Market Value5,128,979,031
Total Holdings578
File Date2025-02-07
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)
CAH / Cardinal Health, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CAT / Caterpillar Inc.
SYK / Stryker Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
SCHW / The Charles Schwab Corporation
DUK / Duke Energy Corporation
GLW / Corning Incorporated
IEUR / iShares Trust - iShares Core MSCI Europe ETF
CARR / Carrier Global Corporation
CME / CME Group Inc.
ZM / Zoom Communications Inc.
TGT / Target Corporation
LLY / Eli Lilly and Company
ROP / Roper Technologies, Inc.
A / Agilent Technologies, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ADSK / Autodesk, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VLO / Valero Energy Corporation
C / Citigroup Inc. - Corporate Bond/Note
TT / Trane Technologies plc
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
HCA / HCA Healthcare, Inc.
TEL / TE Connectivity plc
MSTR / Strategy Inc
ZBRA / Zebra Technologies Corporation
SLB / Schlumberger Limited
XYZ / Block, Inc.
HST / Host Hotels & Resorts, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
NFLX / Netflix, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
CMF / iShares Trust - iShares California Muni Bond ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
PEN / Penumbra, Inc.
PPG / PPG Industries, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
LULU / lululemon athletica inc.
DDOG / Datadog, Inc.
PEG / Public Service Enterprise Group Incorporated
PAYO / Payoneer Global Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
AROW / Arrow Financial Corporation
FDX / FedEx Corporation
GOOG / Alphabet Inc.
HOLX / Hologic, Inc.
CDNS / Cadence Design Systems, Inc.
DIS / The Walt Disney Company
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
CL / Colgate-Palmolive Company
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
HUBB / Hubbell Incorporated
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
SLX / VanEck ETF Trust - VanEck Steel ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
GII / SPDR Index Shares Funds - SPDR S&P Global Infrastructure ETF
TROW / T. Rowe Price Group, Inc.
AEP / American Electric Power Company, Inc.
HIMS / Hims & Hers Health, Inc.
WBD / Warner Bros. Discovery, Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VERI / Veritone, Inc.
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
DRI / Darden Restaurants, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
OMC / Omnicom Group Inc.
CTVA / Corteva, Inc.
MCO / Moody's Corporation
GS / The Goldman Sachs Group, Inc.
ALGN / Align Technology, Inc.
WMT / Walmart Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BRK.A / Berkshire Hathaway Inc.
YUM / Yum! Brands, Inc.
PCOR / Procore Technologies, Inc.
ODFL / Old Dominion Freight Line, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
GOOGL / Alphabet Inc.
RTX / RTX Corporation
AZO / AutoZone, Inc.
URI / United Rentals, Inc.
TMUS / T-Mobile US, Inc.
COF / Capital One Financial Corporation
ROST / Ross Stores, Inc.
OTIS / Otis Worldwide Corporation
ZTS / Zoetis Inc.
PAR / PAR Technology Corporation
LIN / Linde plc
KVUE / Kenvue Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ITW / Illinois Tool Works Inc.
TXN / Texas Instruments Incorporated
COR / Cencora, Inc.
HSY / The Hershey Company
GD / General Dynamics Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
COST / Costco Wholesale Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CTAS / Cintas Corporation
KMI / Kinder Morgan, Inc.
DOV / Dover Corporation
BAC / Bank of America Corporation
EMR / Emerson Electric Co.
ALL / The Allstate Corporation
COMP / Compass, Inc.
HLT / Hilton Worldwide Holdings Inc.
CVS / CVS Health Corporation
EOG / EOG Resources, Inc.
JNJ / Johnson & Johnson
IEV / iShares Trust - iShares Europe ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
GM / General Motors Company
APD / Air Products and Chemicals, Inc.
MTD / Mettler-Toledo International Inc.
IT / Gartner, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
PM / Philip Morris International Inc.
WSO / Watsco, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PANW / Palo Alto Networks, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
GLD / SPDR Gold Trust
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ORCL / Oracle Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AFL / Aflac Incorporated
MPWR / Monolithic Power Systems, Inc.
MKL / Markel Group Inc.
ML / MoneyLion Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
DAVE / Dave Inc.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
GGG / Graco Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
OEF / iShares Trust - iShares S&P 100 ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
AMPS / Altus Power, Inc.
RPM / RPM International Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
BX / Blackstone Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
FM / iShares, Inc. - iShares Frontier and Select EM ETF
DVY / iShares Trust - iShares Select Dividend ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
ENVA / Enova International, Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
HIG / The Hartford Insurance Group, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
DECK / Deckers Outdoor Corporation
AGZ / iShares Trust - iShares Agency Bond ETF
DFS / Discover Financial Services
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
TXT / Textron Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
CFG / Citizens Financial Group, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ARES / Ares Management Corporation
BR / Broadridge Financial Solutions, Inc.
FTV / Fortive Corporation
VLTO / Veralto Corporation
FITB / Fifth Third Bancorp
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
LNG / Cheniere Energy, Inc.
PRU / Prudential Financial, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
TTD / The Trade Desk, Inc.
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
HDV / iShares Trust - iShares Core High Dividend ETF
VTRS / Viatris Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
CP / Canadian Pacific Kansas City Limited
BLDR / Builders FirstSource, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SHCR / Sharecare, Inc.
UYG / ProShares Trust - ProShares Ultra Financials
TIP / iShares Trust - iShares TIPS Bond ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
RIVN / Rivian Automotive, Inc.
MCHP / Microchip Technology Incorporated
STE / STERIS plc
AMD / Advanced Micro Devices, Inc.
HTZ / Hertz Global Holdings, Inc.
ABCL / AbCellera Biologics Inc.
UNFI / United Natural Foods, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
UPWK / Upwork Inc.
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
C.WSA / Citigroup, Inc.
QRTEA / Qurate Retail Inc - Series A
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
GTLB / GitLab Inc.
TWLO / Twilio Inc.
SABR / Sabre Corporation
MX / Magnachip Semiconductor Corporation
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
KBH / KB Home
BBY / Best Buy Co., Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
ZIP / ZipRecruiter, Inc.
MRO / Marathon Oil Corporation
ME / 23andMe Holding Co.
FSLR / First Solar, Inc.
FIVN / Five9, Inc.
IEUS / iShares Trust - iShares MSCI Europe Small-Cap ETF
CRVO / CervoMed Inc.
AEE / Ameren Corporation
AVDE / American Century ETF Trust - Avantis International Equity ETF
NRDY / Nerdy, Inc.
TFX / Teleflex Incorporated
VGT / Vanguard World Fund - Vanguard Information Technology ETF
EME / EMCOR Group, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
EQIX / Equinix, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
XYL / Xylem Inc.
PAYX / Paychex, Inc.
COUR / Coursera, Inc.
NEE / NextEra Energy, Inc.
MA / Mastercard Incorporated
BMY / Bristol-Myers Squibb Company
NOW / ServiceNow, Inc.
JPM / JPMorgan Chase & Co.
PH / Parker-Hannifin Corporation
CVX / Chevron Corporation
ANET / Arista Networks Inc
EA / Electronic Arts Inc.
LCID / Lucid Group, Inc.
TRV / The Travelers Companies, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
CATX / Perspective Therapeutics, Inc.
STZ / Constellation Brands, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VEEV / Veeva Systems Inc.
QQQ / Invesco QQQ Trust, Series 1
GE / General Electric Company
CLX / The Clorox Company
PVH / PVH Corp.
JCI / Johnson Controls International plc
VZ / Verizon Communications Inc.
T / AT&T Inc.
DHI / D.R. Horton, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
MPLX / MPLX LP - Limited Partnership
IVE / iShares Trust - iShares S&P 500 Value ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
ENB / Enbridge Inc.
RBLX / Roblox Corporation
FIHL / Fidelis Insurance Holdings Limited
SYF / Synchrony Financial
WRB / W. R. Berkley Corporation
GPC / Genuine Parts Company
FOA / Finance of America Companies Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
XEL / Xcel Energy Inc.
ICE / Intercontinental Exchange, Inc.
UNP / Union Pacific Corporation
KMB / Kimberly-Clark Corporation
BLK / BlackRock, Inc.
PLTR / Palantir Technologies Inc.
AVGO / Broadcom Inc.
CRWD / CrowdStrike Holdings, Inc.
WSM / Williams-Sonoma, Inc.
EXPI / eXp World Holdings, Inc.
QBTS / D-Wave Quantum Inc.
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
UBER / Uber Technologies, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SPY / SPDR S&P 500 ETF
TTWO / Take-Two Interactive Software, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FANG / Diamondback Energy, Inc.
XOM / Exxon Mobil Corporation
MSI / Motorola Solutions, Inc.
TMO / Thermo Fisher Scientific Inc.
ACN / Accenture plc
RCL / Royal Caribbean Cruises Ltd.
HPE / Hewlett Packard Enterprise Company
PYPL / PayPal Holdings, Inc.
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
AXON / Axon Enterprise, Inc.
WST / West Pharmaceutical Services, Inc.
SHOP / Shopify Inc.
V / Visa Inc.
CMCSA / Comcast Corporation
CEIX / CONSOL Energy Inc.
CI / The Cigna Group
ADP / Automatic Data Processing, Inc.
SHW / The Sherwin-Williams Company
MPC / Marathon Petroleum Corporation
KEYS / Keysight Technologies, Inc.
FTNT / Fortinet, Inc.
KKR / KKR & Co. Inc.
VET / Vermilion Energy Inc.
DKNG / DraftKings Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
XT / iShares Trust - iShares Exponential Technologies ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
COO / The Cooper Companies, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
DOW / Dow Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
PCAR / PACCAR Inc
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
BRZE / Braze, Inc.
UPS / United Parcel Service, Inc.
LC / LendingClub Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
VUG / Vanguard Index Funds - Vanguard Growth ETF
ELV / Elevance Health, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
EBAY / eBay Inc.
IBM / International Business Machines Corporation
ADI / Analog Devices, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
LOW / Lowe's Companies, Inc.
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
EXC / Exelon Corporation
ACHR / Archer Aviation Inc.
SMLR / Semler Scientific, Inc.
SO / The Southern Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GDDY / GoDaddy Inc.
CNC / Centene Corporation
OBDC / Blue Owl Capital Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
IQV / IQVIA Holdings Inc.
PEP / PepsiCo, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
NOC / Northrop Grumman Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
PRCH / Porch Group, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
ICVT / iShares Trust - iShares Convertible Bond ETF
SPOT / Spotify Technology S.A.
APO / Apollo Global Management, Inc.
CB / Chubb Limited
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SUN / Sunoco LP - Limited Partnership
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
KR / The Kroger Co.
MAR / Marriott International, Inc.
ET / Energy Transfer LP - Limited Partnership
AIG / American International Group, Inc.
RVMD / Revolution Medicines, Inc.
SNPS / Synopsys, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
GIS / General Mills, Inc.
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
ULTA / Ulta Beauty, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
MDLZ / Mondelez International, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
MDT / Medtronic plc
PAYC / Paycom Software, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
FAST / Fastenal Company
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
PWR / Quanta Services, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
DE / Deere & Company
PNC / The PNC Financial Services Group, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
MSCI / MSCI Inc.
NFE / New Fortress Energy Inc.
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
DELL / Dell Technologies Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
DTM / DT Midstream, Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
WFC / Wells Fargo & Company
ABBV / AbbVie Inc.
SPGI / S&P Global Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
BIIB / Biogen Inc.
HSIC / Henry Schein, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
TSLA / Tesla, Inc.
FI / Fiserv, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
MS / Morgan Stanley
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SW / Smurfit Westrock Plc
CMG / Chipotle Mexican Grill, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MCK / McKesson Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CEG / Constellation Energy Corporation
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
CALI / BlackRock ETF Trust II - iShares Short-Term California Muni Active ETF
MRK / Merck & Co., Inc.
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
MMC / Marsh & McLennan Companies, Inc.
SBUX / Starbucks Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BSX / Boston Scientific Corporation
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
CMI / Cummins Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
CTSH / Cognizant Technology Solutions Corporation
SMMD / iShares Trust - iShares Russell 2500 ETF
D / Dominion Energy, Inc.
DHR / Danaher Corporation
APP / AppLovin Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
DASH / DoorDash, Inc.
BKNG / Booking Holdings Inc.
TDG / TransDigm Group Incorporated
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
MTB / M&T Bank Corporation
TFC / Truist Financial Corporation
ECL / Ecolab Inc.
PINS / Pinterest, Inc.
ADM / Archer-Daniels-Midland Company
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
KO / The Coca-Cola Company
WDAY / Workday, Inc.
RJF / Raymond James Financial, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
TJX / The TJX Companies, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BN / Brookfield Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SNAP / Snap Inc.
ABNB / Airbnb, Inc.
VST / Vistra Corp.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
WES / Western Midstream Partners, LP - Limited Partnership
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
F / Ford Motor Company
BRK.B / Berkshire Hathaway Inc.
JCPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF
CSX / CSX Corporation
ETN / Eaton Corporation plc
GILD / Gilead Sciences, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
ATO / Atmos Energy Corporation
BPMC / Blueprint Medicines Corporation
SBAC / SBA Communications Corporation
RSG / Republic Services, Inc.
MMM / 3M Company
NXPI / NXP Semiconductors N.V.
PSTG / Pure Storage, Inc.
OKTA / Okta, Inc.
USB / U.S. Bancorp
AJG / Arthur J. Gallagher & Co.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
CSGP / CoStar Group, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IWV / iShares Trust - iShares Russell 3000 ETF
NNE / NANO Nuclear Energy Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
WM / Waste Management, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
SRE / Sempra
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
TYL / Tyler Technologies, Inc.
EFX / Equifax Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
COP / ConocoPhillips
UNH / UnitedHealth Group Incorporated
IAU / iShares Gold Trust
HBAN / Huntington Bancshares Incorporated
NU / Nu Holdings Ltd.
WMB / The Williams Companies, Inc.
KLAC / KLA Corporation
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
PSX / Phillips 66
PG / The Procter & Gamble Company
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
CHKP / Check Point Software Technologies Ltd.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IBB / iShares Trust - iShares Biotechnology ETF
ABT / Abbott Laboratories
DAL / Delta Air Lines, Inc.
OKE / ONEOK, Inc.
TRGP / Targa Resources Corp.
PGR / The Progressive Corporation
VRSK / Verisk Analytics, Inc.
LZ / LegalZoom.com, Inc.
LYB / LyondellBasell Industries N.V.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
MCD / McDonald's Corporation
PTON / Peloton Interactive, Inc.
ISRG / Intuitive Surgical, Inc.
RL / Ralph Lauren Corporation
NDAQ / Nasdaq, Inc.
NVDA / NVIDIA Corporation
CSCO / Cisco Systems, Inc.
SWK / Stanley Black & Decker, Inc.
QCOM / QUALCOMM Incorporated
LYFT / Lyft, Inc.
SYY / Sysco Corporation
CNP / CenterPoint Energy, Inc.
DD / DuPont de Nemours, Inc.
CRM / Salesforce, Inc.
INTU / Intuit Inc.
WEC / WEC Energy Group, Inc.
AMP / Ameriprise Financial, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MET / MetLife, Inc.
MU / Micron Technology, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
STKL / SunOpta Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IDXX / IDEXX Laboratories, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BDX / Becton, Dickinson and Company
SOFI / SoFi Technologies, Inc.
GEV / GE Vernova Inc.
ORLY / O'Reilly Automotive, Inc.
ED / Consolidated Edison, Inc.
DOCU / DocuSign, Inc.
AON / Aon plc
FCX / Freeport-McMoRan Inc.
PODD / Insulet Corporation
TSCO / Tractor Supply Company
STT / State Street Corporation
RACE / Ferrari N.V.
MSFT / Microsoft Corporation
CHD / Church & Dwight Co., Inc.
NTAP / NetApp, Inc.
NKE / NIKE, Inc.
DVN / Devon Energy Corporation
NSC / Norfolk Southern Corporation
LHX / L3Harris Technologies, Inc.
LRCX / Lam Research Corporation
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
ILMN / Illumina, Inc.
NEM / Newmont Corporation
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
SNOW / Snowflake Inc.
META / Meta Platforms, Inc.
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
APH / Amphenol Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
OXY / Occidental Petroleum Corporation
ADBE / Adobe Inc.
MRVL / Marvell Technology, Inc.
AMZN / Amazon.com, Inc.
AAPL / Apple Inc.
BA / The Boeing Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
INTC / Intel Corporation
AXP / American Express Company
IXC / iShares Trust - iShares Global Energy ETF
PFE / Pfizer Inc.
MQ / Marqeta, Inc.
BK / The Bank of New York Mellon Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
CBRE / CBRE Group, Inc.
TER / Teradyne, Inc.
HOOD / Robinhood Markets, Inc.
STLD / Steel Dynamics, Inc.
VMC / Vulcan Materials Company
GWW / W.W. Grainger, Inc.
AMGN / Amgen Inc.
MO / Altria Group, Inc.
HON / Honeywell International Inc.
HAL / Halliburton Company
HD / The Home Depot, Inc.
HES / Hess Corporation
NUE / Nucor Corporation
HPQ / HP Inc.
AMAT / Applied Materials, Inc.
LMT / Lockheed Martin Corporation
SNPE / DBX ETF Trust - Xtrackers S&P 500 Scored & Screened ETF
MELI / MercadoLibre, Inc.
EVH / Evolent Health, Inc.