Market Value684,619
Total Holdings467
File Date2025-04-17
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
LLY / Eli Lilly and Company
BIIB / Biogen Inc.
MKSI / MKS Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
INTU / Intuit Inc.
PWR / Quanta Services, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
IAU / iShares Gold Trust
T / AT&T Inc.
ISRG / Intuitive Surgical, Inc.
SCHW / The Charles Schwab Corporation
CTVA / Corteva, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
ALL / The Allstate Corporation
FTNT / Fortinet, Inc.
BAM / Brookfield Asset Management Ltd.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
ADBE / Adobe Inc.
DGX / Quest Diagnostics Incorporated
Brookfield Renewable Corp Ordinary Shares - Class / (11284V105)
AVTR / Avantor, Inc.
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
WBA / Walgreens Boots Alliance, Inc.
FTV / Fortive Corporation
D / Dominion Energy, Inc.
LHX / L3Harris Technologies, Inc.
Grayscale Bitcoin Mini Trust ETF / (389930108)
NEUP / Neuphoria Therapeutics Inc.
AFL / Aflac Incorporated
AVY / Avery Dennison Corporation
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
RACE / Ferrari N.V.
CM / Canadian Imperial Bank of Commerce
ES / Eversource Energy
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
HASI / HA Sustainable Infrastructure Capital, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
WDC / Western Digital Corporation
EXPD / Expeditors International of Washington, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
FOXA / Fox Corporation
OMC / Omnicom Group Inc.
RGA / Reinsurance Group of America, Incorporated
MDLZ / Mondelez International, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
FHN / First Horizon Corporation
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
ETHO / Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
CB / Chubb Limited
ROST / Ross Stores, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
ORCL / Oracle Corporation
NFLX / Netflix, Inc.
LNG / Cheniere Energy, Inc.
EBAY / eBay Inc.
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
LNT / Alliant Energy Corporation
MPC / Marathon Petroleum Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ATO / Atmos Energy Corporation
TRV / The Travelers Companies, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
QRVO / Qorvo, Inc.
FDX / FedEx Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
PRU / Prudential Financial, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
GPT / Genuine Parts Company
YUM / Yum! Brands, Inc.
CHE / Chemed Corporation
PLD / Prologis, Inc.
IQV / IQVIA Holdings Inc.
CHTR / Charter Communications, Inc.
GILT / Gilat Satellite Networks Ltd.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
DELL / Dell Technologies Inc.
SON / Sonoco Products Company
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IYF / iShares Trust - iShares U.S. Financials ETF
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
NI / NiSource Inc.
PEAK / Healthpeak Properties, Inc.
1XRAY / DENTSPLY SIRONA Inc.
UPS / United Parcel Service, Inc.
INDA / iShares Trust - iShares MSCI India ETF
TMO / Thermo Fisher Scientific Inc.
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
RSG / Republic Services, Inc.
CAT1 / Caterpillar Inc.
THO / THOR Industries, Inc.
GNRC / Generac Holdings Inc.
V / Visa Inc.
AMD / Advanced Micro Devices, Inc.
AMTM / Amentum Holdings, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
STX / Seagate Technology Holdings plc
IFF / International Flavors & Fragrances Inc.
GOOGL / Alphabet Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
PNC / The PNC Financial Services Group, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
J / Jacobs Solutions Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
PM / Philip Morris International Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
WH / Wyndham Hotels & Resorts, Inc.
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
ASTE / Astec Industries, Inc.
AVGO / Broadcom Inc.
SRE / Sempra
SYM / Symbotic Inc.
SWK / Stanley Black & Decker, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
STT / State Street Corporation
SWKS / Skyworks Solutions, Inc.
MA / Mastercard Incorporated
MMM / 3M Company
BAX / Baxter International Inc.
COF / Capital One Financial Corporation
ABT / Abbott Laboratories
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CRM / Salesforce, Inc.
MCK / McKesson Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
UNP / Union Pacific Corporation
GIS / General Mills, Inc.
A2A / Essential Utilities, Inc.
META / Meta Platforms, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DFJ / WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
EA / Electronic Arts Inc.
MDT / Medtronic plc
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
CSX / CSX Corporation
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
HOLX / Hologic, Inc.
MSFT / Microsoft Corporation
GOOGL / Alphabet Inc.
DD / DuPont de Nemours, Inc.
COR / Cencora, Inc.
NKE / NIKE, Inc.
DHR / Danaher Corporation
BKNG / Booking Holdings Inc.
XPRO / Expro Group Holdings N.V.
KMI / Kinder Morgan, Inc.
NFTY / First Trust Exchange-Traded AlphaDEX Fund II - First Trust India NIFTY 50 Equal Weight ETF
0R1G / The Home Depot, Inc.
COST / Costco Wholesale Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SYF / Synchrony Financial
APD / Air Products and Chemicals, Inc.
TTWO / Take-Two Interactive Software, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
WMT / Walmart Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
MCP / Microchip Technology Incorporated
KD / Kyndryl Holdings, Inc.
PEP / PepsiCo, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
LCTD / BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
TFC / Truist Financial Corporation
MRK / Merck & Co., Inc.
CMCSA / Comcast Corporation
C.WSA / Citigroup, Inc.
SYK / Stryker Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DOW / Dow Inc.
VYX / NCR Voyix Corporation
CINF / Cincinnati Financial Corporation
GLD / SPDR Gold Trust
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
NVDA / NVIDIA Corporation
MSI / Motorola Solutions, Inc.
PCOR / Procore Technologies, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
WM / Waste Management, Inc.
ET / Energy Transfer LP - Limited Partnership
BDX / Becton, Dickinson and Company
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
AMZN / Amazon.com, Inc.
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
KO / The Coca-Cola Company
CP / Canadian Pacific Kansas City Limited
BAC / Bank of America Corporation
TJX / The TJX Companies, Inc.
UNH / UnitedHealth Group Incorporated
TSLA / Tesla, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
ACN / Accenture plc
GILD / Gilead Sciences, Inc.
JPM / JPMorgan Chase & Co.
SFM / Sprouts Farmers Market, Inc.
SLB / Schlumberger Limited
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SABR / Sabre Corporation
PGR / The Progressive Corporation
QQQ / Invesco QQQ Trust, Series 1
BA / The Boeing Company
INTC / Intel Corporation
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
HES / Hess Corporation
IMO / Imperial Oil Limited
EFN / Element Fleet Management Corp.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
IT / Gartner, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
ADM / Archer-Daniels-Midland Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
GE / General Electric Company
IOT / Samsara Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
TKO / TKO Group Holdings, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TRMK / Trustmark Corporation
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
OTIS / Otis Worldwide Corporation
NSC / Norfolk Southern Corporation
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
SOLV / Solventum Corporation
NEA / Nuveen AMT-Free Quality Municipal Income Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
VRSK / Verisk Analytics, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
AXP / American Express Company
ZTS / Zoetis Inc.
BKFOF / Brookfield Corporation - Preferred Stock
NATL / NCR Atleos Corporation
VRTX / Vertex Pharmaceuticals Incorporated
DUK / Duke Energy Corporation
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
KMB / Kimberly-Clark Corporation
BK / The Bank of New York Mellon Corporation
VLO / Valero Energy Corporation
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
EWBC / East West Bancorp, Inc.
APH / Amphenol Corporation
TGT / Target Corporation
LAC / Lithium Americas Corp.
INGR / Ingredion Incorporated
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
EQR / Equity Residential
XOM / Exxon Mobil Corporation
SPGI / S&P Global Inc.
ED / Consolidated Edison, Inc.
PPG / PPG Industries, Inc.
USB / U.S. Bancorp
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
KN / Knowles Corporation
L / Loews Corporation
AMP / Ameriprise Financial, Inc.
LAR / Lithium Argentina AG
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
CGDV / Capital Group Dividend Value ETF
EIX / Edison International
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
TT / Trane Technologies plc
VDE / Vanguard World Fund - Vanguard Energy ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
MMC / Marsh & McLennan Companies, Inc.
VHCI.X / Vanguard World Fund - Vanguard Health Care ETF
LIN / Linde plc
CL / Colgate-Palmolive Company
NEE / NextEra Energy, Inc.
PODD / Insulet Corporation
ALRS / Alerus Financial Corporation
ROK / Rockwell Automation, Inc.
UNM / Unum Group
HRL / Hormel Foods Corporation
1DOV / Dover Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
CNR / Canadian National Railway Company
VITL / Vital Farms, Inc.
ACM / AECOM
STE / STERIS plc
HAL / Halliburton Company
PEG / Public Service Enterprise Group Incorporated
ITGR / Integer Holdings Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
CC / The Chemours Company
LMT / Lockheed Martin Corporation
SUU N / Suncor Energy Inc.
XEL / Xcel Energy Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
CLX / The Clorox Company
EMR / Emerson Electric Co.
MCD / McDonald's Corporation
DIS / The Walt Disney Company
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
NWT / Wells Fargo & Company
CARR / Carrier Global Corporation
CVX / Chevron Corporation
GLW / Corning Incorporated
GS / The Goldman Sachs Group, Inc.
VSAT / Viasat, Inc.
HPE / Hewlett Packard Enterprise Company
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MTB / M&T Bank Corporation
NCLH / Norwegian Cruise Line Holdings Ltd.
ECL / Ecolab Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IRM / Iron Mountain Incorporated
VERSX / Vanguard Emerging Markets Stock Index Fund
GEHC / GE HealthCare Technologies Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
STZ / Constellation Brands, Inc.
NXPI / NXP Semiconductors N.V.
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
ITW / Illinois Tool Works Inc.
NOC / Northrop Grumman Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ITB / iShares Trust - iShares U.S. Home Construction ETF
WY / Weyerhaeuser Company
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
ALLE / Allegion plc
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
DE / Deere & Company
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
DVY / iShares Trust - iShares Select Dividend ETF
RDY / Dr. Reddy's Laboratories Limited - Depositary Receipt (Common Stock)
VPU / Vanguard World Fund - Vanguard Utilities ETF
WEC / WEC Energy Group, Inc.
UDR / UDR, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ATR / AptarGroup, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
FTXP / Foothills Exploration, Inc.
AWK / American Water Works Company, Inc.
MSCI / MSCI Inc.
1BR / Broadridge Financial Solutions, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
FTS / Fortis Inc.
MSEX / Middlesex Water Company
WHR / Whirlpool Corporation
EOG / EOG Resources, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
PANW / Palo Alto Networks, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
DVN / Devon Energy Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
PHIA / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
WELL / Welltower Inc.
IEX / IDEX Corporation
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
SPY / SPDR S&P 500 ETF
CVS / CVS Health Corporation
EFX / Equifax Inc.
COP / ConocoPhillips
LH / Labcorp Holdings Inc.
AMKR / Amkor Technology, Inc.
DLR / Digital Realty Trust, Inc.
SNAP / Snap Inc.
SO / The Southern Company
SXI / Standex International Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
CBU / Community Financial System, Inc.
ST / Sensata Technologies Holding plc
JNJ / Johnson & Johnson
NLOP / Net Lease Office Properties
HTHIY / Hitachi, Ltd. - Depositary Receipt (Common Stock)
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
PYPL / PayPal Holdings, Inc.
AMGN / Amgen Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
SBUX / Starbucks Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ELV / Elevance Health, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
WTS / Watts Water Technologies, Inc.
KHC / The Kraft Heinz Company
HPQ / HP Inc.
HUM / Humana Inc.
PFE / Pfizer Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
ADP / Automatic Data Processing, Inc.
TD N / The Toronto-Dominion Bank
XYL / Xylem Inc.
MET / MetLife, Inc.
MAR / Marriott International, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
PSX / Phillips 66
C / Citigroup Inc.
RTX / RTX Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VTR / Ventas, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
KRC / Kilroy Realty Corporation
IR / Ingersoll Rand Inc.
CSCO / Cisco Systems, Inc.
WPC / W. P. Carey Inc.
MS / Morgan Stanley
GEV / GE Vernova Inc.
NOW / ServiceNow, Inc.
ASPI / ASP Isotopes Inc.
PSA / Public Storage
CEG / Constellation Energy Corporation
TRP / TC Energy Corporation
UBSG / UBS Group AG
ABBV / AbbVie Inc.
HON / Honeywell International Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
A / Agilent Technologies, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
TXN / Texas Instruments Incorporated
VGT / Vanguard World Fund - Vanguard Information Technology ETF
HSY / The Hershey Company
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IBB / iShares Trust - iShares Biotechnology ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BMY / Bristol-Myers Squibb Company
LOW / Lowe's Companies, Inc.
KVUE / Kenvue Inc.
CI / The Cigna Group
ADI / Analog Devices, Inc.
PG / The Procter & Gamble Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
VZ / Verizon Communications Inc.
SOBCF / South Bow Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
CMA / Comerica Incorporated
EFA / iShares Trust - iShares MSCI EAFE ETF
ETN / Eaton Corporation plc
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
ICE / Intercontinental Exchange, Inc.
KKR / KKR & Co. Inc.
ROP / Roper Technologies, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SYY / Sysco Corporation
VST / Vistra Corp.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
HWM / Howmet Aerospace Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CME / CME Group Inc.
AMAT / Applied Materials, Inc.
BSX / Boston Scientific Corporation
IBM / International Business Machines Corporation
MQY / BlackRock MuniYield Quality Fund, Inc.
EQIX / Equinix, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
NTR / Nutrien Ltd.
UL / Unilever PLC - Depositary Receipt (Common Stock)
GEN / Gen Digital Inc.
OKE / ONEOK, Inc.
TRI / Thomson Reuters Corporation
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
FSLR / First Solar, Inc.
URI / United Rentals, Inc.
PH / Parker-Hannifin Corporation
CBRE / CBRE Group, Inc.
YUMC / Yum China Holdings, Inc.
AAPL / Apple Inc.
CAAS / China Automotive Systems, Inc.
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF