Market Value374,074,230
Total Holdings138
File Date2024-01-19
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)
AFL / Aflac Incorporated
ATVI / Activision Blizzard Inc
ALL / The Allstate Corporation
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
EA / Electronic Arts Inc.
AUR / Aurora Innovation, Inc.
ATR / AptarGroup, Inc.
MO / Altria Group, Inc.
AVY / Avery Dennison Corporation
ON / ON Semiconductor Corporation
LEO / BNY Mellon Strategic Municipals, Inc.
EMBC / Embecta Corp.
BMO / Bank of Montreal
B / Barrick Mining Corporation
CP / Canadian Pacific Kansas City Limited
UTF / Cohen & Steers Infrastructure Fund, Inc
CSGP / CoStar Group, Inc.
CPNG / Coupang, Inc.
DMRC / Digimarc Corporation
DPZ / Domino's Pizza, Inc.
DOCS / Doximity, Inc.
EME / EMCOR Group, Inc.
ENB / Enbridge Inc.
EVRG / Evergy, Inc.
FMC / FMC Corporation
FLT / Corpay, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
AMN / AMN Healthcare Services, Inc.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
ROK / Rockwell Automation, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
FTRE / Fortrea Holdings Inc.
GPC / Genuine Parts Company
DNA / Ginkgo Bioworks Holdings, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
INSG / Inseego Corp.
IART / Integra LifeSciences Holdings Corporation
NTLA / Intellia Therapeutics, Inc.
IPG / The Interpublic Group of Companies, Inc.
VKQ / Invesco Municipal Trust
VGM / Invesco Trust for Investment Grade Municipals
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
MDT / Medtronic plc
TIP / iShares Trust - iShares TIPS Bond ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IWV / iShares Trust - iShares Russell 3000 ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
MBB / iShares Trust - iShares MBS ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
CVNA / Carvana Co.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
FE / FirstEnergy Corp.
FWONK / Formula One Group
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
LTRPA / Liberty TripAdvisor Holdings, Inc.
LOW / Lowe's Companies, Inc.
MCN / XAI Madison Equity Premium Income Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
NTR / Nutrien Ltd.
OXY / Occidental Petroleum Corporation
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
OGN / Organon & Co.
PH / Parker-Hannifin Corporation
POR / Portland General Electric Company
PLD / Prologis, Inc.
RIVN / Rivian Automotive, Inc.
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
NANR / SPDR Index Shares Funds - SPDR S&P North American Natural Resources ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
SAIC / Science Applications International Corporation
SGEN / Seagen Inc
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
HQH / Abrdn Healthcare Investors
TTD / The Trade Desk, Inc.
TMO / Thermo Fisher Scientific Inc.
GLD / SPDR Gold Trust
UTHR / United Therapeutics Corporation
UNH / UnitedHealth Group Incorporated
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VMW / Vmware Inc. - Class A
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
ZBRA / Zebra Technologies Corporation
K / Kellanova
ETN / Eaton Corporation plc
UBS / UBS Group AG
CHKP / Check Point Software Technologies Ltd.
KO / The Coca-Cola Company
AXP / American Express Company
ES / Eversource Energy
MLM / Martin Marietta Materials, Inc.
VZ / Verizon Communications Inc.
MSFT / Microsoft Corporation
NZF / Nuveen Municipal Credit Income Fund
WBD / Warner Bros. Discovery, Inc.
XEL / Xcel Energy Inc.
GOOGL / Alphabet Inc.
LEVI / Levi Strauss & Co.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
UNP / Union Pacific Corporation
EXPD / Expeditors International of Washington, Inc.
IP / International Paper Company
KR / The Kroger Co.
BIO / Bio-Rad Laboratories, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
RZG / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Growth ETF
BRK.A / Berkshire Hathaway Inc.
DE / Deere & Company
VSTO / Vista Outdoor Inc.
ZBH / Zimmer Biomet Holdings, Inc.
CTAS / Cintas Corporation
NEE.PRN / NextEra Energy Capital Holdings, Inc. - Corporate Bond/Note
PYPL / PayPal Holdings, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
LNT / Alliant Energy Corporation
OTIS / Otis Worldwide Corporation
HD / The Home Depot, Inc.
MCO / Moody's Corporation
ACN / Accenture plc
NDAQ / Nasdaq, Inc.
ODFL / Old Dominion Freight Line, Inc.
CSX / CSX Corporation
PANW / Palo Alto Networks, Inc.
KHC / The Kraft Heinz Company
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
GBX / The Greenbrier Companies, Inc.
HCA / HCA Healthcare, Inc.
LW / Lamb Weston Holdings, Inc.
TSEM / Tower Semiconductor Ltd.
BDX / Becton, Dickinson and Company
GTLB / GitLab Inc.
EBAY / eBay Inc.
TTEK / Tetra Tech, Inc.
PM / Philip Morris International Inc.
REZI / Resideo Technologies, Inc.
BWXT / BWX Technologies, Inc.
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
COST / Costco Wholesale Corporation
PFG / Principal Financial Group, Inc.
ELV / Elevance Health, Inc.
AZO / AutoZone, Inc.
SUI / Sun Communities, Inc.
MS / Morgan Stanley
NSP / Insperity, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
WTW / Willis Towers Watson Public Limited Company
TSLA / Tesla, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
LLY / Eli Lilly and Company
WM / Waste Management, Inc.
H / Hyatt Hotels Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ITW / Illinois Tool Works Inc.
HUM / Humana Inc.
IVZ / Invesco Ltd.
VUG / Vanguard Index Funds - Vanguard Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
ORCL / Oracle Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MAS / Masco Corporation
XOM / Exxon Mobil Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
CL / Colgate-Palmolive Company
WFC / Wells Fargo & Company
XRAY / DENTSPLY SIRONA Inc.
MMS / Maximus, Inc.
INTC / Intel Corporation
TXN / Texas Instruments Incorporated
ABT / Abbott Laboratories
SSNC / SS&C Technologies Holdings, Inc.
PEP / PepsiCo, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
GPN / Global Payments Inc.
MPC / Marathon Petroleum Corporation
GXO / GXO Logistics, Inc.
LDOS / Leidos Holdings, Inc.
NFE / New Fortress Energy Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
TRP / TC Energy Corporation
JNJ / Johnson & Johnson
C.WSA / Citigroup, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
NTRS / Northern Trust Corporation
DIS / The Walt Disney Company
CTRA / Coterra Energy Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
AEE / Ameren Corporation
HAS / Hasbro, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
DG / Dollar General Corporation
PARA / Paramount Global
LH / Labcorp Holdings Inc.
CHK / Chesapeake Energy Corporation
COR / Cencora, Inc.
NOW / ServiceNow, Inc.
PAYX / Paychex, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BK / The Bank of New York Mellon Corporation
MDLZ / Mondelez International, Inc.
PFE / Pfizer Inc.
W / Wayfair Inc.
NET / Cloudflare, Inc.
FSLR / First Solar, Inc.
QCOM / QUALCOMM Incorporated
NI / NiSource Inc.
AMZN / Amazon.com, Inc.
ABNB / Airbnb, Inc.
CME / CME Group Inc.
BR / Broadridge Financial Solutions, Inc.
CR / Crane Company
INTU / Intuit Inc.
RXO / RXO, Inc.
MTD / Mettler-Toledo International Inc.
AWK / American Water Works Company, Inc.
XPO / XPO, Inc.
ABBV / AbbVie Inc.
WY / Weyerhaeuser Company
META / Meta Platforms, Inc.
GLBE / Global-E Online Ltd.
CLX / The Clorox Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
GOOG / Alphabet Inc.
ETSY / Etsy, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
QQQ / Invesco QQQ Trust, Series 1
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
HON / Honeywell International Inc.
PNC / The PNC Financial Services Group, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SSD / Simpson Manufacturing Co., Inc.
MSM / MSC Industrial Direct Co., Inc.
CSCO / Cisco Systems, Inc.
EEFT / Euronet Worldwide, Inc.
MRK / Merck & Co., Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
SYY / Sysco Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
WAT / Waters Corporation
DVY / iShares Trust - iShares Select Dividend ETF
BRK.B / Berkshire Hathaway Inc.
NVST / Envista Holdings Corporation
HBI / Hanesbrands Inc.
KLAC / KLA Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VPG / Vishay Precision Group, Inc.
SEIC / SEI Investments Company
PG / The Procter & Gamble Company
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SBUX / Starbucks Corporation
MCD / McDonald's Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
WOOD / iShares Trust - iShares Global Timber & Forestry ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
HDV / iShares Trust - iShares Core High Dividend ETF
WST / West Pharmaceutical Services, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
DOV / Dover Corporation
UA / Under Armour, Inc.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
NWE / NorthWestern Energy Group, Inc.
RSG / Republic Services, Inc.
EXR / Extra Space Storage Inc.
HII / Huntington Ingalls Industries, Inc.
MRNA / Moderna, Inc.
TGT / Target Corporation
ADI / Analog Devices, Inc.
FRT / Federal Realty Investment Trust
ZTS / Zoetis Inc.
IAC / IAC Inc.
GD / General Dynamics Corporation
JPM / JPMorgan Chase & Co.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GM / General Motors Company
ADBE / Adobe Inc.
AAPL / Apple Inc.
MU / Micron Technology, Inc.
HAIN / The Hain Celestial Group, Inc.
BA / The Boeing Company
BFLY / Butterfly Network, Inc.
CMCSA / Comcast Corporation
FDX / FedEx Corporation
PVH / PVH Corp.
BAC / Bank of America Corporation
ICLN / iShares Trust - iShares Global Clean Energy ETF
ALLE / Allegion plc
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CVX / Chevron Corporation
MA / Mastercard Incorporated
SWKS / Skyworks Solutions, Inc.
CHWY / Chewy, Inc.
AVB / AvalonBay Communities, Inc.
QS / QuantumScape Corporation
ET / Energy Transfer LP - Limited Partnership
TIPX / SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
BMY / Bristol-Myers Squibb Company
REGN / Regeneron Pharmaceuticals, Inc.
JBTM / JBT Marel Corporation
SEDG / SolarEdge Technologies, Inc.
FFIV / F5, Inc.
CNC / Centene Corporation
EXPE / Expedia Group, Inc.
DOW / Dow Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
RPM / RPM International Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
HUBB / Hubbell Incorporated
DUK / Duke Energy Corporation
CXT / Crane NXT, Co.
ROP / Roper Technologies, Inc.
WSM / Williams-Sonoma, Inc.
CMC / Commercial Metals Company
IBM / International Business Machines Corporation
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
SNPS / Synopsys, Inc.
GGG / Graco Inc.
WKC / World Kinect Corporation
GIS / General Mills, Inc.
STZ / Constellation Brands, Inc.
MAR / Marriott International, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
KNX / Knight-Swift Transportation Holdings Inc.
LBRDK / Liberty Broadband Corporation
NSC / Norfolk Southern Corporation
SPGI / S&P Global Inc.
FI / Fiserv, Inc.
STT / State Street Corporation
FITB / Fifth Third Bancorp
MAT / Mattel, Inc.
IRM / Iron Mountain Incorporated
ICE / Intercontinental Exchange, Inc.
APD / Air Products and Chemicals, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
A / Agilent Technologies, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
WHR / Whirlpool Corporation
NUE / Nucor Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
BROS / Dutch Bros Inc.
WES / Western Midstream Partners, LP - Limited Partnership
F / Ford Motor Company
CTVA / Corteva, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IBB / iShares Trust - iShares Biotechnology ETF
LLYVA / Liberty Live Group
TJX / The TJX Companies, Inc.
CMI / Cummins Inc.
ADSK / Autodesk, Inc.
EMN / Eastman Chemical Company
VFC / V.F. Corporation
AOS / A. O. Smith Corporation
OMC / Omnicom Group Inc.
EPC / Edgewell Personal Care Company
FICO / Fair Isaac Corporation
AFRM / Affirm Holdings, Inc.
COP / ConocoPhillips
LANC / Lancaster Colony Corporation
TT / Trane Technologies plc
TSN / Tyson Foods, Inc.
WMB / The Williams Companies, Inc.
ISRG / Intuitive Surgical, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
EMR / Emerson Electric Co.
CVS / CVS Health Corporation
WMT / Walmart Inc.
SPY / SPDR S&P 500 ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AGR / Avangrid, Inc.
EW / Edwards Lifesciences Corporation
YUM / Yum! Brands, Inc.
RTX / RTX Corporation
AMGN / Amgen Inc.
GE / General Electric Company
GEHC / GE HealthCare Technologies Inc.
RBLX / Roblox Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
LYB / LyondellBasell Industries N.V.
IYE / iShares Trust - iShares U.S. Energy ETF
TMUS / T-Mobile US, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
PSTG / Pure Storage, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SYK / Stryker Corporation
TFX / Teleflex Incorporated
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
MWA / Mueller Water Products, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VNT / Vontier Corporation
NVDA / NVIDIA Corporation
STLD / Steel Dynamics, Inc.
C / Citigroup Inc. - Corporate Bond/Note
ILMN / Illumina, Inc.
ST / Sensata Technologies Holding plc
SANA / Sana Biotechnology, Inc.
FTV / Fortive Corporation
BEN / Franklin Resources, Inc.
MCHP / Microchip Technology Incorporated
CTSH / Cognizant Technology Solutions Corporation
ERIE / Erie Indemnity Company
TRI / Thomson Reuters Corporation
BKNG / Booking Holdings Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
CB / Chubb Limited
NXPI / NXP Semiconductors N.V.
CARR / Carrier Global Corporation
SQ / Block, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
FAF / First American Financial Corporation
NFLX / Netflix, Inc.
THG / The Hanover Insurance Group, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
COLM / Columbia Sportswear Company
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
AMD / Advanced Micro Devices, Inc.
HPE / Hewlett Packard Enterprise Company
SHW / The Sherwin-Williams Company
AMAT / Applied Materials, Inc.
NOC / Northrop Grumman Corporation
NEOG / Neogen Corporation
CRM / Salesforce, Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
EOG / EOG Resources, Inc.
SO / The Southern Company
CDNS / Cadence Design Systems, Inc.
SNOW / Snowflake Inc.
FWRD / Forward Air Corporation
T / AT&T Inc.
UBER / Uber Technologies, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
GLW / Corning Incorporated
KMI / Kinder Morgan, Inc.
DELL / Dell Technologies Inc.
J / Jacobs Solutions Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MMC / Marsh & McLennan Companies, Inc.
V / Visa Inc.
XHS / SPDR Series Trust - SPDR S&P Health Care Services ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
AMT / American Tower Corporation
UNM / Unum Group
MET / MetLife, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
SHOP / Shopify Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ETR / Entergy Corporation
PSA / Public Storage
FDS / FactSet Research Systems Inc.
LIN / Linde plc
ORLY / O'Reilly Automotive, Inc.
BAX / Baxter International Inc.
KTB / Kontoor Brands, Inc.
GILD / Gilead Sciences, Inc.
TROW / T. Rowe Price Group, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
MNST / Monster Beverage Corporation
SWK / Stanley Black & Decker, Inc.
LMT / Lockheed Martin Corporation
ONLN / ProShares Trust - ProShares Online Retail ETF
UPS / United Parcel Service, Inc.
SPG / Simon Property Group, Inc.
ALC / Alcon Inc.
SON / Sonoco Products Company
WABC / Westamerica Bancorporation
MELI / MercadoLibre, Inc.
PEG / Public Service Enterprise Group Incorporated
GNRC / Generac Holdings Inc.
CHTR / Charter Communications, Inc.
MMM / 3M Company
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
REYN / Reynolds Consumer Products Inc.
DBX / Dropbox, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
NKE / NIKE, Inc.
GS / The Goldman Sachs Group, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
FWONA / Formula One Group
USB / U.S. Bancorp
DASH / DoorDash, Inc.
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
HPQ / HP Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
BATRK / Atlanta Braves Holdings, Inc.
SRE / Sempra
CAT / Caterpillar Inc.
CNP / CenterPoint Energy, Inc.
FCX / Freeport-McMoRan Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
EFX / Equifax Inc.
HSY / The Hershey Company
PRU / Prudential Financial, Inc.
COIN / Coinbase Global, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
SCHW / The Charles Schwab Corporation
AEP / American Electric Power Company, Inc.
BSX / Boston Scientific Corporation
ASTE / Astec Industries, Inc.
JCI / Johnson Controls International plc
CMG / Chipotle Mexican Grill, Inc.
ADM / Archer-Daniels-Midland Company
IR / Ingersoll Rand Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
MCK / McKesson Corporation
ASIX / AdvanSix Inc.
ECL / Ecolab Inc.
BATRA / Atlanta Braves Holdings, Inc.
SNDL / SNDL Inc.
GRAB / Grab Holdings Limited
ADP / Automatic Data Processing, Inc.
NVR / NVR, Inc.
IOT / Samsara Inc.
QRTEA / Qurate Retail Inc - Series A
CRL / Charles River Laboratories International, Inc.
ZM / Zoom Communications Inc.
KMX / CarMax, Inc.
KD / Kyndryl Holdings, Inc.
GTX / Garrett Motion Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
PPG / PPG Industries, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
AGL / agilon health, inc.
TXG / 10x Genomics, Inc.
PCOR / Procore Technologies, Inc.