Market Value4,971,586,318
Total Holdings561
File Date2024-11-08
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)
SOFI / SoFi Technologies, Inc.
BMY / Bristol-Myers Squibb Company
ICLN / iShares Trust - iShares Global Clean Energy ETF
CMCSA / Comcast Corporation
CNP / CenterPoint Energy, Inc.
PH / Parker-Hannifin Corporation
TRV / The Travelers Companies, Inc.
ANET / Arista Networks Inc
CVX / Chevron Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DDOG / Datadog, Inc.
VEEV / Veeva Systems Inc.
GE / General Electric Company
JCI / Johnson Controls International plc
STKL / SunOpta Inc.
PAYO / Payoneer Global Inc.
XOM / Exxon Mobil Corporation
CEIX / CONSOL Energy Inc.
SHOP / Shopify Inc.
AMAT / Applied Materials, Inc.
HOOD / Robinhood Markets, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
CDNS / Cadence Design Systems, Inc.
PAYC / Paycom Software, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
VST / Vistra Corp.
CI / The Cigna Group
ECL / Ecolab Inc.
ADBE / Adobe Inc.
ULTA / Ulta Beauty, Inc.
ORLY / O'Reilly Automotive, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
WDAY / Workday, Inc.
DIS / The Walt Disney Company
FTNT / Fortinet, Inc.
MMM / 3M Company
MRK / Merck & Co., Inc.
CSX / CSX Corporation
WEC / WEC Energy Group, Inc.
HIGH / Simplify Exchange Traded Funds - Simplify Enhanced Income ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SVOL / Simplify Exchange Traded Funds - Simplify Volatility Premium ETF
VFC / V.F. Corporation
WMS / Advanced Drainage Systems, Inc.
TEL / TE Connectivity plc
ICF / iShares Trust - iShares Select U.S. REIT ETF
EQIX / Equinix, Inc.
RSG / Republic Services, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
AMP / Ameriprise Financial, Inc.
VZ / Verizon Communications Inc.
UPWK / Upwork Inc.
IEUS / iShares Trust - iShares MSCI Europe Small-Cap ETF
BBY / Best Buy Co., Inc.
FM / iShares, Inc. - iShares Frontier and Select EM ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
MDT / Medtronic plc
SABR / Sabre Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
IXC / iShares Trust - iShares Global Energy ETF
ARES / Ares Management Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
CP / Canadian Pacific Kansas City Limited
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
APP / AppLovin Corporation
SPY / SPDR S&P 500 ETF
GTLB / GitLab Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
SYF / Synchrony Financial
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
AME / AMETEK, Inc.
CMI / Cummins Inc.
MX / Magnachip Semiconductor Corporation
MRO / Marathon Oil Corporation
ME / 23andMe Holding Co.
ALGN / Align Technology, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
ABT / Abbott Laboratories
APD / Air Products and Chemicals, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MET / MetLife, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DAL / Delta Air Lines, Inc.
IBM / International Business Machines Corporation
ICE / Intercontinental Exchange, Inc.
MDLZ / Mondelez International, Inc.
BIIB / Biogen Inc.
AEP / American Electric Power Company, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
AZO / AutoZone, Inc.
SLB / Schlumberger Limited
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
REGN / Regeneron Pharmaceuticals, Inc.
CB / Chubb Limited
SBUX / Starbucks Corporation
KR / The Kroger Co.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
FANG / Diamondback Energy, Inc.
BSX / Boston Scientific Corporation
BR / Broadridge Financial Solutions, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
MAR / Marriott International, Inc.
WBD / Warner Bros. Discovery, Inc.
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
DHI / D.R. Horton, Inc.
BRK.A / Berkshire Hathaway Inc.
PNC / The PNC Financial Services Group, Inc.
BRZE / Braze, Inc.
PCAR / PACCAR Inc
EXC / Exelon Corporation
DVY / iShares Trust - iShares Select Dividend ETF
CNC / Centene Corporation
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VMC / Vulcan Materials Company
MS / Morgan Stanley
UNP / Union Pacific Corporation
DOW / Dow Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ZIP / ZipRecruiter, Inc.
PYPL / PayPal Holdings, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BK / The Bank of New York Mellon Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VLTO / Veralto Corporation
ALL / The Allstate Corporation
HPE / Hewlett Packard Enterprise Company
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
CRVO / CervoMed Inc.
SNPS / Synopsys, Inc.
EXPI / eXp World Holdings, Inc.
GII / SPDR Index Shares Funds - SPDR S&P Global Infrastructure ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CFG / Citizens Financial Group, Inc.
GEV / GE Vernova Inc.
KMI / Kinder Morgan, Inc.
FAST / Fastenal Company
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
DELL / Dell Technologies Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SNAP / Snap Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
WFC / Wells Fargo & Company
TSLA / Tesla, Inc.
FI / Fiserv, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
CMG / Chipotle Mexican Grill, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
AIG / American International Group, Inc.
CEG / Constellation Energy Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
F / Ford Motor Company
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ADP / Automatic Data Processing, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
TJX / The TJX Companies, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
NUE / Nucor Corporation
VERI / Veritone, Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
ABNB / Airbnb, Inc.
DHR / Danaher Corporation
MQ / Marqeta, Inc.
GILD / Gilead Sciences, Inc.
NDAQ / Nasdaq, Inc.
SBAC / SBA Communications Corporation
MCK / McKesson Corporation
COP / ConocoPhillips
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
SRE / Sempra
UNH / UnitedHealth Group Incorporated
WMB / The Williams Companies, Inc.
KO / The Coca-Cola Company
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IWB / iShares Trust - iShares Russell 1000 ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
OKE / ONEOK, Inc.
PSX / Phillips 66
KLAC / KLA Corporation
PANW / Palo Alto Networks, Inc.
LMT / Lockheed Martin Corporation
AVGO / Broadcom Inc.
RTX / RTX Corporation
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
GS / The Goldman Sachs Group, Inc.
IDXX / IDEXX Laboratories, Inc.
VRSK / Verisk Analytics, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
ADI / Analog Devices, Inc.
GPC / Genuine Parts Company
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
QCOM / QUALCOMM Incorporated
SYY / Sysco Corporation
ENB / Enbridge Inc.
TER / Teradyne, Inc.
COR / Cencora, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
EBAY / eBay Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BDX / Becton, Dickinson and Company
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TMUS / T-Mobile US, Inc.
AMGN / Amgen Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
LYFT / Lyft, Inc.
DOCU / DocuSign, Inc.
EFX / Equifax Inc.
TSCO / Tractor Supply Company
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
URI / United Rentals, Inc.
STT / State Street Corporation
LHX / L3Harris Technologies, Inc.
UPS / United Parcel Service, Inc.
DECK / Deckers Outdoor Corporation
NKE / NIKE, Inc.
BAC / Bank of America Corporation
USB / U.S. Bancorp
GIS / General Mills, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
IQV / IQVIA Holdings Inc.
ABBV / AbbVie Inc.
BKNG / Booking Holdings Inc.
HPQ / HP Inc.
CVS / CVS Health Corporation
TDG / TransDigm Group Incorporated
DUK / Duke Energy Corporation
GM / General Motors Company
ISRG / Intuitive Surgical, Inc.
CME / CME Group Inc.
CTSH / Cognizant Technology Solutions Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
UYG / ProShares Trust - ProShares Ultra Financials
TGT / Target Corporation
ABCL / AbCellera Biologics Inc.
AFL / Aflac Incorporated
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
AUR / Aurora Innovation, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
A / Agilent Technologies, Inc.
KMB / Kimberly-Clark Corporation
VLO / Valero Energy Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
ORCL / Oracle Corporation
GOOG / Alphabet Inc.
RJF / Raymond James Financial, Inc.
PEN / Penumbra, Inc.
LLY / Eli Lilly and Company
PPG / PPG Industries, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
HAL / Halliburton Company
HON / Honeywell International Inc.
FDX / FedEx Corporation
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
PCOR / Procore Technologies, Inc.
LIN / Linde plc
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
C.WSA / Citigroup, Inc.
ZTS / Zoetis Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
HUBB / Hubbell Incorporated
UNFI / United Natural Foods, Inc.
QRTEA / Qurate Retail Inc - Series A
TIP / iShares Trust - iShares TIPS Bond ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
FSLR / First Solar, Inc.
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
SHCR / Sharecare, Inc.
KBH / KB Home
GD / General Dynamics Corporation
OXY / Occidental Petroleum Corporation
EOG / EOG Resources, Inc.
CLX / The Clorox Company
NEM / Newmont Corporation
CTAS / Cintas Corporation
INTC / Intel Corporation
EMR / Emerson Electric Co.
CRM / Salesforce, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
META / Meta Platforms, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
DFS / Discover Financial Services
CLBTW / Cellebrite DI Ltd. Warrants
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
GTLS / Chart Industries, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
WRK / WestRock Company
APA / APA Corporation
LRCX / Lam Research Corporation
MTRN / Materion Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SWK / Stanley Black & Decker, Inc.
ET / Energy Transfer LP - Limited Partnership
TWLO / Twilio Inc.
MCHP / Microchip Technology Incorporated
NVDA / NVIDIA Corporation
AMD / Advanced Micro Devices, Inc.
PAYX / Paychex, Inc.
AMZN / Amazon.com, Inc.
NEE / NextEra Energy, Inc.
MA / Mastercard Incorporated
MSI / Motorola Solutions, Inc.
CBRE / CBRE Group, Inc.
APH / Amphenol Corporation
GLD / SPDR Gold Trust
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AAPL / Apple Inc.
FIVN / Five9, Inc.
NFLX / Netflix, Inc.
COO / The Cooper Companies, Inc.
MU / Micron Technology, Inc.
AXP / American Express Company
MSFT / Microsoft Corporation
SUN / Sunoco LP - Limited Partnership
JPM / JPMorgan Chase & Co.
LULU / lululemon athletica inc.
GOOGL / Alphabet Inc.
STLD / Steel Dynamics, Inc.
BA / The Boeing Company
C / Citigroup Inc. - Corporate Bond/Note
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
OMC / Omnicom Group Inc.
DASH / DoorDash, Inc.
XYZ / Block, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
EFA / iShares Trust - iShares MSCI EAFE ETF
PM / Philip Morris International Inc.
MPC / Marathon Petroleum Corporation
ROP / Roper Technologies, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
RPM / RPM International Inc.
QQQ / Invesco QQQ Trust, Series 1
VDE / Vanguard World Fund - Vanguard Energy ETF
IT / Gartner, Inc.
SHW / The Sherwin-Williams Company
CRWD / CrowdStrike Holdings, Inc.
BX / Blackstone Inc.
GDDY / GoDaddy Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
LYB / LyondellBasell Industries N.V.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
TMO / Thermo Fisher Scientific Inc.
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
SNOW / Snowflake Inc.
COF / Capital One Financial Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
DVN / Devon Energy Corporation
CARR / Carrier Global Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
PRCH / Porch Group, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
ENVA / Enova International, Inc.
D / Dominion Energy, Inc.
WSO / Watsco, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
ED / Consolidated Edison, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
NOC / Northrop Grumman Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
VRTX / Vertex Pharmaceuticals Incorporated
IWD / iShares Trust - iShares Russell 1000 Value ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
RVMD / Revolution Medicines, Inc.
ELV / Elevance Health, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
LOW / Lowe's Companies, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
HSIC / Henry Schein, Inc.
RACE / Ferrari N.V.
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
PWR / Quanta Services, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
STZ / Constellation Brands, Inc.
TXT / Textron Inc.
T / AT&T Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
AEE / Ameren Corporation
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MSCI / MSCI Inc.
V / Visa Inc.
GWW / W.W. Grainger, Inc.
PEP / PepsiCo, Inc.
SCHW / The Charles Schwab Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
INTU / Intuit Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
FITB / Fifth Third Bancorp
AON / Aon plc
TROW / T. Rowe Price Group, Inc.
HIMS / Hims & Hers Health, Inc.
SMLR / Semler Scientific, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
CL / Colgate-Palmolive Company
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SW / Smurfit Westrock Plc
MDY / SPDR S&P MidCap 400 ETF Trust
DIA / SPDR Dow Jones Industrial Average ETF Trust
JNJ / Johnson & Johnson
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
TXN / Texas Instruments Incorporated
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BN / Brookfield Corporation
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
NTAP / NetApp, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SMMD / iShares Trust - iShares Russell 2500 ETF
TT / Trane Technologies plc
TFC / Truist Financial Corporation
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
ZBH / Zimmer Biomet Holdings, Inc.
BRK.B / Berkshire Hathaway Inc.
EA / Electronic Arts Inc.
DD / DuPont de Nemours, Inc.
PFE / Pfizer Inc.
GLW / Corning Incorporated
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MTB / M&T Bank Corporation
CSCO / Cisco Systems, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
ADM / Archer-Daniels-Midland Company
STE / STERIS plc
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
PSTG / Pure Storage, Inc.
ETN / Eaton Corporation plc
UBER / Uber Technologies, Inc.
COST / Costco Wholesale Corporation
AJG / Arthur J. Gallagher & Co.
HES / Hess Corporation
DOV / Dover Corporation
FCX / Freeport-McMoRan Inc.
IBB / iShares Trust - iShares Biotechnology ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IYJ / iShares Trust - iShares U.S. Industrials ETF
WM / Waste Management, Inc.
JCPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF
IAU / iShares Gold Trust
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
TYL / Tyler Technologies, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
KKR / KKR & Co. Inc.
NOW / ServiceNow, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
NNE / NANO Nuclear Energy Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
WMT / Walmart Inc.
MTD / Mettler-Toledo International Inc.
XYL / Xylem Inc.
CHKP / Check Point Software Technologies Ltd.
SYK / Stryker Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
OKTA / Okta, Inc.
ODFL / Old Dominion Freight Line, Inc.
PRU / Prudential Financial, Inc.
ITW / Illinois Tool Works Inc.
DE / Deere & Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
RBLX / Roblox Corporation
HCA / HCA Healthcare, Inc.
MELI / MercadoLibre, Inc.
ACN / Accenture plc
OEF / iShares Trust - iShares S&P 100 ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
OBDC / Blue Owl Capital Corporation
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
NSC / Norfolk Southern Corporation
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
SLX / VanEck ETF Trust - VanEck Steel ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CAH / Cardinal Health, Inc.
MKL / Markel Group Inc.
HIG / The Hartford Insurance Group, Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
LC / LendingClub Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
TTWO / Take-Two Interactive Software, Inc.
PTON / Peloton Interactive, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
CAT / Caterpillar Inc.
SO / The Southern Company
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
AGZ / iShares Trust - iShares Agency Bond ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
MRVL / Marvell Technology, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
PGR / The Progressive Corporation
LZ / LegalZoom.com, Inc.
SPGI / S&P Global Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
FTV / Fortive Corporation
HD / The Home Depot, Inc.
CALI / BlackRock ETF Trust II - iShares Short-Term California Muni Active ETF
MUB / iShares Trust - iShares National Muni Bond ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
YUM / Yum! Brands, Inc.
PINS / Pinterest, Inc.
KEYS / Keysight Technologies, Inc.
DRI / Darden Restaurants, Inc.
TTD / The Trade Desk, Inc.
BPMC / Blueprint Medicines Corporation
NU / Nu Holdings Ltd.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
MCO / Moody's Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
HSY / The Hershey Company
ADSK / Autodesk, Inc.
HST / Host Hotels & Resorts, Inc.
CTVA / Corteva, Inc.
PG / The Procter & Gamble Company
IWM / iShares Trust - iShares Russell 2000 ETF
IEV / iShares Trust - iShares Europe ETF
RIVN / Rivian Automotive, Inc.
CHD / Church & Dwight Co., Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
HTZ / Hertz Global Holdings, Inc.
TEL / TE Connectivity plc
MMC / Marsh & McLennan Companies, Inc.
NRDY / Nerdy, Inc.
BLDR / Builders FirstSource, Inc.
MCD / McDonald's Corporation
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
MO / Altria Group, Inc.
ATO / Atmos Energy Corporation
TFX / Teleflex Incorporated