Market Value324,414,612
Total Holdings532
File Date2025-04-16
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)
IBM / International Business Machines Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
GEV / GE Vernova Inc.
PLMR / Palomar Holdings, Inc.
NOC / Northrop Grumman Corporation
MCK / McKesson Corporation
NXP / Nuveen Select Tax-Free Income Portfolio
KAI / Kadant Inc.
T / AT&T Inc.
OLLI / Ollie's Bargain Outlet Holdings, Inc.
MKL / Markel Group Inc.
CVX / Chevron Corporation
KD / Kyndryl Holdings, Inc.
PNC / The PNC Financial Services Group, Inc.
RBC / RBC Bearings Incorporated
IWD / iShares Trust - iShares Russell 1000 Value ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VCTR / Victory Capital Holdings, Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
JCI / Johnson Controls International plc
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
USB / U.S. Bancorp
ITGR / Integer Holdings Corporation
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
ENTG / Entegris, Inc.
MNDY / monday.com Ltd.
ADSK / Autodesk, Inc.
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
TJX / The TJX Companies, Inc.
PTEN / Patterson-UTI Energy, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
DHR / Danaher Corporation
IDA / IDACORP, Inc.
COHR / Coherent Corp.
WMB / The Williams Companies, Inc.
ABBV / AbbVie Inc.
ARES / Ares Management Corporation
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
NBB / Nuveen Taxable Municipal Income Fund
V / Visa Inc.
LIN / Linde plc
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
PG / The Procter & Gamble Company
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
IVE / iShares Trust - iShares S&P 500 Value ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
ON / ON Semiconductor Corporation
UTES / ETFis Series Trust I - Virtus Reaves Utilities ETF
EXC / Exelon Corporation
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
JPM / JPMorgan Chase & Co.
SOUN / SoundHound AI, Inc.
VBTX / Veritex Holdings, Inc.
SHW / The Sherwin-Williams Company
DCI / Donaldson Company, Inc.
BDX / Becton, Dickinson and Company
VDE / Vanguard World Fund - Vanguard Energy ETF
SEMI / Columbia ETF Trust I - Columbia Select Technology ETF
TFX / Teleflex Incorporated
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GOOG / Alphabet Inc. Call
GLPI / Gaming and Leisure Properties, Inc.
AMAT / Applied Materials, Inc.
ICLR / ICON Public Limited Company
CARR / Carrier Global Corporation
KVUE / Kenvue Inc.
MSDL / Morgan Stanley Direct Lending Fund
GPN / Global Payments Inc.
INTC / Intel Corporation
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DT / Dynatrace, Inc.
APO / Apollo Global Management, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
FAF / First American Financial Corporation
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
STRL / Sterling Infrastructure, Inc.
DFS / Discover Financial Services
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SUI / Sun Communities, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
TMUS / T-Mobile US, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
ACGL / Arch Capital Group Ltd.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
FUMB / First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
TGT / Target Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
VNT / Vontier Corporation
ICE / Intercontinental Exchange, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
NXN / Nuveen New York Select Tax-Free Income Portfolio
NMIH / NMI Holdings, Inc.
TRGP / Targa Resources Corp.
MMSI / Merit Medical Systems, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
BN / Brookfield Corporation
NXPI / NXP Semiconductors N.V.
MGM / MGM Resorts International
GS / The Goldman Sachs Group, Inc.
EMR / Emerson Electric Co.
JPI / Nuveen Preferred Securities & Income Opportunities Fund
FSS / Federal Signal Corporation
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
KNF / Knife River Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
SNPS / Synopsys, Inc.
WCN / Waste Connections, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GOOG / Alphabet Inc.
MZTI / The Marzetti Company
APD / Air Products and Chemicals, Inc.
BALL / Ball Corporation
HON / Honeywell International Inc.
MTSI / MACOM Technology Solutions Holdings, Inc.
XOM / Exxon Mobil Corporation
MELI / MercadoLibre, Inc.
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
STX / Seagate Technology Holdings plc
AME / AMETEK, Inc.
MSCI / MSCI Inc.
SBUX / Starbucks Corporation
IPAR / Interparfums, Inc.
WFC / Wells Fargo & Company
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
OTIS / Otis Worldwide Corporation
DIS / The Walt Disney Company
GWW / W.W. Grainger, Inc.
AIG / American International Group, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
INVH / Invitation Homes Inc.
EQIX / Equinix, Inc.
ORLY / O'Reilly Automotive, Inc.
CINF / Cincinnati Financial Corporation
UNH / UnitedHealth Group Incorporated
A / Agilent Technologies, Inc.
BA / The Boeing Company
MNST / Monster Beverage Corporation
LLY / Eli Lilly and Company
BJ / BJ's Wholesale Club Holdings, Inc.
PLTR / Palantir Technologies Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BLK / BlackRock, Inc.
KO / The Coca-Cola Company
BLCV / BlackRock ETF Trust - iShares Large Cap Value Active ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
META / Meta Platforms, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GE / General Electric Company
JNJ / Johnson & Johnson
CSL / Carlisle Companies Incorporated
PJT / PJT Partners Inc.
AMZN / Amazon.com, Inc.
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
ACIW / ACI Worldwide, Inc.
ELV / Elevance Health, Inc.
AAPL / Apple Inc.
CI / The Cigna Group
SLB / Schlumberger Limited
COF / Capital One Financial Corporation
PEP / PepsiCo, Inc.
QQQ / Invesco QQQ Trust, Series 1
HIG / The Hartford Insurance Group, Inc.
RTX / RTX Corporation
EVTC / EVERTEC, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
MOD / Modine Manufacturing Company
PRU / Prudential Financial, Inc.
PFE / Pfizer Inc.
MRVL / Marvell Technology, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
SPY / SPDR S&P 500 ETF
GOOGL / Alphabet Inc.
GILD / Gilead Sciences, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
ITW / Illinois Tool Works Inc.
SRE / Sempra
UNP / Union Pacific Corporation
MSTR / Strategy Inc
TEL / TE Connectivity plc
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ADP / Automatic Data Processing, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
PH / Parker-Hannifin Corporation
FI / Fiserv, Inc.
TRMB / Trimble Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CME / CME Group Inc.
AVGO / Broadcom Inc.
EBAY / eBay Inc.
ADBE / Adobe Inc.
WTFC / Wintrust Financial Corporation
AJG / Arthur J. Gallagher & Co.
VRTX / Vertex Pharmaceuticals Incorporated
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SPOT / Spotify Technology S.A.
VLO / Valero Energy Corporation
SNA / Snap-on Incorporated
WTM / White Mountains Insurance Group, Ltd.
CELH / Celsius Holdings, Inc.
PBH / Prestige Consumer Healthcare Inc.
FNF / Fidelity National Financial, Inc.
ISRG / Intuitive Surgical, Inc.
VVV / Valvoline Inc.
CMI / Cummins Inc.
OXY / Occidental Petroleum Corporation
GM / General Motors Company
DBRG / DigitalBridge Group, Inc.
SAPA / SAP SE - Depositary Receipt (Common Stock)
COP / ConocoPhillips
VLTO / Veralto Corporation
VRSK / Verisk Analytics, Inc.
CL / Colgate-Palmolive Company
KMI / Kinder Morgan, Inc.
BIIB / Biogen Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
NCLH / Norwegian Cruise Line Holdings Ltd.
RACE / Ferrari N.V.
PNR / Pentair plc
MO / Altria Group, Inc.
SCHW / The Charles Schwab Corporation
MPWR / Monolithic Power Systems, Inc.
CGBL / Capital Group Core Balanced ETF
URI / United Rentals, Inc.
GTLS / Chart Industries, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
OKE / ONEOK, Inc.
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
MLM / Martin Marietta Materials, Inc.
LMAT / LeMaitre Vascular, Inc.
WSO / Watsco, Inc.
TRU / TransUnion
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
CNQ / Canadian Natural Resources Limited
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
CP / Canadian Pacific Kansas City Limited
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
DLR / Digital Realty Trust, Inc.
BKNG / Booking Holdings Inc.
BBAI / BigBear.ai Holdings, Inc.
VST / Vistra Corp.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
STE / STERIS plc
CSGP / CoStar Group, Inc.
LRGE / Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF
MGY / Magnolia Oil & Gas Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
TTD / The Trade Desk, Inc.
CVS / CVS Health Corporation
BX / Blackstone Inc.
BMY / Bristol-Myers Squibb Company
KEX / Kirby Corporation
TPR / Tapestry, Inc.
PHM / PulteGroup, Inc.
LGND / Ligand Pharmaceuticals Incorporated
KRG / Kite Realty Group Trust
ENB / Enbridge Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
WDAY / Workday, Inc.
SHOP / Shopify Inc.
EW / Edwards Lifesciences Corporation
BSX / Boston Scientific Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
GLD / SPDR Gold Trust
MDLZ / Mondelez International, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
FDX / FedEx Corporation
EFX / Equifax Inc.
TRV / The Travelers Companies, Inc.
NPO / Enpro Inc.
MBB / iShares Trust - iShares MBS ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
AXP / American Express Company
ENSG / The Ensign Group, Inc.
CAH / Cardinal Health, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FCX / Freeport-McMoRan Inc.
PM / Philip Morris International Inc.
BK / The Bank of New York Mellon Corporation
LEN / Lennar Corporation
CDW / CDW Corporation
GDDY / GoDaddy Inc.
HLT / Hilton Worldwide Holdings Inc.
HPE / Hewlett Packard Enterprise Company
TIP / iShares Trust - iShares TIPS Bond ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
SO / The Southern Company
CNC / Centene Corporation
PRGS / Progress Software Corporation
AB / AllianceBernstein Holding L.P. - Limited Partnership
SNOW / Snowflake Inc.
BANR / Banner Corporation
WMT / Walmart Inc.
ESE / ESCO Technologies Inc.
WSM / Williams-Sonoma, Inc.
PPL / PPL Corporation
PYPL / PayPal Holdings, Inc.
MFC / Manulife Financial Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VMC / Vulcan Materials Company
DSTL / ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
CDNS / Cadence Design Systems, Inc.
PAYX / Paychex, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
TMO / Thermo Fisher Scientific Inc.
ALL / The Allstate Corporation
REGN / Regeneron Pharmaceuticals, Inc.
AWI / Armstrong World Industries, Inc.
CB / Chubb Limited
MLI / Mueller Industries, Inc.
CWST / Casella Waste Systems, Inc.
NRG / NRG Energy, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
PSA / Public Storage
BAC / Bank of America Corporation
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
LOW / Lowe's Companies, Inc.
DE / Deere & Company
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
ACN / Accenture plc
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
BBN / BlackRock Taxable Municipal Bond Trust
NCDL / Nuveen Churchill Direct Lending Corp.
NSC / Norfolk Southern Corporation
AMP / Ameriprise Financial, Inc.
LULU / lululemon athletica inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
CRM / Salesforce, Inc.
BDC / Belden Inc.
CAT / Caterpillar Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AMT / American Tower Corporation
SPGI / S&P Global Inc.
NFLX / Netflix, Inc.
BR / Broadridge Financial Solutions, Inc.
NDAQ / Nasdaq, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
WST / West Pharmaceutical Services, Inc.
PAYC / Paycom Software, Inc.
BOOT / Boot Barn Holdings, Inc.
TSLA / Tesla, Inc.
FFA / First Trust Enhanced Equity Income Fund
NEE / NextEra Energy, Inc.
CCI / Crown Castle Inc.
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
UBER / Uber Technologies, Inc.
DDOG / Datadog, Inc.
ES / Eversource Energy
CMCSA / Comcast Corporation
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
MS / Morgan Stanley
DRTS / Alpha Tau Medical Ltd.
IR / Ingersoll Rand Inc.
AVB / AvalonBay Communities, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
AEP / American Electric Power Company, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
BRBR / BellRing Brands, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AMH / American Homes 4 Rent
MA / Mastercard Incorporated
OSW / OneSpaWorld Holdings Limited
CMG / Chipotle Mexican Grill, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
IT / Gartner, Inc.
EA / Electronic Arts Inc.
TXN / Texas Instruments Incorporated
APP / AppLovin Corporation
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
MDT / Medtronic plc
LHX / L3Harris Technologies, Inc.
CGXU / Capital Group International Focus Equity ETF
CEG / Constellation Energy Corporation
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
GBTC / Grayscale Bitcoin Trust (BTC)
MSFT / Microsoft Corporation
MET / MetLife, Inc.
USO / United States Oil Fund, LP - Limited Partnership
MBSF / Valued Advisers Trust - Regan Floating Rate MBS ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
IVW / iShares Trust - iShares S&P 500 Growth ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
AMR / Alpha Metallurgical Resources, Inc.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
NU / Nu Holdings Ltd.
UPS / United Parcel Service, Inc.
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
HTAB / Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF
UHAL / U-Haul Holding Company
HD / The Home Depot, Inc.
QYLG / Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
TFC / Truist Financial Corporation
MU / Micron Technology, Inc.
TEAM / Atlassian Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
CHTR / Charter Communications, Inc.
SITM / SiTime Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CGHM / Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF
ORCL / Oracle Corporation
DOV / Dover Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
COST / Costco Wholesale Corporation
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
ROST / Ross Stores, Inc.
BTC / Grayscale Bitcoin Mini Trust
PLD / Prologis, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
MRK / Merck & Co., Inc.
ABNB / Airbnb, Inc.
BRK.B / Berkshire Hathaway Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
KKR / KKR & Co. Inc.
PII / Polaris Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
LUV / Southwest Airlines Co.
EMN / Eastman Chemical Company
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
UBS / UBS Group AG
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
INTA / Intapp, Inc.
TT / Trane Technologies plc
IXJ / iShares Trust - iShares Global Healthcare ETF
C / Citigroup Inc.
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
WEC / WEC Energy Group, Inc.
IAU / iShares Gold Trust
PSX / Phillips 66
NOW / ServiceNow, Inc.
GD / General Dynamics Corporation
OVV / Ovintiv Inc.
CASH / Pathward Financial, Inc.
O / Realty Income Corporation
VZ / Verizon Communications Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
RIGS / ALPS ETF Trust - RiverFront Strategic Income Fund
KLAC / KLA Corporation
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock)
CPNG / Coupang, Inc.
MCD / McDonald's Corporation
DAPP / VanEck ETF Trust - VanEck Digital Transformation ETF
NVDA / NVIDIA Corporation
PANW / Palo Alto Networks, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
SYK / Stryker Corporation
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
LMT / Lockheed Martin Corporation
NNY / Nuveen New York Municipal Value Fund
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
CSCO / Cisco Systems, Inc.
HURN / Huron Consulting Group Inc.
AMGN / Amgen Inc.
ETHV / VanEck Ethereum ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
BUG / Global X Funds - Global X Cybersecurity ETF
SBCF / Seacoast Banking Corporation of Florida
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
LRCX / Lam Research Corporation
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
QCOM / QUALCOMM Incorporated
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
DUK / Duke Energy Corporation
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
CRWD / CrowdStrike Holdings, Inc.
PGR / The Progressive Corporation
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF
WM / Waste Management, Inc.
0JCT / Intuit Inc.
CTVA / Corteva, Inc.
IBIT / iShares Bitcoin Trust ETF
ETN / Eaton Corporation plc
SE / Sea Limited - Depositary Receipt (Common Stock)
ANIP / ANI Pharmaceuticals, Inc.
ICUI / ICU Medical, Inc.
MMC / Marsh & McLennan Companies, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
AON / Aon plc
ECL / Ecolab Inc.
ENVA / Enova International, Inc.
NSIT / Insight Enterprises, Inc.
AVNT / Avient Corporation
SIRI / Sirius XM Holdings Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
WELL / Welltower Inc.
ZTS / Zoetis Inc.
EFSC / Enterprise Financial Services Corp
MTDR / Matador Resources Company
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
AIT / Applied Industrial Technologies, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
HAE / Haemonetics Corporation
WSBC / WesBanco, Inc.
CNP / CenterPoint Energy, Inc.
FELE / Franklin Electric Co., Inc.
NAN / Nuveen New York Quality Municipal Income Fund