Market Value200,268,914
Total Holdings456
File Date2023-05-15
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)
ELV / Elevance Health, Inc.
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
C.WSA / Citigroup, Inc.
FSD / First Trust High Income Long/Short Fund
SIRI / Sirius XM Holdings Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
REMX / VanEck ETF Trust - VanEck Rare Earth/Strategic Metals ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
GS / The Goldman Sachs Group, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
MPW / Medical Properties Trust, Inc.
GIS / General Mills, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
WSBC / WesBanco, Inc.
PSCF / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF
KMB / Kimberly-Clark Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
IBB / iShares Trust - iShares Biotechnology ETF
POTX / Global X Funds - Global X Cannabis ETF
ETN / Eaton Corporation plc
META / Meta Platforms, Inc.
NOC / Northrop Grumman Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
EQT / EQT Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
LOW / Lowe's Companies, Inc.
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
PODD / Insulet Corporation
FE / FirstEnergy Corp.
FNK / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Value AlphaDEX Fund
IDU / iShares Trust - iShares U.S. Utilities ETF
D / Dominion Energy, Inc.
GLD / SPDR Gold Trust
CRWD / CrowdStrike Holdings, Inc.
OIH / VanEck ETF Trust - VanEck Oil Services ETF
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
NVDA / NVIDIA Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SDIV / Global X Funds - Global X SuperDividend ETF
GOOG / Alphabet Inc.
VLU / SPDR Series Trust - SPDR S&P 1500 Value Tilt ETF
PFI / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Financial Momentum ETF
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
CRM / Salesforce, Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
DAL / Delta Air Lines, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
SDEM / Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
IXN / iShares Trust - iShares Global Tech ETF
SLV / iShares Silver Trust
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
TXN / Texas Instruments Incorporated
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SBUX / Starbucks Corporation
NFG / National Fuel Gas Company
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
WM / Waste Management, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
KO / The Coca-Cola Company
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IWN / iShares Trust - iShares Russell 2000 Value ETF
UCBI / United Community Banks, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
EBIZ / Global X Funds - Global X E-commerce ETF
BIIB / Biogen Inc.
BIT / BlackRock Multi-Sector Income Trust
UNP / Union Pacific Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
HBAN / Huntington Bancshares Incorporated
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
PFE / Pfizer Inc.
IXC / iShares Trust - iShares Global Energy ETF
UNH / UnitedHealth Group Incorporated
CAT / Caterpillar Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
IYE / iShares Trust - iShares U.S. Energy ETF
NEE / NextEra Energy, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
AMGN / Amgen Inc.
PEP / PepsiCo, Inc.
IBM / International Business Machines Corporation
QQQ / Invesco QQQ Trust, Series 1
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
FTXR / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Transportation ETF
LRCX / Lam Research Corporation
MCD / McDonald's Corporation
TSLA / Tesla, Inc.
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
AAPL / Apple Inc.
TDY / Teledyne Technologies Incorporated
FTXG / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Food & Beverage ETF
FPXI / First Trust Exchange Traded Fund II - First Trust International Equity Opportunities ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
DFE / WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund
GNOM / Global X Funds - Global X Genomics & Biotechnology ETF
CL / Colgate-Palmolive Company
STOR / Store Capital Corp
IRM / Iron Mountain Incorporated
MBB / iShares Trust - iShares MBS ETF
MO / Altria Group, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
AEP / American Electric Power Company, Inc.
FITB / Fifth Third Bancorp
IYW / iShares Trust - iShares U.S. Technology ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
CSCO / Cisco Systems, Inc.
T / AT&T Inc.
AMD / Advanced Micro Devices, Inc.
SPGI / S&P Global Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
DIM / WisdomTree Trust - WisdomTree International MidCap Dividend Fund
HDV / iShares Trust - iShares Core High Dividend ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
MXI / iShares Trust - iShares Global Materials ETF
QCOM / QUALCOMM Incorporated
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
IYT / iShares Trust - iShares U.S. Transportation ETF
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
AGNC / AGNC Investment Corp.
PYPL / PayPal Holdings, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
ROK / Rockwell Automation, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
PINS / Pinterest, Inc.
OKE / ONEOK, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IEZ / iShares Trust - iShares U.S. Oil Equipment & Services ETF
UBCP / United Bancorp, Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
ADP / Automatic Data Processing, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
FVC / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Dynamic Focus 5 ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
NEWT / NewtekOne, Inc.
JCI / Johnson Controls International plc
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
GE / General Electric Company
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
JNJ / Johnson & Johnson
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
HON / Honeywell International Inc.
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IYLD / iShares Trust - iShares Morningstar Multi-Asset Income ETF
EGP / EastGroup Properties, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
HUBS / HubSpot, Inc.
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
WMT / Walmart Inc.
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
IYF / iShares Trust - iShares U.S. Financials ETF
IWV / iShares Trust - iShares Russell 3000 ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DIV / Global X Funds - Global X SuperDividend U.S. ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
FNB / F.N.B. Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
MSFT / Microsoft Corporation
VPU / Vanguard World Fund - Vanguard Utilities ETF
AXP / American Express Company
NLY / Annaly Capital Management, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
CCI / Crown Castle Inc.
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
FTXN / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Oil & Gas ETF
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
INTC / Intel Corporation
SIZE / iShares Trust - iShares MSCI USA Size Factor ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
C / Citigroup Inc. - Corporate Bond/Note
BAC / Bank of America Corporation
BME / BlackRock Health Sciences Trust
UBSI / United Bankshares, Inc.
ADBE / Adobe Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
ZTS / Zoetis Inc.
CREE / Cree, Inc.
LHX / L3Harris Technologies, Inc.
PSCC / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF
DIS / The Walt Disney Company
LIN / Linde plc
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
XRMI / Global X Funds - Global X S&P 500 Risk Managed Income ETF
DHR / Danaher Corporation
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
NKE / NIKE, Inc.
TMO / Thermo Fisher Scientific Inc.
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
BMY / Bristol-Myers Squibb Company
JPM / JPMorgan Chase & Co.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
ABBV / AbbVie Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
QDPL / Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
KBWD / Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF
EINC / VanEck ETF Trust - VanEck Energy Income ETF
ACN / Accenture plc
GOF / Guggenheim Strategic Opportunities Fund
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
V / Visa Inc.
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
SO / The Southern Company
FNY / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fund
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PRU / Prudential Financial, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
AMT / American Tower Corporation
NUE / Nucor Corporation
F / Ford Motor Company
CMCSA / Comcast Corporation
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
MDT / Medtronic plc
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MA / Mastercard Incorporated
SPY / SPDR S&P 500 ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
APD / Air Products and Chemicals, Inc.
BXMX / Nuveen S&P 500 Buy-Write Income Fund
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
VAW / Vanguard World Fund - Vanguard Materials ETF
MRK / Merck & Co., Inc.
TGT / Target Corporation
BA / The Boeing Company
IVW / iShares Trust - iShares S&P 500 Growth ETF
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
CHI / Calamos Convertible Opportunities and Income Fund
HTGC / Hercules Capital, Inc.
COP / ConocoPhillips
MMM / 3M Company
AMZN / Amazon.com, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
AVGO / Broadcom Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
XOM / Exxon Mobil Corporation
LMT / Lockheed Martin Corporation
UPS / United Parcel Service, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
O / Realty Income Corporation
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
VTV / Vanguard Index Funds - Vanguard Value ETF
XHE / SPDR Series Trust - SPDR S&P Health Care Equipment ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
CARR / Carrier Global Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
PM / Philip Morris International Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
LQDH / iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
PNC / The PNC Financial Services Group, Inc.
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
IXG / iShares Trust - iShares Global Financials ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
WFC / Wells Fargo & Company
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
BUG / Global X Funds - Global X Cybersecurity ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SPY / SPDR S&P 500 ETF Put
ORCL / Oracle Corporation
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
PSCH / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF
FBNC / First Bancorp
EFAS / Global X Funds - Global X MSCI SuperDividend EAFE ETF
COST / Costco Wholesale Corporation
CSX / CSX Corporation
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
TJX / The TJX Companies, Inc.
VZ / Verizon Communications Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
PG / The Procter & Gamble Company
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IYG / iShares Trust - iShares U.S. Financial Services ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
KBWY / Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
RY / Royal Bank of Canada
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
MDLZ / Mondelez International, Inc.
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
MAR / Marriott International, Inc.
BBRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI US REIT ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
RTX / RTX Corporation
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
XMVM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Value with Momentum ETF
TIP / iShares Trust - iShares TIPS Bond ETF
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SOXX / iShares Trust - iShares Semiconductor ETF
FAM / First Trust/Abrdn Global Opportunity Income Fund
ROL / Rollins, Inc.
TFC / Truist Financial Corporation
CW / Curtiss-Wright Corporation
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
ENB / Enbridge Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ALTY / Global X Funds - Global X Alternative Income ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IFV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright International Focus 5 ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IYJ / iShares Trust - iShares U.S. Industrials ETF
CMF / iShares Trust - iShares California Muni Bond ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
XES / SPDR Series Trust - SPDR S&P Oil & Gas Equipment & Services ETF
PGHY / Invesco Exchange-Traded Fund Trust II - Invesco Global ex-US High Yield Corporate Bond ETF
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
MLPA / Global X Funds - Global X MLP ETF
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
OEF / iShares Trust - iShares S&P 100 ETF
EMR / Emerson Electric Co.
ABT / Abbott Laboratories
HD / The Home Depot, Inc.
STX / Seagate Technology Holdings plc
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
NFLX / Netflix, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
CVS / CVS Health Corporation
SPFF / Global X Funds - Global X SuperIncome Preferred ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
DUK / Duke Energy Corporation
IGM / iShares Trust - iShares Expanded Tech Sector ETF
WPC / W. P. Carey Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
ET / Energy Transfer LP - Limited Partnership
HPE / Hewlett Packard Enterprise Company
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
AGZ / iShares Trust - iShares Agency Bond ETF
ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
DVY / iShares Trust - iShares Select Dividend ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
SRET / Global X Funds - Global X SuperDividend REIT ETF
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
REM / iShares Trust - iShares Mortgage Real Estate ETF
KMI / Kinder Morgan, Inc.
PUI / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Utilities Momentum ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
WBD / Warner Bros. Discovery, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
LLY / Eli Lilly and Company
FYT / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Value AlphaDEX Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
BRK.B / Berkshire Hathaway Inc.
REET / iShares Trust - iShares Global REIT ETF
IAT / iShares Trust - iShares U.S. Regional Banks ETF
IAK / iShares Trust - iShares U.S. Insurance ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CLOU / Global X Funds - Global X Cloud Computing ETF
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
PSP / Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF
PTMC / Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
DG / Dollar General Corporation
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
TEL / TE Connectivity plc
WMB / The Williams Companies, Inc.
ADSK / Autodesk, Inc.
PANW / Palo Alto Networks, Inc.
KMPR / Kemper Corporation
FCX / Freeport-McMoRan Inc.
CVX / Chevron Corporation
GOOGL / Alphabet Inc.