Market Value378,179
Total Holdings499
File Date2024-04-12
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)
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(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
WHC / Weyerhaeuser Company
AMGN / Amgen Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IDXX / IDEXX Laboratories, Inc.
CAT / Caterpillar Inc.
LUMN / Lumen Technologies, Inc.
GLW / Corning Incorporated
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
ORLY / O'Reilly Automotive, Inc.
YUMC / Yum China Holdings, Inc.
WMB / The Williams Companies, Inc.
JBT / JBT Marel Corporation
MMC / Marsh & McLennan Companies, Inc.
DELL / Dell Technologies Inc.
FWONA / Formula One Group
GWRE / Guidewire Software, Inc.
MKL / Markel Group Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
APA / APA Corporation
MSCI / MSCI Inc.
MODG / Topgolf Callaway Brands Corp.
WEC / WEC Energy Group, Inc.
UPS / United Parcel Service, Inc.
MDB / MongoDB, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
KMX / CarMax, Inc.
WBA / Walgreens Boots Alliance, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ALL / The Allstate Corporation
WAT / Waters Corporation
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
ANSS / ANSYS, Inc.
BFB / Brown-Forman Corp. - Class B
VUG / Vanguard Index Funds - Vanguard Growth ETF
CRWD / CrowdStrike Holdings, Inc.
HEIA / Heico Corp. - Class A
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
IT / Gartner, Inc.
MPC / Marathon Petroleum Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
MORN / Morningstar, Inc.
COPX / Global X Funds - Global X Copper Miners ETF
QQQ / Invesco QQQ Trust, Series 1
0R1A / Applied Materials, Inc.
CMCSA / Comcast Corporation
AE4 / Ameren Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
EXAS / Exact Sciences Corporation
DJT / Trump Media & Technology Group Corp.
FICO / Fair Isaac Corporation
COST / Costco Wholesale Corporation
PAYX / Paychex, Inc.
CVX / Chevron Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ARES / Ares Management Corporation
D / Dominion Energy, Inc.
MUR / Murphy Oil Corporation
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
PIPR / Piper Sandler Companies
CEG / Constellation Energy Corporation
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
FREY / FREYR Battery, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
HYI / Western Asset High Yield Opportunity Fund Inc.
GPC / Genuine Parts Company
XONE / BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
CE / Celanese Corporation
SABS / SAB Biotherapeutics, Inc.
ADM / Archer-Daniels-Midland Company
AWK / American Water Works Company, Inc.
KMB / Kimberly-Clark Corporation
SHW / The Sherwin-Williams Company
RXO / RXO, Inc.
GNTX / Gentex Corporation
NARI / Inari Medical, Inc.
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
PRM / Perimeter Solutions, Inc.
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
LAMR / Lamar Advertising Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
AAPL / Apple Inc.
PEP / PepsiCo, Inc.
PLD / Prologis, Inc.
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CB / Chubb Limited
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MCHP / Microchip Technology Incorporated
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
GILD / Gilead Sciences, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
1YUM / Yum! Brands, Inc.
JNJ / Johnson & Johnson
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
HON / Honeywell International Inc.
ACN / Accenture plc
CXT / Crane NXT, Co.
UNP / Union Pacific Corporation
FERG / Ferguson Enterprises Inc.
ETR / Entergy Corporation
CNI / Canadian National Railway Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
MVT / BlackRock MuniVest Fund II, Inc.
HUBS / HubSpot, Inc.
PSX / Phillips 66
ECL / Ecolab Inc.
CR / Crane Company
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ADP / Automatic Data Processing, Inc.
WBD / Warner Bros. Discovery, Inc.
USB / U.S. Bancorp
SWAN / Amplify ETF Trust - Amplify BlackSwan Growth & Treasury Core ETF
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
TMO / Thermo Fisher Scientific Inc.
GEHC / GE HealthCare Technologies Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
GD / General Dynamics Corporation
PMI / Philip Morris International Inc.
PEAK / Healthpeak Properties, Inc.
CSX / CSX Corporation
ROP / Roper Technologies, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
0R2H / Texas Instruments Incorporated
CMG / Chipotle Mexican Grill, Inc.
UTF / Cohen & Steers Infrastructure Fund, Inc
CARR / Carrier Global Corporation
COF / Capital One Financial Corporation
SWAV / Shockwave Medical, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SO / The Southern Company
EBGEF / Enbridge Inc. - Preferred Stock
IVV / iShares Trust - iShares Core S&P 500 ETF
MLM / Martin Marietta Materials, Inc.
QCOM / QUALCOMM Incorporated
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
O / Realty Income Corporation
TOST / Toast, Inc.
0HFN / Analog Devices, Inc.
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
LHX / L3Harris Technologies, Inc.
CVS / CVS Health Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
DVY / iShares Trust - iShares Select Dividend ETF
IBM / International Business Machines Corporation
BK / The Bank of New York Mellon Corporation
JCI / Johnson Controls International plc
F / Ford Motor Company
DAKT / Daktronics, Inc.
EVRG / Evergy, Inc.
BX / Blackstone Inc.
FLEX / Flex Ltd.
TFC / Truist Financial Corporation
ET / Energy Transfer LP - Limited Partnership
ON / ON Semiconductor Corporation
BR / Broadridge Financial Solutions, Inc.
1SYY / Sysco Corporation
NVS N / Novartis AG - Depositary Receipt (Common Stock)
GSK / GSK plc - Depositary Receipt (Common Stock)
TSCO / Tractor Supply Company
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
CDNS / Cadence Design Systems, Inc.
GSHD / Goosehead Insurance, Inc
NIO / NIO Inc. - Depositary Receipt (Common Stock)
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
OKTA / Okta, Inc.
KNF / Knife River Corporation
MRK / Merck & Co., Inc.
CYBR / CyberArk Software Ltd.
USAC / USA Compression Partners, LP - Limited Partnership
MDU / MDU Resources Group, Inc.
ROST / Ross Stores, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
CLX / The Clorox Company
QTWO / Q2 Holdings, Inc.
UNH / UnitedHealth Group Incorporated
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
BMY / Bristol-Myers Squibb Company
GM / General Motors Company
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ASPN / Aspen Aerogels, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
CHTR / Charter Communications, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
MCD / McDonald's Corporation
MELI / MercadoLibre, Inc.
ATO / Atmos Energy Corporation
VRTX / Vertex Pharmaceuticals Incorporated
DD / DuPont de Nemours, Inc.
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
ADSK / Autodesk, Inc.
BXMT / Blackstone Mortgage Trust, Inc.
PRU / Prudential Financial, Inc.
CME / CME Group Inc.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
MS / Morgan Stanley
H / Hyatt Hotels Corporation
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
DHR / Danaher Corporation
PFE / Pfizer Inc.
MNDY / monday.com Ltd.
DFS / Discover Financial Services
DHI / D.R. Horton, Inc.
AFL / Aflac Incorporated
SBUX / Starbucks Corporation
BKH / Black Hills Corporation
BSX / Boston Scientific Corporation
PCN / PIMCO Corporate & Income Strategy Fund
AAP / Advance Auto Parts, Inc.
VVISX / Financial Investors Trust - Vulcan Value Partners Small Cap Fund Institutional Class
0JH3 / iShares Trust - iShares Core S&P Small-Cap ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
MNTS / Momentus Inc.
TYG / Tortoise Energy Infrastructure Corporation
DMLP / Dorchester Minerals, L.P. - Limited Partnership
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
DE / Deere & Company
EMR / Emerson Electric Co.
MO / Altria Group, Inc.
BKNG / Booking Holdings Inc.
TEAM / Atlassian Corporation
0L7G / Snap-on Incorporated
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
TJX / The TJX Companies, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
BAH / Booz Allen Hamilton Holding Corporation
KHNZ / The Kraft Heinz Company
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
KEY / KeyCorp
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
FAST / Fastenal Company
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
TREX / Trex Company, Inc.
CFR / Cullen/Frost Bankers, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
SRE / Sempra
VTRS / Viatris Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
A2A / Essential Utilities, Inc.
PPL / PPL Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
TWLO / Twilio Inc.
1EXC / Exelon Corporation
ITW / Illinois Tool Works Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
VMC / Vulcan Materials Company
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
AMZN_KZ / Amazon.com, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
DPZ / Domino's Pizza, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
VFH / Vanguard World Fund - Vanguard Financials ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
TY / Tri-Continental Corporation
JRI / Nuveen Real Asset Income and Growth Fund
NVDA / NVIDIA Corporation
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
GE / General Electric Company
0JU0 / Lennar Corporation
BEPC / Brookfield Renewable Corporation
SBAC / SBA Communications Corporation
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
CLOU / Global X Funds - Global X Cloud Computing ETF
GMED / Globus Medical, Inc.
TSLA / Tesla, Inc.
BIPC / Brookfield Infrastructure Corporation
ETN / Eaton Corporation plc
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
SOXX / iShares Trust - iShares Semiconductor ETF
ED / Consolidated Edison, Inc.
NWE / NorthWestern Energy Group, Inc.
L3H / Shell plc - Depositary Receipt (Common Stock)
1YD / Broadcom Inc.
LLY / Eli Lilly and Company
MSFT / Microsoft Corporation
CCI / Crown Castle Inc.
CMI / Cummins Inc.
RNR / RenaissanceRe Holdings Ltd.
1SNPS / Synopsys, Inc.
INN / Summit Hotel Properties, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
PG / The Procter & Gamble Company
STAG / STAG Industrial, Inc.
BA / The Boeing Company
XPRO / Expro Group Holdings N.V.
PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BTZ / BlackRock Credit Allocation Income Trust
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
ES / Eversource Energy
V / Visa Inc.
VZ / Verizon Communications Inc.
QDEL / QuidelOrtho Corporation
XOM / Exxon Mobil Corporation
AMD / Advanced Micro Devices, Inc.
FE / FirstEnergy Corp.
GOOG / Alphabet Inc.
FCX / Freeport-McMoRan Inc.
BSU / BP p.l.c. - Depositary Receipt (Common Stock)
ACGL / Arch Capital Group Ltd.
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
SMCI / Super Micro Computer, Inc.
VIVA.X / Vanguard Index Funds - Vanguard Value ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
INTC / Intel Corporation
JPM / JPMorgan Chase & Co.
T / AT&T Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
ADBE / Adobe Inc.
HD / The Home Depot, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
1PEG / Public Service Enterprise Group Incorporated
GLD / SPDR Gold Trust
OPC / Occidental Petroleum Corporation
RACEM / Ferrari N.V.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
SPY / SPDR S&P 500 ETF
1PPC / Pilgrim's Pride Corporation
SLI / Standard Lithium Ltd.
MA / Mastercard Incorporated
GWW / W.W. Grainger, Inc.
WR1 / W. R. Berkley Corporation
WSO / Watsco, Inc.
MDLZ / Mondelez International, Inc.
BRKBCL / Berkshire Hathaway Inc.
WM / Waste Management, Inc.
VLO / Valero Energy Corporation
BRO / Brown & Brown, Inc.
PANW / Palo Alto Networks, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
NSCO / Norfolk Southern Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
FIS / Fidelity National Information Services, Inc.
0TDD / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
1TGT / Target Corporation
XEL / Xcel Energy Inc.
RTX / RTX Corporation
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
DDOG / Datadog, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CISD / Cisco Systems, Inc.
LMT / Lockheed Martin Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
LOW / Lowe's Companies, Inc.
AXON / Axon Enterprise, Inc.
BRK.A / Berkshire Hathaway Inc.
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
RSG / Republic Services, Inc.
4AB / AbbVie Inc.
CCL / Carnival Corporation & plc
1SLB / Schlumberger Limited
PHDG / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco S&P 500 Downside Hedged ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
MDT / Medtronic plc
WMT / Walmart Inc.
GOOGL / Alphabet Inc.
NEE / NextEra Energy, Inc.
NIKE / NIKE, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ALRM / Alarm.com Holdings, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
GXO / GXO Logistics, Inc.
CTVA / Corteva, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
TTD / The Trade Desk, Inc.
NMS / Nuveen Minnesota Quality Municipal Income Fund
FIBK / First Interstate BancSystem, Inc.
AMT / American Tower Corporation
WFC / Wells Fargo & Company
DIS / The Walt Disney Company
META / Meta Platforms, Inc.
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
BAX / Baxter International Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
PNC / The PNC Financial Services Group, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GS / The Goldman Sachs Group, Inc.
PYPL / PayPal Holdings, Inc.
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ROUS / Lattice Strategies Trust - Hartford Multifactor US Equity ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
ORCL / Oracle Corporation
TYL / Tyler Technologies, Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
DNP / DNP Select Income Fund Inc.
CPRT / Copart, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SUM / Summit Materials, Inc.
MRNA / Moderna, Inc.
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
BMRN / BioMarin Pharmaceutical Inc.
HUM / Humana Inc.
PGR / The Progressive Corporation
NU / Nu Holdings Ltd.
BACCL / Bank of America Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
NFLX_KZ / Netflix, Inc.
C / Citigroup Inc. - Corporate Bond/Note
CRH / CRH plc
CRM / Salesforce, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
SIRI / Sirius XM Holdings Inc.
DOW / Dow Inc.
ABT / Abbott Laboratories
FDS / FactSet Research Systems Inc.
RW5 / Brookfield Asset Management Ltd.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
ALRS / Alerus Financial Corporation
SCHW / The Charles Schwab Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
KO / The Coca-Cola Company
NOWW / ServiceNow, Inc.
LIN / Linde plc
KMI / Kinder Morgan, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
NXT / Nextracker Inc.
BDX / Becton, Dickinson and Company
CAG / Conagra Brands, Inc.
LYV / Live Nation Entertainment, Inc.
HES / Hess Corporation
NOK N / Nokia Oyj - Depositary Receipt (Common Stock)
CSGP / CoStar Group, Inc.
PDT / John Hancock Premium Dividend Fund
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
NUW / Nuveen AMT-Free Municipal Value Fund
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
KDP / Keurig Dr Pepper Inc.
MTN / Vail Resorts, Inc.
EQIX / Equinix, Inc.
CBRE / CBRE Group, Inc.
MCO / Moody's Corporation
DV / DoubleVerify Holdings, Inc.
WIX / Wix.com Ltd.
HHH / Howard Hughes Holdings Inc.
HQY / HealthEquity, Inc.
ENOV / Enovis Corporation
EMN / Eastman Chemical Company
TDG / TransDigm Group Incorporated
LOB / Live Oak Bancshares, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
A / Agilent Technologies, Inc.
CMP / Compass Minerals International, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
AON / Aon plc
UTG / Reaves Utility Income Fund
VRSN / VeriSign, Inc.
CGNX / Cognex Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SNEX / StoneX Group Inc.
ABNB / Airbnb, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
GLOB / Globant S.A.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
JHX / James Hardie Industries plc
LULU / lululemon athletica inc.
KKR / KKR & Co. Inc.
DAL / Delta Air Lines, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
HLT / Hilton Worldwide Holdings Inc.
ICLR / ICON Public Limited Company
CF / CF Industries Holdings, Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VCSIX / Vanguard U.S. Growth Fund
NXPI / NXP Semiconductors N.V.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
VRSK / Verisk Analytics, Inc.
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
TRV / The Travelers Companies, Inc.
WDFC / WD-40 Company
APD / Air Products and Chemicals, Inc.
SWX / Southwest Gas Holdings, Inc.
IAT / iShares Trust - iShares U.S. Regional Banks ETF
COP / ConocoPhillips
1DUK / Duke Energy Corporation
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IAU / iShares Gold Trust
VAW / Vanguard World Fund - Vanguard Materials ETF
RARE / Ultragenyx Pharmaceutical Inc.
BN / Brookfield Corporation
1OTIS / Otis Worldwide Corporation
ANET / Arista Networks Inc
WCN / Waste Connections, Inc.
SNOW / Snowflake Inc.