Market Value257,868,620
Total Holdings491
File Date2024-02-09
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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NEE / NextEra Energy, Inc.
PM / Philip Morris International Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
MAR / Marriott International, Inc.
CAT / Caterpillar Inc.
SPFF / Global X Funds - Global X SuperIncome Preferred ETF
VZ / Verizon Communications Inc.
UPS / United Parcel Service, Inc.
GLD / SPDR Gold Trust
QQQ / Invesco QQQ Trust, Series 1
AMGN / Amgen Inc.
PEP / PepsiCo, Inc.
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
IBM / International Business Machines Corporation
NUE / Nucor Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
CMCSA / Comcast Corporation
MCD / McDonald's Corporation
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
T / AT&T Inc.
PFFA / ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF
HPE / Hewlett Packard Enterprise Company
TSLA / Tesla, Inc.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
NFLX / Netflix, Inc.
OIH / VanEck ETF Trust - VanEck Oil Services ETF
IWV / iShares Trust - iShares Russell 3000 ETF
DJIA / Global X Funds - Global X Dow 30 Covered Call ETF
IRM / Iron Mountain Incorporated
HDV / iShares Trust - iShares Core High Dividend ETF
MBB / iShares Trust - iShares MBS ETF
CLOU / Global X Funds - Global X Cloud Computing ETF
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
PSCH / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
BBRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI US REIT ETF
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
MO / Altria Group, Inc.
INTU / Intuit Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
SCHW / The Charles Schwab Corporation
OLED / Universal Display Corporation
MMC / Marsh & McLennan Companies, Inc.
ORCL / Oracle Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
XRMI / Global X Funds - Global X S&P 500 Risk Managed Income ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
KMI / Kinder Morgan, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
AMZA / ETFis Series Trust I - InfraCap MLP ETF
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
PSCC / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF
IAT / iShares Trust - iShares U.S. Regional Banks ETF
REMX / VanEck ETF Trust - VanEck Rare Earth/Strategic Metals ETF
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
IFV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright International Focus 5 ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
FITB / Fifth Third Bancorp
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
WMB / The Williams Companies, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
MPW / Medical Properties Trust, Inc.
WSBC / WesBanco, Inc.
GNOM / Global X Funds - Global X Genomics & Biotechnology ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
ADSK / Autodesk, Inc.
AXP / American Express Company
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
AMD / Advanced Micro Devices, Inc.
BMY / Bristol-Myers Squibb Company
QDPL / Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
GOOGL / Alphabet Inc.
QCOM / QUALCOMM Incorporated
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
FTXL / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Semiconductor ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
AGNC / AGNC Investment Corp.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CW / Curtiss-Wright Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
LOW / Lowe's Companies, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ABBV / AbbVie Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
PYPL / PayPal Holdings, Inc.
ET / Energy Transfer LP - Limited Partnership
OKE / ONEOK, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
GSBD / Goldman Sachs BDC, Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
JCI / Johnson Controls International plc
SLV / iShares Silver Trust
VTV / Vanguard Index Funds - Vanguard Value ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
SBUX / Starbucks Corporation
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
PUI / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Utilities Momentum ETF
EQT / EQT Corporation
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VIS / Vanguard World Fund - Vanguard Industrials ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
AMT / American Tower Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
AGZ / iShares Trust - iShares Agency Bond ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
GE / General Electric Company
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
UBCP / United Bancorp, Inc.
BDN / Brandywine Realty Trust
ETN / Eaton Corporation plc
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
AON / Aon plc
IYT / iShares Trust - iShares U.S. Transportation ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
JNJ / Johnson & Johnson
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
ABT / Abbott Laboratories
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
RTX / RTX Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
MNST / Monster Beverage Corporation
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
CHI / Calamos Convertible Opportunities and Income Fund
TXN / Texas Instruments Incorporated
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
DIM / WisdomTree Trust - WisdomTree International MidCap Dividend Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ROK / Rockwell Automation, Inc.
HON / Honeywell International Inc.
TFC / Truist Financial Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ENB / Enbridge Inc.
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
XES / SPDR Series Trust - SPDR S&P Oil & Gas Equipment & Services ETF
FBNC / First Bancorp
RY / Royal Bank of Canada
VAW / Vanguard World Fund - Vanguard Materials ETF
SDEM / Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF
IYLD / iShares Trust - iShares Morningstar Multi-Asset Income ETF
PINS / Pinterest, Inc.
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
TJX / The TJX Companies, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IYE / iShares Trust - iShares U.S. Energy ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
COST / Costco Wholesale Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
BXMX / Nuveen S&P 500 Buy-Write Income Fund
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
FVC / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Dynamic Focus 5 ETF
IWB / iShares Trust - iShares Russell 1000 ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MUB / iShares Trust - iShares National Muni Bond ETF
EFAS / Global X Funds - Global X MSCI SuperDividend EAFE ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IGM / iShares Trust - iShares Expanded Tech Sector ETF
IYF / iShares Trust - iShares U.S. Financials ETF
COP / ConocoPhillips
WM / Waste Management, Inc.
BME / BlackRock Health Sciences Trust
GS / The Goldman Sachs Group, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
REET / iShares Trust - iShares Global REIT ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
HBAN / Huntington Bancshares Incorporated
DIV / Global X Funds - Global X SuperDividend U.S. ETF
KBWY / Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF
PG / The Procter & Gamble Company
CVS / CVS Health Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
O / Realty Income Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
CVX / Chevron Corporation
DHR / Danaher Corporation
IYG / iShares Trust - iShares U.S. Financial Services ETF
FAM / First Trust/Abrdn Global Opportunity Income Fund
VDE / Vanguard World Fund - Vanguard Energy ETF
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
ACN / Accenture plc
LHX / L3Harris Technologies, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DAL / Delta Air Lines, Inc.
TGT / Target Corporation
RSG / Republic Services, Inc.
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
LRCX / Lam Research Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
IYJ / iShares Trust - iShares U.S. Industrials ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
C.WSA / Citigroup, Inc.
CRWD / CrowdStrike Holdings, Inc.
CARR / Carrier Global Corporation
IBB / iShares Trust - iShares Biotechnology ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
ROL / Rollins, Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
MXI / iShares Trust - iShares Global Materials ETF
AMZN / Amazon.com, Inc.
FNY / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fund
GOOG / Alphabet Inc.
NOC / Northrop Grumman Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
EBIZ / Global X Funds - Global X E-commerce ETF
FNK / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Value AlphaDEX Fund
MRK / Merck & Co., Inc.
AAPL / Apple Inc.
ITW / Illinois Tool Works Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
PODD / Insulet Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MSFT / Microsoft Corporation
D / Dominion Energy, Inc.
WPC / W. P. Carey Inc.
CRM / Salesforce, Inc.
TEL / TE Connectivity plc
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
REM / iShares Trust - iShares Mortgage Real Estate ETF
UCBI / United Community Banks, Inc.
DG / Dollar General Corporation
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
PSX / Phillips 66
TDY / Teledyne Technologies Incorporated
DUK / Duke Energy Corporation
FTXG / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Food & Beverage ETF
NEWT / NewtekOne, Inc.
KMB / Kimberly-Clark Corporation
BIIB / Biogen Inc.
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
MLPA / Global X Funds - Global X MLP ETF
PCF / High Income Securities Fund
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
JPM / JPMorgan Chase & Co.
NVDA / NVIDIA Corporation
META / Meta Platforms, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
PSCF / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF
POTX / Global X Funds - Global X Cannabis ETF
LIN / Linde plc
BRSP / BrightSpire Capital, Inc.
F / Ford Motor Company
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
EMR / Emerson Electric Co.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
DFS / Discover Financial Services
ELV / Elevance Health, Inc.
TMO / Thermo Fisher Scientific Inc.
CMF / iShares Trust - iShares California Muni Bond ETF
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
EINC / VanEck ETF Trust - VanEck Energy Income ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
ZTS / Zoetis Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
GOF / Guggenheim Strategic Opportunities Fund
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
FYT / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Value AlphaDEX Fund
HD / The Home Depot, Inc.
HUBS / HubSpot, Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
CSX / CSX Corporation
HTGC / Hercules Capital, Inc.
KMPR / Kemper Corporation
AVGO / Broadcom Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SDIV / Global X Funds - Global X SuperDividend ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
XOM / Exxon Mobil Corporation
UNP / Union Pacific Corporation
DIS / The Walt Disney Company
MDT / Medtronic plc
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
DVY / iShares Trust - iShares Select Dividend ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
EGP / EastGroup Properties, Inc.
PHK / PIMCO High Income Fund
PNNT / PennantPark Investment Corporation
IXN / iShares Trust - iShares Global Tech ETF
IDV / iShares Trust - iShares International Select Dividend ETF
AWI / Armstrong World Industries, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
PGHY / Invesco Exchange-Traded Fund Trust II - Invesco Global ex-US High Yield Corporate Bond ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
SPY / SPDR S&P 500 ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
XMVM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Value with Momentum ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
IEZ / iShares Trust - iShares U.S. Oil Equipment & Services ETF
KO / The Coca-Cola Company
PFE / Pfizer Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
KBWD / Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
UNH / UnitedHealth Group Incorporated
MA / Mastercard Incorporated
LMT / Lockheed Martin Corporation
PANW / Palo Alto Networks, Inc.
AMAT / Applied Materials, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
PNC / The PNC Financial Services Group, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
DFE / WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SOXX / iShares Trust - iShares Semiconductor ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
CXSE / WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
CCI / Crown Castle Inc.
ADBE / Adobe Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
INTC / Intel Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
C / Citigroup Inc. - Corporate Bond/Note
BAC / Bank of America Corporation
ADP / Automatic Data Processing, Inc.
IXG / iShares Trust - iShares Global Financials ETF
BA / The Boeing Company
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
APD / Air Products and Chemicals, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
ALTY / Global X Funds - Global X Alternative Income ETF
TIP / iShares Trust - iShares TIPS Bond ETF
XT / iShares Trust - iShares Exponential Technologies ETF
PTMC / Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
LQDH / iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF
DOW / Dow Inc.
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
AEP / American Electric Power Company, Inc.
WBD / Warner Bros. Discovery, Inc.
SIRI / Sirius XM Holdings Inc.
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
FSD / First Trust High Income Long/Short Fund
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
PRU / Prudential Financial, Inc.
FCX / Freeport-McMoRan Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
FNB / F.N.B. Corporation
NKE / NIKE, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PSP / Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF
FPXI / First Trust Exchange Traded Fund II - First Trust International Equity Opportunities ETF
OEF / iShares Trust - iShares S&P 100 ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
V / Visa Inc.
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SPGI / S&P Global Inc.
WFC / Wells Fargo & Company
CL / Colgate-Palmolive Company
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
USB / U.S. Bancorp
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
BRK.B / Berkshire Hathaway Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SRET / Global X Funds - Global X SuperDividend REIT ETF
PTMN / BCP Investment Corp.
EPD / Enterprise Products Partners L.P. - Limited Partnership
CSCO / Cisco Systems, Inc.
LLY / Eli Lilly and Company
WMT / Walmart Inc.