Market Value50,099,954,663
Total Holdings517
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
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
UBER / Uber Technologies, Inc.
GGOV / Blackrock ETF Trust II - iShares Global Government Bond USD Hedged Active ETF
PFE / Pfizer Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
CY2 / Canadian National Railway Company
ZTS / Zoetis Inc.
AQST / Aquestive Therapeutics, Inc.
T / AT&T Inc.
YJUN / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Buffer ETF - June
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ISRG / Intuitive Surgical, Inc.
FNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November
LLY / Eli Lilly and Company
VERSX / Vanguard Emerging Markets Stock Index Fund
KO / The Coca-Cola Company
FATE / Fate Therapeutics, Inc.
AMD / Advanced Micro Devices, Inc.
AVGO / Broadcom Inc.
MA / Mastercard Incorporated
LMT / Lockheed Martin Corporation
BSXC / Boston Scientific Corporation
BAC / Bank of America Corporation
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
UNH / UnitedHealth Group Incorporated
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
WTW / Willis Towers Watson Public Limited Company
JPM / JPMorgan Chase & Co.
COST / Costco Wholesale Corporation
SPY / SPDR S&P 500 ETF
DVA / DaVita Inc.
CLPT / ClearPoint Neuro, Inc.
CSCO / Cisco Systems, Inc.
ADI / Analog Devices, Inc.
GOOGL / Alphabet Inc.
GOOGL / Alphabet Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
AEP / American Electric Power Company, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
HUBB / Hubbell Incorporated
AMCR / Amcor plc
CRWD / CrowdStrike Holdings, Inc.
ETN / Eaton Corporation plc
COP / ConocoPhillips
JWN / Nordstrom, Inc.
GRFS / Grifols, S.A. - Depositary Receipt (Common Stock)
CAVA / CAVA Group, Inc.
KEYS / Keysight Technologies, Inc.
ASTE / Astec Industries, Inc.
ECL / Ecolab Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DFS / Discover Financial Services
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
OEF / iShares Trust - iShares S&P 100 ETF
AJG / Arthur J. Gallagher & Co.
VCRM / Vanguard Municipal Bond Funds - Vanguard Core Tax-Exempt Bond ETF
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
IOT / Samsara Inc.
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
BKMC / BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
NBBK / NB Bancorp, Inc.
ITW / Illinois Tool Works Inc.
PH / Parker-Hannifin Corporation
ABT / Abbott Laboratories
ILCV / iShares Trust - iShares Morningstar Value ETF
SBUX / Starbucks Corporation
DHR / Danaher Corporation
SPOT / Spotify Technology S.A.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
AMAT / Applied Materials, Inc.
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
HLAL / Listed Funds Trust - Wahed FTSE USA Shariah ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
LOW / Lowe's Companies, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
CSM / ProShares Trust - ProShares Large Cap Core Plus
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
GLD / SPDR Gold Trust
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
C / Citigroup Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
CMCSA / Comcast Corporation
CTAS / Cintas Corporation
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
IYF / iShares Trust - iShares U.S. Financials ETF
VSDM / Vanguard Municipal Bond Funds - Vanguard Short Duration Tax-Exempt Bond ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
DVY / iShares Trust - iShares Select Dividend ETF
TMO / Thermo Fisher Scientific Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DUK / Duke Energy Corporation
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IGOV / iShares Trust - iShares International Treasury Bond ETF
CACI / CACI International Inc
VDE / Vanguard World Fund - Vanguard Energy ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BX / Blackstone Inc.
IBM / International Business Machines Corporation
URA / Global X Funds - Global X Uranium ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CI / The Cigna Group
PCAR / PACCAR Inc
EWJ / iShares, Inc. - iShares MSCI Japan ETF
PTY / PIMCO Corporate & Income Opportunity Fund
VUG / Vanguard Index Funds - Vanguard Growth ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
OTTR / Otter Tail Corporation
GILD / Gilead Sciences, Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
QQQ / Invesco QQQ Trust, Series 1
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
AVRE / American Century ETF Trust - Avantis Real Estate ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
ACN / Accenture plc
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BBSC / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
SHW / The Sherwin-Williams Company
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
MPC / Marathon Petroleum Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
HIG / The Hartford Insurance Group, Inc.
DELL / Dell Technologies Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
SHV / iShares Trust - iShares Short Treasury Bond ETF
UNP / Union Pacific Corporation
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
XT / iShares Trust - iShares Exponential Technologies ETF
VRTX / Vertex Pharmaceuticals Incorporated
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
PYPL / PayPal Holdings, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
XITK / SPDR Series Trust - SPDR FactSet Innovative Technology ETF
EME / EMCOR Group, Inc.
EBAY / eBay Inc.
ALL / The Allstate Corporation
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
IWX / iShares Trust - iShares Russell Top 200 Value ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CVMC / Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
INTF / iShares Trust - iShares International Equity Factor ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
NFLX / Netflix, Inc.
MAR / Marriott International, Inc.
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
MBB / iShares Trust - iShares MBS ETF
DE / Deere & Company
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
AMGN / Amgen Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
AWK / American Water Works Company, Inc.
ODFL / Old Dominion Freight Line, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
BLCN / Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
VKQ / Invesco Municipal Trust
NKE / NIKE, Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
TJX / The TJX Companies, Inc.
FDNI / First Trust Exchange-Traded Fund II - First Trust Dow Jones International Internet ETF
ANET / Arista Networks Inc
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
GD / General Dynamics Corporation
MS / Morgan Stanley
ACWI / iShares Trust - iShares MSCI ACWI ETF
QTUM / ETF Series Solutions - Defiance Quantum ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
JNJ / Johnson & Johnson
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
HONE / HarborOne Bancorp, Inc.
ORLY / O'Reilly Automotive, Inc.
HD / The Home Depot, Inc.
PLTR / Palantir Technologies Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IDXX / IDEXX Laboratories, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SHOP / Shopify Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
RY / Royal Bank of Canada
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
VKI / Invesco Advantage Municipal Income Trust II
ECG / Everus Construction Group, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
ROK / Rockwell Automation, Inc.
CRM / Salesforce, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
DNP / DNP Select Income Fund Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
CVIE / Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
CL / Colgate-Palmolive Company
RTX / RTX Corporation
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
KMI / Kinder Morgan, Inc.
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
TIP / iShares Trust - iShares TIPS Bond ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
ES / Eversource Energy
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
BRK.A / Berkshire Hathaway Inc.
CMG / Chipotle Mexican Grill, Inc.
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
PAG / Penske Automotive Group, Inc.
CARR / Carrier Global Corporation
IBTO / iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AXON / Axon Enterprise, Inc.
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
ABBV / AbbVie Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
URTH / iShares, Inc. - iShares MSCI World ETF
HON / Honeywell International Inc.
ARTY / iShares Trust - iShares Future AI & Tech ETF
BA / The Boeing Company
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
XPL / Solitario Resources Corp.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IWV / iShares Trust - iShares Russell 3000 ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
PSX / Phillips 66
EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
INTU / Intuit Inc.
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
UPS / United Parcel Service, Inc.
META / Meta Platforms, Inc.
WYNN / Wynn Resorts, Limited
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
MDU / MDU Resources Group, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CRS / Carpenter Technology Corporation
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
NAD / Nuveen Quality Municipal Income Fund
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
STCE / Schwab Strategic Trust - Schwab Crypto Thematic ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
KMB / Kimberly-Clark Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
MMC / Marsh & McLennan Companies, Inc.
BK / The Bank of New York Mellon Corporation
YUM / Yum! Brands, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
TXN / Texas Instruments Incorporated
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VCRB / Vanguard Core Bond Fund
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
GGG / Graco Inc.
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
KR / The Kroger Co.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IAU / iShares Gold Trust
IWN / iShares Trust - iShares Russell 2000 Value ETF
GEV / GE Vernova Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
MDT / Medtronic plc
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
AAPL / Apple Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ADTN / ADTRAN Holdings, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PG / The Procter & Gamble Company
MRK / Merck & Co., Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
USSG / DBX ETF Trust - Xtrackers MSCI USA Selection Equity ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
SYK / Stryker Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
VSAT / Viasat, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
FNF / Fidelity National Financial, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
WMT / Walmart Inc.
SON / Sonoco Products Company
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
PLD / Prologis, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
ADBE / Adobe Inc.
UMMA / Listed Funds Trust - Wahed Dow Jones Islamic World ETF
ADP / Automatic Data Processing, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
OVV / Ovintiv Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
LEGR / First Trust Exchange-Traded Fund VI - First Trust Indxx Innovative Transaction & Process ETF
USB / U.S. Bancorp
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
HDV / iShares Trust - iShares Core High Dividend ETF
GS / The Goldman Sachs Group, Inc.
GNMA / iShares Trust - iShares GNMA Bond ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
BRK.B / Berkshire Hathaway Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
DDM / ProShares Trust - ProShares Ultra Dow30
FUL / H.B. Fuller Company
NOW / ServiceNow, Inc.
PANW / Palo Alto Networks, Inc.
CVX / Chevron Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
MCD / McDonald's Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IWB / iShares Trust - iShares Russell 1000 ETF
ONON / On Holding AG
KNF / Knife River Corporation
AMZN / Amazon.com, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
FBIN / Fortune Brands Innovations, Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
NANR / SPDR Index Shares Funds - SPDR S&P North American Natural Resources ETF
TRN / Trinity Industries, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
AFL / Aflac Incorporated
VALQ / American Century ETF Trust - American Century U.S. Quality Value ETF
VZ / Verizon Communications Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
NEE / NextEra Energy, Inc.
BKCH / Global X Funds - Global X Blockchain ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
TSLA / Tesla, Inc.
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
PM / Philip Morris International Inc.
SHEN / Shenandoah Telecommunications Company
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
DINO / HF Sinclair Corporation
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
CVS / CVS Health Corporation
INTC / Intel Corporation
FIX / Comfort Systems USA, Inc.
TT / Trane Technologies plc
F / Ford Motor Company
XOM / Exxon Mobil Corporation
IDV / iShares Trust - iShares International Select Dividend ETF
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock)
NYCB / Flagstar Financial, Inc.
APP / AppLovin Corporation
DIS / The Walt Disney Company
BTC / Grayscale Bitcoin Mini Trust
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
GBTC / Grayscale Bitcoin Trust (BTC)
TRV / The Travelers Companies, Inc.
MO / Altria Group, Inc.
TPL / Texas Pacific Land Corporation
LRC2 / Lam Research Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares
CAT / Caterpillar Inc.
TOST / Toast, Inc.
BITO / ProShares Trust - ProShares Bitcoin ETF
IBIT / iShares Bitcoin Trust ETF
ORCL / Oracle Corporation
V / Visa Inc.
RDFN / Redfin Corporation
TMDX / TransMedics Group, Inc.
APH / Amphenol Corporation
VKTX / Viking Therapeutics, Inc.
SII / Sprott Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
MSFT / Microsoft Corporation
MDLZ / Mondelez International, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ED / Consolidated Edison, Inc.
COF / Capital One Financial Corporation
AMT / American Tower Corporation
DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
SJT / San Juan Basin Royalty Trust
SAP / SAP SE - Depositary Receipt (Common Stock)
VOX / Vanguard World Fund - Vanguard Communication Services ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
IBTP / iShares Trust - iShares iBonds Dec 2034 Term Treasury ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
PGR / The Progressive Corporation
CCD / Calamos Dynamic Convertible and Income Fund
SNBR / Sleep Number Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
WMB / The Williams Companies, Inc.
BBBI / Bondbloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
MMM / 3M Company
KKR / KKR & Co. Inc.
FDX / FedEx Corporation
PEP / PepsiCo, Inc.
WFC / Wells Fargo & Company
QCOM / QUALCOMM Incorporated
GE / General Electric Company
AXP / American Express Company