Market Value578,416,032
Total Holdings381
File Date2025-08-11
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
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Current
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SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
MCHP / Microchip Technology Incorporated
EMR / Emerson Electric Co.
CEG / Constellation Energy Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
APO / Apollo Global Management, Inc.
BR / Broadridge Financial Solutions, Inc.
DLTR / Dollar Tree, Inc.
FANG / Diamondback Energy, Inc.
T / AT&T Inc.
TGT / Target Corporation
NRG / NRG Energy, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
LLY / Eli Lilly and Company
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BUYW / Northern Lights Fund Trust IV - Main BuyWrite ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
IBIT / iShares Bitcoin Trust ETF
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
DUK / Duke Energy Corporation
FTXP / Foothills Exploration, Inc.
MRK / Merck & Co., Inc.
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
SO / The Southern Company
DB / Deutsche Bank Aktiengesellschaft
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
TTEQ / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
BKNG / Booking Holdings Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
TMO / Thermo Fisher Scientific Inc.
UPS / United Parcel Service, Inc.
JGRW / Trust For Professional Managers - Jensen Quality Growth ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
GLD / SPDR Gold Trust
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
EMDV / ProShares Trust - ProShares MSCI Emerging Markets Dividend Growers ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
DDLS / WisdomTree Trust - WisdomTree Dynamic International SmallCap Equity Fund
KR / The Kroger Co.
ET / Energy Transfer LP - Limited Partnership
SEIV / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
JUCY / ETF Series Solutions - Aptus Enhanced Yield ETF
CAT / Caterpillar Inc.
WINN / Harbor ETF Trust - Harbor Long-Term Growers ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
BKAG / BNY Mellon ETF Trust - BNY Mellon Core Bond ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
DSL / DoubleLine Income Solutions Fund
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
FLTB / Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
DGRE / WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
HDMV / First Trust Exchange-Traded Fund III-First Trust Horizon Managed Volatility Developed Int ETF
LMT / Lockheed Martin Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
CION / CION Investment Corporation
SPY / SPDR S&P 500 ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BAI / Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF
FITB / Fifth Third Bancorp
HYZD / WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund
AMT / American Tower Corporation
ORCL / Oracle Corporation
IAU / iShares Gold Trust
MDT / Medtronic plc
MMC / Marsh & McLennan Companies, Inc.
AMGN / Amgen Inc.
STRV / EA Series Trust - Strive 500 ETF
SYK / Stryker Corporation
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
MSFT / Microsoft Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
WMT / Walmart Inc.
PHYL / PGIM ETF Trust - PGIM Active High Yield Bond ETF
DRSK / ETF Series Solutions - Aptus Defined Risk ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MO / Altria Group, Inc.
GBDC / Golub Capital BDC, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
KGS / Kodiak Gas Services, Inc.
VICI / VICI Properties Inc.
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
UNH / UnitedHealth Group Incorporated
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VERSX / Vanguard Emerging Markets Stock Index Fund
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
ISRG / Intuitive Surgical, Inc.
AVGO / Broadcom Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DIS / The Walt Disney Company
TSLA / Tesla, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
LYV / Live Nation Entertainment, Inc.
QRVO / Qorvo, Inc.
MPWR / Monolithic Power Systems, Inc.
AFL / Aflac Incorporated
INTU / Intuit Inc.
EL / The Estée Lauder Companies Inc.
SMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
NBOS / Neuberger Berman ETF Trust - Neuberger Berman Option Strategy ETF
BARK / BARK, Inc.
GILD / Gilead Sciences, Inc.
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
HCMT / Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
XTL / SPDR Series Trust - SPDR S&P Telecom ETF
WYNN / Wynn Resorts, Limited
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
AWK / American Water Works Company, Inc.
ORLY / O'Reilly Automotive, Inc.
PFE / Pfizer Inc.
PTBD / Pacer Funds Trust - Pacer Trendpilot US Bond ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
AMOM / Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
OCSL / Oaktree Specialty Lending Corporation
CINF / Cincinnati Financial Corporation
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
DPG / Duff & Phelps Utility and Infrastructure Fund Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
FYLD / Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF
EBGEF / Enbridge Inc. - Preferred Stock
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
HTRB / Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF
VGIV.X / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
PYPL / PayPal Holdings, Inc.
KMI / Kinder Morgan, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
KHPI / Managed Portfolio Series - Kensington Hedged Premium Income ETF
ARDC / Ares Dynamic Credit Allocation Fund, Inc.
WBA / Walgreens Boots Alliance, Inc.
FSK / FS KKR Capital Corp.
CGXU / Capital Group International Focus Equity ETF
IXN / iShares Trust - iShares Global Tech ETF
DOCU / DocuSign, Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
BXSL / Blackstone Secured Lending Fund
CGDV / Capital Group Dividend Value ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
CGGR / Capital Group Growth ETF
ROP / Roper Technologies, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
GSBD / Goldman Sachs BDC, Inc.
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
TDVG / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
LOW / Lowe's Companies, Inc.
BMY / Bristol-Myers Squibb Company
ARCC / Ares Capital Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
NTSX / WisdomTree Trust - WisdomTree U.S. Efficient Core Fund
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DBL / DoubleLine Opportunistic Credit Fund
QGRW / WisdomTree Trust - WisdomTree U.S. Quality Growth Fund
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
BCSF / Bain Capital Specialty Finance, Inc.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
OSCV / ETF Series Solutions - Opus Small Cap Value ETF
SEIM / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
AMAT / Applied Materials, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
REGN / Regeneron Pharmaceuticals, Inc.
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
OBDC / Blue Owl Capital Corporation
TCPC / BlackRock TCP Capital Corp.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
VRTX / Vertex Pharmaceuticals Incorporated
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MUB / iShares Trust - iShares National Muni Bond ETF
SEIE / SEI Exchange Traded Funds - SEI Select International Equity ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CBSH / Commerce Bancshares, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
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
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
CGBD / Carlyle Secured Lending, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
CGBL / Capital Group Core Balanced ETF
SEIQ / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
MSMR / ETF Series Solutions - McElhenny Sheffield Managed Risk ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
QJUN / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - June
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
ADME / ETF Series Solutions - Aptus Drawdown Managed Equity ETF
MFIC / MidCap Financial Investment Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
SUN / Sunoco LP - Limited Partnership
WPM / Wheaton Precious Metals Corp.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
MAIN / Main Street Capital Corporation
BALI / BlackRock ETF Trust - iShares Advantage Large Cap Income ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
STWD / Starwood Property Trust, Inc.
CVNA / Carvana Co.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MVT / BlackRock MuniVest Fund II, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
BLK / BlackRock, Inc.
EYLD / Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF
CHE / Chemed Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
TROW / T. Rowe Price Group, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
TBUX / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF
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
PDI / PIMCO Dynamic Income Fund
IEP / Icahn Enterprises L.P.
RSJN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Equal Weight Buffer ETF - June
VZ / Verizon Communications Inc.
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
V / Visa Inc.
FCTR / First Trust Exchange-Traded Fund - First Trust Lunt U.S. Factor Rotation ETF
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
MMM / 3M Company
GAIN / Gladstone Investment Corporation
NEE / NextEra Energy, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
ACIO / ETF Series Solutions - Aptus Collared Investment Opportunity ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
TOTR / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
IVV / iShares Trust - iShares Core S&P 500 ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
SDGR / Schrödinger, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
MCD / McDonald's Corporation
HUSV / First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF
CGUS / Capital Group Core Equity ETF
DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund
SBUX / Starbucks Corporation
MA / Mastercard Incorporated
XOM / Exxon Mobil Corporation
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
KO / The Coca-Cola Company
SAND / Sandstorm Gold Ltd.
AMZN / Amazon.com, Inc.
NOC / Northrop Grumman Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CMG / Chipotle Mexican Grill, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
OTIS / Otis Worldwide Corporation
RTX / RTX Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
HD / The Home Depot, Inc.
PEP / PepsiCo, Inc.
PLTR / Palantir Technologies Inc.
COST / Costco Wholesale Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
CLIP / Global X Funds - Global X 1-3 Month T-Bill ETF
TOUS / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF
NLY / Annaly Capital Management, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
FDX / FedEx Corporation
AMD / Advanced Micro Devices, Inc.
QQQ / Invesco QQQ Trust, Series 1
GEV / GE Vernova Inc.
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
GE / General Electric Company
CPRT / Copart, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
CSCO / Cisco Systems, Inc.
CVX / Chevron Corporation
GM / General Motors Company
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
BK / The Bank of New York Mellon Corporation
COP / ConocoPhillips
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
GOOG / Alphabet Inc.
IAUM / iShares Gold Trust Micro
FMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May
PM / Philip Morris International Inc.
VBMF.X / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
TRV / The Travelers Companies, Inc.
BRK.A / Berkshire Hathaway Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
META / Meta Platforms, Inc.
DG / Dollar General Corporation
AAPL / Apple Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
BAC / Bank of America Corporation
JNJ / Johnson & Johnson
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
JPM / JPMorgan Chase & Co.
ETSY / Etsy, Inc.
THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
IWM / iShares Trust - iShares Russell 2000 ETF
ABBV / AbbVie Inc.
BX / Blackstone Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
MSTY / Tidal Trust II - YieldMaxTM MSTR Option Income Strategy ETF
NVDA / NVIDIA Corporation
CTAS / Cintas Corporation
MBB / iShares Trust - iShares MBS ETF
VAAPX / Vanguard Asset Allocation Fund
TXN / Texas Instruments Incorporated
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
WM / Waste Management, Inc.
NEM / Newmont Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
HON / Honeywell International Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
ABT / Abbott Laboratories
SPG / Simon Property Group, Inc.
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
TT / Trane Technologies plc
MU / Micron Technology, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
BA / The Boeing Company
PGR / The Progressive Corporation
CPNG / Coupang, Inc.
HWM / Howmet Aerospace Inc.
PWR / Quanta Services, Inc.
D / Dominion Energy, Inc.
IBM / International Business Machines Corporation
ADBE / Adobe Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
TEL / TE Connectivity plc
ZTS / Zoetis Inc.
MPC / Marathon Petroleum Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
GOOGL / Alphabet Inc.
CRM / Salesforce, Inc.
UBER / Uber Technologies, Inc.
NFLX / Netflix, Inc.
CRWD / CrowdStrike Holdings, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF