Market Value178,353,158
Total Holdings698
File Date2024-01-10
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)
ABB / ABB Ltd. - ADR
PLUG / Plug Power Inc.
UIS / Unisys Corporation
PANW / Palo Alto Networks, Inc.
GLD / SPDR Gold Trust
SRE / Sempra
US05552Q2021 / BIMI INTERNATIONAL MEDICAL INC
BSGM / Streamex Corp.
SPY / SPDR S&P 500 ETF
CSQ / Calamos Strategic Total Return Fund
OGN / Organon & Co.
SNP / China Petroleum & Chemical Corp - ADR
MELI / MercadoLibre, Inc.
CTXS / Citrix Systems, Inc.
WMT / Walmart Inc.
GBNH / Greenbrook TMS Inc.
TJX / The TJX Companies, Inc.
X / United States Steel Corporation
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
NVNO / enVVeno Medical Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
TMO / Thermo Fisher Scientific Inc.
HTHT / H World Group Limited - Depositary Receipt (Common Stock)
UNP / Union Pacific Corporation
HIG / The Hartford Insurance Group, Inc.
PYPL / PayPal Holdings, Inc.
IMAC / IMAC Holdings Inc
ON / ON Semiconductor Corporation
DVY / iShares Trust - iShares Select Dividend ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
GIS / General Mills, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
IEIH / BlackRock Institutional Trust Company N.A. - iShares Evolved U.S. Innovative Healthcare ETF
IEFN / BlackRock Institutional Trust Company N.A. - iShares Evolved U.S. Financials ETF
KR / The Kroger Co.
REET / iShares Trust - iShares Global REIT ETF
KHC / The Kraft Heinz Company
COST / Costco Wholesale Corporation
JAMF / Jamf Holding Corp.
BB / BlackBerry Limited
GOOGL / Alphabet Inc.
MFGP / Micro Focus International Plc - ADR
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
NEA / Nuveen AMT-Free Quality Municipal Income Fund
NUVA / Nuvasive Inc
NVG / Nuveen AMT-Free Municipal Credit Income Fund
PTR / PetroChina Co. Ltd. - ADR
XIFR / XPLR Infrastructure, LP - Limited Partnership
BP / BP p.l.c. - Depositary Receipt (Common Stock)
XYZ / Block, Inc.
QS / QuantumScape Corporation
RETA / Reata Pharmaceuticals Inc - Class A
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
AMGN / Amgen Inc.
K / Kellanova
SNES / SenesTech, Inc.
SI / Shoulder Innovations, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
SPR / Spirit AeroSystems Holdings, Inc.
PHYS / Sprott Physical Gold Trust
STAB / Statera Biopharma, Inc.
TTM / Tata Motors Ltd. - ADR
SPCE / Virgin Galactic Holdings, Inc.
ALC / Alcon Inc.
TMDI / Titan Medical Inc
DD / DuPont de Nemours, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
EMR / Emerson Electric Co.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
WOLF / Wolfspeed, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
VRAY / ViewRay Inc.
BAMR / Brookfield Reinsurance Ltd (Exchangeable Shares, Sub Voting) - Class A
BG / Bunge Global SA
VYGG.U / Vy Global Growth Units, each consisting of one Class A ordinary share and one-fourth of a redeemable
ATCO / Atlas Corp.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
LNT / Alliant Energy Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
TGNA / TEGNA Inc.
TEAM / Atlassian Corporation
WFC / Wells Fargo & Company
CME / CME Group Inc.
SMG / The Scotts Miracle-Gro Company
ST / Sensata Technologies Holding plc
TDOC / Teladoc Health, Inc.
NKLA / Nikola Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock)
NIO / NIO Inc. - Depositary Receipt (Common Stock)
NFLX / Netflix, Inc.
STLAM / Stellantis N.V.
IFN / The India Fund, Inc.
NUWE / Nuwellis, Inc.
BYND / Beyond Meat, Inc.
WELL / Welltower Inc.
T / AT&T Inc.
CB / Chubb Limited
CGC / Canopy Growth Corporation
HPQ / HP Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
NGG / National Grid plc - Depositary Receipt (Common Stock)
NSPR / InspireMD, Inc.
DASH / DoorDash, Inc.
NXPI / NXP Semiconductors N.V.
BITS / Global X Funds - Global X Blockchain & Bitcoin Strategy ETF
LIN / Linde plc
DXCM / DexCom, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
CHGG / Chegg, Inc.
ADM / Archer-Daniels-Midland Company
AXP / American Express Company
MUB / iShares Trust - iShares National Muni Bond ETF
AZEK / The AZEK Company Inc.
KMI / Kinder Morgan, Inc.
SJM / The J. M. Smucker Company
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SLVM / Sylvamo Corporation
OGIG / ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF
CCL / Carnival Corporation & plc
PM / Philip Morris International Inc.
SPSC / SPS Commerce, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
PATH / UiPath Inc.
IQI / Invesco Quality Municipal Income Trust
NET / Cloudflare, Inc.
WBA / Walgreens Boots Alliance, Inc.
IIM / Invesco Value Municipal Income Trust
QQQ / Invesco QQQ Trust, Series 1
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
MO / Altria Group, Inc.
RNG / RingCentral, Inc.
ILMN / Illumina, Inc.
CSCO / Cisco Systems, Inc.
CE / Celanese Corporation
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
SUPN / Supernus Pharmaceuticals, Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
CPHC / Canterbury Park Holding Corporation
DYNT / Dynatronics Corporation
ARCO / Arcos Dorados Holdings Inc.
PAGS / PagSeguro Digital Ltd.
EL / The Estée Lauder Companies Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
ONL / Orion Properties Inc.
TRV / The Travelers Companies, Inc.
CGGO / Capital Group Global Growth Equity ETF
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
FROG / JFrog Ltd.
AMAT / Applied Materials, Inc.
EXC / Exelon Corporation
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
DKNG / DraftKings Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IBM / International Business Machines Corporation
ZM / Zoom Communications Inc.
OTIS / Otis Worldwide Corporation
HON / Honeywell International Inc.
QTWO / Q2 Holdings, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MFC / Manulife Financial Corporation
PENN / PENN Entertainment, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
ELV / Elevance Health, Inc.
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
DIS / The Walt Disney Company
DAL / Delta Air Lines, Inc.
HPE / Hewlett Packard Enterprise Company
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
IDV / iShares Trust - iShares International Select Dividend ETF
POST / Post Holdings, Inc.
EOG / EOG Resources, Inc.
CRESY / Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
GM / General Motors Company
REGN / Regeneron Pharmaceuticals, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
LOW / Lowe's Companies, Inc.
GOF / Guggenheim Strategic Opportunities Fund
THG / The Hanover Insurance Group, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
FDX / FedEx Corporation
HLTH / Cue Health Inc.
AAL / American Airlines Group Inc.
CVY / Invesco Exchange-Traded Fund Trust - Invesco Zacks Multi-Asset Income ETF
CHS / Chico's FAS, Inc.
VEEV / Veeva Systems Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
MDLZ / Mondelez International, Inc.
LLY / Eli Lilly and Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ALL / The Allstate Corporation
EWJ / iShares, Inc. - iShares MSCI Japan ETF
XEL / Xcel Energy Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CRM / Salesforce, Inc.
CAT / Caterpillar Inc.
F / Ford Motor Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
UNH / UnitedHealth Group Incorporated
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
VZ / Verizon Communications Inc.
PRU / Prudential Financial, Inc.
MMM / 3M Company
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
KO / The Coca-Cola Company
FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
TT / Trane Technologies plc
VFC / V.F. Corporation
IDA / IDACORP, Inc.
BBU / Brookfield Business Partners L.P. - Limited Partnership
COP / ConocoPhillips
IVV / iShares Trust - iShares Core S&P 500 ETF
HOWL / Werewolf Therapeutics, Inc.
OSK / Oshkosh Corporation
ES / Eversource Energy
UA / Under Armour, Inc.
IRTC / iRhythm Technologies, Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
AEP / American Electric Power Company, Inc.
BBH / VanEck ETF Trust - VanEck Biotech ETF
TWLO / Twilio Inc.
ARGX / argenx SE - Depositary Receipt (Common Stock)
TTD / The Trade Desk, Inc.
PATK / Patrick Industries, Inc.
OKTA / Okta, Inc.
CVS / CVS Health Corporation
ASIX / AdvanSix Inc.
IAU / iShares Gold Trust
VALE / Vale S.A. - Depositary Receipt (Common Stock)
IWN / iShares Trust - iShares Russell 2000 Value ETF
PCYO / Pure Cycle Corporation
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
ORCL / Oracle Corporation
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
VTV / Vanguard Index Funds - Vanguard Value ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
U / Unity Software Inc.
ASG / Liberty All-Star Growth Fund, Inc.
BMO / Bank of Montreal
VGT / Vanguard World Fund - Vanguard Information Technology ETF
DOC / Healthpeak Properties, Inc.
PNC / The PNC Financial Services Group, Inc.
CHN / The China Fund, Inc.
NXST / Nexstar Media Group, Inc.
DOW / Dow Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TD / The Toronto-Dominion Bank
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
V / Visa Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
WAB / Westinghouse Air Brake Technologies Corporation
PAM / Pampa Energía S.A. - Depositary Receipt (Common Stock)
GTN / Gray Media, Inc.
KMB / Kimberly-Clark Corporation
CNQ / Canadian Natural Resources Limited
VTRS / Viatris Inc.
DCI / Donaldson Company, Inc.
SPGI / S&P Global Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
GTNA / Gray Television, Inc. - Class A
MSI / Motorola Solutions, Inc.
STZ / Constellation Brands, Inc.
GE / General Electric Company
FFTY / Innovator ETFs Trust - Innovator IBD 50 ETF
DE / Deere & Company
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
SLV / iShares Silver Trust
FAST / Fastenal Company
RCL / Royal Caribbean Cruises Ltd.
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
PTON / Peloton Interactive, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ORI / Old Republic International Corporation
IGRO / iShares Trust - iShares International Dividend Growth ETF
MKC / McCormick & Company, Incorporated
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
ZTS / Zoetis Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
FMAT / Fidelity Covington Trust - Fidelity MSCI Materials Index ETF
GMED / Globus Medical, Inc.
DELL / Dell Technologies Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
CRON / Cronos Group Inc.
IR / Ingersoll Rand Inc.
FCPT / Four Corners Property Trust, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
CYRX / Cryoport, Inc.
AIG / American International Group, Inc.
AMP / Ameriprise Financial, Inc.
SCCO / Southern Copper Corporation
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
AN / AutoNation, Inc.
AVA / Avista Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SBUX / Starbucks Corporation
ITW / Illinois Tool Works Inc.
HAS / Hasbro, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CCI / Crown Castle Inc.
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
PNR / Pentair plc
GMAB / Genmab A/S - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF
LEN / Lennar Corporation
SRPT / Sarepta Therapeutics, Inc.
MA / Mastercard Incorporated
DTM / DT Midstream, Inc.
KURE / KraneShares Trust - KraneShares MSCI All China Health Care Index ETF
KTB / Kontoor Brands, Inc.
LUMN / Lumen Technologies, Inc.
ASAN / Asana, Inc.
UPS / United Parcel Service, Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
RIVN / Rivian Automotive, Inc.
MDT / Medtronic plc
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CMG / Chipotle Mexican Grill, Inc.
RTX / RTX Corporation
CGGR / Capital Group Growth ETF
FITB / Fifth Third Bancorp
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
CVX / Chevron Corporation
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
ENB / Enbridge Inc.
IRM / Iron Mountain Incorporated
SHOP / Shopify Inc.
BSX / Boston Scientific Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PNW / Pinnacle West Capital Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
CMCSA / Comcast Corporation
FIBK / First Interstate BancSystem, Inc.
FLEX / Flex Ltd.
CEG / Constellation Energy Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MET / MetLife, Inc.
LOGI / Logitech International S.A.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
CI / The Cigna Group
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
BYON / Beyond, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
AXON / Axon Enterprise, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
HD / The Home Depot, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PPG / PPG Industries, Inc.
TGT / Target Corporation
ROK / Rockwell Automation, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
PFE / Pfizer Inc.
DLR / Digital Realty Trust, Inc.
TDG / TransDigm Group Incorporated
ZBH / Zimmer Biomet Holdings, Inc.
ETSY / Etsy, Inc.
CRSP / CRISPR Therapeutics AG
PODD / Insulet Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
MRK / Merck & Co., Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ALK / Alaska Air Group, Inc.
CSX / CSX Corporation
DRI / Darden Restaurants, Inc.
AFL / Aflac Incorporated
RBLX / Roblox Corporation
BRK.B / Berkshire Hathaway Inc.
MSB / Mesabi Trust
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
IYW / iShares Trust - iShares U.S. Technology ETF
PSA / Public Storage
KD / Kyndryl Holdings, Inc.
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
DOCU / DocuSign, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
PINS / Pinterest, Inc.
WDAY / Workday, Inc.
BRBR / BellRing Brands, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
BBUC / Brookfield Business Corporation
CTSH / Cognizant Technology Solutions Corporation
WY / Weyerhaeuser Company
CHTR / Charter Communications, Inc.
GILD / Gilead Sciences, Inc.
EW / Edwards Lifesciences Corporation
HRL / Hormel Foods Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VICE / AdvisorShares Trust - AdvisorShares Vice ETF
PLD / Prologis, Inc.
AVNS / Avanos Medical, Inc.
HERO / Global X Funds - Global X Video Games & Esports ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
BKH / Black Hills Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
ABNB / Airbnb, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CCEP / Coca-Cola Europacific Partners PLC
IP / International Paper Company
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
WDC / Western Digital Corporation
UBS / UBS Group AG
LYB / LyondellBasell Industries N.V.
APOG / Apogee Enterprises, Inc.
LITE / Lumentum Holdings Inc.
NVT / nVent Electric plc
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
NKE / NIKE, Inc.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
ASB / Associated Banc-Corp
GS / The Goldman Sachs Group, Inc.
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
IVW / iShares Trust - iShares S&P 500 Growth ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
WM / Waste Management, Inc.
DOCN / DigitalOcean Holdings, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
IYF / iShares Trust - iShares U.S. Financials ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
CSR / Centerspace
PIPR / Piper Sandler Companies
IFF / International Flavors & Fragrances Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
NOW / ServiceNow, Inc.
PSX / Phillips 66
JETS / ETF Series Solutions - U.S. Global Jets ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
PARA / Paramount Global
ALE / ALLETE, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
ISRG / Intuitive Surgical, Inc.
AL / Air Lease Corporation
NU / Nu Holdings Ltd.
CPNG / Coupang, Inc.
WEC / WEC Energy Group, Inc.
PHM / PulteGroup, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
BNS / The Bank of Nova Scotia
O / Realty Income Corporation
HBI / Hanesbrands Inc.
MCD / McDonald's Corporation
XOM / Exxon Mobil Corporation
ZIMV / ZimVie Inc.
KLAC / KLA Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
COKE / Coca-Cola Consolidated, Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
FE / FirstEnergy Corp.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ALLE / Allegion plc
AMD / Advanced Micro Devices, Inc.
LEG / Leggett & Platt, Incorporated
PLM / Polymet Mining Corp
ARCE / Arco Platform Ltd - Class A
INTC / Intel Corporation
ATVI / Activision Blizzard Inc
JMIA / Jumia Technologies AG - Depositary Receipt (Common Stock)
FFLG / Fidelity Covington Trust - Fidelity Fundamental Large Cap Growth ETF
NVCR / NovoCure Limited
ICLN / iShares Trust - iShares Global Clean Energy ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PH / Parker-Hannifin Corporation
LPSN / LivePerson, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
AMZN / Amazon.com, Inc.
USB / U.S. Bancorp
FSR / Fisker Inc.
CHWY / Chewy, Inc.
BAM / Brookfield Asset Management Ltd.
MARA / MARA Holdings, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
BBY / Best Buy Co., Inc.
DFE / WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund
DNP / DNP Select Income Fund Inc.
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
AIEQ / Amplify ETF Trust - Amplify AI Powered Equity ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
TRVN / Trevena, Inc.
CP / Canadian Pacific Kansas City Limited
LW / Lamb Weston Holdings, Inc.
BWAY / BrainsWay Ltd. - Depositary Receipt (Common Stock)
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
PII / Polaris Inc.
MTZ / MasTec, Inc.
VAC / Marriott Vacations Worldwide Corporation
TMDX / TransMedics Group, Inc.
CVRX / CVRx, Inc.
STE / STERIS plc
HBAN / Huntington Bancshares Incorporated
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
UNIT / Uniti Group Inc.
DUK / Duke Energy Corporation
PTBD / Pacer Funds Trust - Pacer Trendpilot US Bond ETF
LCID / Lucid Group, Inc.
ADSK / Autodesk, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
WRK / WestRock Company
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
VFL / abrdn National Municipal Income Fund
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
Z / Zillow Group, Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
DTE / DTE Energy Company
WPC / W. P. Carey Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
VMW / Vmware Inc. - Class A
QNCX / Quince Therapeutics, Inc.
EVGO / EVgo, Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
EDIT / Editas Medicine, Inc.
RIOT / Riot Platforms, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
HII / Huntington Ingalls Industries, Inc.
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
SO / The Southern Company
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
BIPC / Brookfield Infrastructure Corporation
GOOG / Alphabet Inc.
IETC / iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
BEPC / Brookfield Renewable Corporation
BHF / Brighthouse Financial, Inc.
C.WSA / Citigroup, Inc.
ONC / BeOne Medicines AG - Depositary Receipt (Common Stock)
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VSTO / Vista Outdoor Inc.
NVDA / NVIDIA Corporation
PFG / Principal Financial Group, Inc.
LRCX / Lam Research Corporation
AAPL / Apple Inc.
MSFT / Microsoft Corporation
CGDV / Capital Group Dividend Value ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
QCOM / QUALCOMM Incorporated
SRDX / Surmodics, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MPWR / Monolithic Power Systems, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DAY / Dayforce Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
OGI / Organigram Global Inc.
XPEV / XPeng Inc. - Depositary Receipt (Common Stock)
PEP / PepsiCo, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
WBD / Warner Bros. Discovery, Inc.
LRN / Stride, Inc.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
STX / Seagate Technology Holdings plc
CARR / Carrier Global Corporation
HUM / Humana Inc.
ETN / Eaton Corporation plc
ABMD / Abiomed Inc.
PEG / Public Service Enterprise Group Incorporated
OGS / ONE Gas, Inc.
GD / General Dynamics Corporation
ICUI / ICU Medical, Inc.
WST / West Pharmaceutical Services, Inc.
CLX / The Clorox Company
GSK / GSK plc - Depositary Receipt (Common Stock)
PSTV / Plus Therapeutics, Inc.
COIN / Coinbase Global, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
FIS / Fidelity National Information Services, Inc.
ZYXI / Zynex, Inc.
INCY / Incyte Corporation
SKX / Skechers U.S.A., Inc.
NEE / NextEra Energy, Inc.
RY / Royal Bank of Canada
META / Meta Platforms, Inc.
MCK / McKesson Corporation
ANET / Arista Networks Inc
BSY / Bentley Systems, Incorporated
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ORLY / O'Reilly Automotive, Inc.
DXC / DXC Technology Company
ROST / Ross Stores, Inc.
ASTR / Astra Space, Inc.
TFC / Truist Financial Corporation
STNE / StoneCo Ltd.
CRNC / Cerence Inc.
TEL / TE Connectivity plc
JNJ / Johnson & Johnson
APD / Air Products and Chemicals, Inc.
PG / The Procter & Gamble Company
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
AMT / American Tower Corporation
AVGO / Broadcom Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
WMB / The Williams Companies, Inc.
SGEN / Seagen Inc
JCI / Johnson Controls International plc
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
MAS / Masco Corporation
PLTR / Palantir Technologies Inc.
SNOW / Snowflake Inc.
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
ARDS / Aridis Pharmaceuticals, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
BA / The Boeing Company
TSLA / Tesla, Inc.
SLB / Schlumberger Limited
CTVA / Corteva, Inc.
ASXC / Asensus Surgical, Inc.
OKE / ONEOK, Inc.
MAT / Mattel, Inc.
PSLV / Sprott Physical Silver Trust
JPM / JPMorgan Chase & Co.
VRNS / Varonis Systems, Inc.
MRNA / Moderna, Inc.
MU / Micron Technology, Inc.
ADBE / Adobe Inc.
ABT / Abbott Laboratories
WYNN / Wynn Resorts, Limited
SNDL / SNDL Inc.
AYX / Alteryx, Inc.
BIIB / Biogen Inc.
MRVL / Marvell Technology, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
KGRN / KraneShares Trust - KraneShares MSCI China Clean Technology Index ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
BGRN / iShares Trust - iShares USD Green Bond ETF
BMY / Bristol-Myers Squibb Company
BAC / Bank of America Corporation
C / Citigroup Inc. - Corporate Bond/Note
AMRC / Ameresco, Inc.
TTWO / Take-Two Interactive Software, Inc.
CFLT / Confluent, Inc.
CHPT / ChargePoint Holdings, Inc.
BILI / Bilibili Inc. - Depositary Receipt (Common Stock)
EWY / iShares, Inc. - iShares MSCI South Korea ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
UL / Unilever PLC - Depositary Receipt (Common Stock)
LRGE / Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF
RPM / RPM International Inc.
FLGT / Fulgent Genetics, Inc.
ZBRA / Zebra Technologies Corporation
SFIX / Stitch Fix, Inc.
SENS / Senseonics Holdings, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
TIP / iShares Trust - iShares TIPS Bond ETF
IXN / iShares Trust - iShares Global Tech ETF
SU / Suncor Energy Inc.
CRWD / CrowdStrike Holdings, Inc.
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
FUN / Six Flags Entertainment Corporation
PRLB / Proto Labs, Inc.
DEW / WisdomTree Trust - WisdomTree Global High Dividend Fund
LICY / Li-Cycle Holdings Corp.
TITN / Titan Machinery Inc.
NWL / Newell Brands Inc.
ECL / Ecolab Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
CHK / Chesapeake Energy Corporation
CELU / Celularity Inc.
MPW / Medical Properties Trust, Inc.
TRP / TC Energy Corporation
MRO / Marathon Oil Corporation
ROKU / Roku, Inc.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
AFK / VanEck ETF Trust - VanEck Africa Index ETF
MDB / MongoDB, Inc.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF