Market Value1,301,704,000
Total Holdings522
File Date2022-05-12
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)
WM / Waste Management, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
ZS / Zscaler, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PSX / Phillips 66
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
SBUX / Starbucks Corporation
HON / Honeywell International Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
RNA / Avidity Biosciences, Inc.
ABBV / AbbVie Inc.
ET / Energy Transfer LP - Limited Partnership
ROK / Rockwell Automation, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
ADSK / Autodesk, Inc.
ANET / Arista Networks Inc
TJX / The TJX Companies, Inc.
EW / Edwards Lifesciences Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
STX / Seagate Technology Holdings plc
PYPL / PayPal Holdings, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BRK.A / Berkshire Hathaway Inc.
DUK / Duke Energy Corporation
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
VRTX / Vertex Pharmaceuticals Incorporated
VUG / Vanguard Index Funds - Vanguard Growth ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IQDF / FlexShares Trust - FlexShares International Quality Dividend Index Fund
MRVL / Marvell Technology, Inc.
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
NSL / Nuveen Senior Income Fund
MOS / The Mosaic Company
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
WAB / Westinghouse Air Brake Technologies Corporation
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
QGEN / Qiagen N.V.
RIG / Transocean Ltd.
AAWW / Atlas Air Worldwide Holdings Inc.
KZR / Kezar Life Sciences, Inc.
FAX / Abrdn Asia-Pacific Income Fund Inc
BMO / Bank of Montreal
IBB / iShares Trust - iShares Biotechnology ETF
GT / The Goodyear Tire & Rubber Company
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
BP / BP p.l.c. - Depositary Receipt (Common Stock)
LUMN / Lumen Technologies, Inc.
MCD / McDonald's Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
NLY / Annaly Capital Management, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
VEEV / Veeva Systems Inc.
VGM / Invesco Trust for Investment Grade Municipals
CMCSA / Comcast Corporation
JPM / JPMorgan Chase & Co.
MA / Mastercard Incorporated
QCOM / QUALCOMM Incorporated
BNDD / KraneShares Trust - Quadratic Deflation ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
BAM / Brookfield Asset Management Ltd.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
WFC / Wells Fargo & Company
JNJ / Johnson & Johnson
PFE / Pfizer Inc.
LIN / Linde plc
JCI / Johnson Controls International plc
DAL / Delta Air Lines, Inc.
WMT / Walmart Inc.
CTSH / Cognizant Technology Solutions Corporation
PEP / PepsiCo, Inc.
LHX / L3Harris Technologies, Inc.
KEY / KeyCorp
AON / Aon plc
SFL / SFL Corporation Ltd.
CIEN / Ciena Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CSCO / Cisco Systems, Inc.
CSX / CSX Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
DD / DuPont de Nemours, Inc.
HSY / The Hershey Company
GILD / Gilead Sciences, Inc.
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
GIS / General Mills, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
TRV / The Travelers Companies, Inc.
CTVA / Corteva, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
CAT / Caterpillar Inc.
MBB / iShares Trust - iShares MBS ETF
LOW / Lowe's Companies, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
UNP / Union Pacific Corporation
RITM / Rithm Capital Corp.
APD / Air Products and Chemicals, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TIP / iShares Trust - iShares TIPS Bond ETF
SYY / Sysco Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
UPS / United Parcel Service, Inc.
GGN / GAMCO Global Gold, Natural Resources & Income Trust
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
NET / Cloudflare, Inc.
CQQQ / Invesco Exchange-Traded Fund Trust II - Invesco China Technology ETF
MMC / Marsh & McLennan Companies, Inc.
TSLA / Tesla, Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
HALO / Halozyme Therapeutics, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
QQQ / Invesco QQQ Trust, Series 1
CCL / Carnival Corporation & plc
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
OKE / ONEOK, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
PGR / The Progressive Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
ANSS / ANSYS, Inc.
MRK / Merck & Co., Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
INO / Inovio Pharmaceuticals, Inc.
PECO / Phillips Edison & Company, Inc.
XOS / Xos, Inc.
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
VNM / VanEck ETF Trust - VanEck Vietnam ETF
IPG / The Interpublic Group of Companies, Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
NTRS / Northern Trust Corporation
SHV / iShares Trust - iShares Short Treasury Bond ETF
HYEM / VanEck ETF Trust - VanEck Emerging Markets High Yield Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SYK / Stryker Corporation
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
ROM / ProShares Trust - ProShares Ultra Technology
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
AWF / AllianceBernstein Global High Income Fund
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
OEF / iShares Trust - iShares S&P 100 ETF
BOH / Bank of Hawaii Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
NEE / NextEra Energy, Inc.
AMGN / Amgen Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
ALK / Alaska Air Group, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
MDT / Medtronic plc
SNAP / Snap Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
PH / Parker-Hannifin Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
USB / U.S. Bancorp
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
FCX / Freeport-McMoRan Inc.
F / Ford Motor Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
TECH / Bio-Techne Corporation
IXJ / iShares Trust - iShares Global Healthcare ETF
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
IDLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ARB / AltShares Trust - AltShares Merger Arbitrage ETF
BBY / Best Buy Co., Inc.
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
EOG / EOG Resources, Inc.
PLTR / Palantir Technologies Inc.
SLB / Schlumberger Limited
LTHM / Livent Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DVN / Devon Energy Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
COP / ConocoPhillips
CLX / The Clorox Company
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
MLM / Martin Marietta Materials, Inc.
ORCL / Oracle Corporation
COIN / Coinbase Global, Inc.
D / Dominion Energy, Inc.
EXPD / Expeditors International of Washington, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
LH / Labcorp Holdings Inc.
OYST / Oyster Point Pharma Inc
DOW / Dow Inc.
CMDY / iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF
CMF / iShares Trust - iShares California Muni Bond ETF
GLD / SPDR Gold Trust
WELL / Welltower Inc.
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
TTD / The Trade Desk, Inc.
ECL / Ecolab Inc.
ICVT / iShares Trust - iShares Convertible Bond ETF
GNOG / Golden Nugget Online Gaming Inc - Class A
CME / CME Group Inc.
AAPL / Apple Inc.
GOOGL / Alphabet Inc.
PPG / PPG Industries, Inc.
WBA / Walgreens Boots Alliance, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
DIS / The Walt Disney Company
NVDA / NVIDIA Corporation
ADBE / Adobe Inc.
LYB / LyondellBasell Industries N.V.
/ iShares Morningstar Mid-Cap Value ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
CXSE / WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund
SE / Sea Limited - Depositary Receipt (Common Stock)
WDFC / WD-40 Company
IP / International Paper Company
CERN / Cerner Corp.
DBB / Invesco DB Multi-Sector Commodity Trust - Invesco DB Base Metals Fund
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
ITW / Illinois Tool Works Inc.
DISCA / Discovery Inc - Class A
EWU / iShares Trust - iShares MSCI United Kingdom ETF
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
ASAN / Asana, Inc.
MUI / BlackRock Municipal Income Fund, Inc.
UYG / ProShares Trust - ProShares Ultra Financials
IFN / The India Fund, Inc.
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
MNDY / monday.com Ltd.
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
ATHX / Athersys, Inc.
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
TWLO / Twilio Inc.
TWTR / Twitter Inc
AMZN / Amazon.com, Inc.
AMT / American Tower Corporation
UDOW / ProShares Trust - ProShares UltraPro Dow30
IXG / iShares Trust - iShares Global Financials ETF
HYLD / Exchange Listed Funds Trust - High Yield ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
RYT / Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Technology ETF
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
LQDH / iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF
IETC / iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF
FLC / Flaherty & Crumrine Total Return Fund Inc.
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
38286T101 / Gores Holdings VII Inc
HYGV / FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund
HPS / John Hancock Preferred Income Fund III
XHS / SPDR Series Trust - SPDR S&P Health Care Services ETF
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
APPN / Appian Corporation
IGBH / iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF
XRT / SPDR Series Trust - SPDR S&P Retail ETF
O / Realty Income Corporation
VALE / Vale S.A. - Depositary Receipt (Common Stock)
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
SFT / Shift Technologies Inc - Class A
HASI / HA Sustainable Infrastructure Capital, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
ORLY / O'Reilly Automotive, Inc.
HPQ / HP Inc.
SQ / Block, Inc.
BA / The Boeing Company
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
SCHW / The Charles Schwab Corporation
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
EWW / iShares, Inc. - iShares MSCI Mexico ETF
IYE / iShares Trust - iShares U.S. Energy ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
AFRM / Affirm Holdings, Inc.
MDB / MongoDB, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
IXN / iShares Trust - iShares Global Tech ETF
XES / SPDR Series Trust - SPDR S&P Oil & Gas Equipment & Services ETF
SOXX / iShares Trust - iShares Semiconductor ETF
TECK / Teck Resources Limited
FIS / Fidelity National Information Services, Inc.
UPST / Upstart Holdings, Inc.
BAC / Bank of America Corporation
SILJ / Amplify ETF Trust - Amplify Junior Silver Miners ETF
HAL / Halliburton Company
BHG / Bright Health Group, Inc.
SNA / Snap-on Incorporated
FAST / Fastenal Company
NOC / Northrop Grumman Corporation
ATVI / Activision Blizzard Inc
TY / Tri-Continental Corporation
LEO / BNY Mellon Strategic Municipals, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
XPH / SPDR Series Trust - SPDR S&P Pharmaceuticals ETF
ZBH / Zimmer Biomet Holdings, Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
CRM / Salesforce, Inc.
DDOG / Datadog, Inc.
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
HZNP / Horizon Therapeutics Plc
NSC / Norfolk Southern Corporation
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
ICLR / ICON Public Limited Company
IEUR / iShares Trust - iShares Core MSCI Europe ETF
AIG / American International Group, Inc.
GOOG / Alphabet Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
ADVM / Adverum Biotechnologies, Inc.
OIH / VanEck ETF Trust - VanEck Oil Services ETF
GM / General Motors Company
SIL / Global X Funds - Global X Silver Miners ETF
CB / Chubb Limited
BK / The Bank of New York Mellon Corporation
TMO / Thermo Fisher Scientific Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
ZVIA / Zevia PBC
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
PINS / Pinterest, Inc.
SPGI / S&P Global Inc.
SLV / iShares Silver Trust
NARI / Inari Medical, Inc.
BIIB / Biogen Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
DGT / SPDR Series Trust - SPDR Global Dow ETF
TGT / Target Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IYR / iShares Trust - iShares U.S. Real Estate ETF
NUE / Nucor Corporation
PSA / Public Storage
SPUS / Tidal Trust I - SP Funds S&P 500 Sharia Industry Exclusions ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
PRU / Prudential Financial, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
WY / Weyerhaeuser Company
NKE_KZ / NIKE, Inc.
EMR / Emerson Electric Co.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
BTZ / BlackRock Credit Allocation Income Trust
PARA / Paramount Global
NXPI / NXP Semiconductors N.V.
ELV / Elevance Health, Inc.
DG / Dollar General Corporation
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
CSA / Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
ILCV / iShares Trust - iShares Morningstar Value ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
GPC / Genuine Parts Company
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
BKR / Baker Hughes Company
DEO / Diageo plc - Depositary Receipt (Common Stock)
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
BX / Blackstone Inc.
ADM / Archer-Daniels-Midland Company
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
NTR / Nutrien Ltd.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
IFF / International Flavors & Fragrances Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
CVS / CVS Health Corporation
MMM / 3M Company
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
MDLZ / Mondelez International, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
DOCU / DocuSign, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
ACN / Accenture plc
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
ABT / Abbott Laboratories
SO / The Southern Company
PCN / PIMCO Corporate & Income Strategy Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
NTRA / Natera, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
AMAT / Applied Materials, Inc.
BMY / Bristol-Myers Squibb Company
ILMN / Illumina, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
AMD / Advanced Micro Devices, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
FAD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Growth AlphaDEX Fund
KMB / Kimberly-Clark Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
URA / Global X Funds - Global X Uranium ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
ADI / Analog Devices, Inc.
KMI / Kinder Morgan, Inc.
LLY / Eli Lilly and Company
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
HFWA / Heritage Financial Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
BKNG / Booking Holdings Inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
GCI / Gannett Co., Inc.
MSI / Motorola Solutions, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
HAIL / SPDR Series Trust - SPDR S&P Kensho Smart Mobility ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
PTY / PIMCO Corporate & Income Opportunity Fund
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
TMUS / T-Mobile US, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
GNRC / Generac Holdings Inc.
COST / Costco Wholesale Corporation
NAC / Nuveen California Quality Municipal Income Fund
IBUY / Amplify ETF Trust - Amplify Online Retail ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
TXN / Texas Instruments Incorporated
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ERC / Allspring Multi-Sector Income Fund
TFC / Truist Financial Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
QLD / ProShares Trust - ProShares Ultra QQQ
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
CMI / Cummins Inc.
XOM / Exxon Mobil Corporation
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PANW / Palo Alto Networks, Inc.
UNH / UnitedHealth Group Incorporated
GS / The Goldman Sachs Group, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
DHR / Danaher Corporation
ISRG / Intuitive Surgical, Inc.
C / Citigroup Inc.
VZ / Verizon Communications Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
EFX / Equifax Inc.
PG / The Procter & Gamble Company
BNS / The Bank of Nova Scotia
FDX / FedEx Corporation
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
NFLX / Netflix, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
KO / The Coca-Cola Company
INTC / Intel Corporation
LMT / Lockheed Martin Corporation
TT / Trane Technologies plc
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
META / Meta Platforms, Inc.
BRK.B / Berkshire Hathaway Inc.
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
MELI / MercadoLibre, Inc.
CRWD / CrowdStrike Holdings, Inc.
UBER / Uber Technologies, Inc.
GE / General Electric Company
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
IWC / iShares Trust - iShares Micro-Cap ETF
XYL / Xylem Inc.
MO / Altria Group, Inc.
U / Unity Software Inc.
SHOP / Shopify Inc.
C.WSA / Citigroup, Inc.
MU / Micron Technology, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
HD / The Home Depot, Inc.
RTX / RTX Corporation
SPY / SPDR S&P 500 ETF
NOW / ServiceNow, Inc.
PCAR / PACCAR Inc
IAU / iShares Gold Trust
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ADP / Automatic Data Processing, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
AA / Alcoa Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
T / AT&T Inc.
IBM / International Business Machines Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ETN / Eaton Corporation plc
V / Visa Inc.
CVX / Chevron Corporation
AVGO / Broadcom Inc.
AEP / American Electric Power Company, Inc.
MPC / Marathon Petroleum Corporation
PAYX / Paychex, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
PM / Philip Morris International Inc.
SGEN / Seagen Inc
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
KR / The Kroger Co.
ABNB / Airbnb, Inc.
DE / Deere & Company
BITF / Bitfarms Ltd.
MSFT / Microsoft Corporation