Market Value379,715,932
Total Holdings485
File Date2024-11-15
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
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
BIIB / Biogen Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
CHD / Church & Dwight Co., Inc.
ABT / Abbott Laboratories
FAST / Fastenal Company
VLO / Valero Energy Corporation
NWSA / News Corporation
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
SVV / Savers Value Village, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PM / Philip Morris International Inc.
SNAP / Snap Inc.
ADEA / Adeia Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
AFL / Aflac Incorporated
TGT / Target Corporation
TDC / Teradata Corporation
MODG / Topgolf Callaway Brands Corp.
UNH / UnitedHealth Group Incorporated
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
PG / The Procter & Gamble Company
IHI / iShares Trust - iShares U.S. Medical Devices ETF
DXCM / DexCom, Inc.
ARE / Alexandria Real Estate Equities, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
WAB / Westinghouse Air Brake Technologies Corporation
BAC / Bank of America Corporation
ORCL / Oracle Corporation
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
ADBE / Adobe Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
AMD / Advanced Micro Devices, Inc.
TSLA / Tesla, Inc.
SHOP / Shopify Inc.
HLAL / Listed Funds Trust - Wahed FTSE USA Shariah ETF
CAH / Cardinal Health, Inc.
CRM / Salesforce, Inc.
COP / ConocoPhillips
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IP / International Paper Company
BHF / Brighthouse Financial, Inc.
SBAC / SBA Communications Corporation
CAT / Caterpillar Inc.
LOW / Lowe's Companies, Inc.
GE / General Electric Company
INTC / Intel Corporation
SNOW / Snowflake Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
V / Visa Inc.
CVX / Chevron Corporation
AXP / American Express Company
FITB / Fifth Third Bancorp
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
NVR / NVR, Inc.
REZI / Resideo Technologies, Inc.
NDAQ / Nasdaq, Inc.
ABNB / Airbnb, Inc.
XYZ / Block, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
MA / Mastercard Incorporated
QQQ / Invesco QQQ Trust, Series 1
AVGO / Broadcom Inc.
KO / The Coca-Cola Company
TJX / The TJX Companies, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
MCD / McDonald's Corporation
LULU / lululemon athletica inc.
NEE / NextEra Energy, Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
SAIA / Saia, Inc.
QLYS / Qualys, Inc.
AWK / American Water Works Company, Inc.
JNJ / Johnson & Johnson
ALGT / Allegiant Travel Company
SOLV / Solventum Corporation
WFC / Wells Fargo & Company
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
GM / General Motors Company
PPL / PPL Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
DTM / DT Midstream, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
COLB / Columbia Banking System, Inc.
IBM / International Business Machines Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DTE / DTE Energy Company
VTV / Vanguard Index Funds - Vanguard Value ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
BKNG / Booking Holdings Inc.
TSCO / Tractor Supply Company
ED / Consolidated Edison, Inc.
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ZBRA / Zebra Technologies Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
UNP / Union Pacific Corporation
LNC / Lincoln National Corporation
CCL / Carnival Corporation & plc
COO / The Cooper Companies, Inc.
ET / Energy Transfer LP - Limited Partnership
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
BXMT / Blackstone Mortgage Trust, Inc.
KMI / Kinder Morgan, Inc.
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
CVS / CVS Health Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
FUL / H.B. Fuller Company
HRB / H&R Block, Inc.
VTRS / Viatris Inc.
WST / West Pharmaceutical Services, Inc.
NTCT / NetScout Systems, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
KIM / Kimco Realty Corporation
CAKE / The Cheesecake Factory Incorporated
LLY / Eli Lilly and Company
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
YUM / Yum! Brands, Inc.
TTWO / Take-Two Interactive Software, Inc.
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
INVH / Invitation Homes Inc.
FDX / FedEx Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
PRU / Prudential Financial, Inc.
ABBV / AbbVie Inc.
AEP / American Electric Power Company, Inc.
IONQ / IonQ, Inc.
D / Dominion Energy, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
ALK / Alaska Air Group, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
OGN / Organon & Co.
CSCO / Cisco Systems, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
TNL / Travel + Leisure Co.
KKR / KKR & Co. Inc.
CMCSA / Comcast Corporation
BROS / Dutch Bros Inc.
UBER / Uber Technologies, Inc.
DHR / Danaher Corporation
PLD / Prologis, Inc.
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
SRE / Sempra
EMR / Emerson Electric Co.
MRK / Merck & Co., Inc.
PARA / Paramount Global
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
NVT / nVent Electric plc
GS / The Goldman Sachs Group, Inc.
PSA / Public Storage
SPG / Simon Property Group, Inc.
OXY / Occidental Petroleum Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
MTD / Mettler-Toledo International Inc.
IBB / iShares Trust - iShares Biotechnology ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ISRG / Intuitive Surgical, Inc.
BMRN / BioMarin Pharmaceutical Inc.
NOW / ServiceNow, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
M / Macy's, Inc.
ORLY / O'Reilly Automotive, Inc.
TECH / Bio-Techne Corporation
CARZ / First Trust Exchange-Traded Fund II - First Trust S-Network Future Vehicles & Technology ETF
TMUS / T-Mobile US, Inc.
SNPS / Synopsys, Inc.
MFC / Manulife Financial Corporation
HON / Honeywell International Inc.
MGM / MGM Resorts International
ROG / Rogers Corporation
ACN / Accenture plc
XIFR / XPLR Infrastructure, LP - Limited Partnership
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
TDG / TransDigm Group Incorporated
VREX / Varex Imaging Corporation
MMM / 3M Company
MRNA / Moderna, Inc.
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
COF / Capital One Financial Corporation
ADI / Analog Devices, Inc.
CMG / Chipotle Mexican Grill, Inc.
KEYS / Keysight Technologies, Inc.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
BMI / Badger Meter, Inc.
STOT / SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF
STE / STERIS plc
VFC / V.F. Corporation
VZ / Verizon Communications Inc.
IDNA / iShares Trust - iShares Genomics Immunology and Healthcare ETF
SPSC / SPS Commerce, Inc.
MBOT / Microbot Medical Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
PAYC / Paycom Software, Inc.
ULTA / Ulta Beauty, Inc.
MSCI / MSCI Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
WH / Wyndham Hotels & Resorts, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
WSC / WillScot Holdings Corporation
SIMS / SPDR Series Trust - SPDR S&P Kensho Intelligent Structures ETF
PEG / Public Service Enterprise Group Incorporated
MO / Altria Group, Inc.
F / Ford Motor Company
AI / C3.ai, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
HLT / Hilton Worldwide Holdings Inc.
GTX / Garrett Motion Inc.
DVY / iShares Trust - iShares Select Dividend ETF
GEHC / GE HealthCare Technologies Inc.
PCG / PG&E Corporation
CSX / CSX Corporation
O / Realty Income Corporation
EQIX / Equinix, Inc.
SYK / Stryker Corporation
CR / Crane Company
MAR / Marriott International, Inc.
TDY / Teledyne Technologies Incorporated
VLTO / Veralto Corporation
AMT / American Tower Corporation
RY / Royal Bank of Canada
WPM / Wheaton Precious Metals Corp.
OTIS / Otis Worldwide Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
DLR / Digital Realty Trust, Inc.
UAL / United Airlines Holdings, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
WM / Waste Management, Inc.
HD / The Home Depot, Inc.
MRVL / Marvell Technology, Inc.
GILD / Gilead Sciences, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IWC / iShares Trust - iShares Micro-Cap ETF
APH / Amphenol Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
HSY / The Hershey Company
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
HWM / Howmet Aerospace Inc.
ETSY / Etsy, Inc.
PH / Parker-Hannifin Corporation
SLV / iShares Silver Trust
WHR / Whirlpool Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
DCI / Donaldson Company, Inc.
EME / EMCOR Group, Inc.
GOOG / Alphabet Inc.
KR / The Kroger Co.
OLLI / Ollie's Bargain Outlet Holdings, Inc.
ROST / Ross Stores, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
SYY / Sysco Corporation
FTV / Fortive Corporation
MDLZ / Mondelez International, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
DOW / Dow Inc.
SLVM / Sylvamo Corporation
CNP / CenterPoint Energy, Inc.
BANF / BancFirst Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
DIOD / Diodes Incorporated
EVRG / Evergy, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
CE / Celanese Corporation
INVA / Innoviva, Inc.
ECL / Ecolab Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
RMD / ResMed Inc.
AVT / Avnet, Inc.
EIX / Edison International
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
LL / LL Flooring Holdings, Inc.
DG / Dollar General Corporation
SCHW / The Charles Schwab Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ARTY / iShares Trust - iShares Future AI & Tech ETF
SSD / Simpson Manufacturing Co., Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
BLDP / Ballard Power Systems Inc.
FDMT / 4D Molecular Therapeutics, Inc.
MRO / Marathon Oil Corporation
WABC / Westamerica Bancorporation
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
DXC / DXC Technology Company
CSQ / Calamos Strategic Total Return Fund
DD / DuPont de Nemours, Inc.
VNT / Vontier Corporation
LIN / Linde plc
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
NATL / NCR Atleos Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
T / AT&T Inc.
BYND / Beyond Meat, Inc.
LUMN / Lumen Technologies, Inc.
INDY / iShares Trust - iShares India 50 ETF
TMO / Thermo Fisher Scientific Inc.
CARR / Carrier Global Corporation
STWD / Starwood Property Trust, Inc.
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
JNPR / Juniper Networks, Inc.
BX / Blackstone Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
ALC / Alcon Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CPRT / Copart, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
GIS / General Mills, Inc.
DECK / Deckers Outdoor Corporation
PGR / The Progressive Corporation
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BSX / Boston Scientific Corporation
LXP / LXP Industrial Trust
GAP / The Gap, Inc.
PEP / PepsiCo, Inc.
RGR / Sturm, Ruger & Company, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
A / Agilent Technologies, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
LUV / Southwest Airlines Co.
HPQ / HP Inc.
WDAY / Workday, Inc.
ENTG / Entegris, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
XOM / Exxon Mobil Corporation
BMY / Bristol-Myers Squibb Company
CRL / Charles River Laboratories International, Inc.
RHP / Ryman Hospitality Properties, Inc.
1RJF / Raymond James Financial, Inc.
RTX / RTX Corporation
AMZN / Amazon.com, Inc.
WSM / Williams-Sonoma, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PHYS / Sprott Physical Gold Trust
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
BRK.B / Berkshire Hathaway Inc.
ROKU / Roku, Inc.
MET / MetLife, Inc.
AIV / Apartment Investment and Management Company
UPS / United Parcel Service, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
DEO / Diageo plc - Depositary Receipt (Common Stock)
SPY / SPDR S&P 500 ETF
META / Meta Platforms, Inc.
GPC / Genuine Parts Company
DIS / The Walt Disney Company
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
OKE / ONEOK, Inc.
THRM / Gentherm Incorporated
PYCR / Paycor HCM, Inc.
HPE / Hewlett Packard Enterprise Company
JBTM / JBT Marel Corporation
EL / The Estée Lauder Companies Inc.
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
MCK / McKesson Corporation
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SBUX / Starbucks Corporation
MMC / Marsh & McLennan Companies, Inc.
PGJ / Invesco Exchange-Traded Fund Trust - Invesco Golden Dragon China ETF
COMB / GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DELL / Dell Technologies Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
POOL / Pool Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
PNW / Pinnacle West Capital Corporation
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
MCO / Moody's Corporation
KD / Kyndryl Holdings, Inc.
STAG / STAG Industrial, Inc.
FBIN / Fortune Brands Innovations, Inc.
WDC / Western Digital Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
WBD / Warner Bros. Discovery, Inc.
XPER / Xperi Inc.
PFE / Pfizer Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DB / Deutsche Bank Aktiengesellschaft
TBPH / Theravance Biopharma, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
WTS / Watts Water Technologies, Inc.
MPC / Marathon Petroleum Corporation
NVDA / NVIDIA Corporation
TEAM / Atlassian Corporation
GNRC / Generac Holdings Inc.
RIVN / Rivian Automotive, Inc.
CHTR / Charter Communications, Inc.
AMGN / Amgen Inc.
REXR / Rexford Industrial Realty, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SPGI / S&P Global Inc.
SMCI / Super Micro Computer, Inc.
ETF SER SOLUTIONS / DEFIANCE NEXT (26922B600)
JPMORGAN CHASE FINL CO LLC / CAL LKD 44 (48133Q309)
LRCX / Lam Research Corporation
DLB / Dolby Laboratories, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
AMAT / Applied Materials, Inc.
JAZZ / Jazz Pharmaceuticals plc
CRSP / CRISPR Therapeutics AG
LYB / LyondellBasell Industries N.V.
C.WSA / Citigroup, Inc.
PHM / PulteGroup, Inc.
BAX / Baxter International Inc.
GLD / SPDR Gold Trust
MPWR / Monolithic Power Systems, Inc.
TWLO / Twilio Inc.
QCOM / QUALCOMM Incorporated
ADP / Automatic Data Processing, Inc.
AAPL / Apple Inc.
GEV / GE Vernova Inc.
ESS / Essex Property Trust, Inc.
IDXX / IDEXX Laboratories, Inc.
TSN / Tyson Foods, Inc.
SNA / Snap-on Incorporated
JPM / JPMorgan Chase & Co.
VUG / Vanguard Index Funds - Vanguard Growth ETF
MSFT / Microsoft Corporation
GOOGL / Alphabet Inc.
CTVA / Corteva, Inc.
BK / The Bank of New York Mellon Corporation
EXR / Extra Space Storage Inc.
BA / The Boeing Company
EQR / Equity Residential
ETN / Eaton Corporation plc
WMT / Walmart Inc.
DVN / Devon Energy Corporation
REGN / Regeneron Pharmaceuticals, Inc.
DJT / Trump Media & Technology Group Corp.
ASTS / AST SpaceMobile, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
IWB / iShares Trust - iShares Russell 1000 ETF
MDY / SPDR S&P MidCap 400 ETF Trust
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
0YU / Yum China Holdings, Inc.
VYX / NCR Voyix Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
NKE / NIKE, Inc.
PANW / Palo Alto Networks, Inc.
NFLX / Netflix, Inc.
DE / Deere & Company
BAH / Booz Allen Hamilton Holding Corporation
CHGG / Chegg, Inc.
C / Citigroup Inc. - Corporate Bond/Note
BYD / Boyd Gaming Corporation
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
KHC / The Kraft Heinz Company
USB / U.S. Bancorp
GME / GameStop Corp.