Market Value1,351,860,300
Total Holdings455
File Date2025-08-14
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
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(USD x1000)
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(USD x1000)
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CRWD / CrowdStrike Holdings, Inc.
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
BKDV / BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
NKE / NIKE, Inc.
MDT / Medtronic plc
ORLY / O'Reilly Automotive, Inc.
PAYX / Paychex, Inc.
KR / The Kroger Co.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
KBE / SPDR Series Trust - SPDR S&P Bank ETF
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
COIN / Coinbase Global, Inc.
GOOGL / Alphabet Inc.
ORCL / Oracle Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
HODL / VanEck Bitcoin ETF
LOUP / Innovator ETFs Trust - Innovator Deepwater Frontier Tech ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
BMI / Badger Meter, Inc.
KMB / Kimberly-Clark Corporation
WFC.PRL / Wells Fargo & Company - Preferred Stock
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
WSO / Watsco, Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
PSQA / Palmer Square Funds Trust - Palmer Square CLO Senior Debt ETF
C / Citigroup Inc. - Corporate Bond/Note
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
QQQ / Invesco QQQ Trust, Series 1
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
DKNG / DraftKings Inc.
TMO / Thermo Fisher Scientific Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CLOI / VanEck ETF Trust - VanEck CLO ETF
BRK.A / Berkshire Hathaway Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
BMY / Bristol-Myers Squibb Company
MMC / Marsh & McLennan Companies, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
ABBV / AbbVie Inc.
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
UNM / Unum Group
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
JNJ / Johnson & Johnson
TGT / Target Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
TJX / The TJX Companies, Inc.
MCK / McKesson Corporation Call
UNH / UnitedHealth Group Incorporated
ADM / Archer-Daniels-Midland Company
LMT / Lockheed Martin Corporation
VZ / Verizon Communications Inc.
MSFT / Microsoft Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ETN / Eaton Corporation plc
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
BA / The Boeing Company
CLX / The Clorox Company
FTRI / First Trust Exchange-Traded Fund II - First Trust Indxx Global Natural Resources Income ETF
PSQO / Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF
ELV / Elevance Health, Inc.
MS / Morgan Stanley
IYG / iShares Trust - iShares U.S. Financial Services ETF
PSX / Phillips 66
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
KBA / KraneShares Trust - KraneShares Bosera MSCI China A 50 Connect Index ETF
INTC / Intel Corporation
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
GLD / SPDR Gold Trust
PLTR / Palantir Technologies Inc.
FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund
USB / U.S. Bancorp
PM / Philip Morris International Inc.
PANW / Palo Alto Networks, Inc.
ABT / Abbott Laboratories
PTON / Peloton Interactive, Inc.
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
GOOG / Alphabet Inc.
AXP / American Express Company
DHR / Danaher Corporation
QCOM / QUALCOMM Incorporated
RCL / Royal Caribbean Cruises Ltd.
NEE / NextEra Energy, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
ACN / Accenture plc
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
AIA / iShares Trust - iShares Asia 50 ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
RHI / Robert Half Inc.
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
AMT / American Tower Corporation
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF
CME / CME Group Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
CHKP / Check Point Software Technologies Ltd.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IXC / iShares Trust - iShares Global Energy ETF
ADI / Analog Devices, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
SPXC / SPX Technologies, Inc.
LNG / Cheniere Energy, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ARCB / ArcBest Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
RZG / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Growth ETF
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
AMGN / Amgen Inc.
MDLZ / Mondelez International, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
LRCX / Lam Research Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
CL / Colgate-Palmolive Company
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
MDXH / MDxHealth SA
SHW / The Sherwin-Williams Company
PLD / Prologis, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
LUMN / Lumen Technologies, Inc.
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
EDIV / SPDR Index Shares Funds - SPDR S&P Emerging Markets Dividend ETF
DVY / iShares Trust - iShares Select Dividend ETF
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
IXN / iShares Trust - iShares Global Tech ETF
NET / Cloudflare, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
KXI / iShares Trust - iShares Global Consumer Staples ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
ET / Energy Transfer LP - Limited Partnership
MCK / McKesson Corporation
WSO.B / Watsco, Inc.
XSW / SPDR Series Trust - SPDR S&P Software & Services ETF
PFG / Principal Financial Group, Inc.
V / Visa Inc.
COPX / Global X Funds - Global X Copper Miners ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
MARB / First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
FTXN / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Oil & Gas ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
AVMV / American Century ETF Trust - Avantis U.S. Mid Cap Value ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BX / Blackstone Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
GRMN / Garmin Ltd.
DUK / Duke Energy Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CVX / Chevron Corporation
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
URA / Global X Funds - Global X Uranium ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
CAT / Caterpillar Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
REET / iShares Trust - iShares Global REIT ETF
CAH / Cardinal Health, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
WDIV / SPDR Index Shares Funds - SPDR S&P Global Dividend ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
T / AT&T Inc.
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
NUE / Nucor Corporation
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
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
DIS / The Walt Disney Company
FDX / FedEx Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
REM / iShares Trust - iShares Mortgage Real Estate ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
UNP / Union Pacific Corporation
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
LMB / Limbach Holdings, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
CLMT / Calumet, Inc.
ASTS / AST SpaceMobile, Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
MO / Altria Group, Inc.
SPRY / ARS Pharmaceuticals, Inc.
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
PEP / PepsiCo, Inc.
BITB / Bitwise Bitcoin ETF Trust
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
MLPA / Global X Funds - Global X MLP ETF
SMOT / VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
URTH / iShares, Inc. - iShares MSCI World ETF
TMUS / T-Mobile US, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
MDY / SPDR S&P MidCap 400 ETF Trust
ISRG / Intuitive Surgical, Inc.
TXN / Texas Instruments Incorporated
ECL / Ecolab Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
SCHW / The Charles Schwab Corporation
ARCC / Ares Capital Corporation
SBUX / Starbucks Corporation
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
NSC / Norfolk Southern Corporation
AGZ / iShares Trust - iShares Agency Bond ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
LOW / Lowe's Companies, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
SEB / Seaboard Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IBM / International Business Machines Corporation
OCSL / Oaktree Specialty Lending Corporation
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
TSLA / Tesla, Inc.
ILCG / iShares Trust - iShares Morningstar Growth ETF
OKE / ONEOK, Inc.
PLUG / Plug Power Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
KEMX / KraneShares Trust - KraneShares MSCI Emerging Markets ex China Index ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SLB / Schlumberger Limited
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
GOVI / Invesco Exchange-Traded Fund Trust II - Invesco Equal Weight 0-30 Year Treasury ETF
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
IDV / iShares Trust - iShares International Select Dividend ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
GWW / W.W. Grainger, Inc.
RAAX / VanEck Vectors ETF Trust - VanEck Real Assets ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
WFC / Wells Fargo & Company
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF
SPY / SPDR S&P 500 ETF
PHYS / Sprott Physical Gold Trust
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
GE / General Electric Company
CMG / Chipotle Mexican Grill, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
HD / The Home Depot, Inc.
MMM / 3M Company
MBB / iShares Trust - iShares MBS ETF
PTRB / PGIM ETF Trust - PGIM Total Return Bond ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
SHOP / Shopify Inc.
CSX / CSX Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
SO / The Southern Company
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SPC / Trust for Professional Managers - CrossingBridge Pre-Merger SPAC ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
EVRG / Evergy, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
RY / Royal Bank of Canada
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CORT / Corcept Therapeutics Incorporated
FTXR / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Transportation ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
XOM / Exxon Mobil Corporation
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
HAP / VanEck ETF Trust - VanEck Natural Resources ETF
HDV / iShares Trust - iShares Core High Dividend ETF
MCD / McDonald's Corporation Call
IWB / iShares Trust - iShares Russell 1000 ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
RTX / RTX Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
IBB / iShares Trust - iShares Biotechnology ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
SMB / VanEck ETF Trust - VanEck Short Muni ETF
HCA / HCA Healthcare, Inc.
SLQT / SelectQuote, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
CBSH / Commerce Bancshares, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CSCO / Cisco Systems, Inc.
LUV / Southwest Airlines Co.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
KLAC / KLA Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
EWW / iShares, Inc. - iShares MSCI Mexico ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
HTGC / Hercules Capital, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
PRU / Prudential Financial, Inc.
WMB / The Williams Companies, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
WM / Waste Management, Inc.
PFE / Pfizer Inc.
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
EMR / Emerson Electric Co.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
TTD / The Trade Desk, Inc.
KO / The Coca-Cola Company
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
F / Ford Motor Company
IVV / iShares Trust - iShares Core S&P 500 ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
MCD / McDonald's Corporation
IYE / iShares Trust - iShares U.S. Energy ETF
BLK / BlackRock, Inc.
JKHY / Jack Henry & Associates, Inc.
AVGO / Broadcom Inc. Put
EBGEF / Enbridge Inc. - Preferred Stock
DE / Deere & Company
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
AVGO / Broadcom Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SOFI / SoFi Technologies, Inc.
INTU / Intuit Inc.
TRV / The Travelers Companies, Inc.
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
COP / ConocoPhillips
PFF / iShares Trust - iShares Preferred and Income Securities ETF
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
CI / The Cigna Group
CTEV / Claritev Corporation
IGM / iShares Trust - iShares Expanded Tech Sector ETF
UMBF / UMB Financial Corporation
NVDA / NVIDIA Corporation
HON / Honeywell International Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ICE / Intercontinental Exchange, Inc.
MA / Mastercard Incorporated
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CTAS / Cintas Corporation
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF
MRK / Merck & Co., Inc.
META / Meta Platforms, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
IBIT / iShares Bitcoin Trust ETF
SIL / Global X Funds - Global X Silver Miners ETF
OUNZ / VanEck Merk Gold ETF
AMZN / Amazon.com, Inc.
BSX / Boston Scientific Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
JPM / JPMorgan Chase & Co.
VHT / Vanguard World Fund - Vanguard Health Care ETF
LCID / Lucid Group, Inc.
WMT / Walmart Inc.
BAC / Bank of America Corporation
ADBE / Adobe Inc.
LLY / Eli Lilly and Company
CRM / Salesforce, Inc.
AAPL / Apple Inc.
NFLX / Netflix, Inc.