Market Value935,446,418
Total Holdings413
File Date2023-10-23
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
MCD / McDonald's Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
TSLA / Tesla, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
AVGO / Broadcom Inc.
PTON / Peloton Interactive, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
KMB / Kimberly-Clark Corporation
SOFI / SoFi Technologies, Inc.
WMT / Walmart Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF
KIM / Kimco Realty Corporation
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
UMBF / UMB Financial Corporation
WMB / The Williams Companies, Inc.
NKE / NIKE, Inc.
MA / Mastercard Incorporated
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
MDT / Medtronic plc
SPEU / SPDR Index Shares Funds - SPDR Portfolio Europe ETF
KR / The Kroger Co.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ORCL / Oracle Corporation
CELH / Celsius Holdings, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
NVDA / NVIDIA Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
SHW / The Sherwin-Williams Company
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
V / Visa Inc.
BRK.A / Berkshire Hathaway Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CSCO / Cisco Systems, Inc.
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
NFLX / Netflix, Inc.
PAYX / Paychex, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
NET / Cloudflare, Inc.
OKE / ONEOK, Inc.
PFG / Principal Financial Group, Inc.
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
RAAX / VanEck Vectors ETF Trust - VanEck Real Assets ETF
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
REET / iShares Trust - iShares Global REIT ETF
SLQT / SelectQuote, Inc.
GOVI / Invesco Exchange-Traded Fund Trust II - Invesco Equal Weight 0-30 Year Treasury ETF
PHYS / Sprott Physical Gold Trust
EMR / Emerson Electric Co.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
UNH / UnitedHealth Group Incorporated
KO / The Coca-Cola Company
PG / The Procter & Gamble Company
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
HON / Honeywell International Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
INDA / iShares Trust - iShares MSCI India ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
MDLZ / Mondelez International, Inc.
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
IBM / International Business Machines Corporation
CAH / Cardinal Health, Inc.
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
TIP / iShares Trust - iShares TIPS Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
IDV / iShares Trust - iShares International Select Dividend ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
TMO / Thermo Fisher Scientific Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
DKNG / DraftKings Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
QQQ / Invesco QQQ Trust, Series 1
SLB / Schlumberger Limited
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
SCHW / The Charles Schwab Corporation
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
FTXN / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Oil & Gas ETF
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
PFE / Pfizer Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BX / Blackstone Inc.
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
REM / iShares Trust - iShares Mortgage Real Estate ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
DUK / Duke Energy Corporation
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
XSW / SPDR Series Trust - SPDR S&P Software & Services ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
SO / The Southern Company
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
CAT / Caterpillar Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ET / Energy Transfer LP - Limited Partnership
VTV / Vanguard Index Funds - Vanguard Value ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
ABBV / AbbVie Inc.
MARB / First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
DIS / The Walt Disney Company
GRMN / Garmin Ltd.
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
CBSH / Commerce Bancshares, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CL / Colgate-Palmolive Company
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
TJX / The TJX Companies, Inc.
NSC / Norfolk Southern Corporation
JNJ / Johnson & Johnson
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
AMGN / Amgen Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
KEMX / KraneShares Trust - KraneShares MSCI Emerging Markets ex China Index ETF
PEP / PepsiCo, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
IXC / iShares Trust - iShares Global Energy ETF
SHOP / Shopify Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
ECL / Ecolab Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
LMT / Lockheed Martin Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
CVX / Chevron Corporation
NUE / Nucor Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
HCA / HCA Healthcare, Inc.
CME / CME Group Inc.
HD / The Home Depot, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
IYW / iShares Trust - iShares U.S. Technology ETF
XOM / Exxon Mobil Corporation
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
TTD / The Trade Desk, Inc.
SPY / SPDR S&P 500 ETF
IBB / iShares Trust - iShares Biotechnology ETF
FTXR / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Transportation ETF
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
MDY / SPDR S&P MidCap 400 ETF Trust
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
PRU / Prudential Financial, Inc.
LUV / Southwest Airlines Co.
HAP / VanEck ETF Trust - VanEck Natural Resources ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
MMM / 3M Company
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
NEE / NextEra Energy, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
FXI / iShares Trust - iShares China Large-Cap ETF
F / Ford Motor Company
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
GE / General Electric Company
T / AT&T Inc.
LLY / Eli Lilly and Company
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
AAPL / Apple Inc.
HTGC / Hercules Capital, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
KBA / KraneShares Trust - KraneShares Bosera MSCI China A 50 Connect Index ETF
LUMN / Lumen Technologies, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
PNFP / Pinnacle Financial Partners, Inc.
BMY / Bristol-Myers Squibb Company
LLAP / Terran Orbital Corporation
INTC / Intel Corporation
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
LOW / Lowe's Companies, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
EW / Edwards Lifesciences Corporation
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
IWM / iShares Trust - iShares Russell 2000 ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MS / Morgan Stanley
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ABT / Abbott Laboratories
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PSQ / ProShares Trust - ProShares Short QQQ
IYR / iShares Trust - iShares U.S. Real Estate ETF
OIH / VanEck ETF Trust - VanEck Oil Services ETF
FINX / Global X Funds - Global X FinTech ETF
SOXX / iShares Trust - iShares Semiconductor ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MBB / iShares Trust - iShares MBS ETF
GOOGL / Alphabet Inc.
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
WDIV / SPDR Index Shares Funds - SPDR S&P Global Dividend ETF
SMOT / VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
RZG / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Growth ETF
SPRY / ARS Pharmaceuticals, Inc.
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
SEB / Seaboard Corporation
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
MSFT / Microsoft Corporation
MLPA / Global X Funds - Global X MLP ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
STZ / Constellation Brands, Inc.
UNM / Unum Group
RTX / RTX Corporation
UPS / United Parcel Service, Inc.
LRCX / Lam Research Corporation
ARCB / ArcBest Corporation
TGT / Target Corporation
EWW / iShares, Inc. - iShares MSCI Mexico ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
VZ / Verizon Communications Inc.
TRV / The Travelers Companies, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
COST / Costco Wholesale Corporation
META / Meta Platforms, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ADBE / Adobe Inc.
USB / U.S. Bancorp
DE / Deere & Company
PSX / Phillips 66
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
WM / Waste Management, Inc.
BSX / Boston Scientific Corporation
SBUX / Starbucks Corporation
GLD / SPDR Gold Trust
JKHY / Jack Henry & Associates, Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
TXN / Texas Instruments Incorporated
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
GOOG / Alphabet Inc.
EXAS / Exact Sciences Corporation
BSGM / Streamex Corp.
AMZN / Amazon.com, Inc.
SGEN / Seagen Inc
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
EWU / iShares Trust - iShares MSCI United Kingdom ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
UL / Unilever PLC - Depositary Receipt (Common Stock)
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
LEG / Leggett & Platt, Incorporated
C.WSA / Citigroup, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
WFC.PRL / Wells Fargo & Company - Preferred Stock
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
JPM / JPMorgan Chase & Co.
LCID / Lucid Group, Inc.
BA / The Boeing Company
EVRG / Evergy, Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
EWA / iShares, Inc. - iShares MSCI Australia ETF
RSPF / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
GMF / SPDR Index Shares Funds - SPDR S&P Emerging Asia Pacific ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
EEMA / iShares, Inc. - iShares MSCI Emerging Markets Asia ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
CCI / Crown Castle Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BAC / Bank of America Corporation
CFFN / Capitol Federal Financial, Inc.
CRM / Salesforce, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ENB / Enbridge Inc.
PPG / PPG Industries, Inc.
CVS / CVS Health Corporation
CLMT / Calumet, Inc.
ETN / Eaton Corporation plc
HDV / iShares Trust - iShares Core High Dividend ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
CP / Canadian Pacific Kansas City Limited
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
SPC / Trust for Professional Managers - CrossingBridge Pre-Merger SPAC ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
DEEP / ETF Series Solutions - Acquirers Deep Value ETF
KLAC / KLA Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
DVY / iShares Trust - iShares Select Dividend ETF
OCSL / Oaktree Specialty Lending Corporation
WSO / Watsco, Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
UNP / Union Pacific Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
JSCP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
QCOM / QUALCOMM Incorporated
CLOI / VanEck ETF Trust - VanEck CLO ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
WSO.B / Watsco, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
ADM / Archer-Daniels-Midland Company
MRK / Merck & Co., Inc.
CORT / Corcept Therapeutics Incorporated
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
KXI / iShares Trust - iShares Global Consumer Staples ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
COP / ConocoPhillips
PXD / Pioneer Natural Resources Company
VRTIX / Vanguard Scottsdale Funds - Vanguard Russell 2000 Index Fund Institutional Shares
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
JETS / ETF Series Solutions - U.S. Global Jets ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
AMT / American Tower Corporation
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
DJD / Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
CLX / The Clorox Company
AGZ / iShares Trust - iShares Agency Bond ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
FIVG / ETF Series Solutions - Defiance Next Gen Connectivity ETF
ISRG / Intuitive Surgical, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
VEEE / Twin Vee Powercats Co.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
SMB / VanEck ETF Trust - VanEck Short Muni ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
ACWI / iShares Trust - iShares MSCI ACWI ETF
WFC / Wells Fargo & Company
MO / Altria Group, Inc.
DHR / Danaher Corporation