Market Value343,318,431
Total Holdings615
File Date2023-08-09
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)
FIS / Fidelity National Information Services, Inc.
MCHI / iShares Trust - iShares MSCI China ETF
PKG / Packaging Corporation of America
REET / iShares Trust - iShares Global REIT ETF
RBLX / Roblox Corporation
APPN / Appian Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SWKS / Skyworks Solutions, Inc.
HWKN / Hawkins, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
NULC / Nushares ETF Trust - Nuveen ESG Large-Cap ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
CP / Canadian Pacific Kansas City Limited
SNY / Sanofi - Depositary Receipt (Common Stock)
MDY / SPDR S&P MidCap 400 ETF Trust
AIG / American International Group, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
UNH / UnitedHealth Group Incorporated
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
GOOGL / Alphabet Inc.
AMT / American Tower Corporation
ADP / Automatic Data Processing, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
IDV / iShares Trust - iShares International Select Dividend ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
NYMT / New York Mortgage Trust, Inc.
DUK / Duke Energy Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
MDLZ / Mondelez International, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
FTNT / Fortinet, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
XOM / Exxon Mobil Corporation
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
GLD / SPDR Gold Trust
CLX / The Clorox Company
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
HRB / H&R Block, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
XT / iShares Trust - iShares Exponential Technologies ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BMY / Bristol-Myers Squibb Company
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
FIVN / Five9, Inc.
IWX / iShares Trust - iShares Russell Top 200 Value ETF
MET / MetLife, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
WFC / Wells Fargo & Company
PGNY / Progyny, Inc.
SAND / Sandstorm Gold Ltd.
BHF / Brighthouse Financial, Inc.
SCHW / The Charles Schwab Corporation
KRNT / Kornit Digital Ltd.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
AMP / Ameriprise Financial, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
HASI / HA Sustainable Infrastructure Capital, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SPY / SPDR S&P 500 ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
MDT / Medtronic plc
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
PSLV / Sprott Physical Silver Trust
IWM / iShares Trust - iShares Russell 2000 ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
DHR / Danaher Corporation
EQIX / Equinix, Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
USB / U.S. Bancorp
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
IP / International Paper Company
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
AVY / Avery Dennison Corporation
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
GS / The Goldman Sachs Group, Inc.
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
IWB / iShares Trust - iShares Russell 1000 ETF
AME / AMETEK, Inc.
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
WM / Waste Management, Inc.
BL / BlackLine, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
PH / Parker-Hannifin Corporation
WMB / The Williams Companies, Inc.
IDU / iShares Trust - iShares U.S. Utilities ETF
IAC / IAC Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
PSX / Phillips 66
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SMB / VanEck ETF Trust - VanEck Short Muni ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
ALRS / Alerus Financial Corporation
EXR / Extra Space Storage Inc.
TILT / FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
TEL / TE Connectivity plc
AVB / AvalonBay Communities, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
C.WSA / Citigroup, Inc.
ROP / Roper Technologies, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
OTIS / Otis Worldwide Corporation
GIS / General Mills, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
TPR / Tapestry, Inc.
APH / Amphenol Corporation
TWLO / Twilio Inc.
PEP / PepsiCo, Inc.
WDAY / Workday, Inc.
KR / The Kroger Co.
MRK / Merck & Co., Inc.
HES / Hess Corporation
AEP / American Electric Power Company, Inc.
AVGO / Broadcom Inc.
ITW / Illinois Tool Works Inc.
HLT / Hilton Worldwide Holdings Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
LUMN / Lumen Technologies, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
WBA / Walgreens Boots Alliance, Inc.
SLVM / Sylvamo Corporation
ACM / AECOM
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SKOR / FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund
SPLK / Splunk Inc.
TGT / Target Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
CCK / Crown Holdings, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
RUM / Rumble Inc.
EL / The Estée Lauder Companies Inc.
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF
SNPS / Synopsys, Inc.
WEC / WEC Energy Group, Inc.
CGNX / Cognex Corporation
TKR / The Timken Company
TECH / Bio-Techne Corporation
ROL / Rollins, Inc.
MCHP / Microchip Technology Incorporated
TYL / Tyler Technologies, Inc.
SDIV / Global X Funds - Global X SuperDividend ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
GEHC / GE HealthCare Technologies Inc.
PGR / The Progressive Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
WST / West Pharmaceutical Services, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ISRG / Intuitive Surgical, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ADM / Archer-Daniels-Midland Company
ICE / Intercontinental Exchange, Inc.
V / Visa Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
SSYS / Stratasys Ltd.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CTVA / Corteva, Inc.
DTE / DTE Energy Company
VMW / Vmware Inc. - Class A
COR / Cencora, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
BA / The Boeing Company
ALGN / Align Technology, Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
CRWD / CrowdStrike Holdings, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
AMGN / Amgen Inc.
EXPE / Expedia Group, Inc.
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
GDYN / Grid Dynamics Holdings, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
STZ / Constellation Brands, Inc.
COF / Capital One Financial Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
GRMN / Garmin Ltd.
OEF / iShares Trust - iShares S&P 100 ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
ABBV / AbbVie Inc.
MA / Mastercard Incorporated
BAH / Booz Allen Hamilton Holding Corporation
DD / DuPont de Nemours, Inc.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
WRB / W. R. Berkley Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ADX / Adams Diversified Equity Fund, Inc.
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
O / Realty Income Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
WMT / Walmart Inc.
SWK / Stanley Black & Decker, Inc.
D / Dominion Energy, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
CRM / Salesforce, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
NSC / Norfolk Southern Corporation
HEI / HEICO Corporation
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
ORCL / Oracle Corporation
DVY / iShares Trust - iShares Select Dividend ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DNP / DNP Select Income Fund Inc.
ZTS / Zoetis Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
WELL / Welltower Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
DH / Definitive Healthcare Corp.
ULTA / Ulta Beauty, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
PFE / Pfizer Inc.
CVX / Chevron Corporation
JOUT / Johnson Outdoors Inc.
TFC / Truist Financial Corporation
EMBC / Embecta Corp.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
NKE / NIKE, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
STE / STERIS plc
VCV / Invesco California Value Municipal Income Trust
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
NVDA / NVIDIA Corporation
PG / The Procter & Gamble Company
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
ONL / Orion Properties Inc.
NEE / NextEra Energy, Inc.
TROW / T. Rowe Price Group, Inc.
PIPR / Piper Sandler Companies
DIA / SPDR Dow Jones Industrial Average ETF Trust
HYZD / WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund
ADI / Analog Devices, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
PFG / Principal Financial Group, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
WOOD / iShares Trust - iShares Global Timber & Forestry ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
FTV / Fortive Corporation
SHW / The Sherwin-Williams Company
CMCSA / Comcast Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
CAT / Caterpillar Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
MCD / McDonald's Corporation
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
DIS / The Walt Disney Company
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
CSCO / Cisco Systems, Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
QQQ / Invesco QQQ Trust, Series 1
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
NOC / Northrop Grumman Corporation
DALI / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright DALI Equity ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
CB / Chubb Limited
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
EXPO / Exponent, Inc.
AVRE / American Century ETF Trust - Avantis Real Estate ETF
WBAT / Wisdomtree Trust - WisdomTree Battery Value Chain and Innovation Fund
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
WAB / Westinghouse Air Brake Technologies Corporation
NFLX / Netflix, Inc.
CDNS / Cadence Design Systems, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
LVS / Las Vegas Sands Corp.
LYB / LyondellBasell Industries N.V.
META / Meta Platforms, Inc.
SPGI / S&P Global Inc.
PAYC / Paycom Software, Inc.
SLV / iShares Silver Trust
GE / General Electric Company
UNM / Unum Group
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
RTX / RTX Corporation
PFFD / Global X Funds - Global X U.S. Preferred ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
BSX / Boston Scientific Corporation
MSFT / Microsoft Corporation
TXN / Texas Instruments Incorporated
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
KHC / The Kraft Heinz Company
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
QDEF / FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
PLD / Prologis, Inc.
OGN / Organon & Co.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
ARW / Arrow Electronics, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
AGZD / WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
HSY / The Hershey Company
SDS / ProShares Trust - ProShares UltraShort S&P500
KLAC / KLA Corporation
RYAN / Ryan Specialty Holdings, Inc.
FCX / Freeport-McMoRan Inc.
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
APPS / Digital Turbine, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
LMT / Lockheed Martin Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
FCO / abrdn Global Income Fund, Inc.
GPN / Global Payments Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
ADBE / Adobe Inc.
GOOG / Alphabet Inc.
JKHY / Jack Henry & Associates, Inc.
CERT / Certara, Inc.
NTRS / Northern Trust Corporation
FPI / Farmland Partners Inc.
MPC / Marathon Petroleum Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VZ / Verizon Communications Inc.
CC / The Chemours Company
RSG / Republic Services, Inc.
BAC / Bank of America Corporation
TRU / TransUnion
LOW / Lowe's Companies, Inc.
EMR / Emerson Electric Co.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
LRCX / Lam Research Corporation
OKTA / Okta, Inc.
MO / Altria Group, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
REGN / Regeneron Pharmaceuticals, Inc.
ABT / Abbott Laboratories
WPC / W. P. Carey Inc.
DBRG / DigitalBridge Group, Inc.
EDIV / SPDR Index Shares Funds - SPDR S&P Emerging Markets Dividend ETF
ACN / Accenture plc
ET / Energy Transfer LP - Limited Partnership
WY / Weyerhaeuser Company
VFH / Vanguard World Fund - Vanguard Financials ETF
KEYS / Keysight Technologies, Inc.
MRVL / Marvell Technology, Inc.
SWN / Southwestern Energy Company
INTU / Intuit Inc.
AIVI / WisdomTree Trust - WisdomTree International AI Enhanced Value Fund
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
FIVE / Five Below, Inc.
SRE / Sempra
COP / ConocoPhillips
C / Citigroup Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
DOW / Dow Inc.
ROK / Rockwell Automation, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
CPB / The Campbell's Company
VLO / Valero Energy Corporation
MCO / Moody's Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
AZO / AutoZone, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ECL / Ecolab Inc.
AMED / Amedisys, Inc.
ANSS / ANSYS, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
HPE / Hewlett Packard Enterprise Company
FITE / SPDR Series Trust - SPDR S&P Kensho Future Security ETF
MBC / MasterBrand, Inc.
XEL / Xcel Energy Inc.
LII / Lennox International Inc.
CNP / CenterPoint Energy, Inc.
ATVI / Activision Blizzard Inc
WTW / Willis Towers Watson Public Limited Company
PFF / iShares Trust - iShares Preferred and Income Securities ETF
HUM / Humana Inc.
IGT / International Game Technology PLC
EFX / Equifax Inc.
LUV / Southwest Airlines Co.
AXP / American Express Company
FND / Floor & Decor Holdings, Inc.
GLOB / Globant S.A.
FRPT / Freshpet, Inc.
WSO / Watsco, Inc.
ENTG / Entegris, Inc.
IBTD / iShares Trust - iShares iBonds Dec 2023 Term Treasury ETF
DXC / DXC Technology Company
NUSA / NuShares ETF Trust - Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF
MS / Morgan Stanley
A / Agilent Technologies, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CRL / Charles River Laboratories International, Inc.
BBY / Best Buy Co., Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
ODFL / Old Dominion Freight Line, Inc.
EOG / EOG Resources, Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
TLTE / FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
AEE / Ameren Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
LLY / Eli Lilly and Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AMLIF / American Lithium Corp.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
EW / Edwards Lifesciences Corporation
CMI / Cummins Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
CSGP / CoStar Group, Inc.
KD / Kyndryl Holdings, Inc.
EA / Electronic Arts Inc.
WRK / WestRock Company
VMEO / Vimeo, Inc.
UPS / United Parcel Service, Inc.
HOG / Harley-Davidson, Inc.
ORLY / O'Reilly Automotive, Inc.
INTC / Intel Corporation
LNG / Cheniere Energy, Inc.
COST / Costco Wholesale Corporation
IDXX / IDEXX Laboratories, Inc.
PCAR / PACCAR Inc
BDX / Becton, Dickinson and Company
FAST / Fastenal Company
CI / The Cigna Group
PANW / Palo Alto Networks, Inc.
BALL / Ball Corporation
HRL / Hormel Foods Corporation
HSIC / Henry Schein, Inc.
AMN / AMN Healthcare Services, Inc.
DOC / Healthpeak Properties, Inc.
NEM / Newmont Corporation
FBIN / Fortune Brands Innovations, Inc.
UNP / Union Pacific Corporation
MTCH / Match Group, Inc.
BCD / abrdn ETFs - abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
ENSG / The Ensign Group, Inc.
CMF / iShares Trust - iShares California Muni Bond ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
SPSC / SPS Commerce, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
LOPE / Grand Canyon Education, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
PAYX / Paychex, Inc.
/ Aspen Technology, Inc.
RBA / RB Global, Inc.
SQSP / Squarespace, Inc.
SBUX / Starbucks Corporation
AMAT / Applied Materials, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
CPRT / Copart, Inc.
IEX / IDEX Corporation
MMP / Magellan Midstream Partners L.P.
KIDS / OrthoPediatrics Corp.
HPQ / HP Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
FDX / FedEx Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
MMC / Marsh & McLennan Companies, Inc.
GWRE / Guidewire Software, Inc.
AKAM / Akamai Technologies, Inc.
DAL / Delta Air Lines, Inc.
ALRM / Alarm.com Holdings, Inc.
MEDP / Medpace Holdings, Inc.
YUM / Yum! Brands, Inc.
LPLA / LPL Financial Holdings Inc.
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
CHD / Church & Dwight Co., Inc.
CVS / CVS Health Corporation
APD / Air Products and Chemicals, Inc.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
JNJ / Johnson & Johnson
ETR / Entergy Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
QHY / WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
CME / CME Group Inc.
CSX / CSX Corporation
PPG / PPG Industries, Inc.
GTM / ZoomInfo Technologies Inc.
NATI / National Instruments Corp.
SQ / Block, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
CCI / Crown Castle Inc.
WK / Workiva Inc.
LBRDA / Liberty Broadband Corporation
AAPL / Apple Inc.
JPM / JPMorgan Chase & Co.
NAT / Nordic American Tankers Limited
STRA / Strategic Education, Inc.
KMB / Kimberly-Clark Corporation
VTRS / Viatris Inc.
GGG / Graco Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF
OTTR / Otter Tail Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
EQT / EQT Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
KMI / Kinder Morgan, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
JCI / Johnson Controls International plc
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
MAR / Marriott International, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
CFG / Citizens Financial Group, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
CMS / CMS Energy Corporation
WHR / Whirlpool Corporation
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
F / Ford Motor Company
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
DG / Dollar General Corporation
EPR / EPR Properties
WBD / Warner Bros. Discovery, Inc.
ETN / Eaton Corporation plc
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
IVT / InvenTrust Properties Corp.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
MUB / iShares Trust - iShares National Muni Bond ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
GDDY / GoDaddy Inc.
AMD / Advanced Micro Devices, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
NEOG / Neogen Corporation
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
TITN / Titan Machinery Inc.
MNST / Monster Beverage Corporation
SNA / Snap-on Incorporated
KO / The Coca-Cola Company
IBM / International Business Machines Corporation
TSLA / Tesla, Inc.
CDW / CDW Corporation
QCOM / QUALCOMM Incorporated
PYPL / PayPal Holdings, Inc.
TJX / The TJX Companies, Inc.
HD / The Home Depot, Inc.
ZIMV / ZimVie Inc.
TMO / Thermo Fisher Scientific Inc.
MMM / 3M Company
CL / Colgate-Palmolive Company
HON / Honeywell International Inc.
DVN / Devon Energy Corporation
LIN / Linde plc
VRSK / Verisk Analytics, Inc.
MLM / Martin Marietta Materials, Inc.
ELV / Elevance Health, Inc.
ES / Eversource Energy
CARR / Carrier Global Corporation
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
UAL / United Airlines Holdings, Inc.
SIRI / Sirius XM Holdings Inc.
PEGA / Pegasystems Inc.
PCTY / Paylocity Holding Corporation
PM / Philip Morris International Inc.
VRTX / Vertex Pharmaceuticals Incorporated
AMZN / Amazon.com, Inc.
T / AT&T Inc.
PRU / Prudential Financial, Inc.
NOW / ServiceNow, Inc.