Market Value1,368,665,294
Total Holdings605
File Date2024-04-10
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)
UNM / Unum Group
UBER / Uber Technologies, Inc.
HAL / Halliburton Company
DVN / Devon Energy Corporation
KD / Kyndryl Holdings, Inc.
COIN / Coinbase Global, Inc.
CVX / Chevron Corporation
ROK / Rockwell Automation, Inc.
SOFI / SoFi Technologies, Inc.
AM / Antero Midstream Corporation
GD / General Dynamics Corporation
CHD / Church & Dwight Co., Inc.
GPN / Global Payments Inc.
AMBP / Ardagh Metal Packaging S.A.
CNXC / Concentrix Corporation
HE / Hawaiian Electric Industries, Inc.
SGMO / Sangamo Therapeutics, Inc.
ISHG / iShares Trust - iShares 1-3 Year International Treasury Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
BEN / Franklin Resources, Inc.
BKNG / Booking Holdings Inc.
HUM / Humana Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
CMF / iShares Trust - iShares California Muni Bond ETF
SJM / The J. M. Smucker Company
COO / The Cooper Companies, Inc.
MDB / MongoDB, Inc.
CLVT / Clarivate Plc
FND / Floor & Decor Holdings, Inc.
BDX / Becton, Dickinson and Company
PRCH / Porch Group, Inc.
PXD / Pioneer Natural Resources Company
OSUR / OraSure Technologies, Inc.
CCCS / CCC Intelligent Solutions Holdings Inc.
IEX / IDEX Corporation
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
DMYI.U / dMY Technology Group, Inc. III Units, each consisting of one share of Class A common stock and one-f
CUE / Cue Biopharma, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
INVZ / Innoviz Technologies Ltd.
LVS / Las Vegas Sands Corp.
AXP / American Express Company
SYNA / Synaptics Incorporated
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
L / Loews Corporation
PLTR / Palantir Technologies Inc.
CTVA / Corteva, Inc.
SPGI / S&P Global Inc.
GILD / Gilead Sciences, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
C.WSA / Citigroup, Inc.
WRBY / Warby Parker Inc.
MRK / Merck & Co., Inc.
SPOT / Spotify Technology S.A.
UL / Unilever PLC - Depositary Receipt (Common Stock)
MS / Morgan Stanley
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
ZION / Zions Bancorporation, National Association
CINF / Cincinnati Financial Corporation
POOL / Pool Corporation
UNP / Union Pacific Corporation
MNST / Monster Beverage Corporation
ABT / Abbott Laboratories
TTD / The Trade Desk, Inc.
SLB / Schlumberger Limited
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
LPLA / LPL Financial Holdings Inc.
AMAT / Applied Materials, Inc.
DE / Deere & Company
MTB / M&T Bank Corporation
ZM / Zoom Communications Inc.
AON / Aon plc
GEHC / GE HealthCare Technologies Inc.
OVV / Ovintiv Inc.
ADBE / Adobe Inc.
FDX / FedEx Corporation
LRCX / Lam Research Corporation
AMP / Ameriprise Financial, Inc.
URI / United Rentals, Inc.
PTC / PTC Inc.
ED / Consolidated Edison, Inc.
MCD / McDonald's Corporation
JAZZ / Jazz Pharmaceuticals plc
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
KR / The Kroger Co.
BIIB / Biogen Inc.
V / Visa Inc.
TSCO / Tractor Supply Company
PPG / PPG Industries, Inc.
MPC / Marathon Petroleum Corporation
GWW / W.W. Grainger, Inc.
EOG / EOG Resources, Inc.
IBM / International Business Machines Corporation
CDNS / Cadence Design Systems, Inc.
VRSK / Verisk Analytics, Inc.
FCN / FTI Consulting, Inc.
INTU / Intuit Inc.
LLY / Eli Lilly and Company
RITM / Rithm Capital Corp.
AMD / Advanced Micro Devices, Inc.
ZTS / Zoetis Inc.
NUE / Nucor Corporation
LOW / Lowe's Companies, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
USB / U.S. Bancorp
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DHI / D.R. Horton, Inc.
ADI / Analog Devices, Inc.
AME / AMETEK, Inc.
COR / Cencora, Inc.
STZ / Constellation Brands, Inc.
FTNT / Fortinet, Inc.
WBD / Warner Bros. Discovery, Inc.
WBA / Walgreens Boots Alliance, Inc.
ZG / Zillow Group, Inc.
HIG / The Hartford Insurance Group, Inc.
SRE / Sempra
DOOR / Masonite International Corporation
LEN / Lennar Corporation
BLDR / Builders FirstSource, Inc.
VLO / Valero Energy Corporation
GRMN / Garmin Ltd.
ROL / Rollins, Inc.
SPG / Simon Property Group, Inc.
AOS / A. O. Smith Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
AFL / Aflac Incorporated
JCI / Johnson Controls International plc
A / Agilent Technologies, Inc.
PFG / Principal Financial Group, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ROST / Ross Stores, Inc.
LIN / Linde plc
SO / The Southern Company
ODFL / Old Dominion Freight Line, Inc.
FBIN / Fortune Brands Innovations, Inc.
APD / Air Products and Chemicals, Inc.
BURL / Burlington Stores, Inc.
APH / Amphenol Corporation
PRU / Prudential Financial, Inc.
NXPI / NXP Semiconductors N.V.
DVA / DaVita Inc.
OPEN / Opendoor Technologies Inc.
STLD / Steel Dynamics, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
PCAR / PACCAR Inc
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
ORLY / O'Reilly Automotive, Inc.
EXC / Exelon Corporation
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
WBS / Webster Financial Corporation
SCCO / Southern Copper Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
XIFR / XPLR Infrastructure, LP - Limited Partnership
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
VEEV / Veeva Systems Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DLR / Digital Realty Trust, Inc.
TGT / Target Corporation
ZS / Zscaler, Inc.
DD / DuPont de Nemours, Inc.
TRGP / Targa Resources Corp.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
SON / Sonoco Products Company
SHEL / Shell plc - Depositary Receipt (Common Stock)
PCG / PG&E Corporation
FICO / Fair Isaac Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
VRSN / VeriSign, Inc.
CEG / Constellation Energy Corporation
GS / The Goldman Sachs Group, Inc.
CTAS / Cintas Corporation
CI / The Cigna Group
PNR / Pentair plc
MCK / McKesson Corporation
BPOP / Popular, Inc.
UPS / United Parcel Service, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
TMUS / T-Mobile US, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ADP / Automatic Data Processing, Inc.
LNG / Cheniere Energy, Inc.
EW / Edwards Lifesciences Corporation
BR / Broadridge Financial Solutions, Inc.
SYY / Sysco Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PFE / Pfizer Inc.
YUM / Yum! Brands, Inc.
FCX / Freeport-McMoRan Inc.
GOOG / Alphabet Inc.
RDFN / Redfin Corporation
VMC / Vulcan Materials Company
JNJ / Johnson & Johnson
ECL / Ecolab Inc.
IDXX / IDEXX Laboratories, Inc.
OCGN / Ocugen, Inc.
COST / Costco Wholesale Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
RXRX / Recursion Pharmaceuticals, Inc.
IR / Ingersoll Rand Inc.
NWL / Newell Brands Inc.
WDAY / Workday, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
CBOE / Cboe Global Markets, Inc.
RSG / Republic Services, Inc.
MDT / Medtronic plc
CSCO / Cisco Systems, Inc.
SYK / Stryker Corporation
TEL / TE Connectivity plc
EQIX / Equinix, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
EFX / Equifax Inc.
CL / Colgate-Palmolive Company
ICE / Intercontinental Exchange, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
NVDA / NVIDIA Corporation
FANG / Diamondback Energy, Inc.
CARR / Carrier Global Corporation
COF / Capital One Financial Corporation
RGA / Reinsurance Group of America, Incorporated
PYPL / PayPal Holdings, Inc.
CB / Chubb Limited
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SNV / Synovus Financial Corp.
AMT / American Tower Corporation
WELL / Welltower Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VFH / Vanguard World Fund - Vanguard Financials ETF
HTZ / Hertz Global Holdings, Inc.
KHC / The Kraft Heinz Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
CHTR / Charter Communications, Inc.
EWBC / East West Bancorp, Inc.
HBAN / Huntington Bancshares Incorporated
WMT / Walmart Inc.
COP / ConocoPhillips
FDS / FactSet Research Systems Inc.
WMB / The Williams Companies, Inc.
PEP / PepsiCo, Inc.
MPLX / MPLX LP - Limited Partnership
KKR / KKR & Co. Inc.
TT / Trane Technologies plc
DAL / Delta Air Lines, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
STT / State Street Corporation
D / Dominion Energy, Inc.
CSX / CSX Corporation
AJG / Arthur J. Gallagher & Co.
ULTA / Ulta Beauty, Inc.
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
CMG / Chipotle Mexican Grill, Inc.
PPC / Pilgrim's Pride Corporation
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF
NKE / NIKE, Inc.
TMO / Thermo Fisher Scientific Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
NEE / NextEra Energy, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
BA / The Boeing Company
OBDC / Blue Owl Capital Corporation
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
LAZR / Luminar Technologies, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
NOV / NOV Inc.
ADM / Archer-Daniels-Midland Company
MCHP / Microchip Technology Incorporated
MRO / Marathon Oil Corporation
PKG / Packaging Corporation of America
NET / Cloudflare, Inc.
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
APA / APA Corporation
SWN / Southwestern Energy Company
TSVT / 2seventy bio, Inc.
META / Meta Platforms, Inc.
LW / Lamb Weston Holdings, Inc.
NRGU / MicroSectors U.S. Big Oil 3× Leveraged ETNs due February 17, 2045
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
UBS / UBS Group AG
VTV / Vanguard Index Funds - Vanguard Value ETF
KEYS / Keysight Technologies, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SHW / The Sherwin-Williams Company
DAY / Dayforce Inc.
XEL / Xcel Energy Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
AVGO / Broadcom Inc.
IT / Gartner, Inc.
NYF / iShares Trust - iShares New York Muni Bond ETF
DIS / The Walt Disney Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CMA / Comerica Incorporated
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
NOC / Northrop Grumman Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SCHW / The Charles Schwab Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
MPWR / Monolithic Power Systems, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
WRB / W. R. Berkley Corporation
SHV / iShares Trust - iShares Short Treasury Bond ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
QCOM / QUALCOMM Incorporated
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
RTX / RTX Corporation
AIG / American International Group, Inc.
PWR / Quanta Services, Inc.
OHI / Omega Healthcare Investors, Inc.
QQQ / Invesco QQQ Trust, Series 1
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
NCLH / Norwegian Cruise Line Holdings Ltd.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
OTIS / Otis Worldwide Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
TRV / The Travelers Companies, Inc.
BMY / Bristol-Myers Squibb Company
EBAY / eBay Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BK / The Bank of New York Mellon Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
ELV / Elevance Health, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
MSI / Motorola Solutions, Inc.
GIS / General Mills, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
ET / Energy Transfer LP - Limited Partnership
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
KMI / Kinder Morgan, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
CAT / Caterpillar Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
TXT / Textron Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
TMFG / The RBB Fund, Inc. - Motley Fool Global Opportunities ETF
HWM / Howmet Aerospace Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
EXPD / Expeditors International of Washington, Inc.
SHOP / Shopify Inc.
SBUX / Starbucks Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ABBV / AbbVie Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
IHI / iShares Trust - iShares U.S. Medical Devices ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
BSX / Boston Scientific Corporation
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
PH / Parker-Hannifin Corporation
DG / Dollar General Corporation
NTAP / NetApp, Inc.
HES / Hess Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MDY / SPDR S&P MidCap 400 ETF Trust
CME / CME Group Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
PLD / Prologis, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
MUSA / Murphy USA Inc.
Z / Zillow Group, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
DOV / Dover Corporation
PSX / Phillips 66
F / Ford Motor Company
CSGP / CoStar Group, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IWV / iShares Trust - iShares Russell 3000 ETF
NLY / Annaly Capital Management, Inc.
ISRG / Intuitive Surgical, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
NU / Nu Holdings Ltd.
NOW / ServiceNow, Inc.
COMP / Compass, Inc.
CNC / Centene Corporation
BAC / Bank of America Corporation
FITB / Fifth Third Bancorp
CTSH / Cognizant Technology Solutions Corporation
SPWR / Complete Solaria, Inc.
PAYX / Paychex, Inc.
WST / West Pharmaceutical Services, Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
MO / Altria Group, Inc.
CAH / Cardinal Health, Inc.
PM / Philip Morris International Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GOOGL / Alphabet Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
AGNC / AGNC Investment Corp.
CTRA / Coterra Energy Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
CPRT / Copart, Inc.
ACN / Accenture plc
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
APO / Apollo Global Management, Inc.
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
OKE / ONEOK, Inc.
FAST / Fastenal Company
T / AT&T Inc.
RCL / Royal Caribbean Cruises Ltd.
MAR / Marriott International, Inc.
FI / Fiserv, Inc.
DFS / Discover Financial Services
MA / Mastercard Incorporated
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
DXCM / DexCom, Inc.
SPY / SPDR S&P 500 ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
HON / Honeywell International Inc.
ENB / Enbridge Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FTV / Fortive Corporation
ARCC / Ares Capital Corporation
ABNB / Airbnb, Inc.
HD / The Home Depot, Inc.
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
CMCSA / Comcast Corporation
TDG / TransDigm Group Incorporated
RMD / ResMed Inc.
RKT / Rocket Companies, Inc.
ALGN / Align Technology, Inc.
WY / Weyerhaeuser Company
SNAP / Snap Inc.
IBB / iShares Trust - iShares Biotechnology ETF
ANET / Arista Networks Inc
EA / Electronic Arts Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
CMI / Cummins Inc.
DASH / DoorDash, Inc.
VZ / Verizon Communications Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
UWMC / UWM Holdings Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
FRGE / Forge Global Holdings, Inc.
VTEC / Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF
FHN / First Horizon Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
LMT / Lockheed Martin Corporation
HPQ / HP Inc.
ADSK / Autodesk, Inc.
MAS / Masco Corporation
PG / The Procter & Gamble Company
XOM / Exxon Mobil Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ALL / The Allstate Corporation
DUK / Duke Energy Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
SNOW / Snowflake Inc.
FEN / First Trust Energy Income and Growth Fund
MHK / Mohawk Industries, Inc.
QRVO / Qorvo, Inc.
IVZ / Invesco Ltd.
ORCL / Oracle Corporation
BBWI / Bath & Body Works, Inc.
TSLA / Tesla, Inc.
ITW / Illinois Tool Works Inc.
MRNA / Moderna, Inc.
MU / Micron Technology, Inc.
LH / Labcorp Holdings Inc.
NEM / Newmont Corporation
INTC / Intel Corporation
AAPL / Apple Inc.
AMZN / Amazon.com, Inc.
MRVL / Marvell Technology, Inc.
RH / RH
NFLX / Netflix, Inc.
GM / General Motors Company
C / Citigroup Inc. - Corporate Bond/Note
WYNN / Wynn Resorts, Limited
WFC / Wells Fargo & Company
CCL / Carnival Corporation & plc
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SSRM / SSR Mining Inc.
IQV / IQVIA Holdings Inc.
UNH / UnitedHealth Group Incorporated
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
ROP / Roper Technologies, Inc.
BX / Blackstone Inc.
AZO / AutoZone, Inc.
SNPS / Synopsys, Inc.
WOOF / Petco Health and Wellness Company, Inc.
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
LYB / LyondellBasell Industries N.V.
PGR / The Progressive Corporation
AMGN / Amgen Inc.
DOW / Dow Inc.
CDW / CDW Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
GEV / GE Vernova Inc.
HII / Huntington Ingalls Industries, Inc.
SQ / Block, Inc.
MMC / Marsh & McLennan Companies, Inc.
TMFM / The RBB Fund, Inc. - Motley Fool Mid-Cap Growth ETF
FYBR / Frontier Communications Parent, Inc.
CPB / The Campbell's Company
RY / Royal Bank of Canada
OGN / Organon & Co.
ETN / Eaton Corporation plc
PEG / Public Service Enterprise Group Incorporated
TFC / Truist Financial Corporation
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
OMC / Omnicom Group Inc.
ANSS / ANSYS, Inc.
BKR / Baker Hughes Company
PHM / PulteGroup, Inc.
CVS / CVS Health Corporation
KLAC / KLA Corporation
CRWD / CrowdStrike Holdings, Inc.
S / SentinelOne, Inc.
CRM / Salesforce, Inc.
JPM / JPMorgan Chase & Co.
LCID / Lucid Group, Inc.
DV / DoubleVerify Holdings, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
PANW / Palo Alto Networks, Inc.
TER / Teradyne, Inc.
CFG / Citizens Financial Group, Inc.
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
COO / The Cooper Companies, Inc.
MDLZ / Mondelez International, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
MLM / Martin Marietta Materials, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
EG / Everest Group, Ltd.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DVY / iShares Trust - iShares Select Dividend ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
REGN / Regeneron Pharmaceuticals, Inc.
EQT / EQT Corporation
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
HRB / H&R Block, Inc.
KMB / Kimberly-Clark Corporation
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
RVMD / Revolution Medicines, Inc.
NSC / Norfolk Southern Corporation
PNC / The PNC Financial Services Group, Inc.
KVUE / Kenvue Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
MSCI / MSCI Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
MGM / MGM Resorts International
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
OLPX / Olaplex Holdings, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
WAL / Western Alliance Bancorporation
MET / MetLife, Inc.
ACGL / Arch Capital Group Ltd.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
CBRE / CBRE Group, Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
BRK.B / Berkshire Hathaway Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
HCA / HCA Healthcare, Inc.
TJX / The TJX Companies, Inc.
M / Macy's, Inc.
AR / Antero Resources Corporation
KO / The Coca-Cola Company
WM / Waste Management, Inc.
OXY / Occidental Petroleum Corporation
VALE / Vale S.A. - Depositary Receipt (Common Stock)
EMR / Emerson Electric Co.
IWB / iShares Trust - iShares Russell 1000 ETF
MRVI / Maravai LifeSciences Holdings, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
GE / General Electric Company
DHR / Danaher Corporation
HLT / Hilton Worldwide Holdings Inc.
XYL / Xylem Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
ENTG / Entegris, Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
FLT / Corpay, Inc.
WDFC / WD-40 Company
BBY / Best Buy Co., Inc.
TXN / Texas Instruments Incorporated
SAP / SAP SE - Depositary Receipt (Common Stock)
WING / Wingstop Inc.
HOG / Harley-Davidson, Inc.
LULU / lululemon athletica inc.
MCO / Moody's Corporation
NWSA / News Corporation
PK / Park Hotels & Resorts Inc.
EXE / Expand Energy Corporation
HOLX / Hologic, Inc.
DRVN / Driven Brands Holdings Inc.