Market Value505,568,534
Total Holdings363
File Date2025-02-24
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)
WAT / Waters Corporation
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
DE / Deere & Company
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SPY / SPDR S&P 500 ETF
AMT / American Tower Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
ORCL / Oracle Corporation
BAC / Bank of America Corporation
DHR / Danaher Corporation
MDT / Medtronic plc
JPM / JPMorgan Chase & Co.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
EL / The Estée Lauder Companies Inc.
WMT / Walmart Inc.
FUBO / fuboTV Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
MSFT / Microsoft Corporation
MO / Altria Group, Inc.
ISRG / Intuitive Surgical, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ORLY / O'Reilly Automotive, Inc.
ILMN / Illumina, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
HD / The Home Depot, Inc.
AMZN / Amazon.com, Inc.
MU / Micron Technology, Inc.
FDX / FedEx Corporation
CPRT / Copart, Inc.
CINF / Cincinnati Financial Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
NLY / Annaly Capital Management, Inc.
ANET / Arista Networks Inc
DG / Dollar General Corporation
ABBV / AbbVie Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
META / Meta Platforms, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
HTRB / Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF
TDVG / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
DDLS / WisdomTree Trust - WisdomTree Dynamic International SmallCap Equity Fund
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
VGT / Vanguard World Fund - Vanguard Information Technology ETF
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
MMM / 3M Company
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
HUSV / First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
LMT / Lockheed Martin Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
LOW / Lowe's Companies, Inc.
PG / The Procter & Gamble Company
NEE / NextEra Energy, Inc.
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
SNPS / Synopsys, Inc.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
CBSH / Commerce Bancshares, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
TEL / TE Connectivity plc
ZTS / Zoetis Inc.
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
KR / The Kroger Co.
STWD / Starwood Property Trust, Inc.
MSMR / ETF Series Solutions - McElhenny Sheffield Managed Risk ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BCSF / Bain Capital Specialty Finance, Inc.
TCPC / BlackRock TCP Capital Corp.
GS / The Goldman Sachs Group, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
ADME / ETF Series Solutions - Aptus Drawdown Managed Equity ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
FYLD / Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
DOCU / DocuSign, Inc.
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
IXN / iShares Trust - iShares Global Tech ETF
TMO / Thermo Fisher Scientific Inc.
OBDC / Blue Owl Capital Corporation
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
MA / Mastercard Incorporated
DPG / Duff & Phelps Utility and Infrastructure Fund Inc.
ARCC / Ares Capital Corporation
V / Visa Inc.
PYPL / PayPal Holdings, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
BALI / BlackRock ETF Trust - iShares Advantage Large Cap Income ETF
ET / Energy Transfer LP - Limited Partnership
CAT / Caterpillar Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
BKAG / BNY Mellon ETF Trust - BNY Mellon Core Bond ETF
GAIN / Gladstone Investment Corporation
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
TOTR / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
FCTR / First Trust Exchange-Traded Fund - First Trust Lunt U.S. Factor Rotation ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VZ / Verizon Communications Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
KLAC / KLA Corporation
DSL / DoubleLine Income Solutions Fund
SBUX / Starbucks Corporation
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund
TROW / T. Rowe Price Group, Inc.
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
XOM / Exxon Mobil Corporation
DGRE / WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
EMR / Emerson Electric Co.
BR / Broadridge Financial Solutions, Inc.
FANG / Diamondback Energy, Inc.
NRG / NRG Energy, Inc.
AVGO / Broadcom Inc.
TGT / Target Corporation
KGS / Kodiak Gas Services, Inc.
SHOP / Shopify Inc.
SO / The Southern Company
VKTX / Viking Therapeutics, Inc.
MPWR / Monolithic Power Systems, Inc.
EMDV / ProShares Trust - ProShares MSCI Emerging Markets Dividend Growers ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
FSK / FS KKR Capital Corp.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
GSBD / Goldman Sachs BDC, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
GBDC / Golub Capital BDC, Inc.
BLK / BlackRock, Inc.
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
STRV / EA Series Trust - Strive 500 ETF
WPM / Wheaton Precious Metals Corp.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
MCD / McDonald's Corporation
CION / CION Investment Corporation
UPS / United Parcel Service, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
CRM / Salesforce, Inc.
FITB / Fifth Third Bancorp
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
UNH / UnitedHealth Group Incorporated
AMGN / Amgen Inc.
CVS / CVS Health Corporation
PLTR / Palantir Technologies Inc.
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
VICI / VICI Properties Inc.
DIS / The Walt Disney Company
KO / The Coca-Cola Company
MARA / MARA Holdings, Inc.
PFE / Pfizer Inc.
AAPL / Apple Inc.
RTX / RTX Corporation
NOC / Northrop Grumman Corporation
CMG / Chipotle Mexican Grill, Inc.
PEP / PepsiCo, Inc.
TSLA / Tesla, Inc.
COIN / Coinbase Global, Inc.
COST / Costco Wholesale Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
FTNT / Fortinet, Inc.
QCOM / QUALCOMM Incorporated
GME / GameStop Corp.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
AMD / Advanced Micro Devices, Inc.
WBA / Walgreens Boots Alliance, Inc.
QQQ / Invesco QQQ Trust, Series 1
SEIM / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
CGDV / Capital Group Dividend Value ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
CGGR / Capital Group Growth ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DBL / DoubleLine Opportunistic Credit Fund
CGBD / Carlyle Secured Lending, Inc.
PTBD / Pacer Funds Trust - Pacer Trendpilot US Bond ETF
ENB / Enbridge Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SUN / Sunoco LP - Limited Partnership
VUG / Vanguard Index Funds - Vanguard Growth ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
AFL / Aflac Incorporated
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BRK.B / Berkshire Hathaway Inc.
AMAT / Applied Materials, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ARDC / Ares Dynamic Credit Allocation Fund, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
OSCV / ETF Series Solutions - Opus Small Cap Value ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
MFIC / MidCap Financial Investment Corporation
BARK / BARK, Inc.
HCMT / Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
WINN / Harbor ETF Trust - Harbor Long-Term Growers ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EYLD / Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SEIV / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
OCSL / Oaktree Specialty Lending Corporation
TBUX / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
NTSX / WisdomTree Trust - WisdomTree U.S. Efficient Core Fund
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
MAIN / Main Street Capital Corporation
JUCY / ETF Series Solutions - Aptus Enhanced Yield ETF
SMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May
MVT / BlackRock MuniVest Fund II, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
RSJN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Equal Weight Buffer ETF - June
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
PDI / PIMCO Dynamic Income Fund
FLTB / Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
BXSL / Blackstone Secured Lending Fund
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
CGXU / Capital Group International Focus Equity ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
CGUS / Capital Group Core Equity ETF
SDGR / Schrödinger, Inc.
DRSK / ETF Series Solutions - Aptus Defined Risk ETF
HDMV / First Trust Exchange-Traded Fund III-First Trust Horizon Managed Volatility Developed Int ETF
IEP / Icahn Enterprises L.P.
INTU / Intuit Inc.
CRWD / CrowdStrike Holdings, Inc.
GE / General Electric Company
CSCO / Cisco Systems, Inc.
LLY / Eli Lilly and Company
CVX / Chevron Corporation
BK / The Bank of New York Mellon Corporation
PM / Philip Morris International Inc.
DAL / Delta Air Lines, Inc.
NET / Cloudflare, Inc.
AAP / Advance Auto Parts, Inc.
MBB / iShares Trust - iShares MBS ETF
JNJ / Johnson & Johnson
COP / ConocoPhillips
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
BA / The Boeing Company
BX / Blackstone Inc.
SEIE / SEI Exchange Traded Funds - SEI Select International Equity ETF
CTAS / Cintas Corporation
PLUG / Plug Power Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
WM / Waste Management, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
HON / Honeywell International Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
ABT / Abbott Laboratories
UBER / Uber Technologies, Inc.
KHPI / Managed Portfolio Series - Kensington Hedged Premium Income ETF
BLNK / Blink Charging Co.
ADBE / Adobe Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CPNG / Coupang, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
TWLO / Twilio Inc.
PWR / Quanta Services, Inc.
D / Dominion Energy, Inc.
BMY / Bristol-Myers Squibb Company
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
KMI / Kinder Morgan, Inc.
UAL / United Airlines Holdings, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
KMB / Kimberly-Clark Corporation
ACIO / ETF Series Solutions - Aptus Collared Investment Opportunity ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ROKU / Roku, Inc.
XYZ / Block, Inc.
SPG / Simon Property Group, Inc.
IBM / International Business Machines Corporation
TMUS / T-Mobile US, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
VRTX / Vertex Pharmaceuticals Incorporated
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
MNDY / monday.com Ltd.
GD / General Dynamics Corporation
KHC / The Kraft Heinz Company
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund
NBOS / Neuberger Berman ETF Trust - Neuberger Berman Option Strategy ETF
PINS / Pinterest, Inc.
ROP / Roper Technologies, Inc.
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
ICVT / iShares Trust - iShares Convertible Bond ETF
REFI / Chicago Atlantic Real Estate Finance, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
JPMB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF
QJUN / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - June
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
IWL / iShares Trust - iShares Russell Top 200 ETF
DVY / iShares Trust - iShares Select Dividend ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
CMCS.A / Comcast Corporation
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
SPGI / S&P Global Inc.
FDHY / Fidelity Covington Trust - Fidelity Enhanced High Yield ETF
AES / The AES Corporation
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
TFC / Truist Financial Corporation
CLSK / CleanSpark, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
PGR / The Progressive Corporation
HWM / Howmet Aerospace Inc.
T / AT&T Inc.
DUK / Duke Energy Corporation
GOOG / Alphabet Inc.
MRK / Merck & Co., Inc.
BKNG / Booking Holdings Inc.
NFLX / Netflix, Inc.
LCG / Northern Lights Fund Trust IV - Sterling Capital Focus Equity ETF
INTC / Intel Corporation
GOOGL / Alphabet Inc.
NEM / Newmont Corporation
RC / Ready Capital Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
HOOD / Robinhood Markets, Inc.
APO / Apollo Global Management, Inc.
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
SOUN / SoundHound AI, Inc.
ETSY / Etsy, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
DIA / SPDR Dow Jones Industrial Average ETF Trust
USRT / iShares Trust - iShares Core U.S. REIT ETF
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
BBY / Best Buy Co., Inc.
IDUB / ETF Series Solutions - Aptus International Enhanced Yield ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
HDV / iShares Trust - iShares Core High Dividend ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
LTPZ / PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
HYZD / WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CHE / Chemed Corporation
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CGGO / Capital Group Global Growth Equity ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
FEPI / ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF
CGBL / Capital Group Core Balanced ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
TRV / The Travelers Companies, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
AMOM / Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
NVDA / NVIDIA Corporation