Market Value413,541,470
Total Holdings128
File Date2024-04-23
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
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Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
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NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SYY / Sysco Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
EDU / New Oriental Education & Technology Group Inc. - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
SOFI / SoFi Technologies, Inc.
AGI / Alamos Gold Inc.
CSL / Carlisle Companies Incorporated
PPG / PPG Industries, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
DIG / ProShares Trust - ProShares Ultra Energy
ALL / The Allstate Corporation
SLB / Schlumberger Limited
AZUL / Azul S.A. - Depositary Receipt (Common Stock)
FTSD / Franklin U.S. Core Dividend Tilt Index ETF - Franklin Short Duration U.S. Government ETF
FCPT / Four Corners Property Trust, Inc.
GAB / The Gabelli Equity Trust Inc.
ENPH / Enphase Energy, Inc.
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
PRU / Prudential Financial, Inc.
GLW / Corning Incorporated
AAP / Advance Auto Parts, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
ED / Consolidated Edison, Inc.
EMR / Emerson Electric Co.
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
BUYW / Northern Lights Fund Trust IV - Main BuyWrite ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
HDV / iShares Trust - iShares Core High Dividend ETF
DIS / The Walt Disney Company
COIN / Coinbase Global, Inc.
AMT / American Tower Corporation
PLUG / Plug Power Inc.
KDP / Keurig Dr Pepper Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
EOG / EOG Resources, Inc.
TOON / Kartoon Studios Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
CG / The Carlyle Group Inc.
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
PNC / The PNC Financial Services Group, Inc.
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
SQ / Block, Inc.
LKQ / LKQ Corporation
SMBK / SmartFinancial, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IAT / iShares Trust - iShares U.S. Regional Banks ETF
MRK / Merck & Co., Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
KR / The Kroger Co.
DVN / Devon Energy Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
PMF / PIMCO Municipal Income Fund
CION / CION Investment Corporation
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
THO / THOR Industries, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
GFS / GLOBALFOUNDRIES Inc.
LEJU / Leju Holdings Limited - Depositary Receipt (Common Stock)
FFIV / F5, Inc.
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
LYB / LyondellBasell Industries N.V.
SCCO / Southern Copper Corporation
REGN / Regeneron Pharmaceuticals, Inc.
AEP / American Electric Power Company, Inc.
PTSI / P.A.M. Transportation Services, Inc.
WELL / Welltower Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AWK / American Water Works Company, Inc.
J / Jacobs Solutions Inc.
PFFA / ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF
PATH / UiPath Inc.
SWN / Southwestern Energy Company
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
IEUR / iShares Trust - iShares Core MSCI Europe ETF
MMC / Marsh & McLennan Companies, Inc.
ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF
HYLN / Hyliion Holdings Corp.
ZIMV / ZimVie Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CBSH / Commerce Bancshares, Inc.
MBB / iShares Trust - iShares MBS ETF
WY / Weyerhaeuser Company
HIG / The Hartford Insurance Group, Inc.
ET / Energy Transfer LP - Limited Partnership
VALE / Vale S.A. - Depositary Receipt (Common Stock)
UAL / United Airlines Holdings, Inc.
ISRG / Intuitive Surgical, Inc.
BLNK / Blink Charging Co.
TFC / Truist Financial Corporation
OKTA / Okta, Inc.
SPGI / S&P Global Inc.
JULW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
MLU / Manulife Financial Corporation
INTF / iShares Trust - iShares International Equity Factor ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
EQR / Equity Residential
ONON / On Holding AG
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
ALNY / Alnylam Pharmaceuticals, Inc.
SAM / The Boston Beer Company, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
VICI / VICI Properties Inc.
HIPS / GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF
KMB / Kimberly-Clark Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HUM / Humana Inc.
ITW / Illinois Tool Works Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
CCL / Carnival Corporation & plc
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
UPS / United Parcel Service, Inc.
FBOT / Fidelity Covington Trust - Fidelity Disruptive Automation ETF
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
SPG / Simon Property Group, Inc.
ORCL / Oracle Corporation
PRU / Prudential Financial, Inc.
PEG / Public Service Enterprise Group Incorporated
DLTR / Dollar Tree, Inc.
SLV / iShares Silver Trust
CCEP / Coca-Cola Europacific Partners PLC
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
IPG / The Interpublic Group of Companies, Inc.
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
RPM / RPM International Inc.
NRG / NRG Energy, Inc.
NRG / NRG Energy, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
COP / ConocoPhillips
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock)
MVIS / MicroVision, Inc.
CTVA / Corteva, Inc.
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
DASH / DoorDash, Inc.
MKC / McCormick & Company, Incorporated
TS / Tenaris S.A. - Depositary Receipt (Common Stock)
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
EPD / Enterprise Products Partners L.P. - Limited Partnership
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
TRI / Thomson Reuters Corporation
BTBT / Bit Digital, Inc.
STRV / EA Series Trust - Strive 500 ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
ECL / Ecolab Inc.
CGUS / Capital Group Core Equity ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
CTRA / Coterra Energy Inc.
WFC / Wells Fargo & Company
KVUE / Kenvue Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
RUM / Rumble Inc.
BTE / Baytex Energy Corp.
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock)
NCLH / Norwegian Cruise Line Holdings Ltd.
QEPC / Q.E.P. Co., Inc.
MGM / MGM Resorts International
DG / Dollar General Corporation
UCBI / United Community Banks, Inc.
BA / The Boeing Company
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
CYH / Community Health Systems, Inc.
LUMN / Lumen Technologies, Inc.
PM / Philip Morris International Inc.
F / Ford Motor Company
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
BEPI / Brookfield BRP Holdings (Canada) Inc. - Corporate Bond/Note
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
TRMB / Trimble Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
PANW / Palo Alto Networks, Inc.
COST / Costco Wholesale Corporation
HPQ / HP Inc.
AMZN / Amazon.com, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TMAT / Northern Lights Fund Trust IV - Main Thematic Innovation ETF
SBRA / Sabra Health Care REIT, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
APO / Apollo Global Management, Inc.
REZI / Resideo Technologies, Inc.
BOX / Box, Inc.
SHW / The Sherwin-Williams Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CGA / Enlightify Inc.
WPP / WPP plc - Depositary Receipt (Common Stock)
WPP / WPP plc - Depositary Receipt (Common Stock)
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
ASO / Academy Sports and Outdoors, Inc.
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
XP / XP Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
KOCT / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - October
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
KMI / Kinder Morgan, Inc.
RCL / Royal Caribbean Cruises Ltd.
MO / Altria Group, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
PH / Parker-Hannifin Corporation
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
METC / Ramaco Resources, Inc.
CVGI / Commercial Vehicle Group, Inc.
AAPL / Apple Inc.
BYND / Beyond Meat, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
LUV / Southwest Airlines Co.
CMA / Comerica Incorporated
CNBS / Amplify ETF Trust - Amplify Seymour Cannabis ETF
XOM / Exxon Mobil Corporation
BCE / BCE Inc.
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
AON / Aon plc
GMAB / Genmab A/S - Depositary Receipt (Common Stock)
DXCM / DexCom, Inc.
CBRL / Cracker Barrel Old Country Store, Inc.
BYND / Beyond Meat, Inc.
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
TAP / Molson Coors Beverage Company
PAYX / Paychex, Inc.
TECK.B / Teck Resources Limited
PENN / PENN Entertainment, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
SMG / The Scotts Miracle-Gro Company
OTIS / Otis Worldwide Corporation
IYG / iShares Trust - iShares U.S. Financial Services ETF
ETR / Entergy Corporation
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
KD / Kyndryl Holdings, Inc.
FTLF / FitLife Brands, Inc.
INTU / Intuit Inc.
FHN / First Horizon Corporation
OGN / Organon & Co.
HAS / Hasbro, Inc.
EXC / Exelon Corporation
EXC / Exelon Corporation
LMT / Lockheed Martin Corporation
AVGO / Broadcom Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
KRP / Kimbell Royalty Partners, LP - Limited Partnership
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
CLLS / Cellectis S.A. - Depositary Receipt (Common Stock)
QQQN / Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF
TWLO / Twilio Inc.
SECT / Northern Lights Fund Trust IV - Main Sector Rotation ETF
HTBI / HomeTrust Bancshares, Inc.
RPRX / Royalty Pharma plc
NEE / NextEra Energy, Inc.
NSC / Norfolk Southern Corporation
EGP / EastGroup Properties, Inc.
USB / U.S. Bancorp
VFH / Vanguard World Fund - Vanguard Financials ETF
VIV / Telefônica Brasil S.A. - Depositary Receipt (Common Stock)
BROS / Dutch Bros Inc.
AER / AerCap Holdings N.V.
SUPV / Grupo Supervielle S.A. - Depositary Receipt (Common Stock)
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
BHF / Brighthouse Financial, Inc.
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
ONL / Orion Properties Inc.
UNP / Union Pacific Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
ENB / Enbridge Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
SMLP / Summit Midstream Partners, LP - Limited Partnership
CMC / Commercial Metals Company
TDTF / FlexShares Trust - FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
INFY / Infosys Limited - Depositary Receipt (Common Stock)
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
PAC / Grupo Aeroportuario del Pacífico, S.A.B. de C.V. - Depositary Receipt (Common Stock)
WM / Waste Management, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
RIV / RiverNorth Opportunities Fund, Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
SPY / SPDR S&P 500 ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
MDY / SPDR S&P MidCap 400 ETF Trust
QQQ / Invesco QQQ Trust, Series 1
BRK.B / Berkshire Hathaway Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
ABBV / AbbVie Inc.
HD / The Home Depot, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
CME / CME Group Inc.
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
RIVN / Rivian Automotive, Inc.
LNC / Lincoln National Corporation
DAL / Delta Air Lines, Inc.
XEL / Xcel Energy Inc.
NTR / Nutrien Ltd.
CELH / Celsius Holdings, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
CEG / Constellation Energy Corporation
TDY / Teledyne Technologies Incorporated
SEDG / SolarEdge Technologies, Inc.
NAK / Northern Dynasty Minerals Ltd.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
TLRY / Tilray Brands, Inc.
CB / Chubb Limited
SBUX / Starbucks Corporation
MLPA / Global X Funds - Global X MLP ETF
FCEF / First Trust Exchange-Traded Fund VIII - First Trust Income Opportunities ETF
GOOG / Alphabet Inc.
ATO / Atmos Energy Corporation
CPRT / Copart, Inc.
DOV / Dover Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
NOW / ServiceNow, Inc.
UBER / Uber Technologies, Inc.
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
UA / Under Armour, Inc.
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
WMT / Walmart Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
V / Visa Inc.
EWU / iShares Trust - iShares MSCI United Kingdom ETF
ROKU / Roku, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
QCOM / QUALCOMM Incorporated
UWM / ProShares Trust - ProShares Ultra Russell2000
BNL / Broadstone Net Lease, Inc.
LEGR / First Trust Exchange-Traded Fund VI - First Trust Indxx Innovative Transaction & Process ETF
LRMR / Larimar Therapeutics, Inc.
SNDL / SNDL Inc.
IXC / iShares Trust - iShares Global Energy ETF
CARR / Carrier Global Corporation
NEM / Newmont Corporation
EMBC / Embecta Corp.
AMWD / American Woodmark Corporation
AMD / Advanced Micro Devices, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
GLD / SPDR Gold Trust
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
GE / General Electric Company
MU / Micron Technology, Inc.
TSLA / Tesla, Inc.
UPST / Upstart Holdings, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
OEF / iShares Trust - iShares S&P 100 ETF
IVZ / Invesco Ltd.
CMI / Cummins Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IAU / iShares Gold Trust
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
PSX / Phillips 66
CAT / Caterpillar Inc.
PG / The Procter & Gamble Company
MA / Mastercard Incorporated
EFA / iShares Trust - iShares MSCI EAFE ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
JKHY / Jack Henry & Associates, Inc.
JPM / JPMorgan Chase & Co.
LCID / Lucid Group, Inc.
SPCE / Virgin Galactic Holdings, Inc.
EQH / Equitable Holdings, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
DNP / DNP Select Income Fund Inc.
PFE / Pfizer Inc.
TRP / TC Energy Corporation
OKE / ONEOK, Inc.
LHX / L3Harris Technologies, Inc.
AA / Alcoa Corporation
CRM / Salesforce, Inc.
SHOP / Shopify Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PLTR / Palantir Technologies Inc.
WKHS / Workhorse Group Inc.
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
DELL / Dell Technologies Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
PEP / PepsiCo, Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
JNJ / Johnson & Johnson
GOF / Guggenheim Strategic Opportunities Fund
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
LRCX / Lam Research Corporation
PDI / PIMCO Dynamic Income Fund
KODK / Eastman Kodak Company
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
PYPL / PayPal Holdings, Inc.
STX / Seagate Technology Holdings plc
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
GOOGL / Alphabet Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
DKNG / DraftKings Inc.
RA / Brookfield Real Assets Income Fund Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
MUB / iShares Trust - iShares National Muni Bond ETF
URI / United Rentals, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
NVDA / NVIDIA Corporation
RSG / Republic Services, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
DE / Deere & Company
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
LOW / Lowe's Companies, Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
ABT / Abbott Laboratories
IBM / International Business Machines Corporation
MSFT / Microsoft Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
LLY / Eli Lilly and Company
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
GERN / Geron Corporation
META / Meta Platforms, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
DUK / Duke Energy Corporation
CSCO / Cisco Systems, Inc.