Market Value1,639,750,644
Total Holdings624
File Date2024-11-12
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)
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
HASI / HA Sustainable Infrastructure Capital, Inc.
IEV / iShares Trust - iShares Europe ETF
SOFI / SoFi Technologies, Inc.
CGUS / Capital Group Core Equity ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
TSLA / Tesla, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
AMZN / Amazon.com, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
BKNG / Booking Holdings Inc.
ORCL / Oracle Corporation
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
TIP / iShares Trust - iShares TIPS Bond ETF
CRVS / Corvus Pharmaceuticals, Inc.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
VLTO / Veralto Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
CVS / CVS Health Corporation
VNM / VanEck ETF Trust - VanEck Vietnam ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
AGGH / Simplify Exchange Traded Funds - Simplify Aggregate Bond ETF
IBUY / Amplify ETF Trust - Amplify Online Retail ETF
IBB / iShares Trust - iShares Biotechnology ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
IBM / International Business Machines Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
DKNG / DraftKings Inc.
AMAT / Applied Materials, Inc.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
AVRE / American Century ETF Trust - Avantis Real Estate ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
TFC / Truist Financial Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MU / Micron Technology, Inc.
META / Meta Platforms, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
FCX / Freeport-McMoRan Inc.
SHOP / Shopify Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
ROM / ProShares Trust - ProShares Ultra Technology
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
AXP / American Express Company
ERC / Allspring Multi-Sector Income Fund
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
ABT / Abbott Laboratories
IAU / iShares Gold Trust
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
RIG / Transocean Ltd.
QQQ / Invesco QQQ Trust, Series 1
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
TTD / The Trade Desk, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
CRM / Salesforce, Inc.
VRT / Vertiv Holdings Co
VEEV / Veeva Systems Inc.
AMD / Advanced Micro Devices, Inc.
NCA / Nuveen California Municipal Value Fund
ETN / Eaton Corporation plc
TT / Trane Technologies plc
TFFP / TFF Pharmaceuticals, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
NFLX / Netflix, Inc.
AFG / American Financial Group, Inc.
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
FSK / FS KKR Capital Corp.
EFX / Equifax Inc.
MRK / Merck & Co., Inc.
UPS / United Parcel Service, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
IWB / iShares Trust - iShares Russell 1000 ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
MBB / iShares Trust - iShares MBS ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
AWF / AllianceBernstein Global High Income Fund
IVE / iShares Trust - iShares S&P 500 Value ETF
FAD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Growth AlphaDEX Fund
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
STX / Seagate Technology Holdings plc
HUBB / Hubbell Incorporated
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
WMT / Walmart Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
BX / Blackstone Inc.
ENVX / Enovix Corporation
ANET / Arista Networks Inc
BOH / Bank of Hawaii Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
ANSS / ANSYS, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
COST / Costco Wholesale Corporation
CAT / Caterpillar Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BMY / Bristol-Myers Squibb Company
AMLIF / American Lithium Corp.
FTXP / Foothills Exploration, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SBUX / Starbucks Corporation
MSTR / Strategy Inc
IWD / iShares Trust - iShares Russell 1000 Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
AVAV / AeroVironment, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
TROW / T. Rowe Price Group, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
GILD / Gilead Sciences, Inc.
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
ICE / Intercontinental Exchange, Inc.
CRWD / CrowdStrike Holdings, Inc.
SLV / iShares Silver Trust
NOW / ServiceNow, Inc.
JNJ / Johnson & Johnson
CVX / Chevron Corporation
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
GBTC / Grayscale Bitcoin Trust (BTC)
MTBA / Simplify Exchange Traded Funds - Simplify MBS ETF
KEY / KeyCorp
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
ES / Eversource Energy
LMT / Lockheed Martin Corporation
NUE / Nucor Corporation
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
AMP / Ameriprise Financial, Inc.
DHR / Danaher Corporation
MSI / Motorola Solutions, Inc.
BSX / Boston Scientific Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
GE / General Electric Company
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
WM / Waste Management, Inc.
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
AVGO / Broadcom Inc.
MMM / 3M Company
TMUS / T-Mobile US, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
MDT / Medtronic plc
USB / U.S. Bancorp
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
SPY / SPDR S&P 500 ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
HFWA / Heritage Financial Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
XAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - August
EWJ / iShares, Inc. - iShares MSCI Japan ETF
GJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July
US530715AG61 / Liberty Media, Bond 4%, Due 11/15/2029
ARKK / ARK ETF Trust - ARK Innovation ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
V / Visa Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MUB / iShares Trust - iShares National Muni Bond ETF
AVSF / American Century ETF Trust - Avantis Short-Term Fixed Income ETF
SIL / Global X Funds - Global X Silver Miners ETF
F / Ford Motor Company
CTA / Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF
WFC / Wells Fargo & Company
AEM / Agnico Eagle Mines Limited
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
BBY / Best Buy Co., Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
COP / ConocoPhillips
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
IVDA / Iveda Solutions, Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
BK * / The Bank of New York Mellon Corporation
HIG / The Hartford Insurance Group, Inc.
CGDV / Capital Group Dividend Value ETF
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
BUCK / Simplify Exchange Traded Funds - Simplify Treasury Option Income ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
URTH / iShares, Inc. - iShares MSCI World ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
NEE / NextEra Energy, Inc.
CGGR / Capital Group Growth ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ABBV / AbbVie Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
DGRO / iShares Trust - iShares Core Dividend Growth ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
EXE / Expand Energy Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
SOXX / iShares Trust - iShares Semiconductor ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
GOOG / Alphabet Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
TMO / Thermo Fisher Scientific Inc.
REGN / Regeneron Pharmaceuticals, Inc.
U / Unity Software Inc.
T / AT&T Inc.
DG / Dollar General Corporation
DEHP / Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
HD / The Home Depot, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AMT / American Tower Corporation
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
XYL / Xylem Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PCAR / PACCAR Inc
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
CTSH / Cognizant Technology Solutions Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
GVIP / Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
EIX / Edison International
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DUK / Duke Energy Corporation
XPRO / Expro Group Holdings N.V.
CSCO / Cisco Systems, Inc.
GLD / SPDR Gold Trust
VRTX / Vertex Pharmaceuticals Incorporated
BN / Brookfield Corporation
JGLO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
BMO / Bank of Montreal
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
BIIB / Biogen Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
CCL / Carnival Corporation & plc
PG / The Procter & Gamble Company
USRT / iShares Trust - iShares Core U.S. REIT ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
APD / Air Products and Chemicals, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
AVXL / Anavex Life Sciences Corp.
GEV / GE Vernova Inc.
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
JPM / JPMorgan Chase & Co.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
IWM / iShares Trust - iShares Russell 2000 ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CMI / Cummins Inc.
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
IR / Ingersoll Rand Inc.
LLY / Eli Lilly and Company
PEP / PepsiCo, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
TGT / Target Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
BA / The Boeing Company
TRGP / Targa Resources Corp.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
AAPL / Apple Inc.
SLG / SL Green Realty Corp.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
IBIT / iShares Bitcoin Trust ETF
NVDA / NVIDIA Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BRK.B / Berkshire Hathaway Inc.
CMCT / Creative Media & Community Trust Corporation
WGMI / Valkyrie ETF Trust II - CoinShares Bitcoin Mining ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
XLSR / SSGA Active Trust - SPDR SSGA US Sector Rotation ETF
FDX / FedEx Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
DHI / D.R. Horton, Inc.
OPEN / Opendoor Technologies Inc.
IRM / Iron Mountain Incorporated
UTG / Reaves Utility Income Fund
DAT / ProShares Trust - ProShares Big Data Refiners ETF
FSCO / FS Credit Opportunities Corp.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
PFE / Pfizer Inc.
GOOGL / Alphabet Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
PANW / Palo Alto Networks, Inc.
PGR / The Progressive Corporation
ITW / Illinois Tool Works Inc.
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
ORLY / O'Reilly Automotive, Inc.
RNA / Avidity Biosciences, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
BAC / Bank of America Corporation
COIN / Coinbase Global, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
EW / Edwards Lifesciences Corporation
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
HON / Honeywell International Inc.
NKE / NIKE, Inc.
BYON / Beyond, Inc.
QS / QuantumScape Corporation
CTVA / Corteva, Inc.
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MSFT / Microsoft Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
KOPN / Kopin Corporation
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
DE / Deere & Company
WCBR / WisdomTree Trust - WisdomTree Cybersecurity Fund
ADBE / Adobe Inc.
MDLZ / Mondelez International, Inc.
GAP / The Gap, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
PCT / PureCycle Technologies, Inc.
OKE / ONEOK, Inc.
ET / Energy Transfer LP - Limited Partnership
UBER / Uber Technologies, Inc.
SNAP / Snap Inc.
BITF / Bitfarms Ltd.
SO / The Southern Company
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
RY / Royal Bank of Canada
RTX / RTX Corporation
MA / Mastercard Incorporated
GNRC / Generac Holdings Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
NVS / Novartis AG - Depositary Receipt (Common Stock)
PINS / Pinterest, Inc.
GM / General Motors Company
GD / General Dynamics Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
AGNC / AGNC Investment Corp.
CCJ / Cameco Corporation
LNG / Cheniere Energy, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
BP / BP p.l.c. - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
O / Realty Income Corporation
HSY / The Hershey Company
UNH / UnitedHealth Group Incorporated
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DOW / Dow Inc.
DD / DuPont de Nemours, Inc.
AA / Alcoa Corporation
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
WY / Weyerhaeuser Company
VERU / Veru Inc.
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
SYY / Sysco Corporation
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
LHX / L3Harris Technologies, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
TTEK / Tetra Tech, Inc.
PAYX / Paychex, Inc.
PM / Philip Morris International Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
WDFC / WD-40 Company
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ECL / Ecolab Inc.
FMDE / Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
NARI / Inari Medical, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
KMB / Kimberly-Clark Corporation
FISR / SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF
BTC / Grayscale Bitcoin Mini Trust
FBTC / Fidelity Wise Origin Bitcoin Fund
FAX / Abrdn Asia-Pacific Income Fund Inc
PLD / Prologis, Inc.
NTRA / Natera, Inc.
SFL / SFL Corporation Ltd.
ADSK / Autodesk, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
INTU / Intuit Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
AHR / American Healthcare REIT, Inc.
GME / GameStop Corp.
IWV / iShares Trust - iShares Russell 3000 ETF
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
MLM / Martin Marietta Materials, Inc.
SCCO / Southern Copper Corporation
TXN / Texas Instruments Incorporated
NAC / Nuveen California Quality Municipal Income Fund
PH / Parker-Hannifin Corporation
ALNY / Alnylam Pharmaceuticals, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
ZVIA / Zevia PBC
JCI / Johnson Controls International plc
IWC / iShares Trust - iShares Micro-Cap ETF
ACN / Accenture plc
SHV / iShares Trust - iShares Short Treasury Bond ETF
APH / Amphenol Corporation
ICLR / ICON Public Limited Company
SNPS / Synopsys, Inc.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
SYK / Stryker Corporation
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
DELL / Dell Technologies Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
TJX / The TJX Companies, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
BTZ / BlackRock Credit Allocation Income Trust
AMGN / Amgen Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
SJM / The J. M. Smucker Company
GCI / Gannett Co., Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
CDNS / Cadence Design Systems, Inc.
ADP / Automatic Data Processing, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
S5L / Standard Lithium Ltd.
EVLV / Evolv Technologies Holdings, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
XOM / Exxon Mobil Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
MO / Altria Group, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ZTS / Zoetis Inc.
NU / Nu Holdings Ltd.
UNP / Union Pacific Corporation
OXY / Occidental Petroleum Corporation
DAL / Delta Air Lines, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PHM / PulteGroup, Inc.
URI / United Rentals, Inc.
ROKU / Roku, Inc.
GIS / General Mills, Inc.
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
QCOM / QUALCOMM Incorporated
VZ / Verizon Communications Inc.
EXPD / Expeditors International of Washington, Inc.
VFQY / Vanguard Wellington Fund - Vanguard U.S. Quality Factor ETF
MPC / Marathon Petroleum Corporation
PSA / Public Storage
MS / Morgan Stanley
ROK / Rockwell Automation, Inc.
SILJ / Amplify ETF Trust - Amplify Junior Silver Miners ETF
ILMN / Illumina, Inc.
NEM / Newmont Corporation
DCGO / DocGo Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ISRG / Intuitive Surgical, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
INTC / Intel Corporation
MELI / MercadoLibre, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MMC / Marsh & McLennan Companies, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
IFN / The India Fund, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
AFL / Aflac Incorporated
SPGI / S&P Global Inc.
CB / Chubb Limited
TMHC / Taylor Morrison Home Corporation
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
HAIL / SPDR Series Trust - SPDR S&P Kensho Smart Mobility ETF
GEHC / GE HealthCare Technologies Inc.
CLX / The Clorox Company
ON / ON Semiconductor Corporation
SPUS / Tidal Trust I - SP Funds S&P 500 Sharia Industry Exclusions ETF
BNS / The Bank of Nova Scotia
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
PTY / PIMCO Corporate & Income Opportunity Fund
CMCSA / Comcast Corporation
GGN / GAMCO Global Gold, Natural Resources & Income Trust
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
RITM / Rithm Capital Corp.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
DVY / iShares Trust - iShares Select Dividend ETF
ELV / Elevance Health, Inc.
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
MDY / SPDR S&P MidCap 400 ETF Trust
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
GS / The Goldman Sachs Group, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
AON / Aon plc
AMLP / ALPS ETF Trust - Alerian MLP ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
KR / The Kroger Co.
LIN / Linde plc
ZS / Zscaler, Inc.
PSX / Phillips 66
FM / iShares, Inc. - iShares Frontier and Select EM ETF
PRU / Prudential Financial, Inc.
ADI / Analog Devices, Inc.
DVN / Devon Energy Corporation
EMR / Emerson Electric Co.
KMI / Kinder Morgan, Inc.
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
ROST / Ross Stores, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
DIS / The Walt Disney Company
PZZA / Papa John's International, Inc.
PHYS / Sprott Physical Gold Trust
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
C / Citigroup Inc. - Corporate Bond/Note
CAVA / CAVA Group, Inc.
LDOS / Leidos Holdings, Inc.
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
DERM / Journey Medical Corporation
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
HALO / Halozyme Therapeutics, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MDB / MongoDB, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
CSX / CSX Corporation
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
GHYB / Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF
CARR / Carrier Global Corporation
KO / The Coca-Cola Company
PLTR / Palantir Technologies Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
0V5H / Manulife Financial Corporation
MLPA / Global X Funds - Global X MLP ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
MCD / McDonald's Corporation
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
RSG / Republic Services, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PCN / PIMCO Corporate & Income Strategy Fund
LOW / Lowe's Companies, Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
DGT / SPDR Series Trust - SPDR Global Dow ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
GPK / Graphic Packaging Holding Company
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
TRV / The Travelers Companies, Inc.
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF