Market Value1,030,354,638
Total Holdings769
File Date2024-01-17
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)
ATVI / Activision Blizzard Inc
AEVA / Aeva Technologies, Inc.
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
XYZ / Block, Inc.
AEE / Ameren Corporation
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
AOUT / American Outdoor Brands, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
SPOT / Spotify Technology S.A.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BX / Blackstone Inc.
WBA / Walgreens Boots Alliance, Inc.
ACHR / Archer Aviation Inc.
ZTS / Zoetis Inc.
PAYX / Paychex, Inc.
ACLS / Axcelis Technologies, Inc.
BLDP / Ballard Power Systems Inc.
MCI / Barings Corporate Investors
BKH / Black Hills Corporation
SHYM / BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF
BEPC / Brookfield Renewable Corporation
CALM / Cal-Maine Foods, Inc.
GOEV / Canoo Inc.
O / Realty Income Corporation
CMA / Comerica Incorporated
CFLT / Confluent, Inc.
CBRL / Cracker Barrel Old Country Store, Inc.
PLAY / Dave & Buster's Entertainment, Inc.
DOCU / DocuSign, Inc.
EQRX / EQRx Inc
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
GIS / General Mills, Inc.
ENR / Energizer Holdings, Inc.
ETSY / Etsy, Inc.
FMC / FMC Corporation
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
FLBL / Franklin Templeton ETF Trust - Franklin Senior Loan ETF
GDV / The Gabelli Dividend & Income Trust
GGZ / The Gabelli Global Small and Mid Cap Value Trust
GTLB / GitLab Inc.
HROW / Harrow, Inc.
INSG / Inseego Corp.
DFS / Discover Financial Services
LAZR / Luminar Technologies, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
TEL / TE Connectivity plc
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
WDAY / Workday, Inc.
GSG / iShares S&P GSCI Commodity-Indexed Trust
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
LH / Labcorp Holdings Inc.
CRF / Cornerstone Total Return Fund, Inc.
NWL / Newell Brands Inc.
NUS / Nu Skin Enterprises, Inc.
OTLY / Oatly Group AB - Depositary Receipt (Common Stock)
NLOP / Net Lease Office Properties
OMI / Owens & Minor, Inc.
TRP / TC Energy Corporation
PNM / PNM Resources, Inc.
POR / Portland General Electric Company
CVS / CVS Health Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
SCHW / The Charles Schwab Corporation
MATV / Mativ Holdings, Inc.
QCOM / QUALCOMM Incorporated
FTNT / Fortinet, Inc.
SRC / Spirit Realty Capital, Inc.
SWK / Stanley Black & Decker, Inc.
FLO / Flowers Foods, Inc.
THLV / THOR Financial Technologies Trust - THOR Equal Weight Low Volatility ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
TTC / The Toro Company
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VGR / Vector Group Ltd.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
USVM / Victory Portfolios II - VictoryShares US Small Mid Cap Value Momentum ETF
VMW / Vmware Inc. - Class A
SHEL / Shell plc - Depositary Receipt (Common Stock)
WHR / Whirlpool Corporation
AGZD / WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
SHAG / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
NE / Noble Corporation plc
STX / Seagate Technology Holdings plc
BRO / Brown & Brown, Inc.
YUMC / Yum China Holdings, Inc.
ASIX / AdvanSix Inc.
SWBI / Smith & Wesson Brands, Inc.
AMD / Advanced Micro Devices, Inc.
ZM / Zoom Communications Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
BNS / The Bank of Nova Scotia
STAG / STAG Industrial, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
PCAR / PACCAR Inc
MED / Medifast, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
JCI / Johnson Controls International plc
AMGN / Amgen Inc.
ADI / Analog Devices, Inc.
SCCO / Southern Copper Corporation
ET / Energy Transfer LP - Limited Partnership
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
BXSL / Blackstone Secured Lending Fund
UTL / Unitil Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
CPB / The Campbell's Company
ETN / Eaton Corporation plc
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CSCO / Cisco Systems, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
MFC / Manulife Financial Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
MMM / 3M Company
XHR / Xenia Hotels & Resorts, Inc.
PCG / PG&E Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
WPC / W. P. Carey Inc.
IDXX / IDEXX Laboratories, Inc.
DGX / Quest Diagnostics Incorporated
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
LYV / Live Nation Entertainment, Inc.
GLPI / Gaming and Leisure Properties, Inc.
NYF / iShares Trust - iShares New York Muni Bond ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
STZ / Constellation Brands, Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
BSSX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF
STRV / EA Series Trust - Strive 500 ETF
MNST / Monster Beverage Corporation
ROKU / Roku, Inc.
LLY / Eli Lilly and Company
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
CBRE / CBRE Group, Inc.
FSLR / First Solar, Inc.
MTB / M&T Bank Corporation
HTGC / Hercules Capital, Inc.
EXE / Expand Energy Corporation
HAL / Halliburton Company
TLRY / Tilray Brands, Inc.
PSTG / Pure Storage, Inc.
SRE / Sempra
ADSK / Autodesk, Inc.
COP / ConocoPhillips
ES / Eversource Energy
PARA / Paramount Global
TTD / The Trade Desk, Inc.
CTVA / Corteva, Inc.
RBLX / Roblox Corporation
OBDC / Blue Owl Capital Corporation
ORLY / O'Reilly Automotive, Inc.
LOW / Lowe's Companies, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
EXC / Exelon Corporation
AXP / American Express Company
MRNA / Moderna, Inc.
RTA1 / Rite Aid Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
PBF / PBF Energy Inc.
PM / Philip Morris International Inc.
SJM / The J. M. Smucker Company
ONL / Orion Properties Inc.
ENPH / Enphase Energy, Inc.
HRB / H&R Block, Inc.
M / Macy's, Inc.
XEL / Xcel Energy Inc.
AGD / Abrdn Global Dynamic Dividend Fund
META / Meta Platforms, Inc.
KRC / Kilroy Realty Corporation
PXD / Pioneer Natural Resources Company
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
DG / Dollar General Corporation
XPEL / XPEL, Inc.
MACK / Merrimack Pharmaceuticals, Inc.
LE / Lands' End, Inc.
TGH / Textainer Group Holdings Limited
NTR / Nutrien Ltd.
OTLK / Outlook Therapeutics, Inc.
HUBB / Hubbell Incorporated
LNC / Lincoln National Corporation
AGM / Federal Agricultural Mortgage Corporation
DJT / Trump Media & Technology Group Corp.
KOIN / Exchange Traded Concepts Trust - Capital Link Global Fintech Leaders ETF
DKS / DICK'S Sporting Goods, Inc.
LTHM / Livent Corporation
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
OI / O-I Glass, Inc.
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
BLCN / Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
JETS / ETF Series Solutions - U.S. Global Jets ETF
RGR / Sturm, Ruger & Company, Inc.
CCEP / Coca-Cola Europacific Partners PLC
FBIN / Fortune Brands Innovations, Inc.
OC / Owens Corning
DM / Desktop Metal, Inc.
EBC / Eastern Bankshares, Inc.
LCID / Lucid Group, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
DOW / Dow Inc.
SLF / Sun Life Financial Inc.
SRPT / Sarepta Therapeutics, Inc.
HSY / The Hershey Company
PFE / Pfizer Inc.
JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
ILMN / Illumina, Inc.
PANW / Palo Alto Networks, Inc.
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
CMI / Cummins Inc.
ADP / Automatic Data Processing, Inc.
QS / QuantumScape Corporation
AFL / Aflac Incorporated
BIIB / Biogen Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
KMI / Kinder Morgan, Inc.
GRPN / Groupon, Inc.
NEM / Newmont Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
S / SentinelOne, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
WEED / Canopy Growth Corporation
AVGO / Broadcom Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
CHPT / ChargePoint Holdings, Inc.
FLR / Fluor Corporation
DLX / Deluxe Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
EIX / Edison International
GLD / SPDR Gold Trust
IBM / International Business Machines Corporation
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
STT / State Street Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
BDX / Becton, Dickinson and Company
SHW / The Sherwin-Williams Company
WBD / Warner Bros. Discovery, Inc.
CFG / Citizens Financial Group, Inc.
EVRG / Evergy, Inc.
FITB / Fifth Third Bancorp
EHC / Encompass Health Corporation
AVY / Avery Dennison Corporation
KAI / Kadant Inc.
MPWR / Monolithic Power Systems, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
MMC / Marsh & McLennan Companies, Inc.
PNC / The PNC Financial Services Group, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
LYFT / Lyft, Inc.
STWD / Starwood Property Trust, Inc.
VLO / Valero Energy Corporation
CYBR / CyberArk Software Ltd.
HDV / iShares Trust - iShares Core High Dividend ETF
AXON / Axon Enterprise, Inc.
SBUX / Starbucks Corporation
PSX / Phillips 66
WSO / Watsco, Inc.
MDT / Medtronic plc
CMG / Chipotle Mexican Grill, Inc.
MBC / MasterBrand, Inc.
DXC / DXC Technology Company
MAR / Marriott International, Inc.
NFG / National Fuel Gas Company
BRKL / Brookline Bancorp, Inc.
LNTH / Lantheus Holdings, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
CNH / CNH Industrial N.V.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
GWW / W.W. Grainger, Inc.
RPM / RPM International Inc.
WBS / Webster Financial Corporation
FLNG / FLEX LNG Ltd.
TRV / The Travelers Companies, Inc.
MPC / Marathon Petroleum Corporation
TMO / Thermo Fisher Scientific Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
NFLX / Netflix, Inc.
DT / Dynatrace, Inc.
DSX / Diana Shipping Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
NET / Cloudflare, Inc.
CARR / Carrier Global Corporation
SPY / SPDR S&P 500 ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
GOOGL / Alphabet Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
CI / The Cigna Group
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
JPM / JPMorgan Chase & Co.
BHF / Brighthouse Financial, Inc.
HST / Host Hotels & Resorts, Inc.
BLDR / Builders FirstSource, Inc.
HD / The Home Depot, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
TSCO / Tractor Supply Company
BBY / Best Buy Co., Inc.
NOC / Northrop Grumman Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DAL / Delta Air Lines, Inc.
INTC / Intel Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DKNG / DraftKings Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
AIG / American International Group, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CAT / Caterpillar Inc.
DIS / The Walt Disney Company
HLN / Haleon plc - Depositary Receipt (Common Stock)
NWSA / News Corporation
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
MSFT / Microsoft Corporation
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
OKE / ONEOK, Inc.
UNFI / United Natural Foods, Inc.
GM / General Motors Company
AWK / American Water Works Company, Inc.
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
TREE / LendingTree, Inc.
GE / General Electric Company
SO / The Southern Company
MS / Morgan Stanley
PGR / The Progressive Corporation
LULU / lululemon athletica inc.
RYAM / Rayonier Advanced Materials Inc.
ABT / Abbott Laboratories
RCL / Royal Caribbean Cruises Ltd.
AEP / American Electric Power Company, Inc.
FAST / Fastenal Company
CE / Celanese Corporation
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
GLP / Global Partners LP - Limited Partnership
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
NOW / ServiceNow, Inc.
CAPL / CrossAmerica Partners LP - Limited Partnership
IVT / InvenTrust Properties Corp.
DELL / Dell Technologies Inc.
CRM / Salesforce, Inc.
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
LEN / Lennar Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
HON / Honeywell International Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
RIVN / Rivian Automotive, Inc.
PJP / Invesco Exchange-Traded Fund Trust - Invesco Pharmaceuticals ETF
JNJ / Johnson & Johnson
DUK / Duke Energy Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CODI / Compass Diversified
ULTA / Ulta Beauty, Inc.
ROK / Rockwell Automation, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
TGT / Target Corporation
BSX / Boston Scientific Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
AXSM / Axsome Therapeutics, Inc.
CPRT / Copart, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BHLB / Berkshire Hills Bancorp, Inc.
SHOP / Shopify Inc.
PNW / Pinnacle West Capital Corporation
GILD / Gilead Sciences, Inc.
CCJ / Cameco Corporation
ABBV / AbbVie Inc.
MAA / Mid-America Apartment Communities, Inc.
ETR / Entergy Corporation
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
MDLZ / Mondelez International, Inc.
ARCC / Ares Capital Corporation
CMCSA / Comcast Corporation
BA / The Boeing Company
GOGL / Golden Ocean Group Limited
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
DD / DuPont de Nemours, Inc.
CLH / Clean Harbors, Inc.
MRK / Merck & Co., Inc.
FLNC / Fluence Energy, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
GD / General Dynamics Corporation
NTAP / NetApp, Inc.
GPC / Genuine Parts Company
MELI / MercadoLibre, Inc.
AWR / American States Water Company
CVX / Chevron Corporation
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
KD / Kyndryl Holdings, Inc.
ORCL / Oracle Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
GNRC / Generac Holdings Inc.
HCA / HCA Healthcare, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
PHYS / Sprott Physical Gold Trust
LW / Lamb Weston Holdings, Inc.
SB / Safe Bulkers, Inc.
AMZN / Amazon.com, Inc.
GLW / Corning Incorporated
MKSI / MKS Inc.
CAG / Conagra Brands, Inc.
TW / Tradeweb Markets Inc.
OHI / Omega Healthcare Investors, Inc.
MCK / McKesson Corporation
DVN / Devon Energy Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
BAC / Bank of America Corporation
ICL / ICL Group Ltd
PEG / Public Service Enterprise Group Incorporated
KKR / KKR & Co. Inc.
PRU / Prudential Financial, Inc.
C / Citigroup Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
CUE / Cue Biopharma, Inc.
CMRE / Costamare Inc.
NLY / Annaly Capital Management, Inc.
UNH / UnitedHealth Group Incorporated
FE / FirstEnergy Corp.
IXJ / iShares Trust - iShares Global Healthcare ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SNSR / Global X Funds - Global X Internet of Things ETF
K / Kellanova
TWLO / Twilio Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MSTR / Strategy Inc
UGI / UGI Corporation
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
AMP / Ameriprise Financial, Inc.
ON / ON Semiconductor Corporation
WPM / Wheaton Precious Metals Corp.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
DTE / DTE Energy Company
HUBS / HubSpot, Inc.
EMBC / Embecta Corp.
VUG / Vanguard Index Funds - Vanguard Growth ETF
APO / Apollo Global Management, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
STLD / Steel Dynamics, Inc.
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
VTRS / Viatris Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
FSK / FS KKR Capital Corp.
PBI / Pitney Bowes Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
AMAT / Applied Materials, Inc.
CB / Chubb Limited
PEP / PepsiCo, Inc.
VICR / Vicor Corporation
RVMD / Revolution Medicines, Inc.
F / Ford Motor Company
HPE / Hewlett Packard Enterprise Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
OTIS / Otis Worldwide Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BMY / Bristol-Myers Squibb Company
DBC / Invesco DB Commodity Index Tracking Fund
T / AT&T Inc.
IYM / iShares Trust - iShares U.S. Basic Materials ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ACN / Accenture plc
BILL / BILL Holdings, Inc.
KMB / Kimberly-Clark Corporation
PPG / PPG Industries, Inc.
AZO / AutoZone, Inc.
CL / Colgate-Palmolive Company
CMC / Commercial Metals Company
GME / GameStop Corp.
PWR / Quanta Services, Inc.
MSEX / Middlesex Water Company
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MA / Mastercard Incorporated
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MSI / Motorola Solutions, Inc.
GEHC / GE HealthCare Technologies Inc.
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
SON / Sonoco Products Company
V / Visa Inc.
PLD / Prologis, Inc.
BRSP / BrightSpire Capital, Inc.
AMT / American Tower Corporation
SPGI / S&P Global Inc.
ZIM / ZIM Integrated Shipping Services Ltd.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
BR / Broadridge Financial Solutions, Inc.
APLE / Apple Hospitality REIT, Inc.
TXN / Texas Instruments Incorporated
CCI / Crown Castle Inc.
DOC / Healthpeak Properties, Inc.
NWE / NorthWestern Energy Group, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
KLG / WK Kellogg Co
RTX / RTX Corporation
LHX / L3Harris Technologies, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
WRB / W. R. Berkley Corporation
INFY / Infosys Limited - Depositary Receipt (Common Stock)
NATL / NCR Atleos Corporation
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
OGN / Organon & Co.
PNR / Pentair plc
GS / The Goldman Sachs Group, Inc.
SYY / Sysco Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
SBLK / Star Bulk Carriers Corp.
DRI / Darden Restaurants, Inc.
UEC / Uranium Energy Corp.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TFC / Truist Financial Corporation
HPK / HighPeak Energy, Inc.
PG / The Procter & Gamble Company
ALB / Albemarle Corporation
HAS / Hasbro, Inc.
WY / Weyerhaeuser Company
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
NUE / Nucor Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
TJX / The TJX Companies, Inc.
UBER / Uber Technologies, Inc.
ANET / Arista Networks Inc
ADBE / Adobe Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
MMT / MFS Multimarket Income Trust
IWO / iShares Trust - iShares Russell 2000 Growth ETF
TSN / Tyson Foods, Inc.
COIN / Coinbase Global, Inc.
IAC / IAC Inc.
KO / The Coca-Cola Company
NVDA / NVIDIA Corporation
PH / Parker-Hannifin Corporation
FCX / Freeport-McMoRan Inc.
TER / Teradyne, Inc.
HOG / Harley-Davidson, Inc.
ASGI / Abrdn Global Infrastructure Income Fund
VZ / Verizon Communications Inc.
OXY / Occidental Petroleum Corporation
HBI / Hanesbrands Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
AAPL / Apple Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
MCD / McDonald's Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
USFD / US Foods Holding Corp.
IAU / iShares Gold Trust
IWB / iShares Trust - iShares Russell 1000 ETF
EMR / Emerson Electric Co.
VVX / V2X, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ED / Consolidated Edison, Inc.
SUN / Sunoco LP - Limited Partnership
NEP / XPLR Infrastructure, LP - Limited Partnership
ELV / Elevance Health, Inc.
KHC / The Kraft Heinz Company
WFC / Wells Fargo & Company
ZIMV / ZimVie Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
HNI / HNI Corporation
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
ALL / The Allstate Corporation
ITW / Illinois Tool Works Inc.
CME / CME Group Inc.
SLV / iShares Silver Trust
PINC / Premier, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
UPST / Upstart Holdings, Inc.
MERC / Mercer International Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
AES / The AES Corporation
HR / Healthcare Realty Trust Incorporated
CDP / COPT Defense Properties
CC / The Chemours Company
XOM / Exxon Mobil Corporation
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
QRTEA / Qurate Retail Inc - Series A
ICLN / iShares Trust - iShares Global Clean Energy ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
RCS / PIMCO Strategic Income Fund, Inc.
TDC / Teradata Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VYX / NCR Voyix Corporation
PLNT / Planet Fitness, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
PSA / Public Storage
BRK.B / Berkshire Hathaway Inc.
HE / Hawaiian Electric Industries, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
KEY / KeyCorp
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
HBAN / Huntington Bancshares Incorporated
XYL / Xylem Inc.
MTCH / Match Group, Inc.
DTM / DT Midstream, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VMEO / Vimeo, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VRTX / Vertex Pharmaceuticals Incorporated
SLB / Schlumberger Limited
MAIN / Main Street Capital Corporation
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
NSC / Norfolk Southern Corporation
NI / NiSource Inc.
KBE / SPDR Series Trust - SPDR S&P Bank ETF
TCBI / Texas Capital Bancshares, Inc.
MCR / MFS Charter Income Trust
GOLD / Barrick Mining Corporation
NKE / NIKE, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
MGM / MGM Resorts International
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
CNI / Canadian National Railway Company
YUM / Yum! Brands, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
TAP / Molson Coors Beverage Company
ELF / e.l.f. Beauty, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
IVZ / Invesco Ltd.
SPCE / Virgin Galactic Holdings, Inc.
J / Jacobs Solutions Inc.
OP / OceanPal Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
VHT / Vanguard World Fund - Vanguard Health Care ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
OGS / ONE Gas, Inc.
PYPL / PayPal Holdings, Inc.
CRWD / CrowdStrike Holdings, Inc.
SAM / The Boston Beer Company, Inc.
HI / Hillenbrand, Inc.
SLVM / Sylvamo Corporation
FOXA / Fox Corporation
NEE / NextEra Energy, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
WAB / Westinghouse Air Brake Technologies Corporation
FAF / First American Financial Corporation
LONZ / PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund
BSTZ / BlackRock Science and Technology Term Trust
RYN / Rayonier Inc.
BAX / Baxter International Inc.
MCHP / Microchip Technology Incorporated
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
HUM / Humana Inc.
DLR / Digital Realty Trust, Inc.
ENB / Enbridge Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
FPF / First Trust Intermediate Duration Preferred & Income Fund
CSX / CSX Corporation
CHTR / Charter Communications, Inc.
XSVN / BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
ITT / ITT Inc.
AVNS / Avanos Medical, Inc.
GOOG / Alphabet Inc.
C.WSA / Citigroup, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
WM / Waste Management, Inc.
TRIP / Tripadvisor, Inc.
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
VDE / Vanguard World Fund - Vanguard Energy ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
TY / Tri-Continental Corporation
IDRV / iShares Trust - iShares Self-Driving EV and Tech ETF
UNP / Union Pacific Corporation
INDB / Independent Bank Corp.
VMC / Vulcan Materials Company
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
AI / C3.ai, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DHI / D.R. Horton, Inc.
SWKS / Skyworks Solutions, Inc.
CDL / Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
HIG / The Hartford Insurance Group, Inc.
PPL / PPL Corporation
FANG / Diamondback Energy, Inc.
EXPE / Expedia Group, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
APA / APA Corporation
RACE / Ferrari N.V.
NGVT / Ingevity Corporation
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
SWN / Southwestern Energy Company
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
FDX / FedEx Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ESGR / Enstar Group Limited
IRT / Independence Realty Trust, Inc.
MPW / Medical Properties Trust, Inc.
AGR / Avangrid, Inc.
LRCX / Lam Research Corporation
TGB / Taseko Mines Limited
VICI / VICI Properties Inc.
WMT / Walmart Inc.
ATO / Atmos Energy Corporation
DSL / DoubleLine Income Solutions Fund
HPQ / HP Inc.
JBLU / JetBlue Airways Corporation
AVB / AvalonBay Communities, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BXP / Boston Properties, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
VRSK / Verisk Analytics, Inc.
PLUG / Plug Power Inc.
UHS / Universal Health Services, Inc.
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
EBF / Ennis, Inc.
WEAV / Weave Communications, Inc.
LUV / Southwest Airlines Co.
VAC / Marriott Vacations Worldwide Corporation
AEM / Agnico Eagle Mines Limited
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
KVUE / Kenvue Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
CEG / Constellation Energy Corporation
APD / Air Products and Chemicals, Inc.
EPRT / Essential Properties Realty Trust, Inc.
FCPT / Four Corners Property Trust, Inc.
FDS / FactSet Research Systems Inc.
SEDG / SolarEdge Technologies, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
CLX / The Clorox Company
MSM / MSC Industrial Direct Co., Inc.
CHRD / Chord Energy Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
CTRA / Coterra Energy Inc.
GTY / Getty Realty Corp.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MO / Altria Group, Inc.
REG / Regency Centers Corporation
TWO / Two Harbors Investment Corp.
IWD / iShares Trust - iShares Russell 1000 Value ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
STR / Sitio Royalties Corp.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
GLV / Clough Global Dividend and Income Fund
REGN / Regeneron Pharmaceuticals, Inc.
OTTR / Otter Tail Corporation
SMCI / Super Micro Computer, Inc.
DE / Deere & Company
WRK / WestRock Company
IGD / Voya Global Equity Dividend and Premium Opportunity Fund
ATOM / Atomera Incorporated
GSK / GSK plc - Depositary Receipt (Common Stock)
CEF / Sprott Physical Gold and Silver Trust
UNM / Unum Group
D / Dominion Energy, Inc.
BGY / BlackRock Enhanced International Dividend Trust
AX / Axos Financial, Inc.
FCEL / FuelCell Energy, Inc.
UPS / United Parcel Service, Inc.
IRM / Iron Mountain Incorporated
MET / MetLife, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
EXR / Extra Space Storage Inc.
DSX.WS / Diana Shipping Inc. - Equity Warrant
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
QLV / FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
LMT / Lockheed Martin Corporation
BAH / Booz Allen Hamilton Holding Corporation
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
FNF / Fidelity National Financial, Inc.
SLDP / Solid Power, Inc.
EL / The Estée Lauder Companies Inc.
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
NGG / National Grid plc - Depositary Receipt (Common Stock)
GPN / Global Payments Inc.
TLSA / Tiziana Life Sciences Ltd
MRVL / Marvell Technology, Inc.
CGNX / Cognex Corporation
VTR / Ventas, Inc.
WTRG / Essential Utilities, Inc.
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
BHK / BlackRock Core Bond Trust
LIN / Linde plc
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
SLRC / SLR Investment Corp.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
LEGR / First Trust Exchange-Traded Fund VI - First Trust Indxx Innovative Transaction & Process ETF
IIPR / Innovative Industrial Properties, Inc.
LUMN / Lumen Technologies, Inc.
REZI / Resideo Technologies, Inc.
EW / Edwards Lifesciences Corporation
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
TSLX / Sixth Street Specialty Lending, Inc.
USB / U.S. Bancorp
JBL / Jabil Inc.
NVT / nVent Electric plc
MRO / Marathon Oil Corporation
GBDC / Golub Capital BDC, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
SYM / Symbotic Inc.
EPAC / Enerpac Tool Group Corp.
SYK / Stryker Corporation
PTON / Peloton Interactive, Inc.
AGNC / AGNC Investment Corp.
PFGC / Performance Food Group Company
WELL / Welltower Inc.
BTAI / BioXcel Therapeutics, Inc.
QQQ / Invesco QQQ Trust, Series 1
WNC / Wabash National Corporation
DRLL / EA Series Trust - Strive U.S. Energy ETF
CAH / Cardinal Health, Inc.
COF / Capital One Financial Corporation
IP / International Paper Company
ADNT / Adient plc
EMO / ClearBridge Energy Midstream Opportunity Fund Inc
STEM / Stem, Inc.
HOLX / Hologic, Inc.