Market Value277,505,879
Total Holdings459
File Date2024-10-15
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)
GPN / Global Payments Inc.
MRNA / Moderna, Inc.
SOFI / SoFi Technologies, Inc.
MGM / MGM Resorts International
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
UNH / UnitedHealth Group Incorporated
SRE / Sempra
WAB / Westinghouse Air Brake Technologies Corporation
F / Ford Motor Company
YUM / Yum! Brands, Inc.
UNP / Union Pacific Corporation
MATX / Matson, Inc.
SBUX / Starbucks Corporation
VZ / Verizon Communications Inc.
POOL / Pool Corporation
MTB / M&T Bank Corporation
CB / Chubb Limited
HUBB / Hubbell Incorporated
PLD / Prologis, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
MO / Altria Group, Inc.
SABA / Saba Capital Income & Opportunities Fund II
CL / Colgate-Palmolive Company
SCPX / Scorpius Holdings, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MMM / 3M Company
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
DGRO / iShares Trust - iShares Core Dividend Growth ETF
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
EQAL / Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
LW / Lamb Weston Holdings, Inc.
DBC / Invesco DB Commodity Index Tracking Fund
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
EW / Edwards Lifesciences Corporation
NTSX / WisdomTree Trust - WisdomTree U.S. Efficient Core Fund
VHT / Vanguard World Fund - Vanguard Health Care ETF
LRCX / Lam Research Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
LEV / The Lion Electric Company
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
PII / Polaris Inc.
NTSI / WisdomTree Trust - WisdomTree International Efficient Core Fund
SHEL / Shell plc - Depositary Receipt (Common Stock)
GSST / Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Bond ETF
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
UAA / Under Armour, Inc.
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
DIS / The Walt Disney Company
PFE / Pfizer Inc.
FDX / FedEx Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
FTV / Fortive Corporation
DD / DuPont de Nemours, Inc.
SYY / Sysco Corporation
CPNG / Coupang, Inc.
NDSN / Nordson Corporation
HRL / Hormel Foods Corporation
CSCO / Cisco Systems, Inc.
NKE / NIKE, Inc.
UNM / Unum Group
PEP / PepsiCo, Inc.
PM / Philip Morris International Inc.
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
ABT / Abbott Laboratories
TROW / T. Rowe Price Group, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
C.WSA / Citigroup, Inc.
AFL / Aflac Incorporated
DAL / Delta Air Lines, Inc.
TSCO / Tractor Supply Company
SPOT / Spotify Technology S.A.
COF / Capital One Financial Corporation
MMC / Marsh & McLennan Companies, Inc.
IBM / International Business Machines Corporation
WFC / Wells Fargo & Company
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
USB / U.S. Bancorp
GEHC / GE HealthCare Technologies Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
CME / CME Group Inc.
CHTR / Charter Communications, Inc.
OGN / Organon & Co.
ITW / Illinois Tool Works Inc.
ELV / Elevance Health, Inc.
DXCM / DexCom, Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
TXN / Texas Instruments Incorporated
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
DOV / Dover Corporation
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
KLAC / KLA Corporation
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
LOW / Lowe's Companies, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
TSN / Tyson Foods, Inc.
ORCL / Oracle Corporation
FDS / FactSet Research Systems Inc.
HAS / Hasbro, Inc.
JKHY / Jack Henry & Associates, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ACIO / ETF Series Solutions - Aptus Collared Investment Opportunity ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
RTX / RTX Corporation
ELD / WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
WEC / WEC Energy Group, Inc.
ZTS / Zoetis Inc.
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
DGX / Quest Diagnostics Incorporated
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
CMA / Comerica Incorporated
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
LNT / Alliant Energy Corporation
IXG / iShares Trust - iShares Global Financials ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
TAP / Molson Coors Beverage Company
TRV / The Travelers Companies, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PKG / Packaging Corporation of America
DG / Dollar General Corporation
C / Citigroup Inc. - Corporate Bond/Note
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
BRK.B / Berkshire Hathaway Inc.
MAS / Masco Corporation
RBLX / Roblox Corporation
KRUZ / Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
PAYX / Paychex, Inc.
CLX / The Clorox Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CAT / Caterpillar Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
WBD / Warner Bros. Discovery, Inc.
SPY / SPDR S&P 500 ETF
NOW / ServiceNow, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IYW / iShares Trust - iShares U.S. Technology ETF
ROMO / Strategy Shares - Strategy Shares Newfound/ReSolve Robust Momentum ETF
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
ICE / Intercontinental Exchange, Inc.
LMT / Lockheed Martin Corporation
ALK / Alaska Air Group, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
CMI / Cummins Inc.
CABO / Cable One, Inc.
AVY / Avery Dennison Corporation
PPG / PPG Industries, Inc.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
ETSY / Etsy, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
DBND / DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF
AMT / American Tower Corporation
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
HD / The Home Depot, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
MFC / Manulife Financial Corporation
DLB / Dolby Laboratories, Inc.
NLOP / Net Lease Office Properties
SO / The Southern Company
VOX / Vanguard World Fund - Vanguard Communication Services ETF
GWW / W.W. Grainger, Inc.
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
NVT / nVent Electric plc
NDAQ / Nasdaq, Inc.
BMY / Bristol-Myers Squibb Company
GEV / GE Vernova Inc.
ABNB / Airbnb, Inc.
TD / The Toronto-Dominion Bank
ALC / Alcon Inc.
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SJM / The J. M. Smucker Company
DNOW / DNOW Inc.
BLDP / Ballard Power Systems Inc.
ACN / Accenture plc
EWW / iShares, Inc. - iShares MSCI Mexico ETF
WMB / The Williams Companies, Inc.
VLTO / Veralto Corporation
BDJ / BlackRock Enhanced Equity Dividend Trust
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
WSM / Williams-Sonoma, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
CGGR / Capital Group Growth ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
OEF / iShares Trust - iShares S&P 100 ETF
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
LEN / Lennar Corporation
AXS / AXIS Capital Holdings Limited
QMOM / EA Series Trust - Alpha Architect U.S. Quantitative Momentum ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
HBAN / Huntington Bancshares Incorporated
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IT / Gartner, Inc.
ISRG / Intuitive Surgical, Inc.
BROS / Dutch Bros Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
SWK / Stanley Black & Decker, Inc.
KMB / Kimberly-Clark Corporation
UA / Under Armour, Inc.
SCHW / The Charles Schwab Corporation
MSI / Motorola Solutions, Inc.
OKTA / Okta, Inc.
DHI / D.R. Horton, Inc.
NEWP / New Pacific Metals Corp.
NKLA / Nikola Corporation
META / Meta Platforms, Inc.
CMCSA / Comcast Corporation
NVDA / NVIDIA Corporation
WDC / Western Digital Corporation
NKLA / Nikola Corporation
SEE / Sealed Air Corporation
BURL / Burlington Stores, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
AXP / American Express Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AMZN / Amazon.com, Inc.
PSCH / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF
NFLX / Netflix, Inc.
GLD / SPDR Gold Trust
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TSLA / Tesla, Inc.
DDOG / Datadog, Inc.
LLY / Eli Lilly and Company
AAPL / Apple Inc.
LCID / Lucid Group, Inc.
BAC / Bank of America Corporation
MSFT / Microsoft Corporation
CHX / ChampionX Corporation
LHX / L3Harris Technologies, Inc.
GD / General Dynamics Corporation
AMGN / Amgen Inc.
MDB / MongoDB, Inc.
HON / Honeywell International Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
ADEA / Adeia Inc.
QQQ / Invesco QQQ Trust, Series 1
CRVS / Corvus Pharmaceuticals, Inc.
HEQT / Simplify Exchange Traded Funds - Simplify Hedged Equity ETF
WABC / Westamerica Bancorporation
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
CCOR / Listed Funds Trust - Core Alternative ETF
COLB / Columbia Banking System, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
TEAM / Atlassian Corporation
BA / The Boeing Company
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
FOX / Fox Corporation
RSG / Republic Services, Inc.
WY / Weyerhaeuser Company
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
V / Visa Inc.
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
JNJ / Johnson & Johnson
CRM / Salesforce, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
UBER / Uber Technologies, Inc.
AMD / Advanced Micro Devices, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
TGT / Target Corporation
LULU / lululemon athletica inc.
ADI / Analog Devices, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
GOOG / Alphabet Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
IXC / iShares Trust - iShares Global Energy ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
PYPL / PayPal Holdings, Inc.
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
IXN / iShares Trust - iShares Global Tech ETF
MU / Micron Technology, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
CRWD / CrowdStrike Holdings, Inc.
BAH / Booz Allen Hamilton Holding Corporation
GM / General Motors Company
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
DHR / Danaher Corporation
BXMX / Nuveen S&P 500 Buy-Write Income Fund
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
WM / Waste Management, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ADBE / Adobe Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
RMBS / Rambus Inc.
RPM / RPM International Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
QCOM / QUALCOMM Incorporated
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
IRDM / Iridium Communications Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
PANW / Palo Alto Networks, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
AXON / Axon Enterprise, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
COLM / Columbia Sportswear Company
MDY / SPDR S&P MidCap 400 ETF Trust
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
KO / The Coca-Cola Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
POR / Portland General Electric Company
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
DCI / Donaldson Company, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
KD / Kyndryl Holdings, Inc.
JEMA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders Emerging Markets Equity ETF
MRK / Merck & Co., Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TJX / The TJX Companies, Inc.
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
CVX / Chevron Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PKST / Peakstone Realty Trust
SCHQ / Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF
BKCI / BNY Mellon ETF Trust - BNY Mellon Concentrated International ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
UAL / United Airlines Holdings, Inc.
MBB / iShares Trust - iShares MBS ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
RSST / Tidal Trust II - Return Stacked U.S. Stocks & Managed Futures ETF
STT / State Street Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
DOW / Dow Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
NEE / NextEra Energy, Inc.
GE / General Electric Company
SABA / Saba Capital Income & Opportunities Fund II
PG / The Procter & Gamble Company
ARKK / ARK ETF Trust - ARK Innovation ETF
MELI / MercadoLibre, Inc.
HPQ / HP Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
CGUS / Capital Group Core Equity ETF
CTVA / Corteva, Inc.
INTU / Intuit Inc.
MCD / McDonald's Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XOM / Exxon Mobil Corporation
SPGI / S&P Global Inc.
STZ / Constellation Brands, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
TMUS / T-Mobile US, Inc.
VTRS / Viatris Inc.
CCL / Carnival Corporation & plc
APD / Air Products and Chemicals, Inc.
WMT / Walmart Inc.
NANC / Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
PSA / Public Storage
COST / Costco Wholesale Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CVS / CVS Health Corporation
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
AEP / American Electric Power Company, Inc.
KR / The Kroger Co.
APH / Amphenol Corporation
CHD / Church & Dwight Co., Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
GOOGL / Alphabet Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
UPS / United Parcel Service, Inc.
PNC / The PNC Financial Services Group, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
ADM / Archer-Daniels-Midland Company
WTW / Willis Towers Watson Public Limited Company
AMAT / Applied Materials, Inc.
MDT / Medtronic plc
MA / Mastercard Incorporated
IBIT / iShares Bitcoin Trust ETF
AWK / American Water Works Company, Inc.
ADP / Automatic Data Processing, Inc.
INTC / Intel Corporation
JPM / JPMorgan Chase & Co.
OMC / Omnicom Group Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ABBV / AbbVie Inc.
T / AT&T Inc.
SNAP / Snap Inc.