Market Value1,190,917,059
Total Holdings430
File Date2025-02-14
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)
IXN / iShares Trust - iShares Global Tech ETF
AVMV / American Century ETF Trust - Avantis U.S. Mid Cap Value ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
MO / Altria Group, Inc.
NSC / Norfolk Southern Corporation
MDXH / MDxHealth SA
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TIP / iShares Trust - iShares TIPS Bond ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
URTH / iShares, Inc. - iShares MSCI World ETF
PLUG / Plug Power Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
REM / iShares Trust - iShares Mortgage Real Estate ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IWB / iShares Trust - iShares Russell 1000 ETF
CSCO / Cisco Systems, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
HODL / VanEck Bitcoin ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
VZ / Verizon Communications Inc.
MBB / iShares Trust - iShares MBS ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
LLY / Eli Lilly and Company
ICE / Intercontinental Exchange, Inc.
MA / Mastercard Incorporated
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MDT / Medtronic plc
CTEV / Claritev Corporation
COST / Costco Wholesale Corporation
NFLX / Netflix, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
GOOG / Alphabet Inc.
USB / U.S. Bancorp
LRCX / Lam Research Corporation
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
QCOM / QUALCOMM Incorporated
AGZ / iShares Trust - iShares Agency Bond ETF
IDV / iShares Trust - iShares International Select Dividend ETF
GWW / W.W. Grainger, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IYW / iShares Trust - iShares U.S. Technology ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
AMT / American Tower Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
QQQ / Invesco QQQ Trust, Series 1
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
JNJ / Johnson & Johnson
EFA / iShares Trust - iShares MSCI EAFE ETF
FDX / FedEx Corporation
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
CAH / Cardinal Health, Inc.
DE / Deere & Company
REET / iShares Trust - iShares Global REIT ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
ASTS / AST SpaceMobile, Inc.
LUV / Southwest Airlines Co.
ARCB / ArcBest Corporation
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
GOOGL / Alphabet Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
WDIV / SPDR Index Shares Funds - SPDR S&P Global Dividend ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
SEB / Seaboard Corporation
MRK / Merck & Co., Inc.
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
PSX / Phillips 66
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
FTXN / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Oil & Gas ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
BAC / Bank of America Corporation
ACN / Accenture plc
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
PEP / PepsiCo, Inc.
OKE / ONEOK, Inc.
MDLZ / Mondelez International, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SBUX / Starbucks Corporation
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
BRK.A / Berkshire Hathaway Inc.
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
T / AT&T Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
TJX / The TJX Companies, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NVDA / NVIDIA Corporation
PAYX / Paychex, Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
UMBF / UMB Financial Corporation
CRM / Salesforce, Inc.
WMT / Walmart Inc.
GLD / SPDR Gold Trust
OCSL / Oaktree Specialty Lending Corporation
XOM / Exxon Mobil Corporation
BSX / Boston Scientific Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
HON / Honeywell International Inc.
JPM / JPMorgan Chase & Co.
LCID / Lucid Group, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
ETN / Eaton Corporation plc
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
DVY / iShares Trust - iShares Select Dividend ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SPRY / ARS Pharmaceuticals, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SCHQ / Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
KIM / Kimco Realty Corporation
CFB / CrossFirst Bankshares, Inc.
MARB / First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
EWW / iShares, Inc. - iShares MSCI Mexico ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
CLMT / Calumet, Inc. Call
WFC.PRL / Wells Fargo & Company - Preferred Stock
INDA / iShares Trust - iShares MSCI India ETF
SMB / VanEck ETF Trust - VanEck Short Muni ETF
IWM / iShares Trust - iShares Russell 2000 ETF
C.WSA / Citigroup, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
IGE / iShares Trust - iShares North American Natural Resources ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
LLAP / Terran Orbital Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
EW / Edwards Lifesciences Corporation
LRCX / Lam Research Corporation
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
FCX / Freeport-McMoRan Inc.
FBIN / Fortune Brands Innovations, Inc.
CP / Canadian Pacific Kansas City Limited
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
STZ / Constellation Brands, Inc.
PLD / Prologis, Inc.
CLX / The Clorox Company
NKE / NIKE, Inc.
IBIT / iShares Bitcoin Trust ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
ORCL / Oracle Corporation
MS / Morgan Stanley
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VEEE / Twin Vee Powercats Co.
CSX / CSX Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
NET / Cloudflare, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SO / The Southern Company
JSCP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF
AVLC / American Century ETF Trust - Avantis U.S. Large Cap Equity ETF
DIS / The Walt Disney Company
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SHOP / Shopify Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SMOT / VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
TMO / Thermo Fisher Scientific Inc.
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
WSO.B / Watsco, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
UNP / Union Pacific Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
CLOI / VanEck ETF Trust - VanEck CLO ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
URA / Global X Funds - Global X Uranium ETF
DKNG / DraftKings Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
DUK / Duke Energy Corporation
SHW / The Sherwin-Williams Company
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
XSW / SPDR Series Trust - SPDR S&P Software & Services ETF
TXN / Texas Instruments Incorporated
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
NUE / Nucor Corporation
RZG / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Growth ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IBM / International Business Machines Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
EDIV / SPDR Index Shares Funds - SPDR S&P Emerging Markets Dividend ETF
LUMN / Lumen Technologies, Inc.
COPX / Global X Funds - Global X Copper Miners ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
LOW / Lowe's Companies, Inc.
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
ABBV / AbbVie Inc.
GRMN / Garmin Ltd.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
SLB / Schlumberger Limited
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
CAT / Caterpillar Inc.
TMUS / T-Mobile US, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
PFG / Principal Financial Group, Inc.
CL / Colgate-Palmolive Company
ET / Energy Transfer LP - Limited Partnership
VTV / Vanguard Index Funds - Vanguard Value ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
RTX / RTX Corporation
GE / General Electric Company
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
BMY / Bristol-Myers Squibb Company
PTRB / PGIM ETF Trust - PGIM Total Return Bond ETF
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
RAAX / VanEck Vectors ETF Trust - VanEck Real Assets ETF
BITB / Bitwise Bitcoin ETF Trust
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CBSH / Commerce Bancshares, Inc.
CMG / Chipotle Mexican Grill, Inc.
HCA / HCA Healthcare, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
GOVI / Invesco Exchange-Traded Fund Trust II - Invesco Equal Weight 0-30 Year Treasury ETF
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF
KBA / KraneShares Trust - KraneShares Bosera MSCI China A 50 Connect Index ETF
KEMX / KraneShares Trust - KraneShares MSCI Emerging Markets ex China Index ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
EVRG / Evergy, Inc.
PG / The Procter & Gamble Company
TGT / Target Corporation
HTGC / Hercules Capital, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
RY / Royal Bank of Canada
IHI / iShares Trust - iShares U.S. Medical Devices ETF
MCK / McKesson Corporation
PHYS / Sprott Physical Gold Trust
DHR / Danaher Corporation
ECL / Ecolab Inc.
ADM / Archer-Daniels-Midland Company
MLPA / Global X Funds - Global X MLP ETF
PFE / Pfizer Inc.
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
GS / The Goldman Sachs Group, Inc.
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
HAP / VanEck ETF Trust - VanEck Natural Resources ETF
SLQT / SelectQuote, Inc.
CORT / Corcept Therapeutics Incorporated
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
PRU / Prudential Financial, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
CME / CME Group Inc.
CLMT / Calumet, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
FTXR / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Transportation ETF
CVX / Chevron Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
EMR / Emerson Electric Co.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
LMT / Lockheed Martin Corporation
WMB / The Williams Companies, Inc.
TTD / The Trade Desk, Inc.
MMM / 3M Company
IVV / iShares Trust - iShares Core S&P 500 ETF
F / Ford Motor Company
WM / Waste Management, Inc.
KLAC / KLA Corporation
KO / The Coca-Cola Company
MUB / iShares Trust - iShares National Muni Bond ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
MCD / McDonald's Corporation
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
ABT / Abbott Laboratories
ISRG / Intuitive Surgical, Inc.
TRV / The Travelers Companies, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
HD / The Home Depot, Inc.
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF
ADBE / Adobe Inc.
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
META / Meta Platforms, Inc.
BLK / BlackRock, Inc.
AVGO / Broadcom Inc.
AVGO / Broadcom Inc. Put
SOFI / SoFi Technologies, Inc.
WFC / Wells Fargo & Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IXC / iShares Trust - iShares Global Energy ETF
BX / Blackstone Inc.
ORLY / O'Reilly Automotive, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
KMB / Kimberly-Clark Corporation
PTON / Peloton Interactive, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AMZN / Amazon.com, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
AAPL / Apple Inc.
BA / The Boeing Company
MSFT / Microsoft Corporation
RHI / Robert Half Inc.
INTC / Intel Corporation
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
DHI / D.R. Horton, Inc.
KR / The Kroger Co.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
UNM / Unum Group
NEE / NextEra Energy, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
ARCC / Ares Capital Corporation
PLTR / Palantir Technologies Inc.
SPY / SPDR S&P 500 ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
UNH / UnitedHealth Group Incorporated
IYE / iShares Trust - iShares U.S. Energy ETF
KXI / iShares Trust - iShares Global Consumer Staples ETF
COP / ConocoPhillips
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
AMGN / Amgen Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
V / Visa Inc.
MMC / Marsh & McLennan Companies, Inc.
PANW / Palo Alto Networks, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
JKHY / Jack Henry & Associates, Inc.
WSO / Watsco, Inc.
AIA / iShares Trust - iShares Asia 50 ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
LNG / Cheniere Energy, Inc.
SPG / Simon Property Group, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
IYG / iShares Trust - iShares U.S. Financial Services ETF