Market Value2,839,656,227
Total Holdings489
File Date2025-07-30
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
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MSFT / Microsoft Corporation
DGX / Quest Diagnostics Incorporated
CRWD / CrowdStrike Holdings, Inc.
PM / Philip Morris International Inc.
HP / Helmerich & Payne, Inc.
CXM / Sprinklr, Inc.
NU / Nu Holdings Ltd.
INMD / InMode Ltd.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
MTBA / Simplify Exchange Traded Funds - Simplify MBS ETF
ELV / Elevance Health, Inc.
DOW / Dow Inc.
KKR / KKR & Co. Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
CGIE / Capital Group International Equity ETF
CINF / Cincinnati Financial Corporation
FANG / Diamondback Energy, Inc.
ROP / Roper Technologies, Inc.
ON / ON Semiconductor Corporation
IXJ / iShares Trust - iShares Global Healthcare ETF
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
HCA / HCA Healthcare, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FMC / FMC Corporation
OKTA / Okta, Inc.
LGIH / LGI Homes, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
CPRI / Capri Holdings Limited
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
UNP / Union Pacific Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SCHQ / Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF
SLV / iShares Silver Trust
EQR / Equity Residential
AEE / Ameren Corporation
V / Visa Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
SBUX / Starbucks Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
ED / Consolidated Edison, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
MDLZ / Mondelez International, Inc.
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
IHI / iShares Trust - iShares U.S. Medical Devices ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
CMCSA / Comcast Corporation
ITW / Illinois Tool Works Inc.
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
TTD / The Trade Desk, Inc.
DIS / The Walt Disney Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ALC / Alcon Inc.
ROST / Ross Stores, Inc.
VRSN / VeriSign, Inc.
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
GILD / Gilead Sciences, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
NEE / NextEra Energy, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ICE / Intercontinental Exchange, Inc.
MRK / Merck & Co., Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
PYPL / PayPal Holdings, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
GE / General Electric Company
PAA / Plains All American Pipeline, L.P. - Limited Partnership
MPLX / MPLX LP - Limited Partnership
PEP / PepsiCo, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
CDNS / Cadence Design Systems, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
IFF / International Flavors & Fragrances Inc.
WFC / Wells Fargo & Company
ABBV / AbbVie Inc.
AMT / American Tower Corporation
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
EWH / iShares, Inc. - iShares MSCI Hong Kong ETF
KLAC / KLA Corporation
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
CL / Colgate-Palmolive Company
TMUS / T-Mobile US, Inc.
ONMDW / OneMedNet Corporation - Equity Warrant
MS / Morgan Stanley
FDX / FedEx Corporation
MA / Mastercard Incorporated
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
CCI / Crown Castle Inc.
ETN / Eaton Corporation plc
AMD / Advanced Micro Devices, Inc.
D / Dominion Energy, Inc.
ETR / Entergy Corporation
LHX / L3Harris Technologies, Inc.
AEP / American Electric Power Company, Inc.
MCHP / Microchip Technology Incorporated
ABT / Abbott Laboratories
BAX / Baxter International Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
BCE / BCE Inc.
TJX / The TJX Companies, Inc.
SPY / SPDR S&P 500 ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
NTR / Nutrien Ltd.
TMF / Direxion Shares ETF Trust - Direxion Daily 20+ Year Treasury Bull 3X Shares
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
NXPI / NXP Semiconductors N.V.
KMPR / Kemper Corporation
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
WM / Waste Management, Inc.
VRSK / Verisk Analytics, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
ANSS / ANSYS, Inc.
CCEP / Coca-Cola Europacific Partners PLC
FCNCA / First Citizens BancShares, Inc.
NKE / NIKE, Inc.
STOT / SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
VZ / Verizon Communications Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
EVRG / Evergy, Inc.
GOOGL / Alphabet Inc.
GOOG / Alphabet Inc.
IDXX / IDEXX Laboratories, Inc.
OTIS / Otis Worldwide Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
GEHC / GE HealthCare Technologies Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
SSNC / SS&C Technologies Holdings, Inc.
DUK / Duke Energy Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CAH / Cardinal Health, Inc.
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
HEI / HEICO Corporation
HEIA / Heico Corp. - Class A
CMF / iShares Trust - iShares California Muni Bond ETF
CNC / Centene Corporation
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
TRU / TransUnion
MDT / Medtronic plc
IWD / iShares Trust - iShares Russell 1000 Value ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
WMS / Advanced Drainage Systems, Inc.
TMO / Thermo Fisher Scientific Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
RNTX / Rein Therapeutics Inc.
MEOH / Methanex Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ATMP / iPath Select MLP ETN
BX / Blackstone Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
GLPI / Gaming and Leisure Properties, Inc.
MRGR / ProShares Trust - ProShares Merger ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
APO / Apollo Global Management, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
XT / iShares Trust - iShares Exponential Technologies ETF
CACI / CACI International Inc
MBB / iShares Trust - iShares MBS ETF
VLO / Valero Energy Corporation
AVDL / Avadel Pharmaceuticals plc
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
SEIM / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
LOW / Lowe's Companies, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
CI / The Cigna Group
SO / The Southern Company
AMAT / Applied Materials, Inc.
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
CARR / Carrier Global Corporation
CNQ / Canadian Natural Resources Limited
STZ / Constellation Brands, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
CB / Chubb Limited
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MO / Altria Group, Inc.
IBM / International Business Machines Corporation
CRL / Charles River Laboratories International, Inc.
PTY / PIMCO Corporate & Income Opportunity Fund
ICLR / ICON Public Limited Company
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
MLM / Martin Marietta Materials, Inc.
WTW / Willis Towers Watson Public Limited Company
LH / Labcorp Holdings Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
FXI / iShares Trust - iShares China Large-Cap ETF
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
TPL / Texas Pacific Land Corporation
CTRA / Coterra Energy Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
CLS / Celestica Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
QQQ / Invesco QQQ Trust, Series 1
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SEIV / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
NG / NovaGold Resources Inc.
MTCH / Match Group, Inc.
SEIQ / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
OKE / ONEOK, Inc.
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
SBR / Sabine Royalty Trust
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
PWR / Quanta Services, Inc.
ET / Energy Transfer LP - Limited Partnership
WTRG / Essential Utilities, Inc.
URI / United Rentals, Inc.
SCCO / Southern Copper Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
BK / The Bank of New York Mellon Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
EOG / EOG Resources, Inc.
QCOM / QUALCOMM Incorporated
CELH / Celsius Holdings, Inc.
DELL / Dell Technologies Inc.
INTU / Intuit Inc.
CLIP / Global X Funds - Global X 1-3 Month T-Bill ETF
COO / The Cooper Companies, Inc.
ADI / Analog Devices, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
WAB / Westinghouse Air Brake Technologies Corporation
BDX / Becton, Dickinson and Company
KR / The Kroger Co.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
NSC / Norfolk Southern Corporation
BMY / Bristol-Myers Squibb Company
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
IR / Ingersoll Rand Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
GIS / General Mills, Inc.
TSLL / Direxion Shares ETF Trust - Direxion Daily TSLA Bull 2X Shares
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
IDCC / InterDigital, Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
CAT / Caterpillar Inc.
DVY / iShares Trust - iShares Select Dividend ETF
MSTU / ETF Opportunities Trust - T-Rex 2X Long MSTR Daily Target ETF
SPGI / S&P Global Inc.
CDW / CDW Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
SCHW / The Charles Schwab Corporation
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ZTS / Zoetis Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
LDOS / Leidos Holdings, Inc.
TU / TELUS Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
BLK / BlackRock, Inc.
ENB / Enbridge Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
DHR / Danaher Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
MMC / Marsh & McLennan Companies, Inc.
CBOE / Cboe Global Markets, Inc.
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
ARMK / Aramark
RMD / ResMed Inc.
FXE / Invesco CurrencyShares Euro Trust
CP / Canadian Pacific Kansas City Limited
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
JNJ / Johnson & Johnson
LRCX / Lam Research Corporation
CGGR / Capital Group Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
FITB / Fifth Third Bancorp
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
CSCO / Cisco Systems, Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
PPG / PPG Industries, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
HON / Honeywell International Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
MDY / SPDR S&P MidCap 400 ETF Trust
PSA / Public Storage
EWL / iShares, Inc. - iShares MSCI Switzerland ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
USRT / iShares Trust - iShares Core U.S. REIT ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
HL / Hecla Mining Company
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
GS / The Goldman Sachs Group, Inc.
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
TMQ / Trilogy Metals Inc.
ONMD / OneMedNet Corporation
RTX / RTX Corporation
ANET / Arista Networks Inc
TRGP / Targa Resources Corp.
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
MU / Micron Technology, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
REET / iShares Trust - iShares Global REIT ETF
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
COST / Costco Wholesale Corporation
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
SHEL / Shell plc - Depositary Receipt (Common Stock)
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
TT / Trane Technologies plc
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
EW / Edwards Lifesciences Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
SYK / Stryker Corporation
UBER / Uber Technologies, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ABNB / Airbnb, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
MMM / 3M Company
IWM / iShares Trust - iShares Russell 2000 ETF
PFE / Pfizer Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
F / Ford Motor Company
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
IWB / iShares Trust - iShares Russell 1000 ETF
HSY / The Hershey Company
PANW / Palo Alto Networks, Inc.
GD / General Dynamics Corporation
CHRW / C.H. Robinson Worldwide, Inc.
WMB / The Williams Companies, Inc.
KO / The Coca-Cola Company
NOW / ServiceNow, Inc.
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
CVS / CVS Health Corporation
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
LMT / Lockheed Martin Corporation
IBB / iShares Trust - iShares Biotechnology ETF
PHM / PulteGroup, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
WPM / Wheaton Precious Metals Corp.
MCD / McDonald's Corporation
SU / Suncor Energy Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
LLY / Eli Lilly and Company
PLD / Prologis, Inc.
DD / DuPont de Nemours, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
BRK.B / Berkshire Hathaway Inc.
ACN / Accenture plc
GPN / Global Payments Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
BA / The Boeing Company
EL / The Estée Lauder Companies Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
PLTR / Palantir Technologies Inc.
PSX / Phillips 66
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LNG / Cheniere Energy, Inc.
TXN / Texas Instruments Incorporated
TSLA / Tesla, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GLD / SPDR Gold Trust
THC / Tenet Healthcare Corporation
INTC / Intel Corporation
TS / Tenaris S.A. - Depositary Receipt (Common Stock)
PEG / Public Service Enterprise Group Incorporated
ORCL / Oracle Corporation
TNGY / Tortoise Capital Series Trust - Energy Fund
GEV / GE Vernova Inc.
VMC / Vulcan Materials Company
AVGO / Broadcom Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
FCN / FTI Consulting, Inc.
CTVA / Corteva, Inc.
ONDS / Ondas Holdings Inc.
SLB / Schlumberger Limited
EMR / Emerson Electric Co.
COP / ConocoPhillips
CVX / Chevron Corporation
KDP / Keurig Dr Pepper Inc.
C / Citigroup Inc. - Corporate Bond/Note
UNH / UnitedHealth Group Incorporated
GM / General Motors Company
MTB / M&T Bank Corporation
XYL / Xylem Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
OGS / ONE Gas, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
XPRO / Expro Group Holdings N.V.
HD / The Home Depot, Inc.
FCX / Freeport-McMoRan Inc.
UPS / United Parcel Service, Inc.
T / AT&T Inc.
DINO / HF Sinclair Corporation
AFL / Aflac Incorporated
TFC / Truist Financial Corporation
ALLE / Allegion plc
JBHT / J.B. Hunt Transport Services, Inc.
QSR / Restaurant Brands International Inc.
HUM / Humana Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
PH / Parker-Hannifin Corporation
IBIT / iShares Bitcoin Trust ETF
USB / U.S. Bancorp
UL / Unilever PLC - Depositary Receipt (Common Stock)
AMGN / Amgen Inc.
XOM / Exxon Mobil Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
IQV / IQVIA Holdings Inc.
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
LIN / Linde plc
KMB / Kimberly-Clark Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
HBCP / Home Bancorp, Inc.
HBAN / Huntington Bancshares Incorporated
APD / Air Products and Chemicals, Inc.
NVDA / NVIDIA Corporation
COF / Capital One Financial Corporation
ISRG / Intuitive Surgical, Inc.
FTNT / Fortinet, Inc.
WMT / Walmart Inc.
AON / Aon plc
PGR / The Progressive Corporation
BSX / Boston Scientific Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
DE / Deere & Company
KMI / Kinder Morgan, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
AJG / Arthur J. Gallagher & Co.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VERSX / Vanguard Emerging Markets Stock Index Fund
VRTX / Vertex Pharmaceuticals Incorporated
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ORLY / O'Reilly Automotive, Inc.
CTSH / Cognizant Technology Solutions Corporation
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
INFY / Infosys Limited - Depositary Receipt (Common Stock)
HLN / Haleon plc - Depositary Receipt (Common Stock)
META / Meta Platforms, Inc.
AMZN / Amazon.com, Inc.
SHW / The Sherwin-Williams Company
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
JPM / JPMorgan Chase & Co.
AXP / American Express Company
APH / Amphenol Corporation
SNOW / Snowflake Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
BAC / Bank of America Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
LULU / lululemon athletica inc.
ADBE / Adobe Inc.
AAPL / Apple Inc.
CRM / Salesforce, Inc.
NFLX / Netflix, Inc.