Market Value8,395,165,015
Total Holdings707
File Date2025-08-14
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)
CRWD / CrowdStrike Holdings, Inc.
XEL / Xcel Energy Inc.
GLW / Corning Incorporated
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
LLY / Eli Lilly and Company
BRBR / BellRing Brands, Inc.
EXAS / Exact Sciences Corporation
IREN / IREN Limited Call
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
RKLB / Rocket Lab Corporation
PAYX / Paychex, Inc.
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
IREN / IREN Limited
ATAI / Atai Life Sciences N.V.
SOVF / Elevation Series Trust - Sovereign's Capital Flourish Fund
HUBS / HubSpot, Inc.
MRVL / Marvell Technology, Inc.
SHOP / Shopify Inc.
GOOGL / Alphabet Inc.
LAW / CS Disco, Inc.
VLTO / Veralto Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MU / Micron Technology, Inc.
FDS / FactSet Research Systems Inc.
BTC / Grayscale Bitcoin Mini Trust
VST / Vistra Corp.
TNGY / Tortoise Capital Series Trust - Energy Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MAS / Masco Corporation
INDA / iShares Trust - iShares MSCI India ETF
WBD / Warner Bros. Discovery, Inc.
CW / Curtiss-Wright Corporation
NML / Neuberger Berman Energy Infrastructure and Income Fund Inc.
WAT / Waters Corporation
FSK / FS KKR Capital Corp.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SUP / Superior Industries International, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ZBH / Zimmer Biomet Holdings, Inc.
FCX / Freeport-McMoRan Inc.
COO / The Cooper Companies, Inc.
SRE / Sempra
YUM / Yum! Brands, Inc.
PEN / Penumbra, Inc.
JAZZ / Jazz Pharmaceuticals plc
DVN / Devon Energy Corporation
RHI / Robert Half Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
WHR / Whirlpool Corporation
WCN / Waste Connections, Inc.
NSIT / Insight Enterprises, Inc.
PRU / Prudential Financial, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
PIII / P3 Health Partners Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
RGTI / Rigetti Computing, Inc.
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
ETHE / Grayscale Ethereum Trust
J / Jacobs Solutions Inc.
BORR / Borr Drilling Limited
IGR / CBRE Global Real Estate Income Fund
MUSA / Murphy USA Inc.
STX / Seagate Technology Holdings plc
GLD / SPDR Gold Trust
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VZ / Verizon Communications Inc.
SLV / iShares Silver Trust
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
KKR / KKR & Co. Inc.
SPGI / S&P Global Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
SYF / Synchrony Financial
EBGEF / Enbridge Inc. - Preferred Stock
AEP / American Electric Power Company, Inc.
WWD / Woodward, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
MRK / Merck & Co., Inc.
ETN / Eaton Corporation plc
BA / The Boeing Company
WBA / Walgreens Boots Alliance, Inc.
MCHP / Microchip Technology Incorporated
TT / Trane Technologies plc
UNP / Union Pacific Corporation
MCO / Moody's Corporation
PSX / Phillips 66
MA / Mastercard Incorporated
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
PML / PIMCO Municipal Income Fund II
ZTS / Zoetis Inc.
MMC / Marsh & McLennan Companies, Inc.
PLTR / Palantir Technologies Inc.
OTIS / Otis Worldwide Corporation
COST / Costco Wholesale Corporation
ENR / Energizer Holdings, Inc.
AFL / Aflac Incorporated
FDX / FedEx Corporation
EFX / Equifax Inc.
GOOG / Alphabet Inc.
GHC / Graham Holdings Company
INTC / Intel Corporation
XYZ / Block, Inc.
ALB / Albemarle Corporation
NRG / NRG Energy, Inc.
SSNC / SS&C Technologies Holdings, Inc.
SCL / Stepan Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VERSX / Vanguard Emerging Markets Stock Index Fund
HIG / The Hartford Insurance Group, Inc.
ED / Consolidated Edison, Inc.
UPS / United Parcel Service, Inc.
USB / U.S. Bancorp
PM / Philip Morris International Inc.
OKLO / Oklo Inc.
LIN / Linde plc
CARR / Carrier Global Corporation
CASS / Cass Information Systems, Inc.
ACN / Accenture plc
ABBV / AbbVie Inc.
ALL / The Allstate Corporation
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
EME / EMCOR Group, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
MSTR / Strategy Inc
OEF / iShares Trust - iShares S&P 100 ETF
GWW / W.W. Grainger, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
REGN / Regeneron Pharmaceuticals, Inc.
EBI / The RBB Fund Trust - Longview Advantage ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
POST / Post Holdings, Inc.
PPG / PPG Industries, Inc.
MKL / Markel Group Inc.
MMLP / Martin Midstream Partners L.P. - Limited Partnership
SAND / Sandstorm Gold Ltd.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
LECO / Lincoln Electric Holdings, Inc.
SENS / Senseonics Holdings, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
ONB / Old National Bancorp
IOT / Samsara Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
WFC / Wells Fargo & Company
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
SHW / The Sherwin-Williams Company
V / Visa Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
TDVG / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
TMUS / T-Mobile US, Inc.
YEXT / Yext, Inc.
TG / Tredegar Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ZION / Zions Bancorporation, National Association
WDAY / Workday, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
WING / Wingstop Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
CCL / Carnival Corporation & plc
CAT / Caterpillar Inc.
WRB / W. R. Berkley Corporation
QTUM / ETF Series Solutions - Defiance Quantum ETF
MSFT / Microsoft Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
QCOM / QUALCOMM Incorporated
VDE / Vanguard World Fund - Vanguard Energy ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
KMB / Kimberly-Clark Corporation
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
TSCO / Tractor Supply Company
US90187BAB71 / TWO HARBORS INVESTMENT COR CONV 6.25% 01/15/2026
STT / State Street Corporation
R / Ryder System, Inc.
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PSEC / Prospect Capital Corporation
URI / United Rentals, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
PCT / PureCycle Technologies, Inc.
PYPL / PayPal Holdings, Inc.
EOG / EOG Resources, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
AMID / EA Series Trust - Argent Mid Cap ETF
GDDY / GoDaddy Inc.
KR / The Kroger Co.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SPOT / Spotify Technology S.A.
DVY / iShares Trust - iShares Select Dividend ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
COOK / Traeger, Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
CM / Canadian Imperial Bank of Commerce
MAR / Marriott International, Inc.
POET / POET Technologies Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
CLS / Celestica Inc.
AWK / American Water Works Company, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BDX / Becton, Dickinson and Company
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
MBWM / Mercantile Bank Corporation
VRT / Vertiv Holdings Co
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
CMG / Chipotle Mexican Grill, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
SCHW / The Charles Schwab Corporation
MPLX / MPLX LP - Limited Partnership
HCA / HCA Healthcare, Inc.
MCK / McKesson Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
TXN / Texas Instruments Incorporated
EFSC / Enterprise Financial Services Corp
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
EVRG / Evergy, Inc.
SPR / Spirit AeroSystems Holdings, Inc.
NEE / NextEra Energy, Inc.
US70932AAF03 / PENNYMAC CORP
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ADT / ADT Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
TFC / Truist Financial Corporation
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
LAD / Lithia Motors, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
JNJ / Johnson & Johnson
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
SPH / Suburban Propane Partners, L.P. - Limited Partnership
BR / Broadridge Financial Solutions, Inc.
MDT / Medtronic plc
ROK / Rockwell Automation, Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
DLR / Digital Realty Trust, Inc.
PRAY / NEOS ETF Trust - FIS Christian Stock Fund
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
LOAN / Manhattan Bridge Capital, Inc.
DD / DuPont de Nemours, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
NPO / Enpro Inc.
TRGP / Targa Resources Corp.
PHYS / Sprott Physical Gold Trust
NUE / Nucor Corporation
ANET / Arista Networks Inc
SYY / Sysco Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
WM / Waste Management, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ACM / AECOM
G / Genpact Limited
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
CME / CME Group Inc.
CORT / Corcept Therapeutics Incorporated
SR / Spire Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TJX / The TJX Companies, Inc.
CMI / Cummins Inc.
NKE / NIKE, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
FMBH / First Mid Bancshares, Inc.
TEL / TE Connectivity plc
RF / Regions Financial Corporation
ACVA / ACV Auctions Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
CADL / Candel Therapeutics, Inc.
ADSK / Autodesk, Inc.
COKE / Coca-Cola Consolidated, Inc.
MSGS / Madison Square Garden Sports Corp.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
COR / Cencora, Inc.
BXP / Boston Properties, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
KLAC / KLA Corporation
O / Realty Income Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
IWB / iShares Trust - iShares Russell 1000 ETF
EMR / Emerson Electric Co.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
UNH / UnitedHealth Group Incorporated
NSC / Norfolk Southern Corporation
SMCI / Super Micro Computer, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
MELI / MercadoLibre, Inc.
IBIT / iShares Bitcoin Trust ETF
ET / Energy Transfer LP - Limited Partnership
CAH / Cardinal Health, Inc.
DUK / Duke Energy Corporation
AVGO / Broadcom Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
ACHR / Archer Aviation Inc.
APH / Amphenol Corporation
BRK.B / Berkshire Hathaway Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
PANW / Palo Alto Networks, Inc.
HSY / The Hershey Company
WSO / Watsco, Inc.
BX / Blackstone Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
ABT / Abbott Laboratories
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
VLO / Valero Energy Corporation
DGX / Quest Diagnostics Incorporated
IDXX / IDEXX Laboratories, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
CHTR / Charter Communications, Inc.
LUV / Southwest Airlines Co.
UAMY / United States Antimony Corporation
DEFT / DeFi Technologies Inc.
QQQ / Invesco QQQ Trust, Series 1
NOW / ServiceNow, Inc.
VNOM / Viper Energy, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
KO / The Coca-Cola Company
CATX / Perspective Therapeutics, Inc.
HD / The Home Depot, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
IWN / iShares Trust - iShares Russell 2000 Value ETF
RSG / Republic Services, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
SHAK / Shake Shack Inc.
IAU / iShares Gold Trust
CAPR / Capricor Therapeutics, Inc.
XYL / Xylem Inc.
HOOD / Robinhood Markets, Inc.
PRI / Primerica, Inc.
ON / ON Semiconductor Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
AG / First Majestic Silver Corp.
MSI / Motorola Solutions, Inc.
AVSU / American Century ETF Trust - Avantis Responsible U.S. Equity ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
PEP / PepsiCo, Inc.
ASRT / Assertio Holdings, Inc.
IWL / iShares Trust - iShares Russell Top 200 ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
CI / The Cigna Group
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
TMO / Thermo Fisher Scientific Inc.
AEE / Ameren Corporation
ETHW / Bitwise Ethereum ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SILJ / Amplify ETF Trust - Amplify Junior Silver Miners ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
BK / The Bank of New York Mellon Corporation
MSBI / Midland States Bancorp, Inc.
IBM / International Business Machines Corporation
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
CPRT / Copart, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
LOW / Lowe's Companies, Inc.
LUMN / Lumen Technologies, Inc.
IRM / Iron Mountain Incorporated
DG / Dollar General Corporation
ARW / Arrow Electronics, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
DHI / D.R. Horton, Inc.
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
HWBK / Hawthorn Bancshares, Inc.
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
ALXO / ALX Oncology Holdings Inc.
CNM / Core & Main, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
GGG / Graco Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
GRMN / Garmin Ltd.
BLND / Blend Labs, Inc.
ROP / Roper Technologies, Inc.
BRK.A / Berkshire Hathaway Inc.
NET / Cloudflare, Inc.
SJM / The J. M. Smucker Company
LH / Labcorp Holdings Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
AMGN / Amgen Inc.
CL / Colgate-Palmolive Company
ESE / ESCO Technologies Inc.
MFC / Manulife Financial Corporation
DAL / Delta Air Lines, Inc.
PNC / The PNC Financial Services Group, Inc.
FAST / Fastenal Company
FTNT / Fortinet, Inc.
CNC / Centene Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
FLR / Fluor Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
AMAT / Applied Materials, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DOW / Dow Inc.
IXN / iShares Trust - iShares Global Tech ETF
TIP / iShares Trust - iShares TIPS Bond ETF
HLT / Hilton Worldwide Holdings Inc.
BMY / Bristol-Myers Squibb Company
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ABUS / Arbutus Biopharma Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
INGR / Ingredion Incorporated
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
PBF / PBF Energy Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
PR / Permian Resources Corporation
IPG / The Interpublic Group of Companies, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
CIGI / Colliers International Group Inc.
MBB / iShares Trust - iShares MBS ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
BFC / Bank First Corporation
TPL / Texas Pacific Land Corporation
DGXX / Digi Power X Inc.
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
AZO / AutoZone, Inc.
MKC / McCormick & Company, Incorporated
ELV / Elevance Health, Inc.
BUSE / First Busey Corporation
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
CG / The Carlyle Group Inc.
SNPS / Synopsys, Inc.
BRO / Brown & Brown, Inc.
AON / Aon plc
VOTE / TCW ETF Trust - TCW Transform 500 ETF
CEG / Constellation Energy Corporation
CB / Chubb Limited
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
RGA / Reinsurance Group of America, Incorporated
STZ / Constellation Brands, Inc.
CP / Canadian Pacific Kansas City Limited
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
MPC / Marathon Petroleum Corporation
GM / General Motors Company
T / AT&T Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
UNFI / United Natural Foods, Inc.
OKE / ONEOK, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
HON / Honeywell International Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
INTU / Intuit Inc.
SF / Stifel Financial Corp.
AMTX / Aemetis, Inc.
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
VTRS / Viatris Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
EQT / EQT Corporation
KMI / Kinder Morgan, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
RIVN / Rivian Automotive, Inc.
PWR / Quanta Services, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
KVUE / Kenvue Inc.
CBSH / Commerce Bancshares, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BSX / Boston Scientific Corporation
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
FTV / Fortive Corporation
ECL / Ecolab Inc.
PGR / The Progressive Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
HCKT / The Hackett Group, Inc.
APP / AppLovin Corporation
SBUX / Starbucks Corporation
D / Dominion Energy, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
GEV / GE Vernova Inc.
CIFR / Cipher Mining Inc.
FITB / Fifth Third Bancorp
IYY / iShares Trust - iShares Dow Jones U.S. ETF
CBRE / CBRE Group, Inc.
FI / Fiserv, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
MS / Morgan Stanley
ICE / Intercontinental Exchange, Inc.
AIT / Applied Industrial Technologies, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
NRDY / Nerdy, Inc.
CNP / CenterPoint Energy, Inc.
CDE / Coeur Mining, Inc.
MET / MetLife, Inc.
BITB / Bitwise Bitcoin ETF Trust
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
PAG / Penske Automotive Group, Inc.
BAM / Brookfield Asset Management Ltd.
UBER / Uber Technologies, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
WINN / Harbor ETF Trust - Harbor Long-Term Growers ETF
CVX / Chevron Corporation
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
PFE / Pfizer Inc.
CSX / CSX Corporation
AUR / Aurora Innovation, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
CVS / CVS Health Corporation
ITW / Illinois Tool Works Inc.
BAX / Baxter International Inc.
IAT / iShares Trust - iShares U.S. Regional Banks ETF
TDG / TransDigm Group Incorporated
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SYK / Stryker Corporation
BAH / Booz Allen Hamilton Holding Corporation
BG / Bunge Global SA
HLI / Houlihan Lokey, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
GS / The Goldman Sachs Group, Inc.
AME / AMETEK, Inc.
BZFD / BuzzFeed, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
APD / Air Products and Chemicals, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
TRMB / Trimble Inc.
RVTY / Revvity, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SLQT / SelectQuote, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
F / Ford Motor Company
WEC / WEC Energy Group, Inc.
SPY / SPDR S&P 500 ETF
CMCSA / Comcast Corporation
EPC / Edgewell Personal Care Company
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
OZ / Belpointe PREP, LLC
MDY / SPDR S&P MidCap 400 ETF Trust
BBAI / BigBear.ai Holdings, Inc.
CASY / Casey's General Stores, Inc.
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
LRCX / Lam Research Corporation
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
PAAS / Pan American Silver Corp.
SHEL / Shell plc - Depositary Receipt (Common Stock)
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
AEM / Agnico Eagle Mines Limited
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
WMB / The Williams Companies, Inc.
AVY / Avery Dennison Corporation
FCFS / FirstCash Holdings, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
OXY / Occidental Petroleum Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
PEG / Public Service Enterprise Group Incorporated
FBTC / Fidelity Wise Origin Bitcoin Fund
GNTX / Gentex Corporation
GILD / Gilead Sciences, Inc.
TGT / Target Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
FICO / Fair Isaac Corporation
HPQ / HP Inc.
ADM / Archer-Daniels-Midland Company
CSCO / Cisco Systems, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
HLIO / Helios Technologies, Inc.
CTAS / Cintas Corporation
IEUR / iShares Trust - iShares Core MSCI Europe ETF
CPK / Chesapeake Utilities Corporation
MMM / 3M Company
TTD / The Trade Desk, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
KNF / Knife River Corporation
NXPI / NXP Semiconductors N.V.
IWV / iShares Trust - iShares Russell 3000 ETF
VVX / V2X, Inc.
RCL / Royal Caribbean Cruises Ltd.
ALIL / EA Series Trust - Argent Focused Small Cap ETF
MDLZ / Mondelez International, Inc.
TSLA / Tesla, Inc.
PH / Parker-Hannifin Corporation
VRTX / Vertex Pharmaceuticals Incorporated
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ABIG / EA Series Trust - Argent Focused Small Cap ETF
WTM / White Mountains Insurance Group, Ltd.
SO / The Southern Company
IDV / iShares Trust - iShares International Select Dividend ETF
CHKP / Check Point Software Technologies Ltd.
LHX / L3Harris Technologies, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
DINO / HF Sinclair Corporation
SPSC / SPS Commerce, Inc.
CHD / Church & Dwight Co., Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
LNG / Cheniere Energy, Inc.
CSL / Carlisle Companies Incorporated
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
C / Citigroup Inc. - Corporate Bond/Note
MCD / McDonald's Corporation
MPWR / Monolithic Power Systems, Inc.
PLD / Prologis, Inc.
DE / Deere & Company
JKHY / Jack Henry & Associates, Inc.
LMT / Lockheed Martin Corporation
GD / General Dynamics Corporation
ORCL / Oracle Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
TRV / The Travelers Companies, Inc.
SNAP / Snap Inc.
AMD / Advanced Micro Devices, Inc.
COP / ConocoPhillips
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
COF / Capital One Financial Corporation
K / Kellanova
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ISRG / Intuitive Surgical, Inc.
ADI / Analog Devices, Inc.
XOM / Exxon Mobil Corporation
NOC / Northrop Grumman Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DIS / The Walt Disney Company
COIN / Coinbase Global, Inc.
ADP / Automatic Data Processing, Inc.
GIS / General Mills, Inc.
SWK / Stanley Black & Decker, Inc.
AMT / American Tower Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
BKNG / Booking Holdings Inc.
RTX / RTX Corporation
NEM / Newmont Corporation
CDNS / Cadence Design Systems, Inc.
SLB / Schlumberger Limited
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
ORLY / O'Reilly Automotive, Inc.
CHGG / Chegg, Inc.
FERG / Ferguson Enterprises Inc.
GEHC / GE HealthCare Technologies Inc.
KARO / Karooooo Ltd.
EW / Edwards Lifesciences Corporation
GE / General Electric Company
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF
CTVA / Corteva, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
KD / Kyndryl Holdings, Inc.
GRAL.V / GRAIL, LLC
ZS / Zscaler, Inc.
AMP / Ameriprise Financial, Inc.
MO / Altria Group, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
META / Meta Platforms, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
GOVX / GeoVax Labs, Inc.
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
BKFOF / Brookfield Corporation - Preferred Stock
CGBSF / Crown LNG Holdings Limited
AMZN / Amazon.com, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
JPM / JPMorgan Chase & Co.
VHT / Vanguard World Fund - Vanguard Health Care ETF
NVDA / NVIDIA Corporation
BLK / BlackRock, Inc.
PSA / Public Storage
WMT / Walmart Inc.
BAC / Bank of America Corporation
ADBE / Adobe Inc.
AXP / American Express Company
AAPL / Apple Inc.
CRM / Salesforce, Inc.
NFLX / Netflix, Inc.