Market Value956,649,309
Total Holdings820
File Date2024-02-05
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.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
FSCO / FS Credit Opportunities Corp.
BNS / The Bank of Nova Scotia
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
FRME / First Merchants Corporation
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
LKFN / Lakeland Financial Corporation
CRCT / Cricut, Inc.
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
VLD / Velo3D, Inc.
INVH / Invitation Homes Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
SQ / Block, Inc.
SVVC / Firsthand Technology Value Fund, Inc.
TDUP / ThredUp Inc.
KMF / Kayne Anderson NextGen Energy & Infrastructure Inc
BOH / Bank of Hawaii Corporation
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
TWO / Two Harbors Investment Corp.
DX / Dynex Capital, Inc.
NKE / NIKE, Inc.
CUTR / Cutera, Inc.
BFA / Brown-Forman Corp. - Class A
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HOOD / Robinhood Markets, Inc.
XHR / Xenia Hotels & Resorts, Inc.
MNST / Monster Beverage Corporation
HIVE / HIVE Digital Technologies Ltd.
MREO / Mereo BioPharma Group plc - Depositary Receipt (Common Stock)
WEC / WEC Energy Group, Inc.
XEL / Xcel Energy Inc.
MTH / Meritage Homes Corporation
UPS / United Parcel Service, Inc.
TDC / Teradata Corporation
AMAT / Applied Materials, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
PANW / Palo Alto Networks, Inc.
GXO / GXO Logistics, Inc.
FFIN / First Financial Bankshares, Inc.
RTX / RTX Corporation
OLED / Universal Display Corporation
LPLA / LPL Financial Holdings Inc.
SPLK / Splunk Inc.
OKE / ONEOK, Inc.
GPRE / Green Plains Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
PUMP / ProPetro Holding Corp.
MKC / McCormick & Company, Incorporated
VZ / Verizon Communications Inc.
OLN / Olin Corporation
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
EOLS / Evolus, Inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
GME / GameStop Corp.
EXR / Extra Space Storage Inc.
YUMC / Yum China Holdings, Inc.
STEL / Stellar Bancorp, Inc.
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
EMR / Emerson Electric Co.
IRM / Iron Mountain Incorporated
ENB / Enbridge Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
TLRY / Tilray Brands, Inc.
NBIS / Nebius Group N.V.
MRK / Merck & Co., Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
CRM / Salesforce, Inc.
CPB / The Campbell's Company
1CNP / CenterPoint Energy, Inc.
MAR / Marriott International, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
AXON / Axon Enterprise, Inc.
GLD / SPDR Gold Trust
LULU / lululemon athletica inc.
ITW / Illinois Tool Works Inc.
ROP / Roper Technologies, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
DOV / Dover Corporation
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
INTU / Intuit Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
FTDS / First Trust Exchange-Traded Fund - First Trust Dividend Strength ETF
ZIMV / ZimVie Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
NDMO / Nuveen Dynamic Municipal Opportunities Fund
VUG / Vanguard Index Funds - Vanguard Growth ETF
TGT / Target Corporation
AYX / Alteryx, Inc.
NOW / ServiceNow, Inc.
NTRS / Northern Trust Corporation
CATC / Cambridge Bancorp
GS / The Goldman Sachs Group, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
EQR / Equity Residential
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
PXD / Pioneer Natural Resources Company
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note
HAUZ / DBX ETF Trust - Xtrackers International Real Estate ETF
NRG / NRG Energy, Inc.
BFB / Brown-Forman Corp. - Class B
AIG / American International Group, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
EQIX / Equinix, Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
MAPS / WM Technology, Inc.
U / Unity Software Inc.
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
NEP / XPLR Infrastructure, LP - Limited Partnership
GOOGL / Alphabet Inc.
UDR / UDR, Inc.
PPG / PPG Industries, Inc.
DOCU / DocuSign, Inc.
VICI / VICI Properties Inc.
TXN / Texas Instruments Incorporated
ES / Eversource Energy
OKTA / Okta, Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
AMGN / Amgen Inc.
NU / Nu Holdings Ltd.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
PAYX / Paychex, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
JBL / Jabil Inc.
CE / Celanese Corporation
ETR / Entergy Corporation
TYL / Tyler Technologies, Inc.
GOLD / Barrick Mining Corporation
FVRR / Fiverr International Ltd.
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
TJX / The TJX Companies, Inc.
AXP / American Express Company
STZ / Constellation Brands, Inc.
SAVEQ / Spirit Airlines, Inc.
VEEV / Veeva Systems Inc.
AMD / Advanced Micro Devices, Inc.
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
NGG / National Grid plc - Depositary Receipt (Common Stock)
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
WFC / Wells Fargo & Company
MO / Altria Group, Inc.
HUBB / Hubbell Incorporated
GNTX / Gentex Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
SOXX / iShares Trust - iShares Semiconductor ETF
DRI / Darden Restaurants, Inc.
HRL / Hormel Foods Corporation
MPWR / Monolithic Power Systems, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
MARA / MARA Holdings, Inc.
VMC / Vulcan Materials Company
NWSA / News Corporation
F / Ford Motor Company
TSN / Tyson Foods, Inc.
TMUS / T-Mobile US, Inc.
PGR / The Progressive Corporation
EXPD / Expeditors International of Washington, Inc.
SHOP / Shopify Inc.
NFLX / Netflix, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
CTVA / Corteva, Inc.
KMB / Kimberly-Clark Corporation
QIPT / Quipt Home Medical Corp.
MLKN / MillerKnoll, Inc.
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
DJT / Trump Media & Technology Group Corp.
EPD / Enterprise Products Partners L.P. - Limited Partnership
BDX / Becton, Dickinson and Company
UFPI / UFP Industries, Inc.
EMN / Eastman Chemical Company
SPCE / Virgin Galactic Holdings, Inc.
RIOT / Riot Platforms, Inc.
CAG / Conagra Brands, Inc.
C.WSA / Citigroup, Inc.
HBI / Hanesbrands Inc.
AAP / Advance Auto Parts, Inc.
AREN / The Arena Group Holdings, Inc.
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
LNC / Lincoln National Corporation
CNSP / CNS Pharmaceuticals, Inc.
ETON / Eton Pharmaceuticals, Inc.
AVB / AvalonBay Communities, Inc.
CHRD / Chord Energy Corporation
CHX / ChampionX Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
DVN / Devon Energy Corporation
ATO / Atmos Energy Corporation
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
DAL / Delta Air Lines, Inc.
ABML / American Battery Technology Company
SRE / Sempra
CRWD / CrowdStrike Holdings, Inc.
ENSC / Ensysce Biosciences, Inc.
GWW / W.W. Grainger, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
PNFP / Pinnacle Financial Partners, Inc.
MNDY / monday.com Ltd.
FTRE.V / Fortrea Holdings Inc
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
SQNS / Sequans Communications S.A. - Depositary Receipt (Common Stock)
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
NUV / Nuveen Municipal Value Fund, Inc.
BYND / Beyond Meat, Inc.
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
QCOM / QUALCOMM Incorporated
CRL / Charles River Laboratories International, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
KSS / Kohl's Corporation
HD / The Home Depot, Inc.
SNGX / Soligenix, Inc.
ORCL / Oracle Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MBC / MasterBrand, Inc.
ILMN / Illumina, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
WBA / Walgreens Boots Alliance, Inc.
RLI / RLI Corp.
PTEN / Patterson-UTI Energy, Inc.
CTSH / Cognizant Technology Solutions Corporation
VRSK / Verisk Analytics, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
CGC / Canopy Growth Corporation
BCE / BCE Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
ZBRA / Zebra Technologies Corporation
MBB / iShares Trust - iShares MBS ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
PPL / PPL Corporation
APA / APA Corporation
LBRDK / Liberty Broadband Corporation
DTM / DT Midstream, Inc.
UBER / Uber Technologies, Inc.
PFE / Pfizer Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
ANSS / ANSYS, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
TER / Teradyne, Inc.
MAN / ManpowerGroup Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
MDLZ / Mondelez International, Inc.
T / AT&T Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
ELYS / Elys BMG Group, Inc.
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
VMW / Vmware Inc. - Class A
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
HDV / iShares Trust - iShares Core High Dividend ETF
EWY / iShares, Inc. - iShares MSCI South Korea ETF
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
ATVI / Activision Blizzard Inc
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
JHG / Janus Henderson Group plc
DLR / Digital Realty Trust, Inc.
SDC / Smiledirectclub Inc - Class A
CM / Canadian Imperial Bank of Commerce
WU / The Western Union Company
MCHI / iShares Trust - iShares MSCI China ETF
TXRH / Texas Roadhouse, Inc.
SPH / Suburban Propane Partners, L.P. - Limited Partnership
PYPL / PayPal Holdings, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
TILT / FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
DPZ / Domino's Pizza, Inc.
BHF / Brighthouse Financial, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
A / Agilent Technologies, Inc.
DASH / DoorDash, Inc.
CMS / CMS Energy Corporation
TT / Trane Technologies plc
IBB / iShares Trust - iShares Biotechnology ETF
LYV / Live Nation Entertainment, Inc.
ENZL / iShares Trust - iShares MSCI New Zealand ETF
SAIC / Science Applications International Corporation
ECC / Eagle Point Credit Company Inc.
NET / Cloudflare, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
FANG / Diamondback Energy, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
BHVN / Biohaven Ltd.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
ACN / Accenture plc
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EMO / ClearBridge Energy Midstream Opportunity Fund Inc
MSI / Motorola Solutions, Inc.
BR / Broadridge Financial Solutions, Inc.
AZO / AutoZone, Inc.
DKS / DICK'S Sporting Goods, Inc.
CMA / Comerica Incorporated
MAT / Mattel, Inc.
DXCM / DexCom, Inc.
TFC / Truist Financial Corporation
FE / FirstEnergy Corp.
CCI / Crown Castle Inc.
MA / Mastercard Incorporated
COST / Costco Wholesale Corporation
YUM / Yum! Brands, Inc.
NUE / Nucor Corporation
IWV / iShares Trust - iShares Russell 3000 ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
PINS / Pinterest, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
JCI / Johnson Controls International plc
V / Visa Inc.
TMC / TMC the metals company Inc.
SLVM / Sylvamo Corporation
ABT / Abbott Laboratories
RF / Regions Financial Corporation
NTG / Tortoise Midstream Energy Fund, Inc.
UP / Wheels Up Experience Inc.
CREE / Cree, Inc.
HCC / Warrior Met Coal, Inc.
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
GRMN / Garmin Ltd.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
CPT / Camden Property Trust
DG / Dollar General Corporation
BLDR / Builders FirstSource, Inc.
HFRO / Highland Funds I - Highland Opportunities and Income Fund
NIO / NIO Inc. - Depositary Receipt (Common Stock)
LAMR / Lamar Advertising Company
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SYF / Synchrony Financial
FITB / Fifth Third Bancorp
INTC / Intel Corporation
NSC / Norfolk Southern Corporation
CMCSA / Comcast Corporation
PKG / Packaging Corporation of America
PG / The Procter & Gamble Company
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
CCL / Carnival Corporation & plc
IXC / iShares Trust - iShares Global Energy ETF
HPQ / HP Inc.
DIS / The Walt Disney Company
TMO / Thermo Fisher Scientific Inc.
FAST / Fastenal Company
SBUX / Starbucks Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
RXO / RXO, Inc.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
CB / Chubb Limited
PM / Philip Morris International Inc.
NI / NiSource Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
SIRI / Sirius XM Holdings Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
DELL / Dell Technologies Inc.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
WCN / Waste Connections, Inc.
MOH / Molina Healthcare, Inc.
ALLY / Ally Financial Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
SNAP / Snap Inc.
AMG / Affiliated Managers Group, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
OTIS / Otis Worldwide Corporation
CHWY / Chewy, Inc.
AFL / Aflac Incorporated
IVV / iShares Trust - iShares Core S&P 500 ETF
LIN / Linde plc
BSX / Boston Scientific Corporation
COIN / Coinbase Global, Inc.
TRV / The Travelers Companies, Inc.
GD / General Dynamics Corporation
CARR / Carrier Global Corporation
OLO / Olo Inc.
ZI / ZoomInfo Technologies Inc.
URI / United Rentals, Inc.
VICR / Vicor Corporation
SPGI / S&P Global Inc.
ACB / Aurora Cannabis Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
NX / Quanex Building Products Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
MDB / MongoDB, Inc.
CHS / Chico's FAS, Inc.
BILL / BILL Holdings, Inc.
CNMD / CONMED Corporation
UAL / United Airlines Holdings, Inc.
BANC / Banc of California, Inc.
MP / MP Materials Corp.
ROST / Ross Stores, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ESS / Essex Property Trust, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
CEG / Constellation Energy Corporation
OXY / Occidental Petroleum Corporation
SUI / Sun Communities, Inc.
PKST / Peakstone Realty Trust
HES / Hess Corporation
AWK / American Water Works Company, Inc.
LNT / Alliant Energy Corporation
AXL / American Axle & Manufacturing Holdings, Inc.
PLTR / Palantir Technologies Inc.
JMIA / Jumia Technologies AG - Depositary Receipt (Common Stock)
META / Meta Platforms, Inc.
PCOR / Procore Technologies, Inc.
SNOW / Snowflake Inc.
SPY / SPDR S&P 500 ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MET / MetLife, Inc.
CSX / CSX Corporation
MCK / McKesson Corporation
MU / Micron Technology, Inc.
GOOG / Alphabet Inc.
LKQ / LKQ Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IR / Ingersoll Rand Inc.
TDY / Teledyne Technologies Incorporated
SHYF / The Shyft Group, Inc.
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
ARE / Alexandria Real Estate Equities, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
ABBV / AbbVie Inc.
CHPT / ChargePoint Holdings, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
DVY / iShares Trust - iShares Select Dividend ETF
ED / Consolidated Edison, Inc.
ALL / The Allstate Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
NEE / NextEra Energy, Inc.
ELV / Elevance Health, Inc.
KVYO / Klaviyo, Inc.
ZTS / Zoetis Inc.
ET / Energy Transfer LP - Limited Partnership
RUM / Rumble Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SNV / Synovus Financial Corp.
VPU / Vanguard World Fund - Vanguard Utilities ETF
TD / The Toronto-Dominion Bank
CAH / Cardinal Health, Inc.
KHC / The Kraft Heinz Company
TROW / T. Rowe Price Group, Inc.
LAD / Lithia Motors, Inc.
IVT / InvenTrust Properties Corp.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
TRMB / Trimble Inc.
DD / DuPont de Nemours, Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
DHR / Danaher Corporation
LW / Lamb Weston Holdings, Inc.
NLY / Annaly Capital Management, Inc.
HON / Honeywell International Inc.
ETN / Eaton Corporation plc
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
JBI / Janus International Group, Inc.
EIS / iShares, Inc. - iShares MSCI Israel ETF
RSG / Republic Services, Inc.
VTRS / Viatris Inc.
BAX / Baxter International Inc.
PRU / Prudential Financial, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IDXX / IDEXX Laboratories, Inc.
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
PCG / PG&E Corporation
EMBC / Embecta Corp.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
WDC / Western Digital Corporation
UNH / UnitedHealth Group Incorporated
EA / Electronic Arts Inc.
NBTB / NBT Bancorp Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
FTNT / Fortinet, Inc.
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
AMT / American Tower Corporation
CVS / CVS Health Corporation
NEOG / Neogen Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
BMY / Bristol-Myers Squibb Company
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
SNPS / Synopsys, Inc.
WSM / Williams-Sonoma, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DUK / Duke Energy Corporation
K / Kellanova
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
ANET / Arista Networks Inc
UNP / Union Pacific Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
PNC / The PNC Financial Services Group, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
LADR / Ladder Capital Corp
LOW / Lowe's Companies, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
HIG / The Hartford Insurance Group, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
STLA / Stellantis N.V.
PEP / PepsiCo, Inc.
CDNS / Cadence Design Systems, Inc.
FDX / FedEx Corporation
IPG / The Interpublic Group of Companies, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
COP / ConocoPhillips
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
OGN / Organon & Co.
LHX / L3Harris Technologies, Inc.
VTR / Ventas, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
RBLX / Roblox Corporation
KRG / Kite Realty Group Trust
EW / Edwards Lifesciences Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
KXI / iShares Trust - iShares Global Consumer Staples ETF
PH / Parker-Hannifin Corporation
CHKP / Check Point Software Technologies Ltd.
XPO / XPO, Inc.
CME / CME Group Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
AAL / American Airlines Group Inc.
NVDA / NVIDIA Corporation
APH / Amphenol Corporation
INFY / Infosys Limited - Depositary Receipt (Common Stock)
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
GERN / Geron Corporation
MBLY / Mobileye Global Inc.
MRNA / Moderna, Inc.
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
JPM / JPMorgan Chase & Co.
LCID / Lucid Group, Inc.
SNDL / SNDL Inc.
HPE / Hewlett Packard Enterprise Company
DLTR / Dollar Tree, Inc.
LLY / Eli Lilly and Company
ADBE / Adobe Inc.
AAPL / Apple Inc.
MRVL / Marvell Technology, Inc.
MSFT / Microsoft Corporation
MGM / MGM Resorts International
BA / The Boeing Company
PEAK / Healthpeak Properties, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
C / Citigroup Inc. - Corporate Bond/Note
MKSI / MKS Inc.
SCHW / The Charles Schwab Corporation
ADP / Automatic Data Processing, Inc.
CFLT / Confluent, Inc.
GILD / Gilead Sciences, Inc.
FBIN / Fortune Brands Innovations, Inc.
IP / International Paper Company
J / Jacobs Solutions Inc.
BXP / Boston Properties, Inc.
CPRT / Copart, Inc.
APD / Air Products and Chemicals, Inc.
WMT / Walmart Inc.
MELI / MercadoLibre, Inc.
FI / Fiserv, Inc.
GLW / Corning Incorporated
COR / Cencora, Inc.
AJG / Arthur J. Gallagher & Co.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
MLM / Martin Marietta Materials, Inc.
ODFL / Old Dominion Freight Line, Inc.
MCHP / Microchip Technology Incorporated
SEDG / SolarEdge Technologies, Inc.
OTTR / Otter Tail Corporation
NOC / Northrop Grumman Corporation
OCFC / OceanFirst Financial Corp.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
HBAN / Huntington Bancshares Incorporated
PACB / Pacific Biosciences of California, Inc.
CTAS / Cintas Corporation
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
TXT / Textron Inc.
HTGC / Hercules Capital, Inc.
AIT / Applied Industrial Technologies, Inc.
RMBS / Rambus Inc.
NXPI / NXP Semiconductors N.V.
TEAM / Atlassian Corporation
GBCI / Glacier Bancorp, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
HLT / Hilton Worldwide Holdings Inc.
TSCO / Tractor Supply Company
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
OEF / iShares Trust - iShares S&P 100 ETF
KVUE / Kenvue Inc.
DECK / Deckers Outdoor Corporation
WDAY / Workday, Inc.
DE / Deere & Company
SLV / iShares Silver Trust
ULTA / Ulta Beauty, Inc.
YTRA / Yatra Online, Inc.
SMCI / Super Micro Computer, Inc.
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
GPC / Genuine Parts Company
CMI / Cummins Inc.
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
BKR / Baker Hughes Company
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
BC / Brunswick Corporation
IXN / iShares Trust - iShares Global Tech ETF
STWD / Starwood Property Trust, Inc.
NEM / Newmont Corporation
STLD / Steel Dynamics, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
GWRE / Guidewire Software, Inc.
BRK.A / Berkshire Hathaway Inc.
EL / The Estée Lauder Companies Inc.
ACLS / Axcelis Technologies, Inc.
MFC / Manulife Financial Corporation
CADE / Cadence Bank
LEG / Leggett & Platt, Incorporated
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
CINF / Cincinnati Financial Corporation
HUBS / HubSpot, Inc.
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
BAC / Bank of America Corporation
ODC / Oil-Dri Corporation of America
PWR / Quanta Services, Inc.
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
EQT / EQT Corporation
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
WAL / Western Alliance Bancorporation
LRCX / Lam Research Corporation
SFL / SFL Corporation Ltd.
UWMC / UWM Holdings Corporation
XOM / Exxon Mobil Corporation
ESTC / Elastic N.V.
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
EWW / iShares, Inc. - iShares MSCI Mexico ETF
CRDO / Credo Technology Group Holding Ltd
EG / Everest Group, Ltd.
LH / Labcorp Holdings Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
RC / Ready Capital Corporation
IT / Gartner, Inc.
TTWO / Take-Two Interactive Software, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ALLE / Allegion plc
ECL / Ecolab Inc.
AON / Aon plc
SWKS / Skyworks Solutions, Inc.
VLTO / Veralto Corporation
ADI / Analog Devices, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
RPM / RPM International Inc.
BBY / Best Buy Co., Inc.
CAT / Caterpillar Inc.
KR / The Kroger Co.
CACC / Credit Acceptance Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
KD / Kyndryl Holdings, Inc.
CSCO / Cisco Systems, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
CHTR / Charter Communications, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
ABNB / Airbnb, Inc.
CVX / Chevron Corporation
MUSA / Murphy USA Inc.
RY / Royal Bank of Canada
LLYVA / Liberty Live Group
HWM / Howmet Aerospace Inc.
BRK.B / Berkshire Hathaway Inc.
MMM / 3M Company
GNRC / Generac Holdings Inc.
LLYVK / Liberty Live Group
WHR / Whirlpool Corporation
ENTG / Entegris, Inc.
HBNC / Horizon Bancorp, Inc.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
ICF / iShares Trust - iShares Select U.S. REIT ETF
ADM / Archer-Daniels-Midland Company
ONTO / Onto Innovation Inc.
WPM / Wheaton Precious Metals Corp.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
TYG / Tortoise Energy Infrastructure Corporation
IDRV / iShares Trust - iShares Self-Driving EV and Tech ETF
LUV / Southwest Airlines Co.
WM / Waste Management, Inc.
RHI / Robert Half Inc.
HSY / The Hershey Company
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
XFLT / XAI Octagon Floating Rate & Alternative Income Trust
LMT / Lockheed Martin Corporation
AI / C3.ai, Inc.
VSDA / Victory Portfolios II - VictoryShares Dividend Accelerator ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VLO / Valero Energy Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PSX / Phillips 66
DGX / Quest Diagnostics Incorporated
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
MAS / Masco Corporation
KLAC / KLA Corporation
O / Realty Income Corporation
SPG / Simon Property Group, Inc.
MGA / Magna International Inc.
LCTX / Lineage Cell Therapeutics, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CRH / CRH plc
GIS / General Mills, Inc.
DOC / Healthpeak Properties, Inc.
OSUR / OraSure Technologies, Inc.
DHI / D.R. Horton, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
KLG / WK Kellogg Co
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
GL / Globe Life Inc.
PTLO / Portillo's Inc.
BKNG / Booking Holdings Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MMC / Marsh & McLennan Companies, Inc.
CL / Colgate-Palmolive Company
IDA / IDACORP, Inc.
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
MTB / M&T Bank Corporation
BATRA / Atlanta Braves Holdings, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
HAL / Halliburton Company
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
VCTR / Victory Capital Holdings, Inc.
SGI / Somnigroup International Inc.
MRO / Marathon Oil Corporation
BLDE / Strata Critical Medical, Inc.
TTD / The Trade Desk, Inc.
FCX / Freeport-McMoRan Inc.
ISRG / Intuitive Surgical, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MNMD / Mind Medicine (MindMed) Inc.
BLD / TopBuild Corp.
WBD / Warner Bros. Discovery, Inc.
KEYS / Keysight Technologies, Inc.
AEP / American Electric Power Company, Inc.
RSX / VanEck ETF Trust - VanEck Russia ETF
SO / The Southern Company
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
OHI / Omega Healthcare Investors, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
AXDXQ / Accelerate Diagnostics, Inc.
GE / General Electric Company
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
AEM / Agnico Eagle Mines Limited
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MPC / Marathon Petroleum Corporation
PFG / Principal Financial Group, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
SCLX / Scilex Holding Company
COLB / Columbia Banking System, Inc.
DOW / Dow Inc.
EIX / Edison International
GM / General Motors Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
FRCB / First Republic Bank
BX / Blackstone Inc.
SBRA / Sabra Health Care REIT, Inc.
MS / Morgan Stanley
IBM / International Business Machines Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
SJM / The J. M. Smucker Company
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
CI / The Cigna Group
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
SWK / Stanley Black & Decker, Inc.
BDJ / BlackRock Enhanced Equity Dividend Trust
KSM / DWS Strategic Municipal Income Trust
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
GSK / GSK plc - Depositary Receipt (Common Stock)
CLX / The Clorox Company
COF / Capital One Financial Corporation
HEI / HEICO Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
QQQ / Invesco QQQ Trust, Series 1
SJT / San Juan Basin Royalty Trust
EXC / Exelon Corporation
ANDE / The Andersons, Inc.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
D / Dominion Energy, Inc.
THG / The Hanover Insurance Group, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
HEIA / Heico Corp. - Class A
TTEK / Tetra Tech, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
FIS / Fidelity National Information Services, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
RCL / Royal Caribbean Cruises Ltd.
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
AEE / Ameren Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
DDOG / Datadog, Inc.
CMG / Chipotle Mexican Grill, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
USO / United States Oil Fund, LP - Limited Partnership
JNJ / Johnson & Johnson
AMZN / Amazon.com, Inc.
LDOS / Leidos Holdings, Inc.
EVRG / Evergy, Inc.
CRUS / Cirrus Logic, Inc.
VRSN / VeriSign, Inc.
RCM / R1 RCM Inc.
IEP / Icahn Enterprises L.P.
BIIB / Biogen Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
AZEK / The AZEK Company Inc.
HCA / HCA Healthcare, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
PRA / ProAssurance Corporation
ADC / Agree Realty Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
KEY / KeyCorp
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
PEG / Public Service Enterprise Group Incorporated
BKH / Black Hills Corporation
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
NYT / The New York Times Company
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
KMI / Kinder Morgan, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MIDD / The Middleby Corporation
WMB / The Williams Companies, Inc.
WTFC / Wintrust Financial Corporation
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
PHM / PulteGroup, Inc.
SYK / Stryker Corporation
FDT / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
GEHC / GE HealthCare Technologies Inc.
CP / Canadian Pacific Kansas City Limited
DTE / DTE Energy Company
CWST / Casella Waste Systems, Inc.
CNI / Canadian National Railway Company
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
MDY / SPDR S&P MidCap 400 ETF Trust
CHD / Church & Dwight Co., Inc.
OUNZ / VanEck Merk Gold ETF
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
SLB / Schlumberger Limited
PLD / Prologis, Inc.
HOLX / Hologic, Inc.
EOG / EOG Resources, Inc.
SYY / Sysco Corporation
VRTX / Vertex Pharmaceuticals Incorporated
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
NRT / North European Oil Royalty Trust
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MDT / Medtronic plc
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
ALGN / Align Technology, Inc.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
KTF / DWS Municipal Income Trust
AMP / Ameriprise Financial, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ADX / Adams Diversified Equity Fund, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
FSLR / First Solar, Inc.
FL / Foot Locker, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock)
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
STX / Seagate Technology Holdings plc
USB / U.S. Bancorp
CUK / Carnival Corporation & plc - Depositary Receipt (Common Stock)
ADSK / Autodesk, Inc.
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
IWM / iShares Trust - iShares Russell 2000 ETF
IAU / iShares Gold Trust
IWN / iShares Trust - iShares Russell 2000 Value ETF
KO / The Coca-Cola Company
LUMN / Lumen Technologies, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MCD / McDonald's Corporation
AVGO / Broadcom Inc.