Market Value725,231,139
Total Holdings646
File Date2025-01-27
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)
OGN / Organon & Co.
DUK / Duke Energy Corporation
AZZ / AZZ Inc.
OVV / Ovintiv Inc.
HAL / Halliburton Company
ITT / ITT Inc.
GIS / General Mills, Inc.
OARK / Tidal Trust II - YieldMax Innovation Option Income Strategy ETF
BLK / BlackRock, Inc.
LADR / Ladder Capital Corp
CMI / Cummins Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
IFF / International Flavors & Fragrances Inc.
UAL / United Airlines Holdings, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
GM / General Motors Company
DOW / Dow Inc.
AMP / Ameriprise Financial, Inc.
BILL / BILL Holdings, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
KT / KT Corporation - Depositary Receipt (Common Stock)
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GRMN / Garmin Ltd.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DVY / iShares Trust - iShares Select Dividend ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
IP / International Paper Company
GPRE / Green Plains Inc.
VRT / Vertiv Holdings Co
GWW / W.W. Grainger, Inc.
DELL / Dell Technologies Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
BLDR / Builders FirstSource, Inc.
THO / THOR Industries, Inc.
HUBS / HubSpot, Inc.
EWW / iShares, Inc. - iShares MSCI Mexico ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
RWAY / Runway Growth Finance Corp.
MRK / Merck & Co., Inc.
PACS / PACS Group, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
IAU / iShares Gold Trust
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
ONTO / Onto Innovation Inc.
ADSE / ADS-TEC Energy PLC
GS / The Goldman Sachs Group, Inc.
H / Hyatt Hotels Corporation
XOM / Exxon Mobil Corporation
LOPE / Grand Canyon Education, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
SO / The Southern Company
KHC / The Kraft Heinz Company
COST / Costco Wholesale Corporation
BK / The Bank of New York Mellon Corporation
CHTR / Charter Communications, Inc.
ALL / The Allstate Corporation
SWKS / Skyworks Solutions, Inc.
PHM / PulteGroup, Inc.
AVY / Avery Dennison Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
CLOV / Clover Health Investments, Corp.
HCA / HCA Healthcare, Inc.
FTV / Fortive Corporation
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
STZ / Constellation Brands, Inc.
SAVEQ / Spirit Airlines, Inc.
W / Wayfair Inc.
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
C.WSA / Citigroup, Inc.
LRCX / Lam Research Corporation
DASH / DoorDash, Inc.
SMCI / Super Micro Computer, Inc.
VTR / Ventas, Inc.
PWR / Quanta Services, Inc.
VICI / VICI Properties Inc.
PEG / Public Service Enterprise Group Incorporated
BIIB / Biogen Inc.
MTB / M&T Bank Corporation
NEU / NewMarket Corporation
ALB / Albemarle Corporation
ROL / Rollins, Inc.
CMPS / COMPASS Pathways plc - Depositary Receipt (Common Stock)
CAH / Cardinal Health, Inc.
UDR / UDR, Inc.
DOC / Healthpeak Properties, Inc.
STLD / Steel Dynamics, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ARE / Alexandria Real Estate Equities, Inc.
JNPR / Juniper Networks, Inc.
IXC / iShares Trust - iShares Global Energy ETF
DVA / DaVita Inc.
DOV / Dover Corporation
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
CAG / Conagra Brands, Inc.
ILMN / Illumina, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
TAP / Molson Coors Beverage Company
TDOC / Teladoc Health, Inc.
AEE / Ameren Corporation
EXPE / Expedia Group, Inc.
MOH / Molina Healthcare, Inc.
NVR / NVR, Inc.
CF / CF Industries Holdings, Inc.
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
AOS / A. O. Smith Corporation
KDP / Keurig Dr Pepper Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
AIZ / Assurant, Inc.
STT / State Street Corporation
ICE / Intercontinental Exchange, Inc.
DLR / Digital Realty Trust, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
NTAP / NetApp, Inc.
BIPC / Brookfield Infrastructure Corporation
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
RL / Ralph Lauren Corporation
MSI / Motorola Solutions, Inc.
ADM / Archer-Daniels-Midland Company
DXC / DXC Technology Company
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ADP / Automatic Data Processing, Inc.
RJF / Raymond James Financial, Inc.
TER / Teradyne, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
STE / STERIS plc
DKNG / DraftKings Inc.
RIVN / Rivian Automotive, Inc.
HSIC / Henry Schein, Inc.
NDAQ / Nasdaq, Inc.
CTSH / Cognizant Technology Solutions Corporation
CGUS / Capital Group Core Equity ETF
Z / Zillow Group, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
LSCC / Lattice Semiconductor Corporation
BXP / Boston Properties, Inc.
TDG / TransDigm Group Incorporated
HPQ / HP Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BKR / Baker Hughes Company
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
RSG / Republic Services, Inc.
EEFT / Euronet Worldwide, Inc.
ULTA / Ulta Beauty, Inc.
NVDY / Tidal Trust II - YieldMax NVDA Option Income Strategy ETF
TMUS / T-Mobile US, Inc.
XYL / Xylem Inc.
FRT / Federal Realty Investment Trust
REGN / Regeneron Pharmaceuticals, Inc.
L / Loews Corporation
HPE / Hewlett Packard Enterprise Company
APLY / Tidal Trust II - YieldMax AAPL Option Income Strategy ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
IYW / iShares Trust - iShares U.S. Technology ETF
SPG / Simon Property Group, Inc.
FANG / Diamondback Energy, Inc.
HRL / Hormel Foods Corporation
SRE / Sempra
AON / Aon plc
BDX / Becton, Dickinson and Company
DIV / Global X Funds - Global X SuperDividend U.S. ETF
CHPT / ChargePoint Holdings, Inc.
BIDD / BlackRock ETF Trust - iShares International Dividend Active ETF
OMC / Omnicom Group Inc.
EL / The Estée Lauder Companies Inc.
ED / Consolidated Edison, Inc.
IDXX / IDEXX Laboratories, Inc.
WEC / WEC Energy Group, Inc.
PRU / Prudential Financial, Inc.
PH / Parker-Hannifin Corporation
BCAL / California BanCorp.
CACI / CACI International Inc
MBC / MasterBrand, Inc.
CMF / iShares Trust - iShares California Muni Bond ETF
MYGN / Myriad Genetics, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
NSA / National Storage Affiliates Trust
FTXL / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Semiconductor ETF
DT / Dynatrace, Inc.
CELH / Celsius Holdings, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
RIOT / Riot Platforms, Inc.
ILCG / iShares Trust - iShares Morningstar Growth ETF
DHI / D.R. Horton, Inc.
MRCC / Monroe Capital Corporation
MAIN / Main Street Capital Corporation
EVTR / Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF
CIWV / Citizens Financial Corp.
MBB / iShares Trust - iShares MBS ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
GE / General Electric Company
BMO / Bank of Montreal
DX / Dynex Capital, Inc.
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
PTY / PIMCO Corporate & Income Opportunity Fund
TPR / Tapestry, Inc.
GSBD / Goldman Sachs BDC, Inc.
PGR / The Progressive Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
JEF / Jefferies Financial Group Inc.
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
PNC / The PNC Financial Services Group, Inc.
CCSO / Tidal ETF Trust II - Carbon Collective Climate Solutions U.S. Equity ETF
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
ARES / Ares Management Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
UEC / Uranium Energy Corp.
NMRK / Newmark Group, Inc.
WD / Walker & Dunlop, Inc.
SHIM / Shimmick Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
TGT / Target Corporation
ACGL / Arch Capital Group Ltd.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
IDMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
TT / Trane Technologies plc
EQIX / Equinix, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
GRAB / Grab Holdings Limited
EARN / Ellington Credit Company
IYF / iShares Trust - iShares U.S. Financials ETF
CMBS / iShares Trust - iShares CMBS ETF
CCEP / Coca-Cola Europacific Partners PLC
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
MIDD / The Middleby Corporation
PII / Polaris Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
B / Barrick Mining Corporation
HII / Huntington Ingalls Industries, Inc.
LGIH / LGI Homes, Inc.
NIXT / EA Series Trust - Research Affiliates Deletions ETF
LFVN / LifeVantage Corporation
MCO / Moody's Corporation
CRSP / CRISPR Therapeutics AG
APA / APA Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SMCI / Super Micro Computer, Inc.
WPC / W. P. Carey Inc.
DJT / Trump Media & Technology Group Corp.
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
ET / Energy Transfer LP - Limited Partnership
EBAY / eBay Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
HON / Honeywell International Inc.
AXP / American Express Company
FDX / FedEx Corporation
VEEV / Veeva Systems Inc.
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
AMD / Advanced Micro Devices, Inc.
MPLX / MPLX LP - Limited Partnership
APD / Air Products and Chemicals, Inc.
OIH / VanEck ETF Trust - VanEck Oil Services ETF
KVUE / Kenvue Inc.
G / Genpact Limited
CMS / CMS Energy Corporation
GLD / SPDR Gold Trust
ORLY / O'Reilly Automotive, Inc.
VTRS / Viatris Inc.
CEG / Constellation Energy Corporation
WTW / Willis Towers Watson Public Limited Company
URNJ / Sprott Funds Trust - Sprott Junior Uranium Miners ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
INVA / Innoviva, Inc.
LRCX / Lam Research Corporation
XEL / Xcel Energy Inc.
DE / Deere & Company
NKE_KZ / NIKE, Inc.
MP / MP Materials Corp.
TRGP / Targa Resources Corp.
ETR / Entergy Corporation
SPE / Special Opportunities Fund, Inc.
PTLO / Portillo's Inc.
CUBE / CubeSmart
TXT / Textron Inc.
TEL / TE Connectivity plc
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
EW / Edwards Lifesciences Corporation
CME / CME Group Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
HLT / Hilton Worldwide Holdings Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
COF / Capital One Financial Corporation
ONON / On Holding AG
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
HBAN / Huntington Bancshares Incorporated
APTV / Aptiv PLC
BMRN / BioMarin Pharmaceutical Inc.
QTUM / ETF Series Solutions - Defiance Quantum ETF
CHD / Church & Dwight Co., Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
LNG / Cheniere Energy, Inc.
CTVA / Corteva, Inc.
RKLB / Rocket Lab Corporation
EQR / Equity Residential
QRVO / Qorvo, Inc.
T / AT&T Inc.
LCID / Lucid Group, Inc.
RMD / ResMed Inc.
IBIT / iShares Bitcoin Trust ETF
NWS / News Corporation
WELL / Welltower Inc.
NXPI / NXP Semiconductors N.V.
LHX / L3Harris Technologies, Inc.
URA / Global X Funds - Global X Uranium ETF
MCK / McKesson Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
NVDA / NVIDIA Corporation
CRM / Salesforce, Inc.
TOST / Toast, Inc.
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
ETHE / Grayscale Ethereum Trust
SEELQ / Seelos Therapeutics, Inc.
CCO / Clear Channel Outdoor Holdings, Inc.
TSCO / Tractor Supply Company
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
APTV / Aptiv PLC
WDC / Western Digital Corporation
KMX / CarMax, Inc.
SPXC / SPX Technologies, Inc.
HIG / The Hartford Insurance Group, Inc.
MLM / Martin Marietta Materials, Inc.
KMI / Kinder Morgan, Inc.
PFG / Principal Financial Group, Inc.
EIX / Edison International
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
DINO / HF Sinclair Corporation
SWK / Stanley Black & Decker, Inc.
LYV / Live Nation Entertainment, Inc.
MNDY / monday.com Ltd.
LDOS / Leidos Holdings, Inc.
ESS / Essex Property Trust, Inc.
KMB / Kimberly-Clark Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CPB / The Campbell's Company
COR / Cencora, Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
MAT / Mattel, Inc.
KKR / KKR & Co. Inc.
ETH / Grayscale Ethereum Mini Trust ETF
ANSS / ANSYS, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
CSGP / CoStar Group, Inc.
DXCM / DexCom, Inc.
LH / Labcorp Holdings Inc.
TSLY / Tidal Trust II - YieldMax TSLA Option Income Strategy ETF
ATO / Atmos Energy Corporation
TLTW / iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TFX / Teleflex Incorporated
PAYX / Paychex, Inc.
IBKR / Interactive Brokers Group, Inc.
PLD / Prologis, Inc.
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
QSR / Restaurant Brands International Inc.
GTLB / GitLab Inc.
INVH / Invitation Homes Inc.
DTE / DTE Energy Company
CIM / Chimera Investment Corporation
IVZ / Invesco Ltd.
BBY / Best Buy Co., Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
DFS / Discover Financial Services
F / Ford Motor Company
MGM / MGM Resorts International
GRAL / GRAIL, Inc.
AZO / AutoZone, Inc.
BAH / Booz Allen Hamilton Holding Corporation
FERG / Ferguson Enterprises Inc.
EVTV / Envirotech Vehicles, Inc.
RGA / Reinsurance Group of America, Incorporated
CG / The Carlyle Group Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AEO / American Eagle Outfitters, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BUYW / Northern Lights Fund Trust IV - Main BuyWrite ETF
TMAT / Northern Lights Fund Trust IV - Main Thematic Innovation ETF
VLO / Valero Energy Corporation
MKC / McCormick & Company, Incorporated
IVV / iShares Trust - iShares Core S&P 500 ETF
WISE / Themes ETF Trust - Themes Generative Artificial Intelligence ETF
PNW / Pinnacle West Capital Corporation
HIMS / Hims & Hers Health, Inc.
LPTH / LightPath Technologies, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ELS / Equity LifeStyle Properties, Inc.
USB / U.S. Bancorp
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
CTRA / Coterra Energy Inc.
HOLX / Hologic, Inc.
BC / Brunswick Corporation
PFE / Pfizer Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
PEP / PepsiCo, Inc.
AN / AutoNation, Inc.
NRG / NRG Energy, Inc.
ABBV / AbbVie Inc.
IAC / IAC Inc.
ADPT / Adaptive Biotechnologies Corporation
SFL / SFL Corporation Ltd.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
WM / Waste Management, Inc.
HWM / Howmet Aerospace Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IRM / Iron Mountain Incorporated
PLTR / Palantir Technologies Inc.
ATAI / Atai Life Sciences N.V.
JNJ / Johnson & Johnson
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
SVOL / Simplify Exchange Traded Funds - Simplify Volatility Premium ETF
IONQ / IonQ, Inc.
AMGN / Amgen Inc.
TFC / Truist Financial Corporation
MMM / 3M Company
TYL / Tyler Technologies, Inc.
SECT / Northern Lights Fund Trust IV - Main Sector Rotation ETF
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
LFMD / LifeMD, Inc.
SEE / Sealed Air Corporation
EG / Everest Group, Ltd.
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
ENLC / EnLink Midstream, LLC
MKTX / MarketAxess Holdings Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
MO / Altria Group, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
SPEU / SPDR Index Shares Funds - SPDR Portfolio Europe ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
DGX / Quest Diagnostics Incorporated
ECL / Ecolab Inc.
ALTR / Altair Engineering Inc.
RPM / RPM International Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
WBA / Walgreens Boots Alliance, Inc.
HYEM / VanEck ETF Trust - VanEck Emerging Markets High Yield Bond ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
YUMC / Yum China Holdings, Inc.
ZION / Zions Bancorporation, National Association
HOOD / Robinhood Markets, Inc.
ADI / Analog Devices, Inc.
CL / Colgate-Palmolive Company
NEM / Newmont Corporation
SOFI / SoFi Technologies, Inc.
QQQ / Invesco QQQ Trust, Series 1
SU / Suncor Energy Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
CMG / Chipotle Mexican Grill, Inc.
TPG / TPG Inc.
ELV / Elevance Health, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
OBDC / Blue Owl Capital Corporation
PPL / PPL Corporation
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
VRTX / Vertex Pharmaceuticals Incorporated
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
WEN / The Wendy's Company
PEO / Adams Natural Resources Fund, Inc.
MWA / Mueller Water Products, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
PTC / PTC Inc.
AGNC / AGNC Investment Corp.
ENSG / The Ensign Group, Inc.
JCI / Johnson Controls International plc
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
NET / Cloudflare, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SAND / Sandstorm Gold Ltd.
CCI / Crown Castle Inc.
K / Kellanova
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
IDV / iShares Trust - iShares International Select Dividend ETF
RBLX / Roblox Corporation
AYI / Acuity Inc.
TRV / The Travelers Companies, Inc.
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
CMCSA / Comcast Corporation
TXN / Texas Instruments Incorporated
PANW / Palo Alto Networks, Inc.
ECON / Columbia ETF Trust II - Columbia Research Enhanced Emerging Economies ETF
OEF / iShares Trust - iShares S&P 100 ETF
OKE / ONEOK, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
EPRT / Essential Properties Realty Trust, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
MDY / SPDR S&P MidCap 400 ETF Trust
CLX / The Clorox Company
WSO / Watsco, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
OWL / Blue Owl Capital Inc.
BATRA / Atlanta Braves Holdings, Inc.
AAL / American Airlines Group Inc.
MDB / MongoDB, Inc.
MFC / Manulife Financial Corporation
FULT / Fulton Financial Corporation
GGG / Graco Inc.
EQT / EQT Corporation
SCHW / The Charles Schwab Corporation
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
MNKD / MannKind Corporation
WBD / Warner Bros. Discovery, Inc.
NEE / NextEra Energy, Inc.
APO / Apollo Global Management, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
EOG / EOG Resources, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DIS / The Walt Disney Company
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
NSC / Norfolk Southern Corporation
MDLZ / Mondelez International, Inc.
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
CB / Chubb Limited
LMT / Lockheed Martin Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
DG / Dollar General Corporation
FFIN / First Financial Bankshares, Inc.
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GEV / GE Vernova Inc.
CLF / Cleveland-Cliffs Inc.
WCN / Waste Connections, Inc.
LBRDK / Liberty Broadband Corporation
CDE / Coeur Mining, Inc.
KO / The Coca-Cola Company
SPGI / S&P Global Inc.
LEN / Lennar Corporation
EVRG / Evergy, Inc.
HR / Healthcare Realty Trust Incorporated
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
PARA / Paramount Global
MMC / Marsh & McLennan Companies, Inc.
CGXU / Capital Group International Focus Equity ETF
TPC / Tutor Perini Corporation
UPS / United Parcel Service, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IR / Ingersoll Rand Inc.
ITW / Illinois Tool Works Inc.
MSTR / Strategy Inc
S / SentinelOne, Inc.
GILD / Gilead Sciences, Inc.
MRNA / Moderna, Inc.
DD / DuPont de Nemours, Inc.
PSA / Public Storage
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
DAPP / VanEck ETF Trust - VanEck Digital Transformation ETF
NWE / NorthWestern Energy Group, Inc.
IPO / Renaissance Capital Greenwich Funds - Renaissance IPO ETF
FBIN / Fortune Brands Innovations, Inc.
ISRG / Intuitive Surgical, Inc.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
BKH / Black Hills Corporation
TJX / The TJX Companies, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DOCU / DocuSign, Inc.
HSY / The Hershey Company
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
GERN / Geron Corporation
PKG / Packaging Corporation of America
UBER / Uber Technologies, Inc.
SLGN / Silgan Holdings Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
JSTC / Tidal Trust I - Adasina Social Justice All Cap Global ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
KEYS / Keysight Technologies, Inc.
NLY / Annaly Capital Management, Inc.
HES / Hess Corporation
OXY / Occidental Petroleum Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
O / Realty Income Corporation
VTS / Vitesse Energy, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
FOUR / Shift4 Payments, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
RF / Regions Financial Corporation
EMR / Emerson Electric Co.
HG / Hamilton Insurance Group, Ltd.
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
IWM / iShares Trust - iShares Russell 2000 ETF
MAA / Mid-America Apartment Communities, Inc.
JBLU / JetBlue Airways Corporation
PG / The Procter & Gamble Company
WMT / Walmart Inc.
SNAP / Snap Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
FCEL / FuelCell Energy, Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
ADSK / Autodesk, Inc.
PSX / Phillips 66
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CWST / Casella Waste Systems, Inc.
CSL / Carlisle Companies Incorporated
PYPL / PayPal Holdings, Inc.
ARGT / Global X Funds - Global X MSCI Argentina ETF
SG / Sweetgreen, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BLDP / Ballard Power Systems Inc.
EXPD / Expeditors International of Washington, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
KLG / WK Kellogg Co
XYZ / Block, Inc.
FI / Fiserv, Inc.
MDT / Medtronic plc
SYY / Sysco Corporation
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
CCJ / Cameco Corporation
APLE / Apple Hospitality REIT, Inc.
BKNG / Booking Holdings Inc.
TTC / The Toro Company
PPG / PPG Industries, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
JWN / Nordstrom, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
AFL / Aflac Incorporated
ALHC / Alignment Healthcare, Inc.
EQL / ALPS ETF Trust - ALPS Equal Sector Weight ETF
OC / Owens Corning
PINS / Pinterest, Inc.
MVPA / Advisor Managed Portfolios - Miller Value Partners Appreciation Etf Fund
SNPS / Synopsys, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
DAL / Delta Air Lines, Inc.
FTNT / Fortinet, Inc.
SCM / Stellus Capital Investment Corporation
EVR / Evercore Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
IBM / International Business Machines Corporation
MNMD / Mind Medicine (MindMed) Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
REG / Regency Centers Corporation
FUBO / fuboTV Inc.
GLPI / Gaming and Leisure Properties, Inc.
EXC / Exelon Corporation
SNOW / Snowflake Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
WYNN / Wynn Resorts, Limited
KOSS / Koss Corporation
PNTG / The Pennant Group, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
ASH / Ashland Inc.
BBDC / Barings BDC, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
CCL / Carnival Corporation & plc
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CYBN / Cybin Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MU / Micron Technology, Inc.
DLTR / Dollar Tree, Inc.
CBRE / CBRE Group, Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
WY / Weyerhaeuser Company
BCS / Barclays PLC - Depositary Receipt (Common Stock)
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
WBX / Wallbox N.V.
KD / Kyndryl Holdings, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
STWD / Starwood Property Trust, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
SNA / Snap-on Incorporated
BRK.B / Berkshire Hathaway Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
TIP / iShares Trust - iShares TIPS Bond ETF
BRK.A / Berkshire Hathaway Inc.
GD / General Dynamics Corporation
KR / The Kroger Co.
NBIX / Neurocrine Biosciences, Inc.
UNP / Union Pacific Corporation
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
CE / Celanese Corporation
CTRE / CareTrust REIT, Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
DHR / Danaher Corporation
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
MRVL / Marvell Technology, Inc.
SYK / Stryker Corporation
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
INSW / International Seaways, Inc.
TSLA / Tesla, Inc.
BWA / BorgWarner Inc.
FIX / Comfort Systems USA, Inc.
INTU / Intuit Inc.
MCHP / Microchip Technology Incorporated
MAS / Masco Corporation
ENB / Enbridge Inc.
INTC / Intel Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
EIG / Employers Holdings, Inc.
BX / Blackstone Inc.
JBHT / J.B. Hunt Transport Services, Inc.
RTX / RTX Corporation
SYM / Symbotic Inc.
SPY / SPDR S&P 500 ETF
SLB / Schlumberger Limited
VKTX / Viking Therapeutics, Inc.
GEHC / GE HealthCare Technologies Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
CRWD / CrowdStrike Holdings, Inc.
RCL / Royal Caribbean Cruises Ltd.
NOC / Northrop Grumman Corporation
PRGO / Perrigo Company plc
D / Dominion Energy, Inc.
EVV / Eaton Vance Limited Duration Income Fund
BSX / Boston Scientific Corporation
BIPC / Brookfield Infrastructure Corporation
EMN / Eastman Chemical Company
COP / ConocoPhillips
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
NCLH / Norwegian Cruise Line Holdings Ltd.
GSK / GSK plc - Depositary Receipt (Common Stock)
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AKAM / Akamai Technologies, Inc.
NUE / Nucor Corporation
AEP / American Electric Power Company, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
GPN / Global Payments Inc.
SOLV / Solventum Corporation
ARR / ARMOUR Residential REIT, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
PCAR / PACCAR Inc
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TTWO / Take-Two Interactive Software, Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
DDOG / Datadog, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AJG / Arthur J. Gallagher & Co.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
DOMO / Domo, Inc.
USO / United States Oil Fund, LP - Limited Partnership
IEX / IDEX Corporation
TEAM / Atlassian Corporation
MCD / McDonald's Corporation
CNI / Canadian National Railway Company
VRSN / VeriSign, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
ARTY / iShares Trust - iShares Future AI & Tech ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
DTM / DT Midstream, Inc.
ZM / Zoom Communications Inc.
YUM / Yum! Brands, Inc.
SLV / iShares Silver Trust
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
FITB / Fifth Third Bancorp
DEI / Douglas Emmett, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
CDNS / Cadence Design Systems, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
NI / NiSource Inc.
OHI / Omega Healthcare Investors, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
SPB / Spectrum Brands Holdings, Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SNDR / Schneider National, Inc.
MKL / Markel Group Inc.
RDZN / Roadzen, Inc.
CNP / CenterPoint Energy, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IBB / iShares Trust - iShares Biotechnology ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
HST / Host Hotels & Resorts, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF