Market Value480,754,062
Total Holdings230
File Date2024-02-12
Original Filing (Click here)

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

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

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
MKC / McCormick & Company, Incorporated
HD / The Home Depot, Inc.
ZTS / Zoetis Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
CARR / Carrier Global Corporation
TJX / The TJX Companies, Inc.
TMUS / T-Mobile US, Inc.
PFE / Pfizer Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
MELI / MercadoLibre, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
UNP / Union Pacific Corporation
KVUE / Kenvue Inc.
VRTX / Vertex Pharmaceuticals Incorporated
VTV / Vanguard Index Funds - Vanguard Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
APD / Air Products and Chemicals, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
ITW / Illinois Tool Works Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
V / Visa Inc.
KO / The Coca-Cola Company
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PG / The Procter & Gamble Company
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
NEE / NextEra Energy, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
ACN / Accenture plc
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
XEL / Xcel Energy Inc.
PHR / Phreesia, Inc.
PSA / Public Storage
GLD / SPDR Gold Trust
EW / Edwards Lifesciences Corporation
PLD / Prologis, Inc.
BKR / Baker Hughes Company
FCX / Freeport-McMoRan Inc.
DOCU / DocuSign, Inc.
BCE / BCE Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
DVY / iShares Trust - iShares Select Dividend ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IYW / iShares Trust - iShares U.S. Technology ETF
MPC / Marathon Petroleum Corporation
XRAY / DENTSPLY SIRONA Inc.
GOOGL / Alphabet Inc.
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
CVS / CVS Health Corporation
DVN / Devon Energy Corporation
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
IIPR / Innovative Industrial Properties, Inc.
PSX / Phillips 66
CCI / Crown Castle Inc.
US89853L2034 / T2 Biosystems Inc
QQQ / Invesco QQQ Trust, Series 1
OTIS / Otis Worldwide Corporation
STZ / Constellation Brands, Inc.
SWKS / Skyworks Solutions, Inc.
RTX / RTX Corporation
LHX / L3Harris Technologies, Inc.
FTV / Fortive Corporation
SLB / Schlumberger Limited
XYL / Xylem Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
WFC / Wells Fargo & Company
KLAC / KLA Corporation
COP / ConocoPhillips
MCD / McDonald's Corporation
DUK / Duke Energy Corporation
GS / The Goldman Sachs Group, Inc.
AMD / Advanced Micro Devices, Inc.
BDX / Becton, Dickinson and Company
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
YUM / Yum! Brands, Inc.
DIS / The Walt Disney Company
ICLN / iShares Trust - iShares Global Clean Energy ETF
OGE / OGE Energy Corp.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ADI / Analog Devices, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
IWB / iShares Trust - iShares Russell 1000 ETF
EMR / Emerson Electric Co.
CMCL / Caledonia Mining Corporation Plc
ORCL / Oracle Corporation
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
SABA / Saba Capital Income & Opportunities Fund II
WTRG / Essential Utilities, Inc.
NWN / Northwest Natural Holding Company
ABT / Abbott Laboratories
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
OXY / Occidental Petroleum Corporation
WM / Waste Management, Inc.
WMT / Walmart Inc.
AXP / American Express Company
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
MOS / The Mosaic Company
ECL / Ecolab Inc.
MUSA / Murphy USA Inc.
COST / Costco Wholesale Corporation
SRE / Sempra
CMS / CMS Energy Corporation
DDD / 3D Systems Corporation
TGT / Target Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
T / AT&T Inc.
ALL / The Allstate Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PYPL / PayPal Holdings, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
PFF / iShares Trust - iShares Preferred and Income Securities ETF
UPS / United Parcel Service, Inc.
IXN / iShares Trust - iShares Global Tech ETF
DOW / Dow Inc.
AMZN / Amazon.com, Inc.
LKQ / LKQ Corporation
AEP / American Electric Power Company, Inc.
ETN / Eaton Corporation plc
AVGO / Broadcom Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TT / Trane Technologies plc
MTD / Mettler-Toledo International Inc.
TFC / Truist Financial Corporation
QCOM / QUALCOMM Incorporated
GOOG / Alphabet Inc.
CMCSA / Comcast Corporation
SBUX / Starbucks Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
BRK.B / Berkshire Hathaway Inc.
ICE / Intercontinental Exchange, Inc.
HON / Honeywell International Inc.
PRG / PROG Holdings, Inc.
MDT / Medtronic plc
AMT / American Tower Corporation
ROK / Rockwell Automation, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
BA / The Boeing Company
META / Meta Platforms, Inc.
APH / Amphenol Corporation
EUDG / WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund
WEX / WEX Inc.
IFF / International Flavors & Fragrances Inc.
KMB / Kimberly-Clark Corporation
USB / U.S. Bancorp
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
D / Dominion Energy, Inc.
IDXX / IDEXX Laboratories, Inc.
MSFT / Microsoft Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
JPM / JPMorgan Chase & Co.
ADBE / Adobe Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VYX / NCR Voyix Corporation
AAPL / Apple Inc.
MRVL / Marvell Technology, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CVX / Chevron Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
LEG / Leggett & Platt, Incorporated
IVW / iShares Trust - iShares S&P 500 Growth ETF
NEM / Newmont Corporation
NTRS / Northern Trust Corporation
MLM / Martin Marietta Materials, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
NG / NovaGold Resources Inc.
KLIC / Kulicke and Soffa Industries, Inc.
JCI / Johnson Controls International plc
SII / Sprott Inc.
DXCM / DexCom, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
ROKU / Roku, Inc.
NEP / XPLR Infrastructure, LP - Limited Partnership
LOB / Live Oak Bancshares, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
HOG / Harley-Davidson, Inc.
ISRG / Intuitive Surgical, Inc.
AVB / AvalonBay Communities, Inc.
PRU / Prudential Financial, Inc.
NUE / Nucor Corporation
CLVT.PRA / Clarivate Plc - Preferred Stock
DNP / DNP Select Income Fund Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
DLTR / Dollar Tree, Inc.
AGR / Avangrid, Inc.
WPC / W. P. Carey Inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
FCFS / FirstCash Holdings, Inc.
CDW / CDW Corporation
PNC / The PNC Financial Services Group, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
EBIXQ / Ebix, Inc.
SWK / Stanley Black & Decker, Inc.
APPF / AppFolio, Inc.
KD / Kyndryl Holdings, Inc.
FLGT / Fulgent Genetics, Inc.
LCID / Lucid Group, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
DAR / Darling Ingredients Inc.
ROAD / Construction Partners, Inc.
BMO / Bank of Montreal
BALL / Ball Corporation
NVTA / Invitae Corporation
UA / Under Armour, Inc.
CTS / CTS Corporation
EVRG / Evergy, Inc.
POR / Portland General Electric Company
O / Realty Income Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
DORM / Dorman Products, Inc.
AMGN / Amgen Inc.
CLX / The Clorox Company
ZS / Zscaler, Inc.
INGR / Ingredion Incorporated
WAB / Westinghouse Air Brake Technologies Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
HCAT / Health Catalyst, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
TMF / Direxion Shares ETF Trust - Direxion Daily 20+ Year Treasury Bull 3X Shares
TRI / Thomson Reuters Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
ODFL / Old Dominion Freight Line, Inc.
GATX / GATX Corporation
LITE / Lumentum Holdings Inc.
CTVA / Corteva, Inc.
WBD / Warner Bros. Discovery, Inc.
MUR / Murphy Oil Corporation
AKAM / Akamai Technologies, Inc.
PINS / Pinterest, Inc.
AVAV / AeroVironment, Inc.
TTWO / Take-Two Interactive Software, Inc.
ILMN / Illumina, Inc.
GTX / Garrett Motion Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
STWO / ACON S2 Acquisition Corp - Class A
FFIV / F5, Inc.
IBKR / Interactive Brokers Group, Inc.
AWK / American Water Works Company, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
COCO / The Vita Coco Company, Inc.
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
TRP / TC Energy Corporation
VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral
AEO / American Eagle Outfitters, Inc.
VLO / Valero Energy Corporation
GEHC / GE HealthCare Technologies Inc.
PLTR / Palantir Technologies Inc.
LH / Labcorp Holdings Inc.
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
JCOM / J2 Global Inc.
FTRE / Fortrea Holdings Inc.
ONL / Orion Properties Inc.
SPLK / Splunk Inc.
LRCX / Lam Research Corporation
ORA / Ormat Technologies, Inc.
PSTG / Pure Storage, Inc.
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund
COHR / Coherent Corp.
HUBS / HubSpot, Inc.
CNC / Centene Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
KHC / The Kraft Heinz Company
CRL / Charles River Laboratories International, Inc.
RLJ.PRA / RLJ Lodging Trust - Preferred Stock
BK / The Bank of New York Mellon Corporation
PTON / Peloton Interactive, Inc.
NET / Cloudflare, Inc.
CEG / Constellation Energy Corporation
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
VDE / Vanguard World Fund - Vanguard Energy ETF
PGR / The Progressive Corporation
FCBC / First Community Bankshares, Inc.
GOLD / Barrick Mining Corporation
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
GRMN / Garmin Ltd.
HUM / Humana Inc.
SFM / Sprouts Farmers Market, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
BR / Broadridge Financial Solutions, Inc.
POOL / Pool Corporation
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
TGNA / TEGNA Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
NVST / Envista Holdings Corporation
DVA / DaVita Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
FVRR / Fiverr International Ltd.
MGNI / Magnite, Inc.
WMB / The Williams Companies, Inc.
EXC / Exelon Corporation
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
BILL / BILL Holdings, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
LUV / Southwest Airlines Co.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
PCH / PotlatchDeltic Corporation
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
ADM / Archer-Daniels-Midland Company
U / Unity Software Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
CMG / Chipotle Mexican Grill, Inc.
WEED / Canopy Growth Corporation
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
SLF / Sun Life Financial Inc.
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
NCLH / Norwegian Cruise Line Holdings Ltd.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
FITB / Fifth Third Bancorp
ABNB / Airbnb, Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
INSP / Inspire Medical Systems, Inc.
SLV / iShares Silver Trust
FDX / FedEx Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
DOV / Dover Corporation
CHD / Church & Dwight Co., Inc.
OC / Owens Corning
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
NEO / NeoGenomics, Inc.
ENVA / Enova International, Inc.
LCII / LCI Industries
APTV / Aptiv PLC
LMND / Lemonade, Inc.
IP / International Paper Company
SMAR / Smartsheet Inc.
TSCO / Tractor Supply Company
TER / Teradyne, Inc.
PNW / Pinnacle West Capital Corporation
ITRI / Itron, Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
TY / Tri-Continental Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SCCO / Southern Copper Corporation
IAU / iShares Gold Trust
WTS / Watts Water Technologies, Inc.
WY / Weyerhaeuser Company
QRVO / Qorvo, Inc.
ALCO / Alico, Inc.
AES / The AES Corporation
QS / QuantumScape Corporation
VMW / Vmware Inc. - Class A
CTRA / Coterra Energy Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
URI / United Rentals, Inc.
MASI / Masimo Corporation
BHB / Bar Harbor Bankshares
HLN / Haleon plc - Depositary Receipt (Common Stock)
BWXT / BWX Technologies, Inc.
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
FSLY / Fastly, Inc.
AMAT / Applied Materials, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
BAX / Baxter International Inc.
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
SIGI / Selective Insurance Group, Inc.
PHAT / Phathom Pharmaceuticals, Inc.
LMT / Lockheed Martin Corporation
PPL / PPL Corporation
NWL / Newell Brands Inc.
ALB / Albemarle Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
FSLR / First Solar, Inc.
XPO / XPO, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
SNOW / Snowflake Inc.
F / Ford Motor Company
CLOU / Global X Funds - Global X Cloud Computing ETF
MRVI / Maravai LifeSciences Holdings, Inc.
ZM / Zoom Communications Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
EQIX / Equinix, Inc.
HONE / HarborOne Bancorp, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
WEC / WEC Energy Group, Inc.
CWEN / Clearway Energy, Inc.
RGEN / Repligen Corporation
GNK / Genco Shipping & Trading Limited
IWN / iShares Trust - iShares Russell 2000 Value ETF
UTI / Universal Technical Institute, Inc.
TWLO / Twilio Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
CAH / Cardinal Health, Inc.
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
GM / General Motors Company
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
LFST / LifeStance Health Group, Inc.
NEWR / New Relic Inc
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
WIX / Wix.com Ltd.
NSC / Norfolk Southern Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
FIS / Fidelity National Information Services, Inc.
MNST / Monster Beverage Corporation
MGM / MGM Resorts International
FBIN / Fortune Brands Innovations, Inc.
UNM / Unum Group
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
IDV / iShares Trust - iShares International Select Dividend ETF
CDNS / Cadence Design Systems, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
ALK / Alaska Air Group, Inc.
AYX / Alteryx, Inc.
RSVR / Reservoir Media, Inc.
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
JOAN / JOANN Inc.
EXPD / Expeditors International of Washington, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
AY / Atlantica Sustainable Infrastructure plc
TXT / Textron Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
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
VNT / Vontier Corporation
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
ENS / EnerSys
VPU / Vanguard World Fund - Vanguard Utilities ETF
DRI / Darden Restaurants, Inc.
SWAV / Shockwave Medical, Inc.
MCO / Moody's Corporation
HWM / Howmet Aerospace Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
STAA / STAAR Surgical Company
SO / The Southern Company
RYTM / Rhythm Pharmaceuticals, Inc.
DCI / Donaldson Company, Inc.
CBRE / CBRE Group, Inc.
CABO / Cable One, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ANET / Arista Networks Inc
GOLF / Acushnet Holdings Corp.
VERV / Verve Therapeutics, Inc.
SQ / Block, Inc.
MU / Micron Technology, Inc.
NOC / Northrop Grumman Corporation
GILD / Gilead Sciences, Inc.
XPH / SPDR Series Trust - SPDR S&P Pharmaceuticals ETF
SCI / Service Corporation International
OTLY / Oatly Group AB - Depositary Receipt (Common Stock)
SEDG / SolarEdge Technologies, Inc.
CAG / Conagra Brands, Inc.
HBI / Hanesbrands Inc.
GT / The Goodyear Tire & Rubber Company
ICCC / ImmuCell Corporation
BEAM / Beam Therapeutics Inc.
AYI / Acuity Inc.
DE / Deere & Company
KAI / Kadant Inc.
BOSS / Global X Funds - Global X Founder-Run Companies ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
STX / Seagate Technology Holdings plc
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
ALC / Alcon Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
CSX / CSX Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
OKE / ONEOK, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
SYNA / Synaptics Incorporated
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
BHK / BlackRock Core Bond Trust
ACB / Aurora Cannabis Inc.
FLR / Fluor Corporation
KIM / Kimco Realty Corporation
DDOG / Datadog, Inc.
IR / Ingersoll Rand Inc.
SHOP / Shopify Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
CHWY / Chewy, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
RVTY / Revvity, Inc.
NBIX / Neurocrine Biosciences, Inc.
TYL / Tyler Technologies, Inc.
DGX / Quest Diagnostics Incorporated
SSNC / SS&C Technologies Holdings, Inc.
MET / MetLife, Inc.
TREX / Trex Company, Inc.
TD / The Toronto-Dominion Bank
EMN / Eastman Chemical Company
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
BKNG / Booking Holdings Inc.
SHW / The Sherwin-Williams Company
ARRY / Array Technologies, Inc.
TEAM / Atlassian Corporation
PH / Parker-Hannifin Corporation
AXON / Axon Enterprise, Inc.
NOV / NOV Inc.
RGLD / Royal Gold, Inc.
BAH / Booz Allen Hamilton Holding Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
TDOC / Teladoc Health, Inc.
TROW / T. Rowe Price Group, Inc.
FCNCA / First Citizens BancShares, Inc.
FTNT / Fortinet, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
CCL / Carnival Corporation & plc
NOW / ServiceNow, Inc.
WD / Walker & Dunlop, Inc.
ED / Consolidated Edison, Inc.
TSN / Tyson Foods, Inc.
UDR / UDR, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
MAS / Masco Corporation
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
MTB / M&T Bank Corporation
NTAP / NetApp, Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
GHC / Graham Holdings Company
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
LYV / Live Nation Entertainment, Inc.
PM / Philip Morris International Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
GPK / Graphic Packaging Holding Company
VMC / Vulcan Materials Company
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
SMG / The Scotts Miracle-Gro Company
UAA / Under Armour, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
ON / ON Semiconductor Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
MTCH / Match Group, Inc.
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
HRB / H&R Block, Inc.
USFD / US Foods Holding Corp.
WCN / Waste Connections, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
NOMD / Nomad Foods Limited
DKNG / DraftKings Inc.
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
EBAY / eBay Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IBHI / iShares Trust - iShares iBonds 2029 Term High Yield and Income ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
CVCO / Cavco Industries, Inc.
BOC / Boston Omaha Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
TR / Tootsie Roll Industries, Inc.
GXO / GXO Logistics, Inc.
HPI / John Hancock Preferred Income Fund
SNY / Sanofi - Depositary Receipt (Common Stock)
CRNC / Cerence Inc.
CPNG / Coupang, Inc.
TFII / TFI International Inc.
CC / The Chemours Company
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
GOEV / Canoo Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
TRV / The Travelers Companies, Inc.
BAR / GraniteShares Gold Trust
ENB / Enbridge Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
ALLE / Allegion plc
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
DAL / Delta Air Lines, Inc.
BHF / Brighthouse Financial, Inc.
FIVN / Five9, Inc.
GLW / Corning Incorporated
CRSP / CRISPR Therapeutics AG
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
REGN / Regeneron Pharmaceuticals, Inc.
HPQ / HP Inc.
MS / Morgan Stanley
C.WSA / Citigroup, Inc.
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
PENN / PENN Entertainment, Inc.
MO / Altria Group, Inc.
MPLX / MPLX LP - Limited Partnership
SE / Sea Limited - Depositary Receipt (Common Stock)
EDIT / Editas Medicine, Inc.
DNA / Ginkgo Bioworks Holdings, Inc.
JAZZ / Jazz Pharmaceuticals plc
MPW / Medical Properties Trust, Inc.
SPG / Simon Property Group, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CLF / Cleveland-Cliffs Inc.
MSCI / MSCI Inc.
MSI / Motorola Solutions, Inc.
LYB / LyondellBasell Industries N.V.
STNG / Scorpio Tankers Inc.
DELL / Dell Technologies Inc.
J / Jacobs Solutions Inc.
ES / Eversource Energy
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
PARA / Paramount Global
TSLA / Tesla, Inc.
ONCY / Oncolytics Biotech Inc.
CAT / Caterpillar Inc.
PEP / PepsiCo, Inc.
ADP / Automatic Data Processing, Inc.
MMM / 3M Company
NFLX / Netflix, Inc.
GPC / Genuine Parts Company
BAC / Bank of America Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
XOM / Exxon Mobil Corporation
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
MDLZ / Mondelez International, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
HSY / The Hershey Company
BRK.A / Berkshire Hathaway Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
WAT / Waters Corporation
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
DD / DuPont de Nemours, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
UBER / Uber Technologies, Inc.
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
SPGI / S&P Global Inc.
GE / General Electric Company
PANW / Palo Alto Networks, Inc.
FI / Fiserv, Inc.
VLTO / Veralto Corporation
LIN / Linde plc
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IBM / International Business Machines Corporation
ORLY / O'Reilly Automotive, Inc.
TMO / Thermo Fisher Scientific Inc.
MRK / Merck & Co., Inc.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
ROP / Roper Technologies, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
LLY / Eli Lilly and Company
CI / The Cigna Group
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
INTC / Intel Corporation
SPY / SPDR S&P 500 ETF
HOLX / Hologic, Inc.
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
CSCO / Cisco Systems, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
LOW / Lowe's Companies, Inc.
PWR / Quanta Services, Inc.
PCAR / PACCAR Inc
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
RSG / Republic Services, Inc.
CB / Chubb Limited
IBB / iShares Trust - iShares Biotechnology ETF
UNH / UnitedHealth Group Incorporated
SJM / The J. M. Smucker Company
GIS / General Mills, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
OMC / Omnicom Group Inc.
BMY / Bristol-Myers Squibb Company
NVDA / NVIDIA Corporation
KMI / Kinder Morgan, Inc.
ULTA / Ulta Beauty, Inc.
CRM / Salesforce, Inc.
GD / General Dynamics Corporation
TTD / The Trade Desk, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TXN / Texas Instruments Incorporated
VZ / Verizon Communications Inc.
JNJ / Johnson & Johnson
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IVV / iShares Trust - iShares Core S&P 500 ETF
CL / Colgate-Palmolive Company
ABBV / AbbVie Inc.
CAC / Camden National Corporation
SLVM / Sylvamo Corporation
IBHC / iShares Trust - iShares iBonds 2023 Term High Yield and Income ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
PATH / UiPath Inc.
GLPI / Gaming and Leisure Properties, Inc.
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
SU / Suncor Energy Inc.
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
NTLA / Intellia Therapeutics, Inc.
OKTA / Okta, Inc.
KOS / Kosmos Energy Ltd.
CPB / The Campbell's Company
YUMC / Yum China Holdings, Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
EVH / Evolent Health, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
RPT.PRD / RPT Realty - Preferred Security
C / Citigroup Inc. - Corporate Bond/Note
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
WBA / Walgreens Boots Alliance, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
EL / The Estée Lauder Companies Inc.
RPM / RPM International Inc.
MMC / Marsh & McLennan Companies, Inc.
BEPC / Brookfield Renewable Corporation
AJG / Arthur J. Gallagher & Co.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AA / Alcoa Corporation
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
AFL / Aflac Incorporated
DHR / Danaher Corporation
SYK / Stryker Corporation
HSIC / Henry Schein, Inc.
0JCT / Intuit Inc.
NKE / NIKE, Inc.
CHKP / Check Point Software Technologies Ltd.
SYY / Sysco Corporation
CRWD / CrowdStrike Holdings, Inc.
MA / Mastercard Incorporated