Market Value293,765,582
Total Holdings483
File Date2025-01-29
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)
ADBE / Adobe Inc.
GE / General Electric Company
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
TT / Trane Technologies plc
MDLZ / Mondelez International, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
LLY / Eli Lilly and Company
0R33 / Emerson Electric Co.
CARR / Carrier Global Corporation
BIP.UN / Brookfield Infrastructure Partners L.P. - Limited Partnership
MSI / Motorola Solutions, Inc.
STZ / Constellation Brands, Inc.
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
WM / Waste Management, Inc.
TFC / Truist Financial Corporation
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
AMT / American Tower Corporation
BIIB / Biogen Inc.
ADM / Archer-Daniels-Midland Company
CI / The Cigna Group
AEP / American Electric Power Company, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
LRCX / Lam Research Corporation
MAS / Masco Corporation
FTNT / Fortinet, Inc.
COP / ConocoPhillips
BHF / Brighthouse Financial, Inc.
TMO / Thermo Fisher Scientific Inc.
KSS / Kohl's Corporation
BEN / Franklin Resources, Inc.
BMY / Bristol-Myers Squibb Company
NUE / Nucor Corporation
GIS / General Mills, Inc.
PYPL / PayPal Holdings, Inc.
BRK.A / Berkshire Hathaway Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
JNJ / Johnson & Johnson
CVX / Chevron Corporation
DAR / Darling Ingredients Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SCHW / The Charles Schwab Corporation
COKE / Coca-Cola Consolidated, Inc.
UPS / United Parcel Service, Inc.
HPQ / HP Inc.
PFE / Pfizer Inc.
APD / Air Products and Chemicals, Inc.
WEN / The Wendy's Company
ONB / Old National Bancorp
NEE / NextEra Energy, Inc.
CVS / CVS Health Corporation
GEV / GE Vernova Inc.
ACN / Accenture plc
CSX / CSX Corporation
BLK / BlackRock, Inc.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
PRU / Prudential Financial, Inc.
PCAR / PACCAR Inc
MA / Mastercard Incorporated
CSCO / Cisco Systems, Inc.
OXY / Occidental Petroleum Corporation
BAC / Bank of America Corporation
MET / MetLife, Inc.
TROW / T. Rowe Price Group, Inc.
GWW / W.W. Grainger, Inc.
AMGN / Amgen Inc.
CEG / Constellation Energy Corporation
USB / U.S. Bancorp
HAL / Halliburton Company
O / Realty Income Corporation
MS / Morgan Stanley
C / Citigroup Inc. - Corporate Bond/Note
NKE / NIKE, Inc.
PANW / Palo Alto Networks, Inc.
NOW / ServiceNow, Inc.
PNC / The PNC Financial Services Group, Inc.
VTRS / Viatris Inc.
MO / Altria Group, Inc.
OTIS / Otis Worldwide Corporation
DG / Dollar General Corporation
MCHP / Microchip Technology Incorporated
PWR / Quanta Services, Inc.
SLB / Schlumberger Limited
MMC / Marsh & McLennan Companies, Inc.
SO / The Southern Company
CL / Colgate-Palmolive Company
BDX / Becton, Dickinson and Company
DOV / Dover Corporation
YUM / Yum! Brands, Inc.
SAM / The Boston Beer Company, Inc.
LII / Lennox International Inc.
LH / Labcorp Holdings Inc.
PSTG / Pure Storage, Inc.
GEHC / GE HealthCare Technologies Inc.
CAH / Cardinal Health, Inc.
FNF / Fidelity National Financial, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
CLX / The Clorox Company
QSR / Restaurant Brands International Inc.
TRV / The Travelers Companies, Inc.
IYG / iShares Trust - iShares U.S. Financial Services ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
ADI / Analog Devices, Inc.
RGR / Sturm, Ruger & Company, Inc.
GNK / Genco Shipping & Trading Limited
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
RJF / Raymond James Financial, Inc.
PEG / Public Service Enterprise Group Incorporated
DBRG / DigitalBridge Group, Inc.
DKNG / DraftKings Inc.
WY / Weyerhaeuser Company
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CDNS / Cadence Design Systems, Inc.
CAG / Conagra Brands, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
EL / The Estée Lauder Companies Inc.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
CB / Chubb Limited
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
EOG / EOG Resources, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
RCI / Rogers Communications Inc.
SPY / SPDR S&P 500 ETF
CGGR / Capital Group Growth ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
RTX / RTX Corporation
MTZ / MasTec, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
GOOGL / Alphabet Inc.
NVG / Nuveen AMT-Free Municipal Credit Income Fund
HES / Hess Corporation
MRO / Marathon Oil Corporation
BIPC / Brookfield Infrastructure Corporation
LTRN / Lantern Pharma Inc.
ANDE / The Andersons, Inc.
BEPC / Brookfield Renewable Corporation
STXE / EA Series Trust - Strive Emerging Markets Ex-China ETF
INGR / Ingredion Incorporated
MSVX / ETF Series Solutions - LHA Market State Alpha Seeker ETF
DGX / Quest Diagnostics Incorporated
C.WSA / Citigroup, Inc.
KHC / The Kraft Heinz Company
SMCI / Super Micro Computer, Inc.
TTWO / Take-Two Interactive Software, Inc.
MBOT / Microbot Medical Inc.
TGT / Target Corporation
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
ROST / Ross Stores, Inc.
NDAQ / Nasdaq, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
VIRX / Viracta Therapeutics, Inc.
ALL / The Allstate Corporation
NAD / Nuveen Quality Municipal Income Fund
WKHS / Workhorse Group Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
BALL / Ball Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PESI / Perma-Fix Environmental Services, Inc.
ISRG / Intuitive Surgical, Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
UBER / Uber Technologies, Inc.
STXG / EA Series Trust - Strive 1000 Growth ETF
ROK / Rockwell Automation, Inc.
STXK / EA Series Trust - Strive Small-Cap ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
HOLX / Hologic, Inc.
IAU / iShares Gold Trust
LOW / Lowe's Companies, Inc.
EW / Edwards Lifesciences Corporation
STXV / EA Series Trust - Strive 1000 Value ETF
MUB / iShares Trust - iShares National Muni Bond ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
ET / Energy Transfer LP - Limited Partnership
UPST / Upstart Holdings, Inc.
DRI / Darden Restaurants, Inc.
ACGL / Arch Capital Group Ltd.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ABBV / AbbVie Inc.
DRLL / EA Series Trust - Strive U.S. Energy ETF
WSM / Williams-Sonoma, Inc.
MKTX / MarketAxess Holdings Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
BC / Brunswick Corporation
IP / International Paper Company
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
WBA / Walgreens Boots Alliance, Inc.
BX / Blackstone Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
LUV / Southwest Airlines Co.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
JCI / Johnson Controls International plc
FLOT / iShares Trust - iShares Floating Rate Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
AVY / Avery Dennison Corporation
ITW / Illinois Tool Works Inc.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
TELL / Tellurian Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
OKE / ONEOK, Inc.
JPM / JPMorgan Chase & Co.
KMB / Kimberly-Clark Corporation
BAX / Baxter International Inc.
FITB / Fifth Third Bancorp
AHR / American Healthcare REIT, Inc.
NVDA / NVIDIA Corporation
ZBH / Zimmer Biomet Holdings, Inc.
EXR / Extra Space Storage Inc.
TSLA / Tesla, Inc.
MU / Micron Technology, Inc.
IXC / iShares Trust - iShares Global Energy ETF
WAT / Waters Corporation
QCOM / QUALCOMM Incorporated
LIN / Linde plc
GOOG / Alphabet Inc.
PMO / Putnam Municipal Opportunities Trust
ORCL / Oracle Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
AVGO / Broadcom Inc.
PLTR / Palantir Technologies Inc.
CRM / Salesforce, Inc.
DHI / D.R. Horton, Inc.
BYND / Beyond Meat, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
GLD / SPDR Gold Trust
AMZN / Amazon.com, Inc.
DE / Deere & Company
MCD / McDonald's Corporation
NFLX / Netflix, Inc.
F / Ford Motor Company
AXP / American Express Company
CNC / Centene Corporation
QBTS / D-Wave Quantum Inc.
SYY / Sysco Corporation
V / Visa Inc.
MDT / Medtronic plc
SOLV / Solventum Corporation
CRDO / Credo Technology Group Holding Ltd
MMM / 3M Company
WTTR / Select Water Solutions, Inc.
FCX / Freeport-McMoRan Inc.
MRVL / Marvell Technology, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VRTX / Vertex Pharmaceuticals Incorporated
HCA / HCA Healthcare, Inc.
COIN / Coinbase Global, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
PAYX / Paychex, Inc.
CME / CME Group Inc.
OEF / iShares Trust - iShares S&P 100 ETF
IBIT / iShares Bitcoin Trust ETF
CMG / Chipotle Mexican Grill, Inc.
VZ / Verizon Communications Inc.
NWL / Newell Brands Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AMAT / Applied Materials, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MSFT / Microsoft Corporation
MPC / Marathon Petroleum Corporation
ORLY / O'Reilly Automotive, Inc.
HUBB / Hubbell Incorporated
PSX / Phillips 66
EXAS / Exact Sciences Corporation
IPG / The Interpublic Group of Companies, Inc.
WMT / Walmart Inc.
META / Meta Platforms, Inc.
ABT / Abbott Laboratories
IVE / iShares Trust - iShares S&P 500 Value ETF
SKX / Skechers U.S.A., Inc.
XIFR / XPLR Infrastructure, LP - Limited Partnership
NKLA / Nikola Corporation
WTW / Willis Towers Watson Public Limited Company
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
SOUN / SoundHound AI, Inc.
AAPL / Apple Inc.
AMP / Ameriprise Financial, Inc.
BA / The Boeing Company
ONL / Orion Properties Inc.
INTC / Intel Corporation
AWK / American Water Works Company, Inc.
PH / Parker-Hannifin Corporation
UNP / Union Pacific Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DLR / Digital Realty Trust, Inc.
GNRC / Generac Holdings Inc.
DLTR / Dollar Tree, Inc.
BIPC / Brookfield Infrastructure Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
STRV / EA Series Trust - Strive 500 ETF
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
SLVM / Sylvamo Corporation
COR / Cencora, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
RELX / RELX PLC - Depositary Receipt (Common Stock)
PM / Philip Morris International Inc.
IDXX / IDEXX Laboratories, Inc.
MMU / Western Asset Managed Municipals Fund Inc.
QS / QuantumScape Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
QQQ / Invesco QQQ Trust, Series 1
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
CNI / Canadian National Railway Company
HPE / Hewlett Packard Enterprise Company
MFC / Manulife Financial Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
VKI / Invesco Advantage Municipal Income Trust II
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CLH / Clean Harbors, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
DD / DuPont de Nemours, Inc.
CMCSA / Comcast Corporation
THO / THOR Industries, Inc.
TDG / TransDigm Group Incorporated
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
GEL / Genesis Energy, L.P. - Limited Partnership
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
UNH / UnitedHealth Group Incorporated
MCHI / iShares Trust - iShares MSCI China ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
HSY / The Hershey Company
COST / Costco Wholesale Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
CHD / Church & Dwight Co., Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
WMB / The Williams Companies, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IBM / International Business Machines Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IEP / Icahn Enterprises L.P.
LHX / L3Harris Technologies, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
EMN / Eastman Chemical Company
EXC / Exelon Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
DOW / Dow Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
MNKD / MannKind Corporation
ELV / Elevance Health, Inc.
NSC / Norfolk Southern Corporation
AFB / AllianceBernstein National Municipal Income Fund, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CGDV / Capital Group Dividend Value ETF
DVY / iShares Trust - iShares Select Dividend ETF
TU / TELUS Corporation
ENB / Enbridge Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ECL / Ecolab Inc.
SRCE / 1st Source Corporation
SLDP / Solid Power, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MRK / Merck & Co., Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
PCRX / Pacira BioSciences, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
BEPC / Brookfield Renewable Corporation
SCI / Service Corporation International
CGGO / Capital Group Global Growth Equity ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
EWZSCL / iShares Trust - iShares MSCI Brazil Small-Cap ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
BTCW / WisdomTree Bitcoin Fund
DUK / Duke Energy Corporation
FELE / Franklin Electric Co., Inc.
PEP / PepsiCo, Inc.
VGM / Invesco Trust for Investment Grade Municipals
TXN / Texas Instruments Incorporated
NI / NiSource Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
T / AT&T Inc.
BYM / BlackRock Municipal Income Quality Trust
GERN / Geron Corporation
ETN / Eaton Corporation plc
CTSH / Cognizant Technology Solutions Corporation
KMI / Kinder Morgan, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
MVF / BlackRock MuniVest Fund, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
MSTB / ETF Series Solutions - LHA Market State Tactical Beta ETF
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
CREX / Creative Realities, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
MDY / SPDR S&P MidCap 400 ETF Trust
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
SLV / iShares Silver Trust
ALC / Alcon Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
DAC / Danaos Corporation
RIVN / Rivian Automotive, Inc.
LKFN / Lakeland Financial Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
KEY / KeyCorp
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
ICE / Intercontinental Exchange, Inc.
SPGI / S&P Global Inc.
CCJ / Cameco Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
FDX / FedEx Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
JSTC / Tidal Trust I - Adasina Social Justice All Cap Global ETF
GD / General Dynamics Corporation
CAT / Caterpillar Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
NGG / National Grid plc - Depositary Receipt (Common Stock)
INTU / Intuit Inc.
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
VLTO / Veralto Corporation
PG / The Procter & Gamble Company
ARKB / ARK 21Shares Bitcoin ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
XOM / Exxon Mobil Corporation
ADP / Automatic Data Processing, Inc.
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
RMD / ResMed Inc.
FI / Fiserv, Inc.
WLKP / Westlake Chemical Partners LP - Limited Partnership
SBUX / Starbucks Corporation
KIDS / OrthoPediatrics Corp.
AFL / Aflac Incorporated
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
RSG / Republic Services, Inc.
BRK.B / Berkshire Hathaway Inc.
KTF / DWS Municipal Income Trust
HON / Honeywell International Inc.
MQY / BlackRock MuniYield Quality Fund, Inc.
SYK / Stryker Corporation
KD / Kyndryl Holdings, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IWC / iShares Trust - iShares Micro-Cap ETF
DHR / Danaher Corporation
EIM / Eaton Vance Municipal Bond Fund
GS / The Goldman Sachs Group, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
MSTR / Strategy Inc
HD / The Home Depot, Inc.
SPG / Simon Property Group, Inc.
HBNC / Horizon Bancorp, Inc.
SNA / Snap-on Incorporated
KO / The Coca-Cola Company
LMT / Lockheed Martin Corporation
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
IWV / iShares Trust - iShares Russell 3000 ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
EXE / Expand Energy Corporation
ILF / iShares Trust - iShares Latin America 40 ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MCK / McKesson Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
TJX / The TJX Companies, Inc.
FTV / Fortive Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BKSY / BlackSky Technology Inc.
FRME / First Merchants Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
DIS / The Walt Disney Company
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
AMD / Advanced Micro Devices, Inc.
BTBT / Bit Digital, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
GILD / Gilead Sciences, Inc.
WFC / Wells Fargo & Company
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
GXC / SPDR Index Shares Funds - SPDR S&P China ETF
VLO / Valero Energy Corporation
EQR / Equity Residential
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
HDV / iShares Trust - iShares Core High Dividend ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF