Market Value5,471,570,863
Total Holdings564
File Date2025-02-05
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.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
EIX / Edison International
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
LLY / Eli Lilly and Company
WTRG / Essential Utilities, Inc.
MCD / McDonald's Corporation
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
MSCI / MSCI Inc.
SLV / iShares Silver Trust
NOW / ServiceNow, Inc.
USB / U.S. Bancorp
PSX / Phillips 66
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
C / Citigroup Inc. - Corporate Bond/Note
BKR / Baker Hughes Company
CMCSA / Comcast Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
XIFR / XPLR Infrastructure, LP - Limited Partnership
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
DLR / Digital Realty Trust, Inc.
AMGN / Amgen Inc.
PCAR / PACCAR Inc
CARR / Carrier Global Corporation
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ADP / Automatic Data Processing, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
DOW / Dow Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
FSLR / First Solar, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
TMO / Thermo Fisher Scientific Inc.
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
BK / The Bank of New York Mellon Corporation
SHV / iShares Trust - iShares Short Treasury Bond ETF
DDOG / Datadog, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
CI / The Cigna Group
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
NXP / Nuveen Select Tax-Free Income Portfolio
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
DFS / Discover Financial Services
CEF / Sprott Physical Gold and Silver Trust
WELL / Welltower Inc.
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
GOLD / Barrick Mining Corporation
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
PLL / Piedmont Lithium Inc.
NXT / Nextracker Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
NVT / nVent Electric plc
GILD / Gilead Sciences, Inc.
TEL / TE Connectivity plc
WEC / WEC Energy Group, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
PG / The Procter & Gamble Company
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
ETR / Entergy Corporation
MMM / 3M Company
A / Agilent Technologies, Inc.
ORLY / O'Reilly Automotive, Inc.
GOOG / Alphabet Inc.
MRK / Merck & Co., Inc.
BRK.B / Berkshire Hathaway Inc.
BMY / Bristol-Myers Squibb Company
LOW / Lowe's Companies, Inc.
WDAY / Workday, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
UNH / UnitedHealth Group Incorporated
PM / Philip Morris International Inc.
CL / Colgate-Palmolive Company
NFLX / Netflix, Inc.
ED / Consolidated Edison, Inc.
RMD / ResMed Inc.
AMD / Advanced Micro Devices, Inc.
SCHW / The Charles Schwab Corporation
V / Visa Inc.
MCO / Moody's Corporation
GOOGL / Alphabet Inc.
MA / Mastercard Incorporated
AR / Antero Resources Corporation
TSLA / Tesla, Inc.
CAT / Caterpillar Inc.
CINF / Cincinnati Financial Corporation
HOLX / Hologic, Inc.
BRK.A / Berkshire Hathaway Inc.
WFC / Wells Fargo & Company
IPG / The Interpublic Group of Companies, Inc.
EOG / EOG Resources, Inc.
ITW / Illinois Tool Works Inc.
SLVM / Sylvamo Corporation
FAST / Fastenal Company
AKAM / Akamai Technologies, Inc.
NSC / Norfolk Southern Corporation
APTV / Aptiv PLC
AIG / American International Group, Inc.
DOV / Dover Corporation
SNOW / Snowflake Inc.
SJM / The J. M. Smucker Company
NET / Cloudflare, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
ABBV / AbbVie Inc.
SBUX / Starbucks Corporation
WPC / W. P. Carey Inc.
BWA / BorgWarner Inc.
SMHX / VanEck ETF Trust - VanEck Fabless Semiconductor ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
IRM / Iron Mountain Incorporated
VRTX / Vertex Pharmaceuticals Incorporated
ZBH / Zimmer Biomet Holdings, Inc.
AWK / American Water Works Company, Inc.
COF / Capital One Financial Corporation
GD / General Dynamics Corporation
CSCO / Cisco Systems, Inc.
HON / Honeywell International Inc.
CBRE / CBRE Group, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
SPG / Simon Property Group, Inc.
PEG / Public Service Enterprise Group Incorporated
TPL / Texas Pacific Land Corporation
NVDA / NVIDIA Corporation
MMC / Marsh & McLennan Companies, Inc.
CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
BEN / Franklin Resources, Inc.
TSVT / 2seventy bio, Inc.
XHE / SPDR Series Trust - SPDR S&P Health Care Equipment ETF
NTR / Nutrien Ltd.
MIN / MFS Intermediate Income Trust
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
AMTM / Amentum Holdings, Inc.
GEHC / GE HealthCare Technologies Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
SWK / Stanley Black & Decker, Inc.
DTM / DT Midstream, Inc.
COPX / Global X Funds - Global X Copper Miners ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
KD / Kyndryl Holdings, Inc.
GXO / GXO Logistics, Inc.
HTGC / Hercules Capital, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
WAT / Waters Corporation
C.WSA / Citigroup, Inc.
TTWO / Take-Two Interactive Software, Inc.
UPST / Upstart Holdings, Inc.
TREX / Trex Company, Inc.
SOLV / Solventum Corporation
TOL / Toll Brothers, Inc.
MMS / Maximus, Inc.
UGI / UGI Corporation
EG / Everest Group, Ltd.
APTV / Aptiv PLC
MRO / Marathon Oil Corporation
AY / Atlantica Sustainable Infrastructure plc
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
ENPH / Enphase Energy, Inc.
EBC / Eastern Bankshares, Inc.
VSH / Vishay Intertechnology, Inc.
MAS / Masco Corporation
EMBC / Embecta Corp.
VPG / Vishay Precision Group, Inc.
PNW / Pinnacle West Capital Corporation
MDIA / MediaCo Holding Inc.
FLG / Flagstar Financial, Inc.
ZIMV / ZimVie Inc.
BAC / Bank of America Corporation
WAB / Westinghouse Air Brake Technologies Corporation
MTD / Mettler-Toledo International Inc.
AME / AMETEK, Inc.
CCI / Crown Castle Inc.
FLNC / Fluence Energy, Inc.
ALTM / Arcadium Lithium plc
WHR / Whirlpool Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
GBTC / Grayscale Bitcoin Trust (BTC)
BMI / Badger Meter, Inc.
HSY / The Hershey Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
TSCO / Tractor Supply Company
NUE / Nucor Corporation
MLM / Martin Marietta Materials, Inc.
ALL / The Allstate Corporation
CEG / Constellation Energy Corporation
CHD / Church & Dwight Co., Inc.
NKE / NIKE, Inc.
ORCL / Oracle Corporation
CAG / Conagra Brands, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SYY / Sysco Corporation
BLD / TopBuild Corp.
MO / Altria Group, Inc.
CDNS / Cadence Design Systems, Inc.
LIN / Linde plc
NOC / Northrop Grumman Corporation
PLTR / Palantir Technologies Inc.
IP / International Paper Company
PTC / PTC Inc.
KR / The Kroger Co.
ROP / Roper Technologies, Inc.
PRGS / Progress Software Corporation
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
INFA / Informatica Inc.
LMAT / LeMaitre Vascular, Inc.
DGX / Quest Diagnostics Incorporated
MFC / Manulife Financial Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
HAWX / iShares Trust - iShares Currency Hedged MSCI ACWI ex U.S. ETF
OC / Owens Corning
CGXU / Capital Group International Focus Equity ETF
SPXE / ProShares Trust - ProShares S&P 500 Ex-Energy ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
WEX / WEX Inc.
MCHP / Microchip Technology Incorporated
IWD / iShares Trust - iShares Russell 1000 Value ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
CB / Chubb Limited
ABT / Abbott Laboratories
LMT / Lockheed Martin Corporation
AJG / Arthur J. Gallagher & Co.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
HCA / HCA Healthcare, Inc.
MELI / MercadoLibre, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
CPNG / Coupang, Inc.
SO / The Southern Company
CTSH / Cognizant Technology Solutions Corporation
CME / CME Group Inc.
IQV / IQVIA Holdings Inc.
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
AEIS / Advanced Energy Industries, Inc.
JKHY / Jack Henry & Associates, Inc.
UNP / Union Pacific Corporation
HUBB / Hubbell Incorporated
GEV / GE Vernova Inc.
MS / Morgan Stanley
VRT / Vertiv Holdings Co
QCOM / QUALCOMM Incorporated
JPM / JPMorgan Chase & Co.
TXN / Texas Instruments Incorporated
PH / Parker-Hannifin Corporation
CVS / CVS Health Corporation
COP / ConocoPhillips
RTX / RTX Corporation
CRL / Charles River Laboratories International, Inc.
VMC / Vulcan Materials Company
JNJ / Johnson & Johnson
MTB / M&T Bank Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
EW / Edwards Lifesciences Corporation
CLX / The Clorox Company
T / AT&T Inc.
COST / Costco Wholesale Corporation
DKS / DICK'S Sporting Goods, Inc.
VZ / Verizon Communications Inc.
SNA / Snap-on Incorporated
HLI / Houlihan Lokey, Inc.
SWKS / Skyworks Solutions, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AMZN / Amazon.com, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
BAX / Baxter International Inc.
GPC / Genuine Parts Company
SNY / Sanofi - Depositary Receipt (Common Stock)
IBP / Installed Building Products, Inc.
CRM / Salesforce, Inc.
MSI / Motorola Solutions, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
STNE / StoneCo Ltd.
DTE / DTE Energy Company
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
LRCX / Lam Research Corporation
CRWD / CrowdStrike Holdings, Inc.
MDLZ / Mondelez International, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
NRG / NRG Energy, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
BR / Broadridge Financial Solutions, Inc.
BLK / BlackRock, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
STE / STERIS plc
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
SPY / SPDR S&P 500 ETF
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
CTAS / Cintas Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
LEN / Lennar Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
GRAB / Grab Holdings Limited
VTRS / Viatris Inc.
IOVA / Iovance Biotherapeutics, Inc.
LRCX / Lam Research Corporation
ADM / Archer-Daniels-Midland Company
SNPS / Synopsys, Inc.
SFM / Sprouts Farmers Market, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
SHW / The Sherwin-Williams Company
KO / The Coca-Cola Company
HES / Hess Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
TECH / Bio-Techne Corporation
WSO / Watsco, Inc.
BDX / Becton, Dickinson and Company
QQQ / Invesco QQQ Trust, Series 1
CTRA / Coterra Energy Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
BX / Blackstone Inc.
FIDI / Fidelity Covington Trust - Fidelity International High Dividend ETF
AES / The AES Corporation
GPK / Graphic Packaging Holding Company
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MDT / Medtronic plc
LNG / Cheniere Energy, Inc.
ACM / AECOM
SRE / Sempra
NFG / National Fuel Gas Company
PLD / Prologis, Inc.
EA / Electronic Arts Inc.
TT / Trane Technologies plc
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
PANW / Palo Alto Networks, Inc.
XPO / XPO, Inc.
SKM / SK Telecom Co., Ltd. - Depositary Receipt (Common Stock)
PFE / Pfizer Inc.
DIS / The Walt Disney Company
GLW / Corning Incorporated
BKNG / Booking Holdings Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CCEP / Coca-Cola Europacific Partners PLC
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
GIS / General Mills, Inc.
CIEN / Ciena Corporation
VLO / Valero Energy Corporation
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
OKE / ONEOK, Inc.
INTU / Intuit Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
ULTA / Ulta Beauty, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
CSX / CSX Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
CAH / Cardinal Health, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
D / Dominion Energy, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
MU / Micron Technology, Inc.
NAT / Nordic American Tankers Limited
CPRT / Copart, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
AMAT / Applied Materials, Inc.
DELL / Dell Technologies Inc.
HPE / Hewlett Packard Enterprise Company
TGT / Target Corporation
MLI / Mueller Industries, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SU / Suncor Energy Inc.
AFL / Aflac Incorporated
VHT / Vanguard World Fund - Vanguard Health Care ETF
RSG / Republic Services, Inc.
META / Meta Platforms, Inc.
MRVL / Marvell Technology, Inc.
CTVA / Corteva, Inc.
ICE / Intercontinental Exchange, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
GTLS / Chart Industries, Inc.
ADBE / Adobe Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
FI / Fiserv, Inc.
OXY / Occidental Petroleum Corporation
UBER / Uber Technologies, Inc.
AAPL / Apple Inc.
CVX / Chevron Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BA / The Boeing Company
MSFT / Microsoft Corporation
NEM / Newmont Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
INTC / Intel Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
AXP / American Express Company
IVW / iShares Trust - iShares S&P 500 Growth ETF
WMB / The Williams Companies, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
KEY / KeyCorp
IR / Ingersoll Rand Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
HASI / HA Sustainable Infrastructure Capital, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
DVN / Devon Energy Corporation
ALLY / Ally Financial Inc.
TXRH / Texas Roadhouse, Inc.
WBD / Warner Bros. Discovery, Inc.
HD / The Home Depot, Inc.
DUK / Duke Energy Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
CMF / iShares Trust - iShares California Muni Bond ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
CGDV / Capital Group Dividend Value ETF
WIT / Wipro Limited - Depositary Receipt (Common Stock)
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
TRV / The Travelers Companies, Inc.
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
HIG / The Hartford Insurance Group, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IWV / iShares Trust - iShares Russell 3000 ETF
AVGO / Broadcom Inc.
DECK / Deckers Outdoor Corporation
KVUE / Kenvue Inc.
URI / United Rentals, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
VST / Vistra Corp.
OTIS / Otis Worldwide Corporation
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
KMB / Kimberly-Clark Corporation
STLD / Steel Dynamics, Inc.
AMT / American Tower Corporation
SPGI / S&P Global Inc.
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
KKR / KKR & Co. Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FITB / Fifth Third Bancorp
IDXX / IDEXX Laboratories, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
AZO / AutoZone, Inc.
SKT / Tanger Inc.
SLB / Schlumberger Limited
GLD / SPDR Gold Trust
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
LHX / L3Harris Technologies, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
CLIP / Global X Funds - Global X 1-3 Month T-Bill ETF
ELV / Elevance Health, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
ADI / Analog Devices, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
FDX / FedEx Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
BIIB / Biogen Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PAYX / Paychex, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
JCI / Johnson Controls International plc
PEP / PepsiCo, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
PWR / Quanta Services, Inc.
UPRO / ProShares Trust - ProShares UltraPro S&P500
ODFL / Old Dominion Freight Line, Inc.
PNC / The PNC Financial Services Group, Inc.
PJT / PJT Partners Inc.
ACN / Accenture plc
RPM / RPM International Inc.
DHI / D.R. Horton, Inc.
TMUS / T-Mobile US, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
KMI / Kinder Morgan, Inc.
USSG / DBX ETF Trust - Xtrackers MSCI USA Selection Equity ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
OEF / iShares Trust - iShares S&P 100 ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
UPS / United Parcel Service, Inc.
MAR / Marriott International, Inc.
DE / Deere & Company
AEP / American Electric Power Company, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PGR / The Progressive Corporation
PPIH / Perma-Pipe International Holdings, Inc.
MP / MP Materials Corp.
MET / MetLife, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ZTS / Zoetis Inc.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
MKC / McCormick & Company, Incorporated
GE / General Electric Company
NEE / NextEra Energy, Inc.
ENVX / Enovix Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
J / Jacobs Solutions Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VRSN / VeriSign, Inc.
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
AVB / AvalonBay Communities, Inc.
PSA / Public Storage
APD / Air Products and Chemicals, Inc.
CMG / Chipotle Mexican Grill, Inc.
VLTO / Veralto Corporation
AVAV / AeroVironment, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CGGR / Capital Group Growth ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
RS / Reliance, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SHOP / Shopify Inc.
CWEN / Clearway Energy, Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
YUM / Yum! Brands, Inc.
AMP / Ameriprise Financial, Inc.
FNF / Fidelity National Financial, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
TW / Tradeweb Markets Inc.
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
POOL / Pool Corporation
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
IYW / iShares Trust - iShares U.S. Technology ETF
KHC / The Kraft Heinz Company
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
PRU / Prudential Financial, Inc.
EQIX / Equinix, Inc.
ROK / Rockwell Automation, Inc.
SMMD / iShares Trust - iShares Russell 2500 ETF
APH / Amphenol Corporation
ECL / Ecolab Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IAU / iShares Gold Trust
SGI / Somnigroup International Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
ANET / Arista Networks Inc
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
ETN / Eaton Corporation plc
ARCC / Ares Capital Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
MCK / McKesson Corporation
WY / Weyerhaeuser Company
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
CGUS / Capital Group Core Equity ETF
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
FICO / Fair Isaac Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
DRI / Darden Restaurants, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
WM / Waste Management, Inc.
TYL / Tyler Technologies, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
HDV / iShares Trust - iShares Core High Dividend ETF
STX / Seagate Technology Holdings plc
F / Ford Motor Company
ISRG / Intuitive Surgical, Inc.
TJX / The TJX Companies, Inc.
GS / The Goldman Sachs Group, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PAYO / Payoneer Global Inc.
VRSK / Verisk Analytics, Inc.
COR / Cencora, Inc.
HPQ / HP Inc.
MAA / Mid-America Apartment Communities, Inc.
EMR / Emerson Electric Co.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
PRI / Primerica, Inc.
ES / Eversource Energy
CMI / Cummins Inc.
CGDG / Capital Group Dividend Growers ETF
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
OMC / Omnicom Group Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
O / Realty Income Corporation
CSGP / CoStar Group, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
NXPI / NXP Semiconductors N.V.
KLAC / KLA Corporation
WMT / Walmart Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
XYL / Xylem Inc.
SYK / Stryker Corporation
WBA / Walgreens Boots Alliance, Inc.
PHIN / PHINIA Inc.
BSX / Boston Scientific Corporation
BE / Bloom Energy Corporation
FCX / Freeport-McMoRan Inc.
COIN / Coinbase Global, Inc.
XOM / Exxon Mobil Corporation
MPC / Marathon Petroleum Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
IBM / International Business Machines Corporation
CDW / CDW Corporation
APO / Apollo Global Management, Inc.