Market Value245,325,356
Total Holdings428
File Date2024-10-28
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)
LMT / Lockheed Martin Corporation
PRU / Prudential Financial, Inc.
RVTY / Revvity, Inc.
NEE / NextEra Energy, Inc.
AES / The AES Corporation
ARWR / Arrowhead Pharmaceuticals, Inc.
TTD / The Trade Desk, Inc.
F / Ford Motor Company
HPE / Hewlett Packard Enterprise Company
INTU / Intuit Inc.
BKCH / Global X Funds - Global X Blockchain ETF
PPLT / abrdn Platinum ETF Trust - abrdn Physical Platinum Shares ETF
AAPL / Apple Inc.
UAL / United Airlines Holdings, Inc.
HST / Host Hotels & Resorts, Inc.
SWAV / Shockwave Medical, Inc.
PSX / Phillips 66
ECL / Ecolab Inc.
LUMN / Lumen Technologies, Inc.
CB / Chubb Limited
VICI / VICI Properties Inc.
QRVO / Qorvo, Inc.
MSFT / Microsoft Corporation
DXCM / DexCom, Inc.
CINF / Cincinnati Financial Corporation
PYPL / PayPal Holdings, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
GM / General Motors Company
AMAT / Applied Materials, Inc.
CSCO / Cisco Systems, Inc.
LLY / Eli Lilly and Company
PM / Philip Morris International Inc.
SRE / Sempra
NM / Navios Maritime Holdings, Inc.
EMBC / Embecta Corp.
ORCL / Oracle Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
XIFR / XPLR Infrastructure, LP - Limited Partnership
UTZ / Utz Brands, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SHOP / Shopify Inc.
BCYC / Bicycle Therapeutics plc - Depositary Receipt (Common Stock)
LRGE / Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF
GOOG / Alphabet Inc.
MCD / McDonald's Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
DIS / The Walt Disney Company
LIN / Linde plc
ATVI / Activision Blizzard Inc
DE / Deere & Company
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
AMD / Advanced Micro Devices, Inc.
GPC / Genuine Parts Company
MDT / Medtronic plc
XOM / Exxon Mobil Corporation
MTD / Mettler-Toledo International Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SONO / Sonos, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SO / The Southern Company
NAC / Nuveen California Quality Municipal Income Fund
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
PULM / Pulmatrix, Inc.
MDB / MongoDB, Inc.
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
CI / The Cigna Group
VLO / Valero Energy Corporation
SIRIUSXM HOLDINGS INC COM / Stock (82966U103)
WMT / Walmart Inc.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
CE / Celanese Corporation
BAX / Baxter International Inc.
STZ / Constellation Brands, Inc.
WY / Weyerhaeuser Company
HD / The Home Depot, Inc.
CMCSA / Comcast Corporation
FCX / Freeport-McMoRan Inc.
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SLB / Schlumberger Limited
AMGN / Amgen Inc.
MET / MetLife, Inc.
CLX / The Clorox Company
TLRY / Tilray Brands, Inc.
CRM / Salesforce, Inc.
INTC / Intel Corporation
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
RSX / VanEck ETF Trust - VanEck Russia ETF
MDY / SPDR S&P MidCap 400 ETF Trust
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
MUB / iShares Trust - iShares National Muni Bond ETF
TXN / Texas Instruments Incorporated
DHR / Danaher Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
FNKO / Funko, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
CACG / Legg Mason ETF Investment Trust - ClearBridge All Cap Growth ESG ETF
MUC / BlackRock MuniHoldings California Quality Fund, Inc.
TDTF / FlexShares Trust - FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
IVT / InvenTrust Properties Corp.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
APTV / Aptiv PLC
WKSP / Worksport Ltd.
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
CHIQ / Global X Funds - Global X MSCI China Consumer Discretionary ETF
BLNK / Blink Charging Co.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
MAS / Masco Corporation
TSCO / Tractor Supply Company
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
IRM / Iron Mountain Incorporated
MCO / Moody's Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
CVX / Chevron Corporation
DVY / iShares Trust - iShares Select Dividend ETF
IBM / International Business Machines Corporation
TQQQ / ProShares Trust - ProShares UltraPro QQQ
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
JNJ / Johnson & Johnson
WBD / Warner Bros. Discovery, Inc.
CLIP / Global X Funds - Global X 1-3 Month T-Bill ETF
AVY / Avery Dennison Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SOXX / iShares Trust - iShares Semiconductor ETF
PNC / The PNC Financial Services Group, Inc.
AZO / AutoZone, Inc.
AMP / Ameriprise Financial, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
BLK / BlackRock, Inc.
BITB / Bitwise Bitcoin ETF Trust
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
VTR / Ventas, Inc.
T / AT&T Inc.
EXPE / Expedia Group, Inc.
PAYX / Paychex, Inc.
NVDA / NVIDIA Corporation
EW / Edwards Lifesciences Corporation
COST / Costco Wholesale Corporation
PEP / PepsiCo, Inc.
HWM / Howmet Aerospace Inc.
AMZN / Amazon.com, Inc.
TDG / TransDigm Group Incorporated
ORLY / O'Reilly Automotive, Inc.
EWY / iShares, Inc. - iShares MSCI South Korea ETF
CDW / CDW Corporation
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
WFC / Wells Fargo & Company
A / Agilent Technologies, Inc.
FTV / Fortive Corporation
AAL / American Airlines Group Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BDX / Becton, Dickinson and Company
QCOM / QUALCOMM Incorporated
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
SEM / Select Medical Holdings Corporation
REG / Regency Centers Corporation
QQQ / Invesco QQQ Trust, Series 1
TMO / Thermo Fisher Scientific Inc.
EXC / Exelon Corporation
FANG / Diamondback Energy, Inc.
HUYA / HUYA Inc. - Depositary Receipt (Common Stock)
CCL / Carnival Corporation & plc
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
BBY / Best Buy Co., Inc.
MPC / Marathon Petroleum Corporation
SHV / iShares Trust - iShares Short Treasury Bond ETF
ADI / Analog Devices, Inc.
DAL / Delta Air Lines, Inc.
CAT / Caterpillar Inc.
ALL / The Allstate Corporation
REGN / Regeneron Pharmaceuticals, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
DELL / Dell Technologies Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
PGR / The Progressive Corporation
TROW / T. Rowe Price Group, Inc.
DOW / Dow Inc.
GWW / W.W. Grainger, Inc.
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SBUX / Starbucks Corporation
ABBV / AbbVie Inc.
GE / General Electric Company
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
AIG / American International Group, Inc.
AEE / Ameren Corporation
KHC / The Kraft Heinz Company
TMUS / T-Mobile US, Inc.
IR / Ingersoll Rand Inc.
SNX / TD SYNNEX Corporation
BSX / Boston Scientific Corporation
ENB / Enbridge Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
XYZ / Block, Inc.
D / Dominion Energy, Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
TGT / Target Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
OPK / OPKO Health, Inc.
ADM / Archer-Daniels-Midland Company
MRK / Merck & Co., Inc.
ICE / Intercontinental Exchange, Inc.
DLR / Digital Realty Trust, Inc.
EQIX / Equinix, Inc.
GSG / iShares S&P GSCI Commodity-Indexed Trust
CSX / CSX Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
NXPI / NXP Semiconductors N.V.
ETN / Eaton Corporation plc
EA / Electronic Arts Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PSA / Public Storage
TEL / TE Connectivity plc
UNH / UnitedHealth Group Incorporated
SPG / Simon Property Group, Inc.
MMM / 3M Company
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
TT / Trane Technologies plc
CSGP / CoStar Group, Inc.
SYK / Stryker Corporation
LUV / Southwest Airlines Co.
O / Realty Income Corporation
GD / General Dynamics Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
KLAC / KLA Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SNSR / Global X Funds - Global X Internet of Things ETF
NET / Cloudflare, Inc.
IXN / iShares Trust - iShares Global Tech ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
CMF / iShares Trust - iShares California Muni Bond ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
BRK.A / Berkshire Hathaway Inc.
EOG / EOG Resources, Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ACN / Accenture plc
VMC / Vulcan Materials Company
CHD / Church & Dwight Co., Inc.
VRTX / Vertex Pharmaceuticals Incorporated
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
LOW / Lowe's Companies, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
CDL / Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
MDLZ / Mondelez International, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CALX / Calix, Inc.
V / Visa Inc.
CFG / Citizens Financial Group, Inc.
FI / Fiserv, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SCHW / The Charles Schwab Corporation
AMT / American Tower Corporation
VLTO / Veralto Corporation
AON / Aon plc
ESGG / FlexShares Trust - FlexShares STOXX Global ESG Select Index Fund
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
ITW / Illinois Tool Works Inc.
YUM / Yum! Brands, Inc.
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
FDX / FedEx Corporation
MNST / Monster Beverage Corporation
RTX / RTX Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ADP / Automatic Data Processing, Inc.
CEG / Constellation Energy Corporation
RBLX / Roblox Corporation
AFL / Aflac Incorporated
PPG / PPG Industries, Inc.
MTB / M&T Bank Corporation
NUE / Nucor Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
SYF / Synchrony Financial
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
FILL / iShares, Inc. - iShares MSCI Global Energy Producers ETF
TJX / The TJX Companies, Inc.
PLD / Prologis, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
KO / The Coca-Cola Company
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
ES / Eversource Energy
COP / ConocoPhillips
VZ / Verizon Communications Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
WEC / WEC Energy Group, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
PANW / Palo Alto Networks, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
ROKU / Roku, Inc.
FDS / FactSet Research Systems Inc.
PG / The Procter & Gamble Company
APD / Air Products and Chemicals, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
LHX / L3Harris Technologies, Inc.
DOV / Dover Corporation
GOOGL / Alphabet Inc.
COF / Capital One Financial Corporation
COIN / Coinbase Global, Inc.
ZS / Zscaler, Inc.
ABT / Abbott Laboratories
ICF / iShares Trust - iShares Select U.S. REIT ETF
MMC / Marsh & McLennan Companies, Inc.
UNP / Union Pacific Corporation
SMMD / iShares Trust - iShares Russell 2500 ETF
MNKD / MannKind Corporation
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
SWKS / Skyworks Solutions, Inc.
POOL / Pool Corporation
DGX / Quest Diagnostics Incorporated
BMY / Bristol-Myers Squibb Company
MSI / Motorola Solutions, Inc.
GLD / SPDR Gold Trust
USB / U.S. Bancorp
GSL / Global Ship Lease, Inc.
AVGO / Broadcom Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ELV / Elevance Health, Inc.
EG / Everest Group, Ltd.
UPS / United Parcel Service, Inc.
SPY / SPDR S&P 500 ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
CNP / CenterPoint Energy, Inc.
BRK.B / Berkshire Hathaway Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
FLG / Flagstar Financial, Inc.
C / Citigroup Inc. - Corporate Bond/Note
AVB / AvalonBay Communities, Inc.
K / Kellanova
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
WELL / Welltower Inc.
MSCI / MSCI Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
HAL / Halliburton Company
ETSY / Etsy, Inc.
LRCX / Lam Research Corporation
ENPH / Enphase Energy, Inc.
GS / The Goldman Sachs Group, Inc.
ESTC / Elastic N.V.
ADSK / Autodesk, Inc.
GXTG / Global X Funds - Global X Thematic Growth ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
NOW / ServiceNow, Inc.
SPGI / S&P Global Inc.
GLW / Corning Incorporated
CAG / Conagra Brands, Inc.
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
MS / Morgan Stanley
CARR / Carrier Global Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
DD / DuPont de Nemours, Inc.
KMI / Kinder Morgan, Inc.
EBAY / eBay Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
EWW / iShares, Inc. - iShares MSCI Mexico ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MU / Micron Technology, Inc.
ROST / Ross Stores, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
CNXC / Concentrix Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CTAS / Cintas Corporation
VFC / V.F. Corporation
JPM / JPMorgan Chase & Co.
MRNA / Moderna, Inc.
PLTR / Palantir Technologies Inc.
IAU / iShares Gold Trust
WAT / Waters Corporation
GEHC / GE HealthCare Technologies Inc.
SYY / Sysco Corporation
ZM / Zoom Communications Inc.
OGN / Organon & Co.
MA / Mastercard Incorporated
KR / The Kroger Co.
NFLX / Netflix, Inc.
DG / Dollar General Corporation
NKE / NIKE, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
WM / Waste Management, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
HON / Honeywell International Inc.
AWK / American Water Works Company, Inc.
CL / Colgate-Palmolive Company
SNOW / Snowflake Inc.
CVS / CVS Health Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
BR / Broadridge Financial Solutions, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PH / Parker-Hannifin Corporation
TSLA / Tesla, Inc.
MLM / Martin Marietta Materials, Inc.
MRVL / Marvell Technology, Inc.
EIX / Edison International
EFX / Equifax Inc.
UHS / Universal Health Services, Inc.
HERO / Global X Funds - Global X Video Games & Esports ETF
ADBE / Adobe Inc.
LCID / Lucid Group, Inc.
AXP / American Express Company
BA / The Boeing Company
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
HOOD / Robinhood Markets, Inc.
RDNT / RadNet, Inc.
META / Meta Platforms, Inc.
QS / QuantumScape Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
BAC / Bank of America Corporation
NEM / Newmont Corporation
WAB / Westinghouse Air Brake Technologies Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
UPST / Upstart Holdings, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
MCK / McKesson Corporation
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
EMR / Emerson Electric Co.
GILD / Gilead Sciences, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
PFE / Pfizer Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
PKG / Packaging Corporation of America
WTW / Willis Towers Watson Public Limited Company
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
WYNN / Wynn Resorts, Limited
MBB / iShares Trust - iShares MBS ETF
AEP / American Electric Power Company, Inc.
ZTS / Zoetis Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
RIVN / Rivian Automotive, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
NSC / Norfolk Southern Corporation
TRV / The Travelers Companies, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)