Market Value984,260,179
Total Holdings584
File Date2025-02-05
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
AEM / Agnico Eagle Mines Limited
CHH / Choice Hotels International, Inc.
EMR / Emerson Electric Co.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
LRCX / Lam Research Corporation
SSNC / SS&C Technologies Holdings, Inc.
MURA / Mural Oncology plc
REG / Regency Centers Corporation
AA / Alcoa Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
WDAY / Workday, Inc.
ZTS / Zoetis Inc.
LULU / lululemon athletica inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
OTIS / Otis Worldwide Corporation
TEL / TE Connectivity plc
TSLA / Tesla, Inc.
SOLV / Solventum Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VRSK / Verisk Analytics, Inc.
PLD / Prologis, Inc.
NXPI / NXP Semiconductors N.V.
ORCL / Oracle Corporation
KKR / KKR & Co. Inc.
MANH / Manhattan Associates, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PFE / Pfizer Inc.
NFLX / Netflix, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
F / Ford Motor Company
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CBOE / Cboe Global Markets, Inc.
MRK / Merck & Co., Inc.
UNH / UnitedHealth Group Incorporated
FTNT / Fortinet, Inc.
ROAD / Construction Partners, Inc.
IQV / IQVIA Holdings Inc.
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
CLF / Cleveland-Cliffs Inc.
ZBH / Zimmer Biomet Holdings, Inc.
CMCSA / Comcast Corporation
GOLD / Barrick Mining Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
JNJ / Johnson & Johnson
CSW / CSW Industrials, Inc.
GOOG / Alphabet Inc.
LAD / Lithia Motors, Inc.
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
HWM / Howmet Aerospace Inc.
ZBRA / Zebra Technologies Corporation
GPN / Global Payments Inc.
GLD / SPDR Gold Trust
BP / BP p.l.c. - Depositary Receipt (Common Stock)
QCOM / QUALCOMM Incorporated
CLX / The Clorox Company
TGT / Target Corporation
CCK / Crown Holdings, Inc.
UNF / UniFirst Corporation
SRE / Sempra
EQC / Equity Commonwealth
SBUX / Starbucks Corporation
PANW / Palo Alto Networks, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
EBAY / eBay Inc.
WBA / Walgreens Boots Alliance, Inc.
AON / Aon plc
SHW / The Sherwin-Williams Company
STZ / Constellation Brands, Inc.
HCA / HCA Healthcare, Inc.
UBER / Uber Technologies, Inc.
ABT / Abbott Laboratories
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
KHC / The Kraft Heinz Company
LMT / Lockheed Martin Corporation
HRL / Hormel Foods Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
CAT / Caterpillar Inc.
TXN / Texas Instruments Incorporated
STAG / STAG Industrial, Inc.
LOW / Lowe's Companies, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
MCO / Moody's Corporation
GOOGL / Alphabet Inc.
PEP / PepsiCo, Inc.
DOV / Dover Corporation
WMT / Walmart Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DE / Deere & Company
TDC / Teradata Corporation
IAU / iShares Gold Trust
T / AT&T Inc.
CVS / CVS Health Corporation
ROST / Ross Stores, Inc.
MAR / Marriott International, Inc.
DRIP / Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares
VTRS / Viatris Inc.
GILD / Gilead Sciences, Inc.
HOG / Harley-Davidson, Inc.
CSCO / Cisco Systems, Inc.
MKC / McCormick & Company, Incorporated
MA / Mastercard Incorporated
YUM / Yum! Brands, Inc.
ASGN / ASGN Incorporated
BJ / BJ's Wholesale Club Holdings, Inc.
RJF / Raymond James Financial, Inc.
AZTA / Azenta, Inc.
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
KODK / Eastman Kodak Company
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
SLF / Sun Life Financial Inc.
BANF / BancFirst Corporation
FIS / Fidelity National Information Services, Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
RXI / iShares Trust - iShares Global Consumer Discretionary ETF
VGR / Vector Group Ltd.
HP / Helmerich & Payne, Inc.
DNMR / Danimer Scientific, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
KBE / SPDR Series Trust - SPDR S&P Bank ETF
LCID / Lucid Group, Inc.
IP / International Paper Company
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
TIP / iShares Trust - iShares TIPS Bond ETF
RNR / RenaissanceRe Holdings Ltd.
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
HTUS / Capitol Series Trust - Hull Tactical US ETF
PFG / Principal Financial Group, Inc.
LYFT / Lyft, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
APD / Air Products and Chemicals, Inc.
MMM / 3M Company
TFC / Truist Financial Corporation
MDLZ / Mondelez International, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
WSO / Watsco, Inc.
EOG / EOG Resources, Inc.
SCHW / The Charles Schwab Corporation
DRI / Darden Restaurants, Inc.
KO / The Coca-Cola Company
HLI / Houlihan Lokey, Inc.
PYPL / PayPal Holdings, Inc.
ENB / Enbridge Inc.
TTWO / Take-Two Interactive Software, Inc.
FR / First Industrial Realty Trust, Inc.
TMO / Thermo Fisher Scientific Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
NI / NiSource Inc.
TRV / The Travelers Companies, Inc.
FSMB / First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
CARR / Carrier Global Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SMG / The Scotts Miracle-Gro Company
RPM / RPM International Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
EIX / Edison International
AES / The AES Corporation
CAG / Conagra Brands, Inc.
FDIF / Fidelity Covington Trust - Fidelity Disruptors ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
CMS / CMS Energy Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
INFN / Infinera Corporation
FFIN / First Financial Bankshares, Inc.
BOH / Bank of Hawaii Corporation
VSDA / Victory Portfolios II - VictoryShares Dividend Accelerator ETF
MHK / Mohawk Industries, Inc.
FDX / FedEx Corporation
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
JSCP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VLO / Valero Energy Corporation
LDSF / First Trust Exchange-Traded Fund VIII - First Trust Low Duration Strategic Focus ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
WDFC / WD-40 Company
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
HII / Huntington Ingalls Industries, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
FIZZ / National Beverage Corp.
MDY / SPDR S&P MidCap 400 ETF Trust
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
GSST / Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Bond ETF
FTI / TechnipFMC plc
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
GNTX / Gentex Corporation
ALKS / Alkermes plc
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
MUB / iShares Trust - iShares National Muni Bond ETF
SPEU / SPDR Index Shares Funds - SPDR Portfolio Europe ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PG / The Procter & Gamble Company
QQQ / Invesco QQQ Trust, Series 1
PFGC / Performance Food Group Company
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
MSCI / MSCI Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
EEFT / Euronet Worldwide, Inc.
AB / AllianceBernstein Holding L.P. - Limited Partnership
DIS / The Walt Disney Company
NOW / ServiceNow, Inc.
PM / Philip Morris International Inc.
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
BANC / Banc of California, Inc.
SFIX / Stitch Fix, Inc.
IDXX / IDEXX Laboratories, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
BHF / Brighthouse Financial, Inc.
ETN / Eaton Corporation plc
BX / Blackstone Inc.
HON / Honeywell International Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
TKO / TKO Group Holdings, Inc.
ET / Energy Transfer LP - Limited Partnership
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
WFC / Wells Fargo & Company
CMG / Chipotle Mexican Grill, Inc.
RSG / Republic Services, Inc.
EPR / EPR Properties
VUG / Vanguard Index Funds - Vanguard Growth ETF
MO / Altria Group, Inc.
NKE / NIKE, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PCAR / PACCAR Inc
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
TSCO / Tractor Supply Company
CRL / Charles River Laboratories International, Inc.
PRI / Primerica, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
RTX / RTX Corporation
INTU / Intuit Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
THO / THOR Industries, Inc.
BMI / Badger Meter, Inc.
CSX / CSX Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SITE / SiteOne Landscape Supply, Inc.
HD / The Home Depot, Inc.
UNP / Union Pacific Corporation
JCI / Johnson Controls International plc
VZ / Verizon Communications Inc.
MKL / Markel Group Inc.
TRN / Trinity Industries, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
CB / Chubb Limited
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
XT / iShares Trust - iShares Exponential Technologies ETF
ESBA / Empire State Realty OP, L.P. - Limited Partnership
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
DKNG / DraftKings Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
ELV / Elevance Health, Inc.
ALC / Alcon Inc.
NVRO / Nevro Corp.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
FUMB / First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF
WBD / Warner Bros. Discovery, Inc.
LUMN / Lumen Technologies, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
CTVA / Corteva, Inc.
FHN / First Horizon Corporation
JKHY / Jack Henry & Associates, Inc.
MTB / M&T Bank Corporation
PNFP / Pinnacle Financial Partners, Inc.
TJX / The TJX Companies, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
WMB / The Williams Companies, Inc.
KMI / Kinder Morgan, Inc.
MCK / McKesson Corporation
RBC / RBC Bearings Incorporated
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
PEG / Public Service Enterprise Group Incorporated
QGRW / WisdomTree Trust - WisdomTree U.S. Quality Growth Fund
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
ORLY / O'Reilly Automotive, Inc.
ALV / Autoliv, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
NVDA / NVIDIA Corporation
AEP / American Electric Power Company, Inc.
THC / Tenet Healthcare Corporation
GEN / Gen Digital Inc.
SPGI / S&P Global Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
INDA / iShares Trust - iShares MSCI India ETF
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
GEHC / GE HealthCare Technologies Inc.
DD / DuPont de Nemours, Inc.
E / Eni S.p.A. - Depositary Receipt (Common Stock)
NBIX / Neurocrine Biosciences, Inc.
DHR / Danaher Corporation
AMZN / Amazon.com, Inc.
IT / Gartner, Inc.
LSTR / Landstar System, Inc.
BCY2 / Barclays PLC - Depositary Receipt (Common Stock)
AMP / Ameriprise Financial, Inc.
AZO / AutoZone, Inc.
ICLR / ICON Public Limited Company
RELX / RELX PLC - Depositary Receipt (Common Stock)
LAMR / Lamar Advertising Company
MGM / MGM Resorts International
STWD / Starwood Property Trust, Inc.
FI / Fiserv, Inc.
IBKR / Interactive Brokers Group, Inc.
IBIT / iShares Bitcoin Trust ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
JPLD / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF
SLVM / Sylvamo Corporation
HOUS / Anywhere Real Estate Inc.
AHR / American Healthcare REIT, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
SPB / Spectrum Brands Holdings, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
MLM / Martin Marietta Materials, Inc.
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
ICE / Intercontinental Exchange, Inc.
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF
DVY / iShares Trust - iShares Select Dividend ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
AMED / Amedisys, Inc.
RDN / Radian Group Inc.
TD / The Toronto-Dominion Bank
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
AMAT / Applied Materials, Inc.
GEV / GE Vernova Inc.
AIT / Applied Industrial Technologies, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
NEE / NextEra Energy, Inc.
WOR / Worthington Enterprises, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
GGG / Graco Inc.
SPOT / Spotify Technology S.A.
CCL / Carnival Corporation & plc
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VFQY / Vanguard Wellington Fund - Vanguard U.S. Quality Factor ETF
PTC / PTC Inc.
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
GL / Globe Life Inc.
STE / STERIS plc
MMC / Marsh & McLennan Companies, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SJM / The J. M. Smucker Company
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
AMT / American Tower Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
WELL / Welltower Inc.
ESS / Essex Property Trust, Inc.
DRUP / GraniteShares ETF Trust - GraniteShares Nasdaq Select Disruptors ETF
DDOG / Datadog, Inc.
SO / The Southern Company
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
RMT / Royce Micro-Cap Trust, Inc.
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
VTV / Vanguard Index Funds - Vanguard Value ETF
LKFN / Lakeland Financial Corporation
CRM / Salesforce, Inc.
DELL / Dell Technologies Inc.
SPY / SPDR S&P 500 ETF
ARLO / Arlo Technologies, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
AIG / American International Group, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
HXL / Hexcel Corporation
MNST / Monster Beverage Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
ITW / Illinois Tool Works Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund
SHOP / Shopify Inc.
CAKE / The Cheesecake Factory Incorporated
AMTM / Amentum Holdings, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
POOL / Pool Corporation
NATL / NCR Atleos Corporation
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
FICS / First Trust Exchange-Traded Fund VI - First Trust International Developed Capital Strength ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
AIN / Albany International Corp.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
XSHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
OXY / Occidental Petroleum Corporation
OGN / Organon & Co.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
YUMC / Yum China Holdings, Inc.
BRK.B / Berkshire Hathaway Inc.
GPC / Genuine Parts Company
AFL / Aflac Incorporated
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
CRNC / Cerence Inc.
XHR / Xenia Hotels & Resorts, Inc.
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
CMI / Cummins Inc.
WTM / White Mountains Insurance Group, Ltd.
COR / Cencora, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
SYY / Sysco Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
WM / Waste Management, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
PSX / Phillips 66
ISRG / Intuitive Surgical, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
PARA / Paramount Global
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
NTGR / NETGEAR, Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
IHAK / iShares Trust - iShares Cybersecurity and Tech ETF
Z / Zillow Group, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
AVTR / Avantor, Inc.
MCD / McDonald's Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
JOE / The St. Joe Company
AVGO / Broadcom Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IWM / iShares Trust - iShares Russell 2000 ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
PAYC / Paycom Software, Inc.
MAA / Mid-America Apartment Communities, Inc.
MSI / Motorola Solutions, Inc.
SNPS / Synopsys, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
ADSK / Autodesk, Inc.
ES / Eversource Energy
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
DVN / Devon Energy Corporation
COP / ConocoPhillips
ACWI / iShares Trust - iShares MSCI ACWI ETF
NSC / Norfolk Southern Corporation
CCEP / Coca-Cola Europacific Partners PLC
KMB / Kimberly-Clark Corporation
META / Meta Platforms, Inc.
WS / Worthington Steel, Inc.
SFNC / Simmons First National Corporation
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
ADBE / Adobe Inc.
AAPL / Apple Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BAC / Bank of America Corporation
MSFT / Microsoft Corporation
BA / The Boeing Company
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
INTC / Intel Corporation
VMC / Vulcan Materials Company
WKHS / Workhorse Group Inc.
XEL / Xcel Energy Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
VRTX / Vertex Pharmaceuticals Incorporated
HLMN / Hillman Solutions Corp.
SLB / Schlumberger Limited
VYX / NCR Voyix Corporation
FNA / Paragon 28, Inc.
BAH / Booz Allen Hamilton Holding Corporation
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
DAL / Delta Air Lines, Inc.
CVX / Chevron Corporation
J / Jacobs Solutions Inc.
BK / The Bank of New York Mellon Corporation
CI / The Cigna Group
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
GTY / Getty Realty Corp.
HLT / Hilton Worldwide Holdings Inc.
CRH / CRH plc
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
RGA / Reinsurance Group of America, Incorporated
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
AWI / Armstrong World Industries, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
DFS / Discover Financial Services
NWL / Newell Brands Inc.
SW / Smurfit Westrock Plc
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
IOO / iShares Trust - iShares Global 100 ETF
CAPE / DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
SYK / Stryker Corporation
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock)
MET / MetLife, Inc.
ABR / Arbor Realty Trust, Inc.
GE / General Electric Company
LIN / Linde plc
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
NOC / Northrop Grumman Corporation
AME / AMETEK, Inc.
BALL / Ball Corporation
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
ZG / Zillow Group, Inc.
MU / Micron Technology, Inc.
MRVL / Marvell Technology, Inc.
RHI / Robert Half Inc.
TT / Trane Technologies plc
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
V / Visa Inc.
ABBV / AbbVie Inc.
COST / Costco Wholesale Corporation
DOW / Dow Inc.
NTR / Nutrien Ltd.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
XLSR / SSGA Active Trust - SPDR SSGA US Sector Rotation ETF
BMY / Bristol-Myers Squibb Company
ASTC / Astrotech Corporation
CBRE / CBRE Group, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
PH / Parker-Hannifin Corporation
IDNA / iShares Trust - iShares Genomics Immunology and Healthcare ETF
EVTC / EVERTEC, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
TEI / Templeton Emerging Markets Income Fund
PPG / PPG Industries, Inc.
CNX / CNX Resources Corporation
RLI / RLI Corp.
FLDR / Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF
VCRB / Vanguard Core Bond Fund
SLM / SLM Corporation
LLY / Eli Lilly and Company
AL / Air Lease Corporation
BSX / Boston Scientific Corporation
FCX / Freeport-McMoRan Inc.
JPM / JPMorgan Chase & Co.
XOM / Exxon Mobil Corporation
ACN / Accenture plc
MPC / Marathon Petroleum Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
TXT / Textron Inc.
CDW / CDW Corporation
APO / Apollo Global Management, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)