Market Value1,377,697,260
Total Holdings403
File Date2025-04-24
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)
LEG / Leggett & Platt, Incorporated
CLX / The Clorox Company
V / Visa Inc.
IQV / IQVIA Holdings Inc.
ISRG / Intuitive Surgical, Inc.
XOM / Exxon Mobil Corporation
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
TIP / iShares Trust - iShares TIPS Bond ETF
AGZ / iShares Trust - iShares Agency Bond ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
TMO / Thermo Fisher Scientific Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
PTON / Peloton Interactive, Inc.
LNC / Lincoln National Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January
CEF / Sprott Physical Gold and Silver Trust
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
KMI / Kinder Morgan, Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
GS / The Goldman Sachs Group, Inc.
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
PYPL / PayPal Holdings, Inc.
QQQ / Invesco QQQ Trust, Series 1
IXN / iShares Trust - iShares Global Tech ETF
DVY / iShares Trust - iShares Select Dividend ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
HAS / Hasbro, Inc.
BX / Blackstone Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
CAVA / CAVA Group, Inc.
ET / Energy Transfer LP - Limited Partnership
UTES / ETFis Series Trust I - Virtus Reaves Utilities ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
LOW / Lowe's Companies, Inc.
SAMM / The Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
BMY / Bristol-Myers Squibb Company
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
TSLA / Tesla, Inc.
ZTS / Zoetis Inc.
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
BLK / BlackRock, Inc.
DE / Deere & Company
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
KMB / Kimberly-Clark Corporation
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
BAR / GraniteShares Gold Trust
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
BUFT / First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Defensive ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
INTU / Intuit Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
CMG / Chipotle Mexican Grill, Inc.
DJD / Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF
NUE / Nucor Corporation
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
MHK / Mohawk Industries, Inc.
JBL / Jabil Inc.
UPS / United Parcel Service, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
D / Dominion Energy, Inc.
POWA / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Bloomberg Pricing Power ETF
SAMT / The Advisors' Inner Circle Fund III - Strategas Macro Thematic Opportunities ETF
BKNG / Booking Holdings Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
XDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
SHOP / Shopify Inc.
KLAC / KLA Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MLPA / Global X Funds - Global X MLP ETF
CSX / CSX Corporation
SUN / Sunoco LP - Limited Partnership
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
TFC / Truist Financial Corporation
IYF / iShares Trust - iShares U.S. Financials ETF
USA / Liberty All-Star Equity Fund
PRU / Prudential Financial, Inc.
SPG / Simon Property Group, Inc.
GNRC / Generac Holdings Inc.
TJX / The TJX Companies, Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
PG / The Procter & Gamble Company
VICI / VICI Properties Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IWV / iShares Trust - iShares Russell 3000 ETF
PBUS / Invesco Exchange-Traded Fund Trust II - Invesco MSCI USA ETF
IAU / iShares Gold Trust
SPUS / Tidal Trust I - SP Funds S&P 500 Sharia Industry Exclusions ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
WMT / Walmart Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
IWB / iShares Trust - iShares Russell 1000 ETF
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
COP / ConocoPhillips
CRM / Salesforce, Inc.
PH / Parker-Hannifin Corporation
NEE / NextEra Energy, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PNC / The PNC Financial Services Group, Inc.
WM / Waste Management, Inc.
NEXT / NextDecade Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
T / AT&T Inc.
CVX / Chevron Corporation
CINF / Cincinnati Financial Corporation
SBUX / Starbucks Corporation
PEGA / Pegasystems Inc.
MISL / First Trust Exchange-Traded Fund - First Trust Indxx Aerospace & Defense ETF
CPAI / Northern Lights Fund Trust III - Counterpoint Quantitative Equity ETF
SNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - November
USB / U.S. Bancorp
ADM / Archer-Daniels-Midland Company
STZ / Constellation Brands, Inc.
HON / Honeywell International Inc.
HEDGED EQUITY ETF / ETF (53656F649)
CLOUGH SELECT EQUITY ETF / ETF (53656F631)
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
BUFG / First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Growth ETF
MBB / iShares Trust - iShares MBS ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
JNJ / Johnson & Johnson
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
RVT / Royce Small-Cap Trust, Inc.
US74348TAT97 / Prospect Capital Corporation Bond
DT / Dynatrace, Inc.
NOW / ServiceNow, Inc.
AVK / Advent Convertible and Income Fund
RXRX / Recursion Pharmaceuticals, Inc.
CIEN / Ciena Corporation
MSI / Motorola Solutions, Inc.
BOAT / Tidal Trust I - SonicShares Global Shipping ETF
CRNC / Cerence Inc.
FRSH / Freshworks Inc.
DAL / Delta Air Lines, Inc.
WPC / W. P. Carey Inc.
PDI / PIMCO Dynamic Income Fund
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
FDD / First Trust Exchange-Traded Fund II - First Trust STOXX European Select Dividend Index Fund
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
TXN / Texas Instruments Incorporated
DSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - September
AMLP / ALPS ETF Trust - Alerian MLP ETF
BXMT / Blackstone Mortgage Trust, Inc.
DUK / Duke Energy Corporation
ADP / Automatic Data Processing, Inc.
OUNZ / VanEck Merk Gold ETF
UNP / Union Pacific Corporation
DIS / The Walt Disney Company
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
SLV / iShares Silver Trust
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
AEP / American Electric Power Company, Inc.
BROS / Dutch Bros Inc.
WES / Western Midstream Partners, LP - Limited Partnership
MA / Mastercard Incorporated
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SMLV / SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF
KYG3041W1078 / Endurance Acquisition Corp.
PAXS / PIMCO Access Income Fund
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
FCX / Freeport-McMoRan Inc.
KO / The Coca-Cola Company
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
AVGO / Broadcom Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BTO / John Hancock Financial Opportunities Fund
ELV / Elevance Health, Inc.
RKLB / Rocket Lab Corporation
DVN / Devon Energy Corporation
CG / The Carlyle Group Inc.
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
APA / APA Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
INDA / iShares Trust - iShares MSCI India ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
JCI / Johnson Controls International plc
FI / Fiserv, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
COST / Costco Wholesale Corporation
MDLZ / Mondelez International, Inc.
ADBE / Adobe Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
EIPX / First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF
AXON / Axon Enterprise, Inc.
SO / The Southern Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
ACDC / ProFrac Holding Corp.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
YUM / Yum! Brands, Inc.
MO / Altria Group, Inc.
DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
IBM / International Business Machines Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
PFE / Pfizer Inc.
VZ / Verizon Communications Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
EMR / Emerson Electric Co.
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
ECOR / electroCore, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
SYF / Synchrony Financial
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
GLD / SPDR Gold Trust
AI / C3.ai, Inc.
SPY / SPDR S&P 500 ETF
META / Meta Platforms, Inc.
HD / The Home Depot, Inc.
IRM / Iron Mountain Incorporated
DG / Dollar General Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
JPM / JPMorgan Chase & Co.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
PEP / PepsiCo, Inc.
LDOS / Leidos Holdings, Inc.
URI / United Rentals, Inc.
VLY / Valley National Bancorp
THC / Tenet Healthcare Corporation
SOFI / SoFi Technologies, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
PLTR / Palantir Technologies Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
CME / CME Group Inc.
BTO / B2Gold Corp.
AXP / American Express Company
APO / Apollo Global Management, Inc.
CSCO / Cisco Systems, Inc.
UNH / UnitedHealth Group Incorporated
PM / Philip Morris International Inc.
KR / The Kroger Co.
XT / iShares Trust - iShares Exponential Technologies ETF
AYTU / Aytu BioPharma, Inc.
DHDG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
CEG / Constellation Energy Corporation
XIFR / XPLR Infrastructure, LP - Limited Partnership
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
CNP / CenterPoint Energy, Inc.
WFC / Wells Fargo & Company
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
CDNS / Cadence Design Systems, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
PLD / Prologis, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
AFL / Aflac Incorporated
NVDA / NVIDIA Corporation
GOOG / Alphabet Inc.
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
WSC / WillScot Holdings Corporation
BAX / Baxter International Inc.
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
IBTO / iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
IRDM / Iridium Communications Inc.
SAGP / The Advisors' Inner Circle Fund III - Strategas Global Policy Opportunities ETF
ETHE / Grayscale Ethereum Trust
BRK.B / Berkshire Hathaway Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
LLY / Eli Lilly and Company
MCD / McDonald's Corporation
UBER / Uber Technologies, Inc.
MSFT / Microsoft Corporation
KTOS / Kratos Defense & Security Solutions, Inc.
ORCL / Oracle Corporation
AAPL / Apple Inc.
AMZN / Amazon.com, Inc.
BAC / Bank of America Corporation
ITW / Illinois Tool Works Inc.
CYBR / CyberArk Software Ltd.
SOUN / SoundHound AI, Inc.
ITCI / Intra-Cellular Therapies, Inc.
MRK / Merck & Co., Inc.
PATH / UiPath Inc.
WCC / WESCO International, Inc.
LIN / Linde plc
ABBV / AbbVie Inc.
ETN / Eaton Corporation plc
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
CRSP / CRISPR Therapeutics AG
O / Realty Income Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
FAST / Fastenal Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PANW / Palo Alto Networks, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
SYK / Stryker Corporation
TOL / Toll Brothers, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
QDVO / Amplify ETF Trust - Amplify CWP Growth & Income ETF
PAYX / Paychex, Inc.
FTNT / Fortinet, Inc.
NOC / Northrop Grumman Corporation
FLOT / iShares Trust - iShares Floating Rate Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
NEM / Newmont Corporation
EL / The Estée Lauder Companies Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
ENB / Enbridge Inc.
ABNB / Airbnb, Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
SKWD / Skyward Specialty Insurance Group, Inc.
LNG / Cheniere Energy, Inc.
EPRF / Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF
TGT / Target Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
NFLX / Netflix, Inc.
FINX / Global X Funds - Global X FinTech ETF
PSCI / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
ACN / Accenture plc
ALL / The Allstate Corporation
AX / Axos Financial, Inc.
GOOGL / Alphabet Inc.
IBIT / iShares Bitcoin Trust ETF
BXSL / Blackstone Secured Lending Fund
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
SMCI / Super Micro Computer, Inc.
FRI / First Trust Exchange-Traded Fund - First Trust S&P REIT Index Fund
MMM / 3M Company
CB / Chubb Limited
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
SMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
GE / General Electric Company
LMT / Lockheed Martin Corporation
GLDI / ETRACS Gold Shares Covered Call ETNs due February 2, 2033 - Corporate Bond/Note
AMGN / Amgen Inc.
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
FDG / American Century ETF Trust - American Century Focused Dynamic Growth ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
EE / Excelerate Energy, Inc.
PGR / The Progressive Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
NKE / NIKE, Inc.
FDX / FedEx Corporation
ARCC / Ares Capital Corporation
CBRL / Cracker Barrel Old Country Store, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
C / Citigroup Inc. - Corporate Bond/Note
FSK / FS KKR Capital Corp.
BDX / Becton, Dickinson and Company
PSTG / Pure Storage, Inc.
HSY / The Hershey Company
DKNG / DraftKings Inc.
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
RMT / Royce Micro-Cap Trust, Inc.
FSLR / First Solar, Inc.
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
ABT / Abbott Laboratories
IBB / iShares Trust - iShares Biotechnology ETF
CAT / Caterpillar Inc.
MPLX / MPLX LP - Limited Partnership
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IWM / iShares Trust - iShares Russell 2000 ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SPGI / S&P Global Inc.
MMSC / First Trust Exchange-Traded Fund VIII - First Trust Multi-Manager Small Cap Opportunities ETF
HPE / Hewlett Packard Enterprise Company
BSL / Blackstone Senior Floating Rate 2027 Term Fund
TPG / TPG Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HUMA / Humacyte, Inc.
TYG / Tortoise Energy Infrastructure Corporation
BA / The Boeing Company
GBTC / Grayscale Bitcoin Trust (BTC)
DOW / Dow Inc.
PSX / Phillips 66
RF / Regions Financial Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CCJ / Cameco Corporation
CRWD / CrowdStrike Holdings, Inc.
GEV / GE Vernova Inc.
QCOM / QUALCOMM Incorporated
DIA / SPDR Dow Jones Industrial Average ETF Trust
CNH / CNH Industrial N.V.
EDU / New Oriental Education & Technology Group Inc. - Depositary Receipt (Common Stock)
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
IYW / iShares Trust - iShares U.S. Technology ETF
KHC / The Kraft Heinz Company
IVV / iShares Trust - iShares Core S&P 500 ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
RTX / RTX Corporation
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
SOXX / iShares Trust - iShares Semiconductor ETF
TRFK / Pacer Funds Trust - Pacer Data and Digital Revolution ETF
MARM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - March
F / Ford Motor Company
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
CMCSA / Comcast Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
XYZ / Block, Inc.
AMD / Advanced Micro Devices, Inc.
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF