Market Value1,309,780,943
Total Holdings650
File Date2025-05-02
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)
GOOGL / Alphabet Inc.
AVGO / Broadcom Inc.
XOM / Exxon Mobil Corporation
FDX / FedEx Corporation
SSNC / SS&C Technologies Holdings, Inc.
VERX / Vertex, Inc.
CMCSA / Comcast Corporation
MTSI / MACOM Technology Solutions Holdings, Inc.
ELV / Elevance Health, Inc.
PEP / PepsiCo, Inc.
BIIB / Biogen Inc.
TTWO / Take-Two Interactive Software, Inc.
COIN / Coinbase Global, Inc.
COIN / Coinbase Global, Inc. Call
BSX / Boston Scientific Corporation
KO / The Coca-Cola Company
ECL / Ecolab Inc.
IBM / International Business Machines Corporation
WBS / Webster Financial Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
GM / General Motors Company
XEL / Xcel Energy Inc.
MCHP / Microchip Technology Incorporated
IEX / IDEX Corporation
META / Meta Platforms, Inc.
HBAN / Huntington Bancshares Incorporated
BAC / Bank of America Corporation
FE / FirstEnergy Corp.
LRCX / Lam Research Corporation
TMO / Thermo Fisher Scientific Inc.
UBER / Uber Technologies, Inc.
ITW / Illinois Tool Works Inc.
AEP / American Electric Power Company, Inc.
IT / Gartner, Inc.
F / Ford Motor Company
VSH / Vishay Intertechnology, Inc.
IVT / InvenTrust Properties Corp.
MKC.V / McCormick & Company, Incorporated
ADP / Automatic Data Processing, Inc.
SHW / The Sherwin-Williams Company
VZ / Verizon Communications Inc.
JPM / JPMorgan Chase & Co.
SE / Sea Limited - Depositary Receipt (Common Stock)
T / AT&T Inc.
EP / Empire Petroleum Corporation
MU / Micron Technology, Inc.
MCD / McDonald's Corporation
EG / Everest Group, Ltd.
TYL / Tyler Technologies, Inc.
PNC / The PNC Financial Services Group, Inc.
SBUX / Starbucks Corporation
DE / Deere & Company
ALLE / Allegion plc
VST / Vistra Corp.
TEL / TE Connectivity plc
WELL / Welltower Inc.
FAST / Fastenal Company
GLOB / Globant S.A.
TWLO / Twilio Inc.
YUM / Yum! Brands, Inc.
WMT / Walmart Inc.
COR / Cencora, Inc.
CSCO / Cisco Systems, Inc.
WST / West Pharmaceutical Services, Inc.
NEE / NextEra Energy, Inc.
CAT / Caterpillar Inc.
APG / APi Group Corporation
MELI / MercadoLibre, Inc.
CHDN / Churchill Downs Incorporated
CYBR / CyberArk Software Ltd.
NU / Nu Holdings Ltd.
CL / Colgate-Palmolive Company
PBF / PBF Energy Inc.
ADPT / Adaptive Biotechnologies Corporation
LHX / L3Harris Technologies, Inc.
NOW / ServiceNow, Inc.
NKE / NIKE, Inc.
PM / Philip Morris International Inc.
PFE / Pfizer Inc.
CVS / CVS Health Corporation
AAPL / Apple Inc.
EXC / Exelon Corporation
VLO / Valero Energy Corporation
KFY / Korn Ferry
NFLX / Netflix, Inc.
SPOT / Spotify Technology S.A.
KMB / Kimberly-Clark Corporation
LLY / Eli Lilly and Company
COST / Costco Wholesale Corporation
GILD / Gilead Sciences, Inc.
HIG / The Hartford Insurance Group, Inc.
ADBE / Adobe Inc.
ATAI / Atai Life Sciences N.V.
SHOP / Shopify Inc.
BKNG / Booking Holdings Inc.
LKQ / LKQ Corporation
NOC / Northrop Grumman Corporation
BLK / BlackRock, Inc.
HAS / Hasbro, Inc.
MMM / 3M Company
CME / CME Group Inc.
FIS / Fidelity National Information Services, Inc.
RF / Regions Financial Corporation
GWRE / Guidewire Software, Inc.
D / Dominion Energy, Inc.
AMD / Advanced Micro Devices, Inc.
EME / EMCOR Group, Inc.
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
SR / Spire Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
NVT / nVent Electric plc
MTDR / Matador Resources Company
FCX / Freeport-McMoRan Inc.
BBY / Best Buy Co., Inc.
PPBI / Pacific Premier Bancorp, Inc.
UNP / Union Pacific Corporation
CLX / The Clorox Company
ANET / Arista Networks Inc
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
TRV / The Travelers Companies, Inc.
JBL / Jabil Inc.
MMC / Marsh & McLennan Companies, Inc.
PPL / PPL Corporation
COP / ConocoPhillips
MCK / McKesson Corporation
GD / General Dynamics Corporation
ACHC / Acadia Healthcare Company, Inc.
RACE / Ferrari N.V.
RGLD / Royal Gold, Inc.
AXP / American Express Company
BMY / Bristol-Myers Squibb Company
CSX / CSX Corporation
NUE / Nucor Corporation
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
LEO / BNY Mellon Strategic Municipals, Inc.
GEF / Greif, Inc.
PRU / Prudential Financial, Inc.
MIDD / The Middleby Corporation
STLD / Steel Dynamics, Inc.
HI / Hillenbrand, Inc.
TCPC / BlackRock TCP Capital Corp.
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
FTV / Fortive Corporation
ETR / Entergy Corporation
TECK / Teck Resources Limited
SKX / Skechers U.S.A., Inc.
SASR / Sandy Spring Bancorp, Inc.
CODI / Compass Diversified
HELE / Helen of Troy Limited
ABSI / Absci Corporation
PR / Permian Resources Corporation
PHM / PulteGroup, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
CFG / Citizens Financial Group, Inc.
ENTG / Entegris, Inc.
CNC / Centene Corporation
TXN / Texas Instruments Incorporated
TROW / T. Rowe Price Group, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
KLIC / Kulicke and Soffa Industries, Inc.
USFD / US Foods Holding Corp.
CSL / Carlisle Companies Incorporated
GLD / SPDR Gold Trust
ADI / Analog Devices, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
SNPS / Synopsys, Inc.
HSY / The Hershey Company
NSC / Norfolk Southern Corporation
ORLY / O'Reilly Automotive, Inc.
STAG / STAG Industrial, Inc.
CR / Crane Company
CTAS / Cintas Corporation
MKC / McCormick & Company, Incorporated
WLY / John Wiley & Sons, Inc.
CMI / Cummins Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
WHR / Whirlpool Corporation
VTRS / Viatris Inc.
SES / SES AI Corporation
USB / U.S. Bancorp
GMED / Globus Medical, Inc.
WNS / WNS (Holdings) Limited
APD / Air Products and Chemicals, Inc.
TSLA / Tesla, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
CACI / CACI International Inc
HALO / Halozyme Therapeutics, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
EW / Edwards Lifesciences Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
AMZN / Amazon.com, Inc.
AGCO / AGCO Corporation
PYPL / PayPal Holdings, Inc.
O / Realty Income Corporation
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
ORCL / Oracle Corporation
LMT / Lockheed Martin Corporation
RCL / Royal Caribbean Cruises Ltd.
VMC / Vulcan Materials Company
LNTH / Lantheus Holdings, Inc.
TLRY / Tilray Brands, Inc.
SBGI / Sinclair, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
C / Citigroup Inc. - Corporate Bond/Note
ATMU / Atmus Filtration Technologies Inc.
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
BROS / Dutch Bros Inc.
BDC / Belden Inc.
ESOA / Energy Services of America Corporation
ALAB / Astera Labs, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IBIT / iShares Bitcoin Trust ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
WING / Wingstop Inc.
HAE / Haemonetics Corporation
MGNI / Magnite, Inc.
FROG / JFrog Ltd.
URI / United Rentals, Inc.
FLT / Corpay, Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
INFA / Informatica Inc.
MPWR / Monolithic Power Systems, Inc.
ROP / Roper Technologies, Inc.
GDDY / GoDaddy Inc.
CI / The Cigna Group
WPC / W. P. Carey Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
OTIS / Otis Worldwide Corporation
EVR / Evercore Inc.
REG / Regency Centers Corporation
GOOG / Alphabet Inc.
CGBD / Carlyle Secured Lending, Inc.
PTC / PTC Inc.
SLF / Sun Life Financial Inc.
CRH / CRH plc
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
TKR / The Timken Company
ELUT / Elutia Inc.
SO / The Southern Company
GIS / General Mills, Inc.
FANG / Diamondback Energy, Inc.
FND / Floor & Decor Holdings, Inc.
WAY / Waystar Holding Corp.
GEHC / GE HealthCare Technologies Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
GF / The New Germany Fund, Inc.
BWIN / The Baldwin Insurance Group, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DOW / Dow Inc.
PAYC / Paycom Software, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MC / Moelis & Company
MAR / Marriott International, Inc.
NI / NiSource Inc.
V / Visa Inc.
PTON / Peloton Interactive, Inc.
MANH / Manhattan Associates, Inc.
CHEF / The Chefs' Warehouse, Inc.
INTU / Intuit Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
TTEK / Tetra Tech, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
IRM / Iron Mountain Incorporated
ENB / Enbridge Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
CM / Canadian Imperial Bank of Commerce
ICE / Intercontinental Exchange, Inc.
BLDR / Builders FirstSource, Inc.
BTM / Bitcoin Depot Inc.
ARCC / Ares Capital Corporation
IEUR / iShares Trust - iShares Core MSCI Europe ETF
DIOD / Diodes Incorporated
HON / Honeywell International Inc.
BAM / Brookfield Asset Management Ltd.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
TNET / TriNet Group, Inc.
DD / DuPont de Nemours, Inc.
MRK / Merck & Co., Inc.
HD / The Home Depot, Inc.
TSEM / Tower Semiconductor Ltd.
BA / The Boeing Company
AVT / Avnet, Inc.
OWL / Blue Owl Capital Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
WCN / Waste Connections, Inc.
SSB / SouthState Bank Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
VRSK / Verisk Analytics, Inc.
AL / Air Lease Corporation
EMR / Emerson Electric Co.
BDX / Becton, Dickinson and Company
APP / AppLovin Corporation
KVUE / Kenvue Inc.
SYF / Synchrony Financial
PSX / Phillips 66
CARR / Carrier Global Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SU / Suncor Energy Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
THS / TreeHouse Foods, Inc.
OMF / OneMain Holdings, Inc.
NTAP / NetApp, Inc.
FLS / Flowserve Corporation
IP / International Paper Company
ASGN / ASGN Incorporated
COF / Capital One Financial Corporation
CVX / Chevron Corporation
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
ZBH / Zimmer Biomet Holdings, Inc.
EA / Electronic Arts Inc.
ALK / Alaska Air Group, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
AMGN / Amgen Inc.
TFX / Teleflex Incorporated
WSFS / WSFS Financial Corporation
GSBD / Goldman Sachs BDC, Inc.
TAP / Molson Coors Beverage Company
TD / The Toronto-Dominion Bank
HEIA / Heico Corp. - Class A
OPEN / Opendoor Technologies Inc.
KMI / Kinder Morgan, Inc.
IPKW / Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF
SM / SM Energy Company
HUBG / Hub Group, Inc.
PLTR / Palantir Technologies Inc.
AAON / AAON, Inc.
BMO / Bank of Montreal
NWE / NorthWestern Energy Group, Inc.
MLKN / MillerKnoll, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
SNA / Snap-on Incorporated
STT / State Street Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
CF / CF Industries Holdings, Inc.
MEDP / Medpace Holdings, Inc.
SOFI / SoFi Technologies, Inc.
GPN / Global Payments Inc.
COLB / Columbia Banking System, Inc.
CCK / Crown Holdings, Inc.
GTLS / Chart Industries, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
QQQ / Invesco QQQ Trust, Series 1
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
WIT / Wipro Limited - Depositary Receipt (Common Stock)
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
BRK.A / Berkshire Hathaway Inc.
ARE / Alexandria Real Estate Equities, Inc.
GIL / Gildan Activewear Inc.
BGC / BGC Group, Inc.
BC / Brunswick Corporation
SBR / Sabine Royalty Trust
DVN / Devon Energy Corporation
TKC / Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt (Common Stock)
MMS / Maximus, Inc.
CTRA / Coterra Energy Inc.
CAH / Cardinal Health, Inc.
AFG / American Financial Group, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
QCOM / QUALCOMM Incorporated
VUG / Vanguard Index Funds - Vanguard Growth ETF
QXO / QXO, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SKY / Champion Homes, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
GEV / GE Vernova Inc.
DUK / Duke Energy Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
JCI / Johnson Controls International plc
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
ICLR / ICON Public Limited Company
KMX / CarMax, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
CWST / Casella Waste Systems, Inc.
FERG / Ferguson Enterprises Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
TGLS / Tecnoglass Inc.
FOXA / Fox Corporation
VCEL / Vericel Corporation
MKL / Markel Group Inc.
HUBB / Hubbell Incorporated
TECH / Bio-Techne Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
PAYX / Paychex, Inc.
DHI / D.R. Horton, Inc.
MO / Altria Group, Inc.
AMAT / Applied Materials, Inc.
FLUT / Flutter Entertainment plc
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
VRNT / Verint Systems Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
GSHD / Goosehead Insurance, Inc
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DVY / iShares Trust - iShares Select Dividend ETF
EBAY / eBay Inc.
INTC / Intel Corporation
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
AWI / Armstrong World Industries, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
EOG / EOG Resources, Inc.
MPC / Marathon Petroleum Corporation
APO / Apollo Global Management, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
NYAX / Nayax Ltd.
TRP / TC Energy Corporation
TROX / Tronox Holdings plc
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
NXST / Nexstar Media Group, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
ODFL / Old Dominion Freight Line, Inc.
DOX / Amdocs Limited
DIS / The Walt Disney Company
CDNS / Cadence Design Systems, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TRU / TransUnion
DOC / Healthpeak Properties, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
CB / Chubb Limited
CNQ / Canadian Natural Resources Limited
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
FIX / Comfort Systems USA, Inc.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
ACN / Accenture plc
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MA / Mastercard Incorporated
SPY / SPDR S&P 500 ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EXPE / Expedia Group, Inc.
KNX / Knight-Swift Transportation Holdings Inc.
PFG / Principal Financial Group, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ET / Energy Transfer LP - Limited Partnership
EPD / Enterprise Products Partners L.P. - Limited Partnership
CRWD / CrowdStrike Holdings, Inc.
CINF / Cincinnati Financial Corporation
LOW / Lowe's Companies, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
MDLZ / Mondelez International, Inc.
AZO / AutoZone, Inc.
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
SLV / iShares Silver Trust
FI / Fiserv, Inc.
FLEX / Flex Ltd.
ZTS / Zoetis Inc.
LYB / LyondellBasell Industries N.V.
LH / Labcorp Holdings Inc.
UFPI / UFP Industries, Inc.
MSI / Motorola Solutions, Inc.
TPR / Tapestry, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
JBHT / J.B. Hunt Transport Services, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
APPF / AppFolio, Inc.
JNJ / Johnson & Johnson
CPT / Camden Property Trust
SCHW / The Charles Schwab Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
AMT / American Tower Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
MSCI / MSCI Inc.
CRM / Salesforce, Inc.
FCPT / Four Corners Property Trust, Inc.
LDOS / Leidos Holdings, Inc.
MPLX / MPLX LP - Limited Partnership
BFLY / Butterfly Network, Inc.
SPGI / S&P Global Inc.
WFC / Wells Fargo & Company
INGR / Ingredion Incorporated
KHC / The Kraft Heinz Company
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
ABT / Abbott Laboratories
TMHC / Taylor Morrison Home Corporation
AN / AutoNation, Inc.
AIG / American International Group, Inc.
PLNT / Planet Fitness, Inc.
EXPD / Expeditors International of Washington, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CMC / Commercial Metals Company
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
MS / Morgan Stanley
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
LIN / Linde plc
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VLTO / Veralto Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
DG / Dollar General Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ABBV / AbbVie Inc.
AON / Aon plc
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VEEV / Veeva Systems Inc.
TFC / Truist Financial Corporation
NSIT / Insight Enterprises, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
MSFT / Microsoft Corporation
NLOP / Net Lease Office Properties
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
DIA / SPDR Dow Jones Industrial Average ETF Trust
SWK / Stanley Black & Decker, Inc.
CEG / Constellation Energy Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
TDG / TransDigm Group Incorporated
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DRS / Leonardo DRS, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
RTX / RTX Corporation
AFL / Aflac Incorporated
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
UPS / United Parcel Service, Inc.
WDAY / Workday, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
MDT / Medtronic plc
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
AXTA / Axalta Coating Systems Ltd.
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
WD / Walker & Dunlop, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
JBI / Janus International Group, Inc.
ALC / Alcon Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ALSN / Allison Transmission Holdings, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
TEAM / Atlassian Corporation
IRT / Independence Realty Trust, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
BAH / Booz Allen Hamilton Holding Corporation
BG / Bunge Global SA
WRB / W. R. Berkley Corporation
TGT / Target Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MTZ / MasTec, Inc.
RUSHA / Rush Enterprises, Inc.
KLAC / KLA Corporation
PNFP / Pinnacle Financial Partners, Inc.
MET / MetLife, Inc.
SLGN / Silgan Holdings Inc.
ELME / Elme Communities
IVW / iShares Trust - iShares S&P 500 Growth ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
WEX / WEX Inc.
SYY / Sysco Corporation
JHX / James Hardie Industries plc
SFM / Sprouts Farmers Market, Inc.
BN / Brookfield Corporation
HCA / HCA Healthcare, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
BRK.B / Berkshire Hathaway Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock)
CBRE / CBRE Group, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
AJG / Arthur J. Gallagher & Co.
DHR / Danaher Corporation
TBBB / BBB Foods Inc.
PLD / Prologis, Inc.
ETHE / Grayscale Ethereum Trust
ETN / Eaton Corporation plc
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
KAR / OPENLANE, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
AMCR / Amcor plc
ABNB / Airbnb, Inc.
NVDA / NVIDIA Corporation
UNH / UnitedHealth Group Incorporated
KRG / Kite Realty Group Trust
EFV / iShares Trust - iShares MSCI EAFE Value ETF
UWM / ProShares Trust - ProShares Ultra Russell2000
PANW / Palo Alto Networks, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
EWBC / East West Bancorp, Inc.
OXY / Occidental Petroleum Corporation
WMB / The Williams Companies, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
MCO / Moody's Corporation
ACVA / ACV Auctions Inc.
HST / Host Hotels & Resorts, Inc.
TJX / The TJX Companies, Inc.
ABCB / Ameris Bancorp
STX / Seagate Technology Holdings plc
NXPI / NXP Semiconductors N.V.
FCNCA / First Citizens BancShares, Inc.
GLW / Corning Incorporated
ABM / ABM Industries Incorporated
KNF / Knife River Corporation
WPM / Wheaton Precious Metals Corp.
EVGO / EVgo, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TTD / The Trade Desk, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
FOUR / Shift4 Payments, Inc.
MTD / Mettler-Toledo International Inc.
HPQ / HP Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
TT / Trane Technologies plc
MAS / Masco Corporation
WM / Waste Management, Inc.
ANSS / ANSYS, Inc.
WEC / WEC Energy Group, Inc.
OMC / Omnicom Group Inc.
ACI / Albertsons Companies, Inc.
PG / The Procter & Gamble Company
CSGP / CoStar Group, Inc.
G / Genpact Limited
GS / The Goldman Sachs Group, Inc.
FNB / F.N.B. Corporation
AGO / Assured Guaranty Ltd.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
AIN / Albany International Corp.
MUB / iShares Trust - iShares National Muni Bond ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
BHRB / Burke & Herbert Financial Services Corp.
UTI / Universal Technical Institute, Inc.
EBC / Eastern Bankshares, Inc.
FELG / Fidelity Covington Trust - Enhanced Large Cap Growth ETF
SITE / SiteOne Landscape Supply, Inc.
SYK / Stryker Corporation
CTVA / Corteva, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
NGG / National Grid plc - Depositary Receipt (Common Stock)
SOXX / iShares Trust - iShares Semiconductor ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
ISRG / Intuitive Surgical, Inc.
ADSK / Autodesk, Inc.
EHC / Encompass Health Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
APP / AppLovin Corporation Call
ENOV / Enovis Corporation
BK / The Bank of New York Mellon Corporation
NTRS / Northern Trust Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
FRSH / Freshworks Inc.
RGEN / Repligen Corporation
GE / General Electric Company
GE / General Electric Company Call
DSX / Diana Shipping Inc.
A / Agilent Technologies, Inc.
PCTY / Paylocity Holding Corporation
CG / The Carlyle Group Inc.
MFC / Manulife Financial Corporation
DCI / Donaldson Company, Inc.
BOOT / Boot Barn Holdings, Inc.
FTRE / Fortrea Holdings Inc.
XPRO / Expro Group Holdings N.V.
AX / Axos Financial, Inc.
KNSL / Kinsale Capital Group, Inc.
TMUS / T-Mobile US, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
MNR / Mach Natural Resources LP
PGR / The Progressive Corporation