Market Value6,290,346,005
Total Holdings709
File Date2024-08-14
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)
JPM / JPMorgan Chase & Co.
IAU / iShares Gold Trust
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
GLOB / Globant S.A.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
CYBR / CyberArk Software Ltd.
WFRD / Weatherford International plc
POOL / Pool Corporation
CL / Colgate-Palmolive Company
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
CME / CME Group Inc.
SRE / Sempra
V / Visa Inc.
TRMB / Trimble Inc.
SNA / Snap-on Incorporated
NVMI / Nova Ltd.
WDAY / Workday, Inc.
MLM / Martin Marietta Materials, Inc.
BX / Blackstone Inc.
MMM / 3M Company
PTC / PTC Inc.
LSTR / Landstar System, Inc.
ELV / Elevance Health, Inc.
ROP / Roper Technologies, Inc.
AON / Aon plc
NU / Nu Holdings Ltd.
HON / Honeywell International Inc.
INTU / Intuit Inc.
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
MELI / MercadoLibre, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
EW / Edwards Lifesciences Corporation
CRH / CRH plc
COMB / GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
AMP / Ameriprise Financial, Inc.
LECO / Lincoln Electric Holdings, Inc.
SFM / Sprouts Farmers Market, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SAIA / Saia, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
GOOGL / Alphabet Inc.
CR / Crane Company
ISR / Perspective Therapeutics Inc
MOGA / Moog, Inc. - Class A
LH / Labcorp Holdings Inc.
WSC / WillScot Holdings Corporation
LMAT / LeMaitre Vascular, Inc.
GPN / Global Payments Inc.
EBAY / eBay Inc.
DD / DuPont de Nemours, Inc.
APD / Air Products and Chemicals, Inc.
AVT / Avnet, Inc.
PJT / PJT Partners Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
AMAT / Applied Materials, Inc.
PM / Philip Morris International Inc.
BHB / Bar Harbor Bankshares
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
MOD / Modine Manufacturing Company
SPGI / S&P Global Inc.
CAH / Cardinal Health, Inc.
ELF / e.l.f. Beauty, Inc.
CI / The Cigna Group
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
FDS / FactSet Research Systems Inc.
GM / General Motors Company
CNS / Cohen & Steers, Inc.
PEN / Penumbra, Inc.
LMT / Lockheed Martin Corporation
LIN / Linde plc
VEEV / Veeva Systems Inc.
IGE / iShares Trust - iShares North American Natural Resources ETF
VYX / NCR Voyix Corporation
SGDM / Sprott Funds Trust - Sprott Gold Miners ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
DY / Dycom Industries, Inc.
CLF / Cleveland-Cliffs Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
UNP / Union Pacific Corporation
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
EVV / Eaton Vance Limited Duration Income Fund
IWV / iShares Trust - iShares Russell 3000 ETF
CP / Canadian Pacific Kansas City Limited
BR / Broadridge Financial Solutions, Inc.
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
TTD / The Trade Desk, Inc.
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
GSST / Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
URI / United Rentals, Inc.
SPSC / SPS Commerce, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
AGX / Argan, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
ICFI / ICF International, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
PBH / Prestige Consumer Healthcare Inc.
NEE / NextEra Energy, Inc.
PNC / The PNC Financial Services Group, Inc.
VZ / Verizon Communications Inc.
CHDN / Churchill Downs Incorporated
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
DIS / The Walt Disney Company
PSTG / Pure Storage, Inc.
XEL / Xcel Energy Inc.
MMYT / MakeMyTrip Limited
EQIX / Equinix, Inc.
LNC / Lincoln National Corporation
VVV / Valvoline Inc.
PGR / The Progressive Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
FCX / Freeport-McMoRan Inc.
SU / Suncor Energy Inc.
WSO / Watsco, Inc.
RGEN / Repligen Corporation
PG / The Procter & Gamble Company
MET / MetLife, Inc.
TXRH / Texas Roadhouse, Inc.
GLW / Corning Incorporated
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
LSCC / Lattice Semiconductor Corporation
REGN / Regeneron Pharmaceuticals, Inc.
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
MHK / Mohawk Industries, Inc.
FM / iShares, Inc. - iShares Frontier and Select EM ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
GSG / iShares S&P GSCI Commodity-Indexed Trust
ABNB / Airbnb, Inc.
BHLB / Berkshire Hills Bancorp, Inc.
AMG / Affiliated Managers Group, Inc.
DXCM / DexCom, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
CHH / Choice Hotels International, Inc.
FDX / FedEx Corporation
TTWO / Take-Two Interactive Software, Inc.
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
OMC / Omnicom Group Inc.
MHO / M/I Homes, Inc.
MEDP / Medpace Holdings, Inc.
IBM / International Business Machines Corporation
LLY / Eli Lilly and Company
MZTI / The Marzetti Company
ADP / Automatic Data Processing, Inc.
VIST / Vista Energy, S.A.B. de C.V. - Depositary Receipt (Common Stock)
KBR / KBR, Inc.
AME / AMETEK, Inc.
CB / Chubb Limited
HCA / HCA Healthcare, Inc.
DHR / Danaher Corporation
TSCO / Tractor Supply Company
CMCSA / Comcast Corporation
CASY / Casey's General Stores, Inc.
MTD / Mettler-Toledo International Inc.
CAT / Caterpillar Inc.
NVDA / NVIDIA Corporation
CXDO / Crexendo, Inc.
HWM / Howmet Aerospace Inc.
SNPS / Synopsys, Inc.
GOOG / Alphabet Inc.
GE / General Electric Company
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
T / AT&T Inc.
STRL / Sterling Infrastructure, Inc.
COST / Costco Wholesale Corporation
HES / Hess Corporation
CALX / Calix, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
WFC / Wells Fargo & Company
CPRT / Copart, Inc.
FLEX / Flex Ltd.
VMI / Valmont Industries, Inc.
A / Agilent Technologies, Inc.
BAP / Credicorp Ltd.
IWN / iShares Trust - iShares Russell 2000 Value ETF
KN / Knowles Corporation
PSX / Phillips 66
DVN / Devon Energy Corporation
AXON / Axon Enterprise, Inc.
HOLX / Hologic, Inc.
LHX / L3Harris Technologies, Inc.
ORCL / Oracle Corporation
MMC / Marsh & McLennan Companies, Inc.
PODD / Insulet Corporation
DE / Deere & Company
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
ABT / Abbott Laboratories
PAYC / Paycom Software, Inc.
SUPN / Supernus Pharmaceuticals, Inc.
ODFL / Old Dominion Freight Line, Inc.
PRFT / Perficient, Inc.
IT / Gartner, Inc.
KAI / Kadant Inc.
PXD / Pioneer Natural Resources Company
LUMN / Lumen Technologies, Inc.
TLK / Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk - Depositary Receipt (Common Stock)
BKLC / BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
BRKR / Bruker Corporation
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
PERI / Perion Network Ltd.
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
AXNX / Axonics, Inc.
HTHT / H World Group Limited - Depositary Receipt (Common Stock)
META / Meta Platforms, Inc.
AZO / AutoZone, Inc.
CHKP / Check Point Software Technologies Ltd.
ASB / Associated Banc-Corp
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
OPEN / Opendoor Technologies Inc.
BMY / Bristol-Myers Squibb Company
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note
USB / U.S. Bancorp
VOX / Vanguard World Fund - Vanguard Communication Services ETF
ORLY / O'Reilly Automotive, Inc.
EDU / New Oriental Education & Technology Group Inc. - Depositary Receipt (Common Stock)
LKQ / LKQ Corporation
IDXX / IDEXX Laboratories, Inc.
TSLA / Tesla, Inc.
SMPL / The Simply Good Foods Company
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
UPS / United Parcel Service, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DLX / Deluxe Corporation
TMO / Thermo Fisher Scientific Inc.
HEI / HEICO Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
SCCO / Southern Copper Corporation
DELL / Dell Technologies Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ET / Energy Transfer LP - Limited Partnership
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
ITT / ITT Inc.
FCN / FTI Consulting, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
NKE_KZ / NIKE, Inc.
HSY / The Hershey Company
VRSK / Verisk Analytics, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
PKG / Packaging Corporation of America
LEG / Leggett & Platt, Incorporated
SYK / Stryker Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
KRMA / Global X Funds - Global X Conscious Companies ETF
IBND / SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
FDIF / Fidelity Covington Trust - Fidelity Disruptors ETF
BRO / Brown & Brown, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
FHI / Federated Hermes, Inc.
CNI / Canadian National Railway Company
MDT / Medtronic plc
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
SHEL / Shell plc - Depositary Receipt (Common Stock)
KB / KB Financial Group Inc. - Depositary Receipt (Common Stock)
DRI / Darden Restaurants, Inc.
AQN / Algonquin Power & Utilities Corp.
NATL / NCR Atleos Corporation
PH / Parker-Hannifin Corporation
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
MLR / Miller Industries, Inc.
NXPI / NXP Semiconductors N.V.
NOW / ServiceNow, Inc.
SPY / SPDR S&P 500 ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
TMDX / TransMedics Group, Inc.
AJG / Arthur J. Gallagher & Co.
CAG / Conagra Brands, Inc.
QQQ / Invesco QQQ Trust, Series 1
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
BN / Brookfield Corporation
TJX / The TJX Companies, Inc.
CTAS / Cintas Corporation
ABBV / AbbVie Inc.
PINC / Premier, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
GIS / General Mills, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VTMX / Corporación Inmobiliaria Vesta, S.A.B. de C.V. - Depositary Receipt (Common Stock)
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
CNC / Centene Corporation
SWKS / Skyworks Solutions, Inc.
FI / Fiserv, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
GEV / GE Vernova Inc.
FAST / Fastenal Company
MS / Morgan Stanley
KO / The Coca-Cola Company
SXT / Sensient Technologies Corporation
DOV / Dover Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
D / Dominion Energy, Inc.
KMB / Kimberly-Clark Corporation
FLCH / Franklin Templeton ETF Trust - Franklin FTSE China ETF
CARR / Carrier Global Corporation
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
BFH / Bread Financial Holdings, Inc.
CHUY / Chuy's Holdings, Inc.
EBR.B / Centrais Elétricas Brasileiras S.A. - Eletrobrás - Depositary Receipt (Common Stock)
DV / DoubleVerify Holdings, Inc.
OBDC / Blue Owl Capital Corporation
PAA / Plains All American Pipeline, L.P. - Limited Partnership
TFX / Teleflex Incorporated
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
LRCX / Lam Research Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
CLB / Core Laboratories Inc.
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
YETI / YETI Holdings, Inc.
WERN / Werner Enterprises, Inc.
RPD / Rapid7, Inc.
PGNY / Progyny, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
APPF / AppFolio, Inc.
HELE / Helen of Troy Limited
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
WTRG / Essential Utilities, Inc.
HUBS / HubSpot, Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
C.WSA / Citigroup, Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ENTG / Entegris, Inc.
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
DEED / First Trust Exchange-Traded Fund VIII - First Trust TCW Securitized Plus ETF
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
TEL / TE Connectivity plc
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
SAFT / Safety Insurance Group, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
WHR / Whirlpool Corporation
SMCI / Super Micro Computer, Inc.
DUK / Duke Energy Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
STAG / STAG Industrial, Inc.
ZETA / Zeta Global Holdings Corp.
MCK / McKesson Corporation
TREX / Trex Company, Inc.
SNOW / Snowflake Inc.
HLNE / Hamilton Lane Incorporated
EPD / Enterprise Products Partners L.P. - Limited Partnership
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
CRL / Charles River Laboratories International, Inc.
UFPI / UFP Industries, Inc.
ULTA / Ulta Beauty, Inc.
CRMT / America's Car-Mart, Inc.
CHX / ChampionX Corporation
SUM / Summit Materials, Inc.
MGPI / MGP Ingredients, Inc.
BMI / Badger Meter, Inc.
CE / Celanese Corporation
SLP / Simulations Plus, Inc.
OPCH / Option Care Health, Inc.
NOMD / Nomad Foods Limited
ASAI / Sendas Distribuidora S.A. - Depositary Receipt (Common Stock)
GNTX / Gentex Corporation
WY / Weyerhaeuser Company
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
CTVA / Corteva, Inc.
PK / Park Hotels & Resorts Inc.
ASIX / AdvanSix Inc.
MRNA / Moderna, Inc.
AER / AerCap Holdings N.V.
VUG / Vanguard Index Funds - Vanguard Growth ETF
DT / Dynatrace, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
INTC / Intel Corporation
O / Realty Income Corporation
AXP / American Express Company
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
BA / The Boeing Company
TBBB / BBB Foods Inc.
BAC / Bank of America Corporation
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
GNRC / Generac Holdings Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
STE / STERIS plc
APH / Amphenol Corporation
ICLN / iShares Trust - iShares Global Clean Energy ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
C / Citigroup Inc. - Corporate Bond/Note
CRM / Salesforce, Inc.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
ARHS / Arhaus, Inc.
HALO / Halozyme Therapeutics, Inc.
RC / Ready Capital Corporation
GEN / Gen Digital Inc.
APOG / Apogee Enterprises, Inc.
BC / Brunswick Corporation
AVAV / AeroVironment, Inc.
RPM / RPM International Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
TRNO / Terreno Realty Corporation
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
DECK / Deckers Outdoor Corporation
JSI / Janus Detroit Street Trust - Janus Henderson Securitized Income ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
JCI / Johnson Controls International plc
BDX / Becton, Dickinson and Company
BAX / Baxter International Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
BLDR / Builders FirstSource, Inc.
WHD / Cactus, Inc.
AVY / Avery Dennison Corporation
BOOT / Boot Barn Holdings, Inc.
GNW / Genworth Financial, Inc.
ALL / The Allstate Corporation
BSX / Boston Scientific Corporation
FLGV / Franklin Templeton ETF Trust - Franklin U.S. Treasury Bond ETF
PYPL / PayPal Holdings, Inc.
DKNG / DraftKings Inc.
OMF / OneMain Holdings, Inc.
ADI / Analog Devices, Inc.
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
QCOM / QUALCOMM Incorporated
SO / The Southern Company
TIP / iShares Trust - iShares TIPS Bond ETF
NRG / NRG Energy, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
LULU / lululemon athletica inc.
COO / The Cooper Companies, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
MPWR / Monolithic Power Systems, Inc.
FN / Fabrinet
RRC / Range Resources Corporation
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
DOW / Dow Inc.
NTNX / Nutanix, Inc.
TROW / T. Rowe Price Group, Inc.
AZEK / The AZEK Company Inc.
MSFT / Microsoft Corporation
CRWD / CrowdStrike Holdings, Inc.
NFLX / Netflix, Inc.
KMI / Kinder Morgan, Inc.
KVUE / Kenvue Inc.
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
ZTS / Zoetis Inc.
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
IYT / iShares Trust - iShares U.S. Transportation ETF
CVS / CVS Health Corporation
AMGN / Amgen Inc.
IRM / Iron Mountain Incorporated
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VFH / Vanguard World Fund - Vanguard Financials ETF
FITB / Fifth Third Bancorp
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
CSCO / Cisco Systems, Inc.
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
HYXF / iShares Trust - iShares ESG Advanced High Yield Corporate Bond ETF
JNJ / Johnson & Johnson
ROK / Rockwell Automation, Inc.
GPC / Genuine Parts Company
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BAH / Booz Allen Hamilton Holding Corporation
ZBH / Zimmer Biomet Holdings, Inc.
BRK.B / Berkshire Hathaway Inc.
SMLV / SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
KLAC / KLA Corporation
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
CVX / Chevron Corporation
CARY / Angel Oak Funds Trust - Angel Oak Income ETF
UYLD / Angel Oak Funds Trust - Angel Oak UltraShort Income ETF
CW / Curtiss-Wright Corporation
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VAW / Vanguard World Fund - Vanguard Materials ETF
NPO / Enpro Inc.
POWI / Power Integrations, Inc.
MORN / Morningstar, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
EMXF / iShares Trust - iShares ESG Advanced MSCI EM ETF
IBB / iShares Trust - iShares Biotechnology ETF
AMZN / Amazon.com, Inc.
KIND / Nextdoor Holdings, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
CMI / Cummins Inc.
GPI / Group 1 Automotive, Inc.
FJP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Japan AlphaDEX Fund
MAIN / Main Street Capital Corporation
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SPG / Simon Property Group, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
TDY / Teledyne Technologies Incorporated
WM / Waste Management, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
NSC / Norfolk Southern Corporation
ABCB / Ameris Bancorp
IVW / iShares Trust - iShares S&P 500 Growth ETF
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
BRK.A / Berkshire Hathaway Inc.
WTS / Watts Water Technologies, Inc.
CVLT / Commvault Systems, Inc.
KNSL / Kinsale Capital Group, Inc.
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
RTX / RTX Corporation
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
FTNT / Fortinet, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
CPNG / Coupang, Inc.
EOG / EOG Resources, Inc.
MA / Mastercard Incorporated
ITGR / Integer Holdings Corporation
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
CXT / Crane NXT, Co.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
FIS / Fidelity National Information Services, Inc.
SHW / The Sherwin-Williams Company
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
OLLI / Ollie's Bargain Outlet Holdings, Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
EXPE / Expedia Group, Inc.
DBND / DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF
DHI / D.R. Horton, Inc.
MBB / iShares Trust - iShares MBS ETF
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
CHD / Church & Dwight Co., Inc.
ACN / Accenture plc
VTV / Vanguard Index Funds - Vanguard Value ETF
CDNS / Cadence Design Systems, Inc.
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PWR / Quanta Services, Inc.
LOW / Lowe's Companies, Inc.
GRBK / Green Brick Partners, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
GRMN / Garmin Ltd.
PLD / Prologis, Inc.
PEP / PepsiCo, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
MAR / Marriott International, Inc.
MSI / Motorola Solutions, Inc.
TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock)
CWEN / Clearway Energy, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MRVL / Marvell Technology, Inc.
CDW / CDW Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
LYTS / LSI Industries Inc.
ITW / Illinois Tool Works Inc.
TXN / Texas Instruments Incorporated
BJ / BJ's Wholesale Club Holdings, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MDY / SPDR S&P MidCap 400 ETF Trust
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
EWU / iShares Trust - iShares MSCI United Kingdom ETF
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
BKNG / Booking Holdings Inc.
PFE / Pfizer Inc.
SON / Sonoco Products Company
AFL / Aflac Incorporated
ADBE / Adobe Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
MU / Micron Technology, Inc.
RMD / ResMed Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
MMSI / Merit Medical Systems, Inc.
GRAB / Grab Holdings Limited
GS / The Goldman Sachs Group, Inc.
NVT / nVent Electric plc
RJF / Raymond James Financial, Inc.
ANET / Arista Networks Inc
F / Ford Motor Company
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
UBER / Uber Technologies, Inc.
MAN / ManpowerGroup Inc.
HYSA / BondBloxx ETF Trust - BondBloxx USD High Yield Bond Sector Rotation ETF
DMBS / DoubleLine ETF Trust - DoubleLine Mortgage ETF
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
IDLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
PANW / Palo Alto Networks, Inc.
FICO / Fair Isaac Corporation
TER / Teradyne, Inc.
COP / ConocoPhillips
EBC / Eastern Bankshares, Inc.
ISRG / Intuitive Surgical, Inc.
MCD / McDonald's Corporation
ADSK / Autodesk, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
XOM / Exxon Mobil Corporation
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
LGND / Ligand Pharmaceuticals Incorporated
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
KDP / Keurig Dr Pepper Inc.
MKSI / MKS Inc.
HI / Hillenbrand, Inc.
MFIC / MidCap Financial Investment Corporation
MOV / Movado Group, Inc.
SMP / Standard Motor Products, Inc.
TGT / Target Corporation
THC / Tenet Healthcare Corporation
LCII / LCI Industries
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
FNF / Fidelity National Financial, Inc.
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
WNS / WNS (Holdings) Limited
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
CELH / Celsius Holdings, Inc.
ED / Consolidated Edison, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
DSGX / The Descartes Systems Group Inc.
CSMD / Professionally Managed Portfolios - Congress SMid Growth ETF
UNH / UnitedHealth Group Incorporated
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SBUX / Starbucks Corporation
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
MO / Altria Group, Inc.
PAYX / Paychex, Inc.
VCEL / Vericel Corporation
IGOV / iShares Trust - iShares International Treasury Bond ETF
CZWI / Citizens Community Bancorp, Inc.
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
FLGB / Franklin Templeton ETF Trust - Franklin FTSE United Kingdom ETF
TD / The Toronto-Dominion Bank
SKY / Champion Homes, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
UFPT / UFP Technologies, Inc.
SJM / The J. M. Smucker Company
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
TRV / The Travelers Companies, Inc.
CLX / The Clorox Company
MPC / Marathon Petroleum Corporation
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
WSM / Williams-Sonoma, Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
GLD / SPDR Gold Trust
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
FIX / Comfort Systems USA, Inc.
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
NDAQ / Nasdaq, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
MRK / Merck & Co., Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
KNF / Knife River Corporation
ETN / Eaton Corporation plc
GILD / Gilead Sciences, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ONTO / Onto Innovation Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
WMB / The Williams Companies, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
H / Hyatt Hotels Corporation
CSW / CSW Industrials, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SM / SM Energy Company
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
QLYS / Qualys, Inc.
BK / The Bank of New York Mellon Corporation
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
SLB / Schlumberger Limited
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
FOF / Cohen & Steers Closed-End Opportunity Fund, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IWB / iShares Trust - iShares Russell 1000 ETF
MDLZ / Mondelez International, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
TMHC / Taylor Morrison Home Corporation
EME / EMCOR Group, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
AMT / American Tower Corporation
WST / West Pharmaceutical Services, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
ECL / Ecolab Inc.
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
BCPC / Balchem Corporation
HD / The Home Depot, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ZS / Zscaler, Inc.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
MCO / Moody's Corporation
HAL / Halliburton Company
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
AAPL / Apple Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
WEC / WEC Energy Group, Inc.
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
AVGO / Broadcom Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
LEN / Lennar Corporation
SPB / Spectrum Brands Holdings, Inc.
KEYS / Keysight Technologies, Inc.
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
DAL / Delta Air Lines, Inc.
NGVT / Ingevity Corporation
OKE / ONEOK, Inc.
AIZ / Assurant, Inc.
ARCC / Ares Capital Corporation
JEF / Jefferies Financial Group Inc.
WMT / Walmart Inc.
COHR / Coherent Corp.
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
HUN / Huntsman Corporation