Market Value1,303,877,377
Total Holdings605
File Date2024-02-12
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)
SBAC / SBA Communications Corporation
GILD / Gilead Sciences, Inc.
MCD / McDonald's Corporation
INDA / iShares Trust - iShares MSCI India ETF
CVS / CVS Health Corporation
HPQ / HP Inc.
CHD / Church & Dwight Co., Inc.
COP / ConocoPhillips
PSX / Phillips 66
HD / The Home Depot, Inc.
MSI / Motorola Solutions, Inc.
SWKS / Skyworks Solutions, Inc.
VLO / Valero Energy Corporation
TRV / The Travelers Companies, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
COF / Capital One Financial Corporation
FCX / Freeport-McMoRan Inc.
GD / General Dynamics Corporation
GPC / Genuine Parts Company
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PSA / Public Storage
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
ENTG / Entegris, Inc.
EOG / EOG Resources, Inc.
KHC / The Kraft Heinz Company
ORAN / Orange S.A. - Depositary Receipt (Common Stock)
BSX / Boston Scientific Corporation
AMT / American Tower Corporation
T / AT&T Inc.
WMB / The Williams Companies, Inc.
GLW / Corning Incorporated
FAST / Fastenal Company
EWJ / iShares, Inc. - iShares MSCI Japan ETF
HRL / Hormel Foods Corporation
IDXX / IDEXX Laboratories, Inc.
SYK / Stryker Corporation
JSML / Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF
SYY / Sysco Corporation
AXP / American Express Company
STLD / Steel Dynamics, Inc.
MAC / The Macerich Company
ACWI / iShares Trust - iShares MSCI ACWI ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
MBB / iShares Trust - iShares MBS ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
NEOG / Neogen Corporation
ZTS / Zoetis Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CRM / Salesforce, Inc.
MCK / McKesson Corporation
DCI / Donaldson Company, Inc.
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
OC / Owens Corning
CTLP / Cantaloupe, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
ILMN / Illumina, Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
EXR / Extra Space Storage Inc.
D / Dominion Energy, Inc.
FRSH / Freshworks Inc.
HIG / The Hartford Insurance Group, Inc.
MET / MetLife, Inc.
IVZ / Invesco Ltd.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
PCYO / Pure Cycle Corporation
ROK / Rockwell Automation, Inc.
GOOGL / Alphabet Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ON / ON Semiconductor Corporation
NFLX / Netflix, Inc.
VKTX / Viking Therapeutics, Inc.
HWKN / Hawkins, Inc.
ALL / The Allstate Corporation
AER / AerCap Holdings N.V.
AZO / AutoZone, Inc.
IOO / iShares Trust - iShares Global 100 ETF
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
FITB / Fifth Third Bancorp
A / Agilent Technologies, Inc.
GIS / General Mills, Inc.
OTIS / Otis Worldwide Corporation
UBER / Uber Technologies, Inc.
CBOE / Cboe Global Markets, Inc.
ROP / Roper Technologies, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
TJX / The TJX Companies, Inc.
AMGN / Amgen Inc.
ARE / Alexandria Real Estate Equities, Inc.
STKL / SunOpta Inc.
NVRO / Nevro Corp.
VRSK / Verisk Analytics, Inc.
BAX / Baxter International Inc.
NTRS / Northern Trust Corporation
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
CARR / Carrier Global Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
SHW / The Sherwin-Williams Company
WELL / Welltower Inc.
ACN / Accenture plc
COTY / Coty Inc.
VCEL / Vericel Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BR / Broadridge Financial Solutions, Inc.
WU / The Western Union Company
LRCX / Lam Research Corporation
STIM / Neuronetics, Inc.
NWN / Northwest Natural Holding Company
TEL / TE Connectivity plc
C.WSA / Citigroup, Inc.
STZ / Constellation Brands, Inc.
ZUO / Zuora, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
REET / iShares Trust - iShares Global REIT ETF
LH / Labcorp Holdings Inc.
AKAM / Akamai Technologies, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
NDSN / Nordson Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
DOW / Dow Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
LLY / Eli Lilly and Company
PHYS / Sprott Physical Gold Trust
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
KR / The Kroger Co.
RELX / RELX PLC - Depositary Receipt (Common Stock)
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GEHC / GE HealthCare Technologies Inc.
PGR / The Progressive Corporation
TXN / Texas Instruments Incorporated
VFH / Vanguard World Fund - Vanguard Financials ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
CCEP / Coca-Cola Europacific Partners PLC
DY / Dycom Industries, Inc.
TRU / TransUnion
GS / The Goldman Sachs Group, Inc.
CP / Canadian Pacific Kansas City Limited
BMI / Badger Meter, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
ALC / Alcon Inc.
BBY / Best Buy Co., Inc.
ORCL / Oracle Corporation
TSCO / Tractor Supply Company
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
PAYX / Paychex, Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
WAFD / WaFd, Inc
IWV / iShares Trust - iShares Russell 3000 ETF
KEY / KeyCorp
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
GVA / Granite Construction Incorporated
CNI / Canadian National Railway Company
RLJ / RLJ Lodging Trust
SNY / Sanofi - Depositary Receipt (Common Stock)
LIN / Linde plc
CHPT / ChargePoint Holdings, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
LHX / L3Harris Technologies, Inc.
USB / U.S. Bancorp
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
KKR / KKR & Co. Inc.
PNM / PNM Resources, Inc.
DAR / Darling Ingredients Inc.
PFE / Pfizer Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
PEG / Public Service Enterprise Group Incorporated
INTC / Intel Corporation
PAYC / Paycom Software, Inc.
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
CLX / The Clorox Company
WPP / WPP plc - Depositary Receipt (Common Stock)
ICLR / ICON Public Limited Company
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
JAMF / Jamf Holding Corp.
GMAB / Genmab A/S - Depositary Receipt (Common Stock)
DGII / Digi International Inc.
SPG / Simon Property Group, Inc.
APO / Apollo Global Management, Inc.
ITW / Illinois Tool Works Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
ATO / Atmos Energy Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
COR / Cencora, Inc.
BMO / Bank of Montreal
PNR / Pentair plc
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
GT / The Goodyear Tire & Rubber Company
AGZ / iShares Trust - iShares Agency Bond ETF
BXSL / Blackstone Secured Lending Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
CSCO / Cisco Systems, Inc.
MOVE / Movano Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
EMN / Eastman Chemical Company
MRO / Marathon Oil Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IBB / iShares Trust - iShares Biotechnology ETF
PII / Polaris Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
BCS / Barclays PLC - Depositary Receipt (Common Stock)
MCO / Moody's Corporation
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
PH / Parker-Hannifin Corporation
IEUR / iShares Trust - iShares Core MSCI Europe ETF
AEP / American Electric Power Company, Inc.
UNM / Unum Group
DB / Deutsche Bank Aktiengesellschaft
IVW / iShares Trust - iShares S&P 500 Growth ETF
WSO / Watsco, Inc.
CTAS / Cintas Corporation
EW / Edwards Lifesciences Corporation
TAP / Molson Coors Beverage Company
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
CPRT / Copart, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
MSCI / MSCI Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
REGN / Regeneron Pharmaceuticals, Inc.
AMAT / Applied Materials, Inc.
INTU / Intuit Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
HLT / Hilton Worldwide Holdings Inc.
WIT / Wipro Limited - Depositary Receipt (Common Stock)
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
DHI / D.R. Horton, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
ICL / ICL Group Ltd
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
LYB / LyondellBasell Industries N.V.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
DUK / Duke Energy Corporation
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
MRK / Merck & Co., Inc.
TECH / Bio-Techne Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
TMUS / T-Mobile US, Inc.
DXCM / DexCom, Inc.
SLB / Schlumberger Limited
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
FCNCA / First Citizens BancShares, Inc.
NSC / Norfolk Southern Corporation
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
TFC / Truist Financial Corporation
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SPGI / S&P Global Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
J / Jacobs Solutions Inc.
IT / Gartner, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SCHW / The Charles Schwab Corporation
LASR / nLIGHT, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
STOK / Stoke Therapeutics, Inc.
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
EXPD / Expeditors International of Washington, Inc.
SPY / SPDR S&P 500 ETF
LOUP / Innovator ETFs Trust - Innovator Deepwater Frontier Tech ETF
FUL / H.B. Fuller Company
UBS / UBS Group AG
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
ALB / Albemarle Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ADM / Archer-Daniels-Midland Company
CMCSA / Comcast Corporation
LNT / Alliant Energy Corporation
ADP / Automatic Data Processing, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
HSY / The Hershey Company
NVT / nVent Electric plc
MDY / SPDR S&P MidCap 400 ETF Trust
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
BN / Brookfield Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
WY / Weyerhaeuser Company
SYF / Synchrony Financial
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
WM / Waste Management, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
OMC / Omnicom Group Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
TT / Trane Technologies plc
RF / Regions Financial Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
WEC / WEC Energy Group, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
KLAC / KLA Corporation
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
MMM / 3M Company
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
NGG / National Grid plc - Depositary Receipt (Common Stock)
EMR / Emerson Electric Co.
PG / The Procter & Gamble Company
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
CMG / Chipotle Mexican Grill, Inc.
DGX / Quest Diagnostics Incorporated
JHX / James Hardie Industries plc
BLD / TopBuild Corp.
IBM / International Business Machines Corporation
AVGO / Broadcom Inc.
HRB / H&R Block, Inc.
CINF / Cincinnati Financial Corporation
CHTR / Charter Communications, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
DE / Deere & Company
PYPL / PayPal Holdings, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
TNC / Tennant Company
WBD / Warner Bros. Discovery, Inc.
SNOW / Snowflake Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MELI / MercadoLibre, Inc.
AMZN / Amazon.com, Inc.
CAT / Caterpillar Inc.
GRMN / Garmin Ltd.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TGT / Target Corporation
PANW / Palo Alto Networks, Inc.
RTX / RTX Corporation
HUM / Humana Inc.
QCOM / QUALCOMM Incorporated
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
DIS / The Walt Disney Company
FTV / Fortive Corporation
NOC / Northrop Grumman Corporation
KO / The Coca-Cola Company
APH / Amphenol Corporation
WMT / Walmart Inc.
CI / The Cigna Group
QQQ / Invesco QQQ Trust, Series 1
ANET / Arista Networks Inc
NKE / NIKE, Inc.
NEE / NextEra Energy, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
SNPS / Synopsys, Inc.
EQT / EQT Corporation
ADSK / Autodesk, Inc.
ORLY / O'Reilly Automotive, Inc.
XYZ / Block, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
CME / CME Group Inc.
DLR / Digital Realty Trust, Inc.
R / Ryder System, Inc.
GOOG / Alphabet Inc.
O / Realty Income Corporation
V / Visa Inc.
DD / DuPont de Nemours, Inc.
BX / Blackstone Inc.
KEYS / Keysight Technologies, Inc.
KVUE / Kenvue Inc.
CVX / Chevron Corporation
RACE / Ferrari N.V.
CBRE / CBRE Group, Inc.
ICE / Intercontinental Exchange, Inc.
MA / Mastercard Incorporated
OBDC / Blue Owl Capital Corporation
CB / Chubb Limited
DVN / Devon Energy Corporation
PM / Philip Morris International Inc.
CNC / Centene Corporation
XOM / Exxon Mobil Corporation
ABNB / Airbnb, Inc.
NVDA / NVIDIA Corporation
ES / Eversource Energy
SBUX / Starbucks Corporation
GNRC / Generac Holdings Inc.
FIS / Fidelity National Information Services, Inc.
ECL / Ecolab Inc.
META / Meta Platforms, Inc.
MRNA / Moderna, Inc.
WK / Workiva Inc.
CTLT / Catalent, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
VVR / Invesco Senior Income Trust
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
PGEN / Precigen, Inc.
JPM / JPMorgan Chase & Co.
TRI / Thomson Reuters Corporation
AAPL / Apple Inc.
ADBE / Adobe Inc.
MU / Micron Technology, Inc.
MRVL / Marvell Technology, Inc.
BA / The Boeing Company
C / Citigroup Inc. - Corporate Bond/Note
BAC / Bank of America Corporation
HBAN / Huntington Bancshares Incorporated
APTV / Aptiv PLC
AMD / Advanced Micro Devices, Inc.
NRGV / Energy Vault Holdings, Inc.
EWBC / East West Bancorp, Inc.
PHM / PulteGroup, Inc.
FE / FirstEnergy Corp.
PFG / Principal Financial Group, Inc.
RCL / Royal Caribbean Cruises Ltd.
AJG / Arthur J. Gallagher & Co.
NVS / Novartis AG - Depositary Receipt (Common Stock)
IDA / IDACORP, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
CSX / CSX Corporation
GGG / Graco Inc.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
CHKP / Check Point Software Technologies Ltd.
NAZ / Nuveen Arizona Quality Municipal Income Fund
FIVN / Five9, Inc.
MNST / Monster Beverage Corporation
LAMR / Lamar Advertising Company
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
ALLO / Allogene Therapeutics, Inc.
PDI / PIMCO Dynamic Income Fund
LCID / Lucid Group, Inc.
MUE / BlackRock MuniHoldings Quality Fund II, Inc.
SUM / Summit Materials, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
DSU / BlackRock Debt Strategies Fund, Inc.
DMTK / DermTech, Inc.
MOS / The Mosaic Company
SNBR / Sleep Number Corporation
ZBRA / Zebra Technologies Corporation
AVA / Avista Corporation
POR / Portland General Electric Company
ATVI / Activision Blizzard Inc
VMC / Vulcan Materials Company
MTB / M&T Bank Corporation
AQB / AquaBounty Technologies, Inc.
CSGP / CoStar Group, Inc.
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
BG / Bunge Global SA
PXD / Pioneer Natural Resources Company
ALGN / Align Technology, Inc.
VICR / Vicor Corporation
KMI / Kinder Morgan, Inc.
TSI / TCW Strategic Income Fund, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
TTC / The Toro Company
FDX / FedEx Corporation
DOCU / DocuSign, Inc.
ZS / Zscaler, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
MUB / iShares Trust - iShares National Muni Bond ETF
DSL / DoubleLine Income Solutions Fund
BKR / Baker Hughes Company
XEL / Xcel Energy Inc.
LPLA / LPL Financial Holdings Inc.
LEN / Lennar Corporation
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BKNG / Booking Holdings Inc.
UNP / Union Pacific Corporation
CCK / Crown Holdings, Inc.
TENB / Tenable Holdings, Inc.
NIM / Nuveen Select Maturities Municipal Fund
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
ADI / Analog Devices, Inc.
UPS / United Parcel Service, Inc.
PEP / PepsiCo, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
RMD / ResMed Inc.
HON / Honeywell International Inc.
LSEA / Landsea Homes Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
HCA / HCA Healthcare, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CHE / Chemed Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
VZ / Verizon Communications Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
OKE / ONEOK, Inc.
ABT / Abbott Laboratories
TSLA / Tesla, Inc.
UNH / UnitedHealth Group Incorporated
WDAY / Workday, Inc.
TMO / Thermo Fisher Scientific Inc.
LMT / Lockheed Martin Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MMC / Marsh & McLennan Companies, Inc.
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
CYBR / CyberArk Software Ltd.
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
TXT / Textron Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
LOW / Lowe's Companies, Inc.
ETN / Eaton Corporation plc
NDAQ / Nasdaq, Inc.
CAH / Cardinal Health, Inc.
NEM / Newmont Corporation
MO / Altria Group, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
EXC / Exelon Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
ELV / Elevance Health, Inc.
CRH / CRH plc
BK / The Bank of New York Mellon Corporation
MPWR / Monolithic Power Systems, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ED / Consolidated Edison, Inc.
BRK.A / Berkshire Hathaway Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
RC / Ready Capital Corporation
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
BP / BP p.l.c. - Depositary Receipt (Common Stock)
MKC / McCormick & Company, Incorporated
MPC / Marathon Petroleum Corporation
ARES / Ares Management Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
VOX / Vanguard World Fund - Vanguard Communication Services ETF
DVY / iShares Trust - iShares Select Dividend ETF
PCAR / PACCAR Inc
CCI / Crown Castle Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
LFUS / Littelfuse, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DECK / Deckers Outdoor Corporation
TDG / TransDigm Group Incorporated
GPMT / Granite Point Mortgage Trust Inc.
GE / General Electric Company
LULU / lululemon athletica inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CRWD / CrowdStrike Holdings, Inc.
KMB / Kimberly-Clark Corporation
PNC / The PNC Financial Services Group, Inc.
CDNS / Cadence Design Systems, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
AWK / American Water Works Company, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MDLZ / Mondelez International, Inc.
JCI / Johnson Controls International plc
CFG / Citizens Financial Group, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
MAR / Marriott International, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
AON / Aon plc
CL / Colgate-Palmolive Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ABBV / AbbVie Inc.
AN / AutoNation, Inc.
WFC / Wells Fargo & Company
F / Ford Motor Company
BDX / Becton, Dickinson and Company
GMUN / Goldman Sachs ETF Trust - Goldman Sachs Access Municipal Bond ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
FI / Fiserv, Inc.
AMP / Ameriprise Financial, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
TROW / T. Rowe Price Group, Inc.
VOTE / TCW ETF Trust - TCW Transform 500 ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
MS / Morgan Stanley
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
ALK / Alaska Air Group, Inc.
NUE / Nucor Corporation
JNJ / Johnson & Johnson
MDT / Medtronic plc
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
EQIX / Equinix, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
MCHP / Microchip Technology Incorporated
BRK.B / Berkshire Hathaway Inc.
APD / Air Products and Chemicals, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CLF / Cleveland-Cliffs Inc.
PLD / Prologis, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MLPA / Global X Funds - Global X MLP ETF
CMI / Cummins Inc.
COST / Costco Wholesale Corporation
RSG / Republic Services, Inc.
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
MTZ / MasTec, Inc.
NOW / ServiceNow, Inc.
M / Macy's, Inc.
PRU / Prudential Financial, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
MAS / Masco Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
ISRG / Intuitive Surgical, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
CHRS / Coherus Oncology, Inc.
DHR / Danaher Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
OXY / Occidental Petroleum Corporation
SO / The Southern Company
NXPI / NXP Semiconductors N.V.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BMY / Bristol-Myers Squibb Company
URI / United Rentals, Inc.