Market Value32,067,068,852
Total Holdings635
File Date2025-05-08
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)
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
V / Visa Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
PANW / Palo Alto Networks, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
KHC / The Kraft Heinz Company
URI / United Rentals, Inc.
DGX / Quest Diagnostics Incorporated
STZ / Constellation Brands, Inc.
UNP / Union Pacific Corporation
KVUE / Kenvue Inc.
IBIT / iShares Bitcoin Trust ETF
XPO / XPO, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
OKE / ONEOK, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
ES / Eversource Energy
AMD / Advanced Micro Devices, Inc.
CRWD / CrowdStrike Holdings, Inc.
GLD / SPDR Gold Trust
GOOG / Alphabet Inc.
COR / Cencora, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
EQT / EQT Corporation
AVY / Avery Dennison Corporation
OTIS / Otis Worldwide Corporation
JPM / JPMorgan Chase & Co.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MMC / Marsh & McLennan Companies, Inc.
AFL / Aflac Incorporated
LNG / Cheniere Energy, Inc.
JEF / Jefferies Financial Group Inc.
MSFT / Microsoft Corporation
MKL / Markel Group Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CHKP / Check Point Software Technologies Ltd.
BX / Blackstone Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
TRV / The Travelers Companies, Inc.
MNDY / monday.com Ltd.
CTAS / Cintas Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
D / Dominion Energy, Inc.
DXCM / DexCom, Inc.
ABNB / Airbnb, Inc.
INGR / Ingredion Incorporated
SPGI / S&P Global Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
QCOM / QUALCOMM Incorporated
RTX / RTX Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
BA / The Boeing Company
APD / Air Products and Chemicals, Inc.
GD / General Dynamics Corporation
META / Meta Platforms, Inc.
VRSK / Verisk Analytics, Inc.
FAST / Fastenal Company
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ROST / Ross Stores, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
WSM / Williams-Sonoma, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ACN / Accenture plc
AMT / American Tower Corporation
XEL / Xcel Energy Inc.
CSX / CSX Corporation
SSB / SouthState Bank Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CAH / Cardinal Health, Inc.
ETR / Entergy Corporation
ALL / The Allstate Corporation
ENB / Enbridge Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
LIN / Linde plc
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
LLY / Eli Lilly and Company
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
LHX / L3Harris Technologies, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
WELL / Welltower Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
HIG / The Hartford Insurance Group, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
FDS / FactSet Research Systems Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
ROP / Roper Technologies, Inc.
AWR / American States Water Company
TMO / Thermo Fisher Scientific Inc.
GRMN / Garmin Ltd.
TPL / Texas Pacific Land Corporation
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SWKS / Skyworks Solutions, Inc.
MFC / Manulife Financial Corporation
ESLT / Elbit Systems Ltd.
EMN / Eastman Chemical Company
NSC / Norfolk Southern Corporation
F / Ford Motor Company
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
BG / Bunge Global SA
A / Agilent Technologies, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BSX / Boston Scientific Corporation
EMR / Emerson Electric Co.
PEG / Public Service Enterprise Group Incorporated
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
GILD / Gilead Sciences, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IYW / iShares Trust - iShares U.S. Technology ETF
DCI / Donaldson Company, Inc.
SCHW / The Charles Schwab Corporation
PHYS / Sprott Physical Gold Trust
ABBV / AbbVie Inc.
AEE / Ameren Corporation
BMY / Bristol-Myers Squibb Company
MAR / Marriott International, Inc.
VLO / Valero Energy Corporation
CAT / Caterpillar Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
WPC / W. P. Carey Inc.
BDX / Becton, Dickinson and Company
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
LNC / Lincoln National Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
ESBA / Empire State Realty OP, L.P. - Limited Partnership
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
CMF / iShares Trust - iShares California Muni Bond ETF
BOH / Bank of Hawaii Corporation
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
DIS / The Walt Disney Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GM / General Motors Company
PPL / PPL Corporation
PEP / PepsiCo, Inc.
DELL / Dell Technologies Inc.
SWK / Stanley Black & Decker, Inc.
SPY / SPDR S&P 500 ETF
ESS / Essex Property Trust, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
YUM / Yum! Brands, Inc.
PLSE / Pulse Biosciences, Inc.
UDR / UDR, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
DLR / Digital Realty Trust, Inc.
RY / Royal Bank of Canada
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IBB / iShares Trust - iShares Biotechnology ETF
NVT / nVent Electric plc
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
WM / Waste Management, Inc.
TEL / TE Connectivity plc
HL / Hecla Mining Company
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
FCX / Freeport-McMoRan Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
TT / Trane Technologies plc
PKG / Packaging Corporation of America
MUB / iShares Trust - iShares National Muni Bond ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
TROW / T. Rowe Price Group, Inc.
DNP / DNP Select Income Fund Inc.
GERN / Geron Corporation
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
VRT / Vertiv Holdings Co
ANET / Arista Networks Inc
QQQ / Invesco QQQ Trust, Series 1
IVV / iShares Trust - iShares Core S&P 500 ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SHW / The Sherwin-Williams Company
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
IT / Gartner, Inc.
HUBB / Hubbell Incorporated
MRK / Merck & Co., Inc.
CEF / Sprott Physical Gold and Silver Trust
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
USB / U.S. Bancorp
PSX / Phillips 66
WMT / Walmart Inc.
ONTO / Onto Innovation Inc.
GEHC / GE HealthCare Technologies Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
AEP / American Electric Power Company, Inc.
ARCC / Ares Capital Corporation
PSA / Public Storage
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
ITW / Illinois Tool Works Inc.
PCAR / PACCAR Inc
PNC / The PNC Financial Services Group, Inc.
CCK / Crown Holdings, Inc.
UNH / UnitedHealth Group Incorporated
FTNT / Fortinet, Inc.
TSCO / Tractor Supply Company
EW / Edwards Lifesciences Corporation
LMT / Lockheed Martin Corporation
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
CDNS / Cadence Design Systems, Inc.
TMUS / T-Mobile US, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
HON / Honeywell International Inc.
IBM / International Business Machines Corporation
HD / The Home Depot, Inc.
CVS / CVS Health Corporation
ABT / Abbott Laboratories
AMAT / Applied Materials, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
WEC / WEC Energy Group, Inc.
DTM / DT Midstream, Inc.
LQPE / Tidal Trust III - PEO AlphaQuest Thematic PE ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
YUMC / Yum China Holdings, Inc.
LRCX / Lam Research Corporation
WFC / Wells Fargo & Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
KKR / KKR & Co. Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
PAYX / Paychex, Inc.
PM / Philip Morris International Inc.
PLTR / Palantir Technologies Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VLTO / Veralto Corporation
XOM / Exxon Mobil Corporation
EIX / Edison International
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
RPM / RPM International Inc.
BK / The Bank of New York Mellon Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
EXC / Exelon Corporation
SHOP / Shopify Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PFE / Pfizer Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DVA / DaVita Inc.
DD / DuPont de Nemours, Inc.
HBAN / Huntington Bancshares Incorporated
VDE / Vanguard World Fund - Vanguard Energy ETF
CTSH / Cognizant Technology Solutions Corporation
GPC / Genuine Parts Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
KMB / Kimberly-Clark Corporation
AGZ / iShares Trust - iShares Agency Bond ETF
INTU / Intuit Inc.
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
MA / Mastercard Incorporated
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
MDT / Medtronic plc
SNPS / Synopsys, Inc.
GIS / General Mills, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GEV / GE Vernova Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
DUK / Duke Energy Corporation
CMCSA / Comcast Corporation
DAKT / Daktronics, Inc.
SPXC / SPX Technologies, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
ELV / Elevance Health, Inc.
ET / Energy Transfer LP - Limited Partnership
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PYPL / PayPal Holdings, Inc.
SPOT / Spotify Technology S.A.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
AFG / American Financial Group, Inc.
NFBK / Northfield Bancorp, Inc. (Staten Island, NY)
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ACGL / Arch Capital Group Ltd.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VRTX / Vertex Pharmaceuticals Incorporated
MKC / McCormick & Company, Incorporated
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
GS / The Goldman Sachs Group, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
WOR / Worthington Enterprises, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
GXO / GXO Logistics, Inc.
CSL / Carlisle Companies Incorporated
AMP / Ameriprise Financial, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SOLV / Solventum Corporation
TFC / Truist Financial Corporation
LXRX / Lexicon Pharmaceuticals, Inc.
IR / Ingersoll Rand Inc.
FITB / Fifth Third Bancorp
SCI / Service Corporation International
VFH / Vanguard World Fund - Vanguard Financials ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CP / Canadian Pacific Kansas City Limited
WBD / Warner Bros. Discovery, Inc.
ETN / Eaton Corporation plc
NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
WDAY / Workday, Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
STE / STERIS plc
SBUX / Starbucks Corporation
CEG / Constellation Energy Corporation
MMM / 3M Company
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
MCK / McKesson Corporation
KNF / Knife River Corporation
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
MDY / SPDR S&P MidCap 400 ETF Trust
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
EQIX / Equinix, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
O / Realty Income Corporation
LNT / Alliant Energy Corporation
MCD / McDonald's Corporation
L / Loews Corporation
HCA / HCA Healthcare, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
PRU / Prudential Financial, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
SACH / Sachem Capital Corp.
SNA / Snap-on Incorporated
CTVA / Corteva, Inc.
TOL / Toll Brothers, Inc.
IAU / iShares Gold Trust
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MDLZ / Mondelez International, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
UPS / United Parcel Service, Inc.
HSIC / Henry Schein, Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
LDOS / Leidos Holdings, Inc.
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
BRK.A / Berkshire Hathaway Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CMG / Chipotle Mexican Grill, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
EBAY / eBay Inc.
KMI / Kinder Morgan, Inc.
SJW / SJW Group
RDNT / RadNet, Inc.
CHD / Church & Dwight Co., Inc.
SANM / Sanmina Corporation
BMO / Bank of Montreal
RCL / Royal Caribbean Cruises Ltd.
STT / State Street Corporation
GWW / W.W. Grainger, Inc.
VRSN / VeriSign, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
WS / Worthington Steel, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
FI / Fiserv, Inc.
NXJ / Nuveen New Jersey Quality Municipal Income Fund
US844741BG22 / Southwest Airlines Co
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
VTRS / Viatris Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
AVAV / AeroVironment, Inc.
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
LH / Labcorp Holdings Inc.
CBSH / Commerce Bancshares, Inc.
LOWV / AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
RVT / Royce Small-Cap Trust, Inc.
CSCO / Cisco Systems, Inc.
STX / Seagate Technology Holdings plc
APP / AppLovin Corporation
DHR / Danaher Corporation
BAX / Baxter International Inc.
CBRE / CBRE Group, Inc.
POOL / Pool Corporation
PH / Parker-Hannifin Corporation
MYN / BlackRock MuniYield New York Quality Fund, Inc.
TJX / The TJX Companies, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
SRE / Sempra
RSG / Republic Services, Inc.
OMC / Omnicom Group Inc.
HPQ / HP Inc.
WSR / Whitestone REIT
ICF / iShares Trust - iShares Select U.S. REIT ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
BHRB / Burke & Herbert Financial Services Corp.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
PSLV / Sprott Physical Silver Trust
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
TYL / Tyler Technologies, Inc.
IDXX / IDEXX Laboratories, Inc.
IXN / iShares Trust - iShares Global Tech ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SYY / Sysco Corporation
COST / Costco Wholesale Corporation
KO / The Coca-Cola Company
TY / Tri-Continental Corporation
PG / The Procter & Gamble Company
SO / The Southern Company
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
COP / ConocoPhillips
FATE / Fate Therapeutics, Inc.
CR / Crane Company
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
MS / Morgan Stanley
FNF / Fidelity National Financial, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SCCO / Southern Copper Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
MET / MetLife, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
IAG / IAMGOLD Corporation
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
CPRT / Copart, Inc.
WIT / Wipro Limited - Depositary Receipt (Common Stock)
TECK / Teck Resources Limited
NJR / New Jersey Resources Corporation
BLK / BlackRock, Inc.
ALB / Albemarle Corporation
NAD / Nuveen Quality Municipal Income Fund
MSI / Motorola Solutions, Inc.
PWR / Quanta Services, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
EOG / EOG Resources, Inc.
CMBS / iShares Trust - iShares CMBS ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
LIXT / Lixte Biotechnology Holdings, Inc.
CMS / CMS Energy Corporation
NVCR / NovoCure Limited
WOOD / iShares Trust - iShares Global Timber & Forestry ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
CNC / Centene Corporation
IWX / iShares Trust - iShares Russell Top 200 Value ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
BAM / Brookfield Asset Management Ltd.
AMGN / Amgen Inc.
AIG / American International Group, Inc.
AME / AMETEK, Inc.
IWC / iShares Trust - iShares Micro-Cap ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ICE / Intercontinental Exchange, Inc.
MTB / M&T Bank Corporation
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
WDC / Western Digital Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
GLW / Corning Incorporated
ISRG / Intuitive Surgical, Inc.
MPC / Marathon Petroleum Corporation
VZ / Verizon Communications Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ORLY / O'Reilly Automotive, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ED / Consolidated Edison, Inc.
PLD / Prologis, Inc.
TXT / Textron Inc.
PGR / The Progressive Corporation
ULTA / Ulta Beauty, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
EL / The Estée Lauder Companies Inc.
CATY / Cathay General Bancorp
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
MANH / Manhattan Associates, Inc.
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
LYB / LyondellBasell Industries N.V.
TMFG / The RBB Fund, Inc. - Motley Fool Global Opportunities ETF
ALE / ALLETE, Inc.
VIIG.X / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
TMFM / The RBB Fund, Inc. - Motley Fool Mid-Cap Growth ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
LOW / Lowe's Companies, Inc.
XYL / Xylem Inc.
AXON / Axon Enterprise, Inc.
DE / Deere & Company
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
BIIB / Biogen Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
HDV / iShares Trust - iShares Core High Dividend ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
CI / The Cigna Group
FDX / FedEx Corporation
APH / Amphenol Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
ENSG / The Ensign Group, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
CMI / Cummins Inc.
HUM / Humana Inc.
MBB / iShares Trust - iShares MBS ETF
AAPL / Apple Inc.
BKNG / Booking Holdings Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
BEN / Franklin Resources, Inc.
NFLX / Netflix, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
ECL / Ecolab Inc.
KRNY / Kearny Financial Corp.
SYK / Stryker Corporation
TEAM / Atlassian Corporation
PPG / PPG Industries, Inc.
CVX / Chevron Corporation
IYY / iShares Trust - iShares Dow Jones U.S. ETF
DRI / Darden Restaurants, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
JNJ / Johnson & Johnson
TSLA / Tesla, Inc.
DOW / Dow Inc.
NEE / NextEra Energy, Inc.
CNP / CenterPoint Energy, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
AXP / American Express Company
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
NVDA / NVIDIA Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SNOW / Snowflake Inc.
WMB / The Williams Companies, Inc.
AZO / AutoZone, Inc.
T / AT&T Inc.
NET / Cloudflare, Inc.
MELI / MercadoLibre, Inc.
SYBT / Stock Yards Bancorp, Inc.
AMZA / ETFis Series Trust I - InfraCap MLP ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
NRG / NRG Energy, Inc.
GTLB / GitLab Inc.
KR / The Kroger Co.
HPE / Hewlett Packard Enterprise Company
ALG / Alamo Group Inc.
HES / Hess Corporation
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
NTRS / Northern Trust Corporation
GE / General Electric Company
DOV / Dover Corporation
SLB / Schlumberger Limited
JCI / Johnson Controls International plc
ORCL / Oracle Corporation
MCHP / Microchip Technology Incorporated
BAC / Bank of America Corporation
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
EFX / Equifax Inc.
AMZN / Amazon.com, Inc.
LUV / Southwest Airlines Co.
AWK / American Water Works Company, Inc.
HSY / The Hershey Company
C / Citigroup Inc. - Corporate Bond/Note
SPG / Simon Property Group, Inc.
ADBE / Adobe Inc.
FN / Fabrinet
TDG / TransDigm Group Incorporated
MRVL / Marvell Technology, Inc.
UBER / Uber Technologies, Inc.
INTC / Intel Corporation
NEM / Newmont Corporation
MU / Micron Technology, Inc.
CRM / Salesforce, Inc.
TILT / FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
ITI / Iteris, Inc.
ADX / Adams Diversified Equity Fund, Inc.
FIS / Fidelity National Information Services, Inc.
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
NDSN / Nordson Corporation
NOW / ServiceNow, Inc.
ADP / Automatic Data Processing, Inc.
ZTS / Zoetis Inc.
CARR / Carrier Global Corporation
CCEP / Coca-Cola Europacific Partners PLC
TGT / Target Corporation
BN / Brookfield Corporation
CCI / Crown Castle Inc.
ICLR / ICON Public Limited Company
TTD / The Trade Desk, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
MO / Altria Group, Inc.
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
MCO / Moody's Corporation
ADI / Analog Devices, Inc.
CLX / The Clorox Company
BRK.B / Berkshire Hathaway Inc.
DFS / Discover Financial Services
FBIN / Fortune Brands Innovations, Inc.
BR / Broadridge Financial Solutions, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IWB / iShares Trust - iShares Russell 1000 ETF
HWM / Howmet Aerospace Inc.
CNI / Canadian National Railway Company
NOC / Northrop Grumman Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CHTR / Charter Communications, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
AJG / Arthur J. Gallagher & Co.
AVGO / Broadcom Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
KD / Kyndryl Holdings, Inc.
WWD / Woodward, Inc.
AON / Aon plc
DTE / DTE Energy Company
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
ADSK / Autodesk, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
HEEM / iShares, Inc. - iShares Currency Hedged MSCI Emerging Markets ETF
TXN / Texas Instruments Incorporated
CB / Chubb Limited
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
COF / Capital One Financial Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
NKE / NIKE, Inc.
GOOGL / Alphabet Inc.
FANG / Diamondback Energy, Inc.
ADM / Archer-Daniels-Midland Company
CHDN / Churchill Downs Incorporated
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
CDW / CDW Corporation
ROK / Rockwell Automation, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
CME / CME Group Inc.
ATO / Atmos Energy Corporation
KLAC / KLA Corporation
WAT / Waters Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
OGE / OGE Energy Corp.
IWM / iShares Trust - iShares Russell 2000 ETF