Market Value153,810,313
Total Holdings537
File Date2025-08-13
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)
WAY / Waystar Holding Corp.
GOOG / Alphabet Inc.
FTI / TechnipFMC plc
V / Visa Inc.
SHOP / Shopify Inc.
WHR / Whirlpool Corporation
DJT / Trump Media & Technology Group Corp.
MO / Altria Group, Inc.
WDC / Western Digital Corporation
MNKD / MannKind Corporation
ECL / Ecolab Inc.
WMT / Walmart Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
LLY / Eli Lilly and Company
CDTX / Cidara Therapeutics, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
MPC / Marathon Petroleum Corporation
INTC / Intel Corporation
AMD / Advanced Micro Devices, Inc.
LYB / LyondellBasell Industries N.V.
CINF / Cincinnati Financial Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
UNH / UnitedHealth Group Incorporated
HYSR / SunHydrogen, Inc.
LMT / Lockheed Martin Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
ORCL / Oracle Corporation
MSFT / Microsoft Corporation
CSCO / Cisco Systems, Inc.
BHF / Brighthouse Financial, Inc.
EFX / Equifax Inc.
NXT / Nextracker Inc.
PPG / PPG Industries, Inc.
AMZN / Amazon.com, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MEDP / Medpace Holdings, Inc.
CI / The Cigna Group
MET / MetLife, Inc.
IXN / iShares Trust - iShares Global Tech ETF
SHW / The Sherwin-Williams Company
NVEE / NV5 Global, Inc.
DAVE / Dave Inc.
GTLS / Chart Industries, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
ERIE / Erie Indemnity Company
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
MDLZ / Mondelez International, Inc.
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
CTRA / Coterra Energy Inc.
ADDYY / adidas AG - Depositary Receipt (Common Stock)
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PGY / Pagaya Technologies Ltd.
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
YOU / Clear Secure, Inc.
VWAGY / Volkswagen AG - Depositary Receipt (Common Stock)
HIG / The Hartford Insurance Group, Inc.
MBB / iShares Trust - iShares MBS ETF
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
ROOT / Root, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
SONO / Sonos, Inc.
KMB / Kimberly-Clark Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
UNM / Unum Group
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
EME / EMCOR Group, Inc.
BFB / Brown-Forman Corp. - Class B
AMGN / Amgen Inc.
AYRWF / Ayr Wellness Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CRDO / Credo Technology Group Holding Ltd
DKS / DICK'S Sporting Goods, Inc.
DVA / DaVita Inc.
ATI / ATI Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
RGTI / Rigetti Computing, Inc.
AEP / American Electric Power Company, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
DBO / Invesco DB Multi-Sector Commodity Trust - Invesco DB Oil Fund
BLNK / Blink Charging Co.
AX / Axos Financial, Inc.
CHWY / Chewy, Inc.
USO / United States Oil Fund, LP - Limited Partnership
EVRG / Evergy, Inc.
NTAP / NetApp, Inc.
PFE / Pfizer Inc.
GTBIF / Green Thumb Industries Inc.
THC / Tenet Healthcare Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
BRBR / BellRing Brands, Inc.
VRNOF / Verano Holdings Corp.
ADM / Archer-Daniels-Midland Company
CTRE / CareTrust REIT, Inc.
AVY / Avery Dennison Corporation
GQQQ / EA Series Trust - Astoria US Quality Growth Kings ETF
HD / The Home Depot, Inc.
APD / Air Products and Chemicals, Inc.
F / Ford Motor Company
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
CURLF / Curaleaf Holdings, Inc.
OGN / Organon & Co.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SNAP / Snap Inc.
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
JXN / Jackson Financial Inc.
DMBS / DoubleLine ETF Trust - DoubleLine Mortgage ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MOGA / Moog, Inc. - Class A
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
IWB / iShares Trust - iShares Russell 1000 ETF
MODG / Topgolf Callaway Brands Corp.
PSX / Phillips 66
DGRE / WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund
SNA / Snap-on Incorporated
MDGL / Madrigal Pharmaceuticals, Inc.
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
UAA / Under Armour, Inc.
PSQH / PSQ Holdings, Inc.
COKE / Coca-Cola Consolidated, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
TSLA / Tesla, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
VTRS / Viatris Inc.
TCNNF / Trulieve Cannabis Corp.
PRGS / Progress Software Corporation
SPGI / S&P Global Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
ADI / Analog Devices, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
PTON / Peloton Interactive, Inc.
GD / General Dynamics Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
IWM / iShares Trust - iShares Russell 2000 ETF
JNJ / Johnson & Johnson
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
CVX / Chevron Corporation
TRAW / Traws Pharma, Inc.
CSL / Carlisle Companies Incorporated
PGEN / Precigen, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
MA / Mastercard Incorporated
AAON / AAON, Inc.
OKLO / Oklo Inc.
KO / The Coca-Cola Company
SNPS / Synopsys, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IYE / iShares Trust - iShares U.S. Energy ETF
RSHO / Tema ETF Trust - Tema American Reshoring ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
JAZZ / Jazz Pharmaceuticals plc
JBL / Jabil Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SO / The Southern Company
HCWC / Healthy Choice Wellness Corp.
T / AT&T Inc.
CMCSA / Comcast Corporation
NET / Cloudflare, Inc.
UPS / United Parcel Service, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
PODD / Insulet Corporation
AVGO / Broadcom Inc.
GILD / Gilead Sciences, Inc.
GEV / GE Vernova Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SPY / SPDR S&P 500 ETF
PAYC / Paycom Software, Inc.
SMR / NuScale Power Corporation
ENR / Energizer Holdings, Inc.
ALLE / Allegion plc
WSM / Williams-Sonoma, Inc.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
BMRN / BioMarin Pharmaceutical Inc.
DOV / Dover Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TRUP / Trupanion, Inc.
TSNDF / TerrAscend Corp.
FCX / Freeport-McMoRan Inc.
QCOM / QUALCOMM Incorporated
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
FTK / Flotek Industries, Inc.
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
BTAL / AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund
AA / Alcoa Corporation
SIRI / Sirius XM Holdings Inc.
FINW / FinWise Bancorp
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
NKE / NIKE, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
META / Meta Platforms, Inc.
ELV / Elevance Health, Inc.
BX / Blackstone Inc.
FTDR / Frontdoor, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BOX / Box, Inc.
VEEV / Veeva Systems Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
MCY / Mercury General Corporation
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
HIMS / Hims & Hers Health, Inc.
FFIV / F5, Inc.
LKM / Link Motion Inc.
WING / Wingstop Inc.
TMDIF / Conavi Medical Corp.
ADXS / Ayala Pharmaceuticals, Inc.
SHENGDA TECH INC OXXXBANKRUPTCY EFF: 10/18/12 / UFO (823213103)
MLI / Mueller Industries, Inc.
DFS / Discover Financial Services
DVY / iShares Trust - iShares Select Dividend ETF
GPK / Graphic Packaging Holding Company
SMALL BUSINESS CO 0XXXREGISTRATION REVOKED BY THE SEC EFF: 01/21/14 / (83165R206)
AIZ / Assurant, Inc.
SG / Sweetgreen, Inc.
HCMC / Healthier Choices Management Corp.
PRCT / PROCEPT BioRobotics Corporation
PAYO / Payoneer Global Inc.
WMS / Advanced Drainage Systems, Inc.
HLNE / Hamilton Lane Incorporated
EXLS / ExlService Holdings, Inc.
FOUR / Shift4 Payments, Inc.
FTAI / FTAI Aviation Ltd.
CBT / Cabot Corporation
AMCO / Armco Metals Holdings, Inc.
GOLD / Barrick Mining Corporation
RKLB / Rocket Lab Corporation
BBIG / Vinco Ventures, Inc.
SFM / Sprouts Farmers Market, Inc.
RCL / Royal Caribbean Cruises Ltd.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
TRAW / Traws Pharma, Inc.
WASATCH PHARMACEUTICAXXXREGISTRATION REVOKED BY THE SEC EFF: 09/29/23 / (936902501)
RHI / Robert Half Inc.
DNA.WS / Soaring Eagle Acquisition Corp. - Equity Warrant
AIT / Applied Industrial Technologies, Inc.
TOL / Toll Brothers, Inc.
KLG / WK Kellogg Co
ADUS / Addus HomeCare Corporation
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
OEF / iShares Trust - iShares S&P 100 ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ATO / Atmos Energy Corporation
XOM / Exxon Mobil Corporation
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
DAL / Delta Air Lines, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
DUOL / Duolingo, Inc.
FLR / Fluor Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
EXP / Eagle Materials Inc.
CGGO / Capital Group Global Growth Equity ETF
SOLV / Solventum Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
SKYW / SkyWest, Inc.
PTY / PIMCO Corporate & Income Opportunity Fund
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
TROW / T. Rowe Price Group, Inc.
AUPH / Aurinia Pharmaceuticals Inc.
CRDF / Cardiff Oncology, Inc.
VGZ / Vista Gold Corp.
TIP / iShares Trust - iShares TIPS Bond ETF
ALRM / Alarm.com Holdings, Inc.
PEP / PepsiCo, Inc.
HON / Honeywell International Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CGBL / Capital Group Core Balanced ETF
EVR / Evercore Inc.
VFF / Village Farms International, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
LRN / Stride, Inc.
SYK / Stryker Corporation
TGLS / Tecnoglass Inc.
DOCS / Doximity, Inc.
CGDV / Capital Group Dividend Value ETF
GLPI / Gaming and Leisure Properties, Inc.
HALO / Halozyme Therapeutics, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
DVN / Devon Energy Corporation
ACIW / ACI Worldwide, Inc.
RPM / RPM International Inc.
NEE / NextEra Energy, Inc.
DELL / Dell Technologies Inc.
ALKS / Alkermes plc
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
IGHG / ProShares Trust - ProShares Investment Grade - Interest Rate Hedged
DOW / Dow Inc.
OMI / Owens & Minor, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
ICVT / iShares Trust - iShares Convertible Bond ETF
IBIT / iShares Bitcoin Trust ETF
NOG / Northern Oil and Gas, Inc.
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
TXRH / Texas Roadhouse, Inc.
SNEX / StoneX Group Inc.
WMLLF / Wealth Minerals Ltd.
LECO / Lincoln Electric Holdings, Inc.
FIX / Comfort Systems USA, Inc.
CCL / Carnival Corporation & plc
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
WBD / Warner Bros. Discovery, Inc.
CLPT / ClearPoint Neuro, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
PG / The Procter & Gamble Company
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SGU / Star Group, L.P. - Limited Partnership
BSJR / Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
XONE / BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF
ULTA / Ulta Beauty, Inc.
CWBHF / Charlotte's Web Holdings, Inc.
COHR / Coherent Corp.
TMHC / Taylor Morrison Home Corporation
AES / The AES Corporation
CL / Colgate-Palmolive Company
RL / Ralph Lauren Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
DT / Dynatrace, Inc.
LAMR / Lamar Advertising Company
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
GYRO / Gyrodyne, LLC
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PLMR / Palomar Holdings, Inc.
LE / Lands' End, Inc.
KR / The Kroger Co.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
TGT / Target Corporation
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
PPTA / Perpetua Resources Corp.
CB / Chubb Limited
SYY / Sysco Corporation
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
SEM / Select Medical Holdings Corporation
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
ALSN / Allison Transmission Holdings, Inc.
WGS / GeneDx Holdings Corp.
VUG / Vanguard Index Funds - Vanguard Growth ETF
TQQQ / ProShares Trust - ProShares UltraPro QQQ
ACWI / iShares Trust - iShares MSCI ACWI ETF
FOXA / Fox Corporation
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
LOW / Lowe's Companies, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
CSX / CSX Corporation
HCI / HCI Group, Inc.
DTE / DTE Energy Company
LXRX / Lexicon Pharmaceuticals, Inc.
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
PM / Philip Morris International Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GEHC / GE HealthCare Technologies Inc.
ITW / Illinois Tool Works Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ROP / Roper Technologies, Inc.
SM / SM Energy Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AVAV / AeroVironment, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
EPRT / Essential Properties Realty Trust, Inc.
CGDG / Capital Group Dividend Growers ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
CAT / Caterpillar Inc.
ETSY / Etsy, Inc.
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF
KNSL / Kinsale Capital Group, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
DIS / The Walt Disney Company
PPI / Investment Managers Series Trust II - Astoria Real Assets ETF
CGGR / Capital Group Growth ETF
ADP / Automatic Data Processing, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
TSPA / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
ALL / The Allstate Corporation
BSJT / Invesco BulletShares 2029 High Yield Corporate Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
MANH / Manhattan Associates, Inc.
JLL / Jones Lang LaSalle Incorporated
VRNS / Varonis Systems, Inc.
SCO / ProShares Trust II - ProShares UltraShort Bloomberg Crude Oil
ARIS / Aris Water Solutions, Inc.
WT / WisdomTree, Inc.
PCN / PIMCO Corporate & Income Strategy Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
KMI / Kinder Morgan, Inc.
SAND / Sandstorm Gold Ltd.
SCHW / The Charles Schwab Corporation
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
ABBV / AbbVie Inc.
SBUX / Starbucks Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
ALB / Albemarle Corporation
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
SWBI / Smith & Wesson Brands, Inc.
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
HL / Hecla Mining Company
MMM / 3M Company
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
GVA / Granite Construction Incorporated
UAL / United Airlines Holdings, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
CGUS / Capital Group Core Equity ETF
LEGN / Legend Biotech Corporation - Depositary Receipt (Common Stock)
BRK.B / Berkshire Hathaway Inc.
FN / Fabrinet
RIVN / Rivian Automotive, Inc.
BSJS / Invesco BulletShares 2028 High Yield Corporate Bond ETF
BTG / B2Gold Corp.
MRK / Merck & Co., Inc.
CARG / CarGurus, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SLV / iShares Silver Trust
COCO / The Vita Coco Company, Inc.
DOCU / DocuSign, Inc.
CUBE / CubeSmart
PIPR / Piper Sandler Companies
WMG / Warner Music Group Corp.
EAT / Brinker International, Inc.
POR / Portland General Electric Company
EQH / Equitable Holdings, Inc.
UXIN / Uxin Limited - Depositary Receipt (Common Stock)
ETN / Eaton Corporation plc
CTSH / Cognizant Technology Solutions Corporation
BTC / Grayscale Bitcoin Mini Trust
XTWO / BondBloxx ETF Trust - BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
AOS / A. O. Smith Corporation
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
LNTH / Lantheus Holdings, Inc.
ROE / EA Series Trust - Astoria US Equal Weight Quality Kings ETF
EXPD / Expeditors International of Washington, Inc.
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
TT / Trane Technologies plc
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
CART / Maplebear Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
LITE / Lumentum Holdings Inc.
CEG / Constellation Energy Corporation
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
IEUR / iShares Trust - iShares Core MSCI Europe ETF
AAMI / Acadian Asset Management Inc.
HSY / The Hershey Company
OC / Owens Corning
BTZI / BOTS, Inc.
LEU / Centrus Energy Corp.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
FSS / Federal Signal Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
C / Citigroup Inc. - Corporate Bond/Note
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
AAPL / Apple Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
AAL / American Airlines Group Inc.
JPM / JPMorgan Chase & Co.
VZ / Verizon Communications Inc.
TKNO / Alpha Teknova, Inc.
IXC / iShares Trust - iShares Global Energy ETF
BMY / Bristol-Myers Squibb Company
STNG / Scorpio Tankers Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IONQ / IonQ, Inc.
DCTH / Delcath Systems, Inc.
COR / Cencora, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
BAC / Bank of America Corporation
SOFI / SoFi Technologies, Inc.
NEM / Newmont Corporation
CVS / CVS Health Corporation
GE / General Electric Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
CAH / Cardinal Health, Inc.
ETON / Eton Pharmaceuticals, Inc.
NEWT / NewtekOne, Inc.
AGGA / EA Series Trust - Astoria Dynamic Core US Fixed Income ETF
SEIC / SEI Investments Company
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
DD / DuPont de Nemours, Inc.
CAKE / The Cheesecake Factory Incorporated
TFC / Truist Financial Corporation
POWL / Powell Industries, Inc.
WST / West Pharmaceutical Services, Inc.
PRU / Prudential Financial, Inc.
CTVA / Corteva, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IWR / iShares Trust - iShares Russell Mid-Cap ETF
EXC / Exelon Corporation
ABEO / Abeona Therapeutics Inc.
CDNS / Cadence Design Systems, Inc.
UBER / Uber Technologies, Inc.
GPRO / GoPro, Inc.
AEFC / AEGON Funding Company LLC - Corporate Bond/Note
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
TBRG / TruBridge, Inc.
HQY / HealthEquity, Inc.
CCK / Crown Holdings, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
NVDA / NVIDIA Corporation
AZZ / AZZ Inc.
ZVIA / Zevia PBC
TECX / Tectonic Therapeutic, Inc.
COF / Capital One Financial Corporation
STRL / Sterling Infrastructure, Inc.
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
HLI / Houlihan Lokey, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
SFIX / Stitch Fix, Inc.
ITRI / Itron, Inc.
ENZC / Enzolytics, Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
MU / Micron Technology, Inc.
D / Dominion Energy, Inc.
BBIO / BridgeBio Pharma, Inc.
KINS / Kingstone Companies, Inc.
PVLA / Palvella Therapeutics, Inc.
ONON / On Holding AG
ANF / Abercrombie & Fitch Co.
GLD / SPDR Gold Trust
BA / The Boeing Company
NFLX / Netflix, Inc.
MRVL / Marvell Technology, Inc.
GRMN / Garmin Ltd.
ADBE / Adobe Inc.
CRM / Salesforce, Inc.
AXP / American Express Company
GOOGL / Alphabet Inc.