Market Value3,111,271,577
Total Holdings471
File Date2024-08-09
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)
KO / The Coca-Cola Company
GOOG / Alphabet Inc.
TGT / Target Corporation
ERIE / Erie Indemnity Company
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
MMC / Marsh & McLennan Companies, Inc.
SHOP / Shopify Inc.
ADBE / Adobe Inc.
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
DVY / iShares Trust - iShares Select Dividend ETF
LNT / Alliant Energy Corporation
USRT / iShares Trust - iShares Core U.S. REIT ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
BMY / Bristol-Myers Squibb Company
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
LTRN / Lantern Pharma Inc.
CI / The Cigna Group
QQQ / Invesco QQQ Trust, Series 1
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ABT / Abbott Laboratories
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
PWR / Quanta Services, Inc.
CSX / CSX Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
LLY / Eli Lilly and Company
AMAT / Applied Materials, Inc.
DLR / Digital Realty Trust, Inc.
DD / DuPont de Nemours, Inc.
V / Visa Inc.
BX / Blackstone Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
PNC / The PNC Financial Services Group, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MA / Mastercard Incorporated
IVW / iShares Trust - iShares S&P 500 Growth ETF
FLEX / Flex Ltd.
ETN / Eaton Corporation plc
XOM / Exxon Mobil Corporation
TKR / The Timken Company
MDLZ / Mondelez International, Inc.
PM / Philip Morris International Inc.
GRMN / Garmin Ltd.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
KSCP / Knightscope, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
CARR / Carrier Global Corporation
LRGE / Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
APH / Amphenol Corporation
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
IXN / iShares Trust - iShares Global Tech ETF
NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF
IBTO / iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
IJAN / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January
INTU / Intuit Inc.
TXN / Texas Instruments Incorporated
NFG / National Fuel Gas Company
COHR / Coherent Corp.
PSA / Public Storage
IWN / iShares Trust - iShares Russell 2000 Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IDOG / ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
CASY / Casey's General Stores, Inc.
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
MUB / iShares Trust - iShares National Muni Bond ETF
WEC / WEC Energy Group, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SPY / SPDR S&P 500 ETF
STZ / Constellation Brands, Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SPRY / ARS Pharmaceuticals, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
FI / Fiserv, Inc.
ITW / Illinois Tool Works Inc.
HD / The Home Depot, Inc.
LUNR / Intuitive Machines, Inc.
HUBC / HUB Cyber Security Ltd.
LOW / Lowe's Companies, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
JPM / JPMorgan Chase & Co.
UPS / United Parcel Service, Inc.
RPM / RPM International Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
CHD / Church & Dwight Co., Inc.
NUE / Nucor Corporation
AFL / Aflac Incorporated
USB / U.S. Bancorp
NFLX / Netflix, Inc.
DG / Dollar General Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
EXC / Exelon Corporation
MSTR / Strategy Inc
OBDC / Blue Owl Capital Corporation
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
TSLA / Tesla, Inc.
MIRA / MIRA Pharmaceuticals, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
TRV / The Travelers Companies, Inc.
HWM / Howmet Aerospace Inc.
JNJ / Johnson & Johnson
MDAI / Spectral AI, Inc.
TRP / TC Energy Corporation
FITB / Fifth Third Bancorp
BBY / Best Buy Co., Inc.
CERO / CERo Therapeutics Holdings, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
FDX / FedEx Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VIR / Vir Biotechnology, Inc.
DOW / Dow Inc.
IR / Ingersoll Rand Inc.
SFM / Sprouts Farmers Market, Inc.
HTLF / Heartland Financial USA, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
PPL / PPL Corporation
BSX / Boston Scientific Corporation
AMT / American Tower Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
T / AT&T Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
FAST / Fastenal Company
CADE / Cadence Bank
SOLV / Solventum Corporation
SYK / Stryker Corporation
CBZ / CBIZ, Inc.
AXP / American Express Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ORGO / Organogenesis Holdings Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
NOW / ServiceNow, Inc.
EXI / iShares Trust - iShares Global Industrials ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
IDV / iShares Trust - iShares International Select Dividend ETF
DUK / Duke Energy Corporation
GWW / W.W. Grainger, Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
EOG / EOG Resources, Inc.
ENB / Enbridge Inc.
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
ET / Energy Transfer LP - Limited Partnership
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ORI / Old Republic International Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VIS / Vanguard World Fund - Vanguard Industrials ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
MMM / 3M Company
NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
AWR / American States Water Company
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
AEP / American Electric Power Company, Inc.
HON / Honeywell International Inc.
ADM / Archer-Daniels-Midland Company
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
MDY / SPDR S&P MidCap 400 ETF Trust
CSCO / Cisco Systems, Inc.
PFE / Pfizer Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
TT / Trane Technologies plc
HITI / High Tide Inc.
KEY / KeyCorp
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
AJG / Arthur J. Gallagher & Co.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CHRW / C.H. Robinson Worldwide, Inc.
MCHP / Microchip Technology Incorporated
KLAC / KLA Corporation
BRK.B / Berkshire Hathaway Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
IP / International Paper Company
KKR / KKR & Co. Inc.
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
IWO / iShares Trust - iShares Russell 2000 Growth ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
EMR / Emerson Electric Co.
PG / The Procter & Gamble Company
IVE / iShares Trust - iShares S&P 500 Value ETF
CCL / Carnival Corporation & plc
DAL / Delta Air Lines, Inc.
MCK / McKesson Corporation
WPC / W. P. Carey Inc.
MTB / M&T Bank Corporation
BDX / Becton, Dickinson and Company
GRTS / Gritstone bio, Inc.
CZR / Caesars Entertainment, Inc.
TEX / Terex Corporation
AKTS / Akoustis Technologies, Inc.
PXD / Pioneer Natural Resources Company
GBTC / Grayscale Bitcoin Trust (BTC)
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
LEN / Lennar Corporation
ACEL / Accel Entertainment, Inc.
DLTR / Dollar Tree, Inc.
NKLA / Nikola Corporation
HEES / H&E Equipment Services, Inc.
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
AISPW / Airship AI Holdings, Inc. - Equity Warrant
DMTK / DermTech, Inc.
ECL / Ecolab Inc.
BALL / Ball Corporation
IQV / IQVIA Holdings Inc.
FIBR / iShares Trust - iShares U.S. Fixed Income Balanced Risk Systematic ETF
TFC / Truist Financial Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
NOC / Northrop Grumman Corporation
GPN / Global Payments Inc.
ELV / Elevance Health, Inc.
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
MDU / MDU Resources Group, Inc.
KDP / Keurig Dr Pepper Inc.
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
CVKD / Cadrenal Therapeutics, Inc.
CMG / Chipotle Mexican Grill, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
WBD / Warner Bros. Discovery, Inc.
DVN / Devon Energy Corporation
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
CNC / Centene Corporation
ZTS / Zoetis Inc.
HIG / The Hartford Insurance Group, Inc.
FIBK / First Interstate BancSystem, Inc.
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
LRCX / Lam Research Corporation
MET / MetLife, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
BLDR / Builders FirstSource, Inc.
EW / Edwards Lifesciences Corporation
ASXC / Asensus Surgical, Inc.
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
C.WSA / Citigroup, Inc.
CVS / CVS Health Corporation
KNF / Knife River Corporation
AAPL / Apple Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ALL / The Allstate Corporation
NJUL / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - July
VTV / Vanguard Index Funds - Vanguard Value ETF
ESS / Essex Property Trust, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
HI / Hillenbrand, Inc.
TNL / Travel + Leisure Co.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
SRE / Sempra
AMZN / Amazon.com, Inc.
CLX / The Clorox Company
IBKR / Interactive Brokers Group, Inc.
COP / ConocoPhillips
TJX / The TJX Companies, Inc.
GIS / General Mills, Inc.
ADP / Automatic Data Processing, Inc.
AMD / Advanced Micro Devices, Inc.
BWB / Bridgewater Bancshares, Inc.
GD / General Dynamics Corporation
MRK / Merck & Co., Inc.
AVGO / Broadcom Inc.
ORCL / Oracle Corporation
COST / Costco Wholesale Corporation
QCOM / QUALCOMM Incorporated
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
NEE / NextEra Energy, Inc.
UNH / UnitedHealth Group Incorporated
CE / Celanese Corporation
PYPL / PayPal Holdings, Inc.
GE / General Electric Company
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
CGXU / Capital Group International Focus Equity ETF
MCD / McDonald's Corporation
DIS / The Walt Disney Company
TMO / Thermo Fisher Scientific Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
REGN / Regeneron Pharmaceuticals, Inc.
PH / Parker-Hannifin Corporation
WFC / Wells Fargo & Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
GLD / SPDR Gold Trust
AMGN / Amgen Inc.
F / Ford Motor Company
NVDA / NVIDIA Corporation
MO / Altria Group, Inc.
IBM / International Business Machines Corporation
META / Meta Platforms, Inc.
SBUX / Starbucks Corporation
DE / Deere & Company
OKE / ONEOK, Inc.
PFG / Principal Financial Group, Inc.
MU / Micron Technology, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
MSFT / Microsoft Corporation
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
GOOGL / Alphabet Inc.
INTC / Intel Corporation
BA / The Boeing Company
NEM / Newmont Corporation
BAFN / BayFirst Financial Corp.
EXR / Extra Space Storage Inc.
C / Citigroup Inc. - Corporate Bond/Note
BAC / Bank of America Corporation
CRM / Salesforce, Inc.
PSX / Phillips 66
GSK / GSK plc - Depositary Receipt (Common Stock)
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SCHW / The Charles Schwab Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
NSC / Norfolk Southern Corporation
KMB / Kimberly-Clark Corporation
AMP / Ameriprise Financial, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
LIN / Linde plc
PINC / Premier, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
BDJ / BlackRock Enhanced Equity Dividend Trust
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
GILD / Gilead Sciences, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
HSY / The Hershey Company
HBI / Hanesbrands Inc.
CW / Curtiss-Wright Corporation
PEP / PepsiCo, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
WM / Waste Management, Inc.
ACN / Accenture plc
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
WMT / Walmart Inc.
SO / The Southern Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CMF / iShares Trust - iShares California Muni Bond ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
WMB / The Williams Companies, Inc.
HPE / Hewlett Packard Enterprise Company
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
PRU / Prudential Financial, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
USM / United States Cellular Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
MS / Morgan Stanley
DKS / DICK'S Sporting Goods, Inc.
ABBV / AbbVie Inc.
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
FHI / Federated Hermes, Inc.
SHW / The Sherwin-Williams Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
SPGI / S&P Global Inc.
LHX / L3Harris Technologies, Inc.
PPG / PPG Industries, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
0L7G / Snap-on Incorporated
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
CAT / Caterpillar Inc.
SNPS / Synopsys, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
GOLD / Barrick Mining Corporation
VLO / Valero Energy Corporation
ABVC / ABVC BioPharma, Inc.
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
BKH / Black Hills Corporation
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
CMCSA / Comcast Corporation
UNP / Union Pacific Corporation
IXC / iShares Trust - iShares Global Energy ETF
CB / Chubb Limited
PBA / Pembina Pipeline Corporation
IAPR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - April
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AGM / Federal Agricultural Mortgage Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
DNP / DNP Select Income Fund Inc.
HUBB / Hubbell Incorporated
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
AGNC / AGNC Investment Corp.
CAH / Cardinal Health, Inc.
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
MPC / Marathon Petroleum Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
PAYX / Paychex, Inc.
ED / Consolidated Edison, Inc.
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF
PLUG / Plug Power Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
CL / Colgate-Palmolive Company
SLV / iShares Silver Trust
LKQ / LKQ Corporation
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
MKC / McCormick & Company, Incorporated
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
MDT / Medtronic plc
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
WSBC / WesBanco, Inc.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
CGGR / Capital Group Growth ETF
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
BKNG / Booking Holdings Inc.
CEG / Constellation Energy Corporation
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
WK / Workiva Inc.
RTX / RTX Corporation
OMC / Omnicom Group Inc.
PEG / Public Service Enterprise Group Incorporated
HCWB / HCW Biologics Inc.
ISRG / Intuitive Surgical, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ROK / Rockwell Automation, Inc.
RSG / Republic Services, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
GPC / Genuine Parts Company
CVX / Chevron Corporation
IWV / iShares Trust - iShares Russell 3000 ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
IWB / iShares Trust - iShares Russell 1000 ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
LMT / Lockheed Martin Corporation
XLO / Xilio Therapeutics, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CMI / Cummins Inc.
CTVA / Corteva, Inc.
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
NKE / NIKE, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
VZ / Verizon Communications Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF