Market Value3,087,793,217
Total Holdings465
File Date2024-05-03
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
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LNT / Alliant Energy Corporation
BMY / Bristol-Myers Squibb Company
CI / The Cigna Group
UL / Unilever PLC - Depositary Receipt (Common Stock)
QQQ / Invesco QQQ Trust, Series 1
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
NKE / NIKE, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PWR / Quanta Services, Inc.
CSX / CSX Corporation
AMAT / Applied Materials, Inc.
CL / Colgate-Palmolive Company
JPM / JPMorgan Chase & Co.
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
DD / DuPont de Nemours, Inc.
BX / Blackstone Inc.
LLY / Eli Lilly and Company
SCHW / The Charles Schwab Corporation
XOM / Exxon Mobil Corporation
PM / Philip Morris International Inc.
OBDC / Blue Owl Capital Corporation
BWB / Bridgewater Bancshares, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
LOW / Lowe's Companies, Inc.
VZ / Verizon Communications Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CZR / Caesars Entertainment, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
GWW / W.W. Grainger, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
MS / Morgan Stanley
NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
CSCO / Cisco Systems, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
CASY / Casey's General Stores, Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
PSX / Phillips 66
AFL / Aflac Incorporated
KKR / KKR & Co. Inc.
VLO / Valero Energy Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IP / International Paper Company
JNJ / Johnson & Johnson
TRV / The Travelers Companies, Inc.
CAH / Cardinal Health, Inc.
AMT / American Tower Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
T / AT&T Inc.
FAST / Fastenal Company
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
AISPW / Airship AI Holdings, Inc. - Equity Warrant
AMZN / Amazon.com, Inc.
LIN / Linde plc
EMR / Emerson Electric Co.
DG / Dollar General Corporation
AXP / American Express Company
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
SPRY / ARS Pharmaceuticals, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
WPC / W. P. Carey Inc.
DLTR / Dollar Tree, Inc.
MCK / McKesson Corporation
BALL / Ball Corporation
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
MTB / M&T Bank Corporation
TSLA / Tesla, Inc.
SO / The Southern Company
ROK / Rockwell Automation, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ALL / The Allstate Corporation
ADBE / Adobe Inc.
ADP / Automatic Data Processing, Inc.
TNL / Travel + Leisure Co.
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
SRE / Sempra
VTV / Vanguard Index Funds - Vanguard Value ETF
LTRN / Lantern Pharma Inc.
GIS / General Mills, Inc.
CVS / CVS Health Corporation
APH / Amphenol Corporation
CLX / The Clorox Company
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
OTIS / Otis Worldwide Corporation
MELI / MercadoLibre, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MTG / MGIC Investment Corporation
HRTG / Heritage Insurance Holdings, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
LEN / Lennar Corporation
MET / MetLife, Inc.
HSY / The Hershey Company
ECL / Ecolab Inc.
TEX / Terex Corporation
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
IQV / IQVIA Holdings Inc.
HIG / The Hartford Insurance Group, Inc.
NKLA / Nikola Corporation
HEES / H&E Equipment Services, Inc.
MDU / MDU Resources Group, Inc.
PXD / Pioneer Natural Resources Company
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
ACEL / Accel Entertainment, Inc.
HI / Hillenbrand, Inc.
FIBR / iShares Trust - iShares U.S. Fixed Income Balanced Risk Systematic ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PPL / PPL Corporation
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
IDV / iShares Trust - iShares International Select Dividend ETF
SPY / SPDR S&P 500 ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
CARR / Carrier Global Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
PAYX / Paychex, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
CGGR / Capital Group Growth ETF
EOG / EOG Resources, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
NSC / Norfolk Southern Corporation
HON / Honeywell International Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
COHR / Coherent Corp.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
UPS / United Parcel Service, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PFE / Pfizer Inc.
HITI / High Tide Inc.
KEY / KeyCorp
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
USB / U.S. Bancorp
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
WMB / The Williams Companies, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
AAPL / Apple Inc.
DMTK / DermTech, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
MU / Micron Technology, Inc.
CE / Celanese Corporation
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
MSFT / Microsoft Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
0L7G / Snap-on Incorporated
FIBK / First Interstate BancSystem, Inc.
CCL / Carnival Corporation & plc
GD / General Dynamics Corporation
MRK / Merck & Co., Inc.
DVN / Devon Energy Corporation
AVGO / Broadcom Inc.
COST / Costco Wholesale Corporation
QCOM / QUALCOMM Incorporated
GOOG / Alphabet Inc.
NEE / NextEra Energy, Inc.
BLDR / Builders FirstSource, Inc.
UNH / UnitedHealth Group Incorporated
PYPL / PayPal Holdings, Inc.
GE / General Electric Company
MCD / McDonald's Corporation
DIS / The Walt Disney Company
REGN / Regeneron Pharmaceuticals, Inc.
GILD / Gilead Sciences, Inc.
PH / Parker-Hannifin Corporation
WFC / Wells Fargo & Company
IBKR / Interactive Brokers Group, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
F / Ford Motor Company
RSG / Republic Services, Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
BA / The Boeing Company
MO / Altria Group, Inc.
GRTS / Gritstone bio, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
CVX / Chevron Corporation
PFG / Principal Financial Group, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
ET / Energy Transfer LP - Limited Partnership
TGT / Target Corporation
PANW / Palo Alto Networks, Inc.
RTX / RTX Corporation
IXN / iShares Trust - iShares Global Tech ETF
CADE / Cadence Bank
SNPS / Synopsys, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DKS / DICK'S Sporting Goods, Inc.
VIR / Vir Biotechnology, Inc.
FITB / Fifth Third Bancorp
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
IR / Ingersoll Rand Inc.
FDX / FedEx Corporation
PPG / PPG Industries, Inc.
HTLF / Heartland Financial USA, Inc.
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IDOG / ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
CNC / Centene Corporation
AMD / Advanced Micro Devices, Inc.
GLD / SPDR Gold Trust
META / Meta Platforms, Inc.
ORCL / Oracle Corporation
NVDA / NVIDIA Corporation
NEM / Newmont Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
GOOGL / Alphabet Inc.
C / Citigroup Inc. - Corporate Bond/Note
INTC / Intel Corporation
BAC / Bank of America Corporation
NFLX / Netflix, Inc.
CRM / Salesforce, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
MMC / Marsh & McLennan Companies, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
AVT / Avnet, Inc.
PEP / PepsiCo, Inc.
CAT / Caterpillar Inc.
HUBB / Hubbell Incorporated
CW / Curtiss-Wright Corporation
TRP / TC Energy Corporation
MDAI / Spectral AI, Inc.
ED / Consolidated Edison, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
AMP / Ameriprise Financial, Inc.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
SLV / iShares Silver Trust
BDX / Becton, Dickinson and Company
BKNG / Booking Holdings Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
PINC / Premier, Inc.
EXI / iShares Trust - iShares Global Industrials ETF
MA / Mastercard Incorporated
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
PEG / Public Service Enterprise Group Incorporated
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
AJG / Arthur J. Gallagher & Co.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
DHR / Danaher Corporation
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
GPC / Genuine Parts Company
TJX / The TJX Companies, Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
OMC / Omnicom Group Inc.
COP / ConocoPhillips
BKH / Black Hills Corporation
LRGE / Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
KLAC / KLA Corporation
IWV / iShares Trust - iShares Russell 3000 ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
HBI / Hanesbrands Inc.
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
MMM / 3M Company
KO / The Coca-Cola Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ISRG / Intuitive Surgical, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
CEG / Constellation Energy Corporation
IAPR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - April
IWM / iShares Trust - iShares Russell 2000 ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
PBA / Pembina Pipeline Corporation
WEC / WEC Energy Group, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
TT / Trane Technologies plc
TKR / The Timken Company
LMT / Lockheed Martin Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
PG / The Procter & Gamble Company
HWM / Howmet Aerospace Inc.
DE / Deere & Company
WM / Waste Management, Inc.
NFG / National Fuel Gas Company
ACN / Accenture plc
PSA / Public Storage
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
ENB / Enbridge Inc.
WMT / Walmart Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
MDY / SPDR S&P MidCap 400 ETF Trust
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
PRU / Prudential Financial, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
WK / Workiva Inc.
AWR / American States Water Company
MUB / iShares Trust - iShares National Muni Bond ETF
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
AKTS / Akoustis Technologies, Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
CGXU / Capital Group International Focus Equity ETF
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
ZTS / Zoetis Inc.
ORI / Old Republic International Corporation
ERIE / Erie Indemnity Company
MDLZ / Mondelez International, Inc.
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
BBY / Best Buy Co., Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
CVKD / Cadrenal Therapeutics, Inc.
DAL / Delta Air Lines, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
CMG / Chipotle Mexican Grill, Inc.
IBTO / iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF
RPM / RPM International Inc.
MPC / Marathon Petroleum Corporation
PNC / The PNC Financial Services Group, Inc.
FHI / Federated Hermes, Inc.
LKQ / LKQ Corporation
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
ETN / Eaton Corporation plc
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
ADM / Archer-Daniels-Midland Company
WSBC / WesBanco, Inc.
OKE / ONEOK, Inc.
IJAN / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NUE / Nucor Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CMF / iShares Trust - iShares California Muni Bond ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EXC / Exelon Corporation
AEP / American Electric Power Company, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
AGM / Federal Agricultural Mortgage Corporation
IBM / International Business Machines Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
TMO / Thermo Fisher Scientific Inc.
FLEX / Flex Ltd.
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
SHW / The Sherwin-Williams Company
HPE / Hewlett Packard Enterprise Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
GRMN / Garmin Ltd.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
MKC / McCormick & Company, Incorporated
KMB / Kimberly-Clark Corporation
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
V / Visa Inc.
INTU / Intuit Inc.
TXN / Texas Instruments Incorporated
BSX / Boston Scientific Corporation
SBUX / Starbucks Corporation
HCWB / HCW Biologics Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MDT / Medtronic plc
DLR / Digital Realty Trust, Inc.
CMCSA / Comcast Corporation
CHRW / C.H. Robinson Worldwide, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
CMI / Cummins Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
DNP / DNP Select Income Fund Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
STZ / Constellation Brands, Inc.
ASXC / Asensus Surgical, Inc.
CTVA / Corteva, Inc.
LRCX / Lam Research Corporation
AMGN / Amgen Inc.
UNP / Union Pacific Corporation
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
NOC / Northrop Grumman Corporation
ESS / Essex Property Trust, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
AGNC / AGNC Investment Corp.
ELV / Elevance Health, Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
KDP / Keurig Dr Pepper Inc.
ABT / Abbott Laboratories
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
ITW / Illinois Tool Works Inc.
DOW / Dow Inc.
LHX / L3Harris Technologies, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
KNF / Knife River Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
GOLD / Barrick Mining Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
IWB / iShares Trust - iShares Russell 1000 ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
EXR / Extra Space Storage Inc.
MCHP / Microchip Technology Incorporated
EW / Edwards Lifesciences Corporation
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
HD / The Home Depot, Inc.
C.WSA / Citigroup, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
BAFN / BayFirst Financial Corp.
BRK.B / Berkshire Hathaway Inc.
IBB / iShares Trust - iShares Biotechnology ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SYK / Stryker Corporation
NOW / ServiceNow, Inc.
SHOP / Shopify Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
DUK / Duke Energy Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
TFC / Truist Financial Corporation
MSTR / Strategy Inc