Market Value639,589,274
Total Holdings613
File Date2025-04-11
Original Filing (Click here)

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

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

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
VHT / Vanguard World Fund - Vanguard Health Care ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
ITW / Illinois Tool Works Inc.
GOOG / Alphabet Inc.
ESAB / ESAB Corporation
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
USFD / US Foods Holding Corp.
BYND / Beyond Meat, Inc.
CF / CF Industries Holdings, Inc.
WGO / Winnebago Industries, Inc.
LOB / Live Oak Bancshares, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
LAAC / Lithium Argentina AG
DELL / Dell Technologies Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
ENPH / Enphase Energy, Inc.
TDY / Teledyne Technologies Incorporated
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
VVR / Invesco Senior Income Trust
MAR / Marriott International, Inc.
ALTM / Arcadium Lithium plc
SNA / Snap-on Incorporated
FCX / Freeport-McMoRan Inc.
RBCAA / Republic Bancorp, Inc.
RDY / Dr. Reddy's Laboratories Limited - Depositary Receipt (Common Stock)
WAT / Waters Corporation
NET / Cloudflare, Inc.
ROP / Roper Technologies, Inc.
SHW / The Sherwin-Williams Company
MYGN / Myriad Genetics, Inc.
RPM / RPM International Inc.
FTNT / Fortinet, Inc.
ATSG / Air Transport Services Group, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
WPC / W. P. Carey Inc.
QQQ / Invesco QQQ Trust, Series 1
MBC / MasterBrand, Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
BFB / Brown-Forman Corp. - Class B
SWK / Stanley Black & Decker, Inc.
IBM / International Business Machines Corporation
GEV / GE Vernova Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
HIW / Highwoods Properties, Inc.
SLF / Sun Life Financial Inc.
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
EME / EMCOR Group, Inc.
PGR / The Progressive Corporation
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
ENB / Enbridge Inc.
MMU / Western Asset Managed Municipals Fund Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
MDLZ / Mondelez International, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
ET / Energy Transfer LP - Limited Partnership
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
X / United States Steel Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
NDSN / Nordson Corporation
DFS / Discover Financial Services
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
WELL / Welltower Inc.
LDOS / Leidos Holdings, Inc.
ATNI / ATN International, Inc.
TROW / T. Rowe Price Group, Inc.
MET / MetLife, Inc.
GAP / The Gap, Inc.
FBIN / Fortune Brands Innovations, Inc.
EXR / Extra Space Storage Inc.
QABA / First Trust Exchange-Traded Fund - First Trust NASDAQ ABA Community Bank Index Fund
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
NDAQ / Nasdaq, Inc.
FSLR / First Solar, Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
NKE / NIKE, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
CXE / MFS High Income Municipal Trust
IWB / iShares Trust - iShares Russell 1000 ETF
HWM / Howmet Aerospace Inc.
CC / The Chemours Company
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
CRM / Salesforce, Inc.
AWK / American Water Works Company, Inc.
SYF / Synchrony Financial
DAL / Delta Air Lines, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BHF / Brighthouse Financial, Inc.
NFLX / Netflix, Inc.
CAT / Caterpillar Inc.
GOOGL / Alphabet Inc.
MO / Altria Group, Inc.
CRWD / CrowdStrike Holdings, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
OGN / Organon & Co.
ADBE / Adobe Inc.
CTRA / Coterra Energy Inc.
TRV / The Travelers Companies, Inc.
PWR / Quanta Services, Inc.
KHC / The Kraft Heinz Company
RTX / RTX Corporation
EBAY / eBay Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
VTR / Ventas, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
PYPL / PayPal Holdings, Inc.
SPY / SPDR S&P 500 ETF
TDC / Teradata Corporation
ALK / Alaska Air Group, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
AFL / Aflac Incorporated
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SAM / The Boston Beer Company, Inc.
SYY / Sysco Corporation
DAR / Darling Ingredients Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
YUMC / Yum China Holdings, Inc.
AMT / American Tower Corporation
IRM / Iron Mountain Incorporated
LUMN / Lumen Technologies, Inc.
VNOM / Viper Energy, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
FANG / Diamondback Energy, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
PPC / Pilgrim's Pride Corporation
MBB / iShares Trust - iShares MBS ETF
TGT / Target Corporation
GABC / German American Bancorp, Inc.
CDNS / Cadence Design Systems, Inc.
NLOP / Net Lease Office Properties
META / Meta Platforms, Inc.
GLD / SPDR Gold Trust
ADP / Automatic Data Processing, Inc.
CCL / Carnival Corporation & plc
CAH / Cardinal Health, Inc.
BKNG / Booking Holdings Inc.
VVV / Valvoline Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
MSI / Motorola Solutions, Inc.
SOLV / Solventum Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
JPM / JPMorgan Chase & Co.
SLV / iShares Silver Trust
NXPI / NXP Semiconductors N.V.
DHR / Danaher Corporation
EW / Edwards Lifesciences Corporation
HBAN / Huntington Bancshares Incorporated
VRTX / Vertex Pharmaceuticals Incorporated
COF / Capital One Financial Corporation
BA / The Boeing Company
NOC / Northrop Grumman Corporation
AVGO / Broadcom Inc.
VMC / Vulcan Materials Company
EQR / Equity Residential
SNPS / Synopsys, Inc.
UNP / Union Pacific Corporation
MAS / Masco Corporation
ZTS / Zoetis Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
DIA / SPDR Dow Jones Industrial Average ETF Trust
DKNG / DraftKings Inc.
EH / EHang Holdings Limited - Depositary Receipt (Common Stock)
BOH / Bank of Hawaii Corporation
BFA / Brown-Forman Corp. - Class A
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
KMI / Kinder Morgan, Inc.
FI / Fiserv, Inc.
CL / Colgate-Palmolive Company
GSK / GSK plc - Depositary Receipt (Common Stock)
CMG / Chipotle Mexican Grill, Inc.
BCE / BCE Inc.
MMC / Marsh & McLennan Companies, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MPAA / Motorcar Parts of America, Inc.
CSCO / Cisco Systems, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
HD / The Home Depot, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
TFC / Truist Financial Corporation
DG / Dollar General Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
MCHP / Microchip Technology Incorporated
RSG / Republic Services, Inc.
HAP / VanEck ETF Trust - VanEck Natural Resources ETF
HES / Hess Corporation
MELI / MercadoLibre, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
PRU / Prudential Financial, Inc.
MTD / Mettler-Toledo International Inc.
RWAY / Runway Growth Finance Corp.
LBRT / Liberty Energy Inc.
MCD / McDonald's Corporation
NOW / ServiceNow, Inc.
EMR / Emerson Electric Co.
PPG / PPG Industries, Inc.
BIIB / Biogen Inc.
PPL / PPL Corporation
HUM / Humana Inc.
MAA / Mid-America Apartment Communities, Inc.
VRT / Vertiv Holdings Co
CARR / Carrier Global Corporation
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
SUN / Sunoco LP - Limited Partnership
ADM / Archer-Daniels-Midland Company
EVRG / Evergy, Inc.
WEC / WEC Energy Group, Inc.
TSLA / Tesla, Inc.
FTV / Fortive Corporation
SPG / Simon Property Group, Inc.
COST / Costco Wholesale Corporation
TSN / Tyson Foods, Inc.
SLB / Schlumberger Limited
WOLF / Wolfspeed, Inc.
WU / The Western Union Company
PAYX / Paychex, Inc.
RCL / Royal Caribbean Cruises Ltd.
D / Dominion Energy, Inc.
LLY / Eli Lilly and Company
CMCSA / Comcast Corporation
VLTO / Veralto Corporation
NEE / NextEra Energy, Inc.
NVDA / NVIDIA Corporation
ACN / Accenture plc
LYV / Live Nation Entertainment, Inc.
BAC / Bank of America Corporation
TYL / Tyler Technologies, Inc.
IQV / IQVIA Holdings Inc.
NVAX / Novavax, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
PG / The Procter & Gamble Company
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
MSFT / Microsoft Corporation
DLTR / Dollar Tree, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
INTU / Intuit Inc.
BRBR / BellRing Brands, Inc.
ORCL / Oracle Corporation
CHDN / Churchill Downs Incorporated
AAPL / Apple Inc.
AMZN / Amazon.com, Inc.
INTC / Intel Corporation
DIS / The Walt Disney Company
CTBI / Community Trust Bancorp, Inc.
T / AT&T Inc.
HLT / Hilton Worldwide Holdings Inc.
MCRI / Monarch Casino & Resort, Inc.
DVN / Devon Energy Corporation
SIRI / Sirius XM Holdings Inc.
NEM / Newmont Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
CXH / MFS Investment Grade Municipal Trust
IBIT / iShares Bitcoin Trust ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CPRT / Copart, Inc.
DGX / Quest Diagnostics Incorporated
PM / Philip Morris International Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
NRG / NRG Energy, Inc.
AXP / American Express Company
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
MLM / Martin Marietta Materials, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
QCOM / QUALCOMM Incorporated
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
KMX / CarMax, Inc.
CI / The Cigna Group
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
DUK / Duke Energy Corporation
DVY / iShares Trust - iShares Select Dividend ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VTRS / Viatris Inc.
FSK / FS KKR Capital Corp.
TMO / Thermo Fisher Scientific Inc.
BBY / Best Buy Co., Inc.
SYBT / Stock Yards Bancorp, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
WBA / Walgreens Boots Alliance, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
NUV / Nuveen Municipal Value Fund, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
CZR / Caesars Entertainment, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
CNC / Centene Corporation
CLX / The Clorox Company
PCAR / PACCAR Inc
MPC / Marathon Petroleum Corporation
VLO / Valero Energy Corporation
OTIS / Otis Worldwide Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
MGY / Magnolia Oil & Gas Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
LYB / LyondellBasell Industries N.V.
PRCT / PROCEPT BioRobotics Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
EXC / Exelon Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SWKS / Skyworks Solutions, Inc.
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
INVZ / Innoviz Technologies Ltd.
UNIT / Uniti Group Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
AMAT / Applied Materials, Inc.
KVUE / Kenvue Inc.
ELV / Elevance Health, Inc.
HRB / H&R Block, Inc.
KDP / Keurig Dr Pepper Inc.
CB / Chubb Limited
AZO / AutoZone, Inc.
TXRH / Texas Roadhouse, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
LULU / lululemon athletica inc.
EOG / EOG Resources, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
LOW / Lowe's Companies, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SO / The Southern Company
BUSE / First Busey Corporation
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
ECL / Ecolab Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
GIS / General Mills, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
LAC / Lithium Americas Corp.
GM / General Motors Company
SNX / TD SYNNEX Corporation
WST / West Pharmaceutical Services, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
SJM / The J. M. Smucker Company
BMY / Bristol-Myers Squibb Company
DOW / Dow Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ADI / Analog Devices, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
ALL / The Allstate Corporation
PEP / PepsiCo, Inc.
MKC / McCormick & Company, Incorporated
GEHC / GE HealthCare Technologies Inc.
OTTR / Otter Tail Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
MA / Mastercard Incorporated
CCI / Crown Castle Inc.
DNP / DNP Select Income Fund Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
BLK / BlackRock, Inc.
STT / State Street Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
GE / General Electric Company
NSC / Norfolk Southern Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
LTBR / Lightbridge Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
DE / Deere & Company
KMB / Kimberly-Clark Corporation
FMC / FMC Corporation
MSCI / MSCI Inc.
WSBC / WesBanco, Inc.
GWW / W.W. Grainger, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
STLA / Stellantis N.V.
WFC / Wells Fargo & Company
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
TTWO / Take-Two Interactive Software, Inc.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
JCI / Johnson Controls International plc
PNC / The PNC Financial Services Group, Inc.
BDX / Becton, Dickinson and Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
STZ / Constellation Brands, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
AMGN / Amgen Inc.
V / Visa Inc.
CAI / Canadian Imperial Bank of Commerce
DJT / Trump Media & Technology Group Corp.
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
MS / Morgan Stanley
SBUX / Starbucks Corporation
IYM / iShares Trust - iShares U.S. Basic Materials ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
AMP / Ameriprise Financial, Inc.
TXN / Texas Instruments Incorporated
CP / Canadian Pacific Kansas City Limited
SCHW / The Charles Schwab Corporation
BR / Broadridge Financial Solutions, Inc.
XYZ / Block, Inc.
ABT / Abbott Laboratories
ULTA / Ulta Beauty, Inc.
TDS / Telephone and Data Systems, Inc.
MRVL / Marvell Technology, Inc.
SPGI / S&P Global Inc.
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
AMD / Advanced Micro Devices, Inc.
SBAC / SBA Communications Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
LIN / Linde plc
BSX / Boston Scientific Corporation
FFBC / First Financial Bancorp.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
BAX / Baxter International Inc.
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
EXPD / Expeditors International of Washington, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SUI / Sun Communities, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
FDX / FedEx Corporation
YUM / Yum! Brands, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
LHX / L3Harris Technologies, Inc.
SHOP / Shopify Inc.
TMUS / T-Mobile US, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
AEP / American Electric Power Company, Inc.
FE / FirstEnergy Corp.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
WBD / Warner Bros. Discovery, Inc.
JNJ_KZ / Johnson & Johnson
CEG / Constellation Energy Corporation
LNG / Cheniere Energy, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
MNST / Monster Beverage Corporation
SPH / Suburban Propane Partners, L.P. - Limited Partnership
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
PNFP / Pinnacle Financial Partners, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
UPS / United Parcel Service, Inc.
DLR / Digital Realty Trust, Inc.
MDT / Medtronic plc
LEN / Lennar Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
HON / Honeywell International Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
MDY / SPDR S&P MidCap 400 ETF Trust
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
FITB / Fifth Third Bancorp
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
PFE / Pfizer Inc.
DD / DuPont de Nemours, Inc.
EQIX / Equinix, Inc.
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
MU / Micron Technology, Inc.
ICE / Intercontinental Exchange, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
CSGS / CSG Systems International, Inc.
ROK / Rockwell Automation, Inc.
IIPR / Innovative Industrial Properties, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
CMU / MFS High Yield Municipal Trust
MRK / Merck & Co., Inc.
HCA / HCA Healthcare, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
UBER / Uber Technologies, Inc.
CNXC / Concentrix Corporation
MCO / Moody's Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
CSX / CSX Corporation
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
TJX / The TJX Companies, Inc.
CMP / Compass Minerals International, Inc.
MHD / BlackRock MuniHoldings Fund, Inc.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
CVX / Chevron Corporation
PLD / Prologis, Inc.
DRI / Darden Restaurants, Inc.
APD / Air Products and Chemicals, Inc.
UBS / UBS Group AG
IYE / iShares Trust - iShares U.S. Energy ETF
GNRC / Generac Holdings Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
IP / International Paper Company
BRK.B / Berkshire Hathaway Inc.
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
ALGN / Align Technology, Inc.
WY / Weyerhaeuser Company
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
NUE / Nucor Corporation
COIN / Coinbase Global, Inc.
GILD / Gilead Sciences, Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
IBB / iShares Trust - iShares Biotechnology ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HAL / Halliburton Company
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
RVTY / Revvity, Inc.
MRTN / Marten Transport, Ltd.
USB / U.S. Bancorp
ANSS / ANSYS, Inc.
CCD / Calamos Dynamic Convertible and Income Fund
ETN / Eaton Corporation plc
IYF / iShares Trust - iShares U.S. Financials ETF
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IOO / iShares Trust - iShares Global 100 ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
DWM / WisdomTree Trust - WisdomTree International Equity Fund
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
UNH / UnitedHealth Group Incorporated
CIVI / Civitas Resources, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
UNF / UniFirst Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
GS / The Goldman Sachs Group, Inc.
ES / Eversource Energy
C / Citigroup Inc. - Corporate Bond/Note
FICO / Fair Isaac Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
SRE / Sempra
BALL / Ball Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
OMC / Omnicom Group Inc.
LANC / Lancaster Colony Corporation
PH / Parker-Hannifin Corporation
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
NTRS / Northern Trust Corporation
BNS / The Bank of Nova Scotia
IAU / iShares Gold Trust
IDA / IDACORP, Inc.
GLW / Corning Incorporated
VFC / V.F. Corporation
LCID / Lucid Group, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
F / Ford Motor Company
COP / ConocoPhillips
XEL / Xcel Energy Inc.
ZION / Zions Bancorporation, National Association
MUB / iShares Trust - iShares National Muni Bond ETF
HSY / The Hershey Company
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
WM / Waste Management, Inc.
ISRG / Intuitive Surgical, Inc.
KO / The Coca-Cola Company
HTH / Hilltop Holdings Inc.
PSX / Phillips 66
ONB / Old National Bancorp
IYH / iShares Trust - iShares U.S. Healthcare ETF
PSR / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Active U.S. Real Estate ETF
VZ / Verizon Communications Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
MMM / 3M Company
SU / Suncor Energy Inc.
COKE / Coca-Cola Consolidated, Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
O / Realty Income Corporation
ADSK / Autodesk, Inc.
RF / Regions Financial Corporation
IWV / iShares Trust - iShares Russell 3000 ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
CTVA / Corteva, Inc.
ATO / Atmos Energy Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
WMT / Walmart Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
IVE / iShares Trust - iShares S&P 500 Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
WMB / The Williams Companies, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
SYK / Stryker Corporation
KLAC / KLA Corporation
GD / General Dynamics Corporation
CVS / CVS Health Corporation
PANW / Palo Alto Networks, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CME / CME Group Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
LMT / Lockheed Martin Corporation
XOM / Exxon Mobil Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
HLN / Haleon plc - Depositary Receipt (Common Stock)
SNOW / Snowflake Inc.
FLUT / Flutter Entertainment plc
EXPE / Expedia Group, Inc.
CMI / Cummins Inc.
ABBV / AbbVie Inc.
CTAS / Cintas Corporation
KCE / SPDR Series Trust - SPDR S&P Capital Markets ETF
REGN / Regeneron Pharmaceuticals, Inc.
AR / Antero Resources Corporation
ASH / Ashland Inc.
SLVM / Sylvamo Corporation
ELF / e.l.f. Beauty, Inc.
PLTR / Palantir Technologies Inc.
KR / The Kroger Co.
ZBH / Zimmer Biomet Holdings, Inc.