Market Value86,880,098
Total Holdings92
File Date2025-04-24
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
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SBUX / Starbucks Corporation
MCO / Moody's Corporation
SPY / SPDR S&P 500 ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CVX / Chevron Corporation
LLY / Eli Lilly and Company
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
WMT / Walmart Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
COST / Costco Wholesale Corporation
SPH / Suburban Propane Partners, L.P. - Limited Partnership
COIN / Coinbase Global, Inc.
GLD / SPDR Gold Trust
T / AT&T Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
THR / Thermon Group Holdings, Inc.
PNC / The PNC Financial Services Group, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
DIS / The Walt Disney Company
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PG / The Procter & Gamble Company
GM / General Motors Company
WMB / The Williams Companies, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
CARR / Carrier Global Corporation
SNOW / Snowflake Inc.
BA / The Boeing Company
VRTX / Vertex Pharmaceuticals Incorporated
CRL / Charles River Laboratories International, Inc.
IP / International Paper Company
ITW / Illinois Tool Works Inc.
VEEV / Veeva Systems Inc.
CME / CME Group Inc.
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
ALC / Alcon Inc.
LPX / Louisiana-Pacific Corporation
FANG / Diamondback Energy, Inc.
URI / United Rentals, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
BIIB / Biogen Inc.
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
J / Jacobs Solutions Inc.
PCAR * / PACCAR Inc
JPM / JPMorgan Chase & Co.
WPC / W. P. Carey Inc.
TXN / Texas Instruments Incorporated
HFRO / Highland Funds I - Highland Opportunities and Income Fund
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
PUBM / PubMatic, Inc.
ECL / Ecolab Inc.
SLDP / Solid Power, Inc.
SYK / Stryker Corporation
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
AGIO / Agios Pharmaceuticals, Inc.
THQ / Abrdn Healthcare Opportunities Fund
ZIMV / ZimVie Inc.
AWP / abrdn Global Premier Properties Fund
VAW / Vanguard World Fund - Vanguard Materials ETF
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
DELL / Dell Technologies Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
S / SentinelOne, Inc.
BOX / Box, Inc.
RACE / Ferrari N.V.
DAC / Danaos Corporation
LW / Lamb Weston Holdings, Inc.
GFS / GLOBALFOUNDRIES Inc.
ABT / Abbott Laboratories
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
CPNG / Coupang, Inc.
ARCC / Ares Capital Corporation
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
AMP / Ameriprise Financial, Inc.
CASI / CASI Pharmaceuticals, Inc.
NLY / Annaly Capital Management, Inc.
KVUE / Kenvue Inc.
DLTR / Dollar Tree, Inc.
BSX / Boston Scientific Corporation
ACCO / ACCO Brands Corporation
CCI / Crown Castle Inc.
INTU / Intuit Inc.
INTC / Intel Corporation
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
FXI / iShares Trust - iShares China Large-Cap ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
AMGN / Amgen Inc.
ROP / Roper Technologies, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
BK / The Bank of New York Mellon Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
APT / Alpha Pro Tech, Ltd.
RKLB / Rocket Lab Corporation
WWD / Woodward, Inc.
GS / The Goldman Sachs Group, Inc.
ABNB / Airbnb, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
RVMD / Revolution Medicines, Inc.
META / Meta Platforms, Inc.
BJUL / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - July
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
QLTY / The 2023 ETF Series Trust II - GMO U.S. Quality ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
MUB / iShares Trust - iShares National Muni Bond ETF
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
XOM / Exxon Mobil Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
QQQ / Invesco QQQ Trust, Series 1
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
PM / Philip Morris International Inc.
BRK.B / Berkshire Hathaway Inc.
PEP / PepsiCo, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
FHTX / Foghorn Therapeutics Inc.
TOST / Toast, Inc.
ACAD / ACADIA Pharmaceuticals Inc.
NFLX / Netflix, Inc.
D / Dominion Energy, Inc.
VZ / Verizon Communications Inc.
BMY / Bristol-Myers Squibb Company
GOOG / Alphabet Inc.
AVGO / Broadcom Inc.
CRMD / CorMedix Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
ACB / Aurora Cannabis Inc.
CNC / Centene Corporation
AAPL / Apple Inc.
ECC / Eagle Point Credit Company Inc.
OXLC / Oxford Lane Capital Corp.
MMC / Marsh & McLennan Companies, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AXP / American Express Company
NVDA / NVIDIA Corporation
VTRS / Viatris Inc.
GE / General Electric Company
BHVN / Biohaven Ltd.
DVA / DaVita Inc.
JNJ / Johnson & Johnson
AMD / Advanced Micro Devices, Inc.
QS / QuantumScape Corporation
AGEN / Agenus Inc.
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
TD / The Toronto-Dominion Bank
FCX / Freeport-McMoRan Inc.
KHC / The Kraft Heinz Company
VINP / Vinci Compass Investments Ltd.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SPG / Simon Property Group, Inc.
ADP / Automatic Data Processing, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
COKE / Coca-Cola Consolidated, Inc.
CMCSA / Comcast Corporation
TGT / Target Corporation
FFIV / F5, Inc.
MA / Mastercard Incorporated
OGN / Organon & Co.
MKL / Markel Group Inc.
LOW / Lowe's Companies, Inc.
SHW / The Sherwin-Williams Company
ETN / Eaton Corporation plc
IWR / iShares Trust - iShares Russell Mid-Cap ETF
HD / The Home Depot, Inc.
MU / Micron Technology, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
CEG / Constellation Energy Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
VRSN / VeriSign, Inc.
SCHW / The Charles Schwab Corporation
SNA / Snap-on Incorporated
KMI / Kinder Morgan, Inc.
UTWO / The RBB Fund, Inc. - F/m US Treasury 2 Year Note ETF
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
HON / Honeywell International Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
HSY / The Hershey Company
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
WFC.PRL / Wells Fargo & Company - Preferred Stock
IWM / iShares Trust - iShares Russell 2000 ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
FBIN / Fortune Brands Innovations, Inc.
UNH / UnitedHealth Group Incorporated
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
NEE / NextEra Energy, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BRSP / BrightSpire Capital, Inc.
PRU / Prudential Financial, Inc.
ABBV / AbbVie Inc.
CI / The Cigna Group
ORLY / O'Reilly Automotive, Inc.
WBD / Warner Bros. Discovery, Inc.
CB / Chubb Limited
AMTM / Amentum Holdings, Inc.
MAR / Marriott International, Inc.
TMUS / T-Mobile US, Inc.
CMI / Cummins Inc.
PRM / Perimeter Solutions, Inc.
NU / Nu Holdings Ltd.
JPC / Nuveen Preferred & Income Opportunities Fund
IRBO / iShares Trust - iShares Robotics and Artificial Intelligence Multisector ETF
PATH / UiPath Inc.
PFE / Pfizer Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
DE / Deere & Company
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
TDG / TransDigm Group Incorporated
HAL / Halliburton Company
SPGI / S&P Global Inc.
OKTA / Okta, Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
COP / ConocoPhillips
VPU / Vanguard World Fund - Vanguard Utilities ETF
LVS / Las Vegas Sands Corp.
TROW / T. Rowe Price Group, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
CAH / Cardinal Health, Inc.
PSX / Phillips 66
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
CCD / Calamos Dynamic Convertible and Income Fund
SYY / Sysco Corporation
IAU / iShares Gold Trust
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
MTX / Minerals Technologies Inc.
TSN / Tyson Foods, Inc.
EMR / Emerson Electric Co.
CL / Colgate-Palmolive Company
BTO / John Hancock Financial Opportunities Fund
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
CPB / The Campbell's Company
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
MBC / MasterBrand, Inc.
NFG / National Fuel Gas Company
CAT / Caterpillar Inc.
AFK / VanEck ETF Trust - VanEck Africa Index ETF
GEV / GE Vernova Inc.
PH / Parker-Hannifin Corporation
JBLU / JetBlue Airways Corporation
HSIC / Henry Schein, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
REGN / Regeneron Pharmaceuticals, Inc.
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
INCO / Columbia ETF Trust II - Columbia India Consumer ETF
HII / Huntington Ingalls Industries, Inc.
WTRG / Essential Utilities, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SHOP / Shopify Inc.
PGR / The Progressive Corporation
NOW / ServiceNow, Inc.
BLK / BlackRock, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
TER / Teradyne, Inc.
NSC / Norfolk Southern Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
HQH / Abrdn Healthcare Investors
MMM / 3M Company
CCL / Carnival Corporation & plc
UPS / United Parcel Service, Inc.
EA / Electronic Arts Inc.
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
AVY / Avery Dennison Corporation
PYPL / PayPal Holdings, Inc.
IRBT / iRobot Corporation
F / Ford Motor Company
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
TJX / The TJX Companies, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
FPI / Farmland Partners Inc.
SLB / Schlumberger Limited
PLD / Prologis, Inc.
ADBE / Adobe Inc.
GIS / General Mills, Inc.
CFLT / Confluent, Inc.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
AEM / Agnico Eagle Mines Limited
CVS / CVS Health Corporation
VERSX / Vanguard Emerging Markets Stock Index Fund
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
GTLS / Chart Industries, Inc.
BOKF / BOK Financial Corporation
GEHC / GE HealthCare Technologies Inc.
ALL / The Allstate Corporation
UDR / UDR, Inc.
MSGS / Madison Square Garden Sports Corp.
LRCX / Lam Research Corporation
CSCO / Cisco Systems, Inc.
NERD / Listed Funds Trust - Roundhill Video Games ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
PEG / Public Service Enterprise Group Incorporated
VIS / Vanguard World Fund - Vanguard Industrials ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
UAL / United Airlines Holdings, Inc.
PSQH / PSQ Holdings, Inc.
WM / Waste Management, Inc.
HOG / Harley-Davidson, Inc.
PANW / Palo Alto Networks, Inc.
IBIT / iShares Bitcoin Trust ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
UBER / Uber Technologies, Inc.
MPC / Marathon Petroleum Corporation
V / Visa Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
SIRI / Sirius XM Holdings Inc.
OTIS / Otis Worldwide Corporation
HPQ / HP Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
REMX / VanEck ETF Trust - VanEck Rare Earth/Strategic Metals ETF
ROST / Ross Stores, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
LH / Labcorp Holdings Inc.
CHD / Church & Dwight Co., Inc.
ZTS / Zoetis Inc.
AMR / Alpha Metallurgical Resources, Inc.
VVISX / Financial Investors Trust - Vulcan Value Partners Small Cap Fund Institutional Class
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
CSX / CSX Corporation
USA / Liberty All-Star Equity Fund
TSCO / Tractor Supply Company
HLT / Hilton Worldwide Holdings Inc.
WSO / Watsco, Inc.
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
FDX / FedEx Corporation
ELV / Elevance Health, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
BTZ / BlackRock Credit Allocation Income Trust
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
FINX / Global X Funds - Global X FinTech ETF
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
OBDC / Blue Owl Capital Corporation
VMC / Vulcan Materials Company
XYL / Xylem Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
AGNC / AGNC Investment Corp.
PSA / Public Storage
LAND / Gladstone Land Corporation
GSL / Global Ship Lease, Inc.
AEE / Ameren Corporation
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
SEIC / SEI Investments Company
MOH / Molina Healthcare, Inc.
HXL / Hexcel Corporation
ACM / AECOM
USO / United States Oil Fund, LP - Limited Partnership
WAT / Waters Corporation
BAC / Bank of America Corporation
MKSI / MKS Inc.
UTF / Cohen & Steers Infrastructure Fund, Inc
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IDA / IDACORP, Inc.
IMO / Imperial Oil Limited
CSWC / Capital Southwest Corporation
LEN / Lennar Corporation
CRDL / Cardiol Therapeutics Inc.
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
WELL / Welltower Inc.
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF
MO / Altria Group, Inc.
RHP / Ryman Hospitality Properties, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
MDT / Medtronic plc
PTY / PIMCO Corporate & Income Opportunity Fund
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
CHTR / Charter Communications, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MDLZ / Mondelez International, Inc.
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
UTG / Reaves Utility Income Fund
LC / LendingClub Corporation
QCOM / QUALCOMM Incorporated
SWKS / Skyworks Solutions, Inc.
RSG / Republic Services, Inc.
ES / Eversource Energy
STT / State Street Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
AMWL / American Well Corporation
GILD / Gilead Sciences, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CROX / Crocs, Inc.
MNST / Monster Beverage Corporation
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
TSLA / Tesla, Inc.
SOCL / Global X Funds - Global X Social Media ETF
PFFA / ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
DCTH / Delcath Systems, Inc.
INO / Inovio Pharmaceuticals, Inc.
NKE / NIKE, Inc.
ADI / Analog Devices, Inc.
RTX / RTX Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MCD / McDonald's Corporation
ORCL / Oracle Corporation
OMC / Omnicom Group Inc.
OXY / Occidental Petroleum Corporation
PLUG / Plug Power Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
AMZN / Amazon.com, Inc.
RLAY / Relay Therapeutics, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
DBC / Invesco DB Commodity Index Tracking Fund
IEP / Icahn Enterprises L.P.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
WFC / Wells Fargo & Company
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
GOOGL / Alphabet Inc.
CRM / Salesforce, Inc.
C / Citigroup Inc.
KO / The Coca-Cola Company
APO / Apollo Global Management, Inc.
DHR / Danaher Corporation
IBM / International Business Machines Corporation
LMT / Lockheed Martin Corporation
MSFT / Microsoft Corporation
STEM / Stem, Inc.
MRK / Merck & Co., Inc.
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
UNP / Union Pacific Corporation
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
TMO / Thermo Fisher Scientific Inc.