Market Value882,589,659
Total Holdings415
File Date2023-02-01
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)
TSLA / Tesla, Inc.
DRMA / Dermata Therapeutics, Inc.
USB / U.S. Bancorp
AAL / American Airlines Group Inc.
PPG / PPG Industries, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
PSX / Phillips 66
EMHY / iShares, Inc. - iShares J.P. Morgan EM High Yield Bond ETF
AAPL / Apple Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
UMBF / UMB Financial Corporation
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
AVGO / Broadcom Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
ICLN / iShares Trust - iShares Global Clean Energy ETF
NFLX / Netflix, Inc.
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
LNC / Lincoln National Corporation
MBB / iShares Trust - iShares MBS ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
MDT / Medtronic plc
KBA / KraneShares Trust - KraneShares Bosera MSCI China A 50 Connect Index ETF
KR / The Kroger Co.
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
WMB / The Williams Companies, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
LLY / Eli Lilly and Company
NKE / NIKE, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
SPY / SPDR S&P 500 ETF
ARCB / ArcBest Corporation
SBUX / Starbucks Corporation
JNJ / Johnson & Johnson
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CORT / Corcept Therapeutics Incorporated
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
TTD / The Trade Desk, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
DAPP / VanEck ETF Trust - VanEck Digital Transformation ETF
WFC.PRL / Wells Fargo & Company - Preferred Stock
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
GOOGL / Alphabet Inc.
CCI / Crown Castle Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
UNM / Unum Group
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
AMT / American Tower Corporation
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
KO / The Coca-Cola Company
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
PAYX / Paychex, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
GOOG / Alphabet Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
OIH / VanEck ETF Trust - VanEck Oil Services ETF
PXD / Pioneer Natural Resources Company
LUV / Southwest Airlines Co.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
ABT / Abbott Laboratories
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BAC / Bank of America Corporation
FIVG / ETF Series Solutions - Defiance Next Gen Connectivity ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
TIP / iShares Trust - iShares TIPS Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
LRCX / Lam Research Corporation
C.WSA / Citigroup, Inc.
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
LEG / Leggett & Platt, Incorporated
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
GOVI / Invesco Exchange-Traded Fund Trust II - Invesco Equal Weight 0-30 Year Treasury ETF
ETN / Eaton Corporation plc
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VZ / Verizon Communications Inc.
UPS / United Parcel Service, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
META / Meta Platforms, Inc.
COP / ConocoPhillips
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
GLD / SPDR Gold Trust
NVDA / NVIDIA Corporation
BSGM / Streamex Corp.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
BA / The Boeing Company
AMZN / Amazon.com, Inc.
INTC / Intel Corporation
MSFT / Microsoft Corporation
RSPF / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
JPM / JPMorgan Chase & Co.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
AGZ / iShares Trust - iShares Agency Bond ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
CVS / CVS Health Corporation
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
VFC / V.F. Corporation
AGZD / WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
FLOT / iShares Trust - iShares Floating Rate Bond ETF
FTSD / Franklin U.S. Core Dividend Tilt Index ETF - Franklin Short Duration U.S. Government ETF
ATVI / Activision Blizzard Inc
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
BBCB / JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
FSK / FS KKR Capital Corp.
ICF / iShares Trust - iShares Select U.S. REIT ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
BFLY / Butterfly Network, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
BSCM / Invesco Capital Management LLC - Invesco BulletShares 2022 Corporate Bond ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
TENX / Tenax Therapeutics, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BNS / The Bank of Nova Scotia
IXC / iShares Trust - iShares Global Energy ETF
TMO / Thermo Fisher Scientific Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
MO / Altria Group, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
DIS / The Walt Disney Company
CAH / Cardinal Health, Inc.
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
IBM / International Business Machines Corporation
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
SOFI / SoFi Technologies, Inc.
SHW / The Sherwin-Williams Company
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
WSO.B / Watsco, Inc.
BRK.A / Berkshire Hathaway Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
WFC / Wells Fargo & Company
BX / Blackstone Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
MDLZ / Mondelez International, Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
XSW / SPDR Series Trust - SPDR S&P Software & Services ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
WSO / Watsco, Inc.
OCSL / Oaktree Specialty Lending Corporation
EVRG / Evergy, Inc.
MLPA / Global X Funds - Global X MLP ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
SLB / Schlumberger Limited
DVY / iShares Trust - iShares Select Dividend ETF
SEB / Seaboard Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
BMY / Bristol-Myers Squibb Company
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ET / Energy Transfer LP - Limited Partnership
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AMGN / Amgen Inc.
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
RAAX / VanEck Vectors ETF Trust - VanEck Real Assets ETF
MS / Morgan Stanley
CAT / Caterpillar Inc.
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NEE / NextEra Energy, Inc.
CRM / Salesforce, Inc.
FTXR / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Transportation ETF
SPC / Trust for Professional Managers - CrossingBridge Pre-Merger SPAC ETF
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
NSC / Norfolk Southern Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ADBE / Adobe Inc.
CBSH / Commerce Bancshares, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
MDY / SPDR S&P MidCap 400 ETF Trust
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
TXN / Texas Instruments Incorporated
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
EMR / Emerson Electric Co.
ENB / Enbridge Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
SHOP / Shopify Inc.
RTX / RTX Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IYW / iShares Trust - iShares U.S. Technology ETF
ADM / Archer-Daniels-Midland Company
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
PFE / Pfizer Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ECL / Ecolab Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
HD / The Home Depot, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
TGT / Target Corporation
HCA / HCA Healthcare, Inc.
SLQT / SelectQuote, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
MRK / Merck & Co., Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
REET / iShares Trust - iShares Global REIT ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
HAP / VanEck ETF Trust - VanEck Natural Resources ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IBB / iShares Trust - iShares Biotechnology ETF
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CSCO / Cisco Systems, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
PRU / Prudential Financial, Inc.
UNH / UnitedHealth Group Incorporated
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
KLAC / KLA Corporation
F / Ford Motor Company
XOM / Exxon Mobil Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
MCD / McDonald's Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
PG / The Procter & Gamble Company
LMT / Lockheed Martin Corporation
PWR / Quanta Services, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
T / AT&T Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
UNP / Union Pacific Corporation
PEP / PepsiCo, Inc.
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
CFFN / Capitol Federal Financial, Inc.
MARB / First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
ARVL / Arrival
KHC / The Kraft Heinz Company
LOW / Lowe's Companies, Inc.
V / Visa Inc.
QQQ / Invesco QQQ Trust, Series 1
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
QCOM / QUALCOMM Incorporated
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
RZG / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Growth ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
GRMN / Garmin Ltd.
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF
CL / Colgate-Palmolive Company
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SMB / VanEck ETF Trust - VanEck Short Muni ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
KEMX / KraneShares Trust - KraneShares MSCI Emerging Markets ex China Index ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PHYS / Sprott Physical Gold Trust
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
MUB / iShares Trust - iShares National Muni Bond ETF
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
SO / The Southern Company
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
IYR / iShares Trust - iShares U.S. Real Estate ETF
DEEP / ETF Series Solutions - Acquirers Deep Value ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
LLAP / Terran Orbital Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
DKNG / DraftKings Inc.
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
STZ / Constellation Brands, Inc.
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
TRV / The Travelers Companies, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
KIM / Kimco Realty Corporation
CLX / The Clorox Company
ACWI / iShares Trust - iShares MSCI ACWI ETF
DJD / Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF
NET / Cloudflare, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
JSCP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
FINX / Global X Funds - Global X FinTech ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IDV / iShares Trust - iShares International Select Dividend ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
PFG / Principal Financial Group, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
JETS / ETF Series Solutions - U.S. Global Jets ETF
DE / Deere & Company
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PNFP / Pinnacle Financial Partners, Inc.
MA / Mastercard Incorporated
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
EW / Edwards Lifesciences Corporation
BSX / Boston Scientific Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
HON / Honeywell International Inc.
EWW / iShares, Inc. - iShares MSCI Mexico ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
HTGC / Hercules Capital, Inc.
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
MMM / 3M Company
WMT / Walmart Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
KXI / iShares Trust - iShares Global Consumer Staples ETF
WDIV / SPDR Index Shares Funds - SPDR S&P Global Dividend ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
CME / CME Group Inc.
CP / Canadian Pacific Kansas City Limited
COST / Costco Wholesale Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
ABBV / AbbVie Inc.
LUMN / Lumen Technologies, Inc.
DUK / Duke Energy Corporation
CVX / Chevron Corporation
KMB / Kimberly-Clark Corporation
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
SOXX / iShares Trust - iShares Semiconductor ETF
WM / Waste Management, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund