Market Value4,961,886,386
Total Holdings523
File Date2025-04-28
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)
SNY / Sanofi - Depositary Receipt (Common Stock)
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
CRM / Salesforce, Inc.
AN / AutoNation, Inc.
CHD / Church & Dwight Co., Inc.
CM / Canadian Imperial Bank of Commerce
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
AXP / American Express Company
MPC / Marathon Petroleum Corporation
FIS / Fidelity National Information Services, Inc.
MPWR / Monolithic Power Systems, Inc.
AMZN / Amazon.com, Inc.
NKE / NIKE, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
VRSN / VeriSign, Inc.
GOOGL / Alphabet Inc.
DD / DuPont de Nemours, Inc.
UA / Under Armour, Inc.
ADBE / Adobe Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
NFLX / Netflix, Inc.
WBD / Warner Bros. Discovery, Inc.
PH / Parker-Hannifin Corporation
AAON / AAON, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
FTXP / Foothills Exploration, Inc.
RHI / Robert Half Inc.
SHW / The Sherwin-Williams Company
XPRO / Expro Group Holdings N.V.
LIN / Linde plc
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SMBK / SmartFinancial, Inc.
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CAT / Caterpillar Inc.
PSN / Parsons Corporation
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
FOUR / Shift4 Payments, Inc.
ROAD / Construction Partners, Inc.
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
PEG / Public Service Enterprise Group Incorporated
CLH / Clean Harbors, Inc.
EW / Edwards Lifesciences Corporation
DELL / Dell Technologies Inc.
URI / United Rentals, Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
MRK / Merck & Co., Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
PYPL / PayPal Holdings, Inc.
BMO / Bank of Montreal
BSL / Blackstone Senior Floating Rate 2027 Term Fund
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
LNC / Lincoln National Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ODFL / Old Dominion Freight Line, Inc.
ONL / Orion Properties Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
WBA / Walgreens Boots Alliance, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
TSCO / Tractor Supply Company
EFA / iShares Trust - iShares MSCI EAFE ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
LEA / Lear Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
MO / Altria Group, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
ROP / Roper Technologies, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
INTU / Intuit Inc.
AMPH / Amphastar Pharmaceuticals, Inc.
UPS / United Parcel Service, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
LNT / Alliant Energy Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
GIS / General Mills, Inc.
SOLV / Solventum Corporation
KVUE / Kenvue Inc.
VCSA / Vacasa, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
NEE / NextEra Energy, Inc.
SO / The Southern Company
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
AIG / American International Group, Inc.
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
TER / Teradyne, Inc.
MET / MetLife, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
AGI / Alamos Gold Inc.
FITB / Fifth Third Bancorp
KHC / The Kraft Heinz Company
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
CP / Canadian Pacific Kansas City Limited
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BSX / Boston Scientific Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
AVGO / Broadcom Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
TXN / Texas Instruments Incorporated
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
TDG / TransDigm Group Incorporated
AEP / American Electric Power Company, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
TFC / Truist Financial Corporation
BAM / Brookfield Asset Management Ltd.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
GS / The Goldman Sachs Group, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
MYI / BlackRock MuniYield Quality Fund III, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
IWB / iShares Trust - iShares Russell 1000 ETF
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
MDY / SPDR S&P MidCap 400 ETF Trust
PRU / Prudential Financial, Inc.
MCK / McKesson Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
TIP / iShares Trust - iShares TIPS Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
PM / Philip Morris International Inc.
HBAN / Huntington Bancshares Incorporated
SYY / Sysco Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
HEIA / Heico Corp. - Class A
TRV / The Travelers Companies, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
TMO / Thermo Fisher Scientific Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
DKNG / DraftKings Inc.
VSDA / Victory Portfolios II - VictoryShares Dividend Accelerator ETF
HPQ / HP Inc.
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
SN / SharkNinja, Inc.
QCOM / QUALCOMM Incorporated
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
GLW / Corning Incorporated
TT / Trane Technologies plc
EMR / Emerson Electric Co.
SYK / Stryker Corporation
USFD / US Foods Holding Corp.
CTAS / Cintas Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
HSY / The Hershey Company
RSG / Republic Services, Inc.
PG / The Procter & Gamble Company
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
CME / CME Group Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
WM / Waste Management, Inc.
KKR / KKR & Co. Inc.
SRE / Sempra
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
WDFC / WD-40 Company
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
AFK / VanEck ETF Trust - VanEck Africa Index ETF
PFG / Principal Financial Group, Inc.
HYGV / FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
NSC / Norfolk Southern Corporation
CL / Colgate-Palmolive Company
AVDE / American Century ETF Trust - Avantis International Equity ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
LUV / Southwest Airlines Co.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
TMUS / T-Mobile US, Inc.
RY / Royal Bank of Canada
MS / Morgan Stanley
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
SCCO / Southern Copper Corporation
ANSS / ANSYS, Inc.
XEL / Xcel Energy Inc.
ACN / Accenture plc
JNJ / Johnson & Johnson
TRGP / Targa Resources Corp.
GNRC / Generac Holdings Inc.
LHX / L3Harris Technologies, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
APD / Air Products and Chemicals, Inc.
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
UCBI / United Community Banks, Inc.
MMM / 3M Company
ATO / Atmos Energy Corporation
O / Realty Income Corporation
LRCX / Lam Research Corporation
UNH / UnitedHealth Group Incorporated
WMT / Walmart Inc.
XOM / Exxon Mobil Corporation
PGR / The Progressive Corporation
HHH / Howard Hughes Holdings Inc.
EXP / Eagle Materials Inc.
OKE / ONEOK, Inc.
SON / Sonoco Products Company
ABT / Abbott Laboratories
CLX / The Clorox Company
PNFP / Pinnacle Financial Partners, Inc.
WMB / The Williams Companies, Inc.
CMI / Cummins Inc.
MDT / Medtronic plc
IBIT / iShares Bitcoin Trust ETF
LMT / Lockheed Martin Corporation
CMG / Chipotle Mexican Grill, Inc.
GE / General Electric Company
MSI / Motorola Solutions, Inc.
DOW / Dow Inc.
RTX / RTX Corporation
BAX / Baxter International Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GLD / SPDR Gold Trust
V / Visa Inc.
COIN / Coinbase Global, Inc.
UNP / Union Pacific Corporation
MELI / MercadoLibre, Inc.
BRK.A / Berkshire Hathaway Inc.
BRK.A / Berkshire Hathaway Inc.
SCHW / The Charles Schwab Corporation
ALL / The Allstate Corporation
JEF / Jefferies Financial Group Inc.
AON / Aon plc
HD / The Home Depot, Inc.
KMI / Kinder Morgan, Inc.
FDS / FactSet Research Systems Inc.
BKFOF / Brookfield Corporation - Preferred Stock
AMD / Advanced Micro Devices, Inc.
GM / General Motors Company
COP / ConocoPhillips
DLR / Digital Realty Trust, Inc.
WFC / Wells Fargo & Company
NOC / Northrop Grumman Corporation
DG / Dollar General Corporation
OBDC / Blue Owl Capital Corporation
PLD / Prologis, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
FAST / Fastenal Company
SJM / The J. M. Smucker Company
JPM / JPMorgan Chase & Co.
BA / The Boeing Company
PSA / Public Storage
AJG / Arthur J. Gallagher & Co.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
DGX / Quest Diagnostics Incorporated
TXRH / Texas Roadhouse, Inc.
GD / General Dynamics Corporation
IYY / iShares Trust - iShares Dow Jones U.S. ETF
MC / Moelis & Company
MNST / Monster Beverage Corporation
IBKR / Interactive Brokers Group, Inc.
EOG / EOG Resources, Inc.
ITW / Illinois Tool Works Inc.
BXMT / Blackstone Mortgage Trust, Inc.
IP / International Paper Company
APH / Amphenol Corporation
SBRA / Sabra Health Care REIT, Inc.
BBY / Best Buy Co., Inc.
PFE / Pfizer Inc.
SLVM / Sylvamo Corporation
STC / Stewart Information Services Corporation
STZ / Constellation Brands, Inc.
CTVA / Corteva, Inc.
GPC / Genuine Parts Company
CBOE / Cboe Global Markets, Inc.
META / Meta Platforms, Inc.
COR / Cencora, Inc.
WELL / Welltower Inc.
SLV / iShares Silver Trust
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
JAJL / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul
VTRS / Viatris Inc.
RMD / ResMed Inc.
EMN / Eastman Chemical Company
J / Jacobs Solutions Inc.
SNA / Snap-on Incorporated
STRL / Sterling Infrastructure, Inc.
AVY / Avery Dennison Corporation
RF / Regions Financial Corporation
IBB / iShares Trust - iShares Biotechnology ETF
CHH / Choice Hotels International, Inc.
AFL / Aflac Incorporated
ETR / Entergy Corporation
SGRY / Surgery Partners, Inc.
NOMD / Nomad Foods Limited
LULU / lululemon athletica inc.
MCD / McDonald's Corporation
DIS / The Walt Disney Company
STWD / Starwood Property Trust, Inc.
PLTR / Palantir Technologies Inc.
CVS / CVS Health Corporation
USB / U.S. Bancorp
LII / Lennox International Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
AMP / Ameriprise Financial, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
ECL / Ecolab Inc.
MAR / Marriott International, Inc.
DXCM / DexCom, Inc.
SPY / SPDR S&P 500 ETF
ROK / Rockwell Automation, Inc.
MSFT / Microsoft Corporation
NHC / National HealthCare Corporation
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
ORLY / O'Reilly Automotive, Inc.
DE / Deere & Company
SBUX / Starbucks Corporation
KO / The Coca-Cola Company
AZO / AutoZone, Inc.
CPRT / Copart, Inc.
RCL / Royal Caribbean Cruises Ltd.
FIX / Comfort Systems USA, Inc.
BX / Blackstone Inc.
UBSI / United Bankshares, Inc.
WEC / WEC Energy Group, Inc.
TSLA / Tesla, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
MCHP / Microchip Technology Incorporated
MTD / Mettler-Toledo International Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PAYX / Paychex, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
PPG / PPG Industries, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
EBGEF / Enbridge Inc. - Preferred Stock
TJX / The TJX Companies, Inc.
PEP / PepsiCo, Inc.
HON / Honeywell International Inc.
T / AT&T Inc.
ICE / Intercontinental Exchange, Inc.
FTNT / Fortinet, Inc.
PNC / The PNC Financial Services Group, Inc.
COF / Capital One Financial Corporation
WMIH / Mr. Cooper Group Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
C / Citigroup Inc. - Corporate Bond/Note
GOOG / Alphabet Inc.
MLM / Martin Marietta Materials, Inc.
LLY / Eli Lilly and Company
NVDA / NVIDIA Corporation
BAC / Bank of America Corporation
CMCSA / Comcast Corporation
JLL / Jones Lang LaSalle Incorporated
CBZ / CBIZ, Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BLK / BlackRock, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
OMC / Omnicom Group Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
QQQ / Invesco QQQ Trust, Series 1
ORCL / Oracle Corporation
MRVL / Marvell Technology, Inc.
COST / Costco Wholesale Corporation
AAPL / Apple Inc.
PSX / Phillips 66
ED / Consolidated Edison, Inc.
MDLZ / Mondelez International, Inc.
OTIS / Otis Worldwide Corporation
ABBV / AbbVie Inc.
MU / Micron Technology, Inc.
RNST / Renasant Corporation
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
KD / Kyndryl Holdings, Inc.
SNPS / Synopsys, Inc.
WY / Weyerhaeuser Company
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
LH / Labcorp Holdings Inc.
MA / Mastercard Incorporated
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
MVSTW / Microvast Holdings, Inc. - Equity Warrant
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DUK / Duke Energy Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
WFC.PRL / Wells Fargo & Company - Preferred Stock
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
KR / The Kroger Co.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
DOC / Healthpeak Properties, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
SHOP / Shopify Inc.
GILD / Gilead Sciences, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
ISRG / Intuitive Surgical, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
YUM / Yum! Brands, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
EXAS / Exact Sciences Corporation
BMY / Bristol-Myers Squibb Company
AMAT / Applied Materials, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
SKWD / Skyward Specialty Insurance Group, Inc.
HPE / Hewlett Packard Enterprise Company
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
ADSK / Autodesk, Inc.
HSTM / HealthStream, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
NHI / National Health Investors, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
IAU / iShares Gold Trust
BKNG / Booking Holdings Inc.
SLB / Schlumberger Limited
CI / The Cigna Group
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
TGT / Target Corporation
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
KMB / Kimberly-Clark Corporation
KMX / CarMax, Inc.
VSTB.X / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CVX / Chevron Corporation
AMT / American Tower Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
HCA / HCA Healthcare, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
EFX / Equifax Inc.
CARR / Carrier Global Corporation
ARCC / Ares Capital Corporation
FDX / FedEx Corporation
TRP / TC Energy Corporation
PWR / Quanta Services, Inc.
PANW / Palo Alto Networks, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
MHD / BlackRock MuniHoldings Fund, Inc.
VLO / Valero Energy Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ET / Energy Transfer LP - Limited Partnership
ONB / Old National Bancorp
ELV / Elevance Health, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
IYW / iShares Trust - iShares U.S. Technology ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
CW / Curtiss-Wright Corporation
DVY / iShares Trust - iShares Select Dividend ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
HES / Hess Corporation
VZ / Verizon Communications Inc.
CB / Chubb Limited
SAIA / Saia, Inc.
MCO / Moody's Corporation
AZPN / Aspen Technology, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
VMC / Vulcan Materials Company
FBK / FB Financial Corporation
CDNS / Cadence Design Systems, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
GEV / GE Vernova Inc.
TPR / Tapestry, Inc.
EOS / Eaton Vance Enhanced Equity Income Fund II
SPGI / S&P Global Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
CSX / CSX Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
DHR / Danaher Corporation
IBM / International Business Machines Corporation
ADI / Analog Devices, Inc.
AMGN / Amgen Inc.
ADP / Automatic Data Processing, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
FLS / Flowserve Corporation
LOW / Lowe's Companies, Inc.
WPC / W. P. Carey Inc.
APO / Apollo Global Management, Inc.
CFG / Citizens Financial Group, Inc.
ETN / Eaton Corporation plc
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
F / Ford Motor Company
CADE / Cadence Bank
LYTS / LSI Industries Inc.
NOW / ServiceNow, Inc.
CPAY / Corpay, Inc.
INTC / Intel Corporation
IR / Ingersoll Rand Inc.
WRB / W. R. Berkley Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
GSK / GSK plc - Depositary Receipt (Common Stock)
JKHY / Jack Henry & Associates, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
PECO / Phillips Edison & Company, Inc.
OGN / Organon & Co.
CTSH / Cognizant Technology Solutions Corporation
EYLD / Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF
ZTS / Zoetis Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
D / Dominion Energy, Inc.
OLLI / Ollie's Bargain Outlet Holdings, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
RJF / Raymond James Financial, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IAT / iShares Trust - iShares U.S. Regional Banks ETF
MKTX / MarketAxess Holdings Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
CSCO / Cisco Systems, Inc.