Market Value1,228,795,798
Total Holdings534
File Date2025-08-07
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)
BMY / Bristol-Myers Squibb Company
COST / Costco Wholesale Corporation
ICLR / ICON Public Limited Company
AA / Alcoa Corporation
PAAA / PGIM ETF Trust - PGIM AAA CLO ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
FTNT / Fortinet, Inc.
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
URA / Global X Funds - Global X Uranium ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
NET / Cloudflare, Inc.
URI / United Rentals, Inc.
NOC / Northrop Grumman Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
PAYX / Paychex, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
PM / Philip Morris International Inc.
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
WCBR / WisdomTree Trust - WisdomTree Cybersecurity Fund
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
SCHW / The Charles Schwab Corporation
NGD / New Gold Inc.
GEV / GE Vernova Inc.
BMO / Bank of Montreal
FI / Fiserv, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
FXI / iShares Trust - iShares China Large-Cap ETF
VLTO / Veralto Corporation
CEG / Constellation Energy Corporation
ORLY / O'Reilly Automotive, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
CLOA / BlackRock ETF Trust II - iShares AAA CLO Active ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
KHC / The Kraft Heinz Company
GLOF / iShares Trust - iShares Global Equity Factor ETF
INSM / Insmed Incorporated
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
XTEN / BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
TFC / Truist Financial Corporation
RTX / RTX Corporation
TXN / Texas Instruments Incorporated
ADBE / Adobe Inc.
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
TTD / The Trade Desk, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
GNRC / Generac Holdings Inc.
HFWA / Heritage Financial Corporation
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF
IFN / The India Fund, Inc.
UNH / UnitedHealth Group Incorporated
QLD / ProShares Trust - ProShares Ultra QQQ
O / Realty Income Corporation
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
BNS / The Bank of Nova Scotia
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MS / Morgan Stanley
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
SYK / Stryker Corporation
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
WFC / Wells Fargo & Company
DGT / SPDR Series Trust - SPDR Global Dow ETF
URTH / iShares, Inc. - iShares MSCI World ETF
JNJ / Johnson & Johnson
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
IAU / iShares Gold Trust
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
APP / AppLovin Corporation
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
BUG / Global X Funds - Global X Cybersecurity ETF
ACN / Accenture plc
SEIX / Virtus ETF Trust II - Virtus Seix Senior Loan ETF
MSFT / Microsoft Corporation
GOLD / Barrick Mining Corporation
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
KEY / KeyCorp
AVXL / Anavex Life Sciences Corp.
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ARKK / ARK ETF Trust - ARK Innovation ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
IBUY / Amplify ETF Trust - Amplify Online Retail ETF
PCN / PIMCO Corporate & Income Strategy Fund
FAD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Growth AlphaDEX Fund
MU / Micron Technology, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
PFE / Pfizer Inc.
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
FCOR / Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
ERC / Allspring Multi-Sector Income Fund
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
GOOGL / Alphabet Inc.
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
GVIP / Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
AWF / AllianceBernstein Global High Income Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
EUAD / Spinnaker ETF Series - Select STOXX Europe Aerospace & Defense ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
NCA / Nuveen California Municipal Value Fund
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
XLSR / SSGA Active Trust - SPDR SSGA US Sector Rotation ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
BLK / BlackRock, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
AVRE / American Century ETF Trust - Avantis Real Estate ETF
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
MLPA / Global X Funds - Global X MLP ETF
CGUS / Capital Group Core Equity ETF
COP / ConocoPhillips
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
KO / The Coca-Cola Company
LMT / Lockheed Martin Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BRK.B / Berkshire Hathaway Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
TT / Trane Technologies plc
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
VIVA.X / Vanguard Index Funds - Vanguard Value ETF
MELI / MercadoLibre, Inc.
CRWD / CrowdStrike Holdings, Inc.
PANW / Palo Alto Networks, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
AON / Aon plc
UBER / Uber Technologies, Inc.
PTY / PIMCO Corporate & Income Opportunity Fund
ROK / Rockwell Automation, Inc.
MPC / Marathon Petroleum Corporation
GE / General Electric Company
KOPN / Kopin Corporation
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
WTAI / WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund
BSX / Boston Scientific Corporation
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
LRCX / Lam Research Corporation
ALNY / Alnylam Pharmaceuticals, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BITF / Bitfarms Ltd.
JCI / Johnson Controls International plc
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TTEK / Tetra Tech, Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
SPY / SPDR S&P 500 ETF
MRK / Merck & Co., Inc.
TRGP / Targa Resources Corp.
TOST / Toast, Inc.
NOW / ServiceNow, Inc.
EVLV / Evolv Technologies Holdings, Inc.
CDE / Coeur Mining, Inc.
945 / Manulife Financial Corporation
ENVX / Enovix Corporation
AVDE / American Century ETF Trust - Avantis International Equity ETF
FDX / FedEx Corporation
PLD / Prologis, Inc.
WMT / Walmart Inc.
QQQ / Invesco QQQ Trust, Series 1
DAL / Delta Air Lines, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
CIEN / Ciena Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
ETN / Eaton Corporation plc
IVV / iShares Trust - iShares Core S&P 500 ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ZS / Zscaler, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
AGNC / AGNC Investment Corp.
AVGO / Broadcom Inc.
CRC / Canadian Natural Resources Limited
IBM / International Business Machines Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
LNG / Cheniere Energy, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
U / Unity Software Inc.
USB / U.S. Bancorp
T / AT&T Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
ISRG / Intuitive Surgical, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CGTX / Cognition Therapeutics, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
GBTC / Grayscale Bitcoin Trust (BTC)
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
V / Visa Inc.
IBIT / iShares Bitcoin Trust ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
PSX / Phillips 66
IWM / iShares Trust - iShares Russell 2000 ETF
WM / Waste Management, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
LDOS / Leidos Holdings, Inc.
SILJ / Amplify ETF Trust - Amplify Junior Silver Miners ETF
PG / The Procter & Gamble Company
GLW / Corning Incorporated
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SPGI / S&P Global Inc.
AMGN / Amgen Inc.
KMI / Kinder Morgan, Inc.
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
VRT / Vertiv Holdings Co
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
IEV / iShares Trust - iShares Europe ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
AEM / Agnico Eagle Mines Limited
ABBV / AbbVie Inc.
HON / Honeywell International Inc.
RNA / Avidity Biosciences, Inc.
ET / Energy Transfer LP - Limited Partnership
SCJ / iShares, Inc. - iShares MSCI Japan Small-Cap ETF
ABT / Abbott Laboratories
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
ANET / Arista Networks Inc
XOM / Exxon Mobil Corporation
ALAB / Astera Labs, Inc.
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
NU / Nu Holdings Ltd.
MCD / McDonald's Corporation
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
NEE / NextEra Energy, Inc.
UTG / Reaves Utility Income Fund
ADSK / Autodesk, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
TJX / The TJX Companies, Inc.
BKNG / Booking Holdings Inc.
SLI / Standard Lithium Ltd.
LCTX / Lineage Cell Therapeutics, Inc.
DPG / Duff & Phelps Utility and Infrastructure Fund Inc.
EW / Edwards Lifesciences Corporation
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
DCGO / DocGo Inc.
ILCV / iShares Trust - iShares Morningstar Value ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
IVDA / Iveda Solutions, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
GS / The Goldman Sachs Group, Inc.
STX / Seagate Technology Holdings plc
DHR / Danaher Corporation
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
VERU / Veru Inc.
AMAT / Applied Materials, Inc.
CMI / Cummins Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
TMUS / T-Mobile US, Inc.
LOW / Lowe's Companies, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
DUK / Duke Energy Corporation
MSI / Motorola Solutions, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BN / Brookfield Corporation
CGGR / Capital Group Growth ETF
CTSH / Cognizant Technology Solutions Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
BRK.A / Berkshire Hathaway Inc.
KMB / Kimberly-Clark Corporation
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
AMT / American Tower Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
EMR / Emerson Electric Co.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
HASI / HA Sustainable Infrastructure Capital, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
HALO / Halozyme Therapeutics, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
ETHE / Grayscale Ethereum Trust
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
US530715AG61 / Liberty Media, Bond 4%, Due 11/15/2029
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GRAL / GRAIL, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
ADI / Analog Devices, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
NAC / Nuveen California Quality Municipal Income Fund
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
MDB / MongoDB, Inc.
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
AGGH / Simplify Exchange Traded Funds - Simplify Aggregate Bond ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
VRTX / Vertex Pharmaceuticals Incorporated
EFA / iShares Trust - iShares MSCI EAFE ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
RIG / Transocean Ltd.
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
CVX / Chevron Corporation
AFG / American Financial Group, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FMDE / Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
TIP / iShares Trust - iShares TIPS Bond ETF
SFL / SFL Corporation Ltd.
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
PEP / PepsiCo, Inc.
GRNY / Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
IR / Ingersoll Rand Inc.
OEF / iShares Trust - iShares S&P 100 ETF
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
WDFC / WD-40 Company
VHT / Vanguard World Fund - Vanguard Health Care ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
GCI / Gannett Co., Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
CSCO / Cisco Systems, Inc.
EFX / Equifax Inc.
ES / Eversource Energy
NTRA / Natera, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
ICE / Intercontinental Exchange, Inc.
CLOZ / Series Portfolios Trust - Eldridge BBB-B CLO ETF
NDAQ / Nasdaq, Inc.
CTA / Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
KR / The Kroger Co.
CRSP / CRISPR Therapeutics AG
HIG / The Hartford Insurance Group, Inc.
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
SBUX / Starbucks Corporation
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
VFQY / Vanguard Wellington Fund - Vanguard U.S. Quality Factor ETF
BK / The Bank of New York Mellon Corporation
DVY / iShares Trust - iShares Select Dividend ETF
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IWB / iShares Trust - iShares Russell 1000 ETF
FAX / Abrdn Asia-Pacific Income Fund Inc
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
HAIL / SPDR Series Trust - SPDR S&P Kensho Smart Mobility ETF
GGN / GAMCO Global Gold, Natural Resources & Income Trust
MO / Altria Group, Inc.
ROM / ProShares Trust - ProShares Ultra Technology
ECL / Ecolab Inc.
WY / Weyerhaeuser Company
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
BOH / Bank of Hawaii Corporation
ZVIA / Zevia PBC
FSK / FS KKR Capital Corp.
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
ITW / Illinois Tool Works Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
OKE / ONEOK, Inc.
AHR / American Healthcare REIT, Inc.
AMP / Ameriprise Financial, Inc.
PHYS / Sprott Physical Gold Trust
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
SECT / Northern Lights Fund Trust IV - Main Sector Rotation ETF
EXEL / Exelixis, Inc.
CCL / Carnival Corporation & plc
BP / BP p.l.c. - Depositary Receipt (Common Stock)
JGLO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
GHYB / Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ANSS / ANSYS, Inc.
PGR / The Progressive Corporation
IWV / iShares Trust - iShares Russell 3000 ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
BAI / Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF
MTBA / Simplify Exchange Traded Funds - Simplify MBS ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
EWA / iShares, Inc. - iShares MSCI Australia ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
WGMI / Valkyrie ETF Trust II - CoinShares Bitcoin Mining ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
AVSF / American Century ETF Trust - Avantis Short-Term Fixed Income ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
GNMA / iShares Trust - iShares GNMA Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
BUCK / Simplify Exchange Traded Funds - Simplify Treasury Option Income ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
BA / The Boeing Company
LLY / Eli Lilly and Company
FSEC / Fidelity Merrimack Street Trust - Fidelity Investment Grade Securitized ETF
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
PCAR / PACCAR Inc
CSX / CSX Corporation
GLD / SPDR Gold Trust
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SO / The Southern Company
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
ILMN / Illumina, Inc.
ADP / Automatic Data Processing, Inc.
VEEV / Veeva Systems Inc.
HOOD / Robinhood Markets, Inc.
CMCSA / Comcast Corporation
SNPS / Synopsys, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
MSTR / Strategy Inc
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
OXY / Occidental Petroleum Corporation
CARR / Carrier Global Corporation
INTC / Intel Corporation
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
CMBS / iShares Trust - iShares CMBS ETF
PLTR / Palantir Technologies Inc.
OPEN / Opendoor Technologies Inc.
DD / DuPont de Nemours, Inc.
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
GOOG / Alphabet Inc.
LIN / Linde plc
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
HSY / The Hershey Company
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
VZ / Verizon Communications Inc.
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
GILD / Gilead Sciences, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
FISR / SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF
IWC / iShares Trust - iShares Micro-Cap ETF
LHX / L3Harris Technologies, Inc.
C / Citigroup Inc. - Corporate Bond/Note
SHOP / Shopify Inc.
CTVA / Corteva, Inc.
SMCI / Super Micro Computer, Inc.
SOFI / SoFi Technologies, Inc.
MBB / iShares Trust - iShares MBS ETF
HD / The Home Depot, Inc.
CAT / Caterpillar Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
COF / Capital One Financial Corporation
ZTS / Zoetis Inc.
CDNS / Cadence Design Systems, Inc.
ORCL / Oracle Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
AFK / VanEck ETF Trust - VanEck Africa Index ETF
FLDB / Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF
REGN / Regeneron Pharmaceuticals, Inc.
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
AMD / Advanced Micro Devices, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ULTY / Tidal Trust II - YieldMax Ultra Option Income Strategy ETF
COIN / Coinbase Global, Inc.
APH / Amphenol Corporation
MA / Mastercard Incorporated
NEM / Newmont Corporation
TSLA / Tesla, Inc.
PCT / PureCycle Technologies, Inc.
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
RITM / Rithm Capital Corp.
META / Meta Platforms, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
FDEV / Fidelity Covington Trust - Fidelity International Multifactor ETF
CCJ / Cameco Corporation
B / Barrick Mining Corporation
JPM / JPMorgan Chase & Co.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
UNP / Union Pacific Corporation
AMZN / Amazon.com, Inc.
QCOM / QUALCOMM Incorporated
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF
APD / Air Products and Chemicals, Inc.
EDD / Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
NVDA / NVIDIA Corporation
JBND / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF
VICI / VICI Properties Inc.
BAC / Bank of America Corporation
AXP / American Express Company
AAPL / Apple Inc.
NFLX / Netflix, Inc.