Market Value1,578,610,727
Total Holdings494
File Date2023-04-13
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)
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
MOS / The Mosaic Company
PBF / PBF Energy Inc.
CPRI / Capri Holdings Limited
O / Realty Income Corporation
FIS / Fidelity National Information Services, Inc.
PKG / Packaging Corporation of America
MRK / Merck & Co., Inc.
GAB / The Gabelli Equity Trust Inc.
TROW / T. Rowe Price Group, Inc.
FSLR / First Solar, Inc.
SPY / SPDR S&P 500 ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
YETI / YETI Holdings, Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
LMT / Lockheed Martin Corporation
CMS / CMS Energy Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
WRB / W. R. Berkley Corporation
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
DLR / Digital Realty Trust, Inc.
BKNG / Booking Holdings Inc.
VLO / Valero Energy Corporation
GLW / Corning Incorporated
PDI / PIMCO Dynamic Income Fund
PFE / Pfizer Inc.
URI / United Rentals, Inc.
MPC / Marathon Petroleum Corporation
GIS / General Mills, Inc.
SYF / Synchrony Financial
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
VHT / Vanguard World Fund - Vanguard Health Care ETF
NFLX / Netflix, Inc.
ABBV / AbbVie Inc.
MAS / Masco Corporation
GILD / Gilead Sciences, Inc.
IQ / iQIYI, Inc. - Depositary Receipt (Common Stock)
AMZN / Amazon.com, Inc.
TECK / Teck Resources Limited
ZTS / Zoetis Inc.
DAL / Delta Air Lines, Inc.
CVX / Chevron Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
LLY / Eli Lilly and Company
MCD / McDonald's Corporation
DG / Dollar General Corporation
CAL / Caleres, Inc.
CAT / Caterpillar Inc.
CRWD / CrowdStrike Holdings, Inc.
DVN / Devon Energy Corporation
PH / Parker-Hannifin Corporation
SYK / Stryker Corporation
ABNB / Airbnb, Inc.
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
VMO / Invesco Municipal Opportunity Trust
ZBRA / Zebra Technologies Corporation
T / AT&T Inc.
MDLZ / Mondelez International, Inc.
ADBE / Adobe Inc.
TSLA / Tesla, Inc.
GLD / SPDR Gold Trust
GT / The Goodyear Tire & Rubber Company
YUMC / Yum China Holdings, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
TTD / The Trade Desk, Inc.
MS / Morgan Stanley
SBUX / Starbucks Corporation
MA / Mastercard Incorporated
ADM / Archer-Daniels-Midland Company
MRNA / Moderna, Inc.
CTRA / Coterra Energy Inc.
GS / The Goldman Sachs Group, Inc.
LYB / LyondellBasell Industries N.V.
NSC / Norfolk Southern Corporation
AMT / American Tower Corporation
MELI / MercadoLibre, Inc.
COF / Capital One Financial Corporation
GNW / Genworth Financial, Inc.
X / United States Steel Corporation
FUN / Six Flags Entertainment Corporation
SYY / Sysco Corporation
NOC / Northrop Grumman Corporation
AON / Aon plc
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MDT / Medtronic plc
SESN / Sesen Bio Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
GOOG / Alphabet Inc.
OI / O-I Glass, Inc.
BTU / Peabody Energy Corporation
RTX / RTX Corporation
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
UHT / Universal Health Realty Income Trust
MDRX / Veradigm Inc.
VSBIX / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares
VFC / V.F. Corporation
VLCN / Volcon, Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
OVV / Ovintiv Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
PANW / Palo Alto Networks, Inc.
OIH / VanEck ETF Trust - VanEck Oil Services ETF
AQUA / Evoqua Water Technologies Corp
BWA / BorgWarner Inc.
AMD / Advanced Micro Devices, Inc.
CME / CME Group Inc.
DE / Deere & Company
CMA / Comerica Incorporated
NVDA / NVIDIA Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
C.WSA / Citigroup, Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
TDY / Teledyne Technologies Incorporated
PLTR / Palantir Technologies Inc.
OKE / ONEOK, Inc.
MUR / Murphy Oil Corporation
LZB / La-Z-Boy Incorporated
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
CROX / Crocs, Inc.
/ Allbirds Inc
VRTX / Vertex Pharmaceuticals Incorporated
VGT / Vanguard World Fund - Vanguard Information Technology ETF
TXN / Texas Instruments Incorporated
HON / Honeywell International Inc.
DD / DuPont de Nemours, Inc.
SBFG / SB Financial Group, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
CTAS / Cintas Corporation
WM / Waste Management, Inc.
UNH / UnitedHealth Group Incorporated
SOFI / SoFi Technologies, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DIA / SPDR Dow Jones Industrial Average ETF Trust
CVS / CVS Health Corporation
SAND / Sandstorm Gold Ltd.
SE / Sea Limited - Depositary Receipt (Common Stock)
RH / RH
V / Visa Inc.
LULU / lululemon athletica inc.
SO / The Southern Company
DUK / Duke Energy Corporation
DKNG / DraftKings Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
GD / General Dynamics Corporation
FSCO / FS Credit Opportunities Corp.
PCT / PureCycle Technologies, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
ACN / Accenture plc
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
FTNT / Fortinet, Inc.
COST / Costco Wholesale Corporation
TMO / Thermo Fisher Scientific Inc.
IBM / International Business Machines Corporation
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
QQQ / Invesco QQQ Trust, Series 1
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
RPM / RPM International Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
CARR / Carrier Global Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
TRP / TC Energy Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
MKC / McCormick & Company, Incorporated
SLB / Schlumberger Limited
FMAO / Farmers & Merchants Bancorp, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ELS / Equity LifeStyle Properties, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GM / General Motors Company
NZF / Nuveen Municipal Credit Income Fund
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
STXV / EA Series Trust - Strive 1000 Value ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
YUM / Yum! Brands, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
FRME / First Merchants Corporation
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
CINF / Cincinnati Financial Corporation
VTRS / Viatris Inc.
AWK / American Water Works Company, Inc.
PGR / The Progressive Corporation
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
JNJ / Johnson & Johnson
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
KMB / Kimberly-Clark Corporation
ANDE / The Andersons, Inc.
BFB / Brown-Forman Corp. - Class B
WELL / Welltower Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MSI / Motorola Solutions, Inc.
MPLX / MPLX LP - Limited Partnership
UNM / Unum Group
UPS / United Parcel Service, Inc.
USB / U.S. Bancorp
JQC / Nuveen Credit Strategies Income Fund
FDX / FedEx Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
NEE / NextEra Energy, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
DEO / Diageo plc - Depositary Receipt (Common Stock)
KKR / KKR & Co. Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
MET / MetLife, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ITW / Illinois Tool Works Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IRT / Independence Realty Trust, Inc.
FITB / Fifth Third Bancorp
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
ICE / Intercontinental Exchange, Inc.
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
ADP / Automatic Data Processing, Inc.
DRI / Darden Restaurants, Inc.
ARCC / Ares Capital Corporation
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
OXY / Occidental Petroleum Corporation
XRT / SPDR Series Trust - SPDR S&P Retail ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
TAP / Molson Coors Beverage Company
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
TGT / Target Corporation
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
BRK.B / Berkshire Hathaway Inc.
UBER / Uber Technologies, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CMI / Cummins Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
EPRT / Essential Properties Realty Trust, Inc.
MLPA / Global X Funds - Global X MLP ETF
DHR / Danaher Corporation
KEY / KeyCorp
HSY / The Hershey Company
MMM / 3M Company
CLF / Cleveland-Cliffs Inc.
COP / ConocoPhillips
BXMX / Nuveen S&P 500 Buy-Write Income Fund
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
TT / Trane Technologies plc
FCX / Freeport-McMoRan Inc.
PG / The Procter & Gamble Company
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
WEC / WEC Energy Group, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CC / The Chemours Company
HD / The Home Depot, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
GE / General Electric Company
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CHWY / Chewy, Inc.
HBAN / Huntington Bancshares Incorporated
AAPL / Apple Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
AMGN / Amgen Inc.
AYRO / StableX Technologies, Inc.
F / Ford Motor Company
PCAR / PACCAR Inc
PAYX / Paychex, Inc.
LIN / Linde plc
MAR / Marriott International, Inc.
ROST / Ross Stores, Inc.
RSG / Republic Services, Inc.
CMCSA / Comcast Corporation
OTIS / Otis Worldwide Corporation
PEP / PepsiCo, Inc.
ISRG / Intuitive Surgical, Inc.
AMP / Ameriprise Financial, Inc.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
AVGO / Broadcom Inc.
PM / Philip Morris International Inc.
PPG / PPG Industries, Inc.
ED / Consolidated Edison, Inc.
AEP / American Electric Power Company, Inc.
DTE / DTE Energy Company
UNP / Union Pacific Corporation
INGR / Ingredion Incorporated
ADI / Analog Devices, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
EOG / EOG Resources, Inc.
NUV / Nuveen Municipal Value Fund, Inc.
CB / Chubb Limited
PNC / The PNC Financial Services Group, Inc.
BMY / Bristol-Myers Squibb Company
KMI / Kinder Morgan, Inc.
SJM / The J. M. Smucker Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
BSMV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IRM / Iron Mountain Incorporated
PML / PIMCO Municipal Income Fund II
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MCK / McKesson Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ORCL / Oracle Corporation
WHR / Whirlpool Corporation
XPEL / XPEL, Inc.
XOM / Exxon Mobil Corporation
PLD / Prologis, Inc.
RF / Regions Financial Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
TJX / The TJX Companies, Inc.
WTS / Watts Water Technologies, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
JPM / JPMorgan Chase & Co.
EMR / Emerson Electric Co.
WFC / Wells Fargo & Company
PRU / Prudential Financial, Inc.
INMD / InMode Ltd.
NDSN / Nordson Corporation
GOOGL / Alphabet Inc.
NVG / Nuveen AMT-Free Municipal Credit Income Fund
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
1DOV / Dover Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
HIG / The Hartford Insurance Group, Inc.
WY / Weyerhaeuser Company
LI / American Lithium Corp.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
C / Citigroup Inc. - Corporate Bond/Note
LTHM / Livent Corporation
MO / Altria Group, Inc.
US74348TAT97 / Prospect Capital Corporation Bond
CI / The Cigna Group
WOR / Worthington Enterprises, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
PPBT / Purple Biotech Ltd - Depositary Receipt (Common Stock)
IWF / iShares Trust - iShares Russell 1000 Growth ETF
UNG / United States Natural Gas Fund, LP - Limited Partnership
MUB / iShares Trust - iShares National Muni Bond ETF
BA / The Boeing Company
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
DOW / Dow Inc.
WBXWF / Wallbox N.V. - Equity Warrant
DGX / Quest Diagnostics Incorporated
SCHW / The Charles Schwab Corporation
SHOP / Shopify Inc.
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
KR / The Kroger Co.
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
NCV / Virtus Convertible & Income Fund
CFG / Citizens Financial Group, Inc.
WBD / Warner Bros. Discovery, Inc.
HIO / Western Asset High Income Opportunity Fund Inc.
ROK / Rockwell Automation, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
CSX / CSX Corporation
IEUR / iShares Trust - iShares Core MSCI Europe ETF
VZ / Verizon Communications Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
LOW / Lowe's Companies, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
PENN / PENN Entertainment, Inc.
AXP / American Express Company
QCOM / QUALCOMM Incorporated
AMAT / Applied Materials, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
META / Meta Platforms, Inc.
STX / Seagate Technology Holdings plc
WH / Wyndham Hotels & Resorts, Inc.
ZM / Zoom Communications Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
COOK / Traeger, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
CENX / Century Aluminum Company
NUO / Nuveen Ohio Quality Municipal Income Fund
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
TWLO / Twilio Inc.
ENPH / Enphase Energy, Inc.
CASH / Pathward Financial, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
WBA / Walgreens Boots Alliance, Inc.
RIG / Transocean Ltd.
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
SWKS / Skyworks Solutions, Inc.
SID / Companhia Siderúrgica Nacional - Depositary Receipt (Common Stock)
BORR / Borr Drilling Limited
FNB / F.N.B. Corporation
MPW / Medical Properties Trust, Inc.
CCI / Crown Castle Inc.
NUE / Nucor Corporation
CRL / Charles River Laboratories International, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
APA / APA Corporation
TXT / Textron Inc.
DKS / DICK'S Sporting Goods, Inc.
MCHP / Microchip Technology Incorporated
ALB / Albemarle Corporation
ETN / Eaton Corporation plc
GNRC / Generac Holdings Inc.
SU / Suncor Energy Inc.
CYH / Community Health Systems, Inc.
PXD / Pioneer Natural Resources Company
PYPL / PayPal Holdings, Inc.
MMC / Marsh & McLennan Companies, Inc.
CTVA / Corteva, Inc.
CRM / Salesforce, Inc.
HUM / Humana Inc.
ABT / Abbott Laboratories
SCCO / Southern Copper Corporation
WTI / W&T Offshore, Inc.
DIS / The Walt Disney Company
COR / Cencora, Inc.
AA / Alcoa Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
DVY / iShares Trust - iShares Select Dividend ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
BLW / BlackRock Limited Duration Income Trust
CXT / Crane NXT, Co.
MLM / Martin Marietta Materials, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
TRV / The Travelers Companies, Inc.
INTC / Intel Corporation
BAC / Bank of America Corporation
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
ELV / Elevance Health, Inc.
BX / Blackstone Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
PFG / Principal Financial Group, Inc.
IWX / iShares Trust - iShares Russell Top 200 Value ETF
STZ / Constellation Brands, Inc.
ET / Energy Transfer LP - Limited Partnership
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
STXD / EA Series Trust - Strive 1000 Dividend Growth ETF
FI / Fiserv, Inc.
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
JBGS / JBG SMITH Properties
PFC / Premier Financial Corp.
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
GAP / The Gap, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
ENB / Enbridge Inc.
CSCO / Cisco Systems, Inc.
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
ORLY / O'Reilly Automotive, Inc.
TFC / Truist Financial Corporation
NVRI / Enviri Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
APD / Air Products and Chemicals, Inc.
SAVE / Spirit Airlines, Inc.
IP / International Paper Company
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
NMZ / Nuveen Municipal High Income Opportunity Fund
NKE / NIKE, Inc.
TEL / TE Connectivity plc
TW / Tradeweb Markets Inc.
MRO / Marathon Oil Corporation
ATO / Atmos Energy Corporation
CWH / Camping World Holdings, Inc.
NXPI / NXP Semiconductors N.V.
KO / The Coca-Cola Company
XEL / Xcel Energy Inc.
NE / Noble Corporation plc
D / Dominion Energy, Inc.
KHC / The Kraft Heinz Company
TRGP / Targa Resources Corp.
WMT / Walmart Inc.
BSX / Boston Scientific Corporation
HPQ / HP Inc.
M / Macy's, Inc.
STLD / Steel Dynamics, Inc.
PSX / Phillips 66
NOW / ServiceNow, Inc.
FANG / Diamondback Energy, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF