Market Value2,109,255,493
Total Holdings553
File Date2024-05-13
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)
GSK / GSK plc - Depositary Receipt (Common Stock)
YETI / YETI Holdings, Inc.
GES / Guess?, Inc.
UNP / Union Pacific Corporation
BRK.A / Berkshire Hathaway Inc.
CWH / Camping World Holdings, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CGBL / Capital Group Core Balanced ETF
IBM / International Business Machines Corporation
NUV / Nuveen Municipal Value Fund, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
OKE / ONEOK, Inc.
SCHW / The Charles Schwab Corporation
MPLX / MPLX LP - Limited Partnership
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
WHR / Whirlpool Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
CASH / Pathward Financial, Inc.
CGUS / Capital Group Core Equity ETF
TDY / Teledyne Technologies Incorporated
RH / RH
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
NVRI / Enviri Corporation
CRWD / CrowdStrike Holdings, Inc.
SPG / Simon Property Group, Inc.
AAPL / Apple Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
SE / Sea Limited - Depositary Receipt (Common Stock) Call
CEG / Constellation Energy Corporation
TRV / The Travelers Companies, Inc.
IVZ / Invesco Ltd.
TXT / Textron Inc.
WTI / W&T Offshore, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
FXI / iShares Trust - iShares China Large-Cap ETF
DLR / Digital Realty Trust, Inc.
NYCB / Flagstar Financial, Inc.
TRMD / TORM plc
GNW / Genworth Financial, Inc.
REAL / The RealReal, Inc.
RIVN / Rivian Automotive, Inc. Call
MP / MP Materials Corp. Call
CC / The Chemours Company
MP / MP Materials Corp.
ESPR / Esperion Therapeutics, Inc.
FANG / Diamondback Energy, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
EWW / iShares, Inc. - iShares MSCI Mexico ETF
COR / Cencora, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
SOFI / SoFi Technologies, Inc.
SOFI / SoFi Technologies, Inc. Call
WH / Wyndham Hotels & Resorts, Inc.
TOST / Toast, Inc. Call
UAL / United Airlines Holdings, Inc.
APA / APA Corporation
DOW / Dow Inc.
FUN / Six Flags Entertainment Corporation
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF Call
ZBH / Zimmer Biomet Holdings, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
WS / Worthington Steel, Inc.
NCV / Virtus Convertible & Income Fund
HAL / Halliburton Company
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
DOUG / Douglas Elliman Inc.
ENVX / Enovix Corporation Call
SAVE / Spirit Airlines, Inc.
KLIP / KraneShares Trust - KraneShares KWEB Covered Call Strategy ETF
MRO / Marathon Oil Corporation
KMI / Kinder Morgan, Inc.
CLX / The Clorox Company
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
VLTO / Veralto Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MO / Altria Group, Inc.
MUR / Murphy Oil Corporation
ENB / Enbridge Inc.
PCN / PIMCO Corporate & Income Strategy Fund
FNY / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fund
TROW / T. Rowe Price Group, Inc.
1DOV / Dover Corporation
AMD / Advanced Micro Devices, Inc.
SID / Companhia Siderúrgica Nacional - Depositary Receipt (Common Stock)
WTI / W&T Offshore, Inc. Call
FNB / F.N.B. Corporation
CYH / Community Health Systems, Inc.
ALB / Albemarle Corporation
FXI / iShares Trust - iShares China Large-Cap ETF Call
RIVN / Rivian Automotive, Inc.
GE / General Electric Company
PFE_KZ / Pfizer Inc.
PFE_KZ / Pfizer Inc. Call
X / United States Steel Corporation
CSX / CSX Corporation
SAND / Sandstorm Gold Ltd.
STLD / Steel Dynamics, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MCD / McDonald's Corporation
SPY / SPDR S&P 500 ETF
PDO / Pimco Dynamic Income Opportunities Fund
PSX / Phillips 66
DKNG / DraftKings Inc.
PBF / PBF Energy Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
NZF / Nuveen Municipal Credit Income Fund
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
PGR / The Progressive Corporation
CR / Crane Company
ORLY / O'Reilly Automotive, Inc.
SPGI / S&P Global Inc.
SBUX / Starbucks Corporation
GLW / Corning Incorporated
MSFT / Microsoft Corporation
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
T / AT&T Inc.
MMC / Marsh & McLennan Companies, Inc.
PDI / PIMCO Dynamic Income Fund
SYF / Synchrony Financial
URI / United Rentals, Inc.
RF / Regions Financial Corporation
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
ABBV / AbbVie Inc.
CELH / Celsius Holdings, Inc.
LIN / Linde plc
ACN / Accenture plc
ET / Energy Transfer LP - Limited Partnership Call
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
TLRY / Tilray Brands, Inc.
TLRY / Tilray Brands, Inc. Call
DGX / Quest Diagnostics Incorporated
PLD / Prologis, Inc.
DG / Dollar General Corporation
PKG / Packaging Corporation of America
CYBN / Cybin Inc.
RSG / Republic Services, Inc.
DE / Deere & Company
DAN / Dana Incorporated
SMCI / Super Micro Computer, Inc.
FSK / FS KKR Capital Corp.
SLB / Schlumberger Limited
PR / Permian Resources Corporation
PFG / Principal Financial Group, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
AEP / American Electric Power Company, Inc.
D / Dominion Energy, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
UPS / United Parcel Service, Inc. Call
PFC / Premier Financial Corp.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
JLS / Nuveen Mortgage and Income Fund
WBXWF / Wallbox N.V. - Equity Warrant
WBD / Warner Bros. Discovery, Inc.
O / Realty Income Corporation
S / SentinelOne, Inc. Call
ADM / Archer-Daniels-Midland Company
ABNB / Airbnb, Inc.
CMCSA / Comcast Corporation
CAT1 / Caterpillar Inc.
GOOGL / Alphabet Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ITW / Illinois Tool Works Inc.
QCOM / QUALCOMM Incorporated
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BFB / Brown-Forman Corp. - Class B
TIP / iShares Trust - iShares TIPS Bond ETF
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
FTNT / Fortinet, Inc.
CAG / Conagra Brands, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BMY / Bristol-Myers Squibb Company
UTF / Cohen & Steers Infrastructure Fund, Inc
SHW / The Sherwin-Williams Company
WPC / W. P. Carey Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
LTC / LTC Properties, Inc.
PYPL / PayPal Holdings, Inc. Call
RPM / RPM International Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
PCT / PureCycle Technologies, Inc.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
FI / Fiserv, Inc.
BX / Blackstone Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
GWW / W.W. Grainger, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
FSCO / FS Credit Opportunities Corp.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
VRTX / Vertex Pharmaceuticals Incorporated
MBB / iShares Trust - iShares MBS ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
FRME / First Merchants Corporation
ELS / Equity LifeStyle Properties, Inc.
ADI / Analog Devices, Inc.
CB / Chubb Limited
VGT / Vanguard World Fund - Vanguard Information Technology ETF
HIO / Western Asset High Income Opportunity Fund Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
STZ / Constellation Brands, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DOC / Healthpeak Properties, Inc.
BXSL / Blackstone Secured Lending Fund
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
MSI / Motorola Solutions, Inc.
MKC / McCormick & Company, Incorporated
EPD / Enterprise Products Partners L.P. - Limited Partnership
TFC / Truist Financial Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
PCT / PureCycle Technologies, Inc. Call
VTRS / Viatris Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
KMB / Kimberly-Clark Corporation
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
BSMV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
FITB / Fifth Third Bancorp
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
PINS / Pinterest, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
JNJ / Johnson & Johnson
GNRC / Generac Holdings Inc.
DHR / Danaher Corporation
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
MET / MetLife, Inc.
YUM / Yum! Brands, Inc.
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
ICE / Intercontinental Exchange, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IRM / Iron Mountain Incorporated
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
ADP / Automatic Data Processing, Inc.
MCHP / Microchip Technology Incorporated
IRT / Independence Realty Trust, Inc.
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
WM / Waste Management, Inc.
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
BRK.B / Berkshire Hathaway Inc.
CVX / Chevron Corporation
ANDE / The Andersons, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TGT / Target Corporation
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF Call
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
EPRT / Essential Properties Realty Trust, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ETN / Eaton Corporation plc
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
KEY / KeyCorp
BDJ / BlackRock Enhanced Equity Dividend Trust
CLF / Cleveland-Cliffs Inc.
MLPA / Global X Funds - Global X MLP ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
TT / Trane Technologies plc
HSY / The Hershey Company
KEY / KeyCorp Call
IWB / iShares Trust - iShares Russell 1000 ETF
ATO / Atmos Energy Corporation
FCX / Freeport-McMoRan Inc.
BNS / The Bank of Nova Scotia
ARKK / ARK ETF Trust - ARK Innovation ETF
FHN / First Horizon Corporation
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
PG / The Procter & Gamble Company
KKR / KKR & Co. Inc.
XOM / Exxon Mobil Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
TXN / Texas Instruments Incorporated
CPB / The Campbell's Company
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
CNI / Canadian National Railway Company
DMO / Western Asset Mortgage Opportunity Fund Inc.
US74348TAT97 / Prospect Capital Corporation Bond
VTV / Vanguard Index Funds - Vanguard Value ETF
ZTS / Zoetis Inc.
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
INGR / Ingredion Incorporated
STXD / EA Series Trust - Strive 1000 Dividend Growth ETF
GBAB / Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
PML / PIMCO Municipal Income Fund II
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
LRCX / Lam Research Corporation
NMZ / Nuveen Municipal High Income Opportunity Fund
FOUR / Shift4 Payments, Inc.
CMI / Cummins Inc.
M / Macy's, Inc.
TEL / TE Connectivity plc
VLO / Valero Energy Corporation
S / SentinelOne, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
KR / The Kroger Co.
LZB / La-Z-Boy Incorporated
XRT / SPDR Series Trust - SPDR S&P Retail ETF
AMP / Ameriprise Financial, Inc.
LNG / Cheniere Energy, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
PYPL / PayPal Holdings, Inc.
PNC / The PNC Financial Services Group, Inc.
NOW / ServiceNow, Inc.
NE / Noble Corporation plc
AVGO / Broadcom Inc.
MS / Morgan Stanley
SBFG / SB Financial Group, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MDT / Medtronic plc
IYW / iShares Trust - iShares U.S. Technology ETF
MA / Mastercard Incorporated
FSLR / First Solar, Inc.
PENN / PENN Entertainment, Inc.
ABT / Abbott Laboratories
UPST / Upstart Holdings, Inc.
UPST / Upstart Holdings, Inc. Call
AMT / American Tower Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
TMDX / TransMedics Group, Inc.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
TOST / Toast, Inc.
GIL / Gildan Activewear Inc.
INDA / iShares Trust - iShares MSCI India ETF
LEG / Leggett & Platt, Incorporated
DKS / DICK'S Sporting Goods, Inc.
AWF / AllianceBernstein Global High Income Fund
PXD / Pioneer Natural Resources Company
WBA / Walgreens Boots Alliance, Inc.
SWKS / Skyworks Solutions, Inc.
TNL / Travel + Leisure Co.
PATH / UiPath Inc.
RIG / Transocean Ltd.
ONON / On Holding AG
C.WSA / Citigroup, Inc.
GFS / GLOBALFOUNDRIES Inc.
SU / Suncor Energy Inc.
AA / Alcoa Corporation Call
AON / Aon plc
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
OTIS / Otis Worldwide Corporation
GIS / General Mills, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
CRM / Salesforce, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
VHT / Vanguard World Fund - Vanguard Health Care ETF
DJD / Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF
NXPI / NXP Semiconductors N.V.
GLD / SPDR Gold Trust
ETSY / Etsy, Inc.
BORR / Borr Drilling Limited
KHC / The Kraft Heinz Company
GAP / The Gap, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
IWM / iShares Trust - iShares Russell 2000 ETF Call
V / Visa Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
DVN / Devon Energy Corporation
PH / Parker-Hannifin Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SYK / Stryker Corporation
SNOW / Snowflake Inc.
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
CVS / CVS Health Corporation
SO / The Southern Company
SNOW / Snowflake Inc. Call
HD / The Home Depot, Inc.
ED / Consolidated Edison, Inc.
TSLA / Tesla, Inc.
NVDA / NVIDIA Corporation
DIS / The Walt Disney Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
KO / The Coca-Cola Company
GT / The Goodyear Tire & Rubber Company Call
GT / The Goodyear Tire & Rubber Company
RTX / RTX Corporation
SYY / Sysco Corporation
NOC / Northrop Grumman Corporation
TW / Tradeweb Markets Inc.
PRU / Prudential Financial, Inc.
CFG / Citizens Financial Group, Inc.
CMS / CMS Energy Corporation
AMZN / Amazon.com, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
INTC / Intel Corporation
NFLX / Netflix, Inc.
BA / The Boeing Company
ADBE / Adobe Inc.
JPM / JPMorgan Chase & Co.
SHOP / Shopify Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
AA / Alcoa Corporation
NAMS / NewAmsterdam Pharma Company N.V.
WOR / Worthington Enterprises, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
ENVX / Enovix Corporation
PPBT / Purple Biotech Ltd - Depositary Receipt (Common Stock)
PRGO / Perrigo Company plc
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
BORR / Borr Drilling Limited Call
CTRA / Coterra Energy Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock) Call
APD / Air Products and Chemicals, Inc.
DTE / DTE Energy Company
LOW / Lowe's Companies, Inc.
UNM / Unum Group
BAC / Bank of America Corporation
MDLZ / Mondelez International, Inc.
ET / Energy Transfer LP - Limited Partnership
DELL / Dell Technologies Inc.
PEP / PepsiCo, Inc.
XPEL / XPEL, Inc.
GILD / Gilead Sciences, Inc.
NEE / NextEra Energy, Inc.
AIG / American International Group, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
ARCC / Ares Capital Corporation
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
ROST / Ross Stores, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
TJX / The TJX Companies, Inc.
VZ / Verizon Communications Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
HBAN / Huntington Bancshares Incorporated
GNTX / Gentex Corporation
NDSN / Nordson Corporation
GOGL / Golden Ocean Group Limited
PLTR / Palantir Technologies Inc.
MAS / Masco Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
LYB / LyondellBasell Industries N.V.
FMAO / Farmers & Merchants Bancorp, Inc.
TRP / TC Energy Corporation
CINF / Cincinnati Financial Corporation
WELL / Welltower Inc.
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
UPS / United Parcel Service, Inc.
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
BXMX / Nuveen S&P 500 Buy-Write Income Fund
MMM / 3M Company
ORCL / Oracle Corporation
EMR / Emerson Electric Co.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
MRVL / Marvell Technology, Inc. Call
DAL / Delta Air Lines, Inc.
IP / International Paper Company
EW / Edwards Lifesciences Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
CI / The Cigna Group
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
ALL / The Allstate Corporation
CXT / Crane NXT, Co.
DVY / iShares Trust - iShares Select Dividend ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
HON / Honeywell International Inc.
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
GM / General Motors Company
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
GOOG / Alphabet Inc.
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
TMO / Thermo Fisher Scientific Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BLW / BlackRock Limited Duration Income Trust
AMLP / ALPS ETF Trust - Alerian MLP ETF
MLM / Martin Marietta Materials, Inc.
KRC / Kilroy Realty Corporation
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
CSCO / Cisco Systems, Inc.
JQC / Nuveen Credit Strategies Income Fund
ELV / Elevance Health, Inc.
NSC / Norfolk Southern Corporation
STXV / EA Series Trust - Strive 1000 Value ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
IWX / iShares Trust - iShares Russell Top 200 Value ETF
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
CNQ / Canadian Natural Resources Limited
SCCO / Southern Copper Corporation
LLY / Eli Lilly and Company
JBGS / JBG SMITH Properties
NKE / NIKE, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BKNG / Booking Holdings Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MCK / McKesson Corporation
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
GS / The Goldman Sachs Group, Inc.
FBIN / Fortune Brands Innovations, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
C / Citigroup Inc. - Corporate Bond/Note
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
LMT / Lockheed Martin Corporation
XEL / Xcel Energy Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
TAP / Molson Coors Beverage Company
AMAT / Applied Materials, Inc.
COP / ConocoPhillips
META / Meta Platforms, Inc.
HWM / Howmet Aerospace Inc.
F / Ford Motor Company
QQQ / Invesco QQQ Trust, Series 1
USB / U.S. Bancorp
FDX / FedEx Corporation
CTVA / Corteva, Inc.
TRGP / Targa Resources Corp.
PPG / PPG Industries, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
HIG / The Hartford Insurance Group, Inc.
BSX / Boston Scientific Corporation
WFC / Wells Fargo & Company
UNH / UnitedHealth Group Incorporated
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
AXP / American Express Company
CTAS / Cintas Corporation
EFX / Equifax Inc.
SJM / The J. M. Smucker Company
ROK / Rockwell Automation, Inc.
MPC / Marathon Petroleum Corporation
MAR / Marriott International, Inc.
CARR / Carrier Global Corporation
CME / CME Group Inc.
PM / Philip Morris International Inc.
COF / Capital One Financial Corporation
OXY / Occidental Petroleum Corporation
CL / Colgate-Palmolive Company
COST / Costco Wholesale Corporation
VALE / Vale S.A. - Depositary Receipt (Common Stock)
PANW / Palo Alto Networks, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
UBER / Uber Technologies, Inc.
GD / General Dynamics Corporation
MELI / MercadoLibre, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
DUK / Duke Energy Corporation
AMGN / Amgen Inc.
MRK / Merck & Co., Inc.
DD / DuPont de Nemours, Inc.
WEC / WEC Energy Group, Inc.
WTS / Watts Water Technologies, Inc.
WY / Weyerhaeuser Company
EOG / EOG Resources, Inc.
DRI / Darden Restaurants, Inc.
SATS / EchoStar Corporation
INTU / Intuit Inc.
WMT / Walmart Inc.
ISRG / Intuitive Surgical, Inc.