Market Value3,996,222,294
Total Holdings503
File Date2024-07-26
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)
AME / AMETEK, Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
MET / MetLife, Inc.
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IBM / International Business Machines Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
CRWD / CrowdStrike Holdings, Inc.
T / AT&T Inc.
LOW / Lowe's Companies, Inc.
AMGN / Amgen Inc.
ALL / The Allstate Corporation
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
KKR / KKR & Co. Inc.
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
VFH / Vanguard World Fund - Vanguard Financials ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
IDV / iShares Trust - iShares International Select Dividend ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VICI / VICI Properties Inc.
KXI / iShares Trust - iShares Global Consumer Staples ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
UBER / Uber Technologies, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
CSX / CSX Corporation
IXN / iShares Trust - iShares Global Tech ETF
NCLH / Norwegian Cruise Line Holdings Ltd.
DVY / iShares Trust - iShares Select Dividend ETF
UNP / Union Pacific Corporation
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
DFND / Siren ETF Trust - Siren DIVCON Dividend Defender ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
FI / Fiserv, Inc.
TT / Trane Technologies plc
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TDG / TransDigm Group Incorporated
IVT / InvenTrust Properties Corp.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
HEGD / Listed Funds Trust - Swan Hedged Equity US Large Cap ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
AFL / Aflac Incorporated
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
DE / Deere & Company
RTX / RTX Corporation
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
CDW / CDW Corporation
EQIX / Equinix, Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
DWM / WisdomTree Trust - WisdomTree International Equity Fund
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
YUM / Yum! Brands, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
COST / Costco Wholesale Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
AMAT / Applied Materials, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
DSM / BNY Mellon Strategic Municipal Bond Fund, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
ORLY / O'Reilly Automotive, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PM / Philip Morris International Inc.
AXSM / Axsome Therapeutics, Inc.
SHOP / Shopify Inc.
WMT / Walmart Inc.
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
TFC / Truist Financial Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
RIG / Transocean Ltd.
MUB / iShares Trust - iShares National Muni Bond ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
MOTI / VanEck ETF Trust - VanEck Morningstar International Moat ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
OKE / ONEOK, Inc.
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
CGBL / Capital Group Core Balanced ETF
DG / Dollar General Corporation
AMD / Advanced Micro Devices, Inc.
SCHWAB CHARLES FAMILY FD / AMT TAX FREE MNY (808515530)
HEIA / Heico Corp. - Class A
VLO / Valero Energy Corporation
LMT / Lockheed Martin Corporation
LH / Labcorp Holdings Inc.
CGXU / Capital Group International Focus Equity ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HD / The Home Depot, Inc.
FNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November
AES / The AES Corporation
ILCG / iShares Trust - iShares Morningstar Growth ETF
ESSA / ESSA Bancorp, Inc.
LECO / Lincoln Electric Holdings, Inc.
CGGO / Capital Group Global Growth Equity ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
FEP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Europe AlphaDEX Fund
ADI / Analog Devices, Inc.
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
JPM / JPMorgan Chase & Co.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MCK / McKesson Corporation
NFLX / Netflix, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
LLY / Eli Lilly and Company
GS / The Goldman Sachs Group, Inc.
BR / Broadridge Financial Solutions, Inc.
JBL / Jabil Inc.
KNSL / Kinsale Capital Group, Inc.
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
ZAPP / Zapp Electric Vehicles Group Limited
BAH / Booz Allen Hamilton Holding Corporation
LH / Labcorp Holdings Inc.
EPAM / EPAM Systems, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
TMUS / T-Mobile US, Inc.
SLV / iShares Silver Trust
TJX / The TJX Companies, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
IVV / iShares Trust - iShares Core S&P 500 ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
IGRO / iShares Trust - iShares International Dividend Growth ETF
MMC / Marsh & McLennan Companies, Inc.
PLD / Prologis, Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
J / Jacobs Solutions Inc.
LHX / L3Harris Technologies, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
CVX / Chevron Corporation
NAPR / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - April
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
SHBI / Shore Bancshares, Inc.
MOTG / VanEck ETF Trust - VanEck Morningstar Global Wide Moat ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
FMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
JMOM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
ITB / iShares Trust - iShares U.S. Home Construction ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
SAP / SAP SE - Depositary Receipt (Common Stock)
PSX / Phillips 66
GDDY / GoDaddy Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
MPC / Marathon Petroleum Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
PH / Parker-Hannifin Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
HIG / The Hartford Insurance Group, Inc.
HLT / Hilton Worldwide Holdings Inc.
FDX / FedEx Corporation
RVTY / Revvity, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
PPG / PPG Industries, Inc.
GOOG / Alphabet Inc.
RCL / Royal Caribbean Cruises Ltd.
FMN / Federated Hermes Premier Municipal Income Fund
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
HBAN / Huntington Bancshares Incorporated
AVGO / Broadcom Inc.
AAPL / Apple Inc.
CSCO / Cisco Systems, Inc.
ORCL / Oracle Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ETRN / Equitrans Midstream Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
SITC / SITE Centers Corp.
PAYX / Paychex, Inc.
TSCO / Tractor Supply Company
ZTS / Zoetis Inc.
XHR / Xenia Hotels & Resorts, Inc.
KLAC / KLA Corporation
AMZN / Amazon.com, Inc.
NEE / NextEra Energy, Inc.
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
IBB / iShares Trust - iShares Biotechnology ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
NVDA / NVIDIA Corporation
TSLA / Tesla, Inc.
NSC / Norfolk Southern Corporation
WCN / Waste Connections, Inc.
QCOM / QUALCOMM Incorporated
MSFT / Microsoft Corporation
KMI / Kinder Morgan, Inc.
IOO / iShares Trust - iShares Global 100 ETF
ITW / Illinois Tool Works Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
TRP / TC Energy Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
DUK / Duke Energy Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IXJ / iShares Trust - iShares Global Healthcare ETF
MA / Mastercard Incorporated
ETN / Eaton Corporation plc
CLF / Cleveland-Cliffs Inc.
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
TLRY / Tilray Brands, Inc.
MRK / Merck & Co., Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
ABT / Abbott Laboratories
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CME / CME Group Inc.
PGR / The Progressive Corporation
KR / The Kroger Co.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MDT / Medtronic plc
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
HDV / iShares Trust - iShares Core High Dividend ETF
CMCSA / Comcast Corporation
CGDV / Capital Group Dividend Value ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
FFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - February
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
EG / Everest Group, Ltd.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
V / Visa Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
EQWL / Invesco Exchange-Traded Fund Trust - Invesco S&P 100 Equal Weight ETF
SCHW / The Charles Schwab Corporation
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
HON / Honeywell International Inc.
ADP / Automatic Data Processing, Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
CGDG / Capital Group Dividend Growers ETF
META / Meta Platforms, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
UPS / United Parcel Service, Inc.
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
GLD / SPDR Gold Trust
MAR / Marriott International, Inc.
COIN / Coinbase Global, Inc.
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
ADBE / Adobe Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GOOGL / Alphabet Inc.
INTC / Intel Corporation
BA / The Boeing Company
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
BIRD / Allbirds, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
AJG / Arthur J. Gallagher & Co.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
BX / Blackstone Inc.
CAT / Caterpillar Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
SBUX / Starbucks Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
DKNG / DraftKings Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
TDVG / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
TMO / Thermo Fisher Scientific Inc.
NOC / Northrop Grumman Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
QDEC / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - December
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
PPL / PPL Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
WFC / Wells Fargo & Company
SYK / Stryker Corporation
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
CFA / Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
HSCZ / iShares Trust - iShares Currency Hedged MSCI EAFE Small-Cap ETF
PNC / The PNC Financial Services Group, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
TIP / iShares Trust - iShares TIPS Bond ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
FEM / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets AlphaDEX Fund
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
CARR / Carrier Global Corporation
QQQ / Invesco QQQ Trust, Series 1
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
DAL / Delta Air Lines, Inc.
CNP / CenterPoint Energy, Inc.
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
MDLZ / Mondelez International, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
ELV / Elevance Health, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
INTF / iShares Trust - iShares International Equity Factor ETF
MS / Morgan Stanley
BMY / Bristol-Myers Squibb Company
DOX / Amdocs Limited
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
VUG / Vanguard Index Funds - Vanguard Growth ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
GRPM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 GARP ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
DIS / The Walt Disney Company
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
INTU / Intuit Inc.
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
CRM / Salesforce, Inc.
PML / PIMCO Municipal Income Fund II
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
PFE / Pfizer Inc.
TXN / Texas Instruments Incorporated
FDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - December
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
APLE / Apple Hospitality REIT, Inc.
NVG / Nuveen AMT-Free Municipal Credit Income Fund
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
PEP / PepsiCo, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
PRU / Prudential Financial, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
CEG / Constellation Energy Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
TMFG / The RBB Fund, Inc. - Motley Fool Global Opportunities ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
CGGR / Capital Group Growth ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
D / Dominion Energy, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
DIA / SPDR Dow Jones Industrial Average ETF Trust
ABBV / AbbVie Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
UNH / UnitedHealth Group Incorporated
DHR / Danaher Corporation
SPY / SPDR S&P 500 ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
JNJ / Johnson & Johnson
KEY / KeyCorp
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ROST / Ross Stores, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
F / Ford Motor Company
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
BRK.B / Berkshire Hathaway Inc.
CGUS / Capital Group Core Equity ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
BFK / BlackRock Municipal Income Trust
WM / Waste Management, Inc.
IXG / iShares Trust - iShares Global Financials ETF
FBIN / Fortune Brands Innovations, Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
HCI / HCI Group, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
PG / The Procter & Gamble Company
FCX / Freeport-McMoRan Inc.
COP / ConocoPhillips
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
IWB / iShares Trust - iShares Russell 1000 ETF
KO / The Coca-Cola Company
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
ABCL / AbCellera Biologics Inc.
IAU / iShares Gold Trust
MCD / McDonald's Corporation
VZ / Verizon Communications Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
SLDP / Solid Power, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
BAC / Bank of America Corporation
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
DELL / Dell Technologies Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
RGLD / Royal Gold, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
KAPR / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April
DIM / WisdomTree Trust - WisdomTree International MidCap Dividend Fund
MELI / MercadoLibre, Inc.
XOM / Exxon Mobil Corporation
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
CLSK / CleanSpark, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
RAVI / FlexShares Trust - FlexShares Ultra-Short Income Fund
JXI / iShares Trust - iShares Global Utilities ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
AXP / American Express Company
DINT / Davis Fundamental ETF Trust - Davis Select International ETF
C.WSA / Citigroup, Inc.
KJAN / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January
WST / West Pharmaceutical Services, Inc.
PSFF / Pacer Funds Trust - Pacer Swan SOS Fund of Funds ETF
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
FSK / FS KKR Capital Corp.
CELH / Celsius Holdings, Inc.
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
RXI / iShares Trust - iShares Global Consumer Discretionary ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
PFS / Provident Financial Services, Inc.
CDMO / Avid Bioservices, Inc.
INDS / Pacer Funds Trust - Pacer Industrial Real Estate ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
NZF / Nuveen Municipal Credit Income Fund
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
TFSL / TFS Financial Corporation
FTXR / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Transportation ETF
NQP / Nuveen Pennsylvania Quality Municipal Income Fund
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IYLD / iShares Trust - iShares Morningstar Multi-Asset Income ETF
GE / General Electric Company
FSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
TDY / Teledyne Technologies Incorporated
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
XDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
INO / Inovio Pharmaceuticals, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July