Market Value115,433,411
Total Holdings388
File Date2025-05-15
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
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Current
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FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
US00902F2048 / AINOS INC
SPH / Suburban Propane Partners, L.P. - Limited Partnership
DAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - August
PORTMAN RIDGE FIN CORP COM NEW / CEF (73688F102)
GSL / Global Ship Lease, Inc.
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
ON / ON Semiconductor Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CENN / Cenntro Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
NVDA / NVIDIA Corporation
MAS / Masco Corporation
META / Meta Platforms, Inc.
COP / ConocoPhillips
BAC / Bank of America Corporation
AMD / Advanced Micro Devices, Inc.
MRNA / Moderna, Inc.
YUM / Yum! Brands, Inc.
GOOG / Alphabet Inc.
LLY / Eli Lilly and Company
AVGO / Broadcom Inc.
EMBC / Embecta Corp.
IBB / iShares Trust - iShares Biotechnology ETF
PLTR / Palantir Technologies Inc.
CRWD / CrowdStrike Holdings, Inc.
TSLA / Tesla, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
BA / The Boeing Company
XHE / SPDR Series Trust - SPDR S&P Health Care Equipment ETF
GLD / SPDR Gold Trust
APH / Amphenol Corporation
QRVO / Qorvo, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
WAL / Western Alliance Bancorporation
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
DRLL / EA Series Trust - Strive U.S. Energy ETF
WPC / W. P. Carey Inc.
QCOM / QUALCOMM Incorporated
DTE / DTE Energy Company
BK / The Bank of New York Mellon Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
DSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - September
STLD / Steel Dynamics, Inc.
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July
DBAW / DBX ETF Trust - Xtrackers MSCI All World ex US Hedged Equity ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
PPH / VanEck ETF Trust - VanEck Pharmaceutical ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
V / Visa Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IMO / Imperial Oil Limited
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF
PWR / Quanta Services, Inc.
GOF / Guggenheim Strategic Opportunities Fund
VGT / Vanguard World Fund - Vanguard Information Technology ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
PTY / PIMCO Corporate & Income Opportunity Fund
EQWL / Invesco Exchange-Traded Fund Trust - Invesco S&P 100 Equal Weight ETF
COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
BRSP / BrightSpire Capital, Inc.
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
SOLV / Solventum Corporation
BBDC / Barings BDC, Inc.
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
DDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December
MMC / Marsh & McLennan Companies, Inc.
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
CMC / Commercial Metals Company
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ROK / Rockwell Automation, Inc.
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
BRK.B / Berkshire Hathaway Inc.
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
IYF / iShares Trust - iShares U.S. Financials ETF
ADBE / Adobe Inc.
AUSF / Global X Funds - Global X Adaptive U.S. Factor ETF
WMT / Walmart Inc.
OXLC / Oxford Lane Capital Corp.
ALB / Albemarle Corporation
9987 / Yum China Holdings, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
EVRG / Evergy, Inc.
LCID / Lucid Group, Inc.
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF
CARR / Carrier Global Corporation
DMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - March
ODFL / Old Dominion Freight Line, Inc.
PSCQ / Pacer Funds Trust - Pacer Swan SOS Conservative (October) ETF
SHW / The Sherwin-Williams Company
PEXL / Pacer Funds Trust - Pacer US Export Leaders ETF
CRPT / First Trust SkyBridge Crypto Industry and Digital Economy ETF
TMO / Thermo Fisher Scientific Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
TBPH / Theravance Biopharma, Inc.
RTX / RTX Corporation
EOG / EOG Resources, Inc.
LNT / Alliant Energy Corporation
GEV / GE Vernova Inc.
GSBD / Goldman Sachs BDC, Inc.
NFLX / Netflix, Inc.
KR / The Kroger Co.
WMB / The Williams Companies, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
SLVM / Sylvamo Corporation
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
ICLR / ICON Public Limited Company
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
IXN / iShares Trust - iShares Global Tech ETF
HUBB / Hubbell Incorporated
FSK / FS KKR Capital Corp.
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
QTWO / Q2 Holdings, Inc.
EPR / EPR Properties
DEO / Diageo plc - Depositary Receipt (Common Stock)
FTXN / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Oil & Gas ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
MAR / Marriott International, Inc.
WFC / Wells Fargo & Company
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
EPD / Enterprise Products Partners L.P. - Limited Partnership
PNC / The PNC Financial Services Group, Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
TOL / Toll Brothers, Inc.
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
GRMN / Garmin Ltd.
UTES / ETFis Series Trust I - Virtus Reaves Utilities ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
4PPL / PPL Corporation
SPGI / S&P Global Inc.
XMVM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Value with Momentum ETF
DJTW.W / Trump Media & Technology Group Corp. - Equity Warrant
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
ABBV / AbbVie Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
BOUT / Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ETH / Grayscale Ethereum Mini Trust ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
SEDG / SolarEdge Technologies, Inc.
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund
MRK / Merck & Co., Inc.
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
EIS / iShares, Inc. - iShares MSCI Israel ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
CWS / AdvisorShares Trust - AdvisorShares Focused Equity ETF
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
DEED / First Trust Exchange-Traded Fund VIII - First Trust TCW Securitized Plus ETF
NUE / Nucor Corporation
IONQ / IonQ, Inc.
COST / Costco Wholesale Corporation
OSCR / Oscar Health, Inc.
ANET / Arista Networks Inc
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
QQXT / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Ex-Technology Sector Index Fund
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
HRZN / Horizon Technology Finance Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
PEG / Public Service Enterprise Group Incorporated
ETHE / Grayscale Ethereum Trust
UNH / UnitedHealth Group Incorporated
IUS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI Strategic US ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
VZ / Verizon Communications Inc.
HTGC / Hercules Capital, Inc.
FRO / Frontline plc
IVV / iShares Trust - iShares Core S&P 500 ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
USA / Liberty All-Star Equity Fund
IAK / iShares Trust - iShares U.S. Insurance ETF
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
JETS / ETF Series Solutions - U.S. Global Jets ETF
DSL / DoubleLine Income Solutions Fund
HDV / iShares Trust - iShares Core High Dividend ETF
NXPI / NXP Semiconductors N.V.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
NLY / Annaly Capital Management, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
BKR / Baker Hughes Company
DMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - May
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
LMT / Lockheed Martin Corporation
JXI / iShares Trust - iShares Global Utilities ETF
CSQ / Calamos Strategic Total Return Fund
IAU / iShares Gold Trust
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
VSMV / Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
FELG / Fidelity Covington Trust - Enhanced Large Cap Growth ETF
PANW / Palo Alto Networks, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
PYPL / PayPal Holdings, Inc.
DVN / Devon Energy Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MEHCQ / Chrome Holding Co.
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
SLV / iShares Silver Trust
ET / Energy Transfer LP - Limited Partnership
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
NARI / Inari Medical, Inc.
RS / Reliance, Inc.
XPH / SPDR Series Trust - SPDR S&P Pharmaceuticals ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
AKBA / Akebia Therapeutics, Inc.
VST / Vistra Corp.
FLJH / Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
EVX / VanEck ETF Trust - VanEck Environmental Services ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IXC / iShares Trust - iShares Global Energy ETF
NRG / NRG Energy, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
MSFT / Microsoft Corporation
MPLX / MPLX LP - Limited Partnership
SPXE / ProShares Trust - ProShares S&P 500 Ex-Energy ETF
SQ / Block, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ONEV / SPDR Series Trust - SPDR Russell 1000 Low Volatility Focus ETF
BITB / Bitwise Bitcoin ETF Trust
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
KRP / Kimbell Royalty Partners, LP - Limited Partnership
VAL.WS / Valaris Limited - Equity Warrant
DNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - November
VFH / Vanguard World Fund - Vanguard Financials ETF
NLOP / Net Lease Office Properties
FE / FirstEnergy Corp.
DIS / The Walt Disney Company
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
SNOW / Snowflake Inc.
HD / The Home Depot, Inc.
HWM / Howmet Aerospace Inc.
NOC / Northrop Grumman Corporation
UBER / Uber Technologies, Inc.
ETN / Eaton Corporation plc
THNQ / Exchange Traded Concepts Trust - ROBO Global Artificial Intelligence ETF
JPM / JPMorgan Chase & Co.
CRM / Salesforce, Inc.
MMM / 3M Company
TEL / TE Connectivity plc
DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October
VDE / Vanguard World Fund - Vanguard Energy ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
PRN / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Industrials Momentum ETF
BITO / ProShares Trust - ProShares Bitcoin ETF
QQQ / Invesco QQQ Trust, Series 1
DJT / Trump Media & Technology Group Corp.
LULU / lululemon athletica inc.
LOW / Lowe's Companies, Inc.
JNJ / Johnson & Johnson
TTD / The Trade Desk, Inc.
SBUX / Starbucks Corporation
CGC / Canopy Growth Corporation
GOOGL / Alphabet Inc.
KO / The Coca-Cola Company
ECL / Ecolab Inc.
GNRC / Generac Holdings Inc.
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
FAD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Growth AlphaDEX Fund
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
IWL / iShares Trust - iShares Russell Top 200 ETF
DUK / Duke Energy Corporation
CSF / Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
GM / General Motors Company
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
VUSE / ETF Series Solutions - Vident U.S. Equity Strategy ETF
DFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - February
DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
AHR / American Healthcare REIT, Inc.
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF
BUFT / First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Defensive ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
IGR / CBRE Global Real Estate Income Fund
TIP / iShares Trust - iShares TIPS Bond ETF
AGNC / AGNC Investment Corp.
FSMD / Fidelity Covington Trust - Fidelity Small-Mid Multifactor ETF
URI / United Rentals, Inc.
ACB / Aurora Cannabis Inc.
TROX / Tronox Holdings plc
OEF / iShares Trust - iShares S&P 100 ETF
CAT / Caterpillar Inc.
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
BTOP / Bitwise Funds Trust - Bitwise Trendwise BTC/ETH and Treasuries Rotation Strategy ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
UAMY / United States Antimony Corporation
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
SFY / Tidal Trust I - SoFi Select 500 ETF
CEG / Constellation Energy Corporation
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
HIO / Western Asset High Income Opportunity Fund Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
HESM / Hess Midstream LP
INTU / Intuit Inc.
MATX / Matson, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CVX / Chevron Corporation
MHK / Mohawk Industries, Inc.
SPY / SPDR S&P 500 ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
WBD / Warner Bros. Discovery, Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
KEY / KeyCorp
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BTC / Grayscale Bitcoin Mini Trust
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
OXY / Occidental Petroleum Corporation
NIO / NIO Inc. - Depositary Receipt (Common Stock)
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
AMZN / Amazon.com, Inc.
DJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - June
COIN / Coinbase Global, Inc.
ENPH / Enphase Energy, Inc.
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
IYG / iShares Trust - iShares U.S. Financial Services ETF
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
XOM / Exxon Mobil Corporation
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
IYW / iShares Trust - iShares U.S. Technology ETF
LUV / Southwest Airlines Co.
VUG / Vanguard Index Funds - Vanguard Growth ETF
F / Ford Motor Company
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
EXC / Exelon Corporation
CI / The Cigna Group
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
MA / Mastercard Incorporated
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
TRGP / Targa Resources Corp.
IPG / The Interpublic Group of Companies, Inc.
ETR / Entergy Corporation
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
AAL / American Airlines Group Inc.
GEHC / GE HealthCare Technologies Inc.
SPOT / Spotify Technology S.A.
PJT / PJT Partners Inc.
SO / The Southern Company
KMI / Kinder Morgan, Inc.
AMGN / Amgen Inc.
CHPT / ChargePoint Holdings, Inc.
INVA / Innoviva, Inc.
PNW / Pinnacle West Capital Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
AAPL / Apple Inc.
ZBH / Zimmer Biomet Holdings, Inc.
CMG / Chipotle Mexican Grill, Inc.
CMS / CMS Energy Corporation