Market Value1,950,962,611
Total Holdings700
File Date2025-04-14
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)
MP / MP Materials Corp.
KVUE / Kenvue Inc.
HRB / H&R Block, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
CG / The Carlyle Group Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
FFIV / F5, Inc.
OTIS / Otis Worldwide Corporation
CB / Chubb Limited
NOC / Northrop Grumman Corporation
HLT / Hilton Worldwide Holdings Inc.
TMO / Thermo Fisher Scientific Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
WSM / Williams-Sonoma, Inc.
CPRT / Copart, Inc.
RGA / Reinsurance Group of America, Incorporated
BRO / Brown & Brown, Inc.
NYF / iShares Trust - iShares New York Muni Bond ETF
NET / Cloudflare, Inc.
KMI / Kinder Morgan, Inc.
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
NRG / NRG Energy, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
OHI / Omega Healthcare Investors, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
ACN / Accenture plc
SON / Sonoco Products Company
EFA / iShares Trust - iShares MSCI EAFE ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
ELV / Elevance Health, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
DD / DuPont de Nemours, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
FIS / Fidelity National Information Services, Inc.
IAUM / iShares Gold Trust Micro
MAR / Marriott International, Inc.
SNV / Synovus Financial Corp.
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
MMC / Marsh & McLennan Companies, Inc.
WMB / The Williams Companies, Inc.
BMY / Bristol-Myers Squibb Company
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
EQT / EQT Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
DTM / DT Midstream, Inc.
ET / Energy Transfer LP - Limited Partnership
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
V / Visa Inc.
JAZZ / Jazz Pharmaceuticals plc
VFH / Vanguard World Fund - Vanguard Financials ETF
RVMD / Revolution Medicines, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
CFG / Citizens Financial Group, Inc.
PEP / PepsiCo, Inc.
ABBV / AbbVie Inc.
BR / Broadridge Financial Solutions, Inc.
OZK / Bank OZK
NEE / NextEra Energy, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
AMT / American Tower Corporation
AN / AutoNation, Inc.
GEV / GE Vernova Inc.
XIFR / XPLR Infrastructure, LP - Limited Partnership
EXPD / Expeditors International of Washington, Inc.
CPNG / Coupang, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
MPLX / MPLX LP - Limited Partnership
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
MUSA / Murphy USA Inc.
SPR / Spirit AeroSystems Holdings, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CPB / The Campbell's Company
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
ACGL / Arch Capital Group Ltd.
TXN / Texas Instruments Incorporated
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CMG / Chipotle Mexican Grill, Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
MA / Mastercard Incorporated
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
AVB / AvalonBay Communities, Inc.
SPY / SPDR S&P 500 ETF
IRM / Iron Mountain Incorporated
BRK.B / Berkshire Hathaway Inc.
COP / ConocoPhillips
HON / Honeywell International Inc.
NOW / ServiceNow, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
AXON / Axon Enterprise, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
MTSI / MACOM Technology Solutions Holdings, Inc.
YUM / Yum! Brands, Inc.
AMCR / Amcor plc
FYBR / Frontier Communications Parent, Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
TMFM / The RBB Fund, Inc. - Motley Fool Mid-Cap Growth ETF
TMFG / The RBB Fund, Inc. - Motley Fool Global Opportunities ETF
PODD / Insulet Corporation
DRVN / Driven Brands Holdings Inc.
CSGP / CoStar Group, Inc.
ROIV / Roivant Sciences Ltd.
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
RBLX / Roblox Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
OGN / Organon & Co.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
TDG / TransDigm Group Incorporated
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
EWBC / East West Bancorp, Inc.
CMCSA / Comcast Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IHI / iShares Trust - iShares U.S. Medical Devices ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
KO / The Coca-Cola Company
NTSX / WisdomTree Trust - WisdomTree U.S. Efficient Core Fund
IP / International Paper Company
DOV / Dover Corporation
PCG / PG&E Corporation
GLW / Corning Incorporated
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SNAP / Snap Inc.
PH / Parker-Hannifin Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
LMT / Lockheed Martin Corporation
ALGN / Align Technology, Inc.
DASH / DoorDash, Inc.
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
CTAS / Cintas Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
VTEC / Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF
IWV / iShares Trust - iShares Russell 3000 ETF
PPC / Pilgrim's Pride Corporation
HBAN / Huntington Bancshares Incorporated
SRE / Sempra
BKR / Baker Hughes Company
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
PANW / Palo Alto Networks, Inc.
WEC / WEC Energy Group, Inc.
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
MAS / Masco Corporation
EMR / Emerson Electric Co.
ISRG / Intuitive Surgical, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
HAL / Halliburton Company
DVN / Devon Energy Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
CRM / Salesforce, Inc.
ECL / Ecolab Inc.
IDXX / IDEXX Laboratories, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
KMB / Kimberly-Clark Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
IFF / International Flavors & Fragrances Inc.
DOW / Dow Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LYB / LyondellBasell Industries N.V.
ATI / ATI Inc.
CDW / CDW Corporation
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
HCP / HashiCorp, Inc.
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
M / Macy's, Inc.
AA / Alcoa Corporation
HOLX / Hologic, Inc.
FCN / FTI Consulting, Inc.
DELL / Dell Technologies Inc.
RLI / RLI Corp.
OWL / Blue Owl Capital Inc.
ARGT / Global X Funds - Global X MSCI Argentina ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
BBY / Best Buy Co., Inc.
VSTS / Vestis Corporation
UPWK / Upwork Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
DDOG / Datadog, Inc.
KHC / The Kraft Heinz Company
ROK / Rockwell Automation, Inc.
ARES / Ares Management Corporation
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
CCL / Carnival Corporation & plc
TPG / TPG Inc.
SCYB / Schwab Strategic Trust - Schwab High Yield Bond ETF
USFD / US Foods Holding Corp.
GDDY / GoDaddy Inc.
NWL / Newell Brands Inc.
TYL / Tyler Technologies, Inc.
TPL / Texas Pacific Land Corporation
COF / Capital One Financial Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF
WING / Wingstop Inc.
CAH / Cardinal Health, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
RELX / RELX PLC - Depositary Receipt (Common Stock)
K / Kellanova
EXC / Exelon Corporation
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
JNPR / Juniper Networks, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
FOX / Fox Corporation
CI / The Cigna Group
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
PYCR / Paycor HCM, Inc.
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DVY / iShares Trust - iShares Select Dividend ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
MO / Altria Group, Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
MTBA / Simplify Exchange Traded Funds - Simplify MBS ETF
TRV / The Travelers Companies, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
MPWR / Monolithic Power Systems, Inc.
SSRM / SSR Mining Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
QS / QuantumScape Corporation
SEB / Seaboard Corporation
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF
DIS / The Walt Disney Company
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
PYPL / PayPal Holdings, Inc.
OKE / ONEOK, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
FANG / Diamondback Energy, Inc.
DFS / Discover Financial Services
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VRT / Vertiv Holdings Co
FI / Fiserv, Inc.
CMA / Comerica Incorporated
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
PNC / The PNC Financial Services Group, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
PGR / The Progressive Corporation
STT / State Street Corporation
AMGN / Amgen Inc.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
RKT / Rocket Companies, Inc.
FTV / Fortive Corporation
ITW / Illinois Tool Works Inc.
UPS / United Parcel Service, Inc.
VEEV / Veeva Systems Inc.
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
JWN / Nordstrom, Inc.
RL / Ralph Lauren Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
WY / Weyerhaeuser Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
OMC / Omnicom Group Inc.
TGT / Target Corporation
MCK / McKesson Corporation
STE / STERIS plc
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
BN / Brookfield Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
HWM / Howmet Aerospace Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
OXY / Occidental Petroleum Corporation
UHS / Universal Health Services, Inc.
EXE / Expand Energy Corporation
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
PK / Park Hotels & Resorts Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
PSX / Phillips 66
WM / Waste Management, Inc.
UWMC / UWM Holdings Corporation
FICO / Fair Isaac Corporation
PHM / PulteGroup, Inc.
XOM / Exxon Mobil Corporation
HPQ / HP Inc.
HTZ / Hertz Global Holdings, Inc.
VZ / Verizon Communications Inc.
BPOP / Popular, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
PKG / Packaging Corporation of America
MCD / McDonald's Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SCHW / The Charles Schwab Corporation
WDAY / Workday, Inc.
TDOC / Teladoc Health, Inc.
UAL / United Airlines Holdings, Inc.
RF / Regions Financial Corporation
COIN / Coinbase Global, Inc.
XYL / Xylem Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
TEL / TE Connectivity plc
BMRN / BioMarin Pharmaceutical Inc.
MDT / Medtronic plc
GD / General Dynamics Corporation
CHD / Church & Dwight Co., Inc.
RY / Royal Bank of Canada
BKNG / Booking Holdings Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CVX / Chevron Corporation
APO / Apollo Global Management, Inc.
IAU / iShares Gold Trust
IR / Ingersoll Rand Inc.
VRTX / Vertex Pharmaceuticals Incorporated
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
L / Loews Corporation
FE / FirstEnergy Corp.
OPEN / Opendoor Technologies Inc.
NWSA / News Corporation
VRSK / Verisk Analytics, Inc.
SPGI / S&P Global Inc.
AZEK / The AZEK Company Inc.
GILD / Gilead Sciences, Inc.
MLM / Martin Marietta Materials, Inc.
SYK / Stryker Corporation
TTWO / Take-Two Interactive Software, Inc.
SHW / The Sherwin-Williams Company
IT / Gartner, Inc.
SPOT / Spotify Technology S.A.
LOW / Lowe's Companies, Inc.
FITB / Fifth Third Bancorp
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
RBC / RBC Bearings Incorporated
UL / Unilever PLC - Depositary Receipt (Common Stock)
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
PAYX / Paychex, Inc.
RJF / Raymond James Financial, Inc.
WST / West Pharmaceutical Services, Inc.
AMD / Advanced Micro Devices, Inc.
ALL / The Allstate Corporation
T / AT&T Inc.
UNH / UnitedHealth Group Incorporated
SBUX / Starbucks Corporation
HOOD / Robinhood Markets, Inc.
INTU / Intuit Inc.
PSA / Public Storage
DUK / Duke Energy Corporation
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
EPD / Enterprise Products Partners L.P. - Limited Partnership
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ETR / Entergy Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
NKE / NIKE, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
MNST / Monster Beverage Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
ATAI / Atai Life Sciences N.V.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MHK / Mohawk Industries, Inc.
EVRG / Evergy, Inc.
PTC / PTC Inc.
SLB / Schlumberger Limited
LPLA / LPL Financial Holdings Inc.
AR / Antero Resources Corporation
AMAT / Applied Materials, Inc.
NWS / News Corporation
DE / Deere & Company
ESAB / ESAB Corporation
MTB / M&T Bank Corporation
ZM / Zoom Communications Inc.
NDAQ / Nasdaq, Inc.
JKHY / Jack Henry & Associates, Inc.
JPM / JPMorgan Chase & Co.
COR / Cencora, Inc.
AM / Antero Midstream Corporation
AMP / Ameriprise Financial, Inc.
WTW / Willis Towers Watson Public Limited Company
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
FDX / FedEx Corporation
BX / Blackstone Inc.
WBD / Warner Bros. Discovery, Inc.
WBA / Walgreens Boots Alliance, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
MSTR / Strategy Inc
ZI / ZoomInfo Technologies Inc.
BIIB / Biogen Inc.
RACE / Ferrari N.V.
KR / The Kroger Co.
MMM / 3M Company
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
FCX / Freeport-McMoRan Inc.
IBB / iShares Trust - iShares Biotechnology ETF
BLDR / Builders FirstSource, Inc.
TSCO / Tractor Supply Company
EW / Edwards Lifesciences Corporation
MPC / Marathon Petroleum Corporation
HPE / Hewlett Packard Enterprise Company
BROS / Dutch Bros Inc.
IBIT / iShares Bitcoin Trust ETF
STZ / Constellation Brands, Inc.
EOG / EOG Resources, Inc.
IBM / International Business Machines Corporation
GWW / W.W. Grainger, Inc.
ROST / Ross Stores, Inc.
LCID / Lucid Group, Inc.
OCGN / Ocugen, Inc.
RXRX / Recursion Pharmaceuticals, Inc.
JNJ / Johnson & Johnson
XPO / XPO, Inc.
MSI / Motorola Solutions, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
PLTR / Palantir Technologies Inc.
CSCO / Cisco Systems, Inc.
NUE / Nucor Corporation
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
USB / U.S. Bancorp
RITM / Rithm Capital Corp.
DHI / D.R. Horton, Inc.
ADI / Analog Devices, Inc.
MSCI / MSCI Inc.
RNR / RenaissanceRe Holdings Ltd.
ILMN / Illumina, Inc.
CL / Colgate-Palmolive Company
TEAM / Atlassian Corporation
AME / AMETEK, Inc.
A / Agilent Technologies, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ICE / Intercontinental Exchange, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
TRGP / Targa Resources Corp.
FTNT / Fortinet, Inc.
PEG / Public Service Enterprise Group Incorporated
PFG / Principal Financial Group, Inc.
BAC / Bank of America Corporation
UBS / UBS Group AG
TDY / Teledyne Technologies Incorporated
PTON / Peloton Interactive, Inc.
GWRE / Guidewire Software, Inc.
VLO / Valero Energy Corporation
NTRA / Natera, Inc.
SSB / SouthState Bank Corporation
CME / CME Group Inc.
PG / The Procter & Gamble Company
IBKR / Interactive Brokers Group, Inc.
VTR / Ventas, Inc.
MU / Micron Technology, Inc.
BSX / Boston Scientific Corporation
GRMN / Garmin Ltd.
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
AVMV / American Century ETF Trust - Avantis U.S. Mid Cap Value ETF
ALNY / Alnylam Pharmaceuticals, Inc.
NSC / Norfolk Southern Corporation
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
WYNN / Wynn Resorts, Limited
ROL / Rollins, Inc.
ODFL / Old Dominion Freight Line, Inc.
FBIN / Fortune Brands Innovations, Inc.
SPG / Simon Property Group, Inc.
NVDA / NVIDIA Corporation
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
SNSR / Global X Funds - Global X Internet of Things ETF
GOOGL / Alphabet Inc.
BURL / Burlington Stores, Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
LRN / Stride, Inc.
MSFT / Microsoft Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
LUV / Southwest Airlines Co.
S / SentinelOne, Inc.
VTRS / Viatris Inc.
CAG / Conagra Brands, Inc.
LPX / Louisiana-Pacific Corporation
OLN / Olin Corporation
CRGY / Crescent Energy Company
SLVM / Sylvamo Corporation
IQV / IQVIA Holdings Inc.
EG / Everest Group, Ltd.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
PR / Permian Resources Corporation
BDX / Becton, Dickinson and Company
SHC / Sotera Health Company
OLPX / Olaplex Holdings, Inc.
MRVI / Maravai LifeSciences Holdings, Inc.
COLD / Americold Realty Trust, Inc.
MTD / Mettler-Toledo International Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
MGM / MGM Resorts International
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
COLB / Columbia Banking System, Inc.
PPG / PPG Industries, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
FCNCA / First Citizens BancShares, Inc.
UTHR / United Therapeutics Corporation
VSCO / Victoria's Secret & Co.
WAT / Waters Corporation
SQ / Block, Inc.
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
GRAB / Grab Holdings Limited Call
SSNC / SS&C Technologies Holdings, Inc.
ROP / Roper Technologies, Inc.
PNFP / Pinnacle Financial Partners, Inc.
SYF / Synchrony Financial
LIN / Linde plc
CTVA / Corteva, Inc.
SO / The Southern Company
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
HUBS / HubSpot, Inc.
TSLA / Tesla, Inc.
GOOG / Alphabet Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
NFLX / Netflix, Inc.
MS / Morgan Stanley
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
LNC / Lincoln National Corporation
FAST / Fastenal Company
FRGE / Forge Global Holdings, Inc.
PRU / Prudential Financial, Inc.
AAPL / Apple Inc.
DVA / DaVita Inc.
CINF / Cincinnati Financial Corporation
POOL / Pool Corporation
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
ZS / Zscaler, Inc.
SNOW / Snowflake Inc.
ADSK / Autodesk, Inc.
CTSH / Cognizant Technology Solutions Corporation
CVS / CVS Health Corporation
BRK.A / Berkshire Hathaway Inc.
STLD / Steel Dynamics, Inc.
CVNA / Carvana Co.
DUOL / Duolingo, Inc.
VRSN / VeriSign, Inc.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
PNR / Pentair plc
UI / Ubiquiti Inc.
SOFI / SoFi Technologies, Inc.
TMUS / T-Mobile US, Inc.
BLD / TopBuild Corp.
HAYW / Hayward Holdings, Inc.
OC / Owens Corning
CE / Celanese Corporation
ADP / Automatic Data Processing, Inc.
SYY / Sysco Corporation
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
ORLY / O'Reilly Automotive, Inc.
SCCO / Southern Copper Corporation
XEL / Xcel Energy Inc.
F / Ford Motor Company
AMZN / Amazon.com, Inc.
LNG / Cheniere Energy, Inc.
MRVL / Marvell Technology, Inc.
INTC / Intel Corporation
AXP / American Express Company
GEHC / GE HealthCare Technologies Inc.
C / Citigroup Inc. - Corporate Bond/Note
AFRM / Affirm Holdings, Inc.
COO / The Cooper Companies, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
HAIN / The Hain Celestial Group, Inc.
AXS / AXIS Capital Holdings Limited
META / Meta Platforms, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
GIS / General Mills, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
IVZ / Invesco Ltd.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
UNM / Unum Group
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
LH / Labcorp Holdings Inc.
LEN / Lennar Corporation
LHX / L3Harris Technologies, Inc.
CMS / CMS Energy Corporation
SHOP / Shopify Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
AEP / American Electric Power Company, Inc.
D / Dominion Energy, Inc.
ORCL / Oracle Corporation
WAL / Western Alliance Bancorporation
BA / The Boeing Company
LLY / Eli Lilly and Company
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
THC / Tenet Healthcare Corporation
HD / The Home Depot, Inc.
AFL / Aflac Incorporated
DG / Dollar General Corporation
CEG / Constellation Energy Corporation
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
WRB / W. R. Berkley Corporation
APP / AppLovin Corporation
CSX / CSX Corporation
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
DLR / Digital Realty Trust, Inc.
ENB / Enbridge Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CBRE / CBRE Group, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PFE / Pfizer Inc.
EQIX / Equinix, Inc.
KD / Kyndryl Holdings, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
APD / Air Products and Chemicals, Inc.
VST / Vistra Corp.
PLD / Prologis, Inc.
TFC / Truist Financial Corporation
DHR / Danaher Corporation
LRCX / Lam Research Corporation
VICI / VICI Properties Inc.
ANET / Arista Networks Inc
APH / Amphenol Corporation
ETN / Eaton Corporation plc
TWLO / Twilio Inc.
COST / Costco Wholesale Corporation
ANSS / ANSYS, Inc.
MPW / Medical Properties Trust, Inc.
RMD / ResMed Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
Z / Zillow Group, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
GS / The Goldman Sachs Group, Inc.
TJX / The TJX Companies, Inc.
KEY / KeyCorp
HCA / HCA Healthcare, Inc.
UBER / Uber Technologies, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
MCO / Moody's Corporation
AOS / A. O. Smith Corporation
EA / Electronic Arts Inc.
BCY2 / Barclays PLC - Depositary Receipt (Common Stock)
WCN / Waste Connections, Inc.
HES / Hess Corporation
WMT / Walmart Inc.
CMI / Cummins Inc.
RSG / Republic Services, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
EFX / Equifax Inc.
AVGO / Broadcom Inc.
NLY / Annaly Capital Management, Inc.
TER / Teradyne, Inc.
O / Realty Income Corporation
COMP / Compass, Inc.
DRI / Darden Restaurants, Inc.
ZION / Zions Bancorporation, National Association
FHN / First Horizon Corporation
KLAC / KLA Corporation
NEM / Newmont Corporation
PM / Philip Morris International Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
HII / Huntington Ingalls Industries, Inc.
TOST / Toast, Inc.
FLT / Corpay, Inc.
QCOM / QUALCOMM Incorporated
CTRA / Coterra Energy Inc.
DGX / Quest Diagnostics Incorporated
QRVO / Qorvo, Inc.
AGNC / AGNC Investment Corp.
CARR / Carrier Global Corporation
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
URI / United Rentals, Inc.
PCAR / PACCAR Inc
ED / Consolidated Edison, Inc.
DAL / Delta Air Lines, Inc.
OLLI / Ollie's Bargain Outlet Holdings, Inc.
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
REGN / Regeneron Pharmaceuticals, Inc.
WBS / Webster Financial Corporation
BK / The Bank of New York Mellon Corporation
INTF / iShares Trust - iShares International Equity Factor ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
EBAY / eBay Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
GE / General Electric Company
GM / General Motors Company
EQH / Equitable Holdings, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
RCL / Royal Caribbean Cruises Ltd.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SNPS / Synopsys, Inc.
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
WOOF / Petco Health and Wellness Company, Inc.
CDNS / Cadence Design Systems, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CAT / Caterpillar Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
TPR / Tapestry, Inc.
PWR / Quanta Services, Inc.
JCI / Johnson Controls International plc
NU / Nu Holdings Ltd.
IVV / iShares Trust - iShares Core S&P 500 ETF
TT / Trane Technologies plc
RIVN / Rivian Automotive, Inc.
TTD / The Trade Desk, Inc.
ADBE / Adobe Inc.
GPN / Global Payments Inc.
KKR / KKR & Co. Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ABT / Abbott Laboratories
BLK / BlackRock, Inc.
WFC / Wells Fargo & Company
AJG / Arthur J. Gallagher & Co.
ULTA / Ulta Beauty, Inc.
MDLZ / Mondelez International, Inc.
KEYS / Keysight Technologies, Inc.
DXCM / DexCom, Inc.
DOCS / Doximity, Inc.
CRWD / CrowdStrike Holdings, Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
UNP / Union Pacific Corporation
AIG / American International Group, Inc.
RTX / RTX Corporation
AON / Aon plc
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
NTAP / NetApp, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
WAB / Westinghouse Air Brake Technologies Corporation
VMC / Vulcan Materials Company
MET / MetLife, Inc.
WELL / Welltower Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
HIG / The Hartford Insurance Group, Inc.
ZTS / Zoetis Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
EXR / Extra Space Storage Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CBOE / Cboe Global Markets, Inc.
ARCC / Ares Capital Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
TXT / Textron Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
ABNB / Airbnb, Inc.
QQQ / Invesco QQQ Trust, Series 1