Market Value1,588,481,387
Total Holdings602
File Date2025-04-30
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
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VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
PRGS / Progress Software Corporation
ENIC / Enel Chile S.A. - Depositary Receipt (Common Stock)
D / Dominion Energy, Inc.
RACE / Ferrari N.V.
DTM / DT Midstream, Inc.
YUMC / Yum China Holdings, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
ENTG / Entegris, Inc.
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
BCRX / BioCryst Pharmaceuticals, Inc.
AL / Air Lease Corporation
MMM / 3M Company
NUE / Nucor Corporation
COP / ConocoPhillips
MDLZ / Mondelez International, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
FTV / Fortive Corporation
KMI / Kinder Morgan, Inc.
CTVA / Corteva, Inc.
XYZ / Block, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
MAR / Marriott International, Inc.
SYY / Sysco Corporation
AIG / American International Group, Inc.
HCA / HCA Healthcare, Inc.
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
DVY / iShares Trust - iShares Select Dividend ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF
VALE / Vale S.A. - Depositary Receipt (Common Stock)
APH / Amphenol Corporation
CRH / CRH plc
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
CTAS / Cintas Corporation
FTNT / Fortinet, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
CPRT / Copart, Inc.
AMT / American Tower Corporation
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
SBUX / Starbucks Corporation
INTU / Intuit Inc.
GD / General Dynamics Corporation
COST / Costco Wholesale Corporation
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
DFS / Discover Financial Services
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
RHI / Robert Half Inc.
ATEC / Alphatec Holdings, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
FIS / Fidelity National Information Services, Inc.
MU / Micron Technology, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
APA / APA Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IDXX / IDEXX Laboratories, Inc.
VLO / Valero Energy Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
MBB / iShares Trust - iShares MBS ETF
DGX / Quest Diagnostics Incorporated
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
UTHR / United Therapeutics Corporation
SSNC / SS&C Technologies Holdings, Inc.
CGXU / Capital Group International Focus Equity ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
ODFL / Old Dominion Freight Line, Inc.
CARR / Carrier Global Corporation
MO / Altria Group, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FI / Fiserv, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
ALTY / Global X Funds - Global X Alternative Income ETF
OTIS / Otis Worldwide Corporation
CGGR / Capital Group Growth ETF
FIIG / First Trust Intermediate Duration Investment Grade Corporate ETF
CAH / Cardinal Health, Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October
MSFT / Microsoft Corporation
DIAL / Columbia Threadneedle Investments - Columbia Diversified Fixed Income Allocation ETF Fund
SIRI / Sirius XM Holdings Inc.
CB / Chubb Limited
CI / The Cigna Group
URI / United Rentals, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
DHI / D.R. Horton, Inc.
TMO / Thermo Fisher Scientific Inc.
GOOGL / Alphabet Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
WCC / WESCO International, Inc.
PYPL / PayPal Holdings, Inc.
CMA / Comerica Incorporated
SNPS / Synopsys, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
PECO / Phillips Edison & Company, Inc.
CEF / Sprott Physical Gold and Silver Trust
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
RGA / Reinsurance Group of America, Incorporated
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
CSCO / Cisco Systems, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
APO / Apollo Global Management, Inc.
DOC / Healthpeak Properties, Inc.
E / Eni S.p.A. - Depositary Receipt (Common Stock)
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
ANSS / ANSYS, Inc.
FRME / First Merchants Corporation
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
GWW / W.W. Grainger, Inc.
CACC / Credit Acceptance Corporation
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
GE / General Electric Company
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
EXPE / Expedia Group, Inc.
CSL / Carlisle Companies Incorporated
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
DOX / Amdocs Limited
GNOV / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - November
IBB / iShares Trust - iShares Biotechnology ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
GEV / GE Vernova Inc.
HIG / The Hartford Insurance Group, Inc.
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
BLK / BlackRock, Inc.
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
NKE / NIKE, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CAT / Caterpillar Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
MET / MetLife, Inc.
WM / Waste Management, Inc.
ALL / The Allstate Corporation
WMB / The Williams Companies, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
VFH / Vanguard World Fund - Vanguard Financials ETF
MMC / Marsh & McLennan Companies, Inc.
CMG / Chipotle Mexican Grill, Inc.
CL / Colgate-Palmolive Company
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
BN / Brookfield Corporation
F / Ford Motor Company
VHT / Vanguard World Fund - Vanguard Health Care ETF
FDX / FedEx Corporation
UPS / United Parcel Service, Inc.
C / Citigroup Inc. - Corporate Bond/Note
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
KO / The Coca-Cola Company
META / Meta Platforms, Inc.
SPGI / S&P Global Inc.
VEEV / Veeva Systems Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF
LNT / Alliant Energy Corporation
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
CBOE / Cboe Global Markets, Inc.
NOW / ServiceNow, Inc.
SNA / Snap-on Incorporated
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BA / The Boeing Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
HD / The Home Depot, Inc.
MA / Mastercard Incorporated
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
JCI / Johnson Controls International plc
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
IWM / iShares Trust - iShares Russell 2000 ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
SPY / SPDR S&P 500 ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
GATX / GATX Corporation
BRK.B / Berkshire Hathaway Inc.
DRI / Darden Restaurants, Inc.
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
ADP / Automatic Data Processing, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
LLY / Eli Lilly and Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
DOCU / DocuSign, Inc.
DEHP / Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF
OSK / Oshkosh Corporation
SMB / VanEck ETF Trust - VanEck Short Muni ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ETR / Entergy Corporation
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
DMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - May
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
TXN / Texas Instruments Incorporated
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
MCK / McKesson Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
AMZN / Amazon.com, Inc.
KHC / The Kraft Heinz Company
LADR / Ladder Capital Corp
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
FSIG / First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
FLTB / Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
FWONK / Formula One Group
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
ACI / Albertsons Companies, Inc.
PSLV / Sprott Physical Silver Trust
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
MCD / McDonald's Corporation
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
SYK / Stryker Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SHEL / Shell plc - Depositary Receipt (Common Stock)
JNJ_KZ / Johnson & Johnson
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
ABT / Abbott Laboratories
BLDR / Builders FirstSource, Inc.
RS / Reliance, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
OVV / Ovintiv Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
IBIT / iShares Bitcoin Trust ETF
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock)
CW / Curtiss-Wright Corporation
MSI / Motorola Solutions, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
SF / Stifel Financial Corp.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
AEP / American Electric Power Company, Inc.
ROK / Rockwell Automation, Inc.
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF
TGT / Target Corporation
CNH / CNH Industrial N.V.
TEAM / Atlassian Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
NDSN / Nordson Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
PFE / Pfizer Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
GILD / Gilead Sciences, Inc.
ALSN / Allison Transmission Holdings, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
PHYS / Sprott Physical Gold Trust
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
UBS / UBS Group AG
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
ICE / Intercontinental Exchange, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
DBX / Dropbox, Inc.
DD / DuPont de Nemours, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
LMT / Lockheed Martin Corporation
ROST / Ross Stores, Inc.
RJF / Raymond James Financial, Inc.
IP / International Paper Company
EW / Edwards Lifesciences Corporation
DHR / Danaher Corporation
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
ORCL / Oracle Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
LBRDA / Liberty Broadband Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
FSCO / FS Credit Opportunities Corp.
NVDA / NVIDIA Corporation
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
AVGO / Broadcom Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MCO / Moody's Corporation
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
RSG / Republic Services, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
HPQ / HP Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
DFAW / Dimensional ETF Trust - Dimensional World Equity ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
WEC / WEC Energy Group, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
IVV / iShares Trust - iShares Core S&P 500 ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PH / Parker-Hannifin Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
HON / Honeywell International Inc.
EOG / EOG Resources, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
ED / Consolidated Edison, Inc.
MTCH / Match Group, Inc.
HUBB / Hubbell Incorporated
ACWI / iShares Trust - iShares MSCI ACWI ETF
GOOG / Alphabet Inc.
HEI / HEICO Corporation
DUK / Duke Energy Corporation
ERIE / Erie Indemnity Company
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
DVN / Devon Energy Corporation
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
MPC / Marathon Petroleum Corporation
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
INTC / Intel Corporation
IBCP / Independent Bank Corporation
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
RNR / RenaissanceRe Holdings Ltd.
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
FDMO / Fidelity Covington Trust - Fidelity Momentum Factor ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
TSCO / Tractor Supply Company
DSTL / ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
BOH / Bank of Hawaii Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
GLD / SPDR Gold Trust
NOC / Northrop Grumman Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
IGE / iShares Trust - iShares North American Natural Resources ETF
GIS / General Mills, Inc.
PAYX / Paychex, Inc.
BBY / Best Buy Co., Inc.
DAL / Delta Air Lines, Inc.
DOW / Dow Inc.
IBM / International Business Machines Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IT / Gartner, Inc.
STZ / Constellation Brands, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
FSMD / Fidelity Covington Trust - Fidelity Small-Mid Multifactor ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
DE / Deere & Company
BX / Blackstone Inc.
ANET / Arista Networks Inc
BCS / Barclays PLC - Depositary Receipt (Common Stock)
AMGN / Amgen Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SILA / Sila Realty Trust, Inc.
HTRB / Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF
LH / Labcorp Holdings Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SLV / iShares Silver Trust
WFC / Wells Fargo & Company
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
DJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - June
WELL / Welltower Inc.
ET / Energy Transfer LP - Limited Partnership
BR / Broadridge Financial Solutions, Inc.
MDT / Medtronic plc
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
MFC / Manulife Financial Corporation
AGZ / iShares Trust - iShares Agency Bond ETF
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
FSK / FS KKR Capital Corp.
PHM / PulteGroup, Inc.
ITW / Illinois Tool Works Inc.
ZTS / Zoetis Inc.
AYI / Acuity Inc.
FLEX / Flex Ltd.
USB / U.S. Bancorp
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
MLN / VanEck ETF Trust - VanEck Long Muni ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
MPLX / MPLX LP - Limited Partnership
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
QGEN / Qiagen N.V.
WEX / WEX Inc.
GDEC / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - December
WST / West Pharmaceutical Services, Inc.
DVAX / Dynavax Technologies Corporation
USRT / iShares Trust - iShares Core U.S. REIT ETF
FANG / Diamondback Energy, Inc.
RRX / Regal Rexnord Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
PKG / Packaging Corporation of America
CXT / Crane NXT, Co.
ON / ON Semiconductor Corporation
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
IYW / iShares Trust - iShares U.S. Technology ETF
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
CP / Canadian Pacific Kansas City Limited
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
TTD / The Trade Desk, Inc.
APP / AppLovin Corporation
MLM / Martin Marietta Materials, Inc.
SRE / Sempra
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
CINF / Cincinnati Financial Corporation
PCAR / PACCAR Inc
WRB / W. R. Berkley Corporation
TJX / The TJX Companies, Inc.
DIS / The Walt Disney Company
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
ROP / Roper Technologies, Inc.
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
LULU / lululemon athletica inc.
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
EMR / Emerson Electric Co.
NI / NiSource Inc.
TMUS / T-Mobile US, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ESGR / Enstar Group Limited
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
RTX / RTX Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
CGDV / Capital Group Dividend Value ETF
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
MUB / iShares Trust - iShares National Muni Bond ETF
VRSK / Verisk Analytics, Inc.
FITB / Fifth Third Bancorp
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SAIA / Saia, Inc.
V / Visa Inc.
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
ARDX / Ardelyx, Inc.
GGG / Graco Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
IAU / iShares Gold Trust
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
KLAC / KLA Corporation
CVS / CVS Health Corporation
ESCA / Escalade, Incorporated
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
GDDY / GoDaddy Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
TFC / Truist Financial Corporation
TSLA / Tesla, Inc.
JPM / JPMorgan Chase & Co.
PLTR / Palantir Technologies Inc.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
NTAP / NetApp, Inc.
ELV / Elevance Health, Inc.
ISRG / Intuitive Surgical, Inc.
PSX / Phillips 66
UNP / Union Pacific Corporation
ETN / Eaton Corporation plc
SWKS / Skyworks Solutions, Inc.
SCHW / The Charles Schwab Corporation
GS / The Goldman Sachs Group, Inc.
LRCX / Lam Research Corporation
COF / Capital One Financial Corporation
CMCSA / Comcast Corporation
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
GSK / GSK plc - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ULTA / Ulta Beauty, Inc.
PANW / Palo Alto Networks, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
PGR / The Progressive Corporation
MNST / Monster Beverage Corporation
SPOT / Spotify Technology S.A.
LOW / Lowe's Companies, Inc.
HBAN / Huntington Bancshares Incorporated
DEO / Diageo plc - Depositary Receipt (Common Stock)
INFY / Infosys Limited - Depositary Receipt (Common Stock)
SO / The Southern Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
NEE / NextEra Energy, Inc.
HLT / Hilton Worldwide Holdings Inc.
AMD / Advanced Micro Devices, Inc.
NAT / Nordic American Tankers Limited
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
RPRX / Royalty Pharma plc
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
LIN / Linde plc
GGB / Gerdau S.A. - Depositary Receipt (Common Stock)
BSX / Boston Scientific Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
DTE / DTE Energy Company
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
XOM / Exxon Mobil Corporation
AFL / Aflac Incorporated
VST / Vistra Corp.
UBER / Uber Technologies, Inc.
ADBE / Adobe Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
ACN / Accenture plc
WIT / Wipro Limited - Depositary Receipt (Common Stock)
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
LKQ / LKQ Corporation
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
CMI / Cummins Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DBC / Invesco DB Commodity Index Tracking Fund
LAMR / Lamar Advertising Company
PLD / Prologis, Inc.
CVX / Chevron Corporation
CEG / Constellation Energy Corporation
GM / General Motors Company
IWV / iShares Trust - iShares Russell 3000 ETF
CDNS / Cadence Design Systems, Inc.
SNOW / Snowflake Inc.
CRM / Salesforce, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
T / AT&T Inc.
REGN / Regeneron Pharmaceuticals, Inc.
CODI / Compass Diversified
AAPL / Apple Inc.
MAS / Masco Corporation
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
SPG / Simon Property Group, Inc.
AXP / American Express Company
PG / The Procter & Gamble Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MRVL / Marvell Technology, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
ETSY / Etsy, Inc.
ABBV / AbbVie Inc.
AMP / Ameriprise Financial, Inc.
WMT / Walmart Inc.
SHOP / Shopify Inc.
LYB / LyondellBasell Industries N.V.
YUM / Yum! Brands, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
NFLX / Netflix, Inc.
MSTR / Strategy Inc
MS / Morgan Stanley
ALB / Albemarle Corporation
BMY / Bristol-Myers Squibb Company
TT / Trane Technologies plc
ORGN / Origin Materials, Inc.
PEP / PepsiCo, Inc.
BAC / Bank of America Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
AWK / American Water Works Company, Inc.
NSC / Norfolk Southern Corporation
QCOM / QUALCOMM Incorporated
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
VZ / Verizon Communications Inc.
ADI / Analog Devices, Inc.
CRWD / CrowdStrike Holdings, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
CBRE / CBRE Group, Inc.
SHW / The Sherwin-Williams Company
0HRJ / CSX Corporation
DOV / Dover Corporation
CDW / CDW Corporation
HLI / Houlihan Lokey, Inc.
COR / Cencora, Inc.
TRV / The Travelers Companies, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
QGEN / Qiagen N.V.
UNH / UnitedHealth Group Incorporated
AMAT / Applied Materials, Inc.
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
FE / FirstEnergy Corp.
PM / Philip Morris International Inc.
QQQ / Invesco QQQ Trust, Series 1
CR / Crane Company
FINV / FinVolution Group - Depositary Receipt (Common Stock)
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF