Market Value460,359,074
Total Holdings750
File Date2023-12-11
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)
FIS / Fidelity National Information Services, Inc.
ETN / Eaton Corporation plc
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
WPC / W. P. Carey Inc.
NUE / Nucor Corporation
LKQ / LKQ Corporation
TT / Trane Technologies plc
CCL / Carnival Corporation & plc
CRM / Salesforce, Inc.
PNC / The PNC Financial Services Group, Inc.
PSA / Public Storage
EBIXQ / Ebix, Inc.
KD / Kyndryl Holdings, Inc.
BKR / Baker Hughes Company
NFLX / Netflix, Inc.
LOB / Live Oak Bancshares, Inc.
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
LFST / LifeStance Health Group, Inc.
AVB / AvalonBay Communities, Inc.
INSP / Inspire Medical Systems, Inc.
CTS / CTS Corporation
MDT / Medtronic plc
DELL / Dell Technologies Inc.
STNG / Scorpio Tankers Inc.
DNP / DNP Select Income Fund Inc.
WIX / Wix.com Ltd.
UNM / Unum Group
ROAD / Construction Partners, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SWK / Stanley Black & Decker, Inc.
INGR / Ingredion Incorporated
O / Realty Income Corporation
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
CEG / Constellation Energy Corporation
CVX / Chevron Corporation
CARR / Carrier Global Corporation
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
APD / Air Products and Chemicals, Inc.
KVUE / Kenvue Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
XYL / Xylem Inc.
AGR / Avangrid, Inc.
PRU / Prudential Financial, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
ABBV / AbbVie Inc.
FLGT / Fulgent Genetics, Inc.
BILL / BILL Holdings, Inc.
DLTR / Dollar Tree, Inc.
ISRG / Intuitive Surgical, Inc.
DIS / The Walt Disney Company
MOS / The Mosaic Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
DVY / iShares Trust - iShares Select Dividend ETF
HOG / Harley-Davidson, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
IYW / iShares Trust - iShares U.S. Technology ETF
MS / Morgan Stanley
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AVGO / Broadcom Inc.
JCI / Johnson Controls International plc
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
EMR / Emerson Electric Co.
NVTA / Invitae Corporation
D / Dominion Energy, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
AMGN / Amgen Inc.
FBIN / Fortune Brands Innovations, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
PANW / Palo Alto Networks, Inc.
C / Citigroup Inc. - Corporate Bond/Note
DOCU / DocuSign, Inc.
BALL / Ball Corporation
WAB / Westinghouse Air Brake Technologies Corporation
ZS / Zscaler, Inc.
HUM / Humana Inc.
WBD / Warner Bros. Discovery, Inc.
UA / Under Armour, Inc.
LITE / Lumentum Holdings Inc.
PCH / PotlatchDeltic Corporation
AKAM / Akamai Technologies, Inc.
APPF / AppFolio, Inc.
ROKU / Roku, Inc.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
LCID / Lucid Group, Inc.
MNST / Monster Beverage Corporation
DXCM / DexCom, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
PWR / Quanta Services, Inc.
ORLY / O'Reilly Automotive, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
TMO / Thermo Fisher Scientific Inc.
OTIS / Otis Worldwide Corporation
ROP / Roper Technologies, Inc.
MUR / Murphy Oil Corporation
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
SJM / The J. M. Smucker Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VERV / Verve Therapeutics, Inc.
RSG / Republic Services, Inc.
MDLZ / Mondelez International, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
ILMN / Illumina, Inc.
AAPL / Apple Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
NSC / Norfolk Southern Corporation
HCAT / Health Catalyst, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
UPS / United Parcel Service, Inc.
DOW / Dow Inc.
TTWO / Take-Two Interactive Software, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
EVRG / Evergy, Inc.
DAR / Darling Ingredients Inc.
US89853L2034 / T2 Biosystems Inc
ZBH / Zimmer Biomet Holdings, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DORM / Dorman Products, Inc.
CLVT.PRA / Clarivate Plc - Preferred Stock
VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral
CDW / CDW Corporation
NEP / XPLR Infrastructure, LP - Limited Partnership
COCO / The Vita Coco Company, Inc.
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
IBKR / Interactive Brokers Group, Inc.
TRI / Thomson Reuters Corporation
FCFS / FirstCash Holdings, Inc.
STWO / ACON S2 Acquisition Corp - Class A
JCOM / J2 Global Inc.
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
RLJ.PRA / RLJ Lodging Trust - Preferred Stock
IWM / iShares Trust - iShares Russell 2000 ETF
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
SLVM / Sylvamo Corporation
TRP / TC Energy Corporation
ONL / Orion Properties Inc.
RPT.PRD / RPT Realty - Preferred Security
FTRE / Fortrea Holdings Inc.
HUBS / HubSpot, Inc.
KLIC / Kulicke and Soffa Industries, Inc.
SPLK / Splunk Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
LRCX / Lam Research Corporation
GTX / Garrett Motion Inc.
FFIV / F5, Inc.
AEO / American Eagle Outfitters, Inc.
PINS / Pinterest, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PTON / Peloton Interactive, Inc.
BMO / Bank of Montreal
IDV / iShares Trust - iShares International Select Dividend ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
FCBC / First Community Bankshares, Inc.
TSLA / Tesla, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
CLX / The Clorox Company
GRMN / Garmin Ltd.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
KHC / The Kraft Heinz Company
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
SU / Suncor Energy Inc.
IBHC / iShares Trust - iShares iBonds 2023 Term High Yield and Income ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
VZ / Verizon Communications Inc.
VLO / Valero Energy Corporation
SFM / Sprouts Farmers Market, Inc.
CNC / Centene Corporation
BR / Broadridge Financial Solutions, Inc.
OGE / OGE Energy Corp.
FVRR / Fiverr International Ltd.
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
PATH / UiPath Inc.
GOLD / Barrick Mining Corporation
CB / Chubb Limited
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
APH / Amphenol Corporation
GEHC / GE HealthCare Technologies Inc.
LIN / Linde plc
AMZN / Amazon.com, Inc.
EXC / Exelon Corporation
GLPI / Gaming and Leisure Properties, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
POOL / Pool Corporation
CAC / Camden National Corporation
NET / Cloudflare, Inc.
PSTG / Pure Storage, Inc.
CMCL / Caledonia Mining Corporation Plc
PLTR / Palantir Technologies Inc.
CTVA / Corteva, Inc.
IIPR / Innovative Industrial Properties, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
POR / Portland General Electric Company
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund
SLF / Sun Life Financial Inc.
BK / The Bank of New York Mellon Corporation
J / Jacobs Solutions Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
YUM / Yum! Brands, Inc.
TXN / Texas Instruments Incorporated
NG / NovaGold Resources Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
T / AT&T Inc.
COHR / Coherent Corp.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
GATX / GATX Corporation
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
LH / Labcorp Holdings Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
SLV / iShares Silver Trust
OKTA / Okta, Inc.
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
SPGI / S&P Global Inc.
PGR / The Progressive Corporation
HSY / The Hershey Company
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
GIS / General Mills, Inc.
TFC / Truist Financial Corporation
QQQ / Invesco QQQ Trust, Series 1
WFC / Wells Fargo & Company
ABT / Abbott Laboratories
NCLH / Norwegian Cruise Line Holdings Ltd.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
CMG / Chipotle Mexican Grill, Inc.
PCAR / PACCAR Inc
FITB / Fifth Third Bancorp
VTV / Vanguard Index Funds - Vanguard Value ETF
DHR / Danaher Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CAT / Caterpillar Inc.
AEP / American Electric Power Company, Inc.
FTV / Fortive Corporation
WEED / Canopy Growth Corporation
SCCO / Southern Copper Corporation
LMND / Lemonade, Inc.
ZTS / Zoetis Inc.
MSFT / Microsoft Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
LCII / LCI Industries
NVST / Envista Holdings Corporation
ITRI / Itron, Inc.
LUV / Southwest Airlines Co.
ADM / Archer-Daniels-Midland Company
ORA / Ormat Technologies, Inc.
TSCO / Tractor Supply Company
MLM / Martin Marietta Materials, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
U / Unity Software Inc.
WTRG / Essential Utilities, Inc.
XRAY / DENTSPLY SIRONA Inc.
NTLA / Intellia Therapeutics, Inc.
APTV / Aptiv PLC
OMC / Omnicom Group Inc.
QS / QuantumScape Corporation
TYL / Tyler Technologies, Inc.
AES / The AES Corporation
ABNB / Airbnb, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
BWXT / BWX Technologies, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
TY / Tri-Continental Corporation
SII / Sprott Inc.
DVA / DaVita Inc.
TER / Teradyne, Inc.
QRVO / Qorvo, Inc.
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
BAX / Baxter International Inc.
PHAT / Phathom Pharmaceuticals, Inc.
FSLY / Fastly, Inc.
MTD / Mettler-Toledo International Inc.
VMW / Vmware Inc. - Class A
LMT / Lockheed Martin Corporation
NWL / Newell Brands Inc.
URI / United Rentals, Inc.
IAU / iShares Gold Trust
WTS / Watts Water Technologies, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
CTRA / Coterra Energy Inc.
ALB / Albemarle Corporation
IP / International Paper Company
ITW / Illinois Tool Works Inc.
FSLR / First Solar, Inc.
DOV / Dover Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SIGI / Selective Insurance Group, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SRE / Sempra
WY / Weyerhaeuser Company
SNOW / Snowflake Inc.
CRL / Charles River Laboratories International, Inc.
GOOGL / Alphabet Inc.
MASI / Masimo Corporation
CPB / The Campbell's Company
EQIX / Equinix, Inc.
AMAT / Applied Materials, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
XPO / XPO, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
MRVI / Maravai LifeSciences Holdings, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
PRG / PROG Holdings, Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
RGEN / Repligen Corporation
NEWR / New Relic Inc
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
TWLO / Twilio Inc.
TMF / Direxion Shares ETF Trust - Direxion Daily 20+ Year Treasury Bull 3X Shares
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
HONE / HarborOne Bancorp, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
CAH / Cardinal Health, Inc.
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
YUMC / Yum China Holdings, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
WEC / WEC Energy Group, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
OC / Owens Corning
KOS / Kosmos Energy Ltd.
EVH / Evolent Health, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
CLOU / Global X Funds - Global X Cloud Computing ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
NEO / NeoGenomics, Inc.
ALCO / Alico, Inc.
XEL / Xcel Energy Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MA / Mastercard Incorporated
F / Ford Motor Company
AXP / American Express Company
COST / Costco Wholesale Corporation
ORCL / Oracle Corporation
CCI / Crown Castle Inc.
GOOG / Alphabet Inc.
CBRE / CBRE Group, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
META / Meta Platforms, Inc.
WMB / The Williams Companies, Inc.
GM / General Motors Company
CWEN / Clearway Energy, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
CHD / Church & Dwight Co., Inc.
ES / Eversource Energy
MRVL / Marvell Technology, Inc.
JPM / JPMorgan Chase & Co.
SMAR / Smartsheet Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
PPL / PPL Corporation
AMT / American Tower Corporation
MGNI / Magnite, Inc.
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
BHB / Bar Harbor Bankshares
ZM / Zoom Communications Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
VALE / Vale S.A. - Depositary Receipt (Common Stock)
BAC / Bank of America Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
PNW / Pinnacle West Capital Corporation
ENVA / Enova International, Inc.
GNK / Genco Shipping & Trading Limited
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
UTI / Universal Technical Institute, Inc.
ALK / Alaska Air Group, Inc.
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
TGNA / TEGNA Inc.
RSVR / Reservoir Media, Inc.
VYX / NCR Voyix Corporation
AYX / Alteryx, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
DRI / Darden Restaurants, Inc.
VNT / Vontier Corporation
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
MCO / Moody's Corporation
VPU / Vanguard World Fund - Vanguard Utilities ETF
EXPD / Expeditors International of Washington, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
JOAN / JOANN Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
STAA / STAAR Surgical Company
HWM / Howmet Aerospace Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
TTD / The Trade Desk, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
RYTM / Rhythm Pharmaceuticals, Inc.
TXT / Textron Inc.
ENS / EnerSys
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AY / Atlantica Sustainable Infrastructure plc
ULTA / Ulta Beauty, Inc.
ANET / Arista Networks Inc
GOLF / Acushnet Holdings Corp.
PSX / Phillips 66
AVAV / AeroVironment, Inc.
GIM / Templeton Global Income Fund
SCI / Service Corporation International
MU / Micron Technology, Inc.
SWAV / Shockwave Medical, Inc.
SEDG / SolarEdge Technologies, Inc.
GILD / Gilead Sciences, Inc.
COP / ConocoPhillips
SQ / Block, Inc.
XPH / SPDR Series Trust - SPDR S&P Pharmaceuticals ETF
BEAM / Beam Therapeutics Inc.
KMI / Kinder Morgan, Inc.
ICCC / ImmuCell Corporation
SO / The Southern Company
MGM / MGM Resorts International
BP / BP p.l.c. - Depositary Receipt (Common Stock)
CDNS / Cadence Design Systems, Inc.
STZ / Constellation Brands, Inc.
OTLY / Oatly Group AB - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
DE / Deere & Company
CAG / Conagra Brands, Inc.
HBI / Hanesbrands Inc.
STX / Seagate Technology Holdings plc
GT / The Goodyear Tire & Rubber Company
KAI / Kadant Inc.
AWK / American Water Works Company, Inc.
AYI / Acuity Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
SYNA / Synaptics Incorporated
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
CABO / Cable One, Inc.
BOSS / Global X Funds - Global X Founder-Run Companies ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
BHK / BlackRock Core Bond Trust
DCI / Donaldson Company, Inc.
NKE / NIKE, Inc.
ALC / Alcon Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
CHKP / Check Point Software Technologies Ltd.
LYB / LyondellBasell Industries N.V.
ODFL / Old Dominion Freight Line, Inc.
CSX / CSX Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
CHWY / Chewy, Inc.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
DDOG / Datadog, Inc.
ACB / Aurora Cannabis Inc.
WBA / Walgreens Boots Alliance, Inc.
SHOP / Shopify Inc.
NEM / Newmont Corporation
IR / Ingersoll Rand Inc.
FLR / Fluor Corporation
OKE / ONEOK, Inc.
TD / The Toronto-Dominion Bank
MET / MetLife, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
BKNG / Booking Holdings Inc.
NBIX / Neurocrine Biosciences, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
FCNCA / First Citizens BancShares, Inc.
TEAM / Atlassian Corporation
BAH / Booz Allen Hamilton Holding Corporation
TREX / Trex Company, Inc.
DGX / Quest Diagnostics Incorporated
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
ARRY / Array Technologies, Inc.
KIM / Kimco Realty Corporation
NOW / ServiceNow, Inc.
WD / Walker & Dunlop, Inc.
FTNT / Fortinet, Inc.
PH / Parker-Hannifin Corporation
MAS / Masco Corporation
EMN / Eastman Chemical Company
NOV / NOV Inc.
TDOC / Teladoc Health, Inc.
RGLD / Royal Gold, Inc.
TROW / T. Rowe Price Group, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
ED / Consolidated Edison, Inc.
VMC / Vulcan Materials Company
AXON / Axon Enterprise, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
UAA / Under Armour, Inc.
RVTY / Revvity, Inc.
LYV / Live Nation Entertainment, Inc.
MTCH / Match Group, Inc.
USFD / US Foods Holding Corp.
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
FI / Fiserv, Inc.
NWN / Northwest Natural Holding Company
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
RPM / RPM International Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
MKC / McCormick & Company, Incorporated
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
EBAY / eBay Inc.
SMG / The Scotts Miracle-Gro Company
SSNC / SS&C Technologies Holdings, Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
UDR / UDR, Inc.
IXN / iShares Trust - iShares Global Tech ETF
MMC / Marsh & McLennan Companies, Inc.
BEPC / Brookfield Renewable Corporation
NOMD / Nomad Foods Limited
CMCSA / Comcast Corporation
SHW / The Sherwin-Williams Company
DDD / 3D Systems Corporation
EUDG / WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund
WEX / WEX Inc.
DD / DuPont de Nemours, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
IFF / International Flavors & Fragrances Inc.
ADP / Automatic Data Processing, Inc.
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
FDX / FedEx Corporation
MELI / MercadoLibre, Inc.
MRK / Merck & Co., Inc.
BA / The Boeing Company
IBM / International Business Machines Corporation
DUK / Duke Energy Corporation
PYPL / PayPal Holdings, Inc.
BDX / Becton, Dickinson and Company
SYK / Stryker Corporation
UBER / Uber Technologies, Inc.
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
HON / Honeywell International Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
KMB / Kimberly-Clark Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
RTX / RTX Corporation
IBB / iShares Trust - iShares Biotechnology ETF
PFE / Pfizer Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IBHI / iShares Trust - iShares iBonds 2029 Term High Yield and Income ETF
TMUS / T-Mobile US, Inc.
JNJ / Johnson & Johnson
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
LHX / L3Harris Technologies, Inc.
LLY / Eli Lilly and Company
HD / The Home Depot, Inc.
TJX / The TJX Companies, Inc.
SYY / Sysco Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
LOW / Lowe's Companies, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
SLB / Schlumberger Limited
WAT / Waters Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
UNP / Union Pacific Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
GS / The Goldman Sachs Group, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ONCY / Oncolytics Biotech Inc.
OXY / Occidental Petroleum Corporation
NVDA / NVIDIA Corporation
BMY / Bristol-Myers Squibb Company
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
MCD / McDonald's Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
WMT / Walmart Inc.
0JCT / Intuit Inc.
AMD / Advanced Micro Devices, Inc.
KO / The Coca-Cola Company
PEP / PepsiCo, Inc.
NEE / NextEra Energy, Inc.
PM / Philip Morris International Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
MTB / M&T Bank Corporation
NTRS / Northern Trust Corporation
DKNG / DraftKings Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
GHC / Graham Holdings Company
ON / ON Semiconductor Corporation
EL / The Estée Lauder Companies Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
WCN / Waste Connections, Inc.
CMS / CMS Energy Corporation
GPK / Graphic Packaging Holding Company
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
TSN / Tyson Foods, Inc.
HRB / H&R Block, Inc.
NTAP / NetApp, Inc.
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CC / The Chemours Company
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
CPNG / Coupang, Inc.
TR / Tootsie Roll Industries, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
GXO / GXO Logistics, Inc.
MUSA / Murphy USA Inc.
CVCO / Cavco Industries, Inc.
BAR / GraniteShares Gold Trust
TRV / The Travelers Companies, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
DAL / Delta Air Lines, Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
HPI / John Hancock Preferred Income Fund
ENB / Enbridge Inc.
BOC / Boston Omaha Corporation
TFII / TFI International Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
FIVN / Five9, Inc.
CRNC / Cerence Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
BHF / Brighthouse Financial, Inc.
PHR / Phreesia, Inc.
CRSP / CRISPR Therapeutics AG
PARA / Paramount Global
GLW / Corning Incorporated
GLD / SPDR Gold Trust
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
MPLX / MPLX LP - Limited Partnership
REGN / Regeneron Pharmaceuticals, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
AA / Alcoa Corporation
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
ALLE / Allegion plc
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
WM / Waste Management, Inc.
MPW / Medical Properties Trust, Inc.
AJG / Arthur J. Gallagher & Co.
SNY / Sanofi - Depositary Receipt (Common Stock)
EW / Edwards Lifesciences Corporation
JAZZ / Jazz Pharmaceuticals plc
DNA / Ginkgo Bioworks Holdings, Inc.
SBUX / Starbucks Corporation
SE / Sea Limited - Depositary Receipt (Common Stock)
GOEV / Canoo Inc.
HPQ / HP Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
EDIT / Editas Medicine, Inc.
UNH / UnitedHealth Group Incorporated
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
CVS / CVS Health Corporation
MSI / Motorola Solutions, Inc.
LEG / Leggett & Platt, Incorporated
CLF / Cleveland-Cliffs Inc.
PENN / PENN Entertainment, Inc.
MSCI / MSCI Inc.
MO / Altria Group, Inc.
C.WSA / Citigroup, Inc.
SPG / Simon Property Group, Inc.
VLTO / Veralto Corporation
TGT / Target Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VRTX / Vertex Pharmaceuticals Incorporated
MPC / Marathon Petroleum Corporation
ALL / The Allstate Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
ROK / Rockwell Automation, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BRK.A / Berkshire Hathaway Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
QCOM / QUALCOMM Incorporated
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
CSCO / Cisco Systems, Inc.
CI / The Cigna Group
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
AFL / Aflac Incorporated
TIP / iShares Trust - iShares TIPS Bond ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
ICE / Intercontinental Exchange, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
ADBE / Adobe Inc.
SWKS / Skyworks Solutions, Inc.
BCE / BCE Inc.
ECL / Ecolab Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DVN / Devon Energy Corporation
IDXX / IDEXX Laboratories, Inc.
PLD / Prologis, Inc.
HOLX / Hologic, Inc.
SPY / SPDR S&P 500 ETF
GPC / Genuine Parts Company
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
ADI / Analog Devices, Inc.
CRWD / CrowdStrike Holdings, Inc.
INTC / Intel Corporation
ACN / Accenture plc
BRK.B / Berkshire Hathaway Inc.
USB / U.S. Bancorp
FCX / Freeport-McMoRan Inc.
GE / General Electric Company
V / Visa Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
GD / General Dynamics Corporation
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
KLAC / KLA Corporation
CL / Colgate-Palmolive Company
XOM / Exxon Mobil Corporation
MMM / 3M Company
HSIC / Henry Schein, Inc.
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
PG / The Procter & Gamble Company