Market Value302,814,344
Total Holdings521
File Date2025-02-07
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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Current
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SYY / Sysco Corporation
LAMR / Lamar Advertising Company
ORCL / Oracle Corporation
CAKE / The Cheesecake Factory Incorporated
K / Kellanova
MSFT / Microsoft Corporation
LHX / L3Harris Technologies, Inc.
VTRS / Viatris Inc.
ITT / ITT Inc.
CAT / Caterpillar Inc.
GLD / SPDR Gold Trust
HD / The Home Depot, Inc.
SIFY / Sify Technologies Limited - Depositary Receipt (Common Stock)
IWM / iShares Trust - iShares Russell 2000 ETF
AN / AutoNation, Inc.
IFF / International Flavors & Fragrances Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IBKR / Interactive Brokers Group, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
OKE / ONEOK, Inc.
PLUG / Plug Power Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
RIVN / Rivian Automotive, Inc.
NOC / Northrop Grumman Corporation
IBM / International Business Machines Corporation
AIG / American International Group, Inc.
GOSS / Gossamer Bio, Inc.
PFE / Pfizer Inc.
AMD / Advanced Micro Devices, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
HPQ / HP Inc.
COST / Costco Wholesale Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
QQQ / Invesco QQQ Trust, Series 1
SII / Sprott Inc.
FUBO / fuboTV Inc.
NUE / Nucor Corporation
AMZN / Amazon.com, Inc.
SEIC / SEI Investments Company
MGM / MGM Resorts International
PTON / Peloton Interactive, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
NKE / NIKE, Inc.
V / Visa Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
WBD / Warner Bros. Discovery, Inc.
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
MO / Altria Group, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
CACI / CACI International Inc
PWR / Quanta Services, Inc.
CVS / CVS Health Corporation
AAPL / Apple Inc.
F / Ford Motor Company
GXO / GXO Logistics, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ROP / Roper Technologies, Inc.
LIN / Linde plc
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
TXN / Texas Instruments Incorporated
TIP / iShares Trust - iShares TIPS Bond ETF
DHR / Danaher Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
SSNC / SS&C Technologies Holdings, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
TER / Teradyne, Inc.
PGR / The Progressive Corporation
SBAC / SBA Communications Corporation
GILD / Gilead Sciences, Inc.
INOD / Innodata Inc.
MRNA / Moderna, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
ELF / e.l.f. Beauty, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DD / DuPont de Nemours, Inc.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
RXO / RXO, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
WAB / Westinghouse Air Brake Technologies Corporation
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
KNTK / Kinetik Holdings Inc.
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
PSX / Phillips 66
ICF / iShares Trust - iShares Select U.S. REIT ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
BILZ / PIMCO ETF Trust - PIMCO Ultra Short Government Active Exchange-Traded Fund
SOBO / South Bow Corporation
KEY / KeyCorp
CMG / Chipotle Mexican Grill, Inc.
AEP / American Electric Power Company, Inc.
RKLB / Rocket Lab Corporation
RVLV / Revolve Group, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
WYNN / Wynn Resorts, Limited
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
PBP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 BuyWrite ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
JHMD / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BK / The Bank of New York Mellon Corporation
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
IPG / The Interpublic Group of Companies, Inc.
UNP / Union Pacific Corporation
COIN / Coinbase Global, Inc.
LOW / Lowe's Companies, Inc.
CVNA / Carvana Co.
EL / The Estée Lauder Companies Inc.
PG / The Procter & Gamble Company
MGIC / Magic Software Enterprises Ltd.
CRWD / CrowdStrike Holdings, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IWB / iShares Trust - iShares Russell 1000 ETF
APD / Air Products and Chemicals, Inc.
MU / Micron Technology, Inc.
CNC / Centene Corporation
LLY / Eli Lilly and Company
BDX / Becton, Dickinson and Company
AMP / Ameriprise Financial, Inc.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
TRV / The Travelers Companies, Inc.
BBAI / BigBear.ai Holdings, Inc.
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
CMCSA / Comcast Corporation
SFL / SFL Corporation Ltd.
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
CMI / Cummins Inc.
DKS / DICK'S Sporting Goods, Inc.
SPY / SPDR S&P 500 ETF
ABT / Abbott Laboratories
BA / The Boeing Company
TTD / The Trade Desk, Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
NEE / NextEra Energy, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
ZEPP / Zepp Health Corporation - Depositary Receipt (Common Stock)
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
BRK.B / Berkshire Hathaway Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BBIO / BridgeBio Pharma, Inc.
PAYO / Payoneer Global Inc.
NANR / SPDR Index Shares Funds - SPDR S&P North American Natural Resources ETF
HNST / The Honest Company, Inc.
OTIS / Otis Worldwide Corporation
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
STZ / Constellation Brands, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
NVDA / NVIDIA Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
PEG / Public Service Enterprise Group Incorporated
CTVA / Corteva, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
INTC / Intel Corporation
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
JPM / JPMorgan Chase & Co.
AXP / American Express Company
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IDXX / IDEXX Laboratories, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
GTM / ZoomInfo Technologies Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
URI / United Rentals, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
IBB / iShares Trust - iShares Biotechnology ETF
MBB / iShares Trust - iShares MBS ETF
BAC / Bank of America Corporation
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
GLW / Corning Incorporated
TEL / TE Connectivity plc
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SBLK / Star Bulk Carriers Corp.
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
FLIN / Franklin Templeton ETF Trust - Franklin FTSE India ETF
USB / U.S. Bancorp
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
AMGN / Amgen Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
APH / Amphenol Corporation
UNH / UnitedHealth Group Incorporated
AVDE / American Century ETF Trust - Avantis International Equity ETF
VRSK / Verisk Analytics, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ACN / Accenture plc
RTX / RTX Corporation
NBTB / NBT Bancorp Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
MNKD / MannKind Corporation
CSWC / Capital Southwest Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
L / Loews Corporation
SYK / Stryker Corporation
DAL / Delta Air Lines, Inc.
MSCI / MSCI Inc.
CELH / Celsius Holdings, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
JNJ / Johnson & Johnson
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
IWV / iShares Trust - iShares Russell 3000 ETF
PAYX / Paychex, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
AMAT / Applied Materials, Inc.
INTU / Intuit Inc.
COP / ConocoPhillips
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
PMT / PennyMac Mortgage Investment Trust
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
CARR / Carrier Global Corporation
UPS / United Parcel Service, Inc.
SOFI / SoFi Technologies, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ADBE / Adobe Inc.
PYPL / PayPal Holdings, Inc.
CDNS / Cadence Design Systems, Inc.
INDA / iShares Trust - iShares MSCI India ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
ADI / Analog Devices, Inc.
HSY / The Hershey Company
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
GSBD / Goldman Sachs BDC, Inc.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
DVY / iShares Trust - iShares Select Dividend ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
TTWO / Take-Two Interactive Software, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
ITW / Illinois Tool Works Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
BIPC / Brookfield Infrastructure Corporation
NVR / NVR, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
ICE / Intercontinental Exchange, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CSCO / Cisco Systems, Inc.
SNAP / Snap Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
SPH / Suburban Propane Partners, L.P. - Limited Partnership
ZBH / Zimmer Biomet Holdings, Inc.
MCHP / Microchip Technology Incorporated
A / Agilent Technologies, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
RXRX / Recursion Pharmaceuticals, Inc.
CRK / Comstock Resources, Inc.
HES / Hess Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
PNC / The PNC Financial Services Group, Inc.
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PANW / Palo Alto Networks, Inc.
DXC / DXC Technology Company
AVMV / American Century ETF Trust - Avantis U.S. Mid Cap Value ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
PEP / PepsiCo, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
CPB / The Campbell's Company
AMT / American Tower Corporation
SWK / Stanley Black & Decker, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
GEHC / GE HealthCare Technologies Inc.
CRON / Cronos Group Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
RSG / Republic Services, Inc.
WSO / Watsco, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
SHYL / DBX ETF Trust - Xtrackers Short Duration High Yield Bond ETF
KO / The Coca-Cola Company
SYM / Symbotic Inc.
HUBB / Hubbell Incorporated
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
CLX / The Clorox Company
IAU / iShares Gold Trust
AVTR / Avantor, Inc.
QCOM / QUALCOMM Incorporated
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
VZ / Verizon Communications Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
TGT / Target Corporation
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
WM / Waste Management, Inc.
ABNB / Airbnb, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
LEU / Centrus Energy Corp.
PKG / Packaging Corporation of America
KLAC / KLA Corporation
HPE / Hewlett Packard Enterprise Company
BMY / Bristol-Myers Squibb Company
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
XAIX / DBX ETF Trust - Xtrackers Artificial Intelligence and Big Data ETF
HOOD / Robinhood Markets, Inc.
TJX / The TJX Companies, Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
META / Meta Platforms, Inc.
MA / Mastercard Incorporated
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
MRVL / Marvell Technology, Inc.
KLG / WK Kellogg Co
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
PPG / PPG Industries, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ETSY / Etsy, Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
WMT / Walmart Inc.
EMR / Emerson Electric Co.
ISRG / Intuitive Surgical, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
XYL / Xylem Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
IBIT / iShares Bitcoin Trust ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
ALL / The Allstate Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
GEV / GE Vernova Inc.
ABBV / AbbVie Inc.
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
SHOP / Shopify Inc.
CVX / Chevron Corporation
PSA / Public Storage
MSTR / Strategy Inc
KKR / KKR & Co. Inc.
XEL / Xcel Energy Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
MRK / Merck & Co., Inc.
AVGO / Broadcom Inc.
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
GE / General Electric Company
FCFS / FirstCash Holdings, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
OGN / Organon & Co.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
HIW / Highwoods Properties, Inc.
CSX / CSX Corporation
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
GMF / SPDR Index Shares Funds - SPDR S&P Emerging Asia Pacific ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
NFLX / Netflix, Inc.
GOOGL / Alphabet Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ABSI / Absci Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
WDAY / Workday, Inc.
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
ESE / ESCO Technologies Inc.
DIS / The Walt Disney Company
DLR / Digital Realty Trust, Inc.
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
COPX / Global X Funds - Global X Copper Miners ETF
GOOG / Alphabet Inc.
GD / General Dynamics Corporation
NNN / NNN REIT, Inc.
XYZ / Block, Inc.
ET / Energy Transfer LP - Limited Partnership
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
T / AT&T Inc.
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
ACGL / Arch Capital Group Ltd.
TRMB / Trimble Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
DNN / Denison Mines Corp.
LNG / Cheniere Energy, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
EMN / Eastman Chemical Company
PLTR / Palantir Technologies Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
PXE / Invesco Exchange-Traded Fund Trust - Invesco Energy Exploration & Production ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
IYF / iShares Trust - iShares U.S. Financials ETF
MUB / iShares Trust - iShares National Muni Bond ETF
PM / Philip Morris International Inc.
NYF / iShares Trust - iShares New York Muni Bond ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
LMT / Lockheed Martin Corporation
MSA / MSA Safety Incorporated
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
TEX / Terex Corporation
TRP / TC Energy Corporation
WFC / Wells Fargo & Company
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MDLZ / Mondelez International, Inc.
KBE / SPDR Series Trust - SPDR S&P Bank ETF
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
FI / Fiserv, Inc.
ACB / Aurora Cannabis Inc.
BFLY / Butterfly Network, Inc.
MDT / Medtronic plc
GS / The Goldman Sachs Group, Inc.
XOM / Exxon Mobil Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
AFL / Aflac Incorporated
PFFD / Global X Funds - Global X U.S. Preferred ETF
MTB / M&T Bank Corporation
FLOT / iShares Trust - iShares Floating Rate Bond ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
KEYS / Keysight Technologies, Inc.
MCO / Moody's Corporation
OXY / Occidental Petroleum Corporation
IDU / iShares Trust - iShares U.S. Utilities ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
CPER / United States Commodity Index Funds Trust - United States Copper Index Fund
MCD / McDonald's Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
COO / The Cooper Companies, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
CXT / Crane NXT, Co.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
VCRB / Vanguard Core Bond Fund
EOG / EOG Resources, Inc.
IBHG / iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SAH / Sonic Automotive, Inc.
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
TMP / Tompkins Financial Corporation
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
NVT / nVent Electric plc
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
JBI / Janus International Group, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
CRM / Salesforce, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
ETHE / Grayscale Ethereum Trust