Market Value158,812,767
Total Holdings505
File Date2025-04-25
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)
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
YUM / Yum! Brands, Inc.
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
PRCT / PROCEPT BioRobotics Corporation
PINS / Pinterest, Inc.
AFL / Aflac Incorporated
QCOM / QUALCOMM Incorporated
NFLX / Netflix, Inc.
CVS / CVS Health Corporation
JPM / JPMorgan Chase & Co.
KMB / Kimberly-Clark Corporation
HBAN / Huntington Bancshares Incorporated
KARS / KraneShares Trust - KraneShares Electric Vehicles and Future Mobility Index ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PNC / The PNC Financial Services Group, Inc.
BME / BlackRock Health Sciences Trust
SFIG / WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund
NVG / Nuveen AMT-Free Municipal Credit Income Fund
PAYX / Paychex, Inc.
DKNG / DraftKings Inc.
PFE / Pfizer Inc.
PTCT / PTC Therapeutics, Inc.
GM / General Motors Company
OKLO / Oklo Inc.
HAL / Halliburton Company
XHR / Xenia Hotels & Resorts, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
LIN / Linde plc
PTON / Peloton Interactive, Inc.
KTOS / Kratos Defense & Security Solutions, Inc.
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
OGIG / ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF
V / Visa Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BX / Blackstone Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
SUU N / Suncor Energy Inc.
MET / MetLife, Inc.
TMO / Thermo Fisher Scientific Inc.
ARR / ARMOUR Residential REIT, Inc.
NEE / NextEra Energy, Inc.
XOM / Exxon Mobil Corporation
RTX / RTX Corporation
PANW / Palo Alto Networks, Inc.
KMI / Kinder Morgan, Inc.
NGVT / Ingevity Corporation
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CCL / Carnival Corporation & plc
CHTR / Charter Communications, Inc.
CGC / Canopy Growth Corporation
SMCI / Super Micro Computer, Inc.
SJM / The J. M. Smucker Company
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
CTRA / Coterra Energy Inc.
DIS / The Walt Disney Company
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
WAB / Westinghouse Air Brake Technologies Corporation
NSC / Norfolk Southern Corporation
CAVA / CAVA Group, Inc.
IXC / iShares Trust - iShares Global Energy ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GNL / Global Net Lease, Inc.
TFPM / Triple Flag Precious Metals Corp.
TRV / The Travelers Companies, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
PEP / PepsiCo, Inc.
IBM / International Business Machines Corporation
EXK / Endeavour Silver Corp.
PRU / Prudential Financial, Inc.
IOVA / Iovance Biotherapeutics, Inc.
UP / Wheels Up Experience Inc.
ANF / Abercrombie & Fitch Co.
SHEL / Shell plc - Depositary Receipt (Common Stock)
CHD / Church & Dwight Co., Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
CIM / Chimera Investment Corporation
NTR / Nutrien Ltd.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
NRG / NRG Energy, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
TSCO / Tractor Supply Company
SBUX / Starbucks Corporation
PM / Philip Morris International Inc.
JPMORGAN CHASE FINL CO LLC / CAL LKD 44 (48133Q309)
RGLD / Royal Gold, Inc.
RZV / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Value ETF
FRDM / EA Series Trust - Freedom 100 Emerging Markets ETF
CEG / Constellation Energy Corporation
NI / NiSource Inc.
GRAL / GRAIL, Inc.
DWM / WisdomTree Trust - WisdomTree International Equity Fund
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
ZIMV / ZimVie Inc.
WTRG / Essential Utilities, Inc.
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
LOW / Lowe's Companies, Inc.
CGGO / Capital Group Global Growth Equity ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SO / The Southern Company
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
FSCO / FS Credit Opportunities Corp.
JNJ / Johnson & Johnson
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF
NJR / New Jersey Resources Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
MSI / Motorola Solutions, Inc.
PEG / Public Service Enterprise Group Incorporated
MRNA / Moderna, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ABBV / AbbVie Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PMM / Putnam Managed Municipal Income Trust
ICE / Intercontinental Exchange, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
PG / The Procter & Gamble Company
CAT / Caterpillar Inc.
TR / Tootsie Roll Industries, Inc.
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
PSX / Phillips 66
BA / The Boeing Company
S / SentinelOne, Inc.
DSL / DoubleLine Income Solutions Fund
IVW / iShares Trust - iShares S&P 500 Growth ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
CIGI N / Colliers International Group Inc.
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
GEHC / GE HealthCare Technologies Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
CNP / CenterPoint Energy, Inc.
ETSY / Etsy, Inc.
TRP N / TC Energy Corporation
IKAP / Aurinia Pharmaceuticals Inc.
BCE / BCE Inc.
DLR / Digital Realty Trust, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
ALGN / Align Technology, Inc.
ITW / Illinois Tool Works Inc.
VFWA.X / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
AWK / American Water Works Company, Inc.
IIPR / Innovative Industrial Properties, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
VTRS / Viatris Inc.
STZ / Constellation Brands, Inc.
XTN / SPDR Series Trust - SPDR S&P Transportation ETF
CRF / Cornerstone Total Return Fund, Inc.
PHK / PIMCO High Income Fund
CDNS / Cadence Design Systems, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TXMD / TherapeuticsMD, Inc.
CAPL / CrossAmerica Partners LP - Limited Partnership
MDY / SPDR S&P MidCap 400 ETF Trust
CVX / Chevron Corporation
9987 / Yum China Holdings, Inc.
VBLTX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Long-Term Bond Index Fund
GSK / GSK plc - Depositary Receipt (Common Stock)
MAR / Marriott International, Inc.
ALBT / Avalon GloboCare Corp.
CMCSA / Comcast Corporation
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
UPS / United Parcel Service, Inc.
BLK / BlackRock, Inc.
HIG / The Hartford Insurance Group, Inc.
AMGN / Amgen Inc.
AAL / American Airlines Group Inc.
MA / Mastercard Incorporated
UBER / Uber Technologies, Inc.
WELL / Welltower Inc.
BCBP / BCB Bancorp, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MO / Altria Group, Inc.
SHAG / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
MVIS / MicroVision, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
FMN / Federated Hermes Premier Municipal Income Fund
AES / The AES Corporation
DUK / Duke Energy Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
FCF / First Commonwealth Financial Corporation
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
ACA / Arcosa, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
STWD / Starwood Property Trust, Inc.
DIAX / Nuveen Dow 30 Dynamic Overwrite Fund
AVGO / Broadcom Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MCD / McDonald's Corporation
TEAM / Atlassian Corporation
SHOP / Shopify Inc.
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
TRN / Trinity Industries, Inc.
WPM / Wheaton Precious Metals Corp.
MU / Micron Technology, Inc.
VTMGX / Vanguard Tax Managed Funds - Vanguard Developed Markets Index Admiral
TTD / The Trade Desk, Inc.
ET / Energy Transfer LP - Limited Partnership
DFS / Discover Financial Services
VZ / Verizon Communications Inc.
PPG / PPG Industries, Inc.
CRWD / CrowdStrike Holdings, Inc.
IAU / iShares Gold Trust
PYPL / PayPal Holdings, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
MRK / Merck & Co., Inc.
MSTR / Strategy Inc
HPQ / HP Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
CURB / Curbline Properties Corp.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
BGS / B&G Foods, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
GILD / Gilead Sciences, Inc.
AMAT / Applied Materials, Inc.
FDX / FedEx Corporation
RIOT / Riot Platforms, Inc.
BRK.A / Berkshire Hathaway Inc.
VGIV.X / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
APDO.L / MidCap Financial Investment Corporation
BK / The Bank of New York Mellon Corporation
HAS / Hasbro, Inc.
MPC / Marathon Petroleum Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CIWV / Citizens Financial Corp.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MMD / NYLI MacKay DefinedTerm Muni Opportunities Fund
APLE / Apple Hospitality REIT, Inc.
SPG / Simon Property Group, Inc.
EMR / Emerson Electric Co.
HPI / John Hancock Preferred Income Fund
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
UMH / UMH Properties, Inc.
BR / Broadridge Financial Solutions, Inc. Put
BR / Broadridge Financial Solutions, Inc.
BMY / Bristol-Myers Squibb Company
ADP / Automatic Data Processing, Inc.
WBD / Warner Bros. Discovery, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
COIN / Coinbase Global, Inc.
GD / General Dynamics Corporation
KEYS / Keysight Technologies, Inc.
AA / Alcoa Corporation
CPRX / Catalyst Pharmaceuticals, Inc.
RNAC / Cartesian Therapeutics, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CB / Chubb Limited
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
NBIX / Neurocrine Biosciences, Inc.
GAB / The Gabelli Equity Trust Inc.
VLY / Valley National Bancorp
TAP / Molson Coors Beverage Company
NVDA / NVIDIA Corporation
SMR / NuScale Power Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BIPC / Brookfield Infrastructure Corporation
MMM / 3M Company
D / Dominion Energy, Inc.
GLD / SPDR Gold Trust
BGY / BlackRock Enhanced International Dividend Trust
TDC / Teradata Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BAC / Bank of America Corporation
SNDL / SNDL Inc.
MAS / Masco Corporation
LPLA / LPL Financial Holdings Inc.
BDX / Becton, Dickinson and Company
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
COP / ConocoPhillips
ANET / Arista Networks Inc
UAL / United Airlines Holdings, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
DSM / BNY Mellon Strategic Municipal Bond Fund, Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
VXX / iPath Series B S&P 500 VIX Short-Term Futures ETN
ENB / Enbridge Inc.
BXMX / Nuveen S&P 500 Buy-Write Income Fund
ISRG / Intuitive Surgical, Inc.
SITC / SITE Centers Corp.
MFC N / Manulife Financial Corporation
WFC / Wells Fargo & Company
HON / Honeywell International Inc.
TLK / Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk - Depositary Receipt (Common Stock)
VICE / AdvisorShares Trust - AdvisorShares Vice ETF
GBTC / Grayscale Bitcoin Trust (BTC)
LUMN / Lumen Technologies, Inc.
NATL / NCR Atleos Corporation
TEM / Tempus AI, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
BITO / ProShares Trust - ProShares Bitcoin ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
UNP / Union Pacific Corporation
AEP / American Electric Power Company, Inc.
C / Citigroup Inc. - Corporate Bond/Note
CMI / Cummins Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
BLNK / Blink Charging Co.
OGN / Organon & Co.
DTM / DT Midstream, Inc.
CSCO / Cisco Systems, Inc.
SPGI / S&P Global Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ROKU / Roku, Inc.
ETN / Eaton Corporation plc
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
ZBH / Zimmer Biomet Holdings, Inc.
FCX / Freeport-McMoRan Inc.
DINO / HF Sinclair Corporation
WU / The Western Union Company
SLV / iShares Silver Trust
LHX / L3Harris Technologies, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
TSLA / Tesla, Inc.
IFF / International Flavors & Fragrances Inc.
OI / O-I Glass, Inc.
BIIB / Biogen Inc.
SPY / SPDR S&P 500 ETF
BB / BlackBerry Limited
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
RCL / Royal Caribbean Cruises Ltd.
KHC / The Kraft Heinz Company
SLB / Schlumberger Limited
AAPL / Apple Inc.
DD / DuPont de Nemours, Inc.
ILMN / Illumina, Inc.
EA / Electronic Arts Inc.
SPY / SPDR S&P 500 ETF Call
IWR / iShares Trust - iShares Russell Mid-Cap ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
5QQ0 / Stem, Inc.
SOBCF / South Bow Corporation
RCS / PIMCO Strategic Income Fund, Inc.
SPOT / Spotify Technology S.A.
CTXR / Citius Pharmaceuticals, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
BWA / BorgWarner Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
MTB / M&T Bank Corporation
SYK / Stryker Corporation
HLT / Hilton Worldwide Holdings Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
LRCX / Lam Research Corporation
GIS / General Mills, Inc.
BRO / Brown & Brown, Inc.
BTC / Grayscale Bitcoin Mini Trust
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
SOLV / Solventum Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
TPR / Tapestry, Inc.
HPE / Hewlett Packard Enterprise Company
KVUE / Kenvue Inc.
WEN / The Wendy's Company
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
AGL / Agree Realty Corporation
NOW / ServiceNow, Inc.
LLY / Eli Lilly and Company
LVS / Las Vegas Sands Corp.
DE / Deere & Company
SOFI / SoFi Technologies, Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
MTZ / MasTec, Inc.
DBRG / DigitalBridge Group, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
PHIN / PHINIA Inc.
L / Loews Corporation
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
KD / Kyndryl Holdings, Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
CHMI / Cherry Hill Mortgage Investment Corporation
VMGA.X / Vanguard World Fund - Vanguard Mega Cap Growth ETF
MAIN / Main Street Capital Corporation
EMN / Eastman Chemical Company
BLDR / Builders FirstSource, Inc.
TOST / Toast, Inc.
TJX / The TJX Companies, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
OTTR / Otter Tail Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
PLTR / Palantir Technologies Inc.
DTE / DTE Energy Company
ADBE / Adobe Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
DELL / Dell Technologies Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
GLW / Corning Incorporated
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
DXC / DXC Technology Company
TROW / T. Rowe Price Group, Inc.
XRAY / DENTSPLY SIRONA Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
CRM / Salesforce, Inc.
MDT / Medtronic plc
SNOW / Snowflake Inc.
ABR / Arbor Realty Trust, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
LUV / Southwest Airlines Co.
VLO / Valero Energy Corporation
QQQ / Invesco QQQ Trust, Series 1
DHR / Danaher Corporation
QSR / Restaurant Brands International Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
PLBY / Playboy, Inc.
CI / The Cigna Group
GE / General Electric Company
VEEV / Veeva Systems Inc.
PJT / PJT Partners Inc.
ED / Consolidated Edison, Inc.
TGNA / TEGNA Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
TDOC / Teladoc Health, Inc.
KO / The Coca-Cola Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
RSG / Republic Services, Inc.
NLY / Annaly Capital Management, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
VYX / NCR Voyix Corporation
MAT / Mattel, Inc.
ZM / Zoom Communications Inc.
SW / Smurfit Westrock Plc
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IWB / iShares Trust - iShares Russell 1000 ETF
CASS / Cass Information Systems, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
AXP / American Express Company
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
MRVL / Marvell Technology, Inc.
AMD / Advanced Micro Devices, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
KRG / Kite Realty Group Trust
ARE / Alexandria Real Estate Equities, Inc.
FITB / Fifth Third Bancorp
KKR / KKR & Co. Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
FNB / F.N.B. Corporation
INTC / Intel Corporation
GOOG / Alphabet Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
LMT / Lockheed Martin Corporation
F / Ford Motor Company
IBIT / iShares Bitcoin Trust ETF
COST / Costco Wholesale Corporation
UNH / UnitedHealth Group Incorporated
OCFC / OceanFirst Financial Corp.
NKE / NIKE, Inc.
WM / Waste Management, Inc.
CMG / Chipotle Mexican Grill, Inc.
XYZ / Block, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
GEV / GE Vernova Inc.
CRSR / Corsair Gaming, Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
GOOGL / Alphabet Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
MSFT / Microsoft Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
AMZN / Amazon.com, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MS / Morgan Stanley
T / AT&T Inc.
IVT / InvenTrust Properties Corp.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
JLL / Jones Lang LaSalle Incorporated
FSK / FS KKR Capital Corp.
FBTC / Fidelity Wise Origin Bitcoin Fund
CGDV / Capital Group Dividend Value ETF
MDLZ / Mondelez International, Inc.
META / Meta Platforms, Inc.
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
WMT / Walmart Inc.
NXJ / Nuveen New Jersey Quality Municipal Income Fund
HD / The Home Depot, Inc.
CL / Colgate-Palmolive Company
ORCL / Oracle Corporation
WTW / Willis Towers Watson Public Limited Company
VDE / Vanguard World Fund - Vanguard Energy ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
WBA / Walgreens Boots Alliance, Inc.
MGM / MGM Resorts International
PR / Permian Resources Corporation
HWM / Howmet Aerospace Inc.
VERSX / Vanguard Emerging Markets Stock Index Fund
CRUS / Cirrus Logic, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VNT / Vontier Corporation
HAO / Haoxi Health Technology Limited
KHYB / KraneShares Trust - KraneShares Asia Pacific High Income USD Bond ETF
MLPA / Global X Funds - Global X MLP ETF
SPXX / Nuveen S&P 500 Dynamic Overwrite Fund