Market Value207,592
Total Holdings605
File Date2023-08-07
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
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
GDRX / GoodRx Holdings, Inc.
IAU / iShares Gold Trust
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
FBIN / Fortune Brands Innovations, Inc.
NDAQ / Nasdaq, Inc.
DTE / DTE Energy Company
DUK / Duke Energy Corporation
TEAM / Atlassian Corporation
AMD / Advanced Micro Devices, Inc.
LW / Lamb Weston Holdings, Inc.
ACN / Accenture plc
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
PEP / PepsiCo, Inc.
BN / Brookfield Corporation
VLO / Valero Energy Corporation
VMC / Vulcan Materials Company
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
HBAN / Huntington Bancshares Incorporated
ADI / Analog Devices, Inc.
BK / The Bank of New York Mellon Corporation
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
META / Meta Platforms, Inc.
NLY / Annaly Capital Management, Inc.
UNH / UnitedHealth Group Incorporated
HDV / iShares Trust - iShares Core High Dividend ETF
CL / Colgate-Palmolive Company
MU / Micron Technology, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AFL / Aflac Incorporated
ADBE / Adobe Inc.
OSK / Oshkosh Corporation
AME / AMETEK, Inc.
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
AVB / AvalonBay Communities, Inc.
CVX / Chevron Corporation
QCOM / QUALCOMM Incorporated
DGX / Quest Diagnostics Incorporated
DEUS / DBX ETF Trust - Xtrackers Russell US Multifactor ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
LYB / LyondellBasell Industries N.V.
ALLE / Allegion plc
CHPT / ChargePoint Holdings, Inc.
NEE / NextEra Energy, Inc.
MMC / Marsh & McLennan Companies, Inc.
PFE / Pfizer Inc.
AMGN / Amgen Inc.
LMND / Lemonade, Inc.
PRU / Prudential Financial, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
CSCO / Cisco Systems, Inc.
CBRE / CBRE Group, Inc.
EQH / Equitable Holdings, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
ITW / Illinois Tool Works Inc.
UPS / United Parcel Service, Inc.
GOOGL / Alphabet Inc.
XOM / Exxon Mobil Corporation
HD / The Home Depot, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
MSFT / Microsoft Corporation
EW / Edwards Lifesciences Corporation
TRV / The Travelers Companies, Inc.
SPY / SPDR S&P 500 ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
CRM / Salesforce, Inc.
ALB / Albemarle Corporation
WM / Waste Management, Inc.
JPM / JPMorgan Chase & Co.
UL / Unilever PLC - Depositary Receipt (Common Stock)
CCI / Crown Castle Inc.
O / Realty Income Corporation
NCLH / Norwegian Cruise Line Holdings Ltd.
COST / Costco Wholesale Corporation
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
LUMN / Lumen Technologies, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
EMR / Emerson Electric Co.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PLTR / Palantir Technologies Inc.
DIS / The Walt Disney Company
APTV / Aptiv PLC
STXG / EA Series Trust - Strive 1000 Growth ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
PM / Philip Morris International Inc.
SPXC / SPX Technologies, Inc.
XEL / Xcel Energy Inc.
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
LRCX / Lam Research Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MRK / Merck & Co., Inc.
SWK / Stanley Black & Decker, Inc.
AXON / Axon Enterprise, Inc.
ADP / Automatic Data Processing, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
TGT / Target Corporation
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
CNC / Centene Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BAC / Bank of America Corporation
CMS / CMS Energy Corporation
ICE / Intercontinental Exchange, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
CCL / Carnival Corporation & plc
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
PG / The Procter & Gamble Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VEEV / Veeva Systems Inc.
WEC / WEC Energy Group, Inc.
JCI / Johnson Controls International plc
EVBG / Everbridge, Inc.
FCX / Freeport-McMoRan Inc.
ABT / Abbott Laboratories
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
V / Visa Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
QQQ / Invesco QQQ Trust, Series 1
TT / Trane Technologies plc
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VIXM / ProShares Trust II - ProShares VIX Mid-Term Futures ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
NTSX / WisdomTree Trust - WisdomTree U.S. Efficient Core Fund
VUG / Vanguard Index Funds - Vanguard Growth ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
BRK.B / Berkshire Hathaway Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
/ GE HealthCare Technologies, Inc.
FTV / Fortive Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
STXK / EA Series Trust - Strive Small-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MAS / Masco Corporation
PGR / The Progressive Corporation
BIOCUREX INC / Stock (09060V307)
JONES LANG LASALLE INCOME PROPERTY TRUST INC CLASS A / REIT (48021R104)
AVDE / American Century ETF Trust - Avantis International Equity ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
FINX / Global X Funds - Global X FinTech ETF
OEF / iShares Trust - iShares S&P 100 ETF
SSNC / SS&C Technologies Holdings, Inc.
25754X102 / Dominovas Energy Corporation
DOW / Dow Inc.
MBGYY / Mercedes-Benz Group AG - Depositary Receipt (Common Stock)
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
KNX / Knight-Swift Transportation Holdings Inc.
RC / Ready Capital Corporation
STRV / EA Series Trust - Strive 500 ETF
FIVG / ETF Series Solutions - Defiance Next Gen Connectivity ETF
STXE / EA Series Trust - Strive Emerging Markets Ex-China ETF
TXMD / TherapeuticsMD, Inc.
DTM / DT Midstream, Inc.
IBKR / Interactive Brokers Group, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
MTB / M&T Bank Corporation
ADM / Archer-Daniels-Midland Company
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
/ BNP Paribas
NUE / Nucor Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
GLW / Corning Incorporated
AJG / Arthur J. Gallagher & Co.
OVIT / OncoVista Innovative Therapies, Inc.
RF / Regions Financial Corporation
KEYS / Keysight Technologies, Inc.
CFRUY / Compagnie Financière Richemont SA - Depositary Receipt (Common Stock)
KIM / Kimco Realty Corporation
MS / Morgan Stanley
WMT / Walmart Inc.
DBX / Dropbox, Inc.
AGCO / AGCO Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
BYD / Boyd Gaming Corporation
DXCM / DexCom, Inc.
FLT / Corpay, Inc.
ODFL / Old Dominion Freight Line, Inc.
NFG / National Fuel Gas Company
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VRTX / Vertex Pharmaceuticals Incorporated
MMM / 3M Company
KR / The Kroger Co.
CHRD / Chord Energy Corporation
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
DSL / DoubleLine Income Solutions Fund
YUM / Yum! Brands, Inc.
YUMC / Yum China Holdings, Inc.
FVRR / Fiverr International Ltd.
TENB / Tenable Holdings, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CVS / CVS Health Corporation
MCD / McDonald's Corporation
SPGI / S&P Global Inc.
RUM / Rumble Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
SQ / Block, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ORLY / O'Reilly Automotive, Inc.
FICO / Fair Isaac Corporation
LRLCY / L'Oréal S.A. - Depositary Receipt (Common Stock)
C.WSA / Citigroup, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
MCO / Moody's Corporation
CRWD / CrowdStrike Holdings, Inc.
SLV / iShares Silver Trust
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
FMC / FMC Corporation
KO / The Coca-Cola Company
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
AMZN / Amazon.com, Inc.
FANG / Diamondback Energy, Inc.
EL / The Estée Lauder Companies Inc.
CAH / Cardinal Health, Inc.
RA / Brookfield Real Assets Income Fund Inc.
TWLO / Twilio Inc.
TYL / Tyler Technologies, Inc.
PKG / Packaging Corporation of America
CHTH / CNL Healthcare Properties, Inc.
GD / General Dynamics Corporation
IBHG / iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
NWL / Newell Brands Inc.
ROP / Roper Technologies, Inc.
MET / MetLife, Inc.
HPE / Hewlett Packard Enterprise Company
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
CTAS / Cintas Corporation
VIAV / Viavi Solutions Inc.
HERF / Red Oak Hereford Farms, Inc.
PPG / PPG Industries, Inc.
EVR / Evercore Inc.
AX / Axos Financial, Inc.
DBB / Invesco DB Multi-Sector Commodity Trust - Invesco DB Base Metals Fund
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
HST / Host Hotels & Resorts, Inc.
JKHY / Jack Henry & Associates, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
SNPS / Synopsys, Inc.
BBY / Best Buy Co., Inc.
ICVT / iShares Trust - iShares Convertible Bond ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
INTU / Intuit Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
WTW / Willis Towers Watson Public Limited Company
BCX / Blackrock Resources & Commodities Strategy Trust
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IXP / iShares Trust - iShares Global Comm Services ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ROK / Rockwell Automation, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
FITB / Fifth Third Bancorp
VOX / Vanguard World Fund - Vanguard Communication Services ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
AEP / American Electric Power Company, Inc.
CTSH / Cognizant Technology Solutions Corporation
RGR / Sturm, Ruger & Company, Inc.
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
TTEK / Tetra Tech, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
PPL / PPL Corporation
MCHP / Microchip Technology Incorporated
TSLA / Tesla, Inc.
QRVO / Qorvo, Inc.
ORCL / Oracle Corporation
INTC / Intel Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MRVL / Marvell Technology, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
BAX / Baxter International Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
AAL / American Airlines Group Inc.
T / AT&T Inc.
XTC / Exco Technologies Limited
SHW / The Sherwin-Williams Company
LLY / Eli Lilly and Company
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
BMO / Bank of Montreal
CHE / Chemed Corporation
UTG / Reaves Utility Income Fund
RJF / Raymond James Financial, Inc.
KD / Kyndryl Holdings, Inc.
MCK / McKesson Corporation
IBHC / iShares Trust - iShares iBonds 2023 Term High Yield and Income ETF
EFT / Eaton Vance Floating-Rate Income Trust
GUT / The Gabelli Utility Trust
TEL / TE Connectivity plc
PH / Parker-Hannifin Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
COR / Cencora, Inc.
SNSR / Global X Funds - Global X Internet of Things ETF
VZ / Verizon Communications Inc.
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
KKR / KKR & Co. Inc.
SRCE / 1st Source Corporation
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
TRC / The Revel Collective Plc
HUBB / Hubbell Incorporated
URI / United Rentals, Inc.
GIS / General Mills, Inc.
GLD / SPDR Gold Trust
MO / Altria Group, Inc.
BX / Blackstone Inc.
DBC / Invesco DB Commodity Index Tracking Fund
MASI / Masimo Corporation
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
DBJP / DBX ETF Trust - Xtrackers MSCI Japan Hedged Equity ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
HII / Huntington Ingalls Industries, Inc.
AON / Aon plc
VFH / Vanguard World Fund - Vanguard Financials ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MNST / Monster Beverage Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IWM / iShares Trust - iShares Russell 2000 ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
WST / West Pharmaceutical Services, Inc.
RIG / Transocean Ltd.
BMY / Bristol-Myers Squibb Company
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
UNP / Union Pacific Corporation
SXI / Standex International Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DOW / Dow Inc.
CMG / Chipotle Mexican Grill, Inc.
NXST / Nexstar Media Group, Inc.
GWW / W.W. Grainger, Inc.
CPB / The Campbell's Company
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
LTHM / Livent Corporation
AMT / American Tower Corporation
RMR / The RMR Group Inc.
AIG / American International Group, Inc.
ZM / Zoom Communications Inc.
C / Citigroup Inc. - Corporate Bond/Note
CDNS / Cadence Design Systems, Inc.
STXV / EA Series Trust - Strive 1000 Value ETF
NOC / Northrop Grumman Corporation
CSX / CSX Corporation
BAM / Brookfield Asset Management Ltd.
PLD / Prologis, Inc.
D / Dominion Energy, Inc.
IBM / International Business Machines Corporation
LMT / Lockheed Martin Corporation
EBAY / eBay Inc.
MDB / MongoDB, Inc.
F / Ford Motor Company
NEM / Newmont Corporation
NEUE / NeueHealth, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
RTX / RTX Corporation
TDG / TransDigm Group Incorporated
WFC / Wells Fargo & Company
SJM / The J. M. Smucker Company
TMUS / T-Mobile US, Inc.
PAYX / Paychex, Inc.
DE / Deere & Company
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
SRE / Sempra
ZS / Zscaler, Inc.
SEDG / SolarEdge Technologies, Inc.
ENPH / Enphase Energy, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
DHI / D.R. Horton, Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
OGN / Organon & Co.
TXN / Texas Instruments Incorporated
PCAR / PACCAR Inc
AVY / Avery Dennison Corporation
MGM / MGM Resorts International
DOV / Dover Corporation
BKNG / Booking Holdings Inc.
COF / Capital One Financial Corporation
ADSK / Autodesk, Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
STZ / Constellation Brands, Inc.
AAPL / Apple Inc.
GS / The Goldman Sachs Group, Inc.
ETN / Eaton Corporation plc
LVMUY / LVMH Moët Hennessy - Louis Vuitton, Société Européenne - Depositary Receipt (Common Stock)
ETSY / Etsy, Inc.
A / Agilent Technologies, Inc.
GOOG / Alphabet Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
LUV / Southwest Airlines Co.
TJX / The TJX Companies, Inc.
TSEM / Tower Semiconductor Ltd.
COP / ConocoPhillips
SLF / Sun Life Financial Inc.
AVGO / Broadcom Inc.
MBC / MasterBrand, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CPRT / Copart, Inc.
BMRN / BioMarin Pharmaceutical Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
HUM / Humana Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
SH / ProShares Trust - ProShares Short S&P500
IR / Ingersoll Rand Inc.
ALLY / Ally Financial Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
JNJ / Johnson & Johnson
WAB / Westinghouse Air Brake Technologies Corporation
CLX / The Clorox Company
CINF / Cincinnati Financial Corporation
LOW / Lowe's Companies, Inc.
DG / Dollar General Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
NKE / NIKE, Inc.
INVH / Invitation Homes Inc.
WEX / WEX Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
IWB / iShares Trust - iShares Russell 1000 ETF
FDX / FedEx Corporation
VRSN / VeriSign, Inc.
NVDA / NVIDIA Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
XRX / Xerox Holdings Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
EXAS / Exact Sciences Corporation
PNC / The PNC Financial Services Group, Inc.
DFS / Discover Financial Services
PRDO / Perdoceo Education Corporation
DAL / Delta Air Lines, Inc.
NVCR / NovoCure Limited
NOG / Northern Oil and Gas, Inc.
SBUX / Starbucks Corporation
KMB / Kimberly-Clark Corporation
BA / The Boeing Company
DOCU / DocuSign, Inc.
PCTY / Paylocity Holding Corporation
SBAC / SBA Communications Corporation
WELL / Welltower Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ALL / The Allstate Corporation
BDX / Becton, Dickinson and Company
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
T / AT&T Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
SO / The Southern Company
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
VCISY / Vinci SA - Depositary Receipt (Common Stock)
NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
IMGN / ImmunoGen, Inc.
VTR / Ventas, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
NBIX / Neurocrine Biosciences, Inc.
IQV / IQVIA Holdings Inc.
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
NET / Cloudflare, Inc.
IRM / Iron Mountain Incorporated
EA / Electronic Arts Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
TMO / Thermo Fisher Scientific Inc.
FAST / Fastenal Company
BSX / Boston Scientific Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
CME / CME Group Inc.
DVY / iShares Trust - iShares Select Dividend ETF
AMAT / Applied Materials, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
NOW / ServiceNow, Inc.
FFIV / F5, Inc.
ENSG / The Ensign Group, Inc.
TROW / T. Rowe Price Group, Inc.
ISRG / Intuitive Surgical, Inc.
MKC / McCormick & Company, Incorporated
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
DT / Dynatrace, Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
COTY / Coty Inc.
SHOP / Shopify Inc.
USB / U.S. Bancorp
SYK / Stryker Corporation
GE / General Electric Company
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
EXPD / Expeditors International of Washington, Inc.
IDXX / IDEXX Laboratories, Inc.
DHR / Danaher Corporation
PEG / Public Service Enterprise Group Incorporated
PYPL / PayPal Holdings, Inc.
CI / The Cigna Group
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
MRO / Marathon Oil Corporation
REGN / Regeneron Pharmaceuticals, Inc.
PSX / Phillips 66
EOG / EOG Resources, Inc.
ATVI / Activision Blizzard Inc
NSC / Norfolk Southern Corporation
HCC / Warrior Met Coal, Inc.
NAK / Northern Dynasty Minerals Ltd.
GPC / Genuine Parts Company
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
MSCI / MSCI Inc.
HAUZ / DBX ETF Trust - Xtrackers International Real Estate ETF
ELV / Elevance Health, Inc.
CMCSA / Comcast Corporation
OXY / Occidental Petroleum Corporation
APD / Air Products and Chemicals, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
EMN / Eastman Chemical Company
WDAY / Workday, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
DIA / SPDR Dow Jones Industrial Average ETF Trust
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
YOU / Clear Secure, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
EIX / Edison International
GOF / Guggenheim Strategic Opportunities Fund
RSG / Republic Services, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
SCHW / The Charles Schwab Corporation
SLB / Schlumberger Limited
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
CASY / Casey's General Stores, Inc.
LMAT / LeMaitre Vascular, Inc.
SDCCQ / SmileDirectClub, Inc.
GM / General Motors Company
OKE / ONEOK, Inc.
ARI / Apollo Commercial Real Estate Finance, Inc.
MDLZ / Mondelez International, Inc.
TTD / The Trade Desk, Inc.
GPK / Graphic Packaging Holding Company
LAC / Lithium Americas Corp.
LEN / Lennar Corporation
MELI / MercadoLibre, Inc.
SPG / Simon Property Group, Inc.
HES / Hess Corporation
BALL / Ball Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
UAL / United Airlines Holdings, Inc.
TRUE / TrueCar, Inc.
IBTD / iShares Trust - iShares iBonds Dec 2023 Term Treasury ETF
NTDOY / Nintendo Co., Ltd. - Depositary Receipt (Common Stock)
STWD / Starwood Property Trust, Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
MRNA / Moderna, Inc.
CB / Chubb Limited
IWD / iShares Trust - iShares Russell 1000 Value ETF
GILD / Gilead Sciences, Inc.
MA / Mastercard Incorporated
HON / Honeywell International Inc.
ABBV / AbbVie Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MAR / Marriott International, Inc.
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF