MSCI Inc.
CMG / Chipotle Mexican Grill, Inc.
CTVA / Corteva, Inc.
TSCO / Tractor Supply Company
GPC / Genuine Parts Company
SNY / Sanofi - Depositary Receipt (Common Stock)
FCX / Freeport-McMoRan Inc.
FITB / Fifth Third Bancorp
TXN / Texas Instruments Incorporated
MPC / Marathon Petroleum Corporation
WM / Waste Management, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
AMAT / Applied Materials, Inc.
AMT / American Tower Corporation
ELV / Elevance Health, Inc.
NOC / Northrop Grumman Corporation
PNC / The PNC Financial Services Group, Inc.
IQV / IQVIA Holdings Inc.
NEM / Newmont Corporation
ADM / Archer-Daniels-Midland Company
FIS / Fidelity National Information Services, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
COST / Costco Wholesale Corporation
CL / Colgate-Palmolive Company
SBUX / Starbucks Corporation
WMT / Walmart Inc.
NKE_KZ / NIKE, Inc.
CTSH / Cognizant Technology Solutions Corporation
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
RTX / RTX Corporation
SPG / Simon Property Group, Inc.
PSX / Phillips 66
KMB / Kimberly-Clark Corporation
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
NEE / NextEra Energy, Inc.
HLT / Hilton Worldwide Holdings Inc.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
MTD / Mettler-Toledo International Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
CDW / CDW Corporation
SNPS / Synopsys, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
TD / The Toronto-Dominion Bank
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
VRSK / Verisk Analytics, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AME / AMETEK, Inc.
SCJ / iShares, Inc. - iShares MSCI Japan Small-Cap ETF
WRB / W. R. Berkley Corporation
TRV / The Travelers Companies, Inc.
RY / Royal Bank of Canada
CME / CME Group Inc.
CHD / Church & Dwight Co., Inc.
URI / United Rentals, Inc.
CSL / Carlisle Companies Incorporated
VRSN / VeriSign, Inc.
ED / Consolidated Edison, Inc.
COR / Cencora, Inc.
CAH / Cardinal Health, Inc.
DGX / Quest Diagnostics Incorporated
KIM / Kimco Realty Corporation
PHM / PulteGroup, Inc.
GLD / SPDR Gold Trust
LUMN / Lumen Technologies, Inc.
EXPD / Expeditors International of Washington, Inc.
PPG / PPG Industries, Inc.
LNT / Alliant Energy Corporation
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
DD / DuPont de Nemours, Inc.
NWL / Newell Brands Inc.
SYY / Sysco Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ALGN / Align Technology, Inc.
DTE / DTE Energy Company
PEAK / Healthpeak Properties, Inc.
ALL / The Allstate Corporation
CMA / Comerica Incorporated
SCCO / Southern Copper Corporation
A / Agilent Technologies, Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
BSBR / Banco Santander (Brasil) S.A. - Depositary Receipt (Common Stock)
INTC / Intel Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
SRC / Spirit Realty Capital, Inc.
DFS / Discover Financial Services
NVDA / NVIDIA Corporation
HST / Host Hotels & Resorts, Inc.
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
DIS / The Walt Disney Company
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
KO / The Coca-Cola Company
PICB / Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
MAR / Marriott International, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
TJX / The TJX Companies, Inc.
EA / Electronic Arts Inc.
TT / Trane Technologies plc
TTD / The Trade Desk, Inc.
NXPI / NXP Semiconductors N.V.
CSGP / CoStar Group, Inc.
EMR / Emerson Electric Co.
KLAC / KLA Corporation
VALE / Vale S.A. - Depositary Receipt (Common Stock)
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
RS / Reliance, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MCK / McKesson Corporation
BK / The Bank of New York Mellon Corporation
F / Ford Motor Company
ECL / Ecolab Inc.
EBAY / eBay Inc.
AES / The AES Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
ALB / Albemarle Corporation
META / Meta Platforms, Inc.
FRC / First Republic Bank
FRC / First Republic Bank Call
BG / Bunge Global SA
EQIX / Equinix, Inc.
AWK / American Water Works Company, Inc.
BMO / Bank of Montreal
DIA / SPDR Dow Jones Industrial Average ETF Trust
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
HUBB / Hubbell Incorporated
ODFL / Old Dominion Freight Line, Inc.
SLB / Schlumberger Limited
DOW / Dow Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
MKC / McCormick & Company, Incorporated
AEE / Ameren Corporation
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
VOX / Vanguard World Fund - Vanguard Communication Services ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
MMC / Marsh & McLennan Companies, Inc.
ETR / Entergy Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
PSA / Public Storage
XEL / Xcel Energy Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
UBS / UBS Group AG
EWY / iShares, Inc. - iShares MSCI South Korea ETF
ORCL / Oracle Corporation
AFG / American Financial Group, Inc.
PCAR / PACCAR Inc
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
HIG / The Hartford Insurance Group, Inc.
IGOV / iShares Trust - iShares International Treasury Bond ETF
IBND / SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF
TRI / Thomson Reuters Corporation
D / Dominion Energy, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DLR / Digital Realty Trust, Inc.
BN / Brookfield Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
CSX / CSX Corporation
ETN / Eaton Corporation plc
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
SU / Suncor Energy Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
EVRG / Evergy, Inc.
HR / Healthcare Realty Trust Incorporated
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
GOOG / Alphabet Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
PYPL / PayPal Holdings, Inc.
STX / Seagate Technology Holdings plc
ORLY / O'Reilly Automotive, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
RSG / Republic Services, Inc.
ADBE / Adobe Inc.
AXP / American Express Company
AMZN / Amazon.com, Inc.
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
LAMR / Lamar Advertising Company
MSFT / Microsoft Corporation
CAG / Conagra Brands, Inc.
DLTR / Dollar Tree, Inc.
BA / The Boeing Company
HSY / The Hershey Company
AAPL / Apple Inc.
MGM / MGM Resorts International
C / Citigroup Inc. - Corporate Bond/Note
STE / STERIS plc
GOOGL / Alphabet Inc.
RMD / ResMed Inc.
KEY / KeyCorp
UPS / United Parcel Service, Inc.
MS / Morgan Stanley
CHRW / C.H. Robinson Worldwide, Inc.
PARA / Paramount Global
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
NYCB / Flagstar Financial, Inc.
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
ARE / Alexandria Real Estate Equities, Inc.
NTNX / Nutanix, Inc.
SIRI / Sirius XM Holdings Inc.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
MDLZ / Mondelez International, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
WBA / Walgreens Boots Alliance, Inc.
WFC / Wells Fargo & Company
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
DVN / Devon Energy Corporation
MSI / Motorola Solutions, Inc.
MFC / Manulife Financial Corporation
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
LKQ / LKQ Corporation
EWJ / iShares, Inc. - iShares MSCI Japan ETF
DG / Dollar General Corporation
PXD / Pioneer Natural Resources Company
LH / Labcorp Holdings Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
MAA / Mid-America Apartment Communities, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
WEC / WEC Energy Group, Inc.
CHTR / Charter Communications, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
GLPI / Gaming and Leisure Properties, Inc.
CPT / Camden Property Trust
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
WAT / Waters Corporation
EIX / Edison International
VUG / Vanguard Index Funds - Vanguard Growth ETF
SUI / Sun Communities, Inc.
ABBV / AbbVie Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ET / Energy Transfer LP - Limited Partnership
IDXX / IDEXX Laboratories, Inc.
IEX / IDEX Corporation
WDAY / Workday, Inc.
TROW / T. Rowe Price Group, Inc.
UDR / UDR, Inc.
ISRG / Intuitive Surgical, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
EXR / Extra Space Storage Inc.
TGT / Target Corporation
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
ROST / Ross Stores, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
KKR / KKR & Co. Inc.
IEV / iShares Trust - iShares Europe ETF
MMM / 3M Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CEG / Constellation Energy Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
YUMC / Yum China Holdings, Inc.
ATVI / Activision Blizzard Inc
GS / The Goldman Sachs Group, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
HUM / Humana Inc.
PG / The Procter & Gamble Company
BKNG / Booking Holdings Inc.
HCA / HCA Healthcare, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
PH / Parker-Hannifin Corporation
KR / The Kroger Co.
SRE / Sempra
ENB / Enbridge Inc.
GILD / Gilead Sciences, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
AMCR / Amcor plc
WELL / Welltower Inc.
CVX / Chevron Corporation
WY / Weyerhaeuser Company
MDT / Medtronic plc
KMI / Kinder Morgan, Inc.
ULTA / Ulta Beauty, Inc.
ADSK / Autodesk, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
WMB / The Williams Companies, Inc.
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
TRP / TC Energy Corporation
CNQ / Canadian Natural Resources Limited
TRGP / Targa Resources Corp.
VTRS / Viatris Inc.
CLVR / Clever Leaves Holdings Inc.
ZIP / ZipRecruiter, Inc.
SJM / The J. M. Smucker Company
DV / DoubleVerify Holdings, Inc.
BBDO / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
HES / Hess Corporation
JBHT / J.B. Hunt Transport Services, Inc.
NTRS / Northern Trust Corporation
VMW / Vmware Inc. - Class A
TDG / TransDigm Group Incorporated
C.WSA / Citigroup, Inc.
KDP / Keurig Dr Pepper Inc.
ITW / Illinois Tool Works Inc.
AGNC / AGNC Investment Corp.
EMN / Eastman Chemical Company
GM / General Motors Company
STZ / Constellation Brands, Inc.
ES / Eversource Energy
BKR / Baker Hughes Company
FDX / FedEx Corporation
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
NVR / NVR, Inc.
OKE / ONEOK, Inc.
MTB / M&T Bank Corporation
ANET / Arista Networks Inc
JNJ / Johnson & Johnson
GD / General Dynamics Corporation
ISHG / iShares Trust - iShares 1-3 Year International Treasury Bond ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
LULU / lululemon athletica inc.
MKL / Markel Group Inc.
JNPR / Juniper Networks, Inc.
BAC / Bank of America Corporation
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
MBB / iShares Trust - iShares MBS ETF
VMC / Vulcan Materials Company
IRM / Iron Mountain Incorporated
CTRA / Coterra Energy Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
TMO / Thermo Fisher Scientific Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
UNP / Union Pacific Corporation
EL / The Estée Lauder Companies Inc.
OTIS / Otis Worldwide Corporation
EXC / Exelon Corporation
FERG / Ferguson Enterprises Inc.
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
SPGI / S&P Global Inc.
ADI / Analog Devices, Inc.
BRO / Brown & Brown, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
LOW / Lowe's Companies, Inc.
CDNS / Cadence Design Systems, Inc.
PGR / The Progressive Corporation
SO / The Southern Company
VHT / Vanguard World Fund - Vanguard Health Care ETF
RACE / Ferrari N.V.
TEL / TE Connectivity plc
ABT / Abbott Laboratories
CNP / CenterPoint Energy, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
AMD / Advanced Micro Devices, Inc.
TMUS / T-Mobile US, Inc.
LIN / Linde plc
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
FE / FirstEnergy Corp.
LRCX / Lam Research Corporation
DXCM / DexCom, Inc.
ROK / Rockwell Automation, Inc.
NDSN / Nordson Corporation
EC / Ecopetrol S.A. - Depositary Receipt (Common Stock)
DRI / Darden Restaurants, Inc.
CMCSA / Comcast Corporation
HD / The Home Depot, Inc.
MRO / Marathon Oil Corporation
AVY / Avery Dennison Corporation
MCO / Moody's Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
NOW / ServiceNow, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
OMC / Omnicom Group Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
O / Realty Income Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
MCD / McDonald's Corporation
GWW / W.W. Grainger, Inc.
STT / State Street Corporation
IPG / The Interpublic Group of Companies, Inc.
ROP / Roper Technologies, Inc.
GE / General Electric Company
BMY / Bristol-Myers Squibb Company
T / AT&T Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
SCHW / The Charles Schwab Corporation
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
EW / Edwards Lifesciences Corporation
FTNT / Fortinet, Inc.
INTU / Intuit Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
LHX / L3Harris Technologies, Inc.
BX / Blackstone Inc.
GIS / General Mills, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
V / Visa Inc.
TPR / Tapestry, Inc.
EG / Everest Group, Ltd.
ACN / Accenture plc
JCI / Johnson Controls International plc
IWR / iShares Trust - iShares Russell Mid-Cap ETF
GOLD / Barrick Mining Corporation
PWR / Quanta Services, Inc.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
BWZ / SPDR Series Trust - SPDR Bloomberg Short Term International Treasury Bond ETF
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
FANG / Diamondback Energy, Inc.
EQR / Equity Residential
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
RELX / RELX PLC - Depositary Receipt (Common Stock)
VLO / Valero Energy Corporation
LYB / LyondellBasell Industries N.V.
PFG / Principal Financial Group, Inc.
CNI / Canadian National Railway Company
AON / Aon plc
TBLA / Taboola.com Ltd.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
AMP / Ameriprise Financial, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
CB / Chubb Limited
IT / Gartner, Inc.
PAYX / Paychex, Inc.
CI / The Cigna Group