Market Value2,074,185,496
Total Holdings669
File Date2023-05-12
Original Filing (Click here)

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

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

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
COIN / Coinbase Global, Inc.
PNR / Pentair plc
CHPT / ChargePoint Holdings, Inc.
ETSY / Etsy, Inc.
W / Wayfair Inc.
GOOGL / Alphabet Inc.
CFG / Citizens Financial Group, Inc.
RIDE / Lordstown Motors Corp. - Class A
WFC / Wells Fargo & Company
SOFI / SoFi Technologies, Inc.
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
TSLA / Tesla, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
DAL / Delta Air Lines, Inc.
XEL / Xcel Energy Inc.
PFE / Pfizer Inc.
MAR / Marriott International, Inc.
AMD / Advanced Micro Devices, Inc.
CPRT / Copart, Inc.
APPS / Digital Turbine, Inc.
MAA / Mid-America Apartment Communities, Inc.
WBD / Warner Bros. Discovery, Inc.
DDOG / Datadog, Inc.
BRK.A / Berkshire Hathaway Inc.
F / Ford Motor Company
PLUG / Plug Power Inc.
ETN / Eaton Corporation plc
NFLX / Netflix, Inc.
CRM / Salesforce, Inc.
KR / The Kroger Co.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
AOS / A. O. Smith Corporation
MU / Micron Technology, Inc.
CTLT / Catalent, Inc.
TPR / Tapestry, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
MO / Altria Group, Inc.
AXON / Axon Enterprise, Inc.
IBM / International Business Machines Corporation
XPO / XPO, Inc.
AWK / American Water Works Company, Inc.
EL / The Estée Lauder Companies Inc.
SBUX / Starbucks Corporation
CVX / Chevron Corporation
PARA / Paramount Global
ZBH / Zimmer Biomet Holdings, Inc.
ELV / Elevance Health, Inc.
DE / Deere & Company
BFB / Brown-Forman Corp. - Class B
CLX / The Clorox Company
PLD / Prologis, Inc.
LLY / Eli Lilly and Company
VRTX / Vertex Pharmaceuticals Incorporated
IT / Gartner, Inc.
AMZN / Amazon.com, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
SNOW / Snowflake Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PPG / PPG Industries, Inc.
INTC / Intel Corporation
OKE / ONEOK, Inc.
PFG / Principal Financial Group, Inc.
MELI / MercadoLibre, Inc.
KHC / The Kraft Heinz Company
CAT / Caterpillar Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
HOMB / Home Bancshares, Inc. (Conway, AR)
SIRI / Sirius XM Holdings Inc.
AEVA / Aeva Technologies, Inc.
/ INNOVATOR S&P 500 POWER-A
DVY / iShares Trust - iShares Select Dividend ETF
KSS / Kohl's Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
CVS / CVS Health Corporation
TFC / Truist Financial Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SHOP / Shopify Inc.
ORCL / Oracle Corporation
BAC / Bank of America Corporation
HUM / Humana Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
OMC / Omnicom Group Inc.
LHX / L3Harris Technologies, Inc.
UBER / Uber Technologies, Inc.
ORLY / O'Reilly Automotive, Inc.
NOC / Northrop Grumman Corporation
KO / The Coca-Cola Company
HUBS / HubSpot, Inc.
BEN / Franklin Resources, Inc.
MGM / MGM Resorts International
ABNB / Airbnb, Inc.
CME / CME Group Inc.
WMT / Walmart Inc.
LNT / Alliant Energy Corporation
ENPH / Enphase Energy, Inc.
FBIN / Fortune Brands Innovations, Inc.
BMY / Bristol-Myers Squibb Company
IAU / iShares Gold Trust
QCOM / QUALCOMM Incorporated
CI / The Cigna Group
TILE / Interface, Inc.
AIG / American International Group, Inc.
QQQ / Invesco QQQ Trust, Series 1
CF / CF Industries Holdings, Inc.
ABT / Abbott Laboratories
BKNG / Booking Holdings Inc.
AON / Aon plc
STX / Seagate Technology Holdings plc
NKE / NIKE, Inc.
INUV / Inuvo, Inc.
ARCO / Arcos Dorados Holdings Inc.
NEE / NextEra Energy, Inc.
DKNG / DraftKings Inc.
CMCSA / Comcast Corporation
PINS / Pinterest, Inc.
CHD / Church & Dwight Co., Inc.
PWR / Quanta Services, Inc.
GE / General Electric Company
UNP / Union Pacific Corporation
SPPI / Spectrum Pharmaceuticals, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
DSGX / The Descartes Systems Group Inc.
DLR / Digital Realty Trust, Inc.
DG / Dollar General Corporation
CL / Colgate-Palmolive Company
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
TT / Trane Technologies plc
GXO / GXO Logistics, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PPL / PPL Corporation
LIN / Linde plc
CEG / Constellation Energy Corporation
GRBK / Green Brick Partners, Inc.
SLGN / Silgan Holdings Inc.
AAPL / Apple Inc.
NEM / Newmont Corporation
NVDA / NVIDIA Corporation
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
LUV / Southwest Airlines Co.
BROS / Dutch Bros Inc.
JPM / JPMorgan Chase & Co.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
GOLD / Barrick Mining Corporation
MRVL / Marvell Technology, Inc.
KNSL / Kinsale Capital Group, Inc.
SKX / Skechers U.S.A., Inc.
TRV / The Travelers Companies, Inc.
DOCU / DocuSign, Inc.
DD / DuPont de Nemours, Inc.
V / Visa Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
BX / Blackstone Inc.
POWW / Outdoor Holding Company
CSCO / Cisco Systems, Inc.
CCI / Crown Castle Inc.
ED / Consolidated Edison, Inc.
NDAQ / Nasdaq, Inc.
AA / Alcoa Corporation
ALB / Albemarle Corporation
ADI / Analog Devices, Inc.
CBRE / CBRE Group, Inc.
IRM / Iron Mountain Incorporated
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
FE / FirstEnergy Corp.
HAIN / The Hain Celestial Group, Inc.
PNC / The PNC Financial Services Group, Inc.
ISRG / Intuitive Surgical, Inc.
CRWD / CrowdStrike Holdings, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
LEG / Leggett & Platt, Incorporated
CXT / Crane NXT, Co.
TXRH / Texas Roadhouse, Inc.
RXO / RXO, Inc.
APPN / Appian Corporation
CGNX / Cognex Corporation
LH / Labcorp Holdings Inc.
FI / Fiserv, Inc.
APD / Air Products and Chemicals, Inc.
BOC / Boston Omaha Corporation
TSN / Tyson Foods, Inc.
FSIG / First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
ROKU / Roku, Inc.
MA / Mastercard Incorporated
KEY / KeyCorp
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BWA / BorgWarner Inc.
WRB / W. R. Berkley Corporation
TPL / Texas Pacific Land Corporation
MTD / Mettler-Toledo International Inc.
CB / Chubb Limited
DVN / Devon Energy Corporation
PM / Philip Morris International Inc.
FIS / Fidelity National Information Services, Inc.
XOM / Exxon Mobil Corporation
AMAT / Applied Materials, Inc.
IR / Ingersoll Rand Inc.
FNV / Franco-Nevada Corporation
ES / Eversource Energy
QUAD / Quad/Graphics, Inc.
SLV / iShares Silver Trust
USB / U.S. Bancorp
CSGP / CoStar Group, Inc.
CINF / Cincinnati Financial Corporation
COST / Costco Wholesale Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
VEEV / Veeva Systems Inc.
OMF / OneMain Holdings, Inc.
GILD / Gilead Sciences, Inc.
XYL / Xylem Inc.
BA / The Boeing Company
ESPR / Esperion Therapeutics, Inc.
ODFL / Old Dominion Freight Line, Inc.
LMT / Lockheed Martin Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ZTS / Zoetis Inc.
BIOR / Biora Therapeutics, Inc.
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
MSTR / Strategy Inc
MPC / Marathon Petroleum Corporation
MTN / Vail Resorts, Inc.
LOW / Lowe's Companies, Inc.
DRI / Darden Restaurants, Inc.
KNX / Knight-Swift Transportation Holdings Inc.
COP / ConocoPhillips
BP / BP p.l.c. - Depositary Receipt (Common Stock)
CCK / Crown Holdings, Inc.
AY / Atlantica Sustainable Infrastructure plc
EA / Electronic Arts Inc.
CDNS / Cadence Design Systems, Inc.
AFL / Aflac Incorporated
NUE / Nucor Corporation
SJM / The J. M. Smucker Company
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ALL / The Allstate Corporation
EFX / Equifax Inc.
EXC / Exelon Corporation
VLO / Valero Energy Corporation
UTWO / The RBB Fund, Inc. - F/m US Treasury 2 Year Note ETF
FMC / FMC Corporation
TROW / T. Rowe Price Group, Inc.
DBRG / DigitalBridge Group, Inc.
COF / Capital One Financial Corporation
PCAR / PACCAR Inc
FSCO / FS Credit Opportunities Corp.
HROW / Harrow, Inc.
JCI / Johnson Controls International plc
SWN / Southwestern Energy Company
WHR / Whirlpool Corporation
ABCB / Ameris Bancorp
WFC.PRL / Wells Fargo & Company - Preferred Stock
TELL / Tellurian Inc.
FCEL / FuelCell Energy, Inc.
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
VALE / Vale S.A. - Depositary Receipt (Common Stock)
FCX / Freeport-McMoRan Inc.
SENS / Senseonics Holdings, Inc.
GD / General Dynamics Corporation
CBSH / Commerce Bancshares, Inc.
GPC / Genuine Parts Company
CAH / Cardinal Health, Inc.
AMGN / Amgen Inc.
ESS / Essex Property Trust, Inc.
JNJ / Johnson & Johnson
AMT / American Tower Corporation
OXY / Occidental Petroleum Corporation
T / AT&T Inc.
WMB / The Williams Companies, Inc.
FAST / Fastenal Company
GLW / Corning Incorporated
HBAN / Huntington Bancshares Incorporated
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
RITM / Rithm Capital Corp.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
MKC / McCormick & Company, Incorporated
AXP / American Express Company
GSK / GSK plc - Depositary Receipt (Common Stock)
DOW / Dow Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
GWW / W.W. Grainger, Inc.
CTRA / Coterra Energy Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
OCSL / Oaktree Specialty Lending Corporation
TSCO / Tractor Supply Company
TD / The Toronto-Dominion Bank
ET / Energy Transfer LP - Limited Partnership
OPEN / Opendoor Technologies Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
MITK / Mitek Systems, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
FCCO / First Community Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
FRT / Federal Realty Investment Trust
MSFT / Microsoft Corporation
LXP / LXP Industrial Trust
RY / Royal Bank of Canada
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
EXPD / Expeditors International of Washington, Inc.
CCBG / Capital City Bank Group, Inc.
RLI / RLI Corp.
MS / Morgan Stanley
UPS / United Parcel Service, Inc.
HCA / HCA Healthcare, Inc.
TMUS / T-Mobile US, Inc.
HON / Honeywell International Inc.
ENB / Enbridge Inc.
WDAY / Workday, Inc.
MGEE / MGE Energy, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
MFA / MFA Financial, Inc.
BRK.B / Berkshire Hathaway Inc.
CMI / Cummins Inc.
NXPI / NXP Semiconductors N.V.
PRU / Prudential Financial, Inc.
FSK / FS KKR Capital Corp.
HSY / The Hershey Company
JXN / Jackson Financial Inc.
AVXL / Anavex Life Sciences Corp.
DUK / Duke Energy Corporation
WM / Waste Management, Inc.
NOW / ServiceNow, Inc.
DMLP / Dorchester Minerals, L.P. - Limited Partnership
UNH / UnitedHealth Group Incorporated
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PECO / Phillips Edison & Company, Inc.
ESGR / Enstar Group Limited
NET / Cloudflare, Inc.
CENT / Central Garden & Pet Company
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SLB / Schlumberger Limited
GEHC / GE HealthCare Technologies Inc.
LPLA / LPL Financial Holdings Inc.
BRO / Brown & Brown, Inc.
HD / The Home Depot, Inc.
EOG / EOG Resources, Inc.
STZ / Constellation Brands, Inc.
TXN / Texas Instruments Incorporated
BWXT / BWX Technologies, Inc.
META / Meta Platforms, Inc.
SEVN / Seven Hills Realty Trust
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CCEP / Coca-Cola Europacific Partners PLC
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
STXS / Stereotaxis, Inc.
JOBY / Joby Aviation, Inc.
EMR / Emerson Electric Co.
ADBE / Adobe Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
IP / International Paper Company
CHRW / C.H. Robinson Worldwide, Inc.
VTR / Ventas, Inc.
PG / The Procter & Gamble Company
MSGS / Madison Square Garden Sports Corp.
WPC / W. P. Carey Inc.
MCK / McKesson Corporation
MULN / Mullen Automotive, Inc.
HBI / Hanesbrands Inc.
GM / General Motors Company
SNA / Snap-on Incorporated
NVR / NVR, Inc.
CHDN / Churchill Downs Incorporated
EVRG / Evergy, Inc.
DHR / Danaher Corporation
CTVA / Corteva, Inc.
HES / Hess Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IEX / IDEX Corporation
SNAP / Snap Inc.
KSCP / Knightscope, Inc.
D / Dominion Energy, Inc.
SO / The Southern Company
DOV / Dover Corporation
MET / MetLife, Inc.
SPG / Simon Property Group, Inc.
C.WSA / Citigroup, Inc.
SWKS / Skyworks Solutions, Inc.
JWN / Nordstrom, Inc.
SRE / Sempra
CP / Canadian Pacific Kansas City Limited
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
GIS / General Mills, Inc.
TJX / The TJX Companies, Inc.
HUT / Hut 8 Corp.
AYRO / StableX Technologies, Inc.
VRSK / Verisk Analytics, Inc.
BDX / Becton, Dickinson and Company
HUN / Huntsman Corporation
UP / Wheels Up Experience Inc.
MOH / Molina Healthcare, Inc.
PKX / POSCO Holdings Inc. - Depositary Receipt (Common Stock)
WEC / WEC Energy Group, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
WST / West Pharmaceutical Services, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
WY / Weyerhaeuser Company
RS / Reliance, Inc.
BR / Broadridge Financial Solutions, Inc.
AFG / American Financial Group, Inc.
ALE / ALLETE, Inc.
FTNT / Fortinet, Inc.
BAH / Booz Allen Hamilton Holding Corporation
SRC / Spirit Realty Capital, Inc.
ICE / Intercontinental Exchange, Inc.
AEP / American Electric Power Company, Inc.
AMCR / Amcor plc
GLRE / Greenlight Capital Re, Ltd.
TTWO / Take-Two Interactive Software, Inc.
SSB / SouthState Corporation
LYV / Live Nation Entertainment, Inc.
MDLZ / Mondelez International, Inc.
CWT / California Water Service Group
LUMN / Lumen Technologies, Inc.
BIIB / Biogen Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
TTD / The Trade Desk, Inc.
UBS / UBS Group AG
MFC / Manulife Financial Corporation
KKR / KKR & Co. Inc.
MMLP / Martin Midstream Partners L.P. - Limited Partnership
SCHW / The Charles Schwab Corporation
SE / Sea Limited - Depositary Receipt (Common Stock)
ADP / Automatic Data Processing, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
PEG / Public Service Enterprise Group Incorporated
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
LAMR / Lamar Advertising Company
NCLH / Norwegian Cruise Line Holdings Ltd.
ABBV / AbbVie Inc.
NVCR / NovoCure Limited
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
RPM / RPM International Inc.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
MDY / SPDR S&P MidCap 400 ETF Trust
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
AXS / AXIS Capital Holdings Limited
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
GAMB / Gambling.com Group Limited
SWK / Stanley Black & Decker, Inc.
INGR / Ingredion Incorporated
RDFN / Redfin Corporation
SCHWAB CHARLES FAMILY FD / AMT TAX FREE MNY (808515530)
SU / Suncor Energy Inc.
ALK / Alaska Air Group, Inc.
872307903 / TCF Financial Corporation
CDMO / Avid Bioservices, Inc.
JMIA / Jumia Technologies AG - Depositary Receipt (Common Stock)
VTV / Vanguard Index Funds - Vanguard Value ETF
FTI / TechnipFMC plc
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
TDY / Teledyne Technologies Incorporated
FL / Foot Locker, Inc.
HOLX / Hologic, Inc.
KIM / Kimco Realty Corporation
GNL / Global Net Lease, Inc.
CLF / Cleveland-Cliffs Inc.
PENN / PENN Entertainment, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
FTFT / Future FinTech Group Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
SVC / Service Properties Trust
NTR / Nutrien Ltd.
PODD / Insulet Corporation
AWR / American States Water Company
MMC / Marsh & McLennan Companies, Inc.
MCO / Moody's Corporation
BTU / Peabody Energy Corporation
SOLO / Electrameccanica Vehicles Corp.
PH / Parker-Hannifin Corporation
RSG / Republic Services, Inc.
CLMT / Calumet, Inc.
SIG / Signet Jewelers Limited
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
CTAS / Cintas Corporation
LNG / Cheniere Energy, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
OLN / Olin Corporation
MSCI / MSCI Inc.
BALL / Ball Corporation
BBWI / Bath & Body Works, Inc.
CPB / The Campbell's Company
MASI / Masimo Corporation
SCL / Stepan Company
LKQ / LKQ Corporation
LRCX / Lam Research Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
DIS / The Walt Disney Company
TLRY / Tilray Brands, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
PLTR / Palantir Technologies Inc.
BK / The Bank of New York Mellon Corporation
MCD / McDonald's Corporation
AZO / AutoZone, Inc.
TWLO / Twilio Inc.
INTU / Intuit Inc.
TMO / Thermo Fisher Scientific Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
CIVI / Civitas Resources, Inc.
AVTR / Avantor, Inc.
MPW / Medical Properties Trust, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
ENVX / Enovix Corporation
APPF / AppFolio, Inc.
UAL / United Airlines Holdings, Inc.
FLO / Flowers Foods, Inc.
GOOG / Alphabet Inc.
VMC / Vulcan Materials Company
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ROP / Roper Technologies, Inc.
MPLX / MPLX LP - Limited Partnership
XYZ / Block, Inc.
MDT / Medtronic plc
O / Realty Income Corporation
FLR / Fluor Corporation
ITW / Illinois Tool Works Inc.
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
MDB / MongoDB, Inc.
SYY / Sysco Corporation
COKE / Coca-Cola Consolidated, Inc.
PANW / Palo Alto Networks, Inc.
EIX / Edison International
EQIX / Equinix, Inc.
PEP / PepsiCo, Inc.
ECL / Ecolab Inc.
FCNCA / First Citizens BancShares, Inc.
CC / The Chemours Company
FUBO / fuboTV Inc.
SPY / SPDR S&P 500 ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
FBNC / First Bancorp
WRK / WestRock Company
FITB / Fifth Third Bancorp
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
CARR / Carrier Global Corporation
GS / The Goldman Sachs Group, Inc.
CION / CION Investment Corporation
RCL / Royal Caribbean Cruises Ltd.
STNE / StoneCo Ltd.
ACGL / Arch Capital Group Ltd.
PEN / Penumbra, Inc.
FRC / First Republic Bank
HRTG / Heritage Insurance Holdings, Inc.
UPST / Upstart Holdings, Inc.
BNL / Broadstone Net Lease, Inc.
WYNN / Wynn Resorts, Limited
TREX / Trex Company, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
TEAM / Atlassian Corporation
ZS / Zscaler, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
CZR / Caesars Entertainment, Inc.
NEP / XPLR Infrastructure, LP - Limited Partnership
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
INVH / Invitation Homes Inc.
LXU / LSB Industries, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
LFMD / LifeMD, Inc.
MRNA / Moderna, Inc.
URI / United Rentals, Inc.
USFD / US Foods Holding Corp.
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF
BSM / Black Stone Minerals, L.P. - Limited Partnership
DPZ / Domino's Pizza, Inc.
AVGO / Broadcom Inc.
PAYX / Paychex, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
BHF / Brighthouse Financial, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
CSX / CSX Corporation
LCID / Lucid Group, Inc.
SYK / Stryker Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
DGX / Quest Diagnostics Incorporated
SHW / The Sherwin-Williams Company
KMI / Kinder Morgan, Inc.
RTX / RTX Corporation
EXE / Expand Energy Corporation
STAG / STAG Industrial, Inc.
DXCM / DexCom, Inc.
GLD / SPDR Gold Trust
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
LULU / lululemon athletica inc.
PGR / The Progressive Corporation
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
STOR / Store Capital Corp
PYPL / PayPal Holdings, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
VFC / V.F. Corporation
HRL / Hormel Foods Corporation
MRK / Merck & Co., Inc.
SMBC / Southern Missouri Bancorp, Inc.
C / Citigroup Inc.
KLAC / KLA Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
CNQ / Canadian Natural Resources Limited
AAL / American Airlines Group Inc.
KMB / Kimberly-Clark Corporation
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
WELL / Welltower Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund
HAL / Halliburton Company
JBL / Jabil Inc.
VZ / Verizon Communications Inc.
OKTA / Okta, Inc.
ADSK / Autodesk, Inc.
MMP / Magellan Midstream Partners L.P.
HEXO / HEXO Corp
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
GALT / Galectin Therapeutics Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CMG / Chipotle Mexican Grill, Inc.
PII / Polaris Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
FORA / Forian Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
LTC / LTC Properties, Inc.
TEL / TE Connectivity plc
POOL / Pool Corporation
JBLU / JetBlue Airways Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ATVI / Activision Blizzard Inc
U / Unity Software Inc.
LYB / LyondellBasell Industries N.V.
GAN / GAN Limited
ADMA / ADMA Biologics, Inc.
ATO / Atmos Energy Corporation
CCL / Carnival Corporation & plc
MMM / 3M Company
LAC / Lithium Americas Corp.
CHWY / Chewy, Inc.
LNC / Lincoln National Corporation
IDXX / IDEXX Laboratories, Inc.
ZM / Zoom Communications Inc.
ACN / Accenture plc
BMO / Bank of Montreal
MDU / MDU Resources Group, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
NOVT / Novanta Inc.
RCM / R1 RCM Inc.
LGTY / Logility Supply Chain Solutions, Inc.
ADM / Archer-Daniels-Midland Company
SUN / Sunoco LP - Limited Partnership
SAVA / Cassava Sciences, Inc.
UAN / CVR Partners, LP - Limited Partnership
WBA / Walgreens Boots Alliance, Inc.
SWAV / Shockwave Medical, Inc.
BITF / Bitfarms Ltd.
DTE / DTE Energy Company
WING / Wingstop Inc.
IQV / IQVIA Holdings Inc.
NSC / Norfolk Southern Corporation
EQT / EQT Corporation
RF / Regions Financial Corporation
ULTA / Ulta Beauty, Inc.
APA / APA Corporation
DLTR / Dollar Tree, Inc.
INCY / Incyte Corporation
ILMN / Illumina, Inc.
RBLX / Roblox Corporation
SNPS / Synopsys, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BN / Brookfield Corporation
PXD / Pioneer Natural Resources Company
BXMT / Blackstone Mortgage Trust, Inc.
ANET / Arista Networks Inc
DEO / Diageo plc - Depositary Receipt (Common Stock)
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
FDX / FedEx Corporation
PAYC / Paycom Software, Inc.
CHE / Chemed Corporation
SEDG / SolarEdge Technologies, Inc.
VICI / VICI Properties Inc.
K / Kellanova
CIM / Chimera Investment Corporation
AMP / Ameriprise Financial, Inc.
MZTI / The Marzetti Company
YUM / Yum! Brands, Inc.
HIG / The Hartford Insurance Group, Inc.
NKLA / Nikola Corporation
CAG / Conagra Brands, Inc.
ETR / Entergy Corporation
TGT / Target Corporation
GPN / Global Payments Inc.
PSX / Phillips 66