Market Value3,339,407,916
Total Holdings563
File Date2025-03-17
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)
WEN / The Wendy's Company
HQY / HealthEquity, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
UNP / Union Pacific Corporation
GOOG / Alphabet Inc.
IART / Integra LifeSciences Holdings Corporation
ABT / Abbott Laboratories
AMAT / Applied Materials, Inc.
CHKP / Check Point Software Technologies Ltd.
ASPN / Aspen Aerogels, Inc.
SLB / Schlumberger Limited
HYGV / FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund
LRCX / Lam Research Corporation
LRCX / Lam Research Corporation Put
VIR / Vir Biotechnology, Inc.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
DVY / iShares Trust - iShares Select Dividend ETF
PIZ / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Developed Markets Momentum ETF
NX / Quanex Building Products Corporation
DCO / Ducommun Incorporated
FANG / Diamondback Energy, Inc.
FI / Fiserv, Inc.
CCS / Century Communities, Inc.
SCHW / The Charles Schwab Corporation
STZ / Constellation Brands, Inc.
AGZ / iShares Trust - iShares Agency Bond ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
GT / The Goodyear Tire & Rubber Company
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
SYNA / Synaptics Incorporated
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
OXM / Oxford Industries, Inc.
DE / Deere & Company
DNOW / DNOW Inc.
ASIX / AdvanSix Inc.
NDAQ / Nasdaq, Inc.
MET / MetLife, Inc.
AON / Aon plc
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
NKE / NIKE, Inc.
CECO / CECO Environmental Corp.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
WH / Wyndham Hotels & Resorts, Inc.
DD / DuPont de Nemours, Inc.
HOPE / Hope Bancorp, Inc.
ED / Consolidated Edison, Inc.
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares Put
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares
DIS / The Walt Disney Company
BIIB / Biogen Inc.
KR / The Kroger Co.
MTRN / Materion Corporation
LULU / lululemon athletica inc.
VRSK / Verisk Analytics, Inc.
EOG / EOG Resources, Inc.
IBM / International Business Machines Corporation
SAIA / Saia, Inc.
ASTH / Astrana Health, Inc.
AXP / American Express Company
COHR / Coherent Corp.
CDNS / Cadence Design Systems, Inc.
LNG / Cheniere Energy, Inc.
KEYS / Keysight Technologies, Inc.
CTS / CTS Corporation
PHM / PulteGroup, Inc.
ZTS / Zoetis Inc.
HSY / The Hershey Company
ALGN / Align Technology, Inc.
F / Ford Motor Company
USB / U.S. Bancorp
DHI / D.R. Horton, Inc.
ADI / Analog Devices, Inc.
V / Visa Inc.
MRK / Merck & Co., Inc.
WMT / Walmart Inc.
AME / AMETEK, Inc.
MELI / MercadoLibre, Inc.
DLTR / Dollar Tree, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
LOW / Lowe's Companies, Inc.
PSX / Phillips 66
INGR / Ingredion Incorporated
INTU / Intuit Inc.
FTNT / Fortinet, Inc.
HIG / The Hartford Insurance Group, Inc.
NSC / Norfolk Southern Corporation
AMD / Advanced Micro Devices, Inc.
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
SAH / Sonic Automotive, Inc.
ORCL / Oracle Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
JCI / Johnson Controls International plc
NVS / Novartis AG - Depositary Receipt (Common Stock)
HUBB / Hubbell Incorporated
CCK / Crown Holdings, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
SO / The Southern Company
ALV / Autoliv, Inc.
CBRE / CBRE Group, Inc.
MCO / Moody's Corporation
AMZN / Amazon.com, Inc.
FDX / FedEx Corporation
GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January
G / Genpact Limited
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May
CRH / CRH plc
JPM / JPMorgan Chase & Co.
TPR / Tapestry, Inc.
GAUG / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - August
NGD / New Gold Inc.
WHR / Whirlpool Corporation
EXTR / Extreme Networks, Inc.
RMD / ResMed Inc.
PRO / PROS Holdings, Inc.
PLAB / Photronics, Inc.
ANSS / ANSYS, Inc.
NTR / Nutrien Ltd.
PG / The Procter & Gamble Company
BDX / Becton, Dickinson and Company
GEV / GE Vernova Inc.
EXEL / Exelixis, Inc.
DXCM / DexCom, Inc.
PWR / Quanta Services, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
PRU / Prudential Financial, Inc.
PYPL / PayPal Holdings, Inc.
DRI / Darden Restaurants, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
VUG / Vanguard Index Funds - Vanguard Growth ETF
AGYS / Agilysys, Inc.
CF / CF Industries Holdings, Inc.
MTG / MGIC Investment Corporation
MA / Mastercard Incorporated
IXN / iShares Trust - iShares Global Tech ETF
CROX / Crocs, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ITW / Illinois Tool Works Inc.
CMF / iShares Trust - iShares California Muni Bond ETF
SPXC / SPX Technologies, Inc.
C / Citigroup Inc. - Corporate Bond/Note
NPKI / NPK International Inc.
ELV / Elevance Health, Inc.
SSYS / Stratasys Ltd.
MTZ / MasTec, Inc.
RVTY / Revvity, Inc.
ECL / Ecolab Inc.
EVRG / Evergy, Inc.
SWKS / Skyworks Solutions, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
LCID / Lucid Group, Inc.
GDDY / GoDaddy Inc.
TEL / TE Connectivity plc
PATH / UiPath Inc.
SMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May
HALO / Halozyme Therapeutics, Inc.
CVLT / Commvault Systems, Inc.
MDT / Medtronic plc
AYI / Acuity Inc.
SSNC / SS&C Technologies Holdings, Inc.
XEL / Xcel Energy Inc.
PFE / Pfizer Inc.
ISRG / Intuitive Surgical, Inc.
NBIX / Neurocrine Biosciences, Inc.
COST / Costco Wholesale Corporation
ORLY / O'Reilly Automotive, Inc.
JNJ / Johnson & Johnson
EAT / Brinker International, Inc.
ONTO / Onto Innovation Inc.
XPO / XPO, Inc.
SYK / Stryker Corporation
RPM / RPM International Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TXT / Textron Inc.
RDY / Dr. Reddy's Laboratories Limited - Depositary Receipt (Common Stock)
SMTC / Semtech Corporation
MLM / Martin Marietta Materials, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
HOLX / Hologic, Inc.
RJF / Raymond James Financial, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
GATX / GATX Corporation
EG / Everest Group, Ltd.
AMGN / Amgen Inc.
OMI / Owens & Minor, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
CMCSA / Comcast Corporation
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
MEI / Methode Electronics, Inc.
PIPR / Piper Sandler Companies
HDV / iShares Trust - iShares Core High Dividend ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
PANW / Palo Alto Networks, Inc.
KLAC / KLA Corporation
ICE / Intercontinental Exchange, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
RDN / Radian Group Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
ALL / The Allstate Corporation
CTSH / Cognizant Technology Solutions Corporation
VRNT / Verint Systems Inc.
DUK / Duke Energy Corporation
FCX / Freeport-McMoRan Inc.
GD / General Dynamics Corporation
MYGN / Myriad Genetics, Inc.
MDLZ / Mondelez International, Inc.
ROK / Rockwell Automation, Inc.
CATY / Cathay General Bancorp
BRK.A / Berkshire Hathaway Inc.
GMED / Globus Medical, Inc.
CRWD / CrowdStrike Holdings, Inc.
QRVO / Qorvo, Inc.
CVX / Chevron Corporation
IAU / iShares Gold Trust
VRTX / Vertex Pharmaceuticals Incorporated
RS / Reliance, Inc.
MNST / Monster Beverage Corporation
AVGO / Broadcom Inc. Put
FIS / Fidelity National Information Services, Inc.
BOX / Box, Inc.
WT / WisdomTree, Inc.
GOOGL / Alphabet Inc.
TMO / Thermo Fisher Scientific Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
CI / The Cigna Group
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
QCOM / QUALCOMM Incorporated
QQQ / Invesco QQQ Trust, Series 1
SAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - August
TFX / Teleflex Incorporated
SMTH / ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF
BBY / Best Buy Co., Inc.
HLT / Hilton Worldwide Holdings Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
SNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - November
CLX / The Clorox Company
GJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June
WAT / Waters Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
CNC / Centene Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SAIC / Science Applications International Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
VLO / Valero Energy Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
COF / Capital One Financial Corporation
EBAY / eBay Inc.
AEP / American Electric Power Company, Inc.
DFIN / Donnelley Financial Solutions, Inc.
NNI / Nelnet, Inc.
BX / Blackstone Inc.
KMI / Kinder Morgan, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
BOH / Bank of Hawaii Corporation
OBT / Orange County Bancorp, Inc.
GVA / Granite Construction Incorporated
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
OTIS / Otis Worldwide Corporation
ACN / Accenture plc
CARR / Carrier Global Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
POWI / Power Integrations, Inc.
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
CRVL / CorVel Corporation
WAB / Westinghouse Air Brake Technologies Corporation
SLF / Sun Life Financial Inc.
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
BMY / Bristol-Myers Squibb Company
GIS / General Mills, Inc.
LHX / L3Harris Technologies, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MAR / Marriott International, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
RCL / Royal Caribbean Cruises Ltd.
WBS / Webster Financial Corporation
AEIS / Advanced Energy Industries, Inc.
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
GSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - September
BLFS / BioLife Solutions, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
YSEP / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - September
MATW / Matthews International Corporation
PNC / The PNC Financial Services Group, Inc.
GMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - March
PEP / PepsiCo, Inc.
EEFT / Euronet Worldwide, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
PGR / The Progressive Corporation
VRT / Vertiv Holdings Co
CMA / Comerica Incorporated
J / Jacobs Solutions Inc.
APPF / AppFolio, Inc.
UPS / United Parcel Service, Inc.
FAST / Fastenal Company
NEE / NextEra Energy, Inc.
SFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - February
WIX / Wix.com Ltd.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CLS / Celestica Inc.
WNC / Wabash National Corporation
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
CNXN / PC Connection, Inc.
UTHR / United Therapeutics Corporation
MS / Morgan Stanley
YJUN / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Buffer ETF - June
VEEV / Veeva Systems Inc.
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SMPL / The Simply Good Foods Company
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
FORM / FormFactor, Inc.
HD / The Home Depot, Inc.
KEY / KeyCorp
AN / AutoNation, Inc.
DG / Dollar General Corporation
AIG / American International Group, Inc.
SPY / SPDR S&P 500 ETF
ANDE / The Andersons, Inc.
FSV / FirstService Corporation
ANET / Arista Networks Inc
LH / Labcorp Holdings Inc.
FFIV / F5, Inc.
CMG / Chipotle Mexican Grill, Inc.
BKNG / Booking Holdings Inc.
ULTA / Ulta Beauty, Inc.
CNMD / CONMED Corporation
EXPD / Expeditors International of Washington, Inc.
LEN / Lennar Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
GNOV / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - November
XOM / Exxon Mobil Corporation
YUM / Yum! Brands, Inc.
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
RL / Ralph Lauren Corporation
RTX / RTX Corporation
TGT / Target Corporation
UYLD / Angel Oak Funds Trust - Angel Oak UltraShort Income ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
HON / Honeywell International Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
KO / The Coca-Cola Company
SHOP / Shopify Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MDY / SPDR S&P MidCap 400 ETF Trust
DEO / Diageo plc - Depositary Receipt (Common Stock)
IRM / Iron Mountain Incorporated
GJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July
HCA / HCA Healthcare, Inc.
MTSI / MACOM Technology Solutions Holdings, Inc.
MCK / McKesson Corporation
FSLR / First Solar, Inc.
OSIS / OSI Systems, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
ALB / Albemarle Corporation
NTCT / NetScout Systems, Inc.
LRCX / Lam Research Corporation
BRK.B / Berkshire Hathaway Inc.
CSX / CSX Corporation
ADM / Archer-Daniels-Midland Company
DY / Dycom Industries, Inc.
CIEN / Ciena Corporation
ABNB / Airbnb, Inc.
LOGI / Logitech International S.A.
PLD / Prologis, Inc.
PLOW / Douglas Dynamics, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
EW / Edwards Lifesciences Corporation
TT / Trane Technologies plc
VFC / V.F. Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
AZTA / Azenta, Inc.
IP / International Paper Company
GS / The Goldman Sachs Group, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
WM / Waste Management, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MCD / McDonald's Corporation
TEX / Terex Corporation
GLW / Corning Incorporated
COP / ConocoPhillips
IVV / iShares Trust - iShares Core S&P 500 ETF
SBH / Sally Beauty Holdings, Inc.
JBL / Jabil Inc.
OC / Owens Corning
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IJUL / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July
UNH / UnitedHealth Group Incorporated
RSG / Republic Services, Inc.
GLOB / Globant S.A.
VZ / Verizon Communications Inc.
MAS / Masco Corporation
CME / CME Group Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
PEG / Public Service Enterprise Group Incorporated
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
CTKB / Cytek Biosciences, Inc.
HBAN / Huntington Bancshares Incorporated
EWBC / East West Bancorp, Inc.
MAN / ManpowerGroup Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IWB / iShares Trust - iShares Russell 1000 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VIAV / Viavi Solutions Inc.
EJUL / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - July
FLOT / iShares Trust - iShares Floating Rate Bond ETF
RF / Regions Financial Corporation
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IWM / iShares Trust - iShares Russell 2000 ETF
LMT / Lockheed Martin Corporation
MGA / Magna International Inc.
CYH / Community Health Systems, Inc.
AVGO / Broadcom Inc.
CSCO / Cisco Systems, Inc.
NOW / ServiceNow, Inc.
CRM / Salesforce, Inc.
LNTH / Lantheus Holdings, Inc.
TSLA / Tesla, Inc.
TER / Teradyne, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
BG / Bunge Global SA
DOW / Dow Inc.
SPGI / S&P Global Inc.
GILD / Gilead Sciences, Inc.
LLY / Eli Lilly and Company
HFSI / Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF
ST / Sensata Technologies Holding plc
NSIT / Insight Enterprises, Inc.
ACLS / Axcelis Technologies, Inc.
APLE / Apple Hospitality REIT, Inc.
INFN / Infinera Corporation
SMCI / Super Micro Computer, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
PRFT / Perficient, Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
ENPH / Enphase Energy, Inc.
C.WSA / Citigroup, Inc.
MRO / Marathon Oil Corporation
HTBK / Heritage Commerce Corp
UL / Unilever PLC - Depositary Receipt (Common Stock)
FBIN / Fortune Brands Innovations, Inc.
FLIA / Franklin Templeton ETF Trust - Franklin International Aggregate Bond ETF
CAT / Caterpillar Inc.
WFC / Wells Fargo & Company
CTVA / Corteva, Inc.
CP / Canadian Pacific Kansas City Limited
TGTX / TG Therapeutics, Inc.
LRCX / Lam Research Corporation Put
EXLS / ExlService Holdings, Inc.
ADBE / Adobe Inc.
SNOW / Snowflake Inc.
NFLX / Netflix, Inc.
BA / The Boeing Company
INTC / Intel Corporation
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock)
BAC / Bank of America Corporation
PM / Philip Morris International Inc.
L / Loews Corporation
BLK / BlackRock, Inc.
APP / AppLovin Corporation
HEES / H&E Equipment Services, Inc.
VMI / Valmont Industries, Inc.
TSE / Trinseo PLC
TIP / iShares Trust - iShares TIPS Bond ETF
KN / Knowles Corporation
MPWR / Monolithic Power Systems, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
WING / Wingstop Inc.
ICLR / ICON Public Limited Company
ESE / ESCO Technologies Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
OFG / OFG Bancorp
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BWA / BorgWarner Inc.
ENSG / The Ensign Group, Inc.
ACMR / ACM Research, Inc.
B / Barrick Mining Corporation
T / AT&T Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
CB / Chubb Limited
REGN / Regeneron Pharmaceuticals, Inc.
ASGN / ASGN Incorporated
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
SAM / The Boston Beer Company, Inc.
GE / General Electric Company
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
IVZ / Invesco Ltd.
JMOM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
JEF / Jefferies Financial Group Inc.
UFPI / UFP Industries, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
META / Meta Platforms, Inc.
NJUL / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - July
NSP / Insperity, Inc.
KJUL / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - July
AMP / Ameriprise Financial, Inc.
MRVL / Marvell Technology, Inc.
IYLD / iShares Trust - iShares Morningstar Multi-Asset Income ETF
NTAP / NetApp, Inc.
AVT / Avnet, Inc.
MU / Micron Technology, Inc.
APH / Amphenol Corporation
LRN / Stride, Inc.
CSGS / CSG Systems International, Inc.
ARW / Arrow Electronics, Inc.
LIVN / LivaNova PLC
NDSN / Nordson Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
EA / Electronic Arts Inc.
APD / Air Products and Chemicals, Inc.
TJX / The TJX Companies, Inc.
PH / Parker-Hannifin Corporation
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
TTD / The Trade Desk, Inc.
MMM / 3M Company
KKR / KKR & Co. Inc.
OPY / Oppenheimer Holdings Inc.
SBUX / Starbucks Corporation
DGX / Quest Diagnostics Incorporated
ZM / Zoom Communications Inc.
LIN / Linde plc
AMRC / Ameresco, Inc.
MSFT / Microsoft Corporation
KURA / Kura Oncology, Inc.
GM / General Motors Company
SMAR / Smartsheet Inc.
CVS / CVS Health Corporation
GERN / Geron Corporation
MSTR / Strategy Inc
WBD / Warner Bros. Discovery, Inc.
EMR / Emerson Electric Co.
INCY / Incyte Corporation
SYY / Sysco Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
HAL / Halliburton Company
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
AAPL / Apple Inc.
ABBV / AbbVie Inc.
MPC / Marathon Petroleum Corporation
DELL / Dell Technologies Inc.
TOL / Toll Brothers, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
COR / Cencora, Inc.
PAYX / Paychex, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
ON / ON Semiconductor Corporation
HWM / Howmet Aerospace Inc.
TTWO / Take-Two Interactive Software, Inc.
TXN / Texas Instruments Incorporated
MSI / Motorola Solutions, Inc.
GWRE / Guidewire Software, Inc.
DAL / Delta Air Lines, Inc.
OCGN / Ocugen, Inc.
PLTR / Palantir Technologies Inc.
VRSN / VeriSign, Inc.
SEM / Select Medical Holdings Corporation