Market Value292,102,660
Total Holdings724
File Date2025-04-18
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
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ABT / Abbott Laboratories
NGG / National Grid plc - Depositary Receipt (Common Stock)
PANW / Palo Alto Networks, Inc.
MAR / Marriott International, Inc.
CSCO / Cisco Systems, Inc.
HON / Honeywell International Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
GOOGL / Alphabet Inc.
TDOC / Teladoc Health, Inc.
FDX / FedEx Corporation
VEEV / Veeva Systems Inc.
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
SSNC / SS&C Technologies Holdings, Inc.
QTWO / Q2 Holdings, Inc.
CPHC / Canterbury Park Holding Corporation
RPM / RPM International Inc.
AGNC / AGNC Investment Corp.
SPGI / S&P Global Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
RUNN / Strategic Trust - Running Oak Efficient Growth ETF
EOG / EOG Resources, Inc.
NET / Cloudflare, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
BXSL / Blackstone Secured Lending Fund
MFC / Manulife Financial Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SOLV / Solventum Corporation
FRI / First Trust Exchange-Traded Fund - First Trust S&P REIT Index Fund
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IGRO / iShares Trust - iShares International Dividend Growth ETF
CGBL / Capital Group Core Balanced ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
PAGS / PagSeguro Digital Ltd.
PATH / UiPath Inc.
IETC / iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
TQQQ / ProShares Trust - ProShares UltraPro QQQ
NXST / Nexstar Media Group, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
WAB / Westinghouse Air Brake Technologies Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
DE / Deere & Company
QS / QuantumScape Corporation
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
FLUT / Flutter Entertainment plc
FFTY / Innovator ETFs Trust - Innovator IBD 50 ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
MDLZ / Mondelez International, Inc.
FI / Fiserv, Inc.
DIS / The Walt Disney Company
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BMY / Bristol-Myers Squibb Company
BRSP / BrightSpire Capital, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
BEPC / Brookfield Renewable Corporation
CAT / Caterpillar Inc.
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
GEV / GE Vernova Inc.
ASG / Liberty All-Star Growth Fund, Inc.
BDX / Becton, Dickinson and Company
MMC / Marsh & McLennan Companies, Inc.
TD / The Toronto-Dominion Bank
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
CNQ / Canadian Natural Resources Limited
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ALEX / Alexander & Baldwin, Inc.
SILA / Sila Realty Trust, Inc.
CRON / Cronos Group Inc.
MSI / Motorola Solutions, Inc.
SLV / iShares Silver Trust
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
RUM / Rumble Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
ORI / Old Republic International Corporation
GMAB / Genmab A/S - Depositary Receipt (Common Stock)
SNCY / Sun Country Airlines Holdings, Inc.
MOH / Molina Healthcare, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
XYZ / Block, Inc.
BLDR / Builders FirstSource, Inc.
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
CGXU / Capital Group International Focus Equity ETF
POCI / Precision Optics Corporation, Inc.
CYRX / Cryoport, Inc.
CP / Canadian Pacific Kansas City Limited
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
LEN / Lennar Corporation
SE / Sea Limited - Depositary Receipt (Common Stock)
AMP / Ameriprise Financial, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AN / AutoNation, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
TEAM / Atlassian Corporation
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
BSX / Boston Scientific Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
HAS / Hasbro, Inc.
FIBK / First Interstate BancSystem, Inc.
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
FE / FirstEnergy Corp.
PNR / Pentair plc
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
ABBV / AbbVie Inc.
KTB / Kontoor Brands, Inc.
DTM / DT Midstream, Inc.
ASAN / Asana, Inc.
UPS / United Parcel Service, Inc.
ENB / Enbridge Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
MDT / Medtronic plc
AFL / Aflac Incorporated
PINS / Pinterest, Inc.
CMG / Chipotle Mexican Grill, Inc.
FITB / Fifth Third Bancorp
CGGR / Capital Group Growth ETF
EPR / EPR Properties
DG / Dollar General Corporation
WY / Weyerhaeuser Company
AIEQ / Amplify ETF Trust - Amplify AI Powered Equity ETF
CCEP / Coca-Cola Europacific Partners PLC
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ALK / Alaska Air Group, Inc.
LOGI / Logitech International S.A.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
TDG / TransDigm Group Incorporated
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IRM / Iron Mountain Incorporated
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
MRK / Merck & Co., Inc.
DLR / Digital Realty Trust, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
RBLX / Roblox Corporation
PPG / PPG Industries, Inc.
SSKN / STRATA Skin Sciences, Inc.
DD / DuPont de Nemours, Inc.
BAM / Brookfield Asset Management Ltd.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
CGHM / Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
EW / Edwards Lifesciences Corporation
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
IYW / iShares Trust - iShares U.S. Technology ETF
GILD / Gilead Sciences, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
ZIMV / ZimVie Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
OWL / Blue Owl Capital Inc.
PLD / Prologis, Inc.
AVNS / Avanos Medical, Inc.
EWBC / East West Bancorp, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CVE / Cenovus Energy Inc.
ASB / Associated Banc-Corp
VZ / Verizon Communications Inc.
DOCN / DigitalOcean Holdings, Inc.
VFC / V.F. Corporation
TT / Trane Technologies plc
VALE / Vale S.A. - Depositary Receipt (Common Stock)
ITB / iShares Trust - iShares U.S. Home Construction ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
SU / Suncor Energy Inc.
JETS / ETF Series Solutions - U.S. Global Jets ETF
FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
IAU / iShares Gold Trust
IDA / IDACORP, Inc.
CVS / CVS Health Corporation
BBU / Brookfield Business Partners L.P. - Limited Partnership
PSX / Phillips 66
UA / Under Armour, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IRTC / iRhythm Technologies, Inc.
GD / General Dynamics Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
PARA / Paramount Global
EMR / Emerson Electric Co.
ALE / ALLETE, Inc.
XOM / Exxon Mobil Corporation
CGUS / Capital Group Core Equity ETF
MMYT / MakeMyTrip Limited
BNS / The Bank of Nova Scotia
AL / Air Lease Corporation
COKE / Coca-Cola Consolidated, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
THG / The Hanover Insurance Group, Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
V / Visa Inc.
ABNB / Airbnb, Inc.
MET / MetLife, Inc.
CRM / Salesforce, Inc.
LITE / Lumentum Holdings Inc.
KLG / WK Kellogg Co
SLVM / Sylvamo Corporation
TEL / TE Connectivity plc
F / Ford Motor Company
PHM / PulteGroup, Inc.
BC / Brunswick Corporation
W / Wayfair Inc.
MCD / McDonald's Corporation
IQI / Invesco Quality Municipal Income Trust
MO / Altria Group, Inc.
ARCO / Arcos Dorados Holdings Inc.
EQC / Equity Commonwealth
IXN / iShares Trust - iShares Global Tech ETF
TIP / iShares Trust - iShares TIPS Bond ETF
AEP / American Electric Power Company, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
BNT / Brookfield Wealth Solutions Ltd.
KMI / Kinder Morgan, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
GOF / Guggenheim Strategic Opportunities Fund
ZTS / Zoetis Inc.
BWG / Legg Mason BW Global Income Opportunities Fund Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
DAY / Dayforce Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
PAM / Pampa Energía S.A. - Depositary Receipt (Common Stock)
GTNA / Gray Television, Inc. - Class A
LOW / Lowe's Companies, Inc.
UHALB / U-Haul Holding Company - Series N
BCE / BCE Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
US52603BAD91 / CONV. NOTE
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
DRI / Darden Restaurants, Inc.
HUM / Humana Inc.
PSA / Public Storage
ELV / Elevance Health, Inc.
DOCU / DocuSign, Inc.
NKE / NIKE, Inc.
BBH / VanEck ETF Trust - VanEck Biotech ETF
CHTR / Charter Communications, Inc.
PIPR / Piper Sandler Companies
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
IDHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF
PCYO / Pure Cycle Corporation
NEUE / NeueHealth, Inc.
RNG / RingCentral, Inc.
BRK.B / Berkshire Hathaway Inc.
AMAT / Applied Materials, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
PNC / The PNC Financial Services Group, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
GM / General Motors Company
WDAY / Workday, Inc.
IIM / Invesco Value Municipal Income Trust
U / Unity Software Inc.
HOWL / Werewolf Therapeutics, Inc.
BG / Bunge Global SA
ETHE / Grayscale Ethereum Trust
CHN / The China Fund, Inc.
SNDL / SNDL Inc.
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
CGDV / Capital Group Dividend Value ETF
UI / Ubiquiti Inc.
ZM / Zoom Communications Inc.
QQQ / Invesco QQQ Trust, Series 1
IWD / iShares Trust - iShares Russell 1000 Value ETF
GEAR / Revelyst, Inc.
RIOT / Riot Platforms, Inc.
LICY / Li-Cycle Holdings Corp.
Z / Zillow Group, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
FTHY / First Trust High Yield Opportunities 2027 Term Fund
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
BODI / The Beachbody Company, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
FFLG / Fidelity Covington Trust - Fidelity Fundamental Large Cap Growth ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CGGO / Capital Group Global Growth Equity ETF
DKNG / DraftKings Inc.
PMX / PIMCO Municipal Income Fund III
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
UPRO / ProShares Trust - ProShares UltraPro S&P500
REGN / Regeneron Pharmaceuticals, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
CVY / Invesco Exchange-Traded Fund Trust - Invesco Zacks Multi-Asset Income ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
DOW / Dow Inc.
DOC / Healthpeak Properties, Inc.
RIVN / Rivian Automotive, Inc.
ACGL / Arch Capital Group Ltd.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
FYBR / Frontier Communications Parent, Inc.
LADR / Ladder Capital Corp
SHOP / Shopify Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
UHAL / U-Haul Holding Company
ROK / Rockwell Automation, Inc.
PFE / Pfizer Inc.
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
ALC / Alcon Inc.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
FETH / Fidelity Ethereum Fund
BKH / Black Hills Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
ETSY / Etsy, Inc.
ON / ON Semiconductor Corporation
MSB / Mesabi Trust
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
EDD / Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
FMDE / Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
KD / Kyndryl Holdings, Inc.
VST / Vistra Corp.
DEA / Easterly Government Properties, Inc.
NVT / nVent Electric plc
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
CROX / Crocs, Inc.
US94419LAM37 / CONV. NOTE
BRBR / BellRing Brands, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
HSY / The Hershey Company
PDX / PIMCO Dynamic Income Strategy Fund
PEG / Public Service Enterprise Group Incorporated
UNH / UnitedHealth Group Incorporated
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
VTS / Vitesse Energy, Inc.
WM / Waste Management, Inc.
RSG / Republic Services, Inc.
US87918AAF21 / CONV. NOTE
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
SPG / Simon Property Group, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ICUI / ICU Medical, Inc.
APOG / Apogee Enterprises, Inc.
BGRN / iShares Trust - iShares USD Green Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IYF / iShares Trust - iShares U.S. Financials ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
ES / Eversource Energy
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
GS / The Goldman Sachs Group, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
COP / ConocoPhillips
SAP / SAP SE - Depositary Receipt (Common Stock)
GRAL / GRAIL, Inc.
PATK / Patrick Industries, Inc.
CELU / Celularity Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
FESM / Fidelity Covington Trust - Fidelity Enhanced Small Cap ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
NOW / ServiceNow, Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF
KKR / KKR & Co. Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TTD / The Trade Desk, Inc.
ARGX / argenx SE - Depositary Receipt (Common Stock)
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
WEC / WEC Energy Group, Inc.
UBS / UBS Group AG
IWN / iShares Trust - iShares Russell 2000 Value ETF
O / Realty Income Corporation
CPNG / Coupang, Inc.
HBI / Hanesbrands Inc.
ISRG / Intuitive Surgical, Inc.
AFK / VanEck ETF Trust - VanEck Africa Index ETF
NU / Nu Holdings Ltd.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
HERO / Global X Funds - Global X Video Games & Esports ETF
ACN / Accenture plc
TMUS / T-Mobile US, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ALB / Albemarle Corporation
ADBE / Adobe Inc.
RPRX / Royalty Pharma plc
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ROST / Ross Stores, Inc.
CMCSA / Comcast Corporation
ETN / Eaton Corporation plc
VTRS / Viatris Inc.
LRCX / Lam Research Corporation
PTON / Peloton Interactive, Inc.
CNP / CenterPoint Energy, Inc.
CGC / Canopy Growth Corporation
EDIT / Editas Medicine, Inc.
COIN / Coinbase Global, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
WHR / Whirlpool Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
EXC / Exelon Corporation
DAL / Delta Air Lines, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
BIVI / BioVie Inc.
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
POST / Post Holdings, Inc.
NOC / Northrop Grumman Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
RCL / Royal Caribbean Cruises Ltd.
IGF / iShares Trust - iShares Global Infrastructure ETF
IBM / International Business Machines Corporation
SPCE / Virgin Galactic Holdings, Inc.
DCI / Donaldson Company, Inc.
BITS / Global X Funds - Global X Blockchain & Bitcoin Strategy ETF
QCOM / QUALCOMM Incorporated
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
OGIG / ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF
EXAS / Exact Sciences Corporation
WBA / Walgreens Boots Alliance, Inc.
SUPN / Supernus Pharmaceuticals, Inc.
SWX / Southwest Gas Holdings, Inc.
IBIT / iShares Bitcoin Trust ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
PM / Philip Morris International Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BILI / Bilibili Inc. - Depositary Receipt (Common Stock)
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
BMO / Bank of Montreal
TRV / The Travelers Companies, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
CCL / Carnival Corporation & plc
MPWR / Monolithic Power Systems, Inc.
CE / Celanese Corporation
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
ILMN / Illumina, Inc.
SPSC / SPS Commerce, Inc.
HPE / Hewlett Packard Enterprise Company
FROG / JFrog Ltd.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
FOXA / Fox Corporation
PENN / PENN Entertainment, Inc.
BFA / Brown-Forman Corp. - Class A
AAL / American Airlines Group Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
OTIS / Otis Worldwide Corporation
SJM / The J. M. Smucker Company
GEHC / GE HealthCare Technologies Inc.
CRESY / Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria - Depositary Receipt (Common Stock)
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BX / Blackstone Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
HYI / Western Asset High Yield Opportunity Fund Inc.
KMB / Kimberly-Clark Corporation
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
SNDK / Sandisk Corporation
IFF / International Flavors & Fragrances Inc.
STZ / Constellation Brands, Inc.
PFG / Principal Financial Group, Inc.
MKC / McCormick & Company, Incorporated
PNW / Pinnacle West Capital Corporation
FUN / Six Flags Entertainment Corporation
BLK / BlackRock, Inc.
IR / Ingersoll Rand Inc.
FAST / Fastenal Company
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
GE / General Electric Company
BIPC / Brookfield Infrastructure Corporation
MRP / Millrose Properties, Inc.
FMAT / Fidelity Covington Trust - Fidelity MSCI Materials Index ETF
DELL / Dell Technologies Inc.
ITW / Illinois Tool Works Inc.
FCPT / Four Corners Property Trust, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
RTX / RTX Corporation
CSX / CSX Corporation
EFC / Ellington Financial Inc.
AVA / Avista Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CCI / Crown Castle Inc.
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
SBUX / Starbucks Corporation
SRPT / Sarepta Therapeutics, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
WBD / Warner Bros. Discovery, Inc.
AXON / Axon Enterprise, Inc.
VNT / Vontier Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
DEO / Diageo plc - Depositary Receipt (Common Stock)
FLEX / Flex Ltd.
ZBH / Zimmer Biomet Holdings, Inc.
LRN / Stride, Inc.
TGT / Target Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BBUC / Brookfield Business Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
NXT / Nextracker Inc.
PODD / Insulet Corporation
IP / International Paper Company
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
VICE / AdvisorShares Trust - AdvisorShares Vice ETF
HRL / Hormel Foods Corporation
WDC / Western Digital Corporation
CTSH / Cognizant Technology Solutions Corporation
CSR / Centerspace
KO / The Coca-Cola Company
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
MDB / MongoDB, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
OSK / Oshkosh Corporation
LRGE / Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF
ASIX / AdvanSix Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
WFC / Wells Fargo & Company
TGNA / TEGNA Inc.
MA / Mastercard Incorporated
MMM / 3M Company
EL / The Estée Lauder Companies Inc.
ONC / BeOne Medicines AG - Depositary Receipt (Common Stock)
IBB / iShares Trust - iShares Biotechnology ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
CRWD / CrowdStrike Holdings, Inc.
BTC / Grayscale Bitcoin Mini Trust
GLD / SPDR Gold Trust
ETH / Grayscale Ethereum Mini Trust ETF
PRU / Prudential Financial, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
AIG / American International Group, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
UNP / Union Pacific Corporation
AMT / American Tower Corporation
DPZ / Domino's Pizza, Inc.
PH / Parker-Hannifin Corporation
STLAM / Stellantis N.V.
META / Meta Platforms, Inc.
BA / The Boeing Company
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
USB / U.S. Bancorp
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
MSTR / Strategy Inc
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
LCID / Lucid Group, Inc.
JMIA / Jumia Technologies AG - Depositary Receipt (Common Stock)
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
CTAS / Cintas Corporation
LUMN / Lumen Technologies, Inc.
APD / Air Products and Chemicals, Inc.
OGI / Organigram Global Inc.
ORLY / O'Reilly Automotive, Inc.
KURE / KraneShares Trust - KraneShares MSCI All China Health Care Index ETF
ST / Sensata Technologies Holding plc
CME / CME Group Inc.
MU / Micron Technology, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
TFC / Truist Financial Corporation
PII / Polaris Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
CTVA / Corteva, Inc.
JPM / JPMorgan Chase & Co.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
PLTR / Palantir Technologies Inc.
LMT / Lockheed Martin Corporation
MAS / Masco Corporation
CB / Chubb Limited
GOOG / Alphabet Inc.
T / AT&T Inc.
TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock)
SKX / Skechers U.S.A., Inc.
NWSA / News Corporation
UIS / Unisys Corporation
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
CHGG / Chegg, Inc.
CVX / Chevron Corporation
PEP / PepsiCo, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
CRSP / CRISPR Therapeutics AG
PYPL / PayPal Holdings, Inc.
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
HD / The Home Depot, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
STX / Seagate Technology Holdings plc
KR / The Kroger Co.
XEL / Xcel Energy Inc.
CARR / Carrier Global Corporation
SPY / SPDR S&P 500 ETF
OGN / Organon & Co.
WELL / Welltower Inc.
TMO / Thermo Fisher Scientific Inc.
WMT / Walmart Inc.
NXPI / NXP Semiconductors N.V.
GIS / General Mills, Inc.
MS / Morgan Stanley
KHC / The Kraft Heinz Company
SHW / The Sherwin-Williams Company
GILT / Gilat Satellite Networks Ltd.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
CI / The Cigna Group
NVDA / NVIDIA Corporation
HPQ / HP Inc.
COST / Costco Wholesale Corporation
DXCM / DexCom, Inc.
AXP / American Express Company
PG / The Procter & Gamble Company
WMB / The Williams Companies, Inc.
ALLE / Allegion plc
SO / The Southern Company
NLOP / Net Lease Office Properties
AVGO / Broadcom Inc.
WST / West Pharmaceutical Services, Inc.
MSFT / Microsoft Corporation
RBRK / Rubrik, Inc.
TWLO / Twilio Inc.
STE / STERIS plc
TXN / Texas Instruments Incorporated
TOST / Toast, Inc.
INCY / Incyte Corporation
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
HBAN / Huntington Bancshares Incorporated
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MELI / MercadoLibre, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
STNE / StoneCo Ltd.
DXC / DXC Technology Company
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
SCCO / Southern Copper Corporation
NEE / NextEra Energy, Inc.
TSN / Tyson Foods, Inc.
OTTR / Otter Tail Corporation
PTBD / Pacer Funds Trust - Pacer Trendpilot US Bond ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
WPC / W. P. Carey Inc.
DUK / Duke Energy Corporation
BACK / IMAC Holdings, Inc.
DFE / WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund
LLY / Eli Lilly and Company
IVE / iShares Trust - iShares S&P 500 Value ETF
ANET / Arista Networks Inc
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MCK / McKesson Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
SW / Smurfit Westrock Plc
JNJ / Johnson & Johnson
AMGN / Amgen Inc.
IRS / IRSA Inversiones y Representaciones Sociedad Anónima - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
LIN / Linde plc
ADM / Archer-Daniels-Midland Company
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
HDV / iShares Trust - iShares Core High Dividend ETF
NFLX / Netflix, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
XIFR / XPLR Infrastructure, LP - Limited Partnership
AAPL / Apple Inc.
DTE / DTE Energy Company
SNY / Sanofi - Depositary Receipt (Common Stock)
TJX / The TJX Companies, Inc.
SRE / Sempra
ECL / Ecolab Inc.
SOFI / SoFi Technologies, Inc.
UNIT / Uniti Group Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SNOW / Snowflake Inc.
BN / Brookfield Corporation
MAT / Mattel, Inc.
LULU / lululemon athletica inc.
XPEV / XPeng Inc. - Depositary Receipt (Common Stock)
HTHT / H World Group Limited - Depositary Receipt (Common Stock)
PLUG / Plug Power Inc.
MRNA / Moderna, Inc.
LAZR / Luminar Technologies, Inc.
BAC / Bank of America Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MARA / MARA Holdings, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
WOLF / Wolfspeed, Inc.
ORCL / Oracle Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AMZN / Amazon.com, Inc.
MRVL / Marvell Technology, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
INTC / Intel Corporation
C / Citigroup Inc. - Corporate Bond/Note
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
OKTA / Okta, Inc.
GMED / Globus Medical, Inc.
CEG / Constellation Energy Corporation
FIS / Fidelity National Information Services, Inc.
K / Kellanova
EWJ / iShares, Inc. - iShares MSCI Japan ETF
ALL / The Allstate Corporation
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF
ONL / Orion Properties Inc.
LNT / Alliant Energy Corporation
GTN / Gray Media, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
SRDX / Surmodics, Inc.
KLAC / KLA Corporation
CGIE / Capital Group International Equity ETF
XMAG / Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
HWM / Howmet Aerospace Inc.
OGE / OGE Energy Corp.
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF