Market Value2,336,420,883
Total Holdings582
File Date2025-01-13
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.

Click the link icon to see the full transaction history.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
AIG / American International Group, Inc.
MPWR / Monolithic Power Systems, Inc.
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
DINO / HF Sinclair Corporation
ETH / Grayscale Ethereum Mini Trust ETF
CCI / Crown Castle Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
IRDM / Iridium Communications Inc.
OLED / Universal Display Corporation
WU / The Western Union Company
CSL / Carlisle Companies Incorporated
ED / Consolidated Edison, Inc.
EME / EMCOR Group, Inc.
FMC / FMC Corporation
BTC / Grayscale Bitcoin Mini Trust
GO / Grocery Outlet Holding Corp.
PVBC / Provident Bancorp, Inc.
TRIP / Tripadvisor, Inc.
CTRA / Coterra Energy Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
US90187BAB71 / TWO HARBORS INVESTMENT COR CONV 6.25% 01/15/2026
DOC / Healthpeak Properties, Inc.
EBTC / Enterprise Bancorp, Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
DVY / iShares Trust - iShares Select Dividend ETF
SAM / The Boston Beer Company, Inc.
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
HRB / H&R Block, Inc.
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
APPF / AppFolio, Inc.
TRU / TransUnion
BEN / Franklin Resources, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
SON / Sonoco Products Company
GIII / G-III Apparel Group, Ltd.
HXL / Hexcel Corporation
BLDR / Builders FirstSource, Inc.
SMAR / Smartsheet Inc.
ETHE / Grayscale Ethereum Trust
DBX / Dropbox, Inc.
FRPT / Freshpet, Inc.
ABM / ABM Industries Incorporated
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
RFI / Cohen & Steers Total Return Realty Fund, Inc.
NET / Cloudflare, Inc.
PNC / The PNC Financial Services Group, Inc.
WCC / WESCO International, Inc.
GPRO / GoPro, Inc.
PM / Philip Morris International Inc.
SLV / iShares Silver Trust
JPM / JPMorgan Chase & Co.
TFX / Teleflex Incorporated
PVH / PVH Corp.
WHR / Whirlpool Corporation
FTI / TechnipFMC plc
HUN / Huntsman Corporation
TDC / Teradata Corporation
ACGL / Arch Capital Group Ltd.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
COF / Capital One Financial Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
ETN / Eaton Corporation plc
SHW / The Sherwin-Williams Company
PNR / Pentair plc
IBIT / iShares Bitcoin Trust ETF
IYW / iShares Trust - iShares U.S. Technology ETF
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
SHOT / Safety Shot, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
RGLD / Royal Gold, Inc.
SLM / SLM Corporation
MPC / Marathon Petroleum Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
KR / The Kroger Co.
EXC / Exelon Corporation
HON / Honeywell International Inc.
VSTS / Vestis Corporation
GM / General Motors Company
CNC / Centene Corporation
DKNG / DraftKings Inc.
WEN / The Wendy's Company
ORGO / Organogenesis Holdings Inc.
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
NTNX / Nutanix, Inc.
VRSN / VeriSign, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
TMUS / T-Mobile US, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
CMG / Chipotle Mexican Grill, Inc.
GLP / Global Partners LP - Limited Partnership
BXSL / Blackstone Secured Lending Fund
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
FIX / Comfort Systems USA, Inc.
FNF / Fidelity National Financial, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
AXTA / Axalta Coating Systems Ltd.
ABBV / AbbVie Inc.
NEE / NextEra Energy, Inc.
S / SentinelOne, Inc.
TT / Trane Technologies plc
DVN / Devon Energy Corporation
NTAP / NetApp, Inc.
PAG / Penske Automotive Group, Inc.
ALSN / Allison Transmission Holdings, Inc.
CLF / Cleveland-Cliffs Inc.
SPY / SPDR S&P 500 ETF
FIS / Fidelity National Information Services, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
BRK.B / Berkshire Hathaway Inc.
MCK / McKesson Corporation
PK / Park Hotels & Resorts Inc.
NTRS / Northern Trust Corporation
VST / Vistra Corp.
ABNB / Airbnb, Inc.
PRU / Prudential Financial, Inc.
DASH / DoorDash, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
WMB / The Williams Companies, Inc.
XEL / Xcel Energy Inc.
MMC / Marsh & McLennan Companies, Inc.
PHM / PulteGroup, Inc.
DUK / Duke Energy Corporation
KRNY / Kearny Financial Corp.
HAYW / Hayward Holdings, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
BKR / Baker Hughes Company
BMY / Bristol-Myers Squibb Company
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
FF / FutureFuel Corp.
DTE / DTE Energy Company
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
GBTC / Grayscale Bitcoin Trust (BTC)
GNW / Genworth Financial, Inc.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
SMG / The Scotts Miracle-Gro Company
HOOD / Robinhood Markets, Inc.
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
OLLI / Ollie's Bargain Outlet Holdings, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
STRL / Sterling Infrastructure, Inc.
WST / West Pharmaceutical Services, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
PLTK / Playtika Holding Corp.
CEG / Constellation Energy Corporation
GRMN / Garmin Ltd.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
VRTX / Vertex Pharmaceuticals Incorporated
YOU / Clear Secure, Inc.
TPR / Tapestry, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
ACN / Accenture plc
ARKB / ARK 21Shares Bitcoin ETF
KJAN / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January
JEMA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders Emerging Markets Equity ETF
CMPR / Cimpress plc
CL / Colgate-Palmolive Company
IWX / iShares Trust - iShares Russell Top 200 Value ETF
ECL / Ecolab Inc.
MOH / Molina Healthcare, Inc.
PEP / PepsiCo, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
WMT / Walmart Inc.
JBND / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF
NUVB / Nuvation Bio Inc.
NVG / Nuveen AMT-Free Municipal Credit Income Fund
VHT / Vanguard World Fund - Vanguard Health Care ETF
ETSY / Etsy, Inc.
DOCU / DocuSign, Inc.
APD / Air Products and Chemicals, Inc.
ARES / Ares Management Corporation
GBDC / Golub Capital BDC, Inc.
BKNG / Booking Holdings Inc.
RIG / Transocean Ltd.
PEGA / Pegasystems Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IWB / iShares Trust - iShares Russell 1000 ETF
KO / The Coca-Cola Company
TSLX / Sixth Street Specialty Lending, Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
FHN / First Horizon Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MAN / ManpowerGroup Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
TAP / Molson Coors Beverage Company
CME / CME Group Inc.
PH / Parker-Hannifin Corporation
EMR / Emerson Electric Co.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IAC / IAC Inc.
VTR / Ventas, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
CTVA / Corteva, Inc.
XPO / XPO, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ROL / Rollins, Inc.
ILMN / Illumina, Inc.
GOOGL / Alphabet Inc.
JNJ / Johnson & Johnson
HOLX / Hologic, Inc.
CRBG / Corebridge Financial, Inc.
BSX / Boston Scientific Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
GLD / SPDR Gold Trust
IVV / iShares Trust - iShares Core S&P 500 ETF
COHR / Coherent Corp.
CB / Chubb Limited
FLS / Flowserve Corporation
RMD / ResMed Inc.
AIZ / Assurant, Inc.
COST / Costco Wholesale Corporation
CCK / Crown Holdings, Inc.
CIEN / Ciena Corporation
MTCH / Match Group, Inc.
DHI / D.R. Horton, Inc.
NBIX / Neurocrine Biosciences, Inc.
AGO / Assured Guaranty Ltd.
MMIN / New York Life Investments Active ETF Trust - NYLI MacKay Muni Insured ETF
MO / Altria Group, Inc.
ETR / Entergy Corporation
TXN / Texas Instruments Incorporated
EXEL / Exelixis, Inc.
LEG / Leggett & Platt, Incorporated
ORCL / Oracle Corporation
LMT / Lockheed Martin Corporation
GTLB / GitLab Inc.
NOC / Northrop Grumman Corporation
IBM / International Business Machines Corporation
ZTS / Zoetis Inc.
COMP / Compass, Inc.
F / Ford Motor Company
SNPS / Synopsys, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
TLRY / Tilray Brands, Inc.
AMD / Advanced Micro Devices, Inc.
PKG / Packaging Corporation of America
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
QCOM / QUALCOMM Incorporated
MAR / Marriott International, Inc.
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
PODD / Insulet Corporation
BRKR / Bruker Corporation
DIS / The Walt Disney Company
JBHT / J.B. Hunt Transport Services, Inc.
CRH / CRH plc
RARE / Ultragenyx Pharmaceutical Inc.
PLTR / Palantir Technologies Inc.
CUBE / CubeSmart
PFE / Pfizer Inc.
US252131AK39 / CONV. NOTE
HII / Huntington Ingalls Industries, Inc.
ATI / ATI Inc.
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
COLD / Americold Realty Trust, Inc.
FIVA / Fidelity Covington Trust - Fidelity International Value Factor ETF
RRX / Regal Rexnord Corporation
BEPC / Brookfield Renewable Corporation
FCN / FTI Consulting, Inc.
C.WSA / Citigroup, Inc.
SOLV / Solventum Corporation
LDOS / Leidos Holdings, Inc.
REYN / Reynolds Consumer Products Inc.
BWA / BorgWarner Inc.
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
SHC / Sotera Health Company
KSS / Kohl's Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
WM / Waste Management, Inc.
TFC / Truist Financial Corporation
SYF / Synchrony Financial
C / Citigroup Inc. - Corporate Bond/Note
ADM / Archer-Daniels-Midland Company
WY / Weyerhaeuser Company
IQV / IQVIA Holdings Inc.
AMT / American Tower Corporation
BLK / BlackRock, Inc.
AXSM / Axsome Therapeutics, Inc.
JRVR / James River Group Holdings, Ltd.
MSFT / Microsoft Corporation
DHR / Danaher Corporation
CFR / Cullen/Frost Bankers, Inc.
VICI / VICI Properties Inc.
COIN / Coinbase Global, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
MRK / Merck & Co., Inc.
PEN / Penumbra, Inc.
OM6 / O'Reilly Automotive, Inc.
DE / Deere & Company
AMCR / Amcor plc
MHK / Mohawk Industries, Inc.
PPG / PPG Industries, Inc.
ADP / Automatic Data Processing, Inc.
WOOF / Petco Health and Wellness Company, Inc.
NWL / Newell Brands Inc.
KD / Kyndryl Holdings, Inc.
TEAM / Atlassian Corporation
AAPL / Apple Inc.
MU / Micron Technology, Inc.
BBY / Best Buy Co., Inc.
ACM / AECOM
VEEV / Veeva Systems Inc.
MDLZ / Mondelez International, Inc.
ULTA / Ulta Beauty, Inc.
XYL / Xylem Inc.
IR / Ingersoll Rand Inc.
MDT / Medtronic plc
COP / ConocoPhillips
TSLA / Tesla, Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
PGR / The Progressive Corporation
LEN / Lennar Corporation
LYB / LyondellBasell Industries N.V.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
GL / Globe Life Inc.
SHOP / Shopify Inc.
TIPX / SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF
CNA / CNA Financial Corporation
ALNY / Alnylam Pharmaceuticals, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
BURL / Burlington Stores, Inc.
JEF / Jefferies Financial Group Inc.
IVZ / Invesco Ltd.
TJX / The TJX Companies, Inc.
MA / Mastercard Incorporated
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
MS / Morgan Stanley
HPE / Hewlett Packard Enterprise Company
TXRH / Texas Roadhouse, Inc.
CINF / Cincinnati Financial Corporation
HIG / The Hartford Insurance Group, Inc.
PSA / Public Storage
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
BFH / Bread Financial Holdings, Inc.
BBWI / Bath & Body Works, Inc.
RPRX / Royalty Pharma plc
EVRG / Evergy, Inc.
JBI / Janus International Group, Inc.
SNX / TD SYNNEX Corporation
NFLX / Netflix, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MRVL / Marvell Technology, Inc.
BA / The Boeing Company
INTC / Intel Corporation
BAC / Bank of America Corporation
ANET / Arista Networks Inc
BIIB / Biogen Inc.
UNP / Union Pacific Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SYY / Sysco Corporation
XOM / Exxon Mobil Corporation
WAB / Westinghouse Air Brake Technologies Corporation
BK / The Bank of New York Mellon Corporation
NCDL / Nuveen Churchill Direct Lending Corp.
GOOG / Alphabet Inc.
TTD / The Trade Desk, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
T / AT&T Inc.
GPN / Global Payments Inc.
BRK.A / Berkshire Hathaway Inc.
DV / DoubleVerify Holdings, Inc.
UBER / Uber Technologies, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
AAP / Advance Auto Parts, Inc.
LHX / L3Harris Technologies, Inc.
OCSL / Oaktree Specialty Lending Corporation
HLT / Hilton Worldwide Holdings Inc.
EXPE / Expedia Group, Inc.
TROW / T. Rowe Price Group, Inc.
INCY / Incyte Corporation
EXR / Extra Space Storage Inc.
CNH / CNH Industrial N.V.
GWW / W.W. Grainger, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
OBDC / Blue Owl Capital Corporation
LNC / Lincoln National Corporation
SSNC / SS&C Technologies Holdings, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
OZK / Bank OZK
BX / Blackstone Inc.
INSP / Inspire Medical Systems, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
GDDY / GoDaddy Inc.
VLO / Valero Energy Corporation
WING / Wingstop Inc.
GTLS / Chart Industries, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
PATH / UiPath Inc.
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
SOFI / SoFi Technologies, Inc.
CCL / Carnival Corporation & plc
FTNT / Fortinet, Inc.
ACCD / Accolade, Inc.
AZO / AutoZone, Inc.
DAL / Delta Air Lines, Inc.
MMM / 3M Company
PAYX / Paychex, Inc.
SKX / Skechers U.S.A., Inc.
UAL / United Airlines Holdings, Inc.
MKTX / MarketAxess Holdings Inc.
JHEM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF
FANG / Diamondback Energy, Inc.
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
TOL / Toll Brothers, Inc.
CRWD / CrowdStrike Holdings, Inc.
NSC / Norfolk Southern Corporation
V / Visa Inc.
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
DELL / Dell Technologies Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
VNO / Vornado Realty Trust
DUOL / Duolingo, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
THC / Tenet Healthcare Corporation
MCHP / Microchip Technology Incorporated
IT / Gartner, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SWK / Stanley Black & Decker, Inc.
ABT / Abbott Laboratories
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AMKR / Amkor Technology, Inc.
D / Dominion Energy, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
DXCM / DexCom, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AVB / AvalonBay Communities, Inc.
J / Jacobs Solutions Inc.
HUBS / HubSpot, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
RTX / RTX Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DD / DuPont de Nemours, Inc.
EB / Eventbrite, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TRMB / Trimble Inc.
SBUX / Starbucks Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
CSCO / Cisco Systems, Inc.
TGT / Target Corporation
PINS / Pinterest, Inc.
ROST / Ross Stores, Inc.
WDAY / Workday, Inc.
ARW / Arrow Electronics, Inc.
USB / U.S. Bancorp
TDS / Telephone and Data Systems, Inc.
HAFC / Hanmi Financial Corporation
PCG / PG&E Corporation
UHS / Universal Health Services, Inc.
HBAN / Huntington Bancshares Incorporated
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
SOXX / iShares Trust - iShares Semiconductor ETF
AGX / Argan, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
CVS / CVS Health Corporation
PANW / Palo Alto Networks, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
GAP / The Gap, Inc.
GD / General Dynamics Corporation
GS / The Goldman Sachs Group, Inc.
ADI / Analog Devices, Inc.
META / Meta Platforms, Inc.
UPS / United Parcel Service, Inc.
CFG / Citizens Financial Group, Inc.
UEC / Uranium Energy Corp.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MSCI / MSCI Inc.
DOW / Dow Inc.
TWLO / Twilio Inc.
PSX / Phillips 66
STT / State Street Corporation
CMCSA / Comcast Corporation
ARCC / Ares Capital Corporation
LULU / lululemon athletica inc.
MCD / McDonald's Corporation
WFC / Wells Fargo & Company
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
CAT / Caterpillar Inc.
SNOW / Snowflake Inc.
HD / The Home Depot, Inc.
USFD / US Foods Holding Corp.
SBAC / SBA Communications Corporation
EGHT / 8x8, Inc.
SLB / Schlumberger Limited
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
APLS / Apellis Pharmaceuticals, Inc.
NOV / NOV Inc.
QQQ / Invesco QQQ Trust, Series 1
MBB / iShares Trust - iShares MBS ETF
CACI / CACI International Inc
MTZ / MasTec, Inc.
NTRA / Natera, Inc.
VIRT / Virtu Financial, Inc.
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
RBLX / Roblox Corporation
LNG / Cheniere Energy, Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
EOG / EOG Resources, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
GEV / GE Vernova Inc.
PAYC / Paycom Software, Inc.
LYFT / Lyft, Inc.
GDEC / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - December
ALLE / Allegion plc
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
PYPL / PayPal Holdings, Inc.
RHI / Robert Half Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
DDOG / Datadog, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF
ET / Energy Transfer LP - Limited Partnership
AMGN / Amgen Inc.
TRV / The Travelers Companies, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
XT / iShares Trust - iShares Exponential Technologies ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
ITCI / Intra-Cellular Therapies, Inc.
GE / General Electric Company
LLY / Eli Lilly and Company
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
LOW / Lowe's Companies, Inc.
BFAM / Bright Horizons Family Solutions Inc.
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF
KMX / CarMax, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
CI / The Cigna Group
ZM / Zoom Communications Inc.
TMO / Thermo Fisher Scientific Inc.
AMAT / Applied Materials, Inc.
UTHR / United Therapeutics Corporation
LIN / Linde plc
KMI / Kinder Morgan, Inc.
PLD / Prologis, Inc.
KEX / Kirby Corporation
HCA / HCA Healthcare, Inc.
PWR / Quanta Services, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
CVX / Chevron Corporation
BDX / Becton, Dickinson and Company
ORI / Old Republic International Corporation
IETC / iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF
KMB / Kimberly-Clark Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
MUB / iShares Trust - iShares National Muni Bond ETF
FAF / First American Financial Corporation
CLOA / BlackRock ETF Trust II - iShares AAA CLO Active ETF
KMPR / Kemper Corporation
VRT / Vertiv Holdings Co
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VAC / Marriott Vacations Worldwide Corporation
UNM / Unum Group
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
GWRE / Guidewire Software, Inc.
CRI / Carter's, Inc.
HAS / Hasbro, Inc.
CRM / Salesforce, Inc.
BERY / Berry Global Group, Inc.
LH / Labcorp Holdings Inc.
ALK / Alaska Air Group, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
UAUG / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - August
SFIX / Stitch Fix, Inc.
JBL / Jabil Inc.
WWD / Woodward, Inc.
BPMC / Blueprint Medicines Corporation
RL / Ralph Lauren Corporation
MEDP / Medpace Holdings, Inc.
CMI / Cummins Inc.
ZS / Zscaler, Inc.
CMS / CMS Energy Corporation
GJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July
STN / Stantec Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
GILD / Gilead Sciences, Inc.
DOV / Dover Corporation
BRBR / BellRing Brands, Inc.
UNH / UnitedHealth Group Incorporated
APP / AppLovin Corporation
IFN / The India Fund, Inc.
EA / Electronic Arts Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
AXS / AXIS Capital Holdings Limited
TRGP / Targa Resources Corp.
BDJ / BlackRock Enhanced Equity Dividend Trust
ISRG / Intuitive Surgical, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
ADBE / Adobe Inc.
HWM / Howmet Aerospace Inc.
AMZN / Amazon.com, Inc.
NXPI / NXP Semiconductors N.V.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
ADT / ADT Inc.
AVGO / Broadcom Inc.
NVDA / NVIDIA Corporation
CSGP / CoStar Group, Inc.
BMRN / BioMarin Pharmaceutical Inc.
VKTX / Viking Therapeutics, Inc.
NOW / ServiceNow, Inc.
IAU / iShares Gold Trust
CTAS / Cintas Corporation
VZ / Verizon Communications Inc.
PG / The Procter & Gamble Company
OVV / Ovintiv Inc.
LOPE / Grand Canyon Education, Inc.
SYK / Stryker Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
XRAY / DENTSPLY SIRONA Inc.
SERA / Sera Prognostics, Inc.
QDEL / QuidelOrtho Corporation
RSG / Republic Services, Inc.
EHC / Encompass Health Corporation
CHGG / Chegg, Inc.