Market Value1,464,101,649
Total Holdings627
File Date2024-05-09
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)
MSCI / MSCI Inc.
LVS / Las Vegas Sands Corp.
MU / Micron Technology, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ABT / Abbott Laboratories
WMT / Walmart Inc.
NKE / NIKE, Inc.
QCOM / QUALCOMM Incorporated
CI / The Cigna Group
UL / Unilever PLC - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
QQQ / Invesco QQQ Trust, Series 1
ANET / Arista Networks Inc
COIN / Coinbase Global, Inc.
AON / Aon plc
CYBR / CyberArk Software Ltd.
ABNB / Airbnb, Inc.
NEE / NextEra Energy, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SNPS / Synopsys, Inc.
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
CSX / CSX Corporation
UNP / Union Pacific Corporation
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
GE / General Electric Company
EQT / EQT Corporation
CHTR / Charter Communications, Inc.
ADSK / Autodesk, Inc.
IVZ / Invesco Ltd.
DLR / Digital Realty Trust, Inc.
CL / Colgate-Palmolive Company
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
BK / The Bank of New York Mellon Corporation
R / Ryder System, Inc.
O / Realty Income Corporation
JPM / JPMorgan Chase & Co.
CROX / Crocs, Inc.
ETN / Eaton Corporation plc
UBER / Uber Technologies, Inc.
OXY / Occidental Petroleum Corporation
DD / DuPont de Nemours, Inc.
CLF / Cleveland-Cliffs Inc.
V / Visa Inc.
BX / Blackstone Inc.
CCI / Crown Castle Inc.
KEYS / Keysight Technologies, Inc.
TDG / TransDigm Group Incorporated
CMI / Cummins Inc.
CVX / Chevron Corporation
ATO / Atmos Energy Corporation
EMN / Eastman Chemical Company
RACE / Ferrari N.V.
CBRE / CBRE Group, Inc.
WFC / Wells Fargo & Company
PNC / The PNC Financial Services Group, Inc.
APD / Air Products and Chemicals, Inc.
MA / Mastercard Incorporated
HPQ / HP Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
CB / Chubb Limited
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
LSEA / Landsea Homes Corporation
TFC / Truist Financial Corporation
CTLP / Cantaloupe, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
OC / Owens Corning
FLOT / iShares Trust - iShares Floating Rate Bond ETF
OMC / Omnicom Group Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
WPP / WPP plc - Depositary Receipt (Common Stock)
WU / The Western Union Company
NWN / Northwest Natural Holding Company
TXT / Textron Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
LRCX / Lam Research Corporation
STIM / Neuronetics, Inc.
C.WSA / Citigroup, Inc.
NRGV / Energy Vault Holdings, Inc.
TAP / Molson Coors Beverage Company
CNC / Centene Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ULTA / Ulta Beauty, Inc.
XOM / Exxon Mobil Corporation
MS / Morgan Stanley
PM / Philip Morris International Inc.
ES / Eversource Energy
SBUX / Starbucks Corporation
COST / Costco Wholesale Corporation
MAR / Marriott International, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
GNRC / Generac Holdings Inc.
XEL / Xcel Energy Inc.
ECL / Ecolab Inc.
FIS / Fidelity National Information Services, Inc.
ISRG / Intuitive Surgical, Inc.
SBAC / SBA Communications Corporation
BALL / Ball Corporation
CHKP / Check Point Software Technologies Ltd.
J / Jacobs Solutions Inc.
GILD / Gilead Sciences, Inc.
MCD / McDonald's Corporation
PHM / PulteGroup, Inc.
M / Macy's, Inc.
GT / The Goodyear Tire & Rubber Company
ORLY / O'Reilly Automotive, Inc.
IX / ORIX Corporation - Depositary Receipt (Common Stock)
LMT / Lockheed Martin Corporation
CME / CME Group Inc.
CVS / CVS Health Corporation
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
LOW / Lowe's Companies, Inc.
AMG / Affiliated Managers Group, Inc.
IOO / iShares Trust - iShares Global 100 ETF
PNR / Pentair plc
TT / Trane Technologies plc
AMP / Ameriprise Financial, Inc.
COP / ConocoPhillips
GPN / Global Payments Inc.
CCK / Crown Holdings, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
CDNS / Cadence Design Systems, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
PSX / Phillips 66
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CHD / Church & Dwight Co., Inc.
EXC / Exelon Corporation
VLO / Valero Energy Corporation
PEP / PepsiCo, Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
TROW / T. Rowe Price Group, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
ICL / ICL Group Ltd
FTNT / Fortinet, Inc.
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
HLT / Hilton Worldwide Holdings Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
BMY / Bristol-Myers Squibb Company
RC / Ready Capital Corporation
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
PEG / Public Service Enterprise Group Incorporated
TMUS / T-Mobile US, Inc.
DXCM / DexCom, Inc.
LIN / Linde plc
LOUP / Innovator ETFs Trust - Innovator Deepwater Frontier Tech ETF
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
SPY / SPDR S&P 500 ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
PHYS / Sprott Physical Gold Trust
BN / Brookfield Corporation
MRK / Merck & Co., Inc.
LNT / Alliant Energy Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
DEO / Diageo plc - Depositary Receipt (Common Stock)
SYF / Synchrony Financial
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
HRL / Hormel Foods Corporation
NVT / nVent Electric plc
AJG / Arthur J. Gallagher & Co.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
MUB / iShares Trust - iShares National Muni Bond ETF
DSL / DoubleLine Income Solutions Fund
CHRW / C.H. Robinson Worldwide, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
RF / Regions Financial Corporation
NGG / National Grid plc - Depositary Receipt (Common Stock)
CMCSA / Comcast Corporation
COF / Capital One Financial Corporation
UNH / UnitedHealth Group Incorporated
MSI / Motorola Solutions, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
DOW / Dow Inc.
ALB / Albemarle Corporation
FCX / Freeport-McMoRan Inc.
PLD / Prologis, Inc.
GD / General Dynamics Corporation
GPC / Genuine Parts Company
CAH / Cardinal Health, Inc.
XYZ / Block, Inc.
JNJ / Johnson & Johnson
KHC / The Kraft Heinz Company
ALK / Alaska Air Group, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BSX / Boston Scientific Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
AMT / American Tower Corporation
ENTG / Entegris, Inc.
T / AT&T Inc.
WMB / The Williams Companies, Inc.
GLW / Corning Incorporated
FAST / Fastenal Company
MPWR / Monolithic Power Systems, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SYK / Stryker Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
ARE / Alexandria Real Estate Equities, Inc.
MKC / McCormick & Company, Incorporated
IDXX / IDEXX Laboratories, Inc.
FIX / Comfort Systems USA, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
ED / Consolidated Edison, Inc.
AMAT / Applied Materials, Inc.
EMR / Emerson Electric Co.
SYY / Sysco Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
AXP / American Express Company
KMB / Kimberly-Clark Corporation
BKR / Baker Hughes Company
FBTC / Fidelity Wise Origin Bitcoin Fund
WY / Weyerhaeuser Company
MAC / The Macerich Company
ACWI / iShares Trust - iShares MSCI ACWI ETF
ZTS / Zoetis Inc.
MDLZ / Mondelez International, Inc.
MPC / Marathon Petroleum Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VOYA / Voya Financial, Inc.
LASR / nLIGHT, Inc.
RLJ / RLJ Lodging Trust
PCYO / Pure Cycle Corporation
MCK / McKesson Corporation
EL / The Estée Lauder Companies Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
DECK / Deckers Outdoor Corporation
DHR / Danaher Corporation
ADBE / Adobe Inc.
LLY / Eli Lilly and Company
AMD / Advanced Micro Devices, Inc.
FRSH / Freshworks Inc.
D / Dominion Energy, Inc.
ALL / The Allstate Corporation
SO / The Southern Company
HIG / The Hartford Insurance Group, Inc.
ROK / Rockwell Automation, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
URI / United Rentals, Inc.
ON / ON Semiconductor Corporation
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
AZO / AutoZone, Inc.
LFUS / Littelfuse, Inc.
FITB / Fifth Third Bancorp
A / Agilent Technologies, Inc.
BRK.A / Berkshire Hathaway Inc.
APH / Amphenol Corporation
SPGI / S&P Global Inc.
BG / Bunge Global SA
AER / AerCap Holdings N.V.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
TSCO / Tractor Supply Company
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
OTIS / Otis Worldwide Corporation
AMGN / Amgen Inc.
VCEL / Vericel Corporation
STKL / SunOpta Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
TJX / The TJX Companies, Inc.
GIS / General Mills, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
F / Ford Motor Company
BDX / Becton, Dickinson and Company
VRSK / Verisk Analytics, Inc.
PNM / PNM Resources, Inc.
BAX / Baxter International Inc.
STOK / Stoke Therapeutics, Inc.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
COTY / Coty Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
BMO / Bank of Montreal
GEHC / GE HealthCare Technologies Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
NIM / Nuveen Select Maturities Municipal Fund
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
BBY / Best Buy Co., Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
TIP / iShares Trust - iShares TIPS Bond ETF
DY / Dycom Industries, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
REGN / Regeneron Pharmaceuticals, Inc.
CARR / Carrier Global Corporation
DUK / Duke Energy Corporation
RELX / RELX PLC - Depositary Receipt (Common Stock)
PAYX / Paychex, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
FI / Fiserv, Inc.
CRH / CRH plc
MBB / iShares Trust - iShares MBS ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
WAFD / WaFd, Inc
TECH / Bio-Techne Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
TRU / TransUnion
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
GVA / Granite Construction Incorporated
ACN / Accenture plc
VOTE / TCW ETF Trust - TCW Transform 500 ETF
KR / The Kroger Co.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VFH / Vanguard World Fund - Vanguard Financials ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
GGG / Graco Inc.
BXSL / Blackstone Secured Lending Fund
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
LHX / L3Harris Technologies, Inc.
JCI / Johnson Controls International plc
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
PGR / The Progressive Corporation
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
IT / Gartner, Inc.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
VHT / Vanguard World Fund - Vanguard Health Care ETF
NSC / Norfolk Southern Corporation
SCHW / The Charles Schwab Corporation
ARES / Ares Management Corporation
MDT / Medtronic plc
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
TXN / Texas Instruments Incorporated
NDAQ / Nasdaq, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
FCNCA / First Citizens BancShares, Inc.
CP / Canadian Pacific Kansas City Limited
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
MCHP / Microchip Technology Incorporated
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CEG / Constellation Energy Corporation
TTC / The Toro Company
USB / U.S. Bancorp
EWC / iShares, Inc. - iShares MSCI Canada ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
ADP / Automatic Data Processing, Inc.
PSA / Public Storage
NUE / Nucor Corporation
UPS / United Parcel Service, Inc.
ALC / Alcon Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PFE / Pfizer Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
DAR / Darling Ingredients Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
WDAY / Workday, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ADM / Archer-Daniels-Midland Company
MMM / 3M Company
HCA / HCA Healthcare, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
CCEP / Coca-Cola Europacific Partners PLC
KEY / KeyCorp
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
GRAB / Grab Holdings Limited
UBS / UBS Group AG
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
BRK.B / Berkshire Hathaway Inc.
MTZ / MasTec, Inc.
EWBC / East West Bancorp, Inc.
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IWV / iShares Trust - iShares Russell 3000 ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
BCS / Barclays PLC - Depositary Receipt (Common Stock)
CASY / Casey's General Stores, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
HWKN / Hawkins, Inc.
MAS / Masco Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
KLAC / KLA Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
BMI / Badger Meter, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TMO / Thermo Fisher Scientific Inc.
AAPL / Apple Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
JAMF / Jamf Holding Corp.
DOCU / DocuSign, Inc.
BLD / TopBuild Corp.
DGII / Digi International Inc.
GMAB / Genmab A/S - Depositary Receipt (Common Stock)
HBAN / Huntington Bancshares Incorporated
ZBRA / Zebra Technologies Corporation
VMC / Vulcan Materials Company
FIVN / Five9, Inc.
LAMR / Lamar Advertising Company
SUM / Summit Materials, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BR / Broadridge Financial Solutions, Inc.
MET / MetLife, Inc.
NDSN / Nordson Corporation
CLX / The Clorox Company
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
PXD / Pioneer Natural Resources Company
CINF / Cincinnati Financial Corporation
NWE / NorthWestern Energy Group, Inc.
STZ / Constellation Brands, Inc.
AKAM / Akamai Technologies, Inc.
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MNST / Monster Beverage Corporation
LH / Labcorp Holdings Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
FTV / Fortive Corporation
EXR / Extra Space Storage Inc.
ZUO / Zuora, Inc.
REET / iShares Trust - iShares Global REIT ETF
XYL / Xylem Inc.
TTD / The Trade Desk, Inc.
EXPD / Expeditors International of Washington, Inc.
LEN / Lennar Corporation
WIT / Wipro Limited - Depositary Receipt (Common Stock)
IEUR / iShares Trust - iShares Core MSCI Europe ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
MSFT / Microsoft Corporation
ABBV / AbbVie Inc.
CHPT / ChargePoint Holdings, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
NTRS / Northern Trust Corporation
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
TEL / TE Connectivity plc
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
CORZ / Core Scientific, Inc.
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
JHX / James Hardie Industries plc
PAYC / Paycom Software, Inc.
KKR / KKR & Co. Inc.
SPG / Simon Property Group, Inc.
BA / The Boeing Company
IVW / iShares Trust - iShares S&P 500 Growth ETF
GOOG / Alphabet Inc.
APO / Apollo Global Management, Inc.
ITW / Illinois Tool Works Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
ROP / Roper Technologies, Inc.
COR / Cencora, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
MMC / Marsh & McLennan Companies, Inc.
PH / Parker-Hannifin Corporation
UNM / Unum Group
JSML / Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF
GPMT / Granite Point Mortgage Trust Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
WK / Workiva Inc.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
CPRT / Copart, Inc.
RSG / Republic Services, Inc.
CMG / Chipotle Mexican Grill, Inc.
WSO / Watsco, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
IDA / IDACORP, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
MO / Altria Group, Inc.
IBM / International Business Machines Corporation
DB / Deutsche Bank Aktiengesellschaft
AVGO / Broadcom Inc.
HRB / H&R Block, Inc.
EW / Edwards Lifesciences Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
ZBH / Zimmer Biomet Holdings, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
HON / Honeywell International Inc.
PYPL / PayPal Holdings, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
WBD / Warner Bros. Discovery, Inc.
SNOW / Snowflake Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
NEOG / Neogen Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
RCL / Royal Caribbean Cruises Ltd.
CFG / Citizens Financial Group, Inc.
AGZ / iShares Trust - iShares Agency Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
TRI / Thomson Reuters Corporation
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
IBB / iShares Trust - iShares Biotechnology ETF
CSCO / Cisco Systems, Inc.
RMD / ResMed Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PFG / Principal Financial Group, Inc.
TGT / Target Corporation
MELI / MercadoLibre, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
CAT / Caterpillar Inc.
WAB / Westinghouse Air Brake Technologies Corporation
PANW / Palo Alto Networks, Inc.
RTX / RTX Corporation
HUM / Humana Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
NOW / ServiceNow, Inc.
DIS / The Walt Disney Company
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
KO / The Coca-Cola Company
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
META / Meta Platforms, Inc.
ORCL / Oracle Corporation
CBOE / Cboe Global Markets, Inc.
NVDA / NVIDIA Corporation
GOOGL / Alphabet Inc.
MRNA / Moderna, Inc.
MRVL / Marvell Technology, Inc.
C / Citigroup Inc. - Corporate Bond/Note
BAC / Bank of America Corporation
NFLX / Netflix, Inc.
INTC / Intel Corporation
ICLR / ICON Public Limited Company
ILMN / Illumina, Inc.
KVUE / Kenvue Inc.
OBDC / Blue Owl Capital Corporation
NEM / Newmont Corporation
GM / General Motors Company
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
ORAN / Orange S.A. - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
CTAS / Cintas Corporation
TNC / Tennant Company
CRM / Salesforce, Inc.
IFF / International Flavors & Fragrances Inc.
AMZN / Amazon.com, Inc.
HSY / The Hershey Company
APTV / Aptiv PLC
TENB / Tenable Holdings, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
EQIX / Equinix, Inc.
MLPA / Global X Funds - Global X MLP ETF
CNI / Canadian National Railway Company
DGX / Quest Diagnostics Incorporated
SHW / The Sherwin-Williams Company
MOS / The Mosaic Company
SWKS / Skyworks Solutions, Inc.
FE / FirstEnergy Corp.
AN / AutoNation, Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
HD / The Home Depot, Inc.
MRO / Marathon Oil Corporation
PII / Polaris Inc.
VKTX / Viking Therapeutics, Inc.
PG / The Procter & Gamble Company
CHE / Chemed Corporation
SMCI / Super Micro Computer, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
MLM / Martin Marietta Materials, Inc.
MOVE / Movano Inc.
STLD / Steel Dynamics, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
DE / Deere & Company
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
LULU / lululemon athletica inc.
OEF / iShares Trust - iShares S&P 100 ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
OKE / ONEOK, Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
EOG / EOG Resources, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
DVN / Devon Energy Corporation
DHI / D.R. Horton, Inc.
TRV / The Travelers Companies, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
PCAR / PACCAR Inc
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
IBIT / iShares Bitcoin Trust ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
GRMN / Garmin Ltd.
PSBD / Palmer Square Capital BDC Inc.
GMUN / Goldman Sachs ETF Trust - Goldman Sachs Access Municipal Bond ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SLB / Schlumberger Limited
AWK / American Water Works Company, Inc.
ELV / Elevance Health, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
LPLA / LPL Financial Holdings Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
CRWD / CrowdStrike Holdings, Inc.
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
ADI / Analog Devices, Inc.
WELL / Welltower Inc.
LYB / LyondellBasell Industries N.V.
DCI / Donaldson Company, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
KNSL / Kinsale Capital Group, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
INTU / Intuit Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
ICE / Intercontinental Exchange, Inc.
FDX / FedEx Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
ZS / Zscaler, Inc.
BKNG / Booking Holdings Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MCO / Moody's Corporation
FUL / H.B. Fuller Company
GS / The Goldman Sachs Group, Inc.
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
PRU / Prudential Financial, Inc.
WM / Waste Management, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
SAIA / Saia, Inc.
PIPR / Piper Sandler Companies
NXPI / NXP Semiconductors N.V.
NVRO / Nevro Corp.
POOL / Pool Corporation
VZ / Verizon Communications Inc.